CF Industries (NYSE:CF) Price Target Raised to $113.00 at Wells Fargo & Company

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

A number of other equities analysts also recently issued reports on CF. UBS Group decreased their price objective on CF Industries from $91.00 to $86.00 and set a “neutral” rating for the company in a report on Monday, January 12th. Zacks Research lowered shares of CF Industries from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, February 10th. BNP Paribas Exane lifted their price target on shares of CF Industries from $80.00 to $90.00 and gave the company a “neutral” rating in a research report on Wednesday, January 21st. HSBC dropped their price objective on shares of CF Industries from $95.00 to $91.00 and set a “hold” rating on the stock in a research note on Monday, November 24th. Finally, Rothschild & Co Redburn set a $72.00 target price on shares of CF Industries in a research note on Wednesday, February 4th. One analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, thirteen have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company has an average rating of “Hold” and a consensus price target of $93.93.

CF Industries Stock Performance

Shares of CF opened at $97.13 on Friday. The company has a 50-day simple moving average of $86.51 and a two-hundred day simple moving average of $85.17. The company has a debt-to-equity ratio of 0.41, a current ratio of 3.37 and a quick ratio of 1.99. The firm has a market capitalization of $15.15 billion, a PE ratio of 10.79 and a beta of 0.70. CF Industries has a one year low of $67.34 and a one year high of $105.27.

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

CF Industries Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Friday, February 13th will be issued a $0.50 dividend. The ex-dividend date of this dividend is Friday, February 13th. This represents a $2.00 annualized dividend and a yield of 2.1%. CF Industries’s payout ratio is 24.10%.

Institutional Investors Weigh In On CF Industries

Several institutional investors and hedge funds have recently made changes to their positions in the company. Harbor Capital Advisors Inc. lifted its position in CF Industries by 78.0% in the 3rd quarter. Harbor Capital Advisors Inc. now owns 292 shares of the basic materials company’s stock valued at $26,000 after acquiring an additional 128 shares in the last quarter. True Wealth Design LLC raised its stake in shares of CF Industries by 396.2% in the third quarter. True Wealth Design LLC now owns 387 shares of the basic materials company’s stock worth $35,000 after purchasing an additional 309 shares during the last quarter. Eastern Bank purchased a new position in shares of CF Industries in the third quarter worth $35,000. Hantz Financial Services Inc. lifted its holdings in shares of CF Industries by 46.3% during the fourth quarter. Hantz Financial Services Inc. now owns 493 shares of the basic materials company’s stock valued at $38,000 after purchasing an additional 156 shares in the last quarter. Finally, Peterson Wealth Services lifted its holdings in shares of CF Industries by 451.3% during the third quarter. Peterson Wealth Services now owns 441 shares of the basic materials company’s stock valued at $40,000 after purchasing an additional 361 shares in the last quarter. Institutional investors own 93.06% of the company’s stock.

Key CF Industries News

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.