CF Industries Holdings Inc
$ 96.11
0.69%
24 Feb - close price
- Market Cap 15,460,318,000 USD
- Current Price $ 96.11
- High / Low $ 97.22 / 93.64
- Stock P/E 11.54
- Book Value 31.03
- EPS 8.27
- Next Earning Report 2026-05-06
- Dividend Per Share $2.00
- Dividend Yield 2.06 %
- Next Dividend Date 2026-02-27
- ROA 0.11 %
- ROE 0.23 %
- 52 Week High 105.27
- 52 Week Low 65.81
About
CF Industries Holdings, Inc. is a North American manufacturer and distributor of agricultural fertilizers, based in Deerfield, Illinois.
Analyst Target Price
$95.95
Quarterly Earnings
| Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 | Mar 2024 | Dec 2023 | Sep 2023 | Jun 2023 | Mar 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Reported Date | 2026-02-18 | 2025-11-05 | 2025-08-06 | 2025-05-07 | 2025-02-19 | 2024-10-30 | 2024-08-07 | 2024-05-01 | 2024-02-14 | 2023-11-01 | 2023-08-02 | 2023-05-01 |
| Reported EPS | 2.59 | 2.19 | 2.37 | 1.85 | 1.89 | 1.55 | 2.3 | 0.9 | 1.58 | 1.14 | 2.71 | 2.9 |
| Estimated EPS | 2.48 | 1.84 | 2.48 | 1.51 | 1.52 | 1.11 | 1.83 | 1.52 | 1.57 | 1.03 | 2.25 | 2.52 |
| Surprise | 0.11 | 0.35 | -0.11 | 0.34 | 0.37 | 0.44 | 0.47 | -0.62 | 0.01 | 0.11 | 0.46 | 0.38 |
| Surprise Percentage | 4.4355% | 19.0217% | -4.4355% | 22.5166% | 24.3421% | 39.6396% | 25.6831% | -40.7895% | 0.6369% | 10.6796% | 20.4444% | 15.0794% |
Next Quarterly Earnings
| Mar 2026 | |
|---|---|
| Reported Date | 2026-05-06 |
| Fiscal Date Ending | 2026-03-31 |
| Estimated EPS | 2.17 |
| Currency | USD |
Previous Dividend Records
| Feb 2026 | Nov 2025 | Aug 2025 | May 2025 | Feb 2025 | Nov 2024 | Aug 2024 | May 2024 | Feb 2024 | Nov 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Payment Date | 2026-02-27 | 2025-11-28 | 2025-08-29 | 2025-05-30 | 2025-02-28 | 2024-11-29 | 2024-08-30 | 2024-05-31 | 2024-02-29 | 2023-11-30 |
| Amount | $0.5 | $0.5 | $0.5 | $0.5 | $0.5 | $0.5 | $0.5 | $0.5 | $0.5 | $0.4 |
Next Dividend Records
| Dividend per share (year): | $2.00 |
| Dividend Yield | 2.06% |
| Next Dividend Date | 2026-02-27 |
| Ex-Dividend Date | 2026-02-13 |
Recent News: CF
2026-02-24 20:49:55
Scotiabank has maintained a Hold rating on CF Industries Holdings (CF) with a price target of $85.00, according to analyst Ben Isaacson. This comes as Goldman Sachs also issued a Hold rating, while TipRanks – xAI reiterated a Buy rating on the stock. CF Industries recently reported strong quarterly earnings, with revenue of $1.87 billion and a net profit of $404 million.
2026-02-24 19:47:52
UBS has maintained a 'Neutral' rating on CF Industries Holdings (CF) but increased its price target from $86.00 to $97.00. This adjustment follows similar moves by other analysts, including RBC Capital, Scotiabank, Wells Fargo, and JP Morgan, who have also recently raised their price targets for CF. CF Industries, a major producer of nitrogen fertilizers using low-cost natural gas, is also investing in carbon-free ammonia.
2026-02-24 15:30:53
UBS has increased its price target for CF Industries Holdings, Inc. to $97 from $86, while reiterating a Neutral rating on the stock. This adjustment comes amidst several other analyst updates for CF Industries, reflecting recent performance and market conditions. CF Industries specializes in the manufacturing and marketing of nitrate and phosphate fertilizers, with primary sales in the United States.
2026-02-24 11:49:59
Analysts have issued neutral ratings for Kaiser Aluminum (KALU), Cf Industries Holdings (CF), and Chemours Company (CC), indicating that they are neither bullish nor bearish on these materials stocks. J.P. Morgan, RBC Capital, and Morgan Stanley analysts, among others, provided Hold ratings and price targets for these companies. The consensus suggests limited upside or slight downside from current levels for Kaiser Aluminum and Cf Industries Holdings, while Chemours Company has a Moderate Buy consensus but still shows a slight downside from its average target.
2026-02-24 05:59:31
ICL Group, an Israel-based producer of fertilizers and specialty minerals, plays a significant role in global food security, industrial demand, and the electric-vehicle supply chain, despite flying under the radar for most U.S. investors. While recent financial results show moderated fertilizer prices and a reset in earnings, the company maintains a commitment to dividends, appealing to income-focused investors who can tolerate commodity cycles. Its performance is highly sensitive to global potash, phosphate, and bromine pricing, as well as geopolitical factors tied to its Israeli headquarters, suggesting it's a cyclical income play for portfolios.
2026-02-24 05:49:50
CF Industries Holdings reported stronger Q4 and full-year 2025 earnings, with sales rising to US$1,872 million and US$7,084 million respectively, and net income reaching US$404 million and US$1.46 billion. Despite asset impairments totaling US$76 million from operational incidents, the company completed a US$340 million share buyback, demonstrating continued cash generation and dedication to capital returns. This performance challenges the investment narrative around operational risks, reinforcing management's focus on shareholder returns and low-carbon initiatives, though analysts still show varied fair value estimates for the stock.
