10 Best Performing Dividend Stocks So Far in 2026

8. CF Industries Holdings, Inc. (NYSE:CF)

YTD Returns as of May 5: 53.2%

On April 30, CIBC raised its price recommendation on CF Industries Holdings, Inc. (NYSE:CF) to $128 from $118. It reiterated a Neutral rating on the shares. The firm updated targets across the fertilizer and chemical group as part of its Q1 preview.CIBC said it expects stronger nitrogen pricing because of supply disruptions in the Middle East. It also lowered estimates for Mosaic, noting that phosphate price increases have not kept pace with rising raw material costs.

On April 27, Barclays raised its price goal on CF to $145 from $130. It maintained an Overweight rating on the shares. The firm said it still expects strength in the nitrogen segment because of the Iran conflict. Barclays also raised its estimates for both CF and Nutrien. The firm pointed to continued uncertainty surrounding the Iran war, along with expectations for a longer disruption to natural gas supply and the effect that could have on ammonia production.

CF Industries Holdings, Inc. (NYSE:CF) is a global manufacturer of hydrogen and nitrogen products. The company is working to decarbonize its ammonia production network to support low-carbon hydrogen and nitrogen products used in energy, fertilizer, emissions reduction, and other industrial activities.