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Nutrien Closes Profertil Stake Sale, Advances Portfolio Strategy

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Key Takeaways

  • NTR completed the $600M sale of its 50% Profertil stake as part of its portfolio shift.
  • Deal proceeds support NTR's priorities in growth investments, share buybacks and debt reduction.
  • NTR has generated about $900M in gross divestiture proceeds since late 2024 amid its portfolio reset.

Nutrien Ltd. (NTR - Free Report) has officially completed the sale of its 50% equity position in Argentina-based nitrogen producer Profertil S.A., marking a major milestone in its strategic portfolio realignment efforts.  

The stake was sold to Adecoagro S.A. and Asociación de Cooperativas Argentinas (ACA) for approximately $600 million on a pre-tax basis, consistent with the terms announced in September 2025. The transaction reinforces Nutrien’s capital-allocation priorities — targeted growth investments, share repurchases and debt reduction — aimed at increasing long-term free cash flow per share. 

Nutrien has generated around $900 million in gross proceeds from asset divestitures since the fourth quarter of 2024, underlining the scale of its portfolio rationalization activities. 

This strategic exit from Profertil aligns with Nutrien’s broader shift toward focusing on core markets and operations, even as industry dynamics, such as fertilizer demand and regional performance, continue to evolve.  

Shares of NTR are up 31.9% year to date compared with its industry’s 8.6% rise. 

Zacks Investment ResearchImage Source: Zacks Investment Research

NTR Zacks Rank & Key picks

NTR currently carries a Zacks Rank of #3 (Hold). 

Some better-ranked stocks in the Basic Materials space are Croda International Plc. (COIHY - Free Report) , Hochschild Mining Plc. (HCHDF - Free Report)  and Equinox Gold Corporation (EQX - Free Report) . COIHY, HCHDF and EQX all carry a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 (Strong Buy) Rank here.

The Zacks Consensus Estimate for COIHY’s current fiscal-year earnings stands at 95 cents per share, indicating a 4.4% year-over-year increase. Shares of COIHY have lost 18.3% over the past year. 

The Zacks Consensus Estimate for HCHDF’s current fiscal-year earnings stands at 36 cents per share, suggesting a 57% year-over-year increase. Shares of HCHDF have surged 104.9% over the past year. 

The Zacks Consensus Estimate for EQX’s current fiscal-year earnings is pegged at 54 cents per share, indicating a 170% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in two of the trailing four quarters and missed twice, with the average surprise being 87%. 


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