CF Industries Holdings Gestione
Criteri Gestione verificati 4/4
CF Industries Holdings Il CEO è Chris Bohn, nominato in Jan2026, e ha un mandato di meno di un anno. la retribuzione annua totale è $ 5.87M, composta da 17% di stipendio e 83% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.14% delle azioni della società, per un valore di $ 25.57M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.2 anni e 7.6 anni.
Informazioni chiave
Chris Bohn
Amministratore delegato
US$5.9m
Compenso totale
| Percentuale dello stipendio del CEO | 17.04% |
| Mandato del CEO | less than a year |
| Proprietà del CEO | 0.1% |
| Durata media del management | 4.2yrs |
| Durata media del Consiglio di amministrazione | 7.6yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • May 11
CF: Tight Nitrogen Markets And DOJ Probe Will Shape Future Returns
Analysts have lifted the fair value estimate for CF Industries Holdings by about $2.90 to $120.95, reflecting updated views on nitrogen pricing, geopolitical risk to supply, and sector valuation multiples that underpin recent Street price target increases across the fertilizer group. Analyst Commentary Street research on CF Industries has leaned toward higher price targets, but the reasoning behind those moves is mixed, with different firms weighing nitrogen pricing, geopolitical risks, and medium term demand in distinct ways.Seeking Alpha • May 07
CF Industries: The Iran Premium Is A Double-Edged Sword (Downgrade)
Summary CF Industries is rated Buy, reflecting ongoing undervaluation despite recent gains driven by Middle East conflict disruptions. CF's Q1 outperformance stemmed from higher fertilizer prices due to curtailed Middle East supply, but this boost is likely temporary. Strong balance sheet, $2.04 billion in cash and equivalents, and substantial buyback authorization position CF for resilience and capital returns. Intrinsic value is estimated above current levels, but macro risks and commodity volatility warrant caution. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Apr 26
CF Industries Delivers Strong Q3 2025 Earnings Amid Tight Nitrogen Markets and Robust Cash Generation
Executive Summary Analyst: Qudus Adebara (Founder of Wane Investment House) CF Industries Holdings, Inc. delivered a solid operating and financial performance in the third quarter ended September 30, 2025, reflecting favorable nitrogen market fundamentals, disciplined cost management, and high asset utilization.Aggiornamento della narrazione • Apr 22
CF: Tighter Nitrogen Markets And DOJ Probe Will Shape Future Premium
CF Industries Holdings' analyst fair value estimate has been adjusted from $112.58 to $118.05, reflecting a series of higher Street price targets as analysts factor in tighter nitrogen markets, geopolitical supply risks, and refined assumptions for revenue trends, margins, and future P/E multiples. Analyst Commentary Recent Street research on CF Industries points to a mix of optimism on earnings power in tighter nitrogen markets and caution around geopolitical risk, fertilizer demand trends, and valuation after a strong sector move.Aggiornamento della narrazione • Apr 07
CF: DOJ Price Fixing Probe Will Eventually Pressure Elevated Nitrogen Premium
CF Industries' updated analyst price target has moved about $7 higher, as analysts weigh higher implied fair value, slightly lower discount rates, firmer margin expectations, and a lower assumed future P/E against mixed views on nitrogen pricing and geopolitical risk. Analyst Commentary Recent research on CF Industries shows a cluster of higher price targets, but with a split view on how durable current conditions may be and how much upside is already reflected in the share price.
Nuova narrazione • Mar 27
Low Carbon Ammonia Ambitions And Gas Spreads Will Pressure Future Earnings And Margins
Catalysts About CF Industries Holdings CF Industries Holdings produces nitrogen based fertilizers and low carbon ammonia for agricultural and industrial customers. What are the underlying business or industry changes driving this perspective?Aggiornamento della narrazione • Mar 23
CF: DOJ Fertilizer Probe Will Constrain Returns Despite Tight Nitrogen Markets
Analysts have lifted the fair value estimate for CF Industries to about $106 from roughly $98. This reflects higher price targets across the Street as they factor in firmer nitrogen pricing, improved profit margins, and a slightly lower assumed P/E multiple, despite some mixed ratings and geopolitical risks.
