CF Industries Holdings Announces $0.50 Dividend, 2.2% Yield, Solid Earnings Coverage, and Potential Growth

CF Industries Holdings (NYSE:CF) announced a dividend of $0.50 per share, yielding 2.2%. The payment is comfortably covered by cash flow and earnings, and the payout ratio is expected to be 30%. The company has a sustained record of paying dividends with minimal fluctuation and has been growing its earnings per share at 31% annually over the past five years.

CF Industries Holdings, Inc. (NYSE: CF) has announced a quarterly dividend of $0.50 per share, representing a dividend yield of 2.2%. The payment is scheduled to be made on August 29, 2025, to shareholders of record as of August 15, 2025 [1]. This dividend is comfortably covered by the company's cash flow and earnings, with the payout ratio expected to be 30%.

The company has a history of consistent dividend payments with minimal fluctuation and has grown its earnings per share at an annual rate of 31% over the past five years. This sustained record of dividend growth and earnings expansion reflects the company's strong financial performance and commitment to shareholder value.

In addition to the dividend announcement, CF Industries has initiated a stock repurchase plan. The company's Board of Directors has authorized the purchase of up to $2.0 billion in shares, allowing for the buyback of up to 14.7% of the company's shares through open market purchases [1]. This move indicates the company's confidence in its valuation and the potential for future growth.

CF Industries operates in the manufacturing and sale of hydrogen and nitrogen products for various industrial applications. The company's strong operational performance and constructive global nitrogen industry dynamics have driven robust financial results, as evidenced by its first-half 2025 net earnings of $698 million and adjusted EBITDA of $1.41 billion [2]. The company's Donaldsonville carbon capture and sequestration project began generating 45Q tax credits in July 2025, further enhancing its financial position and commitment to decarbonization [2].

Institutional investors hold 93.06% of CF Industries' shares, with analysts providing a mix of ratings and price targets. Analysts have issued a hold rating on average, with a consensus target price of $95.71 [1]. The company's stock has a market capitalization of $15.52 billion, a PE ratio of 12.06, and a beta of 0.94 [1].

References:
[1] https://www.marketbeat.com/instant-alerts/filing-natixis-advisors-llc-has-24-million-position-in-cf-industries-holdings-inc-nysecf-2025-08-02/
[2] https://finance.yahoo.com/news/cf-industries-holdings-inc-reports-203000912.html