CF (NYSE: CF) Form 144: Director/Broker schedules sale of 3,293 shares
CF Industries Holdings, Inc. (NYSE: CF) has filed a Form 144 indicating the scheduled sale of 3,293 shares of common stock. This sale is related to restricted stock vesting under a registered plan dated May 6, 2026, with a total transaction value of $401,306.06. The filing notes 153,629,000 shares outstanding as of May 22, 2026.
DOW Introduces New Simplified Cooling Management System
Dow Inc. (DOW) has launched its Coolant Care Network, a new service model designed to help data center operators enhance reliability and reduce operational risks in direct-to-chip liquid cooling systems. This initiative addresses the challenges posed by the growing demand for advanced cooling solutions in AI and cloud computing. The network offers a comprehensive approach to fluid management, combining supply, testing, data analysis, and expert support, and plans for global expansion.
CF Stock Up 28% in 3 Months: Can it Keep Rallying on Strong Demand?
CF Industries Holdings, Inc. (CF) shares have surged 27.5% in the last three months, outperforming its industry and the S&P 500, driven by strong nitrogen fertilizer demand, higher prices, and operational strength. The company's robust cash flow is supporting aggressive share repurchases and dividends, reinforcing shareholder returns. Favorable market conditions like strong agricultural activity and import demand, coupled with disciplined capital allocation, are expected to continue fueling CF's growth.
Analysts Are Bullish on These Materials Stocks: American Resources (AREC), Mosaic Co (MOS)
This article highlights bullish sentiments from analysts regarding two materials stocks: American Resources (AREC) and Mosaic Co (MOS). William Blair analyst Neal Dingmann maintained a Buy rating on American Resources, while BMO Capital analyst Joel Jackson maintained a Buy rating on Mosaic Co, also noting an upgrade by RBC Capital. The article provides current analyst consensus and price targets for both companies.
ICL Expands Higher Value Ingredients And Fertilizers Footprint In China And US
ICL Group is expanding its presence in China with a new food specialty plant and a distribution agreement, aiming for higher-value ingredients. Simultaneously, the company is growing its specialty fertilizers business in North America. These strategic moves align with ICL's focus on higher-margin products in specialty minerals, advanced fertilizers, and food ingredients, potentially reshaping its revenue distribution across regions and business lines.
CF Industries Holdings Inc. stock underperforms Thursday when compared to competitors
Shares of CF Industries Holdings Inc. (CF) fell by 1.31% on Thursday, closing at $121.69, while the broader market saw gains with the S&P 500 Index (SPX) rising 0.17% and the Dow Jones Industrial Average (DJIA) increasing 0.55%. This marked the second consecutive day of losses for the company's stock, indicating an underperformance relative to its competitors and the overall positive market trend.
PPG Launches SEM Automotive Refinish Products in Mexico
PPG Industries, Inc. (PPG) has expanded its offerings in Mexico's automotive refinish industry by introducing its SEM brand, which specializes in abrasives, detailing products, masking solutions, and aerosol repair systems. This strategic launch aims to provide comprehensive solutions for automotive repair, enhancing efficiency and quality for Mexican painters. Despite PPG's stock performance, the company anticipates strong demand for SEM products, which will be available through authorized distributors and Comex stores in major Mexican cities by mid-2026.
PPG Launches SEM Automotive Refinish Products in Mexico
PPG Industries, Inc. has introduced its SEM brand of automotive refinish products in Mexico, expanding its offerings in the automotive repair industry. The SEM brand, known for abrasives, detailing products, masking solutions, and aerosol repair systems, aims to help automotive specialists achieve professional finishes and reduce waste. This launch strengthens PPG's market position by providing comprehensive solutions beyond coatings to meet the demands of Mexican automotive painters.
