CF Industries Holdings, Inc.

CF Industries Holdings, Inc.

Basic Materials

NYSE:CF · New York Stock Exchange

Market Cap $15.81B Beta 0.38 P/E (TTM) 9.0
$102.93 -2.68%

-$2.84 today

52W Low $75.42High $141.96

Vol 2.78M · Avg 3.87M

EPS (TTM) $11.40 Div Yield 1.94%Agricultural Inputs

Management

Put operating results in leadership context

Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.

Return Metrics

ROE, ROIC & ROA over time

Management
Older years hidden. Sign in to unlock

ROE

30.1%

avg 21.2%

ROIC

14.3%

avg 10.0%

ROA

10.3%

avg 7.1%

Analysis

ROE is currently the strongest return metric at 30.1% versus its period average of 21.2%. 3 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.

Management

Key executives, compensation & ownership

Management
NameTitleCompensationTenureAgeShares OwnedOwnership %

Christopher D. Bohn

President, Chief Executive Officer & Director$3.20M58$212,017.000.14%

Bert A. Frost

Executive Vice President & Chief Commercial Officer$2.21M61$69,472.000.05%

Susan L. Menzel

Executive Vice President & Chief Administrative Officer$2.00M61$23,429.170.02%

Michael McGrane

Senior Vice President, Gen. Counsel & Sec.$1.60M52$27,336.000.02%

Andrew T. Scribner

Executive Vice President & Chief Financial Officer$1.25M47$0.00<0.01%

Trevor Williams

Senior Vice President of Manufacturing and Distribution$1.18M$4,184.00<0.01%

Richard A. Hoker

VP, Corporate Controller & Chief Accounting Officer$731,511.0061$31,036.000.02%

Erik Mayer

VP of Clean Energy & Business Development45$6,341.00<0.01%

Martin A. Jarosick

Vice President of Treasury & Investor Relations

Darla Rivera

Director of Investor Relations

Julie Scheck Freigang

Vice President & Chief Information Officer58

Linda Dempsey

Vice President of Public Affairs62$17,547.000.01%

Insider Trading

SEC Form 4 transactions — last 12 months

Management

Buys

0

$0.00

Sells

36

$72.18M

Net Sentiment

$72.18M

Net selling

Most Active

Will W Anthony

13 transactions

DateInsiderTypeSharesPriceValue
Mar 17, 2026

Mayer Erik M.

Direct

Sell1.5K$124.69$187,035.00
Mar 17, 2026

Hoker Richard A

Indirect

Sell3.5K$125.38$438,704.97
Mar 17, 2026

Frost Bert A

Direct

Sell6.0K$126.00$756,000.00
Mar 13, 2026

Will W Anthony

Direct

Sell32.7K$130.62$4,265,810.82
Mar 13, 2026

Will W Anthony

Direct

Sell20.4K$131.17$2,671,758.14
Mar 12, 2026

Menzel Susan L

Direct

Sell18.0K$136.06$2,454,712.58
Mar 12, 2026

Frost Bert A

Direct

Sell6.3K$136.69$854,315.62
Mar 11, 2026

Will W Anthony

Direct

Sell28.6K$118.64$3,396,055.69
Mar 9, 2026

Frost Bert A

Direct

Sell5.5K$116.21$643,106.14
Mar 6, 2026

McGrane Michael Patrick

Direct

Sell3.7K$116.50$427,089.00

1–10 of 36

Analysis

Insiders reported 0 buys worth $0.00 and 36 sells worth $72.18M over the last 12 months. That adds up to net selling of $72.18M. Will W Anthony was the most active insider with 13 transactions.

Growth Analysis

Historical CAGR & forward analyst estimates

Metric 10yr 5yr3yr Fwd Est.
EPSN/AN/A-19.7%
+6.3% (15yr)2 analysts
RevenueN/AN/A-11.0%
+2.7% (15yr)13 analysts
Net IncomeN/AN/A-27.7%
+3.6% (15yr)13 analysts
EBITN/AN/A-17.9%
+2.1% (15yr)13 analysts

Analysis

Recent growth has been strongest in Revenue at -11.0% over three years. Forward estimates point to EPS at +6.3% (15yr), giving you a quick check on whether expectations are accelerating or cooling.

Who manages CF?

CF Industries Holdings, Inc. (CF) lists 12 active executives. The top listed executive is Bert A. Frost, Executive Vice President & Chief Commercial Officer.

Are CF insiders buying or selling?

Recent insider activity shows net selling of $95.49M.

Explore More

Continue the stock analysis

Jump to another research area for this company.