CF Industries
CF
Market cap $13B

78.37 USD

-1.42

1.78%

At close Apr 30, 4:00 PM EDT

After hours

78.37

+0.00

0.00%

1 day

-1.78%

5 days

1.75%

1 month

0.28%

3 months

-15.00%

6 months

-4.17%

Year to date

-8.69%

1 year

-0.76%

5 years

184.98%

10 years

36.32%

About: CF Industries is a leading producer and distributor of nitrogen, which is primarily used in fertilizers. The company operates nitrogen manufacturing plants primarily in North America. CF also produces nitrogen in the United Kingdom and holds a joint venture interest in a nitrogen production facility in Trinidad and Tobago. CF makes nitrogen primarily using low-cost US natural gas as its feedstock, making CF one of the lowest-cost nitrogen producers globally. The company is also investing in carbon-free blue and green ammonia, which can be used an alternative fuel to hydrogen or as a means to transport hydrogen.

Employees: 2,800

Materials Agricultural Inputs

0

Funds holding %

of 7,425 funds

0

Analysts bullish %

of 7 analysts

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

130% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 60

60% more funds holding in top 10

Funds holding in top 10: 5 [Q3] → 8 (+3) [Q4]

10% more funds holding

Funds holding: 696 [Q3] → 766 (+70) [Q4]

2% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 267

2% more capital invested

Capital invested by funds: $13.8B [Q3] → $14B (+$227M) [Q4]

0.55% more ownership

Funds ownership: 89.29% [Q3] → 89.84% (+0.55%) [Q4]

47% less call options, than puts

Call options by funds: $277M | Put options by funds: $524M

See Fund Rankings

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$79

1%

upside

Avg. target

$84

7%

upside

High target

$90

15%

upside

7 analyst ratings

0 positive

0%

7 neutral

100%

0 negative

0%

Barclays Benjamin Theurer 53% 1-year accuracy 18 / 34 met price target	11%upside $87	Equal-Weight Maintained	22 Apr 2025
UBS John Roberts 22% 1-year accuracy 8 / 37 met price target	1%upside $79	Neutral Maintained	16 Apr 2025
Morgan Stanley Vincent Andrews 40% 1-year accuracy 4 / 10 met price target	2%upside $80	Equal-Weight Maintained	11 Apr 2025
Scotiabank Ben Isaacson 44% 1-year accuracy 7 / 16 met price target	3%upside $81	Sector Perform Upgraded	9 Apr 2025
Goldman Sachs Duffy Fischer 43% 1-year accuracy 9 / 21 met price target	10%upside $86	Neutral Initiated	13 Mar 2025

See Analyst Rankings

Financial journalist opinion

Based on 10 articles about CF published over the past 30 days

Zacks Investment Research

CF Industries (CF) Reports Next Week: Wall Street Expects Earnings Growth

CF (CF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

CF Industries (CF) Reports Next Week: Wall Street Expects Earnings Growth

CF Industries Holdings, Inc. Declares Quarterly Dividend and Confirms Dates for First Quarter 2025 Results and Conference Call

NORTHBROOK, Ill.--(BUSINESS WIRE)--CF Industries Holdings, Inc. (NYSE: CF) today reported that its board of directors has declared a $0.50 per share dividend on its common stock. The dividend will be payable on May 30, 2025, to stockholders of record as of May 15, 2025. Additionally, the Company confirmed that it will report its first quarter 2025 results after the market close on Wednesday, May 7, 2025. The company plans to host a conference call to discuss these results at 11:00 a.m. ET on Th.

CF Industries Holdings, Inc. Declares Quarterly Dividend and Confirms Dates for First Quarter 2025 Results and Conference Call

Zacks Investment Research

Here's Why You Should Retain CF Industries Stock in Your Portfolio

While CF faces headwinds from weak prices, it benefits from healthy global demand for nitrogen fertilizers and lower natural gas costs.

Here's Why You Should Retain CF Industries Stock in Your Portfolio

Zacks Investment Research

Will CF (CF) Beat Estimates Again in Its Next Earnings Report?

CF (CF) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Will CF (CF) Beat Estimates Again in Its Next Earnings Report?

Zacks Investment Research

CF Forms JV With JERA & Mitsui for Low-Carbon Ammonia Production

The joint venture will be structured with CF holding a 40% stake, JERA 35% and Mitsui 25%.

CF Forms JV With JERA & Mitsui for Low-Carbon Ammonia Production

CF Industries forms JV for $4 billion low-carbon ammonia facility

CF Industries said on Tuesday it had formed a joint venture with Japan's largest energy firm, JERA, and investment firm Mitsui to construct low-carbon ammonia facility for about $4 billion.

CF Industries forms JV for $4 billion low-carbon ammonia facility

1PointFive Signs 25-Year Sequestration Agreement with CF Industries

Agreement calls for approximately 2.3 million metric tons of carbon dioxide to be securely stored per year at 1PointFive's Pelican Sequestration Hub in Louisiana Agreement calls for approximately 2.3 million metric tons of carbon dioxide to be securely stored per year at 1PointFive's Pelican Sequestration Hub in Louisiana

1PointFive Signs 25-Year Sequestration Agreement with CF Industries

CF Industries Announces Joint Venture with JERA Co., Inc., and Mitsui & Co., Inc., for Production and Offtake of Low-Carbon Ammonia

NORTHBROOK, Ill.--(BUSINESS WIRE)--CF Industries Holdings, Inc. (NYSE: CF), the world's largest producer of ammonia, announced today that it has formed a joint venture with JERA Co., Inc. (JERA), Japan's largest energy company, and Mitsui & Co., Inc. (Mitsui), a leading global investment and trading company, for the construction, production and offtake of low-carbon ammonia. Highlights Joint Venture Structure: Upon formation, CF Industries will hold 40% ownership, JERA 35% ownership, and Mi.

CF Industries Announces Joint Venture with JERA Co., Inc., and Mitsui & Co., Inc., for Production and Offtake of Low-Carbon Ammonia

Stock Picks From Seeking Alpha's March 2025 New Analysts

In March, we welcomed 30 new analysts to Seeking Alpha, and in this article we are showcasing their stock picks and investment strategies. Our analysts covered a diverse set of industries—including IT, financials, utilities, materials, and mining—and provided ratings ranging from Strong Sell to Strong Buy. Top picks include C3.ai, Robinhood, Central Puerto, CF Industries, and Kyndryl.

Stock Picks From Seeking Alpha's March 2025 New Analysts

Schaeffers Research

Power Ranking Our Top Stock Picks of 2025

Subscribers to Chart of the Week received this commentary on Sunday, March 30.

Power Ranking Our Top Stock Picks of 2025

See News Rankings

Charts implemented using Lightweight Charts™