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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
Consistent Cash GenerationCVR Partners has generated positive free cash flow annually since 2021, providing recurring internal funding for maintenance, growth capex, and distributions. Persistent cash conversion cushions the partnership through cyclical fertilizer pricing, supporting capital allocation and distribution policies over the next several quarters.
Favorable Structural Market DemandStructural tightness in global nitrogen inventories, strong US planting acres, and high European gas prices create durable export and pricing tailwinds for U.S. nitrogen producers. For CVR, sustained demand and geographic arbitrage can support higher realized selling prices and margin resilience over a multi‑quarter horizon.
Stronger Operational Leadership And Targeted CapexHiring an experienced COO and allocating meaningful growth and maintenance capital to debottlenecks, feedstock flexibility and ammonia expansion are durable improvements. These moves should raise utilization, reduce third‑party dependencies, and improve long‑term production reliability and margin sustainability if executed as planned.
Bears Say
Revenue Decline And Margin CompressionThree straight years of revenue decline and a sharp gross margin contraction indicate weakened pricing power or volume erosion versus prior cyclical highs. Persistently lower top‑line and compressed margins reduce recurring earnings power, free cash flow and the cushion for distributions across the next several quarters.
Elevated Leverage For A Cyclical BusinessAbove‑average debt levels versus equity increase financial vulnerability in a cyclical commodity business. Elevated leverage limits flexibility for additional investment, raises interest and refinancing risk, and makes earnings and distributions more sensitive to commodity or operational shocks over the medium term.
Operational Reliability And Third‑party RiskDependence on a third‑party air separation unit and contractor performance has led to extended downtime, lost volumes and higher operating costs. These structural operational risks can recur and materially impair production, margins and cash flow, undermining distribution sustainability until reliability and contractual terms are substantially 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 $139.50 in the past 12 months.
    What is CVR Partners LP’s market cap?
    CVR Partners LP’s market cap is $1.35B.
      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 41 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%42.81%15.34%
                    39.69% Insiders
                    42.81% Other Institutional Investors
                    15.34% Public Companies and
                    Individual Investors

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