What is KeyCorp’s Estimate for CF Industries Q3 Earnings?

CF Industries Holdings, Inc. (NYSE:CF) – Equities research analysts at KeyCorp issued their Q3 2026 earnings per share estimates for CF Industries in a report issued on Thursday, September 10th. KeyCorp analyst S. Tiano forecasts that the basic materials company will earn $2.62 per share for the quarter. KeyCorp has a “Strong Sell” rating on the stock. The consensus estimate for CF Industries’ current full-year earnings is $13.70 per share. KeyCorp also issued estimates for CF Industries’ Q4 2026 earnings at $3.19 EPS, FY2027 earnings at $8.80 EPS and FY2028 earnings at $8.50 EPS.

Several other equities research analysts have also weighed in on CF. JPMorgan Chase & Co. increased their target price on shares of CF Industries from $94.00 to $115.00 and gave the stock a “neutral” rating in a report on Wednesday, June 3rd. UBS Group upped their price objective on shares of CF Industries from $115.00 to $123.00 and gave the company a “neutral” rating in a research report on Friday, August 7th. HSBC dropped their price objective on CF Industries from $130.00 to $121.00 in a research note on Wednesday, June 17th. Royal Bank Of Canada reduced their target price on CF Industries from $125.00 to $115.00 and set a “sector perform” rating on the stock in a report on Friday, July 17th. Finally, Berenberg Bank boosted their target price on CF Industries from $86.00 to $106.00 and gave the company a “hold” rating in a research note on Thursday, May 28th. Two investment analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating, eleven have issued a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average target price of $116.47.

CF Industries Stock Up 3.4%

CF Industries stock opened at $135.66 on Monday. The firm has a market capitalization of $20.53 billion, a price-to-earnings ratio of 10.06, a PEG ratio of 0.26 and a beta of 0.40. The company’s 50 day simple moving average is $124.72 and its 200 day simple moving average is $120.32. The company has a debt-to-equity ratio of 0.36, a current ratio of 4.86 and a quick ratio of 4.32. CF Industries has a fifty-two week low of $75.42 and a fifty-two week high of $141.96.

CF Industries (NYSE:CF) last posted its earnings results on Wednesday, August 5th. The basic materials company reported $4.73 earnings per share (EPS) for the quarter, missing the consensus estimate of $5.63 by ($0.90). The company had revenue of $2.22 billion for the quarter, compared to analyst estimates of $2.45 billion. CF Industries had a return on equity of 24.41% and a net margin of 27.12%.CF Industries’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.37 earnings per share.

Institutional Investors Weigh In On CF Industries

Institutional investors have recently added to or reduced their stakes in the stock. Teamwork Financial Advisors LLC bought a new stake in shares of CF Industries during the 2nd quarter worth about $10,108,000. S&CO Inc. bought a new position in CF Industries in the 2nd quarter valued at about $2,630,000. Fideuram Intesa Sanpaolo Private Banking S.P.A. acquired a new stake in CF Industries during the fourth quarter worth approximately $11,556,000. Twin Capital Management Inc. acquired a new stake in CF Industries during the fourth quarter worth approximately $714,000. Finally, Deane Retirement Strategies Inc. boosted its holdings in shares of CF Industries by 27.1% during the second quarter. Deane Retirement Strategies Inc. now owns 62,022 shares of the basic materials company’s stock worth $6,708,000 after acquiring an additional 13,220 shares during the period. 93.06% of the stock is owned by institutional investors.

CF Industries Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, August 31st. Stockholders of record on Friday, August 14th were given a dividend of $0.60 per share. This is a positive change from CF Industries’s previous quarterly dividend of $0.50. This represents a $2.40 annualized dividend and a dividend yield of 1.8%. The ex-dividend date of this dividend was Friday, August 14th. CF Industries’s payout ratio is currently 17.79%.

CF Industries Company Profile

CF Industries Holdings, Inc is a global producer of nitrogen fertilizer and other nitrogen-based products. The company manufactures ammonia, granular urea, urea ammonium nitrate (UAN), ammonium nitrate and nitric acid, which are used primarily in agriculture to support crop production. Its industrial products also serve customers in areas such as emissions control, plastics, resins, chemicals and other manufacturing applications.

CF Industries operates production facilities in the United States, Canada and the United Kingdom and supplies agricultural and industrial customers in North America and international markets.