State Street Corp has increased its stake in CF Industries Holdings (CF). Meanwhile, the investment outlook following a recent pullback in CF stock is under reevaluation. CIBC has notably initiated coverage with a neutral stance, while RBC Capital maintains a similarly neutral hold rating, reducing their target price from $95 to $90. CF continues to show value as a leader in the cyclical fertilizer market, despite Eminence Capital LP selling their shares. Mixed sentiments abound, with CF also being labeled a misunderstood commodity powerhouse and earning a strong buy upgrade.
Certain aspects have boosted CF's investment narrative, such as solid net income despite steady production, and recent moves including $1billion in senior notes, substantial share buybacks and a transition towards cleaner energy. Reports for the first nine months of 2025 show net earnings of $1.05 billion, with adjusted EBITDA of $2.07 billion. The company also announced a dividend of $0.50, with the stock also performing positively compared to competitors. Industry experts are bullish on CF, which is witnessing strong cash flow and potential green growth.
Cf Industries Holding CF News Analytics from Wed, 19 Mar 2025 07:00:00 GMT to Sat, 13 Dec 2025 13:27:13 GMT - Rating 0 - Innovation -4 - Information 8 - Rumor -7