Archer Daniels Midland’s SWOT analysis: stock faces policy headwinds
Archer Daniels Midland (ADM) is facing uncertainty due to pending biofuel legislation, which is expected to negatively impact its near-term performance, especially in its crush segment. Despite these headwinds, ADM's stock has shown strong returns over the past year, and its nutrition segment continues to provide stability and growth. The company's upcoming Q4 fiscal year 2025 earnings report on February 3rd will be closely watched for insights into its outlook and the impact of regulatory changes.
Is Nutrien Navigating a Shifting Fertilizer Landscape
Nutrien (NTR) faces challenges in 2026 due to increasing global nitrogen supply, volatile natural gas prices, and geopolitical risks, despite strong potash demand and solid Q4 2025 results. The company is actively responding with operational efficiency, strategic portfolio management, and disciplined capital allocation, including optimizing nitrogen operations and reviewing its phosphate business. While analyst sentiment is cautiously optimistic with a "Buy" consensus, investors are advised to monitor nitrogen price trends and global trade policies closely.
CF Industries (NYSE:CF) Trading Down 5% - Should You Sell?
CF Industries (NYSE:CF) shares dropped 5% on Wednesday, trading at $121.4870 with significantly lower than average volume. Despite a consensus "Hold" rating from analysts and an average price target of $118.47, the company recently reported strong quarterly results, beating EPS and revenue estimates, and declared a $0.50 dividend. Insider selling has also occurred, with SVP Michael Patrick Mcgrane and EVP Susan L. Menzel collectively selling shares worth nearly $3 million in the past few months.
CF Industries Holdings Inc. stock underperforms Wednesday when compared to competitors
CF Industries Holdings Inc. (CF) stock fell by 3.57% on Wednesday, closing at $123.30, while the broader market saw gains with the S&P 500 Index and Dow Jones Industrial Average rising. The company's stock is currently 13.14% below its 52-week high of $141.96, achieved on March 30th.
Fertilizer Demand Destruction Starts Reshaping Global Trade
Fertilizer markets are entering a new phase where weakening farmer demand is becoming as important as geopolitical supply disruption, despite the Strait of Hormuz closure. Farmers are reducing nitrogen and phosphate application rates due to elevated prices and financial stress, leading to demand destruction that reshapes global trade patterns. This could delay future supply disruptions but also increase the risk of lower crop yields and tighter agricultural inventories, especially in phosphate and sulfur markets.
CF Industries Holdings Drops 5.1% Amid Sector-Wide Selling
CF Industries Holdings (CF) saw its shares drop by 5.1% due to a broad sell-off impacting the nitrogen fertilizer sector. This decline mirrored similar drops for peers UAN and IPI, suggesting a sector-specific downturn rather than company-specific news. The synchronized selling indicates either a large position unwind or a shift in sentiment regarding agricultural input demand.
Project Blue Point: $3.7–4 Billion World’s Largest Low-Carbon Ammonia Plant Moves Forward in Louisiana at “Trump Speed”
The Project Blue Point, a $3.7-$4 billion low-carbon ammonia plant in Ascension Parish, Louisiana, is accelerating its development with fast-tracked permitting under the current administration, aiming to become the world's largest. This joint venture between CF Industries, JERA Co., Inc., and Mitsui & Co. aims to enhance U.S. fertilizer security, reduce reliance on imports, and stabilize prices for farmers, with commercial production targeted for 2029. The project includes carbon capture and sequestration, creating numerous construction and permanent jobs.
LSB Industries Reaches Agreement Establishing a Pathway to 100% Ownership of El Dorado CCS Project
LSB Industries has announced an agreement with Lapis Carbon Solutions to gain 100% ownership of Project Blue, a carbon capture and sequestration initiative at its El Dorado, Arkansas facility. This strategic move provides LSB full operational control and economic benefit from the project, which is expected to capture 400,000 to 500,000 metric tons of CO2 annually. The acquisition is structured in milestone-based stages, preserving capital flexibility while positioning LSB for substantial annual earnings and the production of low-carbon ammonia.
