CF Industries (NYSE:CF) Price Target Raised to $113.00

CF Industries (NYSE:CF) had its target price upped by Wells Fargo & Company from $100.00 to $113.00 in a report released on Friday morning, MarketBeat reports. The firm currently has an overweight rating on the basic materials company’s stock.

CF has been the topic of several other reports. Royal Bank Of Canada boosted their target price on CF Industries from $90.00 to $95.00 and gave the stock a “sector perform” rating in a report on Tuesday, January 20th. BNP Paribas Exane boosted their price objective on CF Industries from $80.00 to $90.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 21st. Canadian Imperial Bank of Commerce upgraded CF Industries to a “hold” rating in a report on Tuesday, December 2nd. UBS Group cut their price target on CF Industries from $91.00 to $86.00 and set a “neutral” rating for the company in a report on Monday, January 12th. Finally, The Goldman Sachs Group reiterated a “neutral” rating and set a $103.00 price target on shares of CF Industries in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, thirteen have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $93.93.

CF Industries Stock Down 2.3%

CF opened at $97.13 on Friday. The firm has a market cap of $15.15 billion, a price-to-earnings ratio of 10.79 and a beta of 0.70. The company has a debt-to-equity ratio of 0.41, a quick ratio of 2.93 and a current ratio of 3.37. The firm’s 50-day simple moving average is $86.51 and its 200-day simple moving average is $85.08. CF Industries has a twelve month low of $67.34 and a twelve month high of $105.27.

CF Industries (NYSE:CF) last released its quarterly earnings results on Wednesday, February 18th. The basic materials company reported $2.59 EPS for the quarter, beating analysts’ consensus estimates of $2.53 by $0.06. The firm had revenue of $1.87 billion for the quarter, compared to analyst estimates of $1.78 billion. CF Industries had a net margin of 20.54% and a return on equity of 19.84%. The company’s revenue for the quarter was up 22.8% compared to the same quarter last year. During the same period in the previous year, the business earned $1.89 earnings per share. Equities research analysts anticipate that CF Industries will post 5.83 EPS for the current fiscal year.

CF Industries Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Friday, February 13th will be given a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date is Friday, February 13th. CF Industries’s dividend payout ratio (DPR) is presently 22.22%.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in CF Industries by 3.1% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 17,500 shares of the basic materials company’s stock valued at $1,368,000 after buying an additional 518 shares during the period. Jones Financial Companies Lllp grew its holdings in CF Industries by 161.1% during the 1st quarter. Jones Financial Companies Lllp now owns 11,870 shares of the basic materials company’s stock worth $928,000 after acquiring an additional 7,324 shares during the period. Woodline Partners LP raised its position in shares of CF Industries by 40.7% during the 1st quarter. Woodline Partners LP now owns 14,703 shares of the basic materials company’s stock valued at $1,149,000 after acquiring an additional 4,252 shares during the last quarter. Focus Partners Wealth lifted its stake in shares of CF Industries by 21.8% in the 1st quarter. Focus Partners Wealth now owns 3,558 shares of the basic materials company’s stock valued at $278,000 after purchasing an additional 638 shares during the period. Finally, Geneos Wealth Management Inc. boosted its position in shares of CF Industries by 141.6% in the 1st quarter. Geneos Wealth Management Inc. now owns 790 shares of the basic materials company’s stock worth $62,000 after purchasing an additional 463 shares during the last quarter. Institutional investors own 93.06% of the company’s stock.

Trending Headlines about CF Industries

Here are the key news stories impacting CF Industries this week:

• Positive Sentiment: Q4 and full‑year results beat expectations — CF reported stronger-than-expected Q4 EPS and revenue, solid adjusted EBITDA and full‑year net earnings, which underpinned a positive outlook on margins and shareholder returns. Business Wire: CF Reports Full Year 2025 Results
• Positive Sentiment: Operational recovery and 2026 output guidance — management anticipates ~9.5 million tons of ammonia production in 2026 as the Yazoo City recovery continues, which supports revenue/volume recovery prospects. MSN: CF anticipates 9.5M tons ammonia output in 2026
• Positive Sentiment: Bullish analyst moves — BMO raised its price target to $115 (outperform) and Wells Fargo lifted its PT to $113 (overweight), signaling upside from some institutional analysts. MarketScreener: BMO raises PT to $115 MarketScreener: Wells Fargo raises PT to $113
• Neutral Sentiment: Company materials and call available — full earnings slide deck and the earnings‑call transcript were published, giving investors detailed guidance and machinery for modeling. Slide Deck Seeking Alpha: Q4 Earnings Call Transcript
• Negative Sentiment: Cost and volume headwinds — coverage and analyst notes flagged lower volumes and rising natural‑gas costs that could pressure margins if fertilizer prices soften, a risk highlighted in several earnings writeups. Zacks: Q4 beat but higher gas costs and lower volumes noted
• Negative Sentiment: Cautious analyst stance — JPMorgan raised its PT to $94 but kept a neutral rating; that PT sits below the current market level and may cap near‑term upside for some investors. MarketScreener: JPMorgan raises PT to $94 (neutral)

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.