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CVR Partners LP (UAN)
NYSE:UAN
US Market
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CVR Partners (UAN) Price & Analysis

674 Followers

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 positive operating cash flow and sizable free cash flow provide durable internal funding for maintenance, brownfield growth and distributions. Strong cash generation reduces reliance on external financing and supports funding multi-year reliability and capacity projects.
Operating Reliability And UtilizationSustained high utilization (103% in Q1 and a management target >95%) lowers unit costs and boosts margins over cycles. Reliable operations increase throughput and make brownfield expansions more accretive, improving long-term margin sustainability and resilience to short-term disruptions.
Management Continuity And IncentivesAn internally promoted CEO and continuity in financial leadership preserve institutional knowledge and execution discipline. Compensation tied to long-term incentives and transaction milestones aligns management with strategic value creation and supports disciplined capital allocation over multiple years.
Bears Say
High LeverageElevated leverage increases financial vulnerability during weaker fertilizer pricing and amplifies downside risk. High debt burdens reduce flexibility for opportunistic investments, raise interest exposure and can force conservative capital policies or distribution variability in adverse cycles.
Feedstock And Energy ExposureProfitability is structurally exposed to natural gas and power cost swings. Prolonged international energy-price divergence or sustained gas supply tightness can compress margins for extended periods, making profits and cash generation vulnerable to macro energy dynamics.
Cyclical Revenue And Cash-flow VolatilitySignificant multi-year swings in revenue and margins reflect dependency on planting cycles, global supply and commodity prices. This structural cyclicality creates persistent earnings and free cash flow variability, complicating distribution predictability and long-term planning.

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 $84.13 and its highest was $139.50 in the past 12 months.
    What is CVR Partners LP’s market cap?
    CVR Partners LP’s market cap is $1.20B.
      When is CVR Partners LP’s upcoming earnings report date?
      CVR Partners LP’s upcoming earnings report date is Aug 03, 2026 which is in 26 days.
        How were CVR Partners LP’s earnings last quarter?
        CVR Partners LP released its earnings results on Apr 29, 2026. The company reported $4.72 earnings per share for the quarter, beating the consensus estimate of N/A by $4.72.
          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 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 $4.72 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went down -3.346%.
                  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

                    Operating alongside its subsidiaries, CVR Partners, LP focuses on the production and distribution of nitrogen fertilizers across the United States. The company supplies ammonia to both agricultural and industrial clients. Furthermore, it provides urea and ammonium nitrate primarily to agricultural customers, as well as to retailers and distributors. CVR GP, LLC acts as the general partner for the organization. CVR Partners, LP was established in 2007 and is based in Sugar Land, Texas.

                    CVR Partners (UAN) Earnings & Revenues

                    UAN Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call highlights a strong quarter driven by higher realized prices (UAN +34%, ammonia +24%), robust profitability (net income $50M, EBITDA $78M), very high ammonia utilization (103%), a $4.00/unit distribution, healthy liquidity ($178M) and clear execution on brownfield and feedstock diversification projects to support future capacity and reliability. Offsetting these positives are modest declines in total sales volumes due to East Dubuque outages, higher direct operating costs (≈$9M increase YoY excluding inventory), geopolitical-driven global supply tightness and energy-price divergence that introduce market uncertainty and potential cost pressures. Management is conservatively reserving capital while funding growth from cash reserves, which may temper near-term distributable cash but supports long-term reliability and capacity gains.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

                    0.29%0.48%43.01%54.45%
                    43.01% Other Institutional Investors
                    54.45% Public Companies and
                    Individual Investors

                    Options Prices

                    Currently, No data available
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