Fideuram Intesa Sanpaolo Private Banking S.P.A. Acquires Shares of 149,418 CF Industries Holdings, Inc. $CF
Fideuram Intesa Sanpaolo Private Banking S.P.A. recently acquired 149,418 shares of CF Industries Holdings, Inc. (NYSE:CF) valued at approximately $11.56 million during the fourth quarter. This acquisition gives the firm about 0.10% ownership of CF Industries. Several other institutional investors also adjusted their holdings in CF Industries, while company insiders made significant share sales.
CF Industries’ SWOT analysis: stock positioned for carbon tax shift
CF Industries Holdings, Inc. is strategically positioned for the upcoming European Carbon tax in 2026 due to its investments in low-carbon production technologies. While the company showed strong financial performance driven by its ammonia segment and a "GREAT" rating from InvestingPro, it faced mixed results with urea volumes falling short of expectations. This SWOT analysis details the company's strengths, weaknesses, opportunities, and threats, highlighting how the carbon tax could enhance its competitive edge despite ongoing industry volatility.
CF Industries’ SWOT analysis: stock positioned for carbon tax shift
CF Industries is strategically positioned to benefit from the upcoming European Carbon tax in 2026 due to significant investments in low-carbon production technologies. The company's recent financial performance showed strong adjusted EBITDA growth driven by its ammonia segment, offering a competitive advantage over more carbon-intensive producers. While facing challenges in urea pricing, CF Industries' proactive approach to environmental regulations and diversified product portfolio are expected to enhance its market share and profitability in the evolving fertilizer industry.
CF Financials: Revenue Breakdown, Margins & Competitor Comparison
This article provides a financial overview of CF Industries Holdings Inc (CF), detailing its revenue breakdown, profitability margins, and a comparison with competitors ICL and MOS. The company generates significant revenue from Ammonia, Granular Urea, and UAN, and demonstrates strong profitability with a gross margin of 37.41%. CF holds a leading market position with a capitalization of $19.24 billion, outperforming competitors in gross margin.
CF Industries Holdings Inc. stock outperforms competitors on strong trading day
CF Industries Holdings Inc. (CF) saw its stock rally by 2.11% to $127.86 on Tuesday, outperforming the broader market which experienced a poor trading session with the S&P 500 and Dow Jones Industrial Average both falling. The company closed 9.93% below its 52-week high.
CF Industries (CF) is a Great Momentum Stock: Should You Buy?
CF Industries (CF) has been identified as a strong momentum stock with a Zacks Rank of #1 (Strong Buy) and a Momentum Style Score of A. The article highlights its recent price performance, outperforming both its industry and the S&P 500 over various timeframes. Positive earnings estimate revisions also contribute to its strong outlook, suggesting it is a promising pick for investors looking for near-term growth.
Perspective: Morning Commentary for May 18
Stock futures faced pressure due to ongoing global bond rout and rising inflation risks from the closure of the Strait of Hormuz, impacting energy and fertilizer supplies. However, grain and oilseed markets rallied on expectations of increased U.S. export business to China, following a White House fact sheet detailing new commodity purchase agreements. The article also discusses potential long-term impacts of the Strait of Hormuz closure on inflation and global agriculture.
Freedom Broker upgrades CF Industries stock rating on raised EBITDA outlook
Freedom Broker upgraded CF Industries Holdings Inc. (NYSE:CF) to Buy from Hold and raised its price target to $147 from $97. This upgrade follows CF Industries’ reaffirmation of its fiscal 2026 production guidance and a raised mid-cycle EBITDA expectation. Despite a decline in aftermarket trading, the company reported strong Q1 2026 financial results with EPS of $3.98 and revenue of $1.99 billion, both surpassing forecasts.
A Look At CF Industries (CF) Valuation After Strong Earnings And Nitrogen Market Momentum
CF Industries (CF) recently reported stronger than expected earnings, driving significant share price momentum. Despite this, Simply Wall St's analysis suggests the stock might be modestly overvalued at $125.24 compared to a fair value of $120.95, while its P/E ratio remains lower than the industry average, indicating mixed signals for investors. The valuation considers factors like robust nitrogen demand, CF's cost advantage, and potential future market shifts.
