CF Industries (CF) – Research Analysts’ Weekly Ratings Updates

Several brokerages have updated their recommendations and price targets on shares of CF Industries (NYSE: CF) in the last few weeks:

• 11/2/2026 – CF Industries was given a new $129.00 price target by Truist Financial.
• 11/2/2026 – CF Industries had its price target lowered by Freedom Broker from $133.00 to $129.00. They now have a “hold” rating on the stock.
• 10/27/2026 – CF Industries had its price target raised by UBS Group from $123.00 to $134.00. They now have a “neutral” rating on the stock.
• 10/23/2026 – CF Industries was given a new $133.00 price target by UBS Group.
• 10/23/2026 – CF Industries had its price target raised by Canadian Imperial Bank of Commerce from $125.00 to $133.00. They now have a “neutral” rating on the stock.
• 10/5/2026 –
• 9/28/2026 – CF Industries was upgraded by Rothschild & Co Redburn from “sell” to “neutral”. They now have a $110.00 price target on the stock, up from $98.00.
• 9/25/2026 – CF Industries is now covered by Sanford C. Bernstein. They set an “outperform” rating and a $162.00 price target on the stock.
• 9/25/2026 – CF Industries is now covered by Sanford C. Bernstein. They set an “outperform” rating and a $162.00 price target on the stock.
• 9/25/2026 – CF Industries is now covered by Sanford C. Bernstein. They set an “outperform” rating and a $162.00 price target on the stock.
• 9/16/2026 – CF Industries was upgraded by Weiss Ratings from “buy (b-)” to “buy (b)”.
• 9/10/2026 – CF Industries is now covered by KeyCorp. They set an “underweight” rating and a $115.00 price target on the stock.
• 9/10/2026 – CF Industries was upgraded by KeyCorp to “strong sell”.

CF Industries Trading Down 4.1%

Shares of CF Industries stock traded down $4.83 during mid-day trading on Wednesday, hitting $111.97. The stock had a trading volume of 2,520,102 shares, compared to its average volume of 3,176,871. The firm has a 50-day moving average of $123.03 and a two-hundred day moving average of $116.30. The company has a quick ratio of 4.32, a current ratio of 4.86 and a debt-to-equity ratio of 0.36. The firm has a market cap of $16.95 billion, a P/E ratio of 8.30, a price-to-earnings-growth ratio of 0.24 and a beta of 0.54. CF Industries Holdings, Inc. has a 12-month low of $75.42 and a 12-month high of $141.96.

CF Industries (NYSE:CF) last posted its quarterly earnings results on Wednesday, August 5th. The basic materials company reported $4.73 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $5.63 by ($0.90). CF Industries had a net margin of 27.12% and a return on equity of 24.41%. The firm had revenue of $2.22 billion for the quarter, compared to analysts’ expectations of $2.45 billion. During the same period last year, the firm posted $2.37 EPS. CF Industries’s revenue was up 17.6% on a year-over-year basis. Sell-side analysts forecast that CF Industries Holdings, Inc. will post 13.68 earnings per share for the current year.

CF Industries Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, November 30th. Investors of record on Monday, November 16th will be given a dividend of $0.60 per share. The ex-dividend date is Monday, November 16th. This represents a $2.40 annualized dividend and a yield of 2.1%. CF Industries’s dividend payout ratio is 17.79%.

CF Industries Holdings, Inc is a global manufacturer of hydrogen and nitrogen products. The company produces ammonia, granular urea, urea ammonium nitrate, ammonium nitrate and nitric acid, which are used primarily in agricultural fertilizers and a range of industrial applications. CF Industries also supplies products such as diesel exhaust fluid and other nitrogen-based solutions.

The company serves agricultural and industrial customers in North America and internationally. Its manufacturing and distribution operations include facilities in the United States, Canada and the United Kingdom, supported by an extensive logistics and distribution network.