Nutrien Set to Surge: Top TSX Stock to Outperform in 2026

BREAKING: Canadian agricultural giant Nutrien (TSX:NTR) is poised to outperform global markets in 2026, according to the latest financial forecasts. With rising global food demand and robust infrastructure spending, this stock could become a top performer as investors look for stability amid market volatility.

The company, the world’s largest provider of crop inputs and agricultural services, has reported impressive earnings results, generating approximately US$1.7 billion in net earnings and US$4.8 billion in adjusted EBITDA for the first three quarters of 2025. These figures reflect a firm global demand for fertilizers, driven by geopolitical instability and extreme weather patterns affecting crop yields.

Nutrien’s strong performance is supported by its vertically integrated model, controlling both production and retail operations. This unique positioning allows it to capture margins across the entire value chain, making it more resilient than competitors focused solely on commodity production. The company produces key fertilizer nutrients—potash, nitrogen, and phosphate—and operates one of the world’s largest agricultural retail networks, serving farmers in over a dozen countries.

As global populations continue to rise, farmers will increasingly rely on high-quality fertilizers to enhance crop yields. Nutrien’s unmatched production scale, especially in potash, provides it with significant pricing power, particularly as fertilizer markets tighten due to supply constraints and geopolitical issues.

Looking ahead, Nutrien’s integrated approach not only captures growth from fertilizer pricing but also expands into digital agriculture and proprietary crop solutions, creating multiple pathways for earnings growth. The stock, currently trading at $82.66 with a dividend yield of 3.7%, presents a compelling opportunity for investors seeking both stability and upside potential.

In its recent earnings call, management reiterated a commitment to capital discipline, operational efficiency, and robust return strategies, including approximately US$1.2 billion returned to shareholders through dividends and buybacks in the third quarter. This strategic focus positions Nutrien favorably as it heads into a promising 2026.

With the agricultural sector under pressure from external factors, Nutrien stands out as a beacon of reliability. If fertilizer prices stabilize or increase, the company’s earnings leverage could translate into substantial gains for shareholders. As markets face uncertainty, Nutrien is ready to take center stage in the upcoming year, making now the perfect time for investors to consider this compelling stock.

Stay tuned for further updates as the situation develops.