CF Industries Holdings, Inc.
120.68USD
+2.1200 (+1.79%)
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Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $3.04▼ | $4.1 | 1 | 4 |
| Next quarter | $3.64▼ | $4.03 | 2 | 3 |
| Current year | $15.37▼ | $17.35 | 0 | 0 |
| Next year | $11.42▲ | $10.8 | 0 | 0 |
Beat in 3 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | $5.57 | $4.73 | -0.84 (-15.1%) |
| 2026-03-31 | $2.73 | $3.98 | +1.25 (+45.7%) |
| 2025-12-31 | $2.35 | $2.59 | +0.24 (+10.4%) |
| 2025-09-30 | $2.07 | $2.19 | +0.12 (+5.6%) |
366 ratings from 40 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| CIBC | Maintained | Neutral | $125 $133 | Oct 23, 2026 |
| Rothschild & Co | Upgraded from Sell | Neutral | $98 $110 | Sep 28, 2026 |
| Bernstein | Initiated | Outperform | $162 | Sep 25, 2026 |
| Keybanc | Initiated | Underweight | $115 | Sep 11, 2026 |
| Scotiabank | Maintained | Sector Outperform | $125 $130 | Aug 10, 2026 |
| UBS | Maintained | Neutral | $115 $123 | Aug 7, 2026 |
| RBC Capital | Maintained | Sector Perform | $125 $115 | Jul 17, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $135 $115 | Jul 7, 2026 |
| Scotiabank | Upgraded from Sector Perform | Sector Outperform | $120 $125 | Jun 30, 2026 |
| JP Morgan | Maintained | Neutral | $94 $115 | Jun 3, 2026 |
| Scotiabank | Maintained | Sector Perform | $115 $120 | May 11, 2026 |
| CIBC | Maintained | Neutral | $118 $128 | Apr 30, 2026 |
| Barclays | Maintained | Overweight | $130 $145 | Apr 27, 2026 |
| Scotiabank | Maintained | Sector Perform | $85 $115 | Apr 20, 2026 |
| Barclays | Maintained | Overweight | $120 $130 | Apr 17, 2026 |
| Goldman Sachs | Maintained | Neutral | $103 $132 | Apr 14, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $95 $135 | Apr 8, 2026 |
| Mizuho | Maintained | Underperform | $100 $105 | Mar 31, 2026 |
| UBS | Maintained | Neutral | $97 $140 | Mar 26, 2026 |
| B of A Securities | Maintained | Underperform | $86 $103 | Mar 18, 2026 |
| BMO Capital | Maintained | Outperform | $115 $140 | Mar 18, 2026 |
| Mizuho | Downgraded from Neutral | Underperform | $95 $100 | Mar 18, 2026 |
| CIBC | Maintained | Neutral | $100 $118 | Mar 17, 2026 |
| Wells Fargo | Maintained | Overweight | $113 $150 | Mar 13, 2026 |
| Barclays | Maintained | Overweight | $100 $120 | Mar 3, 2026 |
103 filings from 23 insiders · 0 buy / 0 sell over 6m
Officers and directors of CF, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| SCRIBNER ANDREWChief Financial Officer | Grant | 6.5k | — | — | May 26, 2026 |
| ARZBAECHER ROBERT CDirector | Grant | 1.4k | — | — | Apr 28, 2026 |
| TOELLE MICHAELDirector | Grant | 1.4k | — | — | Apr 28, 2026 |
| EAVES JOHN WDirector | Grant | 1.4k | — | — | Apr 28, 2026 |
| WHITE CELSO LDirector | Grant | 1.4k | — | — | Apr 28, 2026 |
| WAGLER THERESA E.Director | Grant | 1.4k | — | — | Apr 28, 2026 |
| NOONAN ANNE PDirector | Grant | 2.2k | — | — | Apr 28, 2026 |
| ELLERBUSCH SUSAN A.Director | Grant | 1.4k | — | — | Apr 28, 2026 |
| AHMED JAVEDDirector | Grant | 1.4k | — | — | Apr 28, 2026 |
| DEHAAS DEBORAH L.Director | Grant | 1.4k | — | — | Apr 28, 2026 |
| MADRAZO YRIS JESUSDirector | Grant | 1.4k | — | — | Apr 28, 2026 |
| WILLIAMS, TREVOR LEIGHOfficer | Grant | 4.2k | — | — | Apr 28, 2026 |
| WILL W ANTHONYDirector | Gift | 17.7k | — | — | Mar 17, 2026 |
| HOKER RICHARD A.Officer | Sellindirect | 3.5k | $125.38 | $439k | Mar 17, 2026 |
| FROST BERT AOfficer | Sell | 6.0k | $126.00 | $756k | Mar 17, 2026 |
| MAYER ERIK M.Officer | Sell | 1.5k | $124.69 | $187k | Mar 17, 2026 |
| WILL W ANTHONYDirector | Sell | 81.7k | $118.64 | $10.33M | Mar 13, 2026 |
| WILL W ANTHONYDirector | Grant | 96.9k | — | — | Mar 13, 2026 |
| MENZEL SUSAN LOfficer | Sell | 18.0k | $136.06 | $2.45M | Mar 12, 2026 |
| FROST BERT AOfficer | Sell | 6.3k | $136.69 | $854k | Mar 12, 2026 |
No analyst notes on CF yet.
Members whose judged calls on CF have played out most reliably.
No settled calls on CF yet. Nobody has filed a call with a deadline on it.
A member is listed once they have three judged calls on a name.
A call with a target is judged on whether the price reaches it by the deadline, counting each day's high (a buy) or low (a sell) from the day after the call was made. A call without one is judged on whether the price at the close on the deadline is higher (a buy) or lower (a sell) than the price the call was made at: the live price when it was saved, for a call made with Make a call, or the last close before the day it was filed, for a call made in a note. Not against the market or an index.
A percentage appears once five calls have reached their deadline. A target reached sooner is shown as played out early, and counts toward the percentage when its deadline passes, because a miss cannot be known before then.
A member’s prediction, judged on price history · not investment advice
Analyst Ratings
20 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 3 | 3 | 13 | 2 | 1 | Hold2.77 |
| 1 mo ago | 3 | 3 | 13 | 2 | 1 | Hold2.77 |
| 2 mo ago | 2 | 2 | 14 | 2 | 1 | Hold2.90 |
| 3 mo ago | 2 | 3 | 13 | 2 | 1 | Hold2.86 |