Wells Fargo & Company Boosts CF Industries (NYSE:CF) Price Target to $113.00

CF Industries (NYSE:CF) had its price target boosted by analysts at Wells Fargo & Company from $100.00 to $113.00 in a research note issued on Friday, MarketBeat Ratings reports. The brokerage currently has an “overweight” rating on the basic materials company’s stock. Wells Fargo & Company‘s target price suggests a potential upside of 16.34% from the company’s previous close.

Several other research firms have also recently weighed in on CF. Royal Bank Of Canada raised their price objective on shares of CF Industries from $90.00 to $95.00 and gave the company a “sector perform” rating in a research report on Tuesday, January 20th. Canadian Imperial Bank of Commerce upgraded CF Industries to a “hold” rating in a research report on Tuesday, December 2nd. Wolfe Research raised CF Industries from a “hold” rating to a “strong-buy” rating in a research note on Friday, November 7th. Rothschild & Co Redburn set a $72.00 price objective on CF Industries in a research report on Wednesday, February 4th. Finally, Mizuho set a $95.00 price objective on CF Industries in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, thirteen have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, CF Industries has an average rating of “Hold” and a consensus target price of $93.93.

CF Industries Stock Performance

Shares of CF opened at $97.13 on Friday. CF Industries has a 12-month low of $67.34 and a 12-month high of $105.27. The company has a current ratio of 3.37, a quick ratio of 1.99 and a debt-to-equity ratio of 0.41. The company has a market cap of $15.15 billion, a PE ratio of 10.79 and a beta of 0.70. The stock has a 50-day moving average price of $86.51 and a 200-day moving average price of $85.11.

CF Industries (NYSE:CF) last announced its earnings results on Wednesday, February 18th. The basic materials company reported $2.59 earnings per share for the quarter, beating analysts’ consensus estimates of $2.53 by $0.06. CF Industries had a net margin of 20.54% and a return on equity of 19.84%. The business had revenue of $1.87 billion for the quarter, compared to the consensus estimate of $1.78 billion. During the same period last year, the firm posted $1.89 earnings per share. CF Industries’s quarterly revenue was up 22.8% on a year-over-year basis. As a group, equities analysts forecast that CF Industries will post 5.83 earnings per share for the current fiscal year.

Institutional Trading of CF Industries

Several hedge funds and other institutional investors have recently bought and sold shares of CF. Harbor Capital Advisors Inc. grew its holdings in shares of CF Industries by 78.0% in the third quarter. Harbor Capital Advisors Inc. now owns 292 shares of the basic materials company’s stock worth $26,000 after purchasing an additional 128 shares during the last quarter. True Wealth Design LLC boosted its position in CF Industries by 396.2% during the 3rd quarter. True Wealth Design LLC now owns 387 shares of the basic materials company’s stock valued at $35,000 after buying an additional 309 shares during the period. Eastern Bank bought a new stake in CF Industries in the 3rd quarter worth $35,000. Hantz Financial Services Inc. increased its position in shares of CF Industries by 46.3% in the fourth quarter. Hantz Financial Services Inc. now owns 493 shares of the basic materials company’s stock valued at $38,000 after acquiring an additional 156 shares during the period. Finally, Peterson Wealth Services raised its stake in shares of CF Industries by 451.3% during the third quarter. Peterson Wealth Services now owns 441 shares of the basic materials company’s stock valued at $40,000 after acquiring an additional 361 shares during the last quarter. Institutional investors own 93.06% of the company’s stock.

Key Stories Impacting CF Industries

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

• Positive Sentiment: Q4 and full‑year results beat expectations — CF reported stronger-than-expected Q4 EPS and revenue, solid adjusted EBITDA and full‑year net earnings, which underpinned a positive outlook on margins and shareholder returns. Business Wire: CF Reports Full Year 2025 Results
• Positive Sentiment: Operational recovery and 2026 output guidance — management anticipates ~9.5 million tons of ammonia production in 2026 as the Yazoo City recovery continues, which supports revenue/volume recovery prospects. MSN: CF anticipates 9.5M tons ammonia output in 2026
• Positive Sentiment: Bullish analyst moves — BMO raised its price target to $115 (outperform) and Wells Fargo lifted its PT to $113 (overweight), signaling upside from some institutional analysts. MarketScreener: BMO raises PT to $115 MarketScreener: Wells Fargo raises PT to $113
• Neutral Sentiment: Company materials and call available — full earnings slide deck and the earnings‑call transcript were published, giving investors detailed guidance and machinery for modeling. Slide Deck Seeking Alpha: Q4 Earnings Call Transcript
• Negative Sentiment: Cost and volume headwinds — coverage and analyst notes flagged lower volumes and rising natural‑gas costs that could pressure margins if fertilizer prices soften, a risk highlighted in several earnings writeups. Zacks: Q4 beat but higher gas costs and lower volumes noted
• Negative Sentiment: Cautious analyst stance — JPMorgan raised its PT to $94 but kept a neutral rating; that PT sits below the current market level and may cap near‑term upside for some investors. MarketScreener: JPMorgan raises PT to $94 (neutral)

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.