Gateway Investment Advisers LLC Has $3.50 Million Stock Position in Nutrien Ltd. $NTR

Key Points

• Gateway Investment Advisers LLC increased its stake in Nutrien by 83% during Q4, owning 56,712 shares valued at about $3.50 million.
• Nutrien declared a quarterly dividend of $0.55 per share (annualized $2.20), implying a ~3.2% yield; the ex-dividend date is June 30 and the payment date is July 17.
• Recent results highlighted operational strength—stronger nitrogen and phosphate sales and record potash volumes with an adjusted Q1 beat—but GAAP earnings were weaker and some metrics drew analyst scrutiny; the stock has a consensus rating of "Moderate Buy" with an average target of $80.94.

Gateway Investment Advisers LLC grew its stake in shares of Nutrien Ltd. (NYSE:NTR - Free Report) by 83.0% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 56,712 shares of the company's stock after purchasing an additional 25,726 shares during the quarter. Gateway Investment Advisers LLC's holdings in Nutrien were worth $3,500,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in NTR. Smith Moore & CO. boosted its stake in shares of Nutrien by 2.2% during the 3rd quarter. Smith Moore & CO. now owns 7,642 shares of the company's stock worth $449,000 after acquiring an additional 168 shares during the period. AMG National Trust Bank boosted its stake in shares of Nutrien by 4.0% during the 3rd quarter. AMG National Trust Bank now owns 4,986 shares of the company's stock worth $293,000 after acquiring an additional 193 shares during the period. Bessemer Group Inc. boosted its stake in shares of Nutrien by 27.7% during the 3rd quarter. Bessemer Group Inc. now owns 937 shares of the company's stock worth $55,000 after acquiring an additional 203 shares during the period. Farther Finance Advisors LLC boosted its stake in shares of Nutrien by 11.5% during the 4th quarter. Farther Finance Advisors LLC now owns 2,103 shares of the company's stock worth $130,000 after acquiring an additional 217 shares during the period. Finally, Geneos Wealth Management Inc. boosted its stake in shares of Nutrien by 42.4% during the 2nd quarter. Geneos Wealth Management Inc. now owns 735 shares of the company's stock worth $43,000 after acquiring an additional 219 shares during the period. Institutional investors and hedge funds own 63.10% of the company's stock.

Nutrien Stock Performance

NYSE:NTR opened at $68.39 on Friday. The stock has a fifty day moving average price of $74.93 and a 200-day moving average price of $66.96. The company has a market cap of $32.88 billion, a price-to-earnings ratio of 13.93 and a beta of 0.64. The company has a debt-to-equity ratio of 0.37, a quick ratio of 0.70 and a current ratio of 1.34. Nutrien Ltd. has a fifty-two week low of $53.03 and a fifty-two week high of $85.36.

Nutrien (NYSE:NTR - Get Free Report) last released its earnings results on Wednesday, February 18th. The company reported $0.83 earnings per share for the quarter, missing analysts' consensus estimates of $0.87 by ($0.04). The company had revenue of $5.12 billion for the quarter, compared to the consensus estimate of $5.26 billion. Nutrien had a net margin of 8.58% and a return on equity of 8.84%. The business's revenue was up 5.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.31 earnings per share. As a group, equities analysts anticipate that Nutrien Ltd. will post 4.95 EPS for the current fiscal year.

Nutrien Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, July 17th. Stockholders of record on Tuesday, June 30th will be issued a dividend of $0.55 per share. The ex-dividend date of this dividend is Tuesday, June 30th. This represents a $2.20 dividend on an annualized basis and a dividend yield of 3.2%. Nutrien's payout ratio is 47.21%.

Analyst Ratings Changes

Several research analysts have recently commented on NTR shares. Canadian Imperial Bank of Commerce reduced their target price on Nutrien from $90.00 to $88.00 and set an "outperformer" rating for the company in a research note on Thursday, April 30th. JPMorgan Chase & Co. lifted their target price on Nutrien from $68.00 to $78.00 and gave the stock an "overweight" rating in a research note on Friday, February 20th. Jefferies Financial Group upgraded Nutrien from a "hold" rating to a "buy" rating and lifted their target price for the stock from $74.00 to $96.00 in a research note on Thursday, March 12th. Barclays boosted their price target on Nutrien from $70.00 to $80.00 and gave the company an "equal weight" rating in a research note on Tuesday, March 3rd. Finally, Royal Bank Of Canada boosted their price target on Nutrien from $80.00 to $85.00 and gave the company an "outperform" rating in a research note on Tuesday, April 7th. Twelve research analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $80.94.

Nutrien News Summary

Here are the key news stories impacting Nutrien this week:

• Positive Sentiment: Q1 adjusted results beat consensus — Nutrien reported adjusted EPS of $0.51 and revenue roughly $6.05B, beating estimates and driven by stronger sales. This is the headline fundamental reason supporting the stock. Nutrien Reports First-Quarter 2026 Results
• Positive Sentiment: Commodity strength — Media reports highlight stronger nitrogen and phosphate sales and record potash volumes, showing operational momentum in key fertilizer segments that supports near‑term earnings potential. Nutrien’s quarterly profit rises on strong nitrogen, phosphate sales
• Positive Sentiment: Analyst upgrade — Raymond James upgraded NTR to Outperform, which can attract buyers and provide support to the stock over the coming sessions. Raymond James Financial Upgrades Nutrien NYSE: NTR to Outperform
• Positive Sentiment: Dividend declared — Board approved a quarterly cash dividend of US$0.55 (yield ~3.2%), which is shareholder‑friendly and may attract income investors. Nutrien Announces Results of 2026 Annual Meeting
• Neutral Sentiment: Annual meeting outcomes — Directors were re-elected and routine corporate governance items passed; not expected to materially move the stock. Nutrien Announces Results of 2026 Annual Meeting
• Neutral Sentiment: Guidance reaffirmed — Management kept full‑year guidance ranges intact, which removes downside from guidance cuts but may disappoint investors wanting an upward revision. Nutrien Reports First-Quarter 2026 Results
• Negative Sentiment: GAAP vs adjusted divergence and metric scrutiny — GAAP net earnings were lower ($139M, or $0.27/share) than adjusted EPS, and some metric comparisons prompted deeper analyst scrutiny; that can temper enthusiasm despite the adjusted beat. Nutrien Reports First-Quarter 2026 Results
• Negative Sentiment: Market reaction / profit-taking — High trading volume and the stock pulling back from recent highs suggest short‑term profit‑taking and positioning changes by investors, which can drive additional near‑term downside. Nutrien (NTR) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

Nutrien Company Profile

Nutrien Ltd. is a global fertilizer and agricultural-services company headquartered in Saskatoon, Saskatchewan, Canada. The company is publicly traded and operates across the farm input value chain, combining upstream fertilizer production with a broad retail and services platform aimed at supporting crop production worldwide. Nutrien's business model integrates the manufacture and distribution of crop nutrients with on-the-ground agronomic support for growers and agricultural businesses.

Nutrien produces and supplies the three primary fertilizer nutrients—potash, nitrogen and phosphate—through its wholesale operations, and markets a wide range of crop inputs including seeds and crop protection products.

Want to see what other hedge funds are holding NTR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Nutrien Ltd. (NYSE:NTR - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.