The Manufacturers Life Insurance Company Makes New Investment in CF Industries Holdings, Inc. $CF

The Manufacturers Life Insurance Company bought a new stake in shares of CF Industries Holdings, Inc. (NYSE:CF) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund bought 264,963 shares of the basic materials company’s stock, valued at approximately $28,685,000. The Manufacturers Life Insurance Company owned 0.18% of CF Industries as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Himension Capital Singapore PTE. LTD. acquired a new stake in CF Industries during the 1st quarter worth about $25,000. Virtus Advisers LLC acquired a new position in shares of CF Industries in the 2nd quarter valued at about $25,000. Keating Financial Advisory Services Inc. purchased a new stake in shares of CF Industries in the second quarter worth approximately $29,000. Hantz Financial Services Inc. lifted its position in shares of CF Industries by 46.3% in the fourth quarter. Hantz Financial Services Inc. now owns 493 shares of the basic materials company’s stock worth $38,000 after purchasing an additional 156 shares in the last quarter. Finally, MUFG Securities EMEA plc acquired a new stake in shares of CF Industries during the second quarter worth approximately $44,000. Institutional investors and hedge funds own 93.06% of the company’s stock.

CF Industries Trading Up 0.0%

Shares of NYSE CF opened at $125.73 on Friday. The business has a 50 day simple moving average of $117.73 and a 200 day simple moving average of $116.81. CF Industries Holdings, Inc. has a 52 week low of $75.42 and a 52 week high of $141.96. The stock has a market cap of $19.03 billion, a price-to-earnings ratio of 9.32, a PEG ratio of 0.25 and a beta of 0.39. The company has a debt-to-equity ratio of 0.36, a quick ratio of 4.32 and a current ratio of 4.86.

CF Industries (NYSE:CF) last issued its quarterly earnings data on Wednesday, August 5th. The basic materials company reported $4.73 earnings per share for the quarter, missing the consensus estimate of $5.63 by ($0.90). The business had revenue of $2.22 billion for the quarter, compared to the consensus estimate of $2.45 billion. CF Industries had a net margin of 27.12% and a return on equity of 24.41%. CF Industries’s revenue was up 17.6% compared to the same quarter last year. During the same period in the previous year, the business posted $2.37 EPS. On average, research analysts predict that CF Industries Holdings, Inc. will post 13.7 earnings per share for the current fiscal year.

CF Industries Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, August 31st. Stockholders of record on Friday, August 14th will be paid a dividend of $0.60 per share. This is a positive change from CF Industries’s previous quarterly dividend of $0.50. The ex-dividend date is Friday, August 14th. This represents a $2.40 annualized dividend and a dividend yield of 1.9%. CF Industries’s dividend payout ratio (DPR) is currently 17.79%.

Trending Headlines about CF Industries

Here are the key news stories impacting CF Industries this week:

• Positive Sentiment: CF Industries, JERA Co. and Mitsui & Co. began construction of Blue Point One, a planned $3.7 billion low-carbon ammonia plant in Louisiana. The project is expected to have annual production capacity of approximately 1.4 million metric tons, with production targeted for 2029. CF Industries, JERA Co., and Mitsui & Co. Break Ground on Blue Point One
• Positive Sentiment: Blue Point One is designed to serve both conventional fertilizer customers and emerging energy markets. Its scale—described as potentially the world’s largest low-carbon ammonia facility—could strengthen CF Industries’ position in ammonia and expand its exposure to lower-carbon industrial and energy demand. CF Industries and Partners Break Ground on Low-Carbon Ammonia Plant
• Neutral Sentiment: The project is being developed through a joint venture, which allows CF Industries to share investment and operational responsibilities with major Japanese partners. However, the benefits are several years away, and the construction timeline leaves exposure to cost inflation, permitting, financing and demand risks. CF Industries-led JV Starts Construction of Louisiana Blue Ammonia Project
• Neutral Sentiment: Additional reports highlighted the project’s potential to strengthen U.S. fertilizer supply, but the articles did not provide a new earnings forecast or near-term financial guidance. Consequently, the announcement is more relevant to CF’s long-term growth strategy than to immediate results. $3.7B Louisiana Ammonia Plant Breaks Ground

Analyst Upgrades and Downgrades

A number of research analysts recently commented on the stock. Bank of America boosted their price objective on shares of CF Industries from $103.00 to $106.00 in a research report on Thursday, May 14th. Canadian Imperial Bank of Commerce reissued a “neutral” rating and set a $129.00 target price on shares of CF Industries in a research note on Friday, July 24th. Berenberg Bank boosted their price target on shares of CF Industries from $86.00 to $106.00 and gave the company a “hold” rating in a report on Thursday, May 28th. BNP Paribas Exane dropped their price target on shares of CF Industries from $140.00 to $120.00 and set a “neutral” rating on the stock in a research note on Monday, June 15th. Finally, UBS Group increased their price objective on CF Industries from $115.00 to $123.00 and gave the stock a “neutral” rating in a report on Friday, August 7th. Two equities research analysts have rated the stock with a Strong Buy rating, five have assigned a Buy rating, ten have assigned a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $116.56.

CF Industries Profile

CF Industries Holdings, Inc is a leading global manufacturer of hydrogen and nitrogen products for agricultural and industrial customers. The company specializes in the production of ammonia, granular urea, urea ammonium nitrate (UAN), nitric acid and ammonium nitrate, which serve as key inputs for fertilizer blends, industrial chemicals and other downstream applications.

Headquartered in Deerfield, Illinois, CF Industries operates production facilities and distribution terminals across North America and the United Kingdom.