CF Industries (NYSE:CF) Price Target Raised to $85.00

CF Industries (NYSE:CF) had its target price hoisted by Scotiabank from $82.00 to $85.00 in a research note released on Monday morning, Marketbeat reports. The brokerage currently has a sector perform rating on the basic materials company’s stock. Scotiabank also issued estimates for CF Industries’ Q1 2026 earnings at $2.28 EPS, FY2026 earnings at $7.64 EPS and FY2027 earnings at $6.45 EPS.

A number of other equities research analysts have also recently issued reports on the stock. Bank of America reduced their target price on shares of CF Industries from $83.00 to $78.00 and set an “underperform” rating for the company in a research report on Thursday, January 8th. Wolfe Research upgraded shares of CF Industries from a “hold” rating to a “strong-buy” rating in a research note on Friday, November 7th. HSBC cut their price objective on shares of CF Industries from $95.00 to $91.00 and set a “hold” rating for the company in a report on Monday, November 24th. Wells Fargo & Company raised their target price on shares of CF Industries from $100.00 to $113.00 and gave the stock an “overweight” rating in a report on Friday, February 20th. Finally, Rothschild & Co Redburn set a $72.00 price target on CF Industries in a research note on Wednesday, February 4th. One research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, thirteen have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $95.53.

CF Industries Price Performance

CF Industries stock opened at $95.90 on Monday. The company has a market capitalization of $14.96 billion, a price-to-earnings ratio of 10.66 and a beta of 0.70. The company has a current ratio of 3.37, a quick ratio of 2.93 and a debt-to-equity ratio of 0.41. CF Industries has a 12 month low of $67.34 and a 12 month high of $105.27. The stock’s 50 day moving average is $87.55 and its 200-day moving average is $85.35.

CF Industries (NYSE:CF) last released its quarterly earnings results on Wednesday, February 18th. The basic materials company reported $2.59 earnings per share for the quarter, topping the consensus estimate of $2.53 by $0.06. CF Industries had a return on equity of 19.84% and a net margin of 20.54%.The business had revenue of $1.87 billion during the quarter, compared to analysts’ expectations of $1.78 billion. During the same period last year, the firm posted $1.89 EPS. The firm’s revenue for the quarter was up 22.8% compared to the same quarter last year. Equities research analysts expect that CF Industries will post 5.83 EPS for the current year.

CF Industries Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Friday, February 13th will be given a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date is Friday, February 13th. CF Industries’s dividend payout ratio is currently 22.22%.

Institutional Trading of CF Industries

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. Harbor Capital Advisors Inc. lifted its stake in shares of CF Industries by 78.0% in the 3rd quarter. Harbor Capital Advisors Inc. now owns 292 shares of the basic materials company’s stock valued at $26,000 after acquiring an additional 128 shares during the last quarter. True Wealth Design LLC increased its holdings in CF Industries by 396.2% in the 3rd quarter. True Wealth Design LLC now owns 387 shares of the basic materials company’s stock worth $35,000 after purchasing an additional 309 shares in the last quarter. Eastern Bank bought a new position in CF Industries in the third quarter valued at about $35,000. Peterson Wealth Services boosted its stake in shares of CF Industries by 451.3% during the third quarter. Peterson Wealth Services now owns 441 shares of the basic materials company’s stock valued at $40,000 after purchasing an additional 361 shares in the last quarter. Finally, Root Financial Partners LLC acquired a new stake in shares of CF Industries during the third quarter valued at about $41,000. Institutional investors own 93.06% of the company’s stock.

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.