Mosaic Lowers 2025 Phosphate Output Guidance, Stock Dips On Revised Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 06 2025
0mins
Source: Benzinga
Stock Performance: The Mosaic Company's shares fell 5.3% in pre-market trading after revising its second-quarter and full-year 2025 phosphate guidance downward, while raising price expectations for diammonium phosphate (DAP).
Operational Outlook: Despite the adjustments in phosphate sales volumes and production guidance, Mosaic remains confident in achieving an annualized run rate of 8 million tonnes in U.S. phosphate operations in the latter half of the year, with core financial projections unchanged.
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Analyst Views on NTR
Wall Street analysts forecast NTR stock price to fall
15 Analyst Rating
6 Buy
8 Hold
1 Sell
Moderate Buy
Current: 73.810
Low
58.00
Averages
66.08
High
76.00
Current: 73.810
Low
58.00
Averages
66.08
High
76.00
About NTR
Nutrien Ltd. is a global provider of crop inputs and services. The Company operates a network of production, distribution and ag retail facilities. The Company’s segments include Nutrien Ag Solutions (Retail), Potash, Nitrogen and Phosphate. Its downstream Retail segment distributes crop nutrients, crop protection products, seed and merchandise, and provides agronomic application services and solutions, including the services offered through Nutrien Financial. The Retail segment also manufactures and distributes proprietary products and provides services directly to farmers through a network of retail locations in North America, South America and Australia. Its upstream Potash, Nitrogen and Phosphate segments are differentiated by the chemical nutrient contained in the products that each segment produces and are supported by midstream activities, which include the global sales, freight, transportation and distribution of its products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Auditor Appointment: KPMG LLP was re-appointed as Nutrien's auditor with 99.74% approval, demonstrating shareholders' emphasis on audit quality and confidence in the existing audit team.
- Executive Compensation Vote: The non-binding advisory vote on executive compensation received 93.17% support, indicating shareholder approval of the company's compensation policies and confidence in its long-term value creation strategy.
See More
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- Significant Profit Growth: Nutrien Ltd. reported a first-quarter profit of $131 million, translating to $0.27 per share, a substantial increase from last year's $11 million and $0.02 per share, indicating a marked improvement in the company's profitability.
- Strong Adjusted Earnings: Excluding items, Nutrien's adjusted earnings reached $245 million, or $0.51 per share, demonstrating robust performance in its core business and enhancing investor confidence in its operational efficiency.
- Notable Revenue Increase: The company's revenue rose by 18.5% year-over-year to $6.046 billion, up from $5.100 billion last year, reflecting strong market demand and the effectiveness of its sales strategies.
- Optimistic Market Outlook: Nutrien's profit and revenue growth not only enhance its competitive position in the market but also provide a solid financial foundation for future investments and expansions, signaling ongoing growth potential in the agricultural sector.
See More
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- Strong Earnings Performance: Nutrien reported first-quarter earnings of $131 million, translating to a profit of 27 cents per share, while adjusted earnings reached 51 cents per share, surpassing Wall Street's expectation of 48 cents, indicating robust profitability.
- Revenue Exceeds Expectations: The company posted revenue of $6.05 billion during the period, significantly exceeding analysts' forecast of $5.36 billion, highlighting strong demand in the fertilizer market and an increase in market share.
- Positive Market Reaction: Given the earnings and revenue beat, Nutrien's stock price is likely to experience a positive impact, boosting investor confidence and attracting more capital inflows.
- Optimistic Industry Outlook: Nutrien's strong performance reflects a recovery in global agricultural demand, which is expected to drive continued growth in the coming quarters, further solidifying its leadership position in the fertilizer industry.
See More
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- Quarterly Dividend Announcement: Nutrien Ltd. has declared a quarterly dividend of $0.55 per share payable on July 17, 2026, with a record date of June 30, 2026, demonstrating the company's ongoing commitment to shareholder returns.
- Dividend Payment Currency Options: Registered shareholders in Canada will receive dividends in Canadian dollars, while those in the U.S. and other regions will receive them in U.S. dollars, reflecting the company's flexible approach to meet the needs of shareholders across different markets.
- Direct Deposit Service: Nutrien offers an electronic funds transfer option for direct deposit of dividends, allowing shareholders to change their dividend payment currency by contacting the registrar, enhancing shareholder convenience and satisfaction.
- Compliance and Tax Information: All dividends are designated as eligible dividends under subsection 89(14) of the Income Tax Act (Canada), ensuring compliance and transparency for shareholders regarding tax implications.
See More
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- Earnings Performance: Nutrien's Q1 Non-GAAP EPS of $0.51 missed expectations by $0.04, indicating pressure on profitability that may affect investor confidence.
- Revenue Growth: The company reported Q1 revenue of $6.05 billion, an 18.6% year-over-year increase, beating market expectations by $760 million, demonstrating growth potential amid strong demand.
- 2026 Guidance: Nutrien's guidance for 2026 indicates retail adjusted EBITDA expectations ranging from $1.75 billion to $1.95 billion, reflecting a cautiously optimistic outlook for future market conditions.
- Sales Volume Projections: Expected sales volumes for potash, nitrogen, and phosphate are projected at 21.4-14.8 million tonnes, 29.2-9.7 million tonnes, and 22.4-2.6 million tonnes respectively, highlighting the company's strategic positioning in the global fertilizer market.
See More
U.S. Navy Actions and Oil Price Fluctuations
- Naval Actions: The U.S. Navy inspected M/V Blue Star III on April 28, confirming it would not head to Iran, demonstrating strict enforcement of the blockade, although this action did not significantly sway market sentiment.
- OPEC+ Production Increase: Seven OPEC+ members agreed to raise production by 188,000 barrels per day in June, but with the Strait of Hormuz still closed, the real-world impact is limited, leading to a muted market reaction and slight oil price declines.
- Record U.S. Oil Exports: U.S. oil exports surged to 5.2 million barrels per day in April, up over 30% from February, indicating strong performance in the U.S. energy market amid Middle Eastern tensions, which could influence global oil price trends.
- U.S.-China Tensions: China's Commerce Ministry blocked U.S. sanctions against five Chinese refiners, highlighting escalating tensions between the two nations, which may have far-reaching implications for global markets, particularly in the energy sector.
See More
