Q1 2026 EPS Estimates for CF Industries Holdings, Inc. Boosted by Zacks Research (NYSE:CF)

CF Industries Holdings, Inc. (NYSE:CFFree Report) – Equities research analysts at Zacks Research lifted their Q1 2026 earnings per share estimates for shares of CF Industries in a report released on Tuesday, June 18th. Zacks Research analyst M. Agrawal now anticipates that the basic materials company will earn $1.55 per share for the quarter, up from their prior forecast of $1.48. The consensus estimate for CF Industries’ current full-year earnings is $5.20 per share.

CF Industries (NYSE:CFGet Free Report) last announced its quarterly earnings data on Wednesday, May 1st. The basic materials company reported $1.03 earnings per share for the quarter, missing the consensus estimate of $1.47 by ($0.44). The firm had revenue of $1.47 billion during the quarter, compared to analyst estimates of $1.46 billion. CF Industries had a net margin of 19.03% and a return on equity of 14.08%. The company’s quarterly revenue was down 26.9% compared to the same quarter last year. During the same quarter last year, the company earned $2.85 EPS.

Several other research analysts have also weighed in on the company. Scotiabank dropped their price target on CF Industries from $86.00 to $80.00 and set a “sector perform” rating on the stock in a research report on Monday, May 6th. Piper Sandler dropped their price target on CF Industries from $82.00 to $75.00 and set an “underweight” rating on the stock in a research report on Tuesday, May 7th. BMO Capital Markets dropped their price target on CF Industries from $100.00 to $95.00 and set an “outperform” rating on the stock in a research report on Monday, May 6th. Bank of America reissued a “neutral” rating and set a $88.00 price target (down from $96.00) on shares of CF Industries in a research report on Wednesday, April 10th. Finally, Wolfe Research initiated coverage on CF Industries in a research report on Friday, March 1st. They set an “outperform” rating and a $99.00 price target on the stock. Two investment analysts have rated the stock with a sell rating, eleven have issued a hold rating and four have assigned a buy rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $85.00.

View Our Latest Research Report on CF

CF Industries Trading Down 1.4 %

Shares of CF Industries stock opened at $73.11 on Friday. The company has a quick ratio of 3.55, a current ratio of 3.94 and a debt-to-equity ratio of 0.37. The firm has a market cap of $13.36 billion, a price-to-earnings ratio of 12.14, a price-to-earnings-growth ratio of 2.37 and a beta of 1.00. The business has a fifty day simple moving average of $76.88 and a 200-day simple moving average of $78.67. CF Industries has a fifty-two week low of $67.59 and a fifty-two week high of $87.90.

CF Industries Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, May 31st. Stockholders of record on Wednesday, May 15th were paid a $0.50 dividend. The ex-dividend date was Tuesday, May 14th. This represents a $2.00 annualized dividend and a dividend yield of 2.74%. CF Industries’s dividend payout ratio (DPR) is currently 33.22%.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Norges Bank bought a new position in CF Industries during the fourth quarter worth about $193,145,000. Boston Partners lifted its holdings in CF Industries by 37.5% during the first quarter. Boston Partners now owns 3,063,854 shares of the basic materials company’s stock worth $254,920,000 after acquiring an additional 835,557 shares in the last quarter. Goldman Sachs Group Inc. lifted its holdings in CF Industries by 68.8% during the fourth quarter. Goldman Sachs Group Inc. now owns 1,546,331 shares of the basic materials company’s stock worth $122,933,000 after acquiring an additional 630,264 shares in the last quarter. First Trust Advisors LP lifted its holdings in CF Industries by 16.5% during the fourth quarter. First Trust Advisors LP now owns 2,928,039 shares of the basic materials company’s stock worth $232,779,000 after acquiring an additional 414,785 shares in the last quarter. Finally, Allspring Global Investments Holdings LLC lifted its holdings in CF Industries by 137.0% during the first quarter. Allspring Global Investments Holdings LLC now owns 580,518 shares of the basic materials company’s stock worth $48,305,000 after acquiring an additional 335,624 shares in the last quarter. 93.06% of the stock is currently owned by institutional investors.

About CF Industries

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CF Industries Holdings, Inc, together with its subsidiaries, engages in the manufacture and sale of hydrogen and nitrogen products for energy, fertilizer, emissions abatement, and other industrial activities in North America, Europe, and internationally. It operates through Ammonia, Granular Urea, UAN, AN, and Other segments.

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Earnings History and Estimates for CF Industries (NYSE:CF)

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