CF Earnings
Wednesday, May 06 2026
EPS Estimate
$2.55
$2.28 – $2.83
Revenue Estimate
$1.8B
Current Price
$115.94
Our Position
bullishQ4 beat drives 4.8% pop, lands on CNBC final trades
structured data
est. revisions falling
(-15.4pp / 30d)
The beat signals solid execution in a tough macro environment for fertilizer producers. Getting the nod on CNBC's final trades after a post-earnings rally suggests near-term momentum and institutional interest.
Watch: Next catalyst is Q1 guidance or any update on fertilizer pricing and demand trends heading into spring planting season. Volume and margin visibility will tell whether this beat was a one-off or the start of a recovery cycle.
Data Signal Summary
2 bullish
2 bearish
Estimates up +5%
Insider selling cluster
Put/call 0.5 (bullish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
-13.3%
P/E Ratio
12.9
Est. Revisions (30d)
+5.4% 3up/0dn
Analyst Target (mean)
$118 $85–$150 +2%
Options P/C Ratio
0.49
Est. Dispersion
54% 6 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, Two Sigma, D.E. Shaw, Renaissance, Bridgewater
Recent Activity
insider trades
104 transactions
Sell
·
FROST BERT A (Officer)
·3,000 shares
·$264,000
Sell
·
HOKER RICHARD A. (Officer)
·3,499 shares
·$438,705
Sell
·
FROST BERT A (Officer)
·6,000 shares
·$756,000
Sell
·
MAYER ERIK M. (Officer)
·1,500 shares
·$187,035
Sell
·
WILL W ANTHONY (Director)
·81,651 shares
·$10,333,625
99 more
Award
·
WILL W ANTHONY
·96,858 shr
Sell
·
FROST BERT A
·6,250 shr
·$854,316
Sell
·
MENZEL SUSAN L
·18,041 shr
·$2,454,713
Sell
·
FROST BERT A
·15,534 shr
·$1,833,194
Sell
·
MCGRANE MICHAEL PATRICK
·3,666 shr
·$427,089
Sell
·
MAYER ERIK M.
·2,200 shr
·$255,749
Sell
·
WILL W ANTHONY
·57,364 shr
·$6,272,966
Sell
·
HOKER RICHARD A.
·6,184 shr
·$676,097
Sell
·
MENZEL SUSAN L
·7,200 shr
·$799,200
Sell
·
MALIK ASHRAF KHAN
·2,439 shr
·$270,729
Sell
·
DEMPSEY LINDA M
·2,000 shr
·$213,000
Other
·
ARZBAECHER ROBERT C
·11,600 shr
Sell
·
WILL W ANTHONY
·64,273 shr
·$7,009,894
Sell
·
MENZEL SUSAN L
·3,914 shr
·$415,250
Sell
·
MCGRANE MICHAEL PATRICK
·2,766 shr
·$291,426
Sell
·
WILL W ANTHONY
·237,416 shr
·$24,365,179
Sell
·
FROST BERT A
·5,102 shr
·$540,761
Sell
·
MENZEL SUSAN L
·6,858 shr
·$713,232
Sell
·
MALIK ASHRAF KHAN
·8,631 shr
·$889,696
Award
·
WILL W ANTHONY
·40,647 shr
Award
·
HOKER RICHARD A.
·3,484 shr
Other
·
HOKER RICHARD A.
·1,973 shr
Sell
·
HOKER RICHARD A.
·5,620 shr
·$553,574
Award
·
FROST BERT A
·9,871 shr
Award
·
MENZEL SUSAN L
·6,968 shr
Award
·
BOHN CHRISTOPHER D
·10,452 shr
Award
·
MALIK ASHRAF KHAN
·4,064 shr
Award
·
DEMPSEY LINDA M
·2,322 shr
Sell
·
DEMPSEY LINDA M
·1,000 shr
·$100,000
Award
·
MCGRANE MICHAEL PATRICK
·1,258 shr
Award
·
MAYER ERIK M.
·968 shr
Sell
·
MENZEL SUSAN L
·3,215 shr
·$311,859
Sell
·
WILL W ANTHONY
·111,890 shr
·$11,216,816
Award
·
HOKER RICHARD A.
·3,331 shr
Award
·
FROST BERT A
·10,762 shr
Award
·
MENZEL SUSAN L
·7,687 shr
Award
·
BOHN CHRISTOPHER D
·38,437 shr
Award
·
DEMPSEY LINDA M
·2,562 shr
Award
·
MCGRANE MICHAEL PATRICK
·6,150 shr
Other
·
HOKER RICHARD A.
