CF Industries: Shares Are Higher For Longer [Seeking Alpha]
CF Industries Holdings, Inc. (CF)
Last cf industries holdings, inc. earnings: 2/12 04:30 pm
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US:NYSE Investor Relations:
snl.com/irw/corporateprofile/4533245
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Source: Seeking Alpha
CF's forward GAAP P/E of 9.25 is 45.6% below the sector median, despite four years of superior earnings and a 56% YTD gain. Share buybacks and production growth have reduced share count by 57% since 2010 while increasing nitrogen output by 36%, compounding shareholder value. I see the risk of margin compression as low, given ongoing global LNG disruptions and a structurally changed fertilizer market. bymuratdeniz/E+ via Getty Images Investment Thesis Shares of fertilizer giant CF Industries ( CF ) have risen 80.3%, including dividends, since the last time I wrote on the company almost 2 years ago. CF Industries is in the right place at Noah Cox (main account author) is the managing partner of Noah's Arc Capital Management. His views in this article are not necessarily reflective of the firms. Nothing contained in this note is intended as investment advice. It is solely for informational purposes. Invest at your own risk.
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CF
News
- Top YTD performers among fertilizers as the sector slides on Hormuz opening [Seeking Alpha]Seeking Alpha
- Fertilizer prices plunge as Strait of Hormuz apparently set to open [Seeking Alpha]Seeking Alpha
- CF vs. MOS: Which Fertilizer Giant Is the Better Pick Now? [Yahoo! Finance]Yahoo! Finance
- CF Industries (CF) had its price target raised by Barclays PLC from $120.00 to $130.00. They now have an "overweight" rating on the stock.MarketBeat
- CF Industries (CF) had its price target raised by The Goldman Sachs Group, Inc. from $103.00 to $132.00. They now have a "neutral" rating on the stock.MarketBeat
CF
Earnings
- 2/18/26 - Beat
CF
Sec Filings
- 4/8/26 - Form 3
- 3/26/26 - Form SCHEDULE
- 3/19/26 - Form 4
- CF's page on the SEC website