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Yara International (YARIY)
OTHER OTC:YARIY

Yara International (YARIY) Price & Analysis

124 Followers

YARIY Stock Chart & Stats

$17.97
-$0.18(-1.34%)
At close: 4:00 PM EST
$17.97
-$0.18(-1.34%)

Bulls Say, Bears Say

Bulls Say
Improved Cash GenerationYara’s 2025 rebound to ~$1.89B OCF and ~$0.96B FCF demonstrates the company can generate sizable cash in favorable cycles. This strengthens its ability to fund maintenance/growth CapEx, sustain dividends and invest in decarbonization projects over the medium term when markets are supportive.
Manageable Leverage And Equity BufferWith moderate net debt and an ~$8.7B equity base, Yara has balance-sheet capacity to absorb cyclical downturns, pursue prioritized U.S. projects and maintain its 50% cash dividend policy. Sizeable equity raises resilience for capital allocation and credit/coverage comfort through cycles.
Strong Carbon/emissions PositioningHolding ~6M ETS allowances and lower plant CO2 intensities gives Yara a durable competitive edge under evolving EU carbon rules. This reduces near‑term compliance costs and supports European market access and pricing competitiveness as CBAM and emissions regulation shape long‑term fertilizer trade flows.
Bears Say
Earnings And Cash‑flow CyclicalityYara’s profits and cash generation swing materially with commodity cycles and seasonal buying. This structural cyclicality undermines predictability of earnings, capital returns and reinvestment, complicating long-term planning for investors and making through‑cycle return profiles uneven.
Major Project Cost And Timing RiskThe U.S. decarbonized ammonia project is strategically important but exposed to inflation and construction risk. Material capex uncertainty could delay emissions benefits and strain cash or require higher funding, slowing payback and potentially reducing near‑to‑medium term returns from Yara’s decarbonization investments.
Regulatory Uncertainty From CBAMCBAM-related legislative uncertainty creates a structural risk to Europe’s import parity and fertilizer pricing. If rules change or are temporarily suspended, Yara’s recent pricing advantages and margins in Europe could be eroded, adding persistent regulatory risk to revenue and strategic planning.

Yara International News

YARIY FAQ

What was Yara International’s price range in the past 12 months?
Yara International lowest stock price was $13.49 and its highest was $29.19 in the past 12 months.
    What is Yara International’s market cap?
    Yara International’s market cap is $14.61B.
      When is Yara International’s upcoming earnings report date?
      Yara International’s upcoming earnings report date is Apr 24, 2026 which is in 17 days.
        How were Yara International’s earnings last quarter?
        Yara International released its earnings results on Feb 11, 2026. The company reported $0.585 earnings per share for the quarter, missing the consensus estimate of $0.593 by -$0.008.
          Is Yara International overvalued?
          According to Wall Street analysts Yara International’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Yara International pay dividends?
            Yara International pays a Annually dividend of $0.241 which represents an annual dividend yield of 1.16%. See more information on Yara International dividends here
              What is Yara International’s EPS estimate?
              Yara International’s EPS estimate is 0.71.
                How many shares outstanding does Yara International have?
                Yara International has 509,451,260 shares outstanding.
                  What happened to Yara International’s price movement after its last earnings report?
                  Yara International reported an EPS of $0.585 in its last earnings report, missing expectations of $0.593. Following the earnings report the stock price went down -2.001%.
                    Which hedge fund is a major shareholder of Yara International?
                    Currently, no hedge funds are holding shares in YARIY
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Yara International Stock Smart Score

                      Company Description

                      Yara International

                      Yara International ASA is a global leader in crop nutrition and a key player in the agricultural sector. Founded in Norway in 1905, the company specializes in the production and distribution of nitrogen-based fertilizers, as well as providing sustainable crop nutrition solutions. Yara operates in various segments, including fertilizers, crop protection, and digital farming, with a commitment to sustainability and innovation to enhance agricultural productivity worldwide.

                      Yara International (YARIY) Earnings & Revenues

                      YARIY Company Deck

                      YARIY Earnings Call

                      Q4 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Neutral
                      The call balanced clear commercial and operational strengths (strong Q4 Europe demand, production uptime, tight global nitrogen market, disciplined capital allocation and carbon position) against notable near‑term and medium‑term risks (CBAM political uncertainty, Q1 seasonality/stocking effects, NPK premium pressure, working capital build, and cost/timing risk on a major U.S. decarbonization project). Management’s tone was cautiously constructive: confident on market fundamentals and execution but circumspect about regulatory and project cost risk.View all YARIY earnings summaries
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                      Ownership Overview

                      <0.01%<0.01%100.00%
                      Insiders
                      <0.01% Other Institutional Investors
                      100.00% Public Companies and
                      Individual Investors

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