CF Industries (CF) Initiates $2 Billion Share Buyback Program

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May 08, 2025
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CF Industries Holdings Inc (CF, Financial) is capturing investor attention with its strong Q1 2025 financial performance and strategic moves. Here are the key takeaways:

  • CF Industries reported an impressive adjusted EBITDA of $644 million in Q1 2025.
  • The company has initiated a $2 billion share buyback program to be executed by 2029.
  • Net earnings saw a substantial increase, reaching $312 million, or $1.85 per share.

Impressive Q1 2025 Performance

CF Industries (CF, Financial) has delivered a solid first quarter for 2025, showcasing strong financial results bolstered by favorable conditions in the nitrogen market. The company achieved an adjusted EBITDA of $644 million, underscoring its strategic market positioning. Additionally, CF Industries has announced an ambitious $2 billion share repurchase plan set to run through 2029, reflecting confidence in its future growth prospects. The company's net earnings climbed to $312 million, translating to $1.85 per share, marking a significant year-over-year rise.

Wall Street Analysts Forecast

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According to the projections of 19 analysts, the average one-year price target for CF Industries Holdings Inc (CF, Financial) is set at $88.58. This includes a high estimate of $111.00 and a low estimate of $78.00. The average target suggests a potential upside of 8.59% from the current stock price of $81.57. Investors looking for more comprehensive estimate data can visit the CF Industries Holdings Inc (CF) Forecast page.

The consensus recommendation from 21 brokerage firms for CF Industries Holdings Inc (CF, Financial) is currently at 2.7, which implies a "Hold" status. This rating is based on a scale from 1 to 5, where 1 indicates a Strong Buy, and 5 suggests a Sell.

On the valuation front, GuruFocus estimates the GF Value for CF Industries Holdings Inc (CF, Financial) over the next year to be $77.23, hinting at a potential downside of 5.32% from the ongoing price of $81.57. The GF Value represents GuruFocus' fair value estimation, derived from historical trading multiples, past business growth, and future projections of business performance. For a detailed valuation analysis, visit the CF Industries Holdings Inc (CF) Summary page.

Disclosures

I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.