CF Industries Holdings, Inc. (CF)

In the past six months, CF Industries Holdings, Inc. has experienced fluctuations in its stock price, with a closing price of $92.64 as of February 6, 2026. The 52-week high was $104.45, and the 52-week low was $67.34. The company topped analysts' expectations for third-quarter revenue in November 2025 due to robust demand for fertilizers. CF Industries also completed a $3 billion share buyback program and initiated a new $2 billion repurchase program.

Demand for CF Industries' products, particularly fertilizers, exhibits seasonality, largely influenced by agricultural cycles. The company has reported robust demand for fertilizers during North America's peak crop season. Management anticipated strong nitrogen demand in North America for the spring 2024 application season and has forecast strong global nitrogen demand through the end of 2025 and into 2026.

CF Industries Holdings, Inc. is a global manufacturer and distributor of hydrogen and nitrogen products, primarily serving the agricultural sector with fertilizers. Its major products include ammonia, granular urea, urea ammonium nitrate (UAN) solution, and ammonium nitrate. Beyond fertilizers, CF Industries also produces nitrogen products for clean energy, emissions abatement, and various other industrial applications. The company's operations are foundational to global food security.

CF Industries has manufacturing facilities in the United States, Canada, and the United Kingdom, and a joint venture in Trinidad & Tobago. While serving customers across every continent, the majority of its sales are concentrated in North America. The company benefits from strategic access to cost-effective natural gas in North America.

In the past year, CF Industries has emphasized its commitment to sustainability and clean energy initiatives, positively contributing to its brand reputation. The company has been actively working on decarbonizing its ammonia production network and has entered into a carbon capture and sequestration (CCS) commercial agreement with ExxonMobil. CF Industries also highlights its strong safety performance and has focused on inclusion, diversity, and equity, exceeding its goals for representation of women and persons of color in senior leadership roles. In March 2023, CF Industries published its 2022 Annual Report and Sustainability Report.

Institutional investors hold approximately 83.94% of CF Industries Holdings, Inc.'s shares as of July 2025, with key shareholders including Vanguard Group Inc., BlackRock, Inc., State Street Corp, and Price T Rowe Associates Inc /md/. Individual investors own around 0.76% of the shares.