Welcome to our dedicated page for CF Industries SEC filings (Ticker: CF), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The CF Industries Holdings, Inc. (NYSE: CF) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures filed with the U.S. Securities and Exchange Commission. CF Industries files current reports on Form 8-K, along with other periodic and transactional filings, to report material events, financing activities, executive changes and governance matters related to its hydrogen and nitrogen products business.
Investors reviewing CF’s filings can find details on topics such as executive appointments and departures, compensation arrangements and change-in-control severance agreements disclosed under Item 5.02 of Form 8-K. For example, the company has reported leadership transitions in the roles of president and chief executive officer and chief financial officer, including interim appointments and related separation and advisory agreements.
CF Industries’ filings also describe significant financing transactions. These include the entry into a senior unsecured revolving credit agreement that provides a multi-currency revolving credit facility with a total net leverage ratio covenant, and the public offering of senior notes due 2035 issued by its subsidiary and guaranteed on a senior unsecured basis by CF Industries Holdings, Inc. The related indentures and underwriting agreements, filed as exhibits, outline covenants on liens, sale-leaseback transactions, merger conditions and events of default.
Other 8-K filings address material events such as the formation and structure of the Blue Point Number One, LLC joint venture with JERA and Mitsui for low-carbon ammonia, and the expiration of certain ownership options within that joint venture. Earnings-related 8-Ks and furnished exhibits provide presentations and press releases that discuss CF Industries’ results of operations, financial condition and views on global nitrogen market dynamics.
On Stock Titan, these filings are updated as they become available from the SEC’s EDGAR system. AI-powered summaries highlight the key points in lengthy documents, helping users quickly understand the implications of items like new debt offerings, credit agreements, executive compensation changes and joint venture arrangements. Users can also review exhibits such as indentures, credit agreements and separation agreements referenced in the filings.
For those interested in governance, compensation or capital structure, CF Industries’ SEC filings offer primary-source information on how the company manages its leadership transitions, financing strategy and contractual obligations. This page is a central resource for analyzing CF’s regulatory disclosures, with AI tools that simplify complex legal and financial language into more accessible insights.
CF Industries Holdings, Inc. submitted a Form 144 notice reporting proposed sales tied to restricted stock lapses. The excerpt lists three restricted stock lapse events: 4,723 shares on 06/17/2025, 2,470 shares on 01/02/2026, and 1,835 shares on 01/03/2026. The issuer's share count is listed as 155,974,644 as of 02/20/2026.
CF Industries Holdings reported strong 2025 results and outlined its 2026 outlook in a presentation tied to its earnings call. Net sales rose to $7,084 million, with net earnings attributable to common stockholders of $1,455 million and adjusted EBITDA of $2,893 million, reflecting healthy margins of 38.5% gross margin.
The company generated free cash flow of $1,789 million and returned $1.7 billion to shareholders via share repurchases and dividends, while ending 2025 with $1,982 million in cash. Capacity utilization reached 97% with a recordable incident rate of 0.26, and free cash flow to adjusted EBITDA conversion was 62%.
Management targets mid‑cycle EBITDA of about $3 billion and free cash flow of about $2 billion by 2030, supported by low‑carbon ammonia projects such as the Blue Point joint venture. For 2026, gross ammonia production is expected to be ~9.5 million tons and total capital expenditures about $1.3 billion, including substantial investment in Blue Point and existing facilities.
CF Industries Holdings, Inc. reported strong full-year 2025 results, with net earnings of $1.46 billion ($8.97 per diluted share), EBITDA of $2.78 billion and adjusted EBITDA of $2.89 billion, up from 2024. Net sales rose to $7.08 billion from $5.94 billion as higher nitrogen prices offset increased natural gas costs.
Fourth-quarter 2025 net earnings were $404 million ($2.59 per diluted share). The company generated $2.75 billion of operating cash flow and $1.79 billion of free cash flow, ending the year with $1.98 billion of cash. It repurchased 16.6 million shares for $1.34 billion, cutting its share count by about 10%.
