CF

Over the past six months, CF Industries reported Q2 2026 earnings per share (EPS) of $4.73, missing consensus, with revenue of $2.22 billion, also below analyst estimates but up 17.6% year-over-year. Q1 2026 EPS was $3.98, and the Annual General Meeting in April 2026 reported EPS of $8.97. The company declared a quarterly dividend of $0.60 per share, maintaining an annual dividend of $2.40. In low-carbon ammonia initiatives, CF Industries, JERA Co., and Mitsui & Co., Ltd., broke ground on the Blue Point One plant in Louisiana in August 2026, and in January 2026, signed an MOU with Trafigura and TFG Marine for maritime fuel and launched a Low-Carbon Fertilizer Pilot. News of a CFO-level accounting chief's 2027 retirement was reported in September 2026. Analyst ratings saw an upgrade to Neutral from Sell by Rothschild & Co Redburn, while RBC Capital maintained a Hold rating. The stock price on September 25, 2026, was $114.67, marking a 26.69% increase from September 29, 2025, with a 52-week range between $75.42 and $141.96.