47,274 Shares in CF Industries Holdings, Inc. $CF Purchased by Glenview Trust Co

Glenview Trust Co acquired a new stake in CF Industries Holdings, Inc. (NYSE:CF) in the 2nd quarter, Holdings Channel reports. The fund acquired 47,274 shares of the basic materials company’s stock, valued at approximately $5,118,000.

Other hedge funds have also made changes to their positions in the company. Empowered Funds LLC acquired a new position in CF Industries during the second quarter worth about $29,501,000. United Capital Financial Advisors LLC acquired a new stake in CF Industries in the 2nd quarter valued at about $1,088,000. Equitable Holdings Inc. acquired a new stake in CF Industries in the 2nd quarter valued at about $828,000. Public Employees Retirement System of Ohio bought a new position in shares of CF Industries during the 2nd quarter valued at about $5,432,000. Finally, Stonehage Fleming Financial Services Holdings Ltd bought a new position in shares of CF Industries during the 2nd quarter valued at about $931,000. Institutional investors and hedge funds own 93.06% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have issued reports on the company. Morgan Stanley dropped their price target on CF Industries from $135.00 to $115.00 and set an “equal weight” rating on the stock in a report on Tuesday, July 7th. Weiss Ratings lowered CF Industries from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, August 21st. UBS Group lifted their target price on CF Industries from $115.00 to $123.00 and gave the stock a “neutral” rating in a report on Friday, August 7th. Bank of America upped their target price on CF Industries from $103.00 to $106.00 in a report on Thursday, May 14th. Finally, Scotiabank increased their price target on CF Industries from $125.00 to $130.00 and gave the company an “outperform” rating in a research report on Monday, August 10th. Two analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating, ten have issued a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $116.56.

CF Industries Trading Up 0.0%

NYSE CF opened at $125.73 on Friday. CF Industries Holdings, Inc. has a 1-year low of $75.42 and a 1-year high of $141.96. The company has a current ratio of 4.86, a quick ratio of 4.32 and a debt-to-equity ratio of 0.36. The company has a market capitalization of $19.03 billion, a PE ratio of 9.32, a price-to-earnings-growth ratio of 0.25 and a beta of 0.39. The firm’s fifty day simple moving average is $117.73 and its 200-day simple moving average is $116.81.

CF Industries (NYSE:CF) last announced its quarterly earnings results on Wednesday, August 5th. The basic materials company reported $4.73 earnings per share (EPS) for the quarter, missing the consensus estimate of $5.63 by ($0.90). The firm had revenue of $2.22 billion for the quarter, compared to analyst estimates of $2.45 billion. CF Industries had a net margin of 27.12% and a return on equity of 24.41%. The firm’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.37 earnings per share. As a group, sell-side analysts anticipate that CF Industries Holdings, Inc. will post 13.7 earnings per share for the current fiscal year.

CF Industries Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, August 31st. Investors of record on Friday, August 14th will be issued a $0.60 dividend. This is an increase from CF Industries’s previous quarterly dividend of $0.50. The ex-dividend date is Friday, August 14th. This represents a $2.40 annualized dividend and a yield of 1.9%. CF Industries’s dividend payout ratio is presently 17.79%.

More CF Industries News

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

• Positive Sentiment: CF Industries, JERA Co. and Mitsui & Co. began construction of Blue Point One, a planned $3.7 billion low-carbon ammonia plant in Louisiana. The project is expected to have annual production capacity of approximately 1.4 million metric tons, with production targeted for 2029. CF Industries, JERA Co., and Mitsui & Co. Break Ground on Blue Point One
• Positive Sentiment: Blue Point One is designed to serve both conventional fertilizer customers and emerging energy markets. Its scale—described as potentially the world’s largest low-carbon ammonia facility—could strengthen CF Industries’ position in ammonia and expand its exposure to lower-carbon industrial and energy demand. CF Industries and Partners Break Ground on Low-Carbon Ammonia Plant
• Neutral Sentiment: The project is being developed through a joint venture, which allows CF Industries to share investment and operational responsibilities with major Japanese partners. However, the benefits are several years away, and the construction timeline leaves exposure to cost inflation, permitting, financing and demand risks. CF Industries-led JV Starts Construction of Louisiana Blue Ammonia Project
• Neutral Sentiment: Additional reports highlighted the project’s potential to strengthen U.S. fertilizer supply, but the articles did not provide a new earnings forecast or near-term financial guidance. Consequently, the announcement is more relevant to CF’s long-term growth strategy than to immediate results. $3.7B Louisiana Ammonia Plant Breaks Ground

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.