CF Industries Holdings, Inc. (CF)
Materials · NYQ
Price as at 1 Oct 2026, 02:24 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
CF Industries Holdings, Inc. trades at $115.20, which is 135% below the $270.51 our fair value estimate puts on the business. On that measure alone it screens as undervalued, though a valuation model is an argument rather than a measurement, and the market is frequently right about why something is cheap.
Our moat model scores it 78 out of 100, which is a wide moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 11.1 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
CF dividend history
Dividends per share by year
| Year | Total per share | Payments |
|---|---|---|
| 2026 (year to date) | $1.60 | 3 |
| 2025 | $2.00 | 4 |
| 2024 | $2.00 | 4 |
| 2023 | $1.60 | 4 |
| 2022 | $1.50 | 4 |
| 2021 | $1.20 | 4 |
| 2020 | $1.20 | 4 |
| 2019 | $1.20 | 4 |
| 2018 | $1.20 | 4 |
| 2017 | $1.20 | 4 |
| 2016 | $1.20 | 4 |
Split-adjusted amounts in the listing currency, grouped by the calendar year of the ex-dividend date, from the filed record. Growth and streak figures compare complete years only.
CF earnings and analyst estimates
Recommendation mix, 21 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About CF Industries Holdings, Inc.
CF Industries Holdings, Inc., together with its subsidiaries, engages in the production of ammonia in North America, Europe, and internationally. It operates through Ammonia, Granular Urea, UAN, AN, and Other segments. The company offers ammonia products; nitrogen products, such as granular urea, urea ammonium nitrate solution, and ammonium nitrate; diesel exhaust fluid, urea liquor, and nitric acid products. It serves cooperatives, retailers, independent fertilizer distributors, traders, wholesalers, and industrial users. The company was founded in 1946 and is headquartered in Northbrook, Illinois.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
CF passes 6 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
12 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Arrowstreet Capital, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$197.67M · 0.1% of book
- D. E. Shaw, D. E. Shaw & Co., Inc.$115.08M · 0.1% of book
- Cliff Asness, AQR CAPITAL MANAGEMENT LLC$78.32M · 0.0% of book
- Joel Greenblatt, Gotham Asset Management, LLC$74.65M · 0.2% of book
- Renaissance Technologies, RENAISSANCE TECHNOLOGIES LLC$43.68M · 0.1% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Politician trades in CF
We hold 8 disclosed trades in CF by members of Congress and executive-branch officials. The latest 5:
- Alan Armstrong · SenateBuy · $1,001 - $15,000 · traded 27 Mar 2026 · disclosed 21 Jul 2026
- Gilbert Cisneros · HouseBuy · $1,001 - $15,000 · traded 9 Jan 2026 · disclosed 13 Feb 2026
- Daniel Goldman · HouseSell · $1,001 - $15,000 · traded 1 Mar 2023 · disclosed 17 Apr 2023
- Daniel Goldman · HouseSell · $1,001 - $15,000 · traded 3 Feb 2023 · disclosed 20 Mar 2023
- Gilbert Cisneros · HouseSell · $1,001 - $15,000 · traded 29 Apr 2020 · disclosed 13 May 2020
A disclosure reports a value band, not an amount, and is due up to 45 days after the trade; some arrive later. Every filer we track, each with their own page, is on the Congress trading tracker.
CF peers
The largest companies in the same industry (Agricultural Inputs), then in the same sector.
- NTR Nutrien Ltd.
- YARIY Yara International ASA
- MOS The Mosaic Company
- ICL ICL Group Ltd
- FMC FMC Corporation
- IPI Intrepid Potash, Inc.
- AVD American Vanguard Corporation
- SGTM Sustainable Green Team, Ltd.
Every materials company we cover is on the Materials hub.
Common questions
Is CF Industries Holdings, Inc. (CF) undervalued?
Against our fair value estimate of $270.51, CF at $115.20 is 135% below fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own CF?
12 of the institutions we track reported a position in CF in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is CF's P/E ratio?
CF trades at 11.1 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
Does CF Industries Holdings, Inc. (CF) pay a dividend?
Yes. CF Industries Holdings, Inc. yields 1.94% at the current share price. It has paid $2.10 per share over the trailing twelve months. It has paid a dividend in each of the last 21 complete calendar years. A dividend is declared by the board and can be cut at any time; a yield is a fact about the current price, not a promise.
Where does SteadyShares get its CF data?
Fundamentals for CF come from company filings and exchange data, as listed on NYQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 02:24 UTC and is delayed. Our data quality score for this company is 100/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for CF, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.