CF Industries Holdings, Inc. $CF Shares Bought by Swedbank AB

Swedbank AB raised its holdings in CF Industries Holdings, Inc. (NYSE:CF) by 15.1% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 356,235 shares of the basic materials company’s stock after acquiring an additional 46,726 shares during the quarter. Swedbank AB’s holdings in CF Industries were worth $46,254,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the business. Van ECK Associates Corp boosted its holdings in CF Industries by 19.8% in the third quarter. Van ECK Associates Corp now owns 369,321 shares of the basic materials company’s stock valued at $33,128,000 after purchasing an additional 61,140 shares during the period. KBC Group NV grew its stake in CF Industries by 26.9% during the 4th quarter. KBC Group NV now owns 1,170,171 shares of the basic materials company’s stock worth $90,501,000 after purchasing an additional 248,020 shares in the last quarter. AIA Group Ltd purchased a new stake in CF Industries during the 3rd quarter worth about $376,000. BDF Gestion purchased a new stake in CF Industries during the 4th quarter worth about $1,779,000. Finally, Eminence Capital LP raised its position in CF Industries by 13.3% in the 3rd quarter. Eminence Capital LP now owns 1,339,669 shares of the basic materials company’s stock valued at $120,168,000 after purchasing an additional 157,442 shares in the last quarter. Institutional investors and hedge funds own 93.06% of the company’s stock.

Trending Headlines about CF Industries

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

• Positive Sentiment: CF Industries announced a 20% increase in its quarterly dividend to $0.60 per share, signaling confidence in cash generation and shareholder returns. CF Industries Holdings, Inc. Announces 20% Increase in Quarterly Dividend
• Positive Sentiment: Scotiabank raised its FY2026 earnings estimate for CF and kept a Sector Outperform rating with a $125 price target, reinforcing a constructive outlook on profitability. Scotiabank estimate update
• Positive Sentiment: Zacks Research lifted EPS estimates for FY2026, FY2027, Q3 2027 and Q4 2027, suggesting improving earnings expectations for the fertilizer producer. Zacks Research estimate updates
• Positive Sentiment: CF was added to Zacks’ Rank #1 (Strong Buy) and Best Value Stocks lists, which can draw attention from momentum- and value-oriented investors. New Strong Buy Stocks for July 8th
• Neutral Sentiment: CF confirmed it will report second-quarter and first-half 2026 results on August 5; this is a scheduled catalyst, but not a new operating update. CF Industries dividend announcement
• Negative Sentiment: Morgan Stanley cut its price target on CF to $115 from $135 and kept an Equal Weight rating, indicating more limited upside in the near term. Morgan Stanley price target cut

CF Industries Stock Up 1.8%

CF Industries stock opened at $116.99 on Thursday. The stock has a market cap of $17.97 billion, a PE ratio of 10.51 and a beta of 0.40. The company has a debt-to-equity ratio of 0.39, a current ratio of 3.54 and a quick ratio of 3.15. The stock’s fifty day moving average is $114.82 and its two-hundred day moving average is $107.51. CF Industries Holdings, Inc. has a 1-year low of $75.42 and a 1-year high of $141.96.

CF Industries Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, August 31st. Stockholders of record on Friday, August 14th will be given a dividend of $0.60 per share. This is a boost from CF Industries’s previous quarterly dividend of $0.50. The ex-dividend date of this dividend is Friday, August 14th. This represents a $2.40 annualized dividend and a dividend yield of 2.1%. CF Industries’s dividend payout ratio is 17.97%.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on the company. The Goldman Sachs Group decreased their price objective on CF Industries from $133.00 to $115.00 and set a “neutral” rating for the company in a research note on Tuesday, June 23rd. Freedom Capital upgraded shares of CF Industries from a “hold” rating to a “strong-buy” rating in a research note on Monday, May 18th. Scotiabank raised shares of CF Industries from a “sector perform” rating to a “sector outperform” rating and raised their target price for the company from $120.00 to $125.00 in a report on Tuesday, June 30th. Weiss Ratings reiterated a “buy (b)” rating on shares of CF Industries in a research note on Monday, June 29th. Finally, Berenberg Bank boosted their price target on shares of CF Industries from $86.00 to $106.00 and gave the stock a “hold” rating in a report on Thursday, May 28th. Two investment analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating, ten have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $117.25.

CF Industries Company Profile

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.