FY2026 EPS Estimates for CF Industries Raised by Scotiabank
Scotiabank has increased its FY2026 EPS estimate for CF Industries (NYSE:CF) to $15.77 from $14.77, maintaining a "Sector Perform" rating and a $120 price target. This new estimate surpasses the consensus forecast of $15.02 per share. The revision follows CF Industries' strong performance in its latest quarterly earnings report, where it exceeded expectations with $3.98 EPS and $1.99 billion in revenue, reflecting a 19.4% year-over-year revenue increase.
CF Industries Holdings stock (US1252691001): fertilizer producer updates outlook after latest result
CF Industries Holdings, a major nitrogen fertilizer producer, has updated its financial outlook following its latest results, noting the impact of lower nitrogen prices and normalized natural gas costs on its profitability. The company's business model is sensitive to natural gas costs and global fertilizer prices, and it aims for cost leadership through efficient plants in North America, while also investing in low-carbon ammonia projects for future growth. The article highlights the stock's relevance for US investors seeking agricultural exposure and its risks related to commodity volatility and regulation.
Horizon Bancorp (DB:4WC) - Stock Analysis
This report provides a comprehensive stock analysis of Horizon Bancorp (DB:4WC), detailing its market performance, valuation, future growth, past performance, financial health, and dividend. It includes recent news and updates, board changes, insider transactions, and earnings reports. The analysis concludes with key financial statistics and historical data for the company.
Burford Brothers Inc. Invests $960,000 in CF Industries Holdings, Inc. $CF
Burford Brothers Inc. has invested $960,000 in CF Industries Holdings, Inc. by acquiring 12,417 shares during the fourth quarter. This comes as CF Industries reported strong quarterly results, beating EPS and revenue estimates, and declared a quarterly dividend of $0.50 per share. Institutional ownership of CF Industries stands at 93.06%, with several firms increasing their stakes, while some insiders have recently sold shares.
CF Industries Holdings, Inc. $CF Shares Sold by Convergence Investment Partners LLC
Convergence Investment Partners LLC reduced its stake in CF Industries Holdings, Inc. by 35.5% in the fourth quarter, selling 8,503 shares and retaining 15,420 shares valued at $1.19 million. Despite this, CF Industries reported strong quarterly earnings of $3.98 EPS and declared a $0.50 quarterly dividend. Analysts currently have a "Hold" consensus rating for CF Industries, with an average price target of $118.47.
CF Industries Weighs Fertilizer Price Tailwinds And Low Carbon PepsiCo Deal
CF Industries Holdings (NYSE:CF) is benefiting from rising global fertilizer prices due to geopolitical instability and supply chain disruptions. The company has also partnered with PepsiCo to supply low-carbon UAN fertilizer, aiming to decarbonize potato supply chains. While positioned favorably with market tailwinds and a focus on lower-emission products, investors should consider analyst forecasts of an 11.4% average annual decline in earnings over the next three years.
Qsemble Capital Management LP Increases Position in CF Industries Holdings, Inc. $CF
Qsemble Capital Management LP significantly increased its stake in CF Industries Holdings, Inc. by 54.1% in the fourth quarter of the prior year, bringing its total holdings to 120,938 shares valued at approximately $9.35 million. This move is part of a broader trend of institutional interest, with hedge funds and other institutional investors owning 93.06% of CF Industries stock. The company also reported strong first-quarter earnings, beating analyst expectations, and announced a quarterly dividend.
