FY2026 EPS Forecast for CF Industries Increased by Analyst

CF Industries Holdings, Inc. (NYSE:CF) – Equities researchers at Scotiabank increased their FY2026 earnings estimates for shares of CF Industries in a report issued on Tuesday, July 7th. Scotiabank analyst B. Isaacson now anticipates that the basic materials company will post earnings of $16.20 per share for the year, up from their previous forecast of $15.77. Scotiabank has a “Sector Outperform” rating and a $125.00 price objective on the stock. The consensus estimate for CF Industries’ current full-year earnings is $15.60 per share.

A number of other research firms also recently commented on CF. Bank of America boosted their target price on CF Industries from $103.00 to $106.00 in a research report on Thursday, May 14th. Berenberg Bank lifted their price objective on CF Industries from $86.00 to $106.00 and gave the stock a “hold” rating in a research note on Thursday, May 28th. Barclays upped their price objective on CF Industries from $130.00 to $145.00 and gave the stock an “overweight” rating in a report on Monday, April 27th. The Goldman Sachs Group cut their target price on shares of CF Industries from $133.00 to $115.00 and set a “neutral” rating for the company in a report on Tuesday, June 23rd. Finally, Mizuho upped their price target on shares of CF Industries from $100.00 to $105.00 and gave the company an “underperform” rating in a research note on Tuesday, March 31st. Two equities research analysts have rated the stock with a Strong Buy rating, five have assigned a Buy rating, ten have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat, CF Industries has a consensus rating of “Hold” and an average price target of $117.25.

CF Industries Trading Up 1.7%

Shares of CF Industries stock opened at $115.17 on Wednesday. CF Industries has a twelve month low of $75.42 and a twelve month high of $141.96. 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 business has a 50-day moving average price of $114.95 and a 200-day moving average price of $107.23. The firm has a market cap of $17.69 billion, a price-to-earnings ratio of 10.35 and a beta of 0.40.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of CF. Himension Capital Singapore PTE. LTD. purchased a new stake in shares of CF Industries in the first quarter valued at $25,000. Hantz Financial Services Inc. boosted its stake in shares of CF Industries by 46.3% during the 4th quarter. Hantz Financial Services Inc. now owns 493 shares of the basic materials company’s stock worth $38,000 after purchasing an additional 156 shares during the period. Stance Capital LLC bought a new position in CF Industries during the 3rd quarter valued at about $42,000. Eagle Bay Advisors LLC purchased a new stake in CF Industries in the 4th quarter worth about $43,000. Finally, WPG Advisers LLC lifted its stake in CF Industries by 69.8% in the fourth quarter. WPG Advisers LLC now owns 552 shares of the basic materials company’s stock worth $43,000 after purchasing an additional 227 shares during the last quarter. Institutional investors own 93.06% of the company’s stock.

CF Industries Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, May 29th. Investors of record on Friday, May 15th were given a $0.50 dividend. The ex-dividend date was Friday, May 15th. This represents a $2.00 dividend on an annualized basis and a yield of 1.7%. CF Industries’s dividend payout ratio (DPR) is currently 17.97%.

Key CF Industries News

Here are the key news stories impacting CF Industries this week:

• Positive Sentiment: Zacks Research raised its earnings outlook for CF Industries, increasing FY2026 EPS to $15.56 from $14.64 and lifting FY2027 EPS to $8.73 from $8.41. Higher profit expectations can support the stock. Article Title
• Positive Sentiment: Zacks Research also boosted near-term estimates, raising Q3 2027 EPS to $2.40 and Q4 2027 EPS to $2.20, suggesting better expected earnings momentum. Article Title
• Positive Sentiment: Scotiabank lifted its FY2026 EPS estimate to $16.20 from $15.77 and kept a Sector Outperform rating with a $125 price target, reinforcing a constructive view on CF Industries’ fundamentals.
• Positive Sentiment: CF Industries was added to Zacks’ Rank #1 Strong Buy list, which may improve investor sentiment toward the stock. Article Title
• Neutral Sentiment: CF was highlighted in a general “top fertilizer stocks” industry article, which is more informational than stock-moving. Article Title
• Negative Sentiment: Morgan Stanley cut its price target on CF Industries to $115 from $135 and kept an Equal Weight rating, signaling more limited upside in the near term. Article Title

CF Industries Company Profile

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.