CF Industries Holdings, Inc. (NYSE:CF – Free Report) – Scotiabank raised their FY2027 earnings per share (EPS) estimates for shares of CF Industries in a note issued to investors on Tuesday, July 7th. Scotiabank analyst B. Isaacson now expects that the basic materials company will post earnings per share of $10.75 for the year, up from their prior forecast of $9.97. Scotiabank currently has a “Sector Outperform” rating and a $125.00 target price on the stock. The consensus estimate for CF Industries’ current full-year earnings is $15.87 per share.
Several other equities analysts also recently issued reports on the stock. Bank of America increased their price objective on shares of CF Industries from $103.00 to $106.00 in a report on Thursday, May 14th. Mizuho boosted their target price on shares of CF Industries from $100.00 to $105.00 and gave the stock an “underperform” rating in a research note on Tuesday, March 31st. Royal Bank Of Canada upped their price target on shares of CF Industries from $100.00 to $125.00 and gave the stock a “sector perform” rating in a research report on Tuesday, April 7th. Morgan Stanley reduced their price target on shares of CF Industries from $135.00 to $115.00 and set an “equal weight” rating for the company in a research report on Tuesday. Finally, JPMorgan Chase & Co. raised their price target on shares of CF Industries from $94.00 to $115.00 and gave the company a “neutral” rating in a research note on Wednesday, June 3rd. Two analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating, ten have given a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat, CF Industries has a consensus rating of “Hold” and an average price target of $117.25.
CF Industries Price Performance
Shares of NYSE CF opened at $116.99 on Thursday. The firm has a market cap of $17.97 billion, a PE ratio of 10.51 and a beta of 0.40. The firm has a fifty day moving average of $114.82 and a 200 day moving average of $107.51. The company has a debt-to-equity ratio of 0.39, a quick ratio of 3.15 and a current ratio of 3.54. CF Industries has a one year low of $75.42 and a one year high of $141.96.
CF Industries Increases Dividend
The firm also recently announced a quarterly dividend, which will be paid on Monday, August 31st. Shareholders of record on Friday, August 14th will be paid a dividend of $0.60 per share. This is a boost from CF Industries’s previous quarterly dividend of $0.50. The ex-dividend date of this dividend is Friday, August 14th. This represents a $2.40 annualized dividend and a yield of 2.1%. CF Industries’s dividend payout ratio is presently 17.97%.
Institutional Investors Weigh In On CF Industries
A number of large investors have recently modified their holdings of the business. Himension Capital Singapore PTE. LTD. purchased a new position in shares of CF Industries in the first quarter worth about $25,000. Altshuler Shaham Ltd grew its stake in CF Industries by 36.6% during the 1st quarter. Altshuler Shaham Ltd now owns 418 shares of the basic materials company’s stock valued at $54,000 after acquiring an additional 112 shares in the last quarter. Elevation Wealth Partners LLC grew its stake in CF Industries by 39.6% during the 2nd quarter. Elevation Wealth Partners LLC now owns 430 shares of the basic materials company’s stock valued at $47,000 after acquiring an additional 122 shares in the last quarter. Stance Capital LLC acquired a new stake in CF Industries in the 3rd quarter valued at about $42,000. Finally, MUFG Securities EMEA plc acquired a new stake in CF Industries in the 2nd quarter valued at about $44,000. Hedge funds and other institutional investors own 93.06% of the company’s stock.
CF Industries News Summary
Here are the key news stories impacting CF Industries this week:
- Positive Sentiment: CF Industries announced a 20% increase in its quarterly dividend to $0.60 per share, signaling confidence in cash generation and shareholder returns. CF Industries Holdings, Inc. Announces 20% Increase in Quarterly Dividend
- Positive Sentiment: Scotiabank raised its FY2026 earnings estimate for CF and kept a Sector Outperform rating with a $125 price target, reinforcing a constructive outlook on profitability. Scotiabank estimate update
- Positive Sentiment: Zacks Research lifted EPS estimates for FY2026, FY2027, Q3 2027 and Q4 2027, suggesting improving earnings expectations for the fertilizer producer. Zacks Research estimate updates
- Positive Sentiment: CF was added to Zacks’ Rank #1 (Strong Buy) and Best Value Stocks lists, which can draw attention from momentum- and value-oriented investors. New Strong Buy Stocks for July 8th
- Neutral Sentiment: CF confirmed it will report second-quarter and first-half 2026 results on August 5; this is a scheduled catalyst, but not a new operating update. CF Industries dividend announcement
- Negative Sentiment: Morgan Stanley cut its price target on CF to $115 from $135 and kept an Equal Weight rating, indicating more limited upside in the near term. Morgan Stanley price target cut
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.
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