← Markets

CF Industries Holdings, Inc.

CF · NYSE

Market closed$121.44$2.78 (+2.34%)After hours $121.43 · -0.01%

Key statistics

Previous close$118.66
Open$119.57
Day high$123.00
Day low$119.52
52-week high$141.96
52-week low$75.42
Market cap18.66B
Volume2.98M
Average volume2.89M
P/E ratio10.52
Forward P/E5.10
EPS11.54
Dividend yield+1.65%

Market context

Why it moved

CF Industries shares rose as the stock benefited from a broad market rotation into value and non-tech sectors, with investors shifting capital away from declining semiconductor and technology stocks amid a broader market broadening trend, supporting nitrogen fertilizer producers like CF Industries.

Investing.comMarketbeatSubstackMcdermottplusFacebook

What is happening

Recent company-specific developments and publisher coverage.

July 18, 2026CF Industries shares rose despite RBC Capital lowering its price target to $115 from $125 (while maintaining a Sector Perform rating), joining a string of recent analyst target cuts from Morgan Stanley and UBS. Investors appear focused on the company's robust fundamentals — including a 20% quarterly dividend hike to $0.60/share announced July 8 — and ongoing tailwinds from supply disruptions linked to renewed U.S.-Iran hostilities, which are supporting nitrogen fertilizer pricing and reinforcing CF's cost advantage as a low-cost North American producer.

2.3428

July 17, 2026CF Industries closed modestly higher, supported by fresh investor attention following the company's announcement of a 20% quarterly dividend increase to $0.60 per share — its most prominent shareholder return signal in recent months. The dividend hike, backed by $1.79 billion in 2026 free cash flow and ongoing share buybacks, reinforces confidence in CF's capital discipline amid strong nitrogen fertilizer demand. Analysts see the stock as modestly undervalued near a $126 fair value estimate, though risks remain around softening nitrogen prices and geopolitical normalization that could erode CF's North American gas cost advantage.

0.7214

July 16, 2026CF Industries edged lower Tuesday, giving back some of the prior session's 3.4% rally, as investors digested the company's recent 20% quarterly dividend hike to $0.60/share alongside a 55% YTD stock surge that has analysts largely on the sidelines with a consensus 'Hold' and an average price target of ~$120. The pullback comes despite bullish tailwinds: geopolitical tensions around the Strait of Hormuz have tightened global nitrogen supply, Q2 EPS estimates of $5.71/share imply 141% YoY growth, and the $3.7B Blue Point low-carbon ammonia joint venture remains a key long-term catalyst ahead of an August 5 earnings report.

-1.1159

July 15, 2026CF Industries closed modestly lower, pulling back after a strong prior session, as investors weighed the company's freshly announced 20% quarterly dividend hike to $0.60 per share alongside a stock that has already surged ~55% year-to-date. The dividend increase — reflecting management's confidence in robust cash generation, $2.66B in trailing operating cash flow, and strong Q1 net income of $615M — comes as tight nitrogen markets, geopolitical disruptions around the Strait of Hormuz, and limited new global capacity through 2030 continue to underpin pricing power. With next earnings due August 5 and the consensus analyst target near current levels (~$120), bulls are focused on Q2 EPS upside and the Blue Point low-carbon ammonia joint venture, while the broader Basic Materials sector (XLB) also closed lower amid macro headwinds.

-1.4307

July 14, 2026CF Industries rose sharply even as broader U.S. equities declined, benefiting from its dual role as a geopolitical beneficiary and shareholder-return story. Renewed U.S.-Iran military exchanges and Trump's reinstatement of an Iranian naval blockade sent oil prices surging over 4%, tightening global energy and nitrogen supply outlooks — a direct tailwind for CF as a major ammonia and nitrogen fertilizer producer. Adding to investor enthusiasm, CF recently announced a 20% dividend hike to $0.60 per share quarterly, alongside ongoing share buybacks, reinforcing management's confidence in cash generation even as the broader XLB materials ETF lagged.