Nuova narrazione • Mar 13
Low Carbon Ammonia And CCS Projects Will Support A Stronger Long Term Outlook
Catalysts About CF Industries Holdings CF Industries Holdings produces nitrogen based fertilizers and low carbon ammonia for agricultural and industrial customers worldwide. What are the underlying business or industry changes driving this perspective?Aggiornamento della narrazione • Mar 08
CF: Tighter Nitrogen Markets And DOJ Probe Will Pressure Future Returns
Analysts have nudged their average price target for CF Industries higher to $97.74 from $95.68, reflecting updated views on tighter near term nitrogen markets, geopolitical risks that could support pricing into 2026, and emerging interest in the company's low carbon ammonia exposure. Analyst Commentary Recent research shows a mix of optimism and caution on CF Industries, with several firms lifting price targets while keeping a close eye on nitrogen pricing, geopolitical risk, and the company’s execution on low carbon projects.Aggiornamento della narrazione • Feb 22
CF: Tight Nitrogen Markets And Low Carbon Projects Will Guide Balanced Outlook
Analysts have lifted their blended fair value estimate for CF Industries to about $95.68 from $91.21, reflecting higher price targets around $94 to $103 and updated views on tight nitrogen markets, strong free cash flow, and a modestly higher assumed future P/E multiple despite mixed opinions on medium term catalysts. Analyst Commentary Recent Street research around CF Industries points to a mixed but generally balanced view, with several firms adjusting price targets while maintaining a cautious stance on the shares.Aggiornamento della narrazione • Feb 07
CF: Tight Nitrogen Outlook And Clean Energy Efforts Will Shape Balanced Outlook
Analysts have trimmed their fair value estimate for CF Industries Holdings by about $0.40 to $91.21, reflecting slightly softer revenue growth and profit margin assumptions, partly offset by higher expected future P/E multiples and updated sector views from recent research. Analyst Commentary Recent research on CF Industries Holdings reflects a mixed but useful set of signals for you to weigh, with some analysts focusing on upside tied to nitrogen fundamentals and cash generation, and others leaning cautious around sector headwinds and valuation reset.Articolo di analisi • Jan 31
CF Industries Holdings (NYSE:CF) Has Announced A Dividend Of $0.50
The board of CF Industries Holdings, Inc. ( NYSE:CF ) has announced that it will pay a dividend of $0.50 per share on...Aggiornamento della narrazione • Jan 24
CF: Tight Ammonia Markets And Clean Energy Projects Will Shape Balanced Outlook
Analysts made a small upward adjustment to their fair value estimate for CF Industries to about $91.61 per share, reflecting slightly firmer profit margin assumptions and a marginally lower future P/E expectation, even as recent price target moves across the Street remain mixed. Analyst Commentary Recent Street research on CF Industries presents a mix of constructive and cautious views, with price targets spread roughly between the high $70s and $100.Aggiornamento della narrazione • Jan 10
CF: Tight Ammonia Markets And Clean Energy Projects Will Support Returns
Analysts have trimmed their blended fair value estimate for CF Industries Holdings by about US$0.30 per share to roughly US$91.44. This reflects a mix of lower price targets tied to concerns about potential nitrogen oversupply and uneven industrial demand, partly offset by more constructive views on tight ammonia markets, shareholder returns, and the company’s clean energy buildout.Aggiornamento della narrazione • Dec 25
CF: Tight Nitrogen And Ammonia Markets Will Support Future Shareholder Returns
Analysts have nudged their blended price target for CF Industries Holdings slightly lower, trimming it by about $0.45 to reflect a modestly softer valuation backdrop. At the same time, they highlight supportive nitrogen fundamentals, tight ammonia markets, and continued free cash flow and clean energy investment as key offsets.Aggiornamento della narrazione • Dec 11
CF: Tight Nitrogen And Ammonia Markets Will Drive Long-Term Upside
Analysts have modestly trimmed their price target on CF Industries Holdings to reflect a slightly lower fair value estimate of about $92, incorporating a mix of reduced targets from firms citing a cautious macro and commodity backdrop, and higher targets from those highlighting tight ammonia markets, strong free cash flow, and long term clean energy growth initiatives. Analyst Commentary Analyst views on CF Industries remain mixed, with a generally constructive stance on the company’s strategic positioning but tempered by concerns around the broader macro and commodity backdrop.Aggiornamento della narrazione • Nov 27
CF: Tight Nitrogen Markets And Clean Energy Advances Will Drive Long-Term Upside
The analyst price target for CF Industries Holdings has been adjusted slightly lower. This change reflects a modest decrease as analysts acknowledge both headwinds in profit margin expectations and ongoing support from industry fundamentals such as free cash flow generation and operational progress.Aggiornamento della narrazione • Nov 07
CF: Continued Share Repurchases And Low-Carbon Progress Will Support Future Gains
The consensus analyst price target for CF Industries Holdings has shifted modestly lower, dropping from approximately $93.56 to $92.94. Analysts cite a more cautious outlook on revenue growth and industry fundamentals, despite recent adjustments in sector forecasts.Articolo di analisi • Oct 05
CF Industries Holdings (NYSE:CF) Is Due To Pay A Dividend Of $0.50
CF Industries Holdings, Inc. ( NYSE:CF ) has announced that it will pay a dividend of $0.50 per share on the 28th of...Articolo di analisi • Sep 03
When Should You Buy CF Industries Holdings, Inc. (NYSE:CF)?
