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CVR Partners LP (UAN)
NYSE:UAN
US Market

CVR Partners (UAN) Price & Analysis

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UAN Stock Chart & Stats

$95.26
-$0.56(-0.74%)
At close: 4:00 PM EST
$95.26
-$0.56(-0.74%)

Bulls Say, Bears Say

Bulls Say
Cash GenerationConsistent operating cash flow and positive free cash flow across 2021–2025 provide durable internal funding for maintenance, growth capex and distributions. Even with stepped-down FCF in 2025, the track record supports financing debottlenecking and reliability projects without immediate reliance on market financing.
Scale And Asset BaseLarge, integrated ammonia and UAN plants give CVR Partners structural supply capability in U.S. Midwest and export markets. Scale supports customer relationships, distribution deals and export opportunity capture when global inventories tighten, underpinning long-term market position and bargaining power with distributors.
Focused Capex And Operational LeadershipTargeted 2026 capex for debottlenecks, feedstock diversification and reliability directly addresses utilization and margin drivers. Funding from cash reserves and a recent COO appointment (operational experience) signal management is prioritizing durable capacity and reliability improvements to sustain utilization above 95% long term.
Bears Say
Elevated LeverageAbove-average leverage for a cyclical fertilizer business limits financial flexibility and raises refinancing and covenant risk during commodity downturns. High net debt relative to equity constrains the company's ability to pursue larger growth projects or absorb prolonged weak pricing without pressuring liquidity or distributions.
Revenue And Margin ErosionSustained revenue declines and sharp margin compression materially reduce structural earnings power and free cash generation. Weaker pricing and margin normalization versus cycle highs mean the business has less cushion to fund capex, service debt and maintain distributions if fertilizer prices or volumes weaken further.
Operational Reliability RiskRepeated or third‑party-related plant outages materially reduce sales volumes and raise direct operating costs, as seen in Q4. Operational execution and service-provider dependence create ongoing downside to utilization targets and cash flow, undermining the benefits of capex unless reliability is demonstrably improved.

CVR Partners News

UAN FAQ

What was CVR Partners LP’s price range in the past 12 months?
CVR Partners LP lowest stock price was $63.45 and its highest was $119.90 in the past 12 months.
    What is CVR Partners LP’s market cap?
    CVR Partners LP’s market cap is $1.12B.
      When is CVR Partners LP’s upcoming earnings report date?
      CVR Partners LP’s upcoming earnings report date is May 04, 2026 which is in 61 days.
        How were CVR Partners LP’s earnings last quarter?
        CVR Partners LP released its earnings results on Feb 18, 2026. The company reported -$0.97 earnings per share for the quarter, missing the consensus estimate of N/A by -$0.97.
          Is CVR Partners LP overvalued?
          According to Wall Street analysts CVR Partners LP’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does CVR Partners LP pay dividends?
            CVR Partners LP pays a Quarterly dividend of $4.02 which represents an annual dividend yield of 12.33%. See more information on CVR Partners LP dividends here
              What is CVR Partners LP’s EPS estimate?
              CVR Partners LP’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does CVR Partners LP have?
              CVR Partners LP has 10,569,637 shares outstanding.
                What happened to CVR Partners LP’s price movement after its last earnings report?
                CVR Partners LP reported an EPS of -$0.97 in its last earnings report, missing expectations of N/A. Following the earnings report the stock price went down -0.463%.
                  Which hedge fund is a major shareholder of CVR Partners LP?
                  Currently, no hedge funds are holding shares in UAN
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    CVR Partners LP

                    CVR Partners, LP, together with its subsidiaries, engages in the production and sale of nitrogen fertilizer products in the United States. The company offers ammonia products for agricultural and industrial customers; and urea and ammonium nitrate products to agricultural customers, as well as retailers and distributors. CVR GP, LLC serves as the general partner of the company. CVR Partners, LP was incorporated in 2007 and is headquartered in Sugar Land, Texas.

                    CVR Partners (UAN) Earnings & Revenues

                    UAN Earnings Call

                    Q4 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    Mixed but stable: the company delivered solid full-year financial results (EBITDA $211M, net income $99M) and maintained liquidity and a Q4 distribution, supported by strong fertilizer pricing (UAN +55% YoY, ammonia +32% YoY). However, the quarter was materially impacted by operational disruption at Coffeyville (extended downtime and start-up issues), resulting in a Q4 net loss, lower sales volumes, and higher direct operating costs including $14M of turnaround expenses. Management provided constructive 2026 guidance (higher utilization, capex plan, and projects to improve reliability and feedstock flexibility) and highlighted favorable market demand and export opportunities, but operational execution and third-party service provider risks remain near-term concerns.View all UAN earnings summaries

                    UAN Revenue Breakdown

                    63.31%63.31%23.63%6.18%4.22%2.67%
                    63.31% UAN
                    23.63% Ammonia
                    6.18% Freight revenue
                    4.22% Urea products
                    2.67% Other
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                    Ownership Overview

                    39.69%0.50%2.88%56.59%
                    39.69% Insiders
                    2.88% Other Institutional Investors
                    56.59% Public Companies and
                    Individual Investors

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