Analysts’ Recent Ratings Changes for CF Industries (CF)

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

• 4/14/2026 – CF Industries had its price target raised by The Goldman Sachs Group, Inc. from $103.00 to $132.00. They now have a “neutral” rating on the stock.
• 4/11/2026 – CF Industries was upgraded by Wall Street Zen from “hold” to “buy”.
• 4/8/2026 – CF Industries had its price target raised by Morgan Stanley from $95.00 to $135.00. They now have an “equal weight” rating on the stock.
• 4/7/2026 – CF Industries had its price target raised by Royal Bank Of Canada from $100.00 to $125.00. They now have a “sector perform” rating on the stock.
• 3/31/2026 – CF Industries had its price target raised by Mizuho from $100.00 to $105.00. They now have an “underperform” rating on the stock.
• 3/26/2026 – CF Industries had its price target raised by UBS Group AG from $97.00 to $140.00. They now have a “neutral” rating on the stock.
• 3/25/2026 – CF Industries had its price target raised by BNP Paribas Exane from $95.00 to $140.00. They now have a “neutral” rating on the stock.
• 3/18/2026 – CF Industries had its price target raised by Bank of America Corporation from $86.00 to $103.00. They now have an “underperform” rating on the stock.
• 3/18/2026 – CF Industries had its price target raised by BMO Capital Markets from $115.00 to $140.00. They now have an “outperform” rating on the stock.
• 3/18/2026 – CF Industries had its “underperform” rating reaffirmed by Mizuho. They now have a $100.00 price target on the stock, up from $95.00.
• 3/17/2026 – CF Industries had its price target raised by Canadian Imperial Bank of Commerce from $100.00 to $118.00. They now have a “neutral” rating on the stock.
• 3/13/2026 – CF Industries was upgraded by Weiss Ratings from “hold (c+)” to “buy (b-)”.
• 3/3/2026 – CF Industries had its price target raised by Barclays PLC from $100.00 to $120.00. They now have an “overweight” rating on the stock.
• 2/24/2026 – CF Industries had its price target raised by UBS Group AG from $86.00 to $97.00. They now have a “neutral” rating on the stock.
• 2/23/2026 – CF Industries had its price target raised by Scotiabank from $82.00 to $85.00. They now have a “sector perform” rating on the stock.
• 2/23/2026 – CF Industries had its price target raised by BNP Paribas Exane from $90.00 to $95.00. They now have a “neutral” rating on the stock.
• 2/23/2026 – CF Industries had its price target raised by Royal Bank Of Canada from $95.00 to $100.00. They now have a “sector perform” rating on the stock.
• 2/20/2026 – CF Industries had its “neutral” rating reaffirmed by Canadian Imperial Bank of Commerce. They now have a $100.00 price target on the stock.
• 2/20/2026 – CF Industries had its “neutral” rating reaffirmed by The Goldman Sachs Group, Inc.. They now have a $103.00 price target on the stock.
• 2/20/2026 – CF Industries had its price target raised by JPMorgan Chase & Co. from $80.00 to $94.00. They now have a “neutral” rating on the stock.
• 2/20/2026 – CF Industries had its price target raised by BMO Capital Markets from $110.00 to $115.00. They now have an “outperform” rating on the stock.
• 2/20/2026 – CF Industries had its price target raised by Wells Fargo & Company from $100.00 to $113.00. They now have an “overweight” rating on the stock.
• 2/19/2026 – CF Industries was given a new $95.00 price target by Mizuho.

CF Industries Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were given a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 1.7%. The ex-dividend date was Friday, February 13th. CF Industries’s dividend payout ratio is 22.22%.

Insider Activity at CF Industries

In related news, EVP Susan L. Menzel sold 18,041 shares of the company’s stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $136.06, for a total transaction of $2,454,658.46. Following the completion of the transaction, the executive vice president owned 55,762 shares in the company, valued at $7,586,977.72. This represents a 24.44% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Michael Patrick Mcgrane sold 3,666 shares of the stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $116.50, for a total transaction of $427,089.00. Following the completion of the sale, the senior vice president owned 19,161 shares of the company’s stock, valued at approximately $2,232,256.50. The trade was a 16.06% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 82,408 shares of company stock worth $9,971,298 in the last quarter. Company insiders own 0.51% of the company’s stock.

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.