Let's talk about the popular CF Industries Holdings, Inc. ( NYSE:CF ). The company's shares received a lot of attention...Articolo di analisi • Jul 25
CF Industries Holdings' (NYSE:CF) Dividend Will Be $0.50
The board of CF Industries Holdings, Inc. ( NYSE:CF ) has announced that it will pay a dividend on the 29th of August...Articolo di analisi • May 30
These 4 Measures Indicate That CF Industries Holdings (NYSE:CF) Is Using Debt Reasonably Well
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Mar 19
CF Industries: The Cash King Of The Fertilizer Industry
Summary CF Industries, the world's largest nitrogen fertilizer producer, boasts an economic moat with low-cost operations and superior logistics, ensuring consistent shareholder value. The company's strategic focus on nitrogen-based products and disciplined capital reinvestment have led to substantial free cash flow and shareholder returns. Future growth is bolstered by ventures into blue and green ammonia, positioning CF ahead of regulatory trends and opening new market opportunities. At $76 per share, CF Industries offers a 36% margin of safety, making it a compelling buy with a 10% yield on owner earnings. Read the full article on Seeking AlphaSeeking Alpha • Feb 02
CF Industries: A Trump 2.0 Bellwether
Summary CF Industries, the largest nitrogen fertilizer producer, benefits from low U.S. natural gas prices and strategic export capabilities, positioning it well for growth. Despite risks from energy volatility and global competition, CF's unique location and Trump 2.0 policies mitigate these challenges. Strong agricultural production forecasts in the U.S., particularly for corn and soybeans, bolster CF's market position and growth prospects. Trading at an attractive multiple, CF Industries offers a relatively safe investment with significant free cash flow and long-term shareholder value growth potential. Read the full article on Seeking AlphaSeeking Alpha • Nov 26
CF Industries: Setup Playing Out As Drawn Up - Here's What's Next (Technical Analysis)
Summary Our methodology helps us identify high-probability trading setups, providing guidance and potential risk versus reward on each chart we study, like CF Industries. This approach offers a structured way to analyze markets, helping investors objectively understand price movements and adjust quickly when wrong. We share these levels for CF. The current setup shows key near-term support and an alternative scenario as well. Our system ranks probabilistic market movements and provides alternative perspectives, aiming to keep investors on the right side of trades. Read the full article on Seeking AlphaSeeking Alpha • Oct 19
CF Industries: Probably The Ideal Fertilizer Investment
Summary CF Industries, the world's leader in ammonia production, is well-managed and trading at an attractive price for long-term returns, earning a Buy rating. The company's robust financial health, low debt, and steady buybacks and dividends make it a compelling investment despite cyclical and commodity risks. CF's strategic positioning and ability to capitalize on global disruptions, like the Russia-Ukraine conflict, highlight its resilience and growth potential. Environmental regulations and shifting agricultural trends pose risks, but CF's proactive approach and strong fundamentals support a positive long-term outlook. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$2b |
| Dec 31 2025 | US$6m | US$1m | US$1b |
| Sep 30 2025 | n/a | n/a | US$1b |
| Jun 30 2025 | n/a | n/a | US$1b |
| Mar 31 2025 | n/a | n/a | US$1b |
| Dec 31 2024 | US$5m | US$796k | US$1b |
| Sep 30 2024 | n/a | n/a | US$1b |
| Jun 30 2024 | n/a | n/a | US$1b |
| Mar 31 2024 | n/a | n/a | US$1b |
| Dec 31 2023 | US$4m | US$700k | US$2b |
| Sep 30 2023 | n/a | n/a | US$2b |
| Jun 30 2023 | n/a | n/a | US$2b |
| Mar 31 2023 | n/a | n/a | US$3b |
| Dec 31 2022 | US$4m | US$660k | US$3b |
| Sep 30 2022 | n/a | n/a | US$3b |
| Jun 30 2022 | n/a | n/a | US$3b |
| Mar 31 2022 | n/a | n/a | US$2b |
| Dec 31 2021 | US$3m | US$625k | US$917m |
| Sep 30 2021 | n/a | n/a | US$299m |
| Jun 30 2021 | n/a | n/a | US$456m |
| Mar 31 2021 | n/a | n/a | US$400m |
| Dec 31 2020 | US$3m | US$625k | US$317m |
| Sep 30 2020 | n/a | n/a | US$285m |
| Jun 30 2020 | n/a | n/a | US$378m |
| Mar 31 2020 | n/a | n/a | US$471m |
| Dec 31 2019 | US$2m | US$565k | US$493m |
Compensazione vs Mercato: La retribuzione totale di Chris ($USD 5.87M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.80M ).
