CF Industries Holdings, Inc. (CF)

Over the past six months, CF Industries Holdings, Inc. stock price has seen significant movement. As of April 8, 2026, the share price was $126.16, a 78.95% increase from $70.50 on April 9, 2025. The stock's 52-week range has been between $69.02 and $141.96. A surge in fertilizer producer stocks in March 2026, due to the Middle East conflict, impacted the stock price. The company reported its Q4 2025 earnings on February 18, 2026, with an actual EPS of $2.590, and Q3 2025 earnings on November 5, 2025, with an EPS of $2.190. The company's stock has been noted as the S&P 500's top gainer by some analysts.

Demand for CF Industries' products is seasonal, driven by agricultural cycles. The company manages this by producing and storing large amounts of inventory during periods of low demand to ensure sufficient product availability during peak seasons. Key revenue drivers are seasonal crop demand and global ammonia/urea price cycles. Weather patterns also influence harvest schedules and fertilizer demand.

CF Industries Holdings, Inc. is a global manufacturer and distributor of hydrogen and nitrogen products, serving agricultural and industrial customers. It operates in the Basic Materials sector, specifically in the Chemicals industry, and is a significant player in Fertilizer Manufacturing. The company produces ammonia, granular urea, urea ammonium nitrate (UAN), ammonium nitrate (AN), and diesel exhaust fluid (DEF). CF Industries is focused on the clean energy economy, investing in green and low-carbon ammonia production.

CF Industries operates nine manufacturing complexes worldwide, including 17 ammonia plants in the United States, Canada, and the United Kingdom. It holds a joint venture interest in a nitrogen production facility in Trinidad and Tobago. The largest ammonia plant is located in Donaldsonville, Louisiana. The company has an extensive storage, transportation, and distribution network across North America.

CF Industries Holdings, Inc. has emphasized its commitment to safe and reliable operations, environmental stewardship, and disciplined capital and corporate management. The company publishes annual sustainability reports, detailing its performance, progress on decarbonization and clean energy initiatives, and updates on its ESG goals. CF Industries highlights a "Do It Right" safety culture, reporting 0.31 incidents per 200,000 work hours as of December 31, 2024, and 7 years without a recordable injury at its Courtright Complex.

Institutional investors are the dominant shareholders of CF Industries Holdings, Inc., holding approximately 83.94% to 99.3% of the shares. Key institutional holders include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Vanguard Group Inc. is the largest individual institutional shareholder, owning about 12.73% of the company's shares. Individual investors own a smaller portion, around 0.76% to 1.02%, while company insiders hold approximately 0.51% of the stock.