CF Industries (CF) – Investment Analysts’ Recent Ratings Changes

Several analysts have recently updated their ratings and price targets for CF Industries (NYSE: CF):

• 2/4/2026 – CF Industries was given a new $72.00 price target on by analysts at Rothschild & Co Redburn.
• 2/4/2026 – CF Industries was downgraded by analysts at Rothschild & Co Redburn from a “hold” rating to a “strong sell” rating.
• 2/4/2026 – CF Industries had its “sell” rating reaffirmed by analysts at Rothschild & Co Redburn. They now have a $72.00 price target on the stock.
• 2/2/2026 – CF Industries had its price target lowered by analysts at Scotiabank from $90.00 to $82.00. They now have a “sector perform” rating on the stock.
• 1/21/2026 – CF Industries had its price target raised by analysts at BNP Paribas Exane from $80.00 to $90.00. They now have a “neutral” rating on the stock.
• 1/20/2026 – CF Industries had its price target raised by analysts at Royal Bank Of Canada from $90.00 to $95.00. They now have a “sector perform” rating on the stock.
• 1/15/2026 – CF Industries had its price target lowered by analysts at JPMorgan Chase & Co. from $87.00 to $80.00. They now have a “neutral” rating on the stock.
• 1/12/2026 – CF Industries had its price target lowered by analysts at UBS Group AG from $91.00 to $86.00. They now have a “neutral” rating on the stock.
• 1/12/2026 – CF Industries was upgraded by analysts at Zacks Research from a “hold” rating to a “strong-buy” rating.
• 1/8/2026 – CF Industries had its price target lowered by analysts at Bank of America Corporation from $83.00 to $78.00. They now have an “underperform” rating on the stock.
• 12/29/2025 – CF Industries had its “hold (c)” rating reaffirmed by analysts at Weiss Ratings.
• 12/22/2025 – CF Industries had its “hold (c)” rating reaffirmed by analysts at Weiss Ratings.
• 12/18/2025 – CF Industries had its price target lowered by analysts at Mizuho from $92.00 to $88.00. They now have a “neutral” rating on the stock.
• 12/16/2025 – CF Industries had its price target lowered by analysts at The Goldman Sachs Group, Inc. from $94.00 to $90.00. They now have a “neutral” rating on the stock.
• 12/15/2025 – CF Industries had its “hold (c)” rating reaffirmed by analysts at Weiss Ratings.
• 12/14/2025 – CF Industries was downgraded by analysts at Wall Street Zen from a “buy” rating to a “hold” rating.

CF Industries Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Friday, February 13th will be given a dividend of $0.50 per share. The ex-dividend date of this dividend is Friday, February 13th. This represents a $2.00 dividend on an annualized basis and a yield of 2.1%. CF Industries’s dividend payout ratio (DPR) is 24.10%.

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.