·1,066 shr
Other
·
HOKER RICHARD A.
·540 shr
Sell
·
MENZEL SUSAN L
·10,000 shr
·$1,002,300
Sell
·
FROST BERT A
·26,003 shr
·$2,568,715
Sell
·
MALIK ASHRAF KHAN
·5,498 shr
·$549,535
Other
·
ARZBAECHER ROBERT C
·13,175 shr
Award
·
WHITE CELSO L
·2,074 shr
Award
·
EAVES JOHN W
·2,074 shr
Award
·
TOELLE MICHAEL
·2,074 shr
Award
·
WAGLER THERESA E.
·2,074 shr
Award
·
NOONAN ANNE P
·2,074 shr
Award
·
ELLERBUSCH SUSAN A.
·2,074 shr
Award
·
AHMED JAVED
·2,074 shr
Award
·
DEHAAS DEBORAH L.
·2,074 shr
Award
·
MADRAZO YRIS JESUS
·2,074 shr
Award
·
ARZBAECHER ROBERT C
·2,074 shr
Award
·
HAGGE STEPHEN J
·3,293 shr
Award
·
WILL W ANTHONY
·80,773 shr
Award
·
HOKER RICHARD A.
·6,213 shr
Other
·
HOKER RICHARD A.
·3,499 shr
Award
·
FROST BERT A
·18,639 shr
Award
·
MENZEL SUSAN L
·12,115 shr
Award
·
BOHN CHRISTOPHER D
·18,639 shr
Award
·
MALIK ASHRAF KHAN
·7,456 shr
Award
·
DEMPSEY LINDA M
·4,348 shr
Award
·
MCGRANE MICHAEL PATRICK
·2,278 shr
Sell
·
MENZEL SUSAN L
·2,850 shr
·$276,300
Sell
·
FROST BERT A
·3,000 shr
·$285,000
Sell
·
MENZEL SUSAN L
·1,500 shr
·$142,500
Sell
·
MALIK ASHRAF KHAN
·8,889 shr
·$844,457
Other
·
HOKER RICHARD A.
·596 shr
Other
·
HOKER RICHARD A.
·1,024 shr
Award
·
WILL W ANTHONY
·36,655 shr
Award
·
HOKER RICHARD A.
·5,842 shr
Award
·
FROST BERT A
·9,622 shr
Award
·
MENZEL SUSAN L
·35,510 shr
Award
·
BOHN CHRISTOPHER D
·13,746 shr
Award
·
MALIK ASHRAF KHAN
·4,124 shr
Award
·
DEMPSEY LINDA M
·2,291 shr
Award
·
CAMERON GREGORY D
·10,997 shr
Award
·
MCGRANE MICHAEL PATRICK
·4,124 shr
Sell
·
MENZEL SUSAN L
·3,500 shr
·$325,000
Sell
·
MALIK ASHRAF KHAN
·7,000 shr
·$635,487
Other
·
WILL W ANTHONY
·17,654 shr
Sell
·
FROST BERT A
·3,000 shr
·$270,000
Sell
·
MENZEL SUSAN L
·2,000 shr
·$180,000
Sell
·
MALIK ASHRAF KHAN
·7,201 shr
·$648,269
Award
·
FROST BERT A
·45,125 shr
Award
·
CAMERON GREGORY D
·25,270 shr
Award
·
WHITE CELSO L
·2,010 shr
Award
·
EAVES JOHN W
·2,010 shr
Award
·
TOELLE MICHAEL
·2,010 shr
Award
·
WAGLER THERESA E.
·2,010 shr
Award
·
NOONAN ANNE P
·2,010 shr
Award
·
ELLERBUSCH SUSAN A.
·2,010 shr
Award
·
AHMED JAVED
·2,010 shr
Award
·
DEHAAS DEBORAH L.
·2,010 shr
Award
·
MADRAZO YRIS JESUS
·2,010 shr
Award
·
ARZBAECHER ROBERT C
·2,010 shr
Award
·
HAGGE STEPHEN J
·3,267 shr
analyst ratings
3 ratings
Scotiabank
→Sector Perform
1d ago
Barclays
→Overweight
4d ago
Goldman Sachs
→Neutral
7d ago
ae trade
9
5d ago
6d ago
7d ago
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