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

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

• 4/30/2026 – CF Industries had its price target raised by Canadian Imperial Bank of Commerce from $118.00 to $128.00. They now have a “neutral” rating on the stock.
• 4/28/2026 – CF Industries had its price target raised by Morgan Stanley from $95.00 to $135.00. They now have an “equal weight” rating on the stock.
• 4/27/2026 – CF Industries had its price target raised by Barclays PLC from $130.00 to $145.00. They now have an “overweight” rating on the stock.
• 4/24/2026 – CF Industries was upgraded by Zacks Research from “hold” to “strong-buy”.
• 4/20/2026 – CF Industries had its price target raised by Scotiabank from $85.00 to $115.00. They now have a “sector perform” rating on the stock.
• 4/16/2026 – CF Industries had its price target raised by Barclays PLC from $120.00 to $130.00. They now have an “overweight” rating on the stock.
• 4/14/2026 – CF Industries had its price target raised by The Goldman Sachs Group, Inc. from $103.00 to $132.00. They now have a “neutral” rating on the stock.
• 4/11/2026 – CF Industries was upgraded by Wall Street Zen from “hold” to “buy”.
• 4/8/2026 – CF Industries had its price target raised by Morgan Stanley from $95.00 to $135.00. They now have an “equal weight” rating on the stock.
• 4/7/2026 – CF Industries had its price target raised by Royal Bank Of Canada from $100.00 to $125.00. They now have a “sector perform” rating on the stock.
• 3/31/2026 – CF Industries had its price target raised by Mizuho from $100.00 to $105.00. They now have an “underperform” rating on the stock.
• 3/26/2026 – CF Industries had its price target raised by UBS Group AG from $97.00 to $140.00. They now have a “neutral” rating on the stock.
• 3/25/2026 – CF Industries had its price target raised by BNP Paribas Exane from $95.00 to $140.00. They now have a “neutral” rating on the stock.
• 3/18/2026 – CF Industries had its price target raised by Bank of America Corporation from $86.00 to $103.00. They now have an “underperform” rating on the stock.
• 3/18/2026 – CF Industries had its price target raised by BMO Capital Markets from $115.00 to $140.00. They now have an “outperform” rating on the stock.
• 3/18/2026 – CF Industries had its “underperform” rating reaffirmed by Mizuho. They now have a $100.00 price target on the stock, up from $95.00.
• 3/17/2026 – CF Industries had its price target raised by Canadian Imperial Bank of Commerce from $100.00 to $118.00. They now have a “neutral” rating on the stock.
• 3/13/2026 – CF Industries was upgraded by Weiss Ratings from “hold (c+)” to “buy (b-)”.

CF Industries Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 29th. Investors of record on Friday, May 15th will be given a dividend of $0.50 per share. The ex-dividend date of this dividend is Friday, May 15th. This represents a $2.00 annualized dividend and a yield of 1.6%. CF Industries’s dividend payout ratio is currently 22.22%.

Insider Buying and Selling at CF Industries

In other news, VP Erik M. Mayer sold 1,500 shares of the stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $124.69, for a total value of $187,035.00. Following the completion of the transaction, the vice president owned 6,341 shares of the company’s stock, valued at approximately $790,659.29. This represents a 19.13% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Bert A. Frost sold 6,000 shares of the stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $126.00, for a total transaction of $756,000.00. Following the completion of the transaction, the executive vice president directly owned 69,472 shares of the company’s stock, valued at $8,753,472. This trade represents a 7.95% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 82,408 shares of company stock valued at $9,971,298 over the last three months. 0.51% of the stock is owned by insiders.

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.