CF Industries
About: CF Industries is a leading producer and distributor of nitrogen, which is primarily used in fertilizers. The company operates nitrogen manufacturing plants primarily in North America. CF also produces nitrogen in the United Kingdom and holds a joint venture interest in a nitrogen production facility in Trinidad and Tobago. CF makes nitrogen primarily using low-cost US natural gas as its feedstock, making CF one of the lowest-cost nitrogen producers globally. The company is also investing in carbon-free blue and green ammonia, which can be used an alternative fuel to hydrogen or as a means to transport hydrogen.
Employees: 2,800
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
128% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 60
60% more funds holding in top 10
Funds holding in top 10: 5 [Q3] → 8 (+3) [Q4]
10% more funds holding
Funds holding: 695 [Q3] → 764 (+69) [Q4]
4% more repeat investments, than reductions
Existing positions increased: 274 | Existing positions reduced: 264
1% more capital invested
Capital invested by funds: $13.9B [Q3] → $14B (+$161M) [Q4]
0.13% more ownership
Funds ownership: 89.79% [Q3] → 89.92% (+0.13%) [Q4]
47% less call options, than puts
Call options by funds: $277M | Put options by funds: $524M
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Goldman Sachs Duffy Fischer 53% 1-year accuracy 10 / 19 met price target | 8%upside $86 | Neutral Initiated | 13 Mar 2025 |
Barclays Benjamin Theurer 51% 1-year accuracy 18 / 35 met price target | 20%upside $95 | Equal-Weight Maintained | 5 Mar 2025 |
RBC Capital Andrew Wong 38% 1-year accuracy 5 / 13 met price target | 13%upside $90 | Sector Perform Maintained | 25 Feb 2025 |
Scotiabank Ben Isaacson 29% 1-year accuracy 5 / 17 met price target | 2%upside $81 | Sector Underperform Maintained | 24 Feb 2025 |
B of A Securities Steve Byrne 48% 1-year accuracy 11 / 23 met price target | 6%upside $84 | Neutral Upgraded | 24 Feb 2025 |
Financial journalist opinion
Based on 5 articles about CF published over the past 30 days