3.4211

July 10, 2026CF Industries fell nearly 2.6% as a confluence of bearish forces weighed on the nitrogen fertilizer maker — both Morgan Stanley and UBS cut their price targets to $115 (from $135 and $140, respectively), aligning analyst consensus with the stock's current price level. The pressure came despite the company announcing a 20% dividend hike to $0.60/share and scheduling its Q2 earnings call for August 6, as renewed US-Iran military escalation — which had previously boosted CF's competitive edge as a low-cost nitrogen producer amid elevated global energy prices — now creates macro uncertainty with spiking oil prices reigniting inflation fears across markets.

-2.5637

July 9, 2026CF Industries closed sharply higher, outperforming a broadly weak market rattled by Middle East geopolitical tensions, after the company announced a 20% increase in its quarterly dividend — raising it from $0.50 to $0.60 per share, payable August 31. The dividend hike signals management confidence in the nitrogen fertilizer producer's cash generation and reinforces its shareholder-return narrative. The move helped CF buck a risk-off session driven by Trump declaring the U.S.-Iran ceasefire 'over,' which sent oil surging and weighed on most equities. Meanwhile, UBS cut its price target to $115 (from $140) with a Hold rating, reflecting caution around near-term earnings headwinds.

1.8227

July 8, 2026CF Industries edged higher despite a broader market pullback, as investors weighed a pair of notable analyst target cuts on the session. Both UBS and Morgan Stanley trimmed their price targets on CF to $115 — now aligned with the current share price — while maintaining Hold/Equal-Weight ratings, reflecting tempered near-term expectations amid forecasts for declining earnings over the next three years. The downgrades come against a backdrop of tight nitrogen markets, which have supported elevated pricing and strong margins, but analysts remain cautious as new capacity is expected to come online before 2030 and a DOJ price-fixing probe continues to cloud the sector.

1.5194

Zacks Investment Research · July 17, 2026CF Industries Boosts Shareholder Returns With 20% Dividend Hikemarketscreener.com · July 17, 2026RBC Cuts Price Target on CF Industries Holdings to $115 From $125, Keeps Sector Perform RatingKavout | AI · July 16, 2026Did CF Industries' Q4 2025 Earnings Beat Signal a Turning PointTradingView · July 16, 2026What Makes CF Industries Stock a Solid Investment Option Now?Stock Titan · July 8, 2026CF Industries lifts dividend 20% and sets Aug. 6 results callMoomoo · July 6, 2026UBS Maintains CF Industries Holdings(CF.US) With Hold Rating, Cuts Target Price to $115Simply Wall Street · June 5, 2026CF Industries Profit Boost From Strait Closure And What Comes NextInvestor's Business Daily · May 6, 2026Fertilizer Maker Trounces Earnings On High Profits Due To Hormuz Closure
Benzinga · July 17, 2026RBC Capital Maintains Sector Perform on CF Industries Holdings, Lowers Price Target to $115
Mt Newswire · July 17, 2026RBC Cuts Price Target on CF Industries Holdings to $115 From $125, Keeps Sector Perform Rating
Mt Newswire · July 8, 2026CF Industries Ups Quarterly Dividend 20% to $0.60 a Share, Payable Aug. 31 to Shareholders of Record Aug. 14
Benzinga · July 8, 2026CF Industries Raises Its Quarterly Cash Dividend From $0.50 To $0.60
Mt Newswire · July 7, 2026Morgan Stanley Adjusts Price Target on CF Industries Holdings to $115 From $135
Benzinga · July 7, 2026Morgan Stanley Maintains Equal-Weight on CF Industries Holdings, Lowers Price Target to $115
Mt Newswire · July 6, 2026UBS Adjusts Price Target on CF Industries Holdings to $115 From $130
Mt Newswire · June 30, 2026CF Industries Shares Rise After Scotiabank Upgrade

Peers

S&P 500SPX · $7,457.78-1.01%Nutrien Ltd.NTR · $67.28+0.27%The Mosaic CompanyMOS · $22.13-1.78%ICL Group LtdICL · $5.05+0.20%FMC CorporationFMC · $11.21-2.01%The Scotts Miracle-Gro CompanySMG · $70.98-3.39%Yara International ASAYAR.OL · 451.30-0.64%Corteva, Inc.CTVA · $87.30+0.75%CVR Partners, LPUAN · $119.02+0.19%LSB Industries, Inc.LXU · $11.39+2.89%Intrepid Potash, Inc.IPI · $34.20-0.03%K+S AGSDF.DE · €14.34+3.17%