How Fertilizers‑Driven EBITDA Surge At Adecoagro (AGRO) Has Changed Its Investment Story
Adecoagro (AGRO) recently reported strong Q1 2026 results, with sales rising to US$398.68 million and net income reaching US$40.14 million. This positive performance was largely driven by its new Fertilizers segment, which saw increased urea production, better pricing, and lower natural gas costs, positioning it as a significant earnings driver. The surge in adjusted EBITDA, however, also highlights the ongoing balance between growth potential and the company's elevated leverage and exposure to commodity price volatility.
CF Industries Holdings, Inc. $CF Shares Sold by Swiss Life Asset Management Ltd
Swiss Life Asset Management Ltd reduced its stake in CF Industries Holdings by 30.6% in Q4, selling 19,792 shares to own 44,789 shares valued at $3.46 million. Despite this, CF Industries (NYSE:CF) exceeded earnings expectations with an EPS of $3.98 against an estimated $2.63 and reported a revenue increase of 19.4% year over year. The company also declared a quarterly dividend of $0.50 per share, while analysts maintain a "Hold" rating with an average target price of $118.47.
Thrivent Financial for Lutherans Buys 237,455 Shares of CF Industries Holdings, Inc. $CF
Thrivent Financial for Lutherans significantly increased its stake in CF Industries Holdings, Inc. by 16.1% in the fourth quarter, acquiring an additional 237,455 shares, bringing their total to 1.71 million shares valued at approximately $132.3 million. This increase follows strong quarterly results from CF Industries, which surpassed earnings and revenue expectations. While analysts remain largely constructive on the stock, with some raising price targets and EPS estimates, recent insider selling and a "Hold" rating from MarketBeat suggest a mixed outlook for potential upside.
CF Industries Holdings Inc. stock outperforms competitors on strong trading day
CF Industries Holdings Inc. (CF) saw its stock rise by 2.26% to $125.24 on Friday, a day when the broader market experienced declines, with the S&P 500 Index falling 1.24% and the Dow Jones Industrial Average falling 1.07%. This positive performance broke a two-day losing streak for CF Industries.
CF Industries and Norwegian Cruise Line have been highlighted as Zacks Bull and Bear of the Day
Zacks Equity Research has named CF Industries Holdings, Inc. (CF) as its Bull of the Day due to global demand for nitrogen fertilizers, low natural gas prices, and an attractive valuation, with expected EPS growth of 65.10% in 2026. Conversely, Norwegian Cruise Line (NCLH) is the Bear of the Day, facing challenges from elevated fuel costs, reduced guidance, marketing missteps, and underperforming stock price. The article also touches on the S&P 500's potential highs driven by strong jobs reports, the AI boom, and positive earnings outlook.
Bull of the Day: CF Industries (CF)
CF Industries (CF) is highlighted as the "Bull of the Day" due to favorable market conditions. The company, a major nitrogenous fertilizer producer, is benefiting from global supply chain disruptions, soaring demand driven by agricultural needs, and low North American natural gas prices that provide a competitive advantage. Analysts predict a significant 65.10% EPS increase for CF in 2026, making it an attractive investment with a low price/earnings growth ratio.
Lsb Industries Inc files for mixed shelf size not disclosed - SEC filing
LSB Industries Inc. has filed a mixed shelf registration statement with the SEC, though the size of the offering was not disclosed. Concurrently, the company also filed a prospectus for the resale of up to 10,374,334 common shares by a selling stockholder. The news indicates potential future equity offerings or sales by the company and its existing shareholders.
Is It Too Late To Reassess CF Industries (CF) After Its Strong 2025 Rally?
This article analyzes CF Industries Holdings (CF) after its significant rally, using Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) ratio analyses to assess its current valuation. Both methods suggest that CF Industries is currently undervalued. The article also presents bullish and cautious narratives to help investors understand potential future scenarios for the company, highlighting factors like low-carbon ammonia growth and market risks.
CF Industries Holdings Inc. stock underperforms Thursday when compared to competitors
CF Industries Holdings Inc. stock (CF) fell by 2.02% on Thursday, closing at $122.97, despite a positive trading session for the broader market. Both the S&P 500 Index and the Dow Jones Industrial Average saw gains. This marks the second consecutive day of losses for CF Industries Holdings Inc. stock.
