Yara adjusts Q2 schedule and faces Jefferies downgrade, shares under analyst scrutiny

By Anna Wagner, Analysts & Consensus desk. Reviewed prior to publication on 2026-06-23, 09:53.

Yara International ASA (NO0010208051) has confirmed the timetable for its second-quarter 2026 results publication, while its shares on the Oslo Stock Exchange attract a fresh downgrade from Jefferies, which now rates the fertilizer producer Hold according to Investing.com.

What Yara has scheduled

On June 18, Yara published its program for the release of second-quarter 2026 results, with the company flagging a Q2 report and presentation on its Oslo listing as part of the OBX index. The brief notice, carried via Cision, outlines the planned publication and investor session, underscoring that the quarter’s earnings detail is only weeks away.

Yara, a major nitrogen fertilizer producer based in Oslo, typically combines its quarterly statement with a webcast for equity analysts and investors, which will again be accessible via its investor relations site. The company remains a key component of Norway’s listed chemicals sector, with its shares tracked on Oslo Børs alongside peers such as fertilizer group Nutrien and agricultural inputs rival CF Industries on foreign exchanges.

Jefferies trims rating and price target

Jefferies has downgraded Yara from Buy to Hold and cut its price target to 470 Norwegian crowns from 610 crowns, citing weaker farmer incomes and lower fertilizer prices as key drivers according to an Investing.com market comment. The new target implies roughly 5 percent upside from Yara’s last close at 447.70 crowns, signaling a more cautious near-term stance from the research house.

The Jefferies team argues that a softer agricultural backdrop, revised down farmer incomes, weaker sentiment and higher gas assumptions are weighing on the risk-reward for Yara’s shares. The analysts still expect second-quarter EBITDA of about $1.074 billion, which would be up approximately 65 percent year-on-year but around 2 percent below Visible Alpha consensus, underlining how earnings momentum coexists with macro headwinds.

The business behind Yara

Yara’s core business is the production and distribution of nitrogen-based mineral fertilizers, particularly ammonia and urea, for crop nutrition across global agricultural markets. The group also supplies industrial solutions such as ammonia and nitrates for emissions control and chemical processing, linking its revenue to both farm incomes and industrial demand.

Where the Yara stock trades today

Yara shares (NO0010208051) last traded on Oslo Børs at 447.70 Norwegian crowns, with that closing price referenced in the Jefferies note and market data from Investing.com as of June 23, 2026.

Disclaimer: This article is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. All data are based on sources cited in the text and may change over time.