CF INDUSTRIES HOLDINGS ($CF) posted quarterly earnings results for Q3 2026 on Wednesday, November 4th. The company reported earnings of $2.87 per share, missing estimates of $3.02 by $0.15. The company also reported revenue of $1,860,000,000, beating estimates of $1,838,691,583 by $21,308,417.
Stock price change since market close: +2.66%
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 Hedge Fund Activity
We have seen 532 institutional investors add shares of CF INDUSTRIES HOLDINGS stock to their portfolio, and 443 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VICTORY CAPITAL MANAGEMENT INC removed 1,931,921 shares (-44.3%) from their portfolio in Q2 2026, for an estimated $209,149,767
- FMR LLC removed 1,769,282 shares (-40.6%) from their portfolio in Q2 2026, for an estimated $191,542,469
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,631,618 shares (+inf%) to their portfolio in Q2 2026, for an estimated $176,638,964
- PACER ADVISORS, INC. added 1,352,017 shares (+inf%) to their portfolio in Q2 2026, for an estimated $146,369,360
- DIMENSIONAL FUND ADVISORS LP removed 1,336,726 shares (-36.8%) from their portfolio in Q3 2026, for an estimated $153,990,835
- CAPITAL WORLD INVESTORS added 1,151,000 shares (+53.0%) to their portfolio in Q2 2026, for an estimated $124,607,260
- MILLENNIUM MANAGEMENT LLC removed 976,176 shares (-96.7%) from their portfolio in Q2 2026, for an estimated $105,680,813
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 13F endpoint.
CF INDUSTRIES HOLDINGS Price Targets
Multiple analysts have issued price targets for $CF recently. We have seen 4 analysts offer price targets for $CF in the last 6 months, with a median target of $115.0.
Here are some recent targets:
- Vincent Andrews from Morgan Stanley set a target price of $115.0 on 07/07/2026
- Ben Isaacson from Scotiabank set a target price of $125.0 on 06/30/2026
- Graham Ryding from TD Cowen set a target price of $16.0 on 06/04/2026
- Jeffrey Zekauskas from JP Morgan set a target price of $115.0 on 06/03/2026
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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