RBC sets USD 115.00 target for CF Industries stock

Published on 10/15/2026 at 21:37 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

CF Industries declared a USD 0.60 dividend on October 7, 2026. CF Industries stock costs EUR 106.38 on October 15, 2026 before November 4 results.

Analyst target and reporting date

RBC Dominion Securities set a USD 115.00 target for CF Industries on October 5, 2026.
Second-quarter revenue reached USD 2.22 billion, while diluted earnings per share came to USD 4.73.
CF Industries stock costs EUR 106.38 at Lang & Schwarz on October 15, 2026 at 9:32 p.m. CEST.
CF Industries will report third-quarter and nine-month 2026 results on November 4, 2026.

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RBC Dominion Securities set a USD 115.00 target for CF Industries on October 5, 2026, giving the stock a sector perform rating, according to MarketBeat. CF Industries stock was last quoted at USD 119.26 on the New York Stock Exchange on October 15, 2026 at 3:35 p.m. ET, placing the target 3.58 percent below that price. It was trading at EUR 106.38 at Lang & Schwarz on October 15, 2026 at 9:32 p.m. CEST.

Second-quarter figures set the benchmark

CF Industries reported second-quarter 2026 revenue of USD 2.22 billion, net income attributable to common shareholders of USD 727.00 million and diluted earnings per share of USD 4.73. The figures came from the standardized financial statements for the period ended June 30, 2026.

MarketBeat reported that second-quarter diluted earnings per share of USD 4.73 missed the USD 5.63 consensus, while revenue of USD 2.22 billion came in below the USD 2.45 billion estimate. Revenue nevertheless increased 17.60 percent from the year-earlier quarter. That mix leaves the analyst target as a useful counterpoint to the latest operating figures.

Price position and trading range

The primary-market quote stood at USD 119.26, while CF Industries' 52-week range ran from USD 75.42 to USD 141.96. The latest price was 16.00 percent below the 52-week high and 58.11 percent above the low. The finance quote showed a market capitalization of USD 18.0 billion, a trailing P/E ratio of 8.84 and a dividend yield of 2.00 percent.

Comparison with peers

CF Industries (NYSE, USD): P/E 8.84, market capitalization USD 18.0 billion
Nutrien (NYSE, USD): P/E 14.05, dividend yield 3.00 percent, market capitalization USD 33.1 billion
The Mosaic Company (NYSE, USD): P/E 99.58, dividend yield 5.00 percent, market capitalization USD 6.0 billion

Dates and shareholder return

On October 7, 2026, CF Industries declared a USD 0.60 quarterly dividend payable on November 30, 2026, to shareholders of record on November 16, 2026, according to Business Wire. The company will report third-quarter and nine-month 2026 results after the market close on November 4, 2026, with a conference call scheduled for November 5, 2026, at 11:00 a.m. ET.

What the target means for valuation

The target sits below the latest USD 119.26 home-market quote, while the trailing P/E of 8.84 is below Nutrien's 14.05 and far below The Mosaic Company's 99.58. The comparison describes a wide valuation spread across the fertilizer group without making a forecast for CF Industries.

Stock price and investor dates

CF Industries was trading at EUR 106.38 at Lang & Schwarz on October 15, 2026 at 9:32 p.m. CEST. The further course of trading is shown by the continuously updated real-time quote of CF Industries stock.