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

676 Followers

UAN Stock Chart & Stats

$123.06
-$3.01(-2.45%)
At close: 4:00 PM EDT
$123.06
-$3.01(-2.45%)

Bulls Say, Bears Say

Bulls Say
Strong Cash GenerationTrailing‑12‑month operating cash flow and free cash flow are robust, with OCF covering net income ~1.72x. That durable cash conversion supports distributions, funds maintenance and growth projects from reserves, and provides a buffer through cyclical downturns.
High Operational Reliability And Modest Capacity AddVery high plant utilization demonstrates operational execution and lowers per‑unit fixed costs. The planned brownfield expansion within the turnaround is a structural capacity increase, improving long‑term throughput and revenue potential while turnarounds support sustained uptime.
Proactive Capital Plan And Low‑carbon PositioningManagement is prioritizing funding growth from cash reserves and keeping liquidity, reducing dilution risk. Feedstock diversification and low‑carbon certification position products for premium markets and lower input risk once projects complete, improving durable competitiveness.
Bears Say
High LeverageLeverage materially amplifies returns in good cycles but constrains flexibility if fertilizer prices or volumes fall. Above‑average financial risk limits ability to absorb shocks, could force reduced distributions or deferred projects if a sustained downturn occurs.
Cyclical, Volatile RevenueThe business is structurally exposed to seasonal planting cycles and global supply/price swings. That persistent volatility makes cash flows and distributions less predictable and increases risk to margins and capital planning over 2–6 month horizons.
Feedstock And Operating Cost ExposureMargins depend heavily on energy/feedstock and rising OPEX directly reduces free cash flow. Until feedstock diversification is completed, input cost volatility and rising maintenance/energy expense can compress margins and limit capital/distribution flexibility.

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 $1.29B.
      When is CVR Partners LP’s upcoming earnings report date?
      CVR Partners LP’s upcoming earnings report date is Nov 02, 2026 which is in 94 days.
        How were CVR Partners LP’s earnings last quarter?
        CVR Partners LP released its earnings results on Jul 29, 2026. The company reported $7.332 earnings per share for the quarter, missing the consensus estimate of N/A by N/A.
          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 10.02%. 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 $7.332 in its last earnings report, missing expectations of N/A. Following the earnings report the stock price went same N/A.
                  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

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    Overall the call conveyed a predominantly positive operational and financial picture — strong Q2 results, high ammonia utilization (99%), meaningful price gains YoY, a large distribution ($6.08/unit), solid liquidity, and active low-carbon and feedstock diversification projects. Near-term headwinds include slightly lower sales volumes, higher operating costs, and a scheduled turnaround reducing Q3 utilization (estimated 75–80%) with associated $30–35M in turnaround costs, plus continued geopolitical and market uncertainty. Management is funding growth from reserves and remains cautious on M&A, striking a balance between investment and capital preservation.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%0.11%97.25%
                    0.11% Other Institutional Investors
                    97.25% Public Companies and
                    Individual Investors
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