Wealth Enhancement Advisory Services LLC Increases Stock Holdings in CF Industries Holdings, Inc. $CF

Wealth Enhancement Advisory Services LLC increased its stake in shares of CF Industries Holdings, Inc. (NYSE:CF) by 57.5% during the 3rd quarter, Holdings Channel.com reports. The fund owned 265,724 shares of the basic materials company’s stock after purchasing an additional 96,986 shares during the quarter. Wealth Enhancement Advisory Services LLC’s holdings in CF Industries were worth $24,439,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Ensign Peak Advisors Inc raised its stake in shares of CF Industries by 24.4% during the 2nd quarter. Ensign Peak Advisors Inc now owns 95,289 shares of the basic materials company’s stock worth $8,767,000 after buying an additional 18,666 shares in the last quarter. Envestnet Asset Management Inc. raised its stake in shares of CF Industries by 5.9% during the 2nd quarter. Envestnet Asset Management Inc. now owns 276,542 shares of the basic materials company’s stock worth $25,442,000 after buying an additional 15,291 shares during the last quarter. Inspire Advisors LLC purchased a new stake in shares of CF Industries in the third quarter valued at about $677,000. Assenagon Asset Management S.A. lifted its stake in CF Industries by 347.0% in the 3rd quarter. Assenagon Asset Management S.A. now owns 507,268 shares of the basic materials company’s stock valued at $45,502,000 after buying an additional 393,780 shares in the last quarter. Finally, Swiss National Bank lifted its position in shares of CF Industries by 2.7% in the second quarter. Swiss National Bank now owns 504,000 shares of the basic materials company’s stock valued at $46,368,000 after acquiring an additional 13,200 shares in the last quarter. Institutional investors and hedge funds own 93.06% of the company’s stock.

Trending Headlines about CF Industries

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

• Positive Sentiment: Trafigura and U.S. industry moves to advance low‑carbon ammonia increase the market opportunity for CF’s decarbonized ammonia push; investors may reward CF for exposure to a growing low‑carbon product line. Read More.
• Positive Sentiment: Royal Bank of Canada raised its price target to $95 (keeps sector perform), signaling incremental analyst confidence that supports the share move. Read More.
• Neutral Sentiment: BNP Paribas raised its target to $90 but maintained a neutral rating, a modestly constructive but cautious signal that implies limited near‑term upside from this note. Read More.
• Neutral Sentiment: CF published its 2026 results schedule (Q4 2025 results after market close Feb 18; call Feb 19) — a clear near‑term catalyst that will focus investor attention on winter volumes, margins and ammonia pricing. Read More.
• Neutral Sentiment: Coverage highlighting the CFO transition and details on low‑carbon ammonia partnerships flags mixed impacts—leadership change can create short‑term uncertainty while partnership progress is strategically positive. Read More.
• Neutral Sentiment: Recent commentary debates whether CF’s rally is supported by fundamentals or stretched valuation; “Bull of the Day” features provide retail/technical interest but not new fundamental proof. Read More. Read More.
• Negative Sentiment: MarketWatch notes CF has underperformed peers despite daily gains, highlighting relative weakness that could limit further upside if sector rotation continues or peers report stronger results. Read More.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on CF. CIBC began coverage on shares of CF Industries in a research report on Tuesday, December 2nd. They set a “neutral” rating and a $87.00 target price on the stock. Weiss Ratings reaffirmed a “hold (c)” rating on shares of CF Industries in a research note on Monday, December 29th. JPMorgan Chase & Co. lowered their price target on CF Industries from $87.00 to $80.00 and set a “neutral” rating for the company in a report on Thursday, January 15th. Rothschild & Co Redburn lifted their price objective on shares of CF Industries from $78.00 to $86.00 in a research note on Monday, November 10th. Finally, Royal Bank Of Canada boosted their price target on CF Industries from $90.00 to $95.00 and gave the stock a “sector perform” rating in a research note on Tuesday. Two investment analysts have rated the stock with a Strong Buy rating, three have assigned a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $92.63.

CF Industries Stock Performance

Shares of NYSE CF opened at $91.77 on Thursday. The stock has a market capitalization of $14.31 billion, a P/E ratio of 11.06 and a beta of 0.69. CF Industries Holdings, Inc. has a 52-week low of $67.34 and a 52-week high of $104.45. The company has a quick ratio of 1.99, a current ratio of 2.27 and a debt-to-equity ratio of 0.39. The firm’s 50-day moving average price is $80.04 and its two-hundred day moving average price is $85.15.

CF Industries (NYSE:CF) last issued its quarterly earnings data on Wednesday, November 5th. The basic materials company reported $2.19 EPS for the quarter, topping analysts’ consensus estimates of $2.06 by $0.13. The firm had revenue of $1.66 billion during the quarter, compared to the consensus estimate of $1.59 billion. CF Industries had a return on equity of 18.14% and a net margin of 20.47%.The firm’s revenue was up 21.1% on a year-over-year basis. During the same period in the prior year, the business earned $1.55 EPS. As a group, sell-side analysts forecast that CF Industries Holdings, Inc. will post 5.83 earnings per share for the current year.

CF Industries Company 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.