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

669 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
Strong Cash GenerationConsistent trailing-twelve-month operating cash flow (~$170M) and meaningful free cash flow (~$112M) provide durable internal liquidity to fund maintenance capex, brownfield growth, and distributions without immediate reliance on capital markets, supporting multi-quarter execution and financial flexibility.
High Ammonia Utilization And Capacity ProjectