CF Industries Holdings, Inc. submitted a Form 144 notifying the proposed sale of 5,102 common shares associated with restricted stock lapses. The filings list 1,711 shares from 01/02/2026 and 3,391 shares from 01/03/2026, executed through Charles Schwab & Co., Inc..
Shares outstanding are shown as 153,668,821 as of 03/02/2026.
CF Industries Holdings, Inc. submitted a Form 144 notice reporting proposed sales tied to restricted stock lapses. The filing lists 623 shares associated with a 01/03/2025 restricted stock lapse and 377 shares associated with a 01/04/2025 restricted stock lapse. The brokerage firm named is Charles Schwab & Co., Inc..
CF Industries Holdings EVP and Chief Administrative Officer Susan L. Menzel sold common shares in an open-market transaction. On February 26, 2026, she sold 3,215 shares of CF common stock at a weighted average price of $97.0012 per share. After this sale, she directly owned 87,861 shares of CF common stock. The shares were sold in multiple trades at prices ranging from $97.0000 to $97.0100.
CF Industries Holdings, Inc. reported Section 144 sale notices covering lapses of previously granted equity awards. The filing lists a performance award lapse of 4,000 shares on 02/29/2024 and two restricted stock lapses of 1,024 shares on 01/03/2025 and 596 shares on 01/04/2025. The notice identifies Charles Schwab & Co., Inc. and shows shares outstanding 153,668,821 as of 02/27/2026.
CF Industries Holdings, Inc. is a major North American nitrogen producer focused on ammonia, urea, UAN and ammonium nitrate, with about 19.1 million product tons sold in 2025 and $7.08 billion in net sales. Gross margin was $2.72 billion.
The company is investing heavily in low‑carbon ammonia. A carbon capture project at Donaldsonville costing about $200 million enables up to 2 million metric tons of CO2 sequestration and about 1.9 million tons of low‑carbon ammonia annually. A Yazoo City CCS project of roughly $100 million is expected to start in 2028.
The Blue Point joint venture with JERA and Mitsui will build a low‑carbon autothermal reforming ammonia plant in Louisiana, estimated at $3.7 billion with nameplate capacity of about 1.4 million metric tons and capture of more than 95% of CO2. CF owns 40% and will also invest about $550 million in site infrastructure.
Key risks include industry cyclicality, dependence on natural gas, intense global competition, evolving greenhouse‑gas regulations, and operational issues such as a 2025 incident at the Yazoo City facility that has idled production there until at least the fourth quarter of 2026.
CF Industries Holdings, Inc. director and former President & CEO Will W. Anthony reported an open-market sale of 111,890 shares of common stock. The shares were sold at a weighted average price of $100.2486 per share in multiple transactions.
According to the disclosure, the sale prices ranged from $100.00 to $100.70 per share. After this sale, Anthony directly owned 473,059 shares of CF Industries common stock.
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.