Analysts’ Recent Ratings Changes for CF Industries (CF)

CF Industries (NYSE: CF) has recently received a number of price target changes and ratings updates:

• 5/18/2026 – CF Industries was upgraded by Freedom Capital from “hold” to “strong-buy”.
• 5/14/2026 – CF Industries had its price target raised by Bank of America Corporation from $103.00 to $106.00.
• 5/11/2026 – CF Industries had its price target raised by Scotiabank from $115.00 to $120.00. They now have a “sector perform” rating on the stock.
• 5/11/2026 – CF Industries had its price target raised by Scotiabank from $115.00 to $120.00. They now have a “sector perform” rating on the stock.
• 5/8/2026 – CF Industries had its price target raised by The Goldman Sachs Group, Inc. from $132.00 to $133.00.
• 5/8/2026 – CF Industries had its price target lowered by UBS Group AG from $140.00 to $130.00.
• 4/30/2026 – CF Industries had its price target raised by Canadian Imperial Bank of Commerce from $118.00 to $128.00. They now have a “neutral” rating on the stock.
• 4/28/2026 – CF Industries had its price target raised by Morgan Stanley from $95.00 to $135.00. They now have an “equal weight” rating on the stock.
• 4/27/2026 – CF Industries had its price target raised by Barclays PLC from $130.00 to $145.00. They now have an “overweight” rating on the stock.
• 4/24/2026 – CF Industries was upgraded by Zacks Research from “hold” to “strong-buy”.
• 4/20/2026 – CF Industries had its price target raised by Scotiabank from $85.00 to $115.00. They now have a “sector perform” rating on the stock.
• 4/16/2026 – CF Industries had its price target raised by Barclays PLC from $120.00 to $130.00. They now have an “overweight” rating on the stock.
• 4/14/2026 – CF Industries had its price target raised by The Goldman Sachs Group, Inc. from $103.00 to $132.00. They now have a “neutral” rating on the stock.
• 4/11/2026 – CF Industries was upgraded by Wall Street Zen from “hold” to “buy”.
• 4/8/2026 – CF Industries had its price target raised by Morgan Stanley from $95.00 to $135.00. They now have an “equal weight” rating on the stock.
• 4/7/2026 – CF Industries had its price target raised by Royal Bank Of Canada from $100.00 to $125.00. They now have a “sector perform” rating on the stock.
• 3/31/2026 – CF Industries had its price target raised by Mizuho from $100.00 to $105.00. They now have an “underperform” rating on the stock.

CF Industries Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, May 29th. Stockholders of record on Friday, May 15th will be issued a $0.50 dividend. The ex-dividend date is Friday, May 15th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.6%. CF Industries’s dividend payout ratio is presently 17.97%.

Insider Activity at CF Industries

In other CF Industries news, VP Richard A. Hoker sold 6,184 shares of the firm’s stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $109.33, for a total transaction of $676,096.72. Following the transaction, the vice president directly owned 34,535 shares in the company, valued at $3,775,711.55. This trade represents a 15.19% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Susan L. Menzel sold 18,041 shares of CF Industries stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $136.06, for a total value of $2,454,658.46. Following the sale, the executive vice president directly owned 55,762 shares of the company’s stock, valued at approximately $7,586,977.72. This trade represents a 24.44% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 82,408 shares of company stock worth $9,971,298. 0.51% of the stock is currently owned by corporate insiders.

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.