16,830 Shares in CF Industries Holdings, Inc. $CF Bought by IronBridge Private Wealth LLC

IronBridge Private Wealth LLC acquired a new stake in CF Industries Holdings, Inc. (NYSE:CF) in the 3rd quarter, Holdings Channel reports. The firm acquired 16,830 shares of the basic materials company’s stock, valued at approximately $1,939,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of CF. Brighton Jones LLC raised its stake in shares of CF Industries by 5.4% during the 3rd quarter. Brighton Jones LLC now owns 2,731 shares of the basic materials company’s stock worth $315,000 after buying an additional 141 shares during the last quarter. Ethic Inc. boosted its position in shares of CF Industries by 5.2% in the 3rd quarter. Ethic Inc. now owns 13,068 shares of the basic materials company’s stock worth $1,505,000 after buying an additional 646 shares in the last quarter. AlphaCentric Advisors LLC boosted its position in shares of CF Industries by 9.9% in the 3rd quarter. AlphaCentric Advisors LLC now owns 1,224 shares of the basic materials company’s stock worth $141,000 after buying an additional 110 shares in the last quarter. Parallel Advisors LLC boosted its position in shares of CF Industries by 19.2% in the 3rd quarter. Parallel Advisors LLC now owns 4,193 shares of the basic materials company’s stock worth $483,000 after buying an additional 675 shares in the last quarter. Finally, Alps Advisors Inc. grew its stake in CF Industries by 13.9% in the 3rd quarter. Alps Advisors Inc. now owns 4,421 shares of the basic materials company’s stock valued at $509,000 after acquiring an additional 540 shares during the last quarter. 93.06% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research firms have weighed in on CF. Rothschild & Co Redburn upgraded shares of CF Industries from a “sell” rating to a “neutral” rating and raised their target price for the company from $98.00 to $110.00 in a report on Monday, September 28th. set a $115.00 target price on shares of CF Industries and gave the stock a “sector perform” rating in a research report on Monday, October 5th. Scotiabank upped their price target on shares of CF Industries from $125.00 to $130.00 and gave the company an “outperform” rating in a report on Monday, August 10th. Weiss Ratings upgraded shares of CF Industries from a “buy (b-)” rating to a “buy (b)” rating in a research report on Wednesday, September 16th. Finally, Canadian Imperial Bank of Commerce increased their price target on shares of CF Industries from $125.00 to $133.00 and gave the company a “neutral” rating in a research report on Friday, October 23rd. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, twelve have assigned a Hold rating and three have given a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $122.65.

CF Industries Stock Performance

CF Industries stock opened at $119.40 on Monday. CF Industries Holdings, Inc. has a fifty-two week low of $75.42 and a fifty-two week high of $141.96. The company has a market capitalization of $18.07 billion, a price-to-earnings ratio of 8.43, a PEG ratio of 0.24 and a beta of 0.54. The stock has a fifty day moving average of $122.45 and a two-hundred day moving average of $116.74. The company has a debt-to-equity ratio of 0.36, a quick ratio of 2.68 and a current ratio of 2.98.

CF Industries (NYSE:CF) last issued its quarterly earnings data on Wednesday, November 4th. The basic materials company reported $2.87 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.00 by ($0.13). The company had revenue of $1.86 billion during the quarter, compared to analysts’ expectations of $1.77 billion. CF Industries had a net margin of 27.48% and a return on equity of 24.52%. The firm’s revenue was up 12.1% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.19 earnings per share. On average, analysts anticipate that CF Industries Holdings, Inc. will post 13.68 EPS for the current fiscal year.

CF Industries Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, November 30th. Investors of record on Monday, November 16th will be paid a $0.60 dividend. The ex-dividend date of this dividend is Monday, November 16th. This represents a $2.40 annualized dividend and a yield of 2.0%. CF Industries’s payout ratio is presently 16.94%.

More CF Industries News

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

• Positive Sentiment: CF outlined a goal of $3.3 billion in mid-cycle EBITDA by 2030 and said its Blue Point One project is advancing, providing a long-term growth target for investors to assess. Article: CF Industries outlines $3.3B mid-cycle EBITDA by 2030 as Blue Point One advances
• Positive Sentiment: Scotiabank reaffirmed its Buy rating, signaling continued analyst confidence in the shares. Article: Scotiabank Reaffirms Their Buy Rating on CF Industries
• Neutral Sentiment: CF reported third-quarter revenue of $1.86 billion, up 12.1% year over year and above estimates. Nine-month net earnings were $1.78 billion and adjusted EBITDA was $3.01 billion; the reported nine-month results included a roughly $170 million litigation gain. Article: CF Industries reports first nine months 2026 results
• Neutral Sentiment: CF was featured among CNBC’s “final trades,” though the headline does not specify the rationale or direction of the call. Article: CNBC Final Trades
• Negative Sentiment: Third-quarter EPS of $2.87 missed consensus estimates of about $3.00. Higher costs offset sales growth, and the miss was associated with CF shares crossing below their 200-day moving average, a potential technical concern. Article: CF Q3 Earnings Miss Estimates as Higher Costs Offset Sales Gains

About CF Industries

CF Industries Holdings, Inc is a producer and distributor of nitrogen fertilizer and related products. Its main offerings include ammonia, granular urea, urea ammonium nitrate (UAN) and ammonium nitrate, which are used primarily to support crop production. The company also supplies nitrogen products for industrial applications, including emissions control and chemical manufacturing.

Founded in 1946 as the Central Farmers Fertilizer Company, CF Industries grew from a cooperative serving agricultural retailers into a major nitrogen producer.