What is Scotiabank’s Estimate for CF Industries Q2 Earnings?

CF Industries Holdings, Inc. (NYSE:CF) – Equities researchers at Scotiabank issued their Q2 2026 earnings estimates for shares of CF Industries in a note issued to investors on Monday, May 11th. Scotiabank analyst B. Isaacson anticipates that the basic materials company will post earnings per share of $5.70 for the quarter. The consensus estimate for CF Industries’ current full-year earnings is $13.53 per share. Scotiabank also issued estimates for CF Industries’ FY2026 earnings at $15.86 EPS.

A number of other equities analysts have also recently issued reports on the stock. Bank of America lifted their target price on shares of CF Industries from $86.00 to $103.00 and gave the stock an “underperform” rating in a research report on Wednesday, March 18th. Weiss Ratings upgraded shares of CF Industries from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, March 13th. Wall Street Zen upgraded shares of CF Industries from a “hold” rating to a “buy” rating in a research report on Saturday, April 11th. Rothschild & Co Redburn set a $72.00 target price on shares of CF Industries in a research report on Wednesday, February 4th. Finally, BMO Capital Markets lifted their target price on shares of CF Industries from $115.00 to $140.00 and gave the stock an “outperform” rating in a research report on Wednesday, March 18th. Two investment analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat.com, CF Industries currently has an average rating of “Hold” and a consensus target price of $118.27.

CF Industries Stock Up 4.6%

Shares of NYSE CF opened at $130.25 on Wednesday. The company has a quick ratio of 3.15, a current ratio of 3.54 and a debt-to-equity ratio of 0.39. The stock has a market capitalization of $20.01 billion, a price-to-earnings ratio of 11.70 and a beta of 0.42. The firm has a 50-day moving average price of $122.79 and a 200 day moving average price of $98.28. CF Industries has a 52 week low of $75.42 and a 52 week high of $141.96.

CF Industries (NYSE:CF) last issued its quarterly earnings data on Wednesday, May 6th. The basic materials company reported $3.98 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.63 by $1.35. CF Industries had a net margin of 23.73% and a return on equity of 20.93%. The company had revenue of $1.99 billion for the quarter, compared to the consensus estimate of $1.84 billion. During the same period last year, the firm posted $1.85 EPS. CF Industries’s revenue for the quarter was up 19.4% on a year-over-year basis.

CF Industries Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, May 29th. Investors of record on Friday, May 15th will be paid a dividend of $0.50 per share. The ex-dividend date of this dividend is Friday, May 15th. This represents a $2.00 annualized dividend and a yield of 1.5%. CF Industries’s payout ratio is 17.97%.

Insider Activity

In other CF Industries news, EVP Susan L. Menzel sold 18,041 shares of the business’s stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $136.06, for a total value of $2,454,658.46. Following the transaction, the executive vice president owned 55,762 shares in the company, valued at $7,586,977.72. The trade was a 24.44% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, SVP Michael Patrick Mcgrane sold 3,666 shares of the business’s stock in a transaction on Friday, March 6th. The stock was sold at an average price of $116.50, for a total transaction of $427,089.00. Following the completion of the transaction, the senior vice president owned 19,161 shares in the company, valued at $2,232,256.50. This represents a 16.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 82,408 shares of company stock worth $9,971,298. 0.51% of the stock is owned by corporate insiders.

Institutional Trading of CF Industries

A number of institutional investors and hedge funds have recently modified their holdings of CF. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in shares of CF Industries by 3.1% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 17,500 shares of the basic materials company’s stock worth $1,368,000 after purchasing an additional 518 shares during the period. Jones Financial Companies Lllp raised its holdings in shares of CF Industries by 161.1% during the first quarter. Jones Financial Companies Lllp now owns 11,870 shares of the basic materials company’s stock worth $928,000 after purchasing an additional 7,324 shares during the period. Woodline Partners LP raised its holdings in shares of CF Industries by 40.7% during the first quarter. Woodline Partners LP now owns 14,703 shares of the basic materials company’s stock worth $1,149,000 after purchasing an additional 4,252 shares during the period. Focus Partners Wealth raised its holdings in shares of CF Industries by 21.8% during the first quarter. Focus Partners Wealth now owns 3,558 shares of the basic materials company’s stock worth $278,000 after purchasing an additional 638 shares during the period. Finally, Geneos Wealth Management Inc. raised its holdings in shares of CF Industries by 141.6% during the first quarter. Geneos Wealth Management Inc. now owns 790 shares of the basic materials company’s stock worth $62,000 after purchasing an additional 463 shares during the period. 93.06% of the stock is owned by institutional investors and hedge funds.

About CF Industries

CF Industries Holdings, Inc is a leading global manufacturer of hydrogen and nitrogen products for agricultural and industrial customers. The company specializes in the production of ammonia, granular urea, urea ammonium nitrate (UAN), nitric acid and ammonium nitrate, which serve as key inputs for fertilizer blends, industrial chemicals and other downstream applications.

Headquartered in Deerfield, Illinois, CF Industries operates production facilities and distribution terminals across North America and the United Kingdom.