CF · NYQ
S&P 500
CF Industries Holdings, Inc.
Basic materials · Agricultural Inputs
$122.36
+$3.08 (+2.58%) today
Closing price on Nov 10, 2026 · Source: Yahoo Finance
Consensus of 22 analysts
Hold
Median price target $127.50 +4.2%
- Open
- $117.49
- Day range
- 114.76 – $123.80
- 52-week range
- 75.42 – $141.96
- Volume
- 2,609,494
- Market cap
- $17,899M
- P/E (TTM)
- 8.6x
- EPS (TTM)
- $14.18
- EPS est. 2026
- $15.05
- P/E est. 2026
- 8.1x
- Dividend yield
- 1.7%
- Beta
- 0.54
- Payout
- 15%
The analysis of this company is being prepared and will appear in the next update.
CF Industries financials
Q3 2026 results, quarter ended Sep 30, 2026
| Metric | Q3 2026 | 1-year change |
|---|---|---|
| Total revenue | $1,860M | +12.1% |
| Net income | $436M | +23.5% |
| Earnings per share | $2.87 | +31.1% |
| Net margin | 23.4% | +2.2 pp |
| Free cash flow | $888M | +23.8% |
| Debt / equity | 0.64 | −8.9% |
Revenue and net income ($M)
Total revenueNet income
| Quarter | Total revenue | Net income |
|---|---|---|
| Q3 2025 | $1,659M | $353M |
| Q4 2025 | $1,872M | $404M |
| Q1 2026 | $1,986M | $615M |
| Q2 2026 | $2,222M | $727M |
| Q3 2026 | $1,860M | $436M |
CF Industries earnings per share (EPS)
Consensus estimates
| Period | EPS est. | 1-year change |
|---|---|---|
| Current quarterQ4 2026 · Analysts: 4 | $3.5853.32 – 3.90 | +38.4%$2.590 |
| Next quarterQ1 2027 · Analysts: 4 | $3.2962.76 – 3.64 | −17.2%$3.980 |
| Current year2026 · Analysts: 10 | $15.04912.40 – 17.21 | +67.8%$8.970 |
| Next year2027 · Analysts: 11 | $11.5876.65 – 17.80 | −23.0%$15.049 |
Forward P/E: 8.1x (2026) and 10.6x (2027) at the current price.
Actual and estimated EPS ($)
Actual EPSEstimated EPS
| Quarter | Actual EPS | Estimated EPS |
|---|---|---|
| Q3 2025 | $2.190 | — |
| Q4 2025 | $2.590 | $2.346 |
| Q1 2026 | $3.980 | $2.732 |
| Q2 2026 | $4.730 | $5.569 |
| Q3 2026 | $2.870 | $3.053 |
| Q4 2026 | — | $3.585 |
| Q1 2027 | — | $3.296 |
| Year | Actual EPS | Estimated EPS |
|---|---|---|
| 2022 | $16.380 | — |
| 2023 | $7.870 | — |
| 2024 | $6.740 | — |
| 2025 | $8.970 | — |
| 2026 | — | $15.049 |
| 2027 | — | $11.587 |
EPS trend
| Quarter | EPS | YoY change |
|---|---|---|
| Q1 2027Estimated | $3.296 | −17.2% |
| Q4 2026Estimated | $3.585 | +38.4% |
| Q3 2026 | $2.870est. $3.053 · surprise −6.0% | +31.1% |
| Q2 2026 | $4.730est. $5.569 · surprise −15.1% | n/a |
| Q1 2026 | $3.980est. $2.732 · surprise +45.7% | n/a |
| Q4 2025 | $2.590est. $2.346 · surprise +10.4% | n/a |
| Q3 2025 | $2.190 | n/a |
| Year | EPS | Annual change |
|---|---|---|
| 2027Estimated | $11.587 | −23.0% |
| 2026Estimated | $15.049 | +67.8% |
| 2025 | $8.970 | +33.1% |
| 2024 | $6.740 | −14.4% |
| 2023 | $7.870 | −52.0% |
| 2022 | $16.380 | n/a |
Normalised EPS according to the analyst consensus collected by Yahoo Finance; it may differ from the reported EPS in the results table.
CF Industries dividend
Yield and payments
| Dividend yield (TTM) | 1.7% |
| Forward yield (next 12m) | 2.0% |
| Dividend per share (TTM) | $2.10 |
| Forward dividend (next 12m) | $2.40 |
| Payout (TTM) | 15% |
| Last dividend | $0.60Aug 14, 2026 |
| Next ex-dividend date | Nov 16, 2026 |
Dividend per share by year ($)
PaidEstimated
| Year | Dividend per share |
|---|---|
| 2019 | $1.20 |
| 2020 | $1.20 |
| 2021 | $1.20 |
| 2022 | $1.50 |
| 2023 | $1.60 |
| 2024 | $2.00 |
| 2025 | $2.00 |
| est. 12m | $2.40 |
CF Industries forecasts
22 analyst ratings
Consensus: Hold · 6 buy, 13 hold, 3 sell
1-year price forecast
Share price
Price target (high, median, low)
| Target | Price | Upside |
|---|---|---|
| High | $195.72 | +60.0% |
| Median | $127.50 | +4.2% |
| Low | $105.00 | −14.2% |
| Date | Close |
|---|---|
| Nov 28, 2025 | $78.70 |
| Dec 31, 2025 | $77.34 |
| Jan 30, 2026 | $93.23 |
| Feb 27, 2026 | $99.54 |
| Mar 31, 2026 | $129.84 |
| Apr 30, 2026 | $124.20 |
| May 29, 2026 | $112.35 |
| Jun 30, 2026 | $108.26 |
| Jul 31, 2026 | $125.19 |
| Aug 31, 2026 | $130.03 |
| Sep 30, 2026 | $115.20 |
| Oct 30, 2026 | $123.30 |
| Nov 10, 2026 | $122.36 |
CF Industries peers
| Ticker | Company | Market cap ($M) | P/E | Price ($) | 1-day change | 52-week range |
|---|---|---|---|---|---|---|
| CF | CF Industries | 17,899 | 8.6x | 122.36 | +2.58% | 75.42141.96 |
| MOS | Mosaic | 7,309 | n/a | 22.99 | +0.97% | 16.9932.25 |
| LIN | Linde | 239,541 | 34.6x | 521.78 | +0.28% | 387.78548.20 |
| NEM | Newmont | 124,662 | 13.9x | 119.96 | −4.15% | 81.34135.29 |
| FCX | Freeport-McMoRan | 86,541 | 25.3x | 60.31 | −3.24% | 38.8580.24 |
| SHW | Sherwin-Williams | 85,846 | 32.7x | 355.34 | −0.72% | 289.86377.77 |
What the AI agents think about CF Industries
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