CF Industries (CF) – Investment Analysts’ Recent Ratings Changes

A number of research firms have changed their ratings and price targets for CF Industries (NYSE: CF):

• 6/23/2026 – CF Industries had its price target lowered by The Goldman Sachs Group, Inc. from $133.00 to $115.00. They now have a “neutral” rating on the stock.
• 6/17/2026 – CF Industries had its price target lowered by HSBC Holdings plc from $130.00 to $121.00.
• 6/15/2026 – CF Industries was downgraded by Zacks Research from “strong-buy” to “hold”.
• 6/15/2026 – CF Industries had its price target lowered by BNP Paribas Exane from $140.00 to $120.00. They now have a “neutral” rating on the stock.
• 6/3/2026 – CF Industries had its price target raised by JPMorgan Chase & Co. from $94.00 to $115.00. They now have a “neutral” rating on the stock.
• 5/28/2026 – CF Industries had its price target raised by Berenberg Bank from $86.00 to $106.00. They now have a “hold” rating on the stock.
• 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.

CF Industries Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, May 29th. Stockholders of record on Friday, May 15th were issued a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date was Friday, May 15th. CF Industries’s dividend payout ratio (DPR) is currently 17.97%.

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.