Recent Analysts’ Ratings Updates for CF Industries (CF)

A number of firms have modified their ratings and price targets on shares of CF Industries (NYSE: CF) recently:

  • 7/7/2026 – CF Industries had its price target lowered by Morgan Stanley from $135.00 to $115.00. They now have an “equal weight” rating on the stock.
  • 6/30/2026 – CF Industries had its price target lowered by BMO Capital Markets from $140.00 to $135.00. They now have an “outperform” rating on the stock.
  • 6/30/2026 – CF Industries was upgraded by Scotiabank from “sector perform” to “sector outperform”. They now have a $125.00 price target on the stock, up from $120.00.
  • 6/29/2026 – CF Industries had its “buy (b)” rating reaffirmed by Weiss Ratings.
  • 6/23/2026 – CF Industries had its price target lowered by The Goldman Sachs Group, Inc. from $133.00 to $115.00. They now have a “neutral” rating on the stock.
  • 6/17/2026 – CF Industries had its price target lowered by HSBC Holdings plc from $130.00 to $121.00.
  • 6/15/2026 – CF Industries was downgraded by Zacks Research from “strong-buy” to “hold”.
  • 6/15/2026 – CF Industries had its price target lowered by BNP Paribas Exane from $140.00 to $120.00. They now have a “neutral” rating on the stock.
  • 6/3/2026 – CF Industries had its price target raised by JPMorgan Chase & Co. from $94.00 to $115.00. They now have a “neutral” rating on the stock.
  • 5/28/2026 – CF Industries had its price target raised by Berenberg Bank from $86.00 to $106.00. They now have a “hold” rating on the stock.
  • 5/18/2026 – CF Industries was upgraded by Freedom Capital from “hold” to “strong-buy”.

CF Industries Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, August 31st. Investors of record on Friday, August 14th will be paid a $0.60 dividend. This represents a $2.40 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend is Friday, August 14th. This is a boost from CF Industries’s previous quarterly dividend of $0.50. CF Industries’s dividend payout ratio (DPR) is currently 21.56%.

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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