Wealth Enhancement Advisory Services LLC Purchases 96,986 Shares of CF Industries Holdings, Inc. $CF

Wealth Enhancement Advisory Services LLC raised its holdings in shares of CF Industries Holdings, Inc. (NYSE:CF) by 57.5% during the third quarter, according to its most recent filing with the SEC. The firm owned 265,724 shares of the basic materials company’s stock after purchasing an additional 96,986 shares during the period. Wealth Enhancement Advisory Services LLC owned 0.16% of CF Industries worth $24,439,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Trust Co. of Toledo NA OH bought a new position in CF Industries in the second quarter worth about $26,000. Harbor Capital Advisors Inc. raised its holdings in shares of CF Industries by 78.0% in the third quarter. Harbor Capital Advisors Inc. now owns 292 shares of the basic materials company’s stock worth $26,000 after buying an additional 128 shares during the last quarter. True Wealth Design LLC raised its stake in CF Industries by 396.2% in the 3rd quarter. True Wealth Design LLC now owns 387 shares of the basic materials company’s stock worth $35,000 after acquiring an additional 309 shares during the last quarter. Eastern Bank acquired a new stake in shares of CF Industries during the third quarter worth about $35,000. Finally, MUFG Securities EMEA plc acquired a new stake in CF Industries during the 2nd quarter valued at approximately $44,000. 93.06% of the stock is owned by institutional investors.

CF Industries Trading Up 3.8%

NYSE CF opened at $91.77 on Thursday. The firm has a 50 day simple moving average of $80.04 and a 200-day simple moving average of $85.15. The firm has a market cap of $14.31 billion, a price-to-earnings ratio of 11.06 and a beta of 0.69. The company has a debt-to-equity ratio of 0.39, a quick ratio of 1.99 and a current ratio of 2.27. CF Industries Holdings, Inc. has a one year low of $67.34 and a one year high of $104.45.

CF Industries (NYSE:CF) last posted its quarterly earnings data on Wednesday, November 5th. The basic materials company reported $2.19 earnings per share for the quarter, topping analysts’ consensus estimates of $2.06 by $0.13. CF Industries had a return on equity of 18.14% and a net margin of 20.47%.The business had revenue of $1.66 billion for the quarter, compared to analyst estimates of $1.59 billion. During the same quarter in the prior year, the company earned $1.55 earnings per share. The company’s revenue was up 21.1% on a year-over-year basis. Equities research analysts anticipate that CF Industries Holdings, Inc. will post 5.83 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of analysts have recently commented on the company. Wells Fargo & Company started coverage on CF Industries in a research note on Tuesday, November 11th. They issued an “overweight” rating and a $100.00 target price on the stock. BNP Paribas Exane lifted their target price on shares of CF Industries from $80.00 to $90.00 and gave the company a “neutral” rating in a research report on Wednesday. Royal Bank Of Canada increased their price objective on CF Industries from $90.00 to $95.00 and gave the company a “sector perform” rating in a research note on Tuesday. Rothschild & Co Redburn increased their price objective on shares of CF Industries from $78.00 to $86.00 in a report on Monday, November 10th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of CF Industries in a report on Monday, December 29th. Two equities research analysts have rated the stock with a Strong Buy rating, three have given a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $92.63.

Key Stories Impacting CF Industries

Here are the key news stories impacting CF Industries this week:

• Positive Sentiment: Trafigura and U.S. industry moves to advance low‑carbon ammonia increase the market opportunity for CF’s decarbonized ammonia push; investors may reward CF for exposure to a growing low‑carbon product line. Read More.
• Positive Sentiment: Royal Bank of Canada raised its price target to $95 (keeps sector perform), signaling incremental analyst confidence that supports the share move. Read More.
• Neutral Sentiment: BNP Paribas raised its target to $90 but maintained a neutral rating, a modestly constructive but cautious signal that implies limited near‑term upside from this note. Read More.
• Neutral Sentiment: CF published its 2026 results schedule (Q4 2025 results after market close Feb 18; call Feb 19) — a clear near‑term catalyst that will focus investor attention on winter volumes, margins and ammonia pricing. Read More.
• Neutral Sentiment: Coverage highlighting the CFO transition and details on low‑carbon ammonia partnerships flags mixed impacts—leadership change can create short‑term uncertainty while partnership progress is strategically positive. Read More.
• Neutral Sentiment: Recent commentary debates whether CF’s rally is supported by fundamentals or stretched valuation; “Bull of the Day” features provide retail/technical interest but not new fundamental proof. Read More. Read More.
• Negative Sentiment: MarketWatch notes CF has underperformed peers despite daily gains, highlighting relative weakness that could limit further upside if sector rotation continues or peers report stronger results. Read More.

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.