DEFA14A ·Filed Mar 17, 2026

CF

CF Industries Holdings, Inc.
NEUTRAL
Impact 3/10
Horizonimmediate Processed6mo ago SEC0001104659-26-029489
Proxy solicitation materials
Actionable Insight • Neutral

This is a routine annual meeting with no material changes or unexpected events. Shareholders should review the proxy materials and vote on the proposals, but there are no significant developments that would impact the stock price or company operations.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d ⚠ clustered
CF ▼ -15.67% at T+60d
NEUTRAL call ✗ call lost -15.67% · α vs SPY -27.20% · entry $126.37 → $106.56
Entry anchored
Mar 17, 03:59 PM ET
via exchange tick
T+1d
-0.64%
call -0.64% · α -0.37%
$125.56
settled 7mo ago
T+5d
+1.38%
call +1.38% · α +2.09%
$128.11
settled 6mo ago
T+20d
-1.33%
call -1.33% · α -7.38%
$124.69
settled 6mo ago
T+60d
-15.67%
call -15.67% · α -27.20%
$106.56
settled 4mo ago

Price Chart

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Executive Summary

CF Industries Holdings, Inc. is holding its 2026 Annual Meeting of Shareholders, where shareholders will vote on the election of 11 director nominees, the advisory approval of executive compensation, the ratification of KPMG LLP as the independent auditor, and a shareholder proposal regarding golden parachutes. The filing is a definitive proxy statement filed by the company itself.

Key Facts

  • CF Industries is holding its 2026 Annual Meeting of Shareholders.
  • Shareholders will vote on the election of 11 director nominees.
  • Shareholders will vote on the advisory approval of executive compensation.
  • Shareholders will vote on the ratification of KPMG LLP as the independent auditor.
  • Shareholders will vote on a shareholder proposal regarding golden parachutes.
  • The filing is a definitive proxy statement filed by the company.

Financial Impact

No immediate financial impact.

Market Snapshot

Exchange
NYSE

Investment Themes

Materials & Mining

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001104659-26-029489
Document: 0001104659-26-029489-index-headers.html0001104659-26-029489
Document: 0001104659-26-029489-index.html0001104659-26-029489
Document: 0001104659-26-029489.txt0001104659-26-029489
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 29m)

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