Nutrien reported quarterly EPS of C$0.61, below the C$0.76 estimate. It was the company’s fourth consecutive earnings miss for a comparable quarter.
Nutrien Ltd. (TSX: NTR) reported results after market close on November 4 for the quarter ended September 30, 2026. Its EPS of C$0.61 was 19.7% below the C$0.76 estimate. The previous three comparable quarters also missed estimates. Follow NTR.TO on the Nutrien stock page, and see its analyst ratings and statistical price forecast.
Recent earnings trend
Nutrien Ltd
NTR.TO
NTR.TO
Nutrien Ltd
WealthAwesomeMarket cap
$47.89B
P/E
14.7x
Div. yield
2.26%
Div. / share
$2.19
52W high
$114.19
52W low
$74.44
1W change
+3.98%
Beta
1.13
Analyst Price Targets
Based on analyst covering NTR · as of Nov 5, 2026
Wall Street analysts forecast NTR stock price to rise 7.7% over the next 12 months.
Consensus
Moderately BullishBased on avg. target vs last close (formal rating unavailable for Canadian listings)
Avg. Target
C$108.05
+7.7% Upside
Previously C$108.19 on Nov 4, 2026
Current Price
C$100.36
Last close
Targets are snapshotted when they change. Unchanged figures keep their original date. Not financial advice.
Wealth Awesome Price Forecast
WA ModelStatistical 90-day price range based on NTR's historical volatility
30-Day Vol
25.1%
Annualized
90-Day Vol
28.2%
Annualized
Trend (90d)
+38.0%
Annualized drift
90d Mean
C$114.96
Expected price
| Horizon | Expected | 68% Range (1σ) |
|---|---|---|
| 30 trading days | C$105.01 | C$96.31 – C$114.49 |
| 60 trading days | C$109.87 | C$97.22 – C$124.16 |
| 90 trading days | C$114.96 | C$98.97 – C$133.53 |
Methodology: Range is calculated using 30-day realized volatility via geometric Brownian motion (log-normal model). 68% band = ±1σ, 95% band = ±2σ. This is a statistical model, not a prediction. Past volatility does not guarantee future results. Not financial advice.
Analyst coverage: 14 analyst(s) cover this name; upcoming EPS consensus is available.
| Fiscal period | Report date | Actual EPS | Estimate | Surprise |
|---|---|---|---|---|
| 2026-12-31 | 2027-02-17 | — | 1.0300 | — |
| 2026-09-30 | 2026-11-04 | 0.6100 | 0.7600 | -19.7% |
| 2026-06-30 | 2026-08-05 | 2.6100 | 2.7100 | -3.7% |
| 2026-03-31 | 2026-05-06 | 0.5100 | 0.5400 | -5.6% |
| 2025-12-31 | 2026-02-18 | 0.8300 | 0.9100 | -8.8% |
| 2025-09-30 | 2025-11-05 | 0.9700 | 0.9600 | +1.0% |
Investor takeaway: This was Nutrien’s largest miss in the past four comparable quarters. The previous shortfalls ranged from 3.7% to 8.8%. The earnings data provided doesn’t include actual revenue or margins, so it doesn’t show which parts of the business drove the miss. Analysts expect next-quarter EPS of C$1.17 and revenue of C$5.82 billion, but these are forecasts, not company guidance. For Canadian investors, the question is whether Nutrien can meet future expectations. Its share price is below its 50-day average but above its 200-day average.
C$0.61 EPS versus C$0.76 expected
Nutrien’s EPS came in C$0.15 below the estimate, a 19.7% miss. The company also missed estimates in the previous three comparable quarters: C$2.61 versus C$2.71, C$0.51 versus C$0.54, and C$0.83 versus C$0.91.
Bull case
Nutrien produces fertilizer and runs a large agricultural retail business, giving investors exposure to both crop inputs and farm services. The supplied snapshot lists trailing EPS of C$6.83 and a dividend yield of 2.26%. Analysts expect next-quarter EPS to grow 20.7% year over year and revenue to rise 1.4%. Their average price target of C$108.05 is 7.7% above the last close of C$100.36. These figures suggest a positive outlook, though the latest miss and the run of recent misses are reasons for caution.
Bear case
Nutrien has missed estimates in each of its last four comparable quarters, and the latest miss was the largest. Analysts’ next-quarter EPS estimate has fallen from C$1.25 to C$1.17 over the past 30 days. Revisions were evenly split, with four analysts raising estimates and four lowering them. The share price is below its 50-day average of C$102.45. The supplied data doesn’t include revenue or margin details, so it’s not possible to assess what drove the latest results. Forecasts and analyst targets aren’t guarantees.
Analysis
Nutrien reported EPS of C$0.61 for the quarter ended September 30, 2026, compared with the C$0.76 estimate. That’s a shortfall of C$0.15 per share, or 19.7%. The company released its results after market close on November 4. The earnings information provided doesn’t include actual revenue, margins or management commentary, so the EPS comparison is the clearest measure of how the quarter compared with expectations.
The miss extends Nutrien’s run to four consecutive comparable quarters below estimates. The recent earnings trend table and chart below show the results.
Analysis
Analysts expect next-quarter EPS of C$1.17, with estimates ranging from C$0.74 to C$1.44 among 14 analysts. Compared with year-ago EPS of C$0.97, that forecast implies growth of 20.7%. Six analysts expect revenue of C$5.82 billion, up 1.4% year over year.
The EPS estimate has fallen from C$1.25 a month ago. Revisions were evenly split, with four upward and four downward. These forecasts point to expected growth, but Nutrien’s latest miss and recent earnings record make execution worth watching. The company’s fertilizer production and agricultural retail businesses connect its results to both crop-input markets and farm demand.
Analysis
Analysts’ average price target is C$108.05, 7.7% above Nutrien’s last close of C$100.36. The supplied data describes the implied view as moderately bullish, but notes that a formal rating isn’t available for Canadian listings. See the analyst ratings section for details.
Wealth Awesome’s statistical 90-day price model is not financial advice. It gives a mean forecast of C$114.96, with a 68% range of C$98.97 to C$133.53 and a wider 95% range of C$85.20 to C$155.10. The model’s mean forecasts are C$105.01 for 30 days, C$109.87 for 60 days and C$114.96 for 90 days. These are model estimates, not promised prices or investment recommendations. See the price prediction section.
At the last close, Nutrien traded below its 50-day moving average of C$102.45 and above its 200-day average of C$98.68. The share price was also below its 52-week high of C$114.19 and above its 52-week low of C$74.44. The supplied snapshot lists a market capitalization of about C$47.9 billion, a P/E ratio of 14.7 and a dividend yield of 2.26%.
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