CF Industries Holdings, Inc.
138.11USD
+3.7800 (+2.81%)
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 | $3.01▼ | $4.61 | 1 | 4 |
| Next quarter | $3.59▼ | $4.21 | 2 | 3 |
| Current year | $15.06▼ | $18.27 | 0 | 6 |
| Next year | $10.66▼ | $11.21 | 1 | 4 |
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%) |
362 ratings from 38 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| 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 |
| UBS | Maintained | Neutral | $86 $97 | Feb 24, 2026 |
| Scotiabank | Maintained | Sector Perform | $82 $85 | Feb 23, 2026 |
| RBC Capital | Maintained | Sector Perform | $95 $100 | Feb 23, 2026 |
| JP Morgan | Maintained | Neutral | $80 $94 | Feb 20, 2026 |
103 filings from 23 insiders · 15 buy / 13 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.
Analyst Ratings
19 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 2 | 2 | 14 | 2 | 1 | Hold2.90 |
| 1 mo ago | 2 | 3 | 13 | 2 | 1 | Hold2.86 |
| 2 mo ago | 3 | 3 | 12 | 2 | 1 | Hold2.76 |