CF · 8-K · 20260805PR091275
Capital Return Program
CF Industries Holdings, Inc. · 2026-08-05 · Importance 73 · Surprise 66 · No source text
CF Industries returned $302 million to shareholders in the second quarter of 2026 through share repurchases and dividends. The company repurchased approximately 2 million shares for $225 million during the quarter. CF declared a quarterly dividend of $0.60 per common share in July 2026, representing a 20% increase over the prior quarterly dividend. The company had $1.5 billion remaining under its current $2 billion share-repurchase authorization as of June 30, 2026, with authorization running through 2029; trailing-twelve-month capital returned reached $1.3 billion.
Key facts
- As of June 30, 2026, remaining in current $2B share repurchase authorization: $1.5B source
- Declared quarterly dividend of $0.60 per share in July, a 20% increase over prior quarterly dividend source
- Q2 2026 LTM Capital Returned to Shareholders: $1.3B source
- Repurchased ~2 million shares for $225 million in Q2 2026 source
- Q2 2026 returned $302 million to shareholders through share repurchases and dividends source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| cash | negative | realized | -58.5% | Q2 2026 LTM Capital Returned to Shareholders: $1.3B |
| liability | negative | committed | — | Declared quarterly dividend of $0.60 per share in July, a 20% increase over prior quarterly dividend |