Entrada Therapeutics, Inc. Common Stock (TRDA) Stock Price Today & Analysis
This article provides an analysis of Entrada Therapeutics, Inc. (TRDA) stock, including its current price, fundamental financials, and company overview. It highlights key financial metrics such as market cap, price-to-sales ratio, and earnings per share, and describes the company's focus on developing new medicines for neuromuscular and ocular diseases. The article also includes a FAQ section on how to buy TRDA stock through the Gotrade app, minimum investment, dividend policy, and market hours.
BofA Securities Raises Price Target on CF Industries Holdings to $106 From $103
BofA Securities has increased its price target for CF Industries Holdings (NYSE: CF) to $106, up from $103. The announcement was made on May 14, 2026, at 07:48 am EDT. CF Industries Holdings specializes in manufacturing and marketing nitrate and phosphate fertilizers, with major sales in the United States.
CF Industries Holdings Inc. stock outperforms competitors on strong trading day
CF Industries Holdings Inc. stock (CF) recorded a strong performance, rising 0.69% to $74.52, while its competitors experienced losses. The stock's daily gains outperformed the S&P 500's loss of 0.02% and its 52-week range sits between $62.61 and $119.28.
CF Industries Holdings Inc. stock outperforms competitors on strong trading day
CF Industries Holdings Inc. stock demonstrated a strong performance, closing higher on a robust trading day. The company's shares not only gained value but also outpaced the performance of its industry competitors and the broader market indices like the S&P 500. This positive movement indicates a potentially favorable outlook for CF Industries in the current market.
Adecoagro Q1 2026 Shows Fertilizer Powering Growth And Faster Deleveraging
Adecoagro (NYSE:AGRO) reported strong Q1 2026 results, driven by its fertilizer division, which achieved record profitability due to higher urea prices and improved operational reliability after the Profertil acquisition. The company is pursuing an accelerated deleveraging path, aiming for net leverage closer to 2x EBITDA, while committing to sustain dividends within its new three-segment structure. The article highlights that the shift to fertilizers as a major earnings contributor, alongside legacy operations, reshapes Adecoagro's business model, emphasizing operational flexibility and an integrated portfolio approach.
CF Industries Holdings Inc at BMO Capital Markets Global Farm to Market Conference Transcript
This article provides a transcript from CF Industries Holdings Inc.'s presentation at the BMO Capital Markets Global Farm to Market Conference held on May 13, 2026. Bert Frost, EVP and Chief Commerce Officer, and Martin Jarasik, Investor Relations and Treasury, discussed the current state of nitrogen markets. The introduction sets the stage for a discussion on ongoing developments and differences in the nitrogen market compared to previous years.
CF Industries Holdings Inc. stock underperforms Wednesday when compared to competitors
CF Industries Holdings Inc. (CF) stock fell by 3.75% on Wednesday, closing at $125.50. This underperformance occurred despite a mixed trading session for the broader market, with the S&P 500 Index rising and the Dow Jones Industrial Average slightly falling. The decline ended a two-day winning streak for CF Industries.
CF Industries reports on the company’s 1Q26 earnings
CF Industries Holdings, Inc. announced strong first-quarter 2026 earnings, reporting net earnings of US$615 million and adjusted EBITDA of US$983 million, partly boosted by a litigation settlement. The company repurchased shares and launched a low-carbon UAN collaboration with PepsiCo, with its President and CEO highlighting strong operational performance amidst global nitrogen demand and supply constraints.
CF Industries Holdings Inc. stock outperforms competitors on strong trading day
CF Industries Holdings Inc. (CF) stock performed strongly, gaining 1.05% to $72.35, surpassing its competitors on a robust trading day. The stock also exceeded the S&P 500's daily gain and year-to-date performance. This positive movement indicates a strong market position for CF Industries.