Compensazione vs guadagni: La retribuzione di Chris è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Chris Bohn (57 yo)
less than a year
Mandato
US$5,869,713
Compensazione
Mr. Christopher D. Bohn, also known as Chris, is Director of The Fertilizer Institute. Mr. Christopher D. Bohn, also known as Chris, has been the Chief Executive Officer and President of CF Industries Hold...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | less than a year | US$5.87m | 0.14% $ 25.6m | |
| Executive VP & Chief Administrative Officer | 2.8yrs | US$5.92m | 0.036% $ 6.9m | |
| Executive Vice President & Chief Commercial Officer | less than a year | US$4.28m | 0.045% $ 8.6m | |
| Interim CFO | 18.5yrs | US$1.17m | 0.033% $ 6.3m | |
| VP & Chief Information Officer | 5.6yrs | Nessun dato | Nessun dato | |
| VP of Treasury & Investor Relations | 9.3yrs | Nessun dato | Nessun dato | |
| Senior VP | 10.3yrs | Nessun dato | 0.012% $ 2.4m | |
| Vice President of Public Affairs | 6.2yrs | Nessun dato | 0.011% $ 2.2m | |
| Senior Vice President of Manufacturing and Distribution | less than a year | Nessun dato | 0.0027% $ 515.2k | |
| Director of Investor Relations | no data | Nessun dato | Nessun dato | |
| VP of Clean Energy & Business Development | less than a year | Nessun dato | 0.0041% $ 782.3k |
4.2yrs
Durata media
58.5yo
Età media
Gestione esperta: Il team dirigenziale di CF è considerato esperto (durata media dell'incarico 4.2 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | 2.3yrs | US$5.87m | 0.14% $ 25.6m | |
| Independent Director | 8.8yrs | US$314.14k | 0.018% $ 3.4m | |
| Independent Director | 20.8yrs | US$301.02k | 0.037% $ 7.0m | |
| Independent Director | 5yrs | US$313.52k | 0.0080% $ 1.5m | |
| Independent Director | 8.8yrs | US$309.77k | 0.018% $ 3.4m | |
| Independent Director | 11.6yrs | US$302.27k | 0.024% $ 4.5m | |
| Independent Chairman | 10.9yrs | US$301.02k | 0.023% $ 4.3m | |
| Independent Director | 7.4yrs | US$296.64k | 0.015% $ 2.9m | |
| Independent Director | 2.6yrs | US$309.77k | 0.0048% $ 903.6k | |
| Independent Director | 7.6yrs | US$296.64k | 0.015% $ 2.9m | |
| Independent Director | 4.8yrs | US$296.64k | 0.0081% $ 1.5m |
7.6yrs
Durata media
62yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di CF sono considerati esperti (durata media dell'incarico 7.6 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/21 22:02 |
| Prezzo dell'azione a fine giornata | 2026/05/21 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
CF Industries Holdings, Inc. è coperta da 43 analisti. 19 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Harriet Li | Accountability Research Corporation |
| null null | Argus Research Company |
| Benjamin Theurer | Barclays |