8-K ·Filed May 5, 2026

CF

CF Industries Holdings, Inc.
NEUTRAL
Impact 2/10
Horizonimmediate Processed4mo ago SEC0001104659-26-055680
8-K context-dependent: Items 5.02, 7.01
Actionable Insight • Neutral

This is a routine CFO appointment with no immediate trading implications. Monitor the next earnings call for any strategic commentary the new CFO may bring.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d
CF ▲ +5.42% at T+60d
NEUTRAL call ✓ call won +5.42% · α vs SPY +4.35% · entry $119.31 → $125.77
Entry anchored
May 5, 2026
via day open
T+1d
-0.80%
call -0.80% · α -0.47%
$118.35
settled 5mo ago
T+5d
+9.29%
call +9.29% · α +8.16%
$130.39
settled 5mo ago
T+20d
-2.27%
call -2.27% · α -5.05%
$116.60
settled 4mo ago
T+60d
+5.42%
call +5.42% · α +4.35%
$125.77
settled 2mo ago

Price Chart

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Executive Summary

CF Industries announced the appointment of Andrew T. Scribner as Executive Vice President and Chief Financial Officer, effective May 26, 2026. Mr. Scribner previously served at Kimberly-Clark and Gap Inc. This is a routine management change with no material financial impact.

Key Facts

  • Andrew T. Scribner appointed EVP and CFO, effective May 26, 2026.
  • Mr. Scribner joins from Kimberly-Clark, where he was VP, Global Controller and Head of Corporate Finance.
  • Compensation includes $140,000 sign-on, $675,000 base salary, 80% target bonus, and $2M long-term equity award.
  • Standard change-in-control agreement with two-times salary plus benefits upon qualifying termination.

Financial Impact

Standard executive compensation package; no material financial impact to company.

Risk Factors

  • No identifiable risks from this filing; the hire appears standard.

Market Snapshot

Exchange
NYSE
Sector
Agricultural Chemicals
Analyst Consensus
13% bullish (30 analysts)

Investment Themes

Materials & Mining

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-055680
Document: tm2613451d2_ex99-1.htm0001104659-26-055680
Document: 0001104659-26-055680-index-headers.html0001104659-26-055680
Document: 0001104659-26-055680-index.html0001104659-26-055680
Document: 0001104659-26-055680.txt0001104659-26-055680
14 reports for CF
Performance horizon
43% Hit rate 3 of 7 directional calls best @ T+20▲ +18.06%Aug 5, 2026
Filters
Rows
Reports for CF — sortable, filterable
TypeNow
Sep 3, 2026
28d ago
8-K
NEUTRAL ★ 2/10
$133.35 $131.24▼ −1.58%▼ −0.37%$115.05 (−13.72%)
Aug 5, 2026
8w ago
8-K
BULLISH ★ 7/10
$116.73 $117.05▲ +0.27%▼ −0.94%$115.05 (−1.44%)
May 22, 2026
18w ago
144
NEUTRAL ★ 2/10
$119.14 $113.33▼ −4.88%▼ −6.09%$115.05 (−3.43%)
May 6, 2026
21w ago
8-K
BULLISH ★ 8/10
$118.35 $125.50▲ +6.04%▲ +4.54%$115.05 (−2.79%)
May 6, 2026
21w ago
8-K
BULLISH ★ 7/10
$118.35 $125.50▲ +6.04%▲ +4.54%$115.05 (−2.79%)
May 5, 2026
21w ago
8-K
NEUTRAL ★ 2/10
$119.31 $130.39▲ +9.29%▲ +8.16%$115.05 (−3.57%)
Mar 17, 2026
28w ago
DEFA14A
NEUTRAL ★ 3/10
$126.37 $128.11▲ +1.38%▲ +2.09%$115.05 (−8.96%)
Mar 12, 2026
29w ago
Insider Cluster
NEUTRAL ★ 4/10
$135.99 $125.56▼ −7.67%▼ −6.69%$115.05 (−15.40%)
Mar 5, 2026
30w ago
Insider Cluster
BEARISH ★ 6/10
$110.70 $136.00▼ −22.86%▼ −25.10%$115.05 (−3.93%)
Feb 27, 2026
31w ago
Insider Cluster
BEARISH ★ 6/10
$99.53 $115.78▼ −16.33%▼ −18.31%$115.05 (−15.60%)
Showing 10 of 14

US Market Status

Market Closed — Opens Mon (65h 28m)

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