CF is investing heavily in low-carbon ammonia, including the Blue Point joint venture, with 2025 capital expenditures of $950 million and projected 2026 capex of about $1.3 billion. The company recorded $76 million of asset impairments and expects reduced 2026 ammonia output due to an outage at its Yazoo City complex, with production there not expected to resume until at least the fourth quarter of 2026.
STATE STREET CORPORATION has filed a beneficial ownership report on CF INDUSTRIES HOLDINGS INC common stock. State Street reports beneficial ownership of 7,850,945 shares, representing 5% of the outstanding common stock.
The firm has shared voting power over 5,112,466 shares and shared dispositive power over 7,849,106 shares, with no sole voting or dispositive power. The holdings are certified as acquired and held in the ordinary course of business, not for the purpose of changing or influencing control of CF Industries.
CF Industries Holdings, Inc. filed an initial insider ownership report for executive Erik M. Mayer, who serves as VP, Clean Energy & Business Development. As of January 12, 2026, Mayer beneficially owned 9,357 shares of CF Industries common stock, held in direct ownership.
This Form 3 does not show any recent stock transactions; it simply establishes Mayer's starting ownership position as a company officer for ongoing insider reporting purposes.
CF Industries Holdings, Inc. filed an amended current report to describe the separation and compensation arrangements for its executive vice president and chief financial officer, Gregory D. Cameron. The company and Mr. Cameron mutually agreed that he will leave the company effective February 15, 2026, in a termination without cause that is not related to any disagreement over operations, policies, or practices.
Under a Separation and Release Agreement dated January 12, 2026, Mr. Cameron will receive his current base salary through the separation date and his 2025 annual bonus based on actual 2025 performance, paid on the same schedule as other senior executives. If he signs and does not revoke a release of claims within 21 days after the separation date, he will also receive a lump sum equal to his current base salary, a pro rata 2026 bonus based on actual 2026 performance, and pro rata vesting of outstanding equity awards as if his departure qualified as a Special Retirement. He also agrees to non-disparagement, and to non-compete and non-solicitation restrictions through February 15, 2027.
CF Industries Holdings, Inc. reported that a conditional ownership option related to its Blue Point Number One, LLC joint venture with JERA Co., Inc. and Mitsui & Co., Ltd. has expired and can no longer be used. The joint venture was formed to construct, produce and sell low‑carbon ammonia, with CF Industries holding 40% ownership, JERA 35%, and Mitsui 25%.
Under the original agreement, JERA had an option, subject to a specific condition, to reduce its ownership to as low as 20%, with CF Industries required to increase its stake by the same amount. That option has now lapsed, so the existing ownership structure remains in place without this potential adjustment mechanism.
CF Industries Holdings, Inc. reported insider share transactions by its VP, General Counsel & Secretary, Michael Patrick McGrane. On January 5, 2026, he disposed of 691 shares of common stock at $80.26 per share, leaving him with 18,708 shares directly held afterward. On January 6, 2026, he acquired 6,150 shares of common stock at a stated price of $0 per share, bringing his directly held position to 24,858 shares.
CF Industries Holdings, Inc. senior vice president of manufacturing and distribution Malik Ashraf K reported a disposition of company common stock. On 01/05/2026, 1,042 shares of common stock, par value $0.01 per share, were transferred in a transaction coded "F" at a price of $80.26 per share. After this transaction, Malik Ashraf K beneficially owned 12,930 shares of CF Industries common stock in direct ownership form.
CF Industries Holdings, Inc. director and former President & CEO Will W Anthony reported a disposition of common stock on 01/05/2026. The Form 4 shows an "F" code transaction involving 10,064 shares of common stock, par value $0.01 per share, at a price of $80.26 per share. Following this transaction, Anthony beneficially owned 584,949 shares of CF Industries common stock in direct ownership.