CF INDUSTRIES HOLDINGS ($CF) posted quarterly earnings results for Q1 2026 on Wednesday, May 6th. The company reported earnings of $2.89 per share, beating estimates of $2.61 by $0.28. The company also reported revenue of $1,986,000,000, beating estimates of $1,879,645,166 by $106,354,834.
You can see Quiver Quantitative's $CF stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
CF INDUSTRIES HOLDINGS Insider Trading Activity
CF INDUSTRIES HOLDINGS insiders have traded $CF stock on the open market 31 times in the past 6 months. Of those trades, 0 have been purchases and 31 have been sales.
Here’s a breakdown of recent trading of $CF stock by insiders over the last 6 months:
- W ANTHONY WILL has made 0 purchases and 13 sales selling 552,594 shares for an estimated $59,198,479.
- SUSAN L MENZEL (EVP and Chief Admin. Officer) has made 0 purchases and 5 sales selling 39,228 shares for an estimated $4,694,253.
- BERT A FROST (EVP, Chief Commercial Officer) has made 0 purchases and 5 sales selling 32,886 shares for an estimated $3,984,270.
- ASHRAF K MALIK (Sr. VP, Manufacturing & D'istn) has made 0 purchases and 2 sales selling 11,070 shares for an estimated $1,160,424.
- RICHARD A HOKER (VP and Corporate Controller) has made 0 purchases and 2 sales selling 9,683 shares for an estimated $1,114,801.
- MICHAEL PATRICK MCGRANE (SVP, Gen. Counsel & Secretary) has made 0 purchases and 2 sales selling 6,432 shares for an estimated $718,514.
- ERIK M. MAYER (VP, Clean Energy & BusDevelop) has made 0 purchases and 2 sales selling 3,700 shares for an estimated $442,784.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
CF INDUSTRIES HOLDINGS Hedge Fund Activity
We have seen 422 institutional investors add shares of CF INDUSTRIES HOLDINGS stock to their portfolio, and 414 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 3,632,479 shares (-78.0%) from their portfolio in Q4 2025, for an estimated $280,935,925
- FIRST TRUST ADVISORS LP removed 1,201,332 shares (-64.7%) from their portfolio in Q4 2025, for an estimated $92,911,016
- PACER ADVISORS, INC. removed 1,185,245 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $91,666,848
- DIMENSIONAL FUND ADVISORS LP added 1,178,516 shares (+37.6%) to their portfolio in Q4 2025, for an estimated $91,146,427
- NORGES BANK added 1,095,556 shares (+77.8%) to their portfolio in Q4 2025, for an estimated $84,730,301
- MILLENNIUM MANAGEMENT LLC removed 727,200 shares (-59.2%) from their portfolio in Q4 2025, for an estimated $56,241,648
- VICTORY CAPITAL MANAGEMENT INC removed 654,554 shares (-13.1%) from their portfolio in Q4 2025, for an estimated $50,623,206
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
CF INDUSTRIES HOLDINGS Congressional Stock Trading
Members of Congress have traded $CF stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $CF stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 01/09.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
CF INDUSTRIES HOLDINGS Analyst Ratings
Wall Street analysts have issued reports on $CF in the last several months. We have seen 0 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Underperform" rating on 03/18/2026
To track analyst ratings and price targets for CF INDUSTRIES HOLDINGS, check out Quiver Quantitative's $CF forecast page.
CF INDUSTRIES HOLDINGS Price Targets
Multiple analysts have issued price targets for $CF recently. We have seen 14 analysts offer price targets for $CF in the last 6 months, with a median target of $121.5.
Here are some recent targets:
- Hamir Patel from CIBC set a target price of $128.0 on 04/30/2026
- Benjamin Theurer from Barclays set a target price of $145.0 on 04/27/2026
- Ben Isaacson from Scotiabank set a target price of $115.0 on 04/20/2026
- Duffy Fischer from Goldman Sachs set a target price of $132.0 on 04/14/2026
- Vincent Andrews from Morgan Stanley set a target price of $135.0 on 04/08/2026
- Edlain Rodriguez from Mizuho set a target price of $105.0 on 03/31/2026
- Joshua Spector from UBS set a target price of $140.0 on 03/26/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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