Small-cap stock CF Industries Holdings (NYSE: $CF) is rising fast to start the year.
The Chicago-based company, which specializes in agricultural fertilizers, has seen its share price rise 14% so far in 2026.
The big jump during the first month of the year builds on CF stock’s impressive 110% gain over the past five years.
The company’s stock has been on a tear since the U.S. Congress gave American farmers a $12 billion U.S. bailout in 2025 to help them manage the impacts of tariffs.
China resuming its vast purchases of U.S. soybeans and corn has also helped increase demand for the fertilizers and other plant nutrients that CF Industries sells to farmers.
The company, which has a market capitalization slightly above $10 billion U.S., has proven to be a steady stock for its shareholders over the years.
In business since 1946, CF Industries spent its first 56 years as an agricultural cooperative. In 2002, it demutualized and became a publicly traded company.
Since then, the share price has risen 2,450%.
Even with the big run-up in its stock, CF Industries currently trades at a low valuation of 10 times future earnings estimates, which is less than half the average among S&P 500 companies
CF stock also offers shareholders a strong quarterly dividend of $0.50 U.S. per share, giving it a healthy yield of 2.20%.
The combination of low valuation, strong dividend, and share price appreciation make this small-cap fertilizer company worth considering.
