Rep. Gilbert Ray Cisneros, Jr. Purchases Shares of CF Industries Holdings, Inc. (NYSE:CF)

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently bought shares of CF Industries Holdings, Inc. (NYSE:CF). In a filing disclosed on November 10th, the Representative disclosed that they had bought between $1,001 and $15,000 in CF Industries stock on October 20th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of BridgeBio Pharma (NASDAQ:BBIO) on 11/2/2026.
• Purchased $1,001 – $15,000 in shares of argenex (NASDAQ:ARGX) on 10/27/2026.
• Sold $1,001 – $15,000 in shares of Illumina (NASDAQ:ILMN) on 10/27/2026.
• Sold $1,001 – $15,000 in shares of Revvity (NYSE:RVTY) on 10/27/2026.
• Sold $15,001 – $50,000 in shares of PTC (NASDAQ:PTC) on 10/27/2026.
• Purchased $1,001 – $15,000 in shares of BridgeBio Pharma (NASDAQ:BBIO) on 10/27/2026.
• Purchased $1,001 – $15,000 in shares of MACOM Technology Solutions (NASDAQ:MTSI) on 10/27/2026.
• Sold $1,001 – $15,000 in shares of Micron Solutions (OTCMKTS:MICR) on 10/21/2026.
• Sold $1,001 – $15,000 in shares of Ciena (NYSE:CIEN) on 10/21/2026.
• Purchased $1,001 – $15,000 in shares of ServiceNow (NYSE:NOW) on 10/21/2026.

CF Industries Price Performance

Shares of CF traded up $1.66 during trading hours on Thursday, reaching $124.90. 1,482,705 shares of the stock traded hands, compared to its average volume of 2,188,468. The company has a current ratio of 2.98, a quick ratio of 2.68 and a debt-to-equity ratio of 0.36. CF Industries Holdings, Inc. has a 52-week low of $75.42 and a 52-week high of $141.96. The company’s 50-day moving average price is $121.63 and its two-hundred day moving average price is $117.36. The company has a market cap of $18.27 billion, a P/E ratio of 8.81, a price-to-earnings-growth ratio of 0.25 and a beta of 0.54.

CF Industries (NYSE:CF) last released its earnings results on Wednesday, November 4th. The basic materials company reported $2.87 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.00 by ($0.13). The business had revenue of $1.86 billion for the quarter, compared to analysts’ expectations of $1.77 billion. CF Industries had a return on equity of 24.52% and a net margin of 27.48%. The business’s revenue for the quarter was up 12.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.19 EPS. On average, analysts anticipate that CF Industries Holdings, Inc. will post 13.59 earnings per share for the current year.

CF Industries Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, November 30th. Shareholders of record on Monday, November 16th will be paid a dividend of $0.60 per share. The ex-dividend date is Monday, November 16th. This represents a $2.40 dividend on an annualized basis and a yield of 1.9%. CF Industries’s dividend payout ratio (DPR) is presently 16.94%.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on the company. Canadian Imperial Bank of Commerce upped their price objective on CF Industries from $125.00 to $133.00 and gave the company a “neutral” rating in a research report on Friday, October 23rd. Rothschild & Co Redburn raised CF Industries from a “sell” rating to a “neutral” rating and raised their price objective for the company from $98.00 to $110.00 in a research note on Monday, September 28th. Freedom Broker lifted their target price on CF Industries from $129.00 to $133.00 and gave the stock a “hold” rating in a report on Wednesday. Truist Financial set a $129.00 target price on CF Industries in a research report on Monday, November 2nd. Finally, set a $115.00 target price on CF Industries and gave the company a “sector perform” rating in a research report on Monday, October 5th. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, twelve have issued a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $123.30.

Hedge Funds Weigh In On CF Industries

Several institutional investors have recently made changes to their positions in CF. BlackRock Inc. bought a new stake in CF Industries during the 2nd quarter valued at $1,410,607,000. Dimensional Fund Advisors LP raised its holdings in CF Industries by 3.4% in the first quarter. Dimensional Fund Advisors LP now owns 4,458,907 shares of the basic materials company’s stock worth $579,062,000 after purchasing an additional 146,682 shares in the last quarter. Bank of America Corp DE raised its holdings in CF Industries by 8.4% in the first quarter. Bank of America Corp DE now owns 2,048,671 shares of the basic materials company’s stock worth $265,999,000 after purchasing an additional 158,119 shares in the last quarter. Bank of New York Mellon Corp purchased a new stake in shares of CF Industries during the second quarter valued at about $198,857,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in shares of CF Industries by 1.9% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,747,078 shares of the basic materials company’s stock valued at $189,139,000 after buying an additional 32,293 shares during the last quarter. Hedge funds and other institutional investors own 93.06% of the company’s stock.

Top CF Industries Stories

Here are a few of the latest stories about CF:

• Positive Sentiment: A Royal Bank of Canada analyst reportedly expects CF Industries’ stock to rise, providing a favorable signal for investors. CF Industries Stock Price Expected to Rise, Royal Bank Of Canada Analyst Says
• Positive Sentiment: Freedom Broker raised its price target from $129 to $133, though it maintained a “hold” rating. CF Industries Given New $133 Price Target at Freedom Broker
• Neutral Sentiment: Recent articles discuss an investment case for CF and whether the shares may be undervalued, but the available summaries don’t provide enough detail to establish a specific new catalyst or firm conclusion. The One Reason To Invest In CF Industries Stock Is CF Industries Stock Undervalued Right Now?

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

About CF Industries

CF Industries Holdings, Inc. is a producer and distributor of nitrogen fertilizer and related products. Its main offerings include ammonia, granular urea, urea ammonium nitrate (UAN) and ammonium nitrate, which are used primarily to support crop production. The company also supplies nitrogen products for industrial applications, including emissions control and chemical manufacturing. Founded in 1946 as the Central Farmers Fertilizer Company, CF Industries grew from a cooperative serving agricultural retailers into a major nitrogen producer.