Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$18.2B
151M shares
52-week range
$75.42 – $141.96
64% from low
Sector
AGRICULTURAL CHEMICALS
Exchange
NYSE
CS
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 the company one of the lowest-cost nitrogen producers globally. It is also investing in carbon-free blue and green ammonia, which can be used as an alternative fuel to hydrogen or as a means to transport hydrogen.
www.cfindustries.comNo one on the platform currently holds CF.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 247,589 | $32.1M |
| Bridgewater Associatesas of 2026-03-31 | 18,904 | $2.5M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-08-14 | $0.6000 | 2026-08-31 |
| 2026-05-15 | $0.5000 | 2026-05-29 |
| 2026-02-13 | $0.5000 | 2026-02-27 |
| 2025-11-14 | $0.5000 | 2025-11-28 |
| 2025-08-15 | $0.5000 | 2025-08-29 |
| 2025-05-15 | $0.5000 | 2025-05-30 |
| 2025-02-14 | $0.5000 | 2025-02-28 |
| 2024-11-15 | $0.5000 | 2024-11-29 |
| 2024-08-15 | $0.5000 | 2024-08-30 |
| 2024-02-14 | $0.5000 | 2024-02-29 |
No one on the platform has traded CF yet.
| 2023-11-14 | $0.4000 | 2023-11-30 |
| Execution date | Ratio |
|---|---|
| 2015-06-18 | 5-for-1 |
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$CF really strong FCF, fertilizer for food and energy (ammonia-hydrogen) potential which is considerable
View on StockTwits ↗$CF CF Industries carries a PRICED read from the model, and the score slipping from 77 to 71 suggests conviction on further cascade exposure is easing even as the YTD has stretched from 42.5% to 51.4%. The priced-in reading moving from medium to high is the sharper signal here: the market has absorbed a lot of the fertiliser-supply-shock thesis already. A durable Hormuz disruption could reopen the spread, but starting from a fully-priced-in label means the asymmetry is narrower than it looks on the YTD alone.
View on StockTwits ↗CF Industries Holdings, Inc. $CF (8h) Bullish Flow: Heavy institutional flow is stacking up after $CF delivered blowout Q2 net earnings of $727M ($4.73 EPS, up nearly 100% YoY) and raised its dividend by 20%. Smart money is positioning for a massive multi-month run as tight global nitrogen supply, robust fall fill order books extending into November, and $2.1B in remaining buyback authorization drive aggressive upside accumulation. 🐂 💧 Bull Key Level: $125.00 (Bull confirmation to break the major descending trendline, clear multi-month upper wicks, and trigger trend expansion) 🐂 🔥 Bear Key Level: $110.00 (Key structural support floor and ascending trendline anchor to defend) 🐻 ⚠️ Targets: $135.00 / $148.
View on StockTwits ↗$CF Positive (78%): shares face upward pressure if investors increase revenue, margin, and cash-flow expectations because the company can sell nitrogen products at stronger prices while global supply remains tight. Full AI impact map, source, and watch-next details: https://nimpact.tech/newsimpact/news/85ad681364954abb?utm_source=stocktwits&utm_medium=story_url
View on StockTwits ↗https://www.marketbeat.com/earnings/reports/2026-8-6-canaccord-genuity-group-inc-cfto-stock/ $CF Canaccord Genuity Group Earnings Transcri
View on StockTwits ↗$NTR $CF missed earning and EPS and is green while this is red 😂
View on StockTwits ↗$CF nice recovery today from the early morning blood bath.
View on StockTwits ↗$CF $AXON $TDUP AFTER-HOURS MOVERS: Currently Higher After Earnings: - SiTime (SITM) up 34.1% - SoundHound (SOUN) up 22.0% - Aeva (AEVA) up 18.3% - Paycom (PAYC) up 14.4% - ZoomInfo (GTM) up 5.5% - Motorola Solutions (MSI) up 5.0% - Solventum (SOLV) up 2.9% Currently Lower After Earnings: - BillionToOne (BLLN) down 27.9% - ThredUp (TDUP) down 27.9% - HubSpot (HUBS) down 20.1% - UWM Holdings (UWMC) down 16.4% - AppLovin (APP) down 15.8% - Sunrun (RUN) down 12.7% - Western Digital (WDC) down 11.7% - Zillow (ZG) down 7.8%. - CF Industries (CF) down 6.4% - Axon Enterprises (AXON) down 3.5%
View on StockTwits ↗@Greengrass12 52 weeks high 85 dollars current price 65-66 dollars sure looks good - gave up all the months gain in one day as I said don’t wish bad on anyone hope the price goes up tomorrow 👍🏽 let’s see doubt it with the $CF
View on StockTwits ↗$NTR it’s flat bro it depends on guidance really hope you are right it flys $CF earnings having an impact on NTR
View on StockTwits ↗$CF Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $4.74 up 100.00% YoY • Reported revenue of $2.22B up 17.57% YoY • CF Industries expects CF-funded capital expenditures to be approximately $950 million in 2026, with gross ammonia production for the year anticipated to be approximately 9.5 million tons for the company.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $8.5B | +22.0% | $16.67 | $15.52–$17.96 | 7.1× | 6 |
| 2027 | $7.3B | -14.5% | $10.99 | $8.70–$13.35 | 10.8× | 6 |
| 2028 | $6.8B | -6.7% | $9.02 | $8.19–$10.70 | 13.1× | 4 |
| 2029 | $6.2B | -8.2% | $7.45 | $6.62–$10.10 | 15.9× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $5.63 | $4.73 | -16.0% |
| 2026-05-06 | $2.63 | $3.99 | +51.7% |
| 2026-02-18 | $2.43 | $2.99 | +23.0% |
| 2025-11-05 | $2.16 | $2.19 | +1.4% |
| 2025-08-06 | $2.50 | $2.37 | -5.2% |
| 2025-05-07 | $1.48 | $1.85 | +25.0% |
| 2025-02-19 | $1.54 | $1.89 | +22.7% |
| 2024-10-30 | $1.18 |
| $1.34 |
| +13.6% |
| $20.1B |
| — |
| MOSThe Mosaic Company | $21.78 | -3.63% | $6.9B | — |
| PAASPan American Silver Corp. | $47.30 | -9.70% | $19.9B | — |
Source: Financial Modeling Prep · peers by sector/industry