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CF Industries Holdings, Inc.
$116.92 +2.90 (+2.54%) At close · Jul 10
Market Cap
$17.52B
Shares
153,629,274

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$116.92 Open$114.88 Day$113.32–116.98 52W$75.02–141.96 Avg vol 30d2.7M Short int10.3M · 6.7% float · 3.4d Short vol67% Last earningsMay 6, 2026 DataJan 2020–Jul 2026 Filing10-Q · May 7
Up next
Next earnings call
Aug 5, 2026 Est · unconfirmed · in 4 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 7, 2026
AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Equibles Rating blended score · not investment advice
      Overall
      Strong Buy
      SellHoldBuy
      Technical Buy Momentum Very Strong Sentiment Bullish Fundamentals Excellent Quant / Vol Moderate
      Market backdrop VIX 15 · calm Equity put/call 0.55
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +16%
      above
      Price vs 50-day avg +2%
      above
      RSI (14) 60
      neutral
      MACD trend Positive
      52-week position 63%
      mid-range
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Very Strong
      1-month return +7%
      trailing
      6-month return +36%
      trailing
      YTD return +52%
      this year
      Relative strength +27%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bullish
      Trend (MA cross) No cross
      50d $115 › 200d $101 — 50d above 200d
      Institutional flow Accumulating
      34 of 928 funds reported for Jun 30 · net +218.2K sh shares · +7 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      6.68% of float · ▼ -1.8% MoM · 3.4 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      928 holders — near 3-yr high, broad support
      Squeeze score 61
      elevated · 0–100
      Fundamentals
      Excellent
      Revenue growth +19%
      Y/Y
      Gross margin 38%
      expanding
      EPS growth +33%
      Y/Y
      Free cash flow $1.8B
      Valuation P/E 10.3
      below peers
      Buyback $80.0M
      remaining
      Balance sheet $2.9B
      net debt
      Quant / Vol
      risk profile
      Moderate
      Volatility 42%
      annualized · 1-yr
      Max drawdown −26%
      past year
      ATR 3.5%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record
      Latest guidance · from the 8-K filed May 6, 2026
      2026
      Blue Point joint venture total capital expenditures Initiated $600M
      Blue Point common facilities capital expenditures Initiated $150M
      Capitalized interest Initiated $40M
      full year 2026
      Capital expenditures for CF Industries excluding portion funded Initiated $950M

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Buy
      0 · 4 · 3
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +16% Bullish
      Price vs 50-day avg
      +2% Bullish
      RSI (14)
      60 Neutral
      MACD trend
      Positive Bullish
      52-week position
      63% Neutral
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Bullish · 3 of 6
      Trend (MA cross) No cross
      50d $115 › 200d $101 — 50d above 200d
      Institutional flow Accumulating
      34 of 928 funds reported for Jun 30 · net +218.2K sh shares · +7 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      6.68% of float · ▼ -1.8% MoM · 3.4 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      928 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      52-wk low $75 Now $117 · 63% 52-wk high $142
      vs 200-day avg +16% vs 50-day avg +2%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Remaining authorization under share repurchase program $1.7B as of March 31, 2026
      Shares repurchased during the quarter 155,000 first quarter 2026
      trailing twelve-month free cash flow $1.65B Q1 2026 call
      trailing twelve-month recordable incident rate 0.16 Q1 2026 call
      Capital expenditures $950M full year 2025
      EBITDA $2.78B full year 2025
      Free cash flow non-GAAP $1.79B full year 2025
      Gross ammonia production 10.1M full year 2025

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Agricultural Inputs — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      CF
      CF Industries Holdings, Inc.
      this stock
      $17.52B +52.0% +19.3% 10.3 6.7%
      CTVA
      Corteva, Inc.
      $56.09B +28.1% +2.9% 48.8 2.8%
      NTR
      Nutrien Ltd.
      $31.41B +6.8% 2.1%
      YARIY
      Yara International ASA
      $11.57B +11.8% 0.0%
      MOS
      Mosaic Co
      $6.76B -10.0% -28.4% 151.9 9.3%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      930
      % held
      98.3%
      Reported
      34 of 928
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      784
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      10.3M
      Days to cover
      3.4d
      Change
      -188.7K sh
      View
      Short Volume
      Short vol %
      67%
      As of
      Jul 10, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      28
      Value
      $3.3K
      As of
      May 27, 2026
      View
      Off-Exchange
      Off-exchange %
      44.8%
      Week of
      Jun 15, 2026
      Off-exch Lit
      View
      Smart Money
      Congressional Trades Buy
      Member
      Gilbert Cisneros
      Amount
      $1.0K–$15.0K
      Traded
      Jan 9, 2026
      View
      Financials
      Financials
      Revenue (FY)
      $7.1B
      Net income (FY)
      $1.5B
      EPS diluted
      $8.97
      View
      Buybacks
      Authorized · 2 programs
      $5.0B
      Remaining
      $80.0M
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      10-Q
      Filed
      May 7, 2026
      This year
      13
      View
      Proposed Sales
      Value
      $401.3K
      Shares
      3.3K
      Filed
      May 22, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      May 6, 2026
      View
      Investor Relations
      Latest news
      CF Industries Holdings, Inc. Anno…
      Published
      Jul 8, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      CF +5.8% +7.0% +35.7% +8.0% +52.0%
      SPY +1.4% +4.1% +9.1% +1.1% +10.7%
      vs SPY +4.4% +2.9% +26.7% +6.9% +41.3%

      Capital returns

      Latest dividend
      $0.50 / share · ex May 15, 2026
      Paid (TTM)
      $2.00 / share · 4 payouts
      Dividend yield (TTM, derived)
      1.71%
      Buyback programs · 2 active · as of Mar 31, 2023
      Authorized (total)
      $5.00B
      Spent (derived)
      $4.92B
      Remaining
      $80.00M
      Spent Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1324404 CUSIP 125269100 13F (30d) 57 filings 34 filers Visit website Investor relations