Q2 EPS Estimates for CF Industries Boosted by Zacks Research

Posted by Brenda Bartman on May 21st, 2026

CF Industries Holdings, Inc. (NYSE:CF – Free Report) – Analysts at Zacks Research boosted their Q2 2026 earnings estimates for shares of CF Industries in a report issued on Tuesday, May 19th. Zacks Research analyst Team now expects that the basic materials company will earn $2.51 per share for the quarter, up from their previous estimate of $2.34. Zacks Research currently has a “Strong-Buy” rating on the stock. The consensus estimate for CF Industries’ current full-year earnings is $15.02 per share. Zacks Research also issued estimates for CF Industries’ Q3 2026 earnings at $1.44 EPS, Q4 2026 earnings at $1.76 EPS, Q3 2027 earnings at $1.26 EPS, FY2027 earnings at $5.90 EPS and FY2028 earnings at $7.32 EPS.

A number of other analysts have also recently commented on CF. Morgan Stanley lifted their target price on CF Industries from $95.00 to $135.00 and gave the stock an “equal weight” rating in a research report on Tuesday, April 28th. The Goldman Sachs Group raised their price target on CF Industries from $132.00 to $133.00 in a research note on Friday, May 8th. Bank of America lifted their price target on CF Industries from $103.00 to $106.00 in a research report on Thursday, May 14th. Royal Bank Of Canada boosted their price objective on CF Industries from $100.00 to $125.00 and gave the company a “sector perform” rating in a research note on Tuesday, April 7th. Finally, Rothschild & Co Redburn set a $72.00 target price on shares of CF Industries in a research report on Wednesday, February 4th. Three research analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating, nine have issued a Hold rating and three have given a Sell rating to the company. According to MarketBeat, CF Industries has an average rating of “Hold” and a consensus target price of $118.47.

View Our Latest Stock Analysis on CF

CF Industries Stock Performance

NYSE CF opened at $123.17 on Thursday. The company has a fifty day moving average of $124.73 and a two-hundred day moving average of $99.95. The company has a market capitalization of $18.92 billion, a PE ratio of 11.07 and a beta of 0.42. CF Industries has a 1 year low of $75.42 and a 1 year high of $141.96. The company has a debt-to-equity ratio of 0.39, a current ratio of 3.54 and a quick ratio of 3.15.

CF Industries (NYSE:CF – Get Free Report) last announced its quarterly earnings results on Wednesday, May 6th. The basic materials company reported $3.98 EPS for the quarter, topping the consensus estimate of $2.63 by $1.35. CF Industries had a net margin of 23.73% and a return on equity of 20.93%. The firm had revenue of $1.99 billion for the quarter, compared to analyst estimates of $1.84 billion. During the same period last year, the business earned $1.85 EPS. CF Industries’s revenue for the quarter was up 19.4% compared to the same quarter last year.

CF Industries Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 29th. Investors of record on Friday, May 15th will be given a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.6%. The ex-dividend date is Friday, May 15th. CF Industries’s payout ratio is 17.97%.

Insider Buying and Selling

In other CF Industries news, SVP Michael Patrick Mcgrane sold 3,666 shares of the company’s stock in a transaction that occurred on Friday, March 6th. The stock was 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 directly owned 19,161 shares of the company’s stock, valued at $2,232,256.50. This represents a 16.06% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Susan L. Menzel sold 18,041 shares of the stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $136.06, for a total value of $2,454,658.46. Following the sale, the executive vice president directly owned 55,762 shares of the company’s stock, valued at $7,586,977.72. The trade was a 24.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 82,408 shares of company stock worth $9,971,298. Insiders own 0.51% of the company’s stock.

Institutional Investors Weigh In On CF Industries

Several hedge funds have recently modified their holdings of the stock. Principal Financial Group Inc. increased its position in shares of CF Industries by 11.5% in the third quarter. Principal Financial Group Inc. now owns 232,647 shares of the basic materials company’s stock valued at $20,868,000 after buying an additional 23,942 shares in the last quarter. Assetmark Inc. raised its stake in shares of CF Industries by 878.2% during the 3rd quarter. Assetmark Inc. now owns 17,941 shares of the basic materials company’s stock worth $1,609,000 after buying an additional 16,107 shares during the last quarter. Van ECK Associates Corp boosted its position in shares of CF Industries by 19.8% in the 3rd quarter. Van ECK Associates Corp now owns 369,321 shares of the basic materials company’s stock worth $33,128,000 after buying an additional 61,140 shares in the last quarter. KBC Group NV grew its stake in CF Industries by 26.9% in the 4th quarter. KBC Group NV now owns 1,170,171 shares of the basic materials company’s stock valued at $90,501,000 after acquiring an additional 248,020 shares during the last quarter. Finally, AIA Group Ltd acquired a new stake in CF Industries in the 3rd quarter valued at about $376,000. 93.06% of the stock is owned by institutional investors and hedge funds.

About CF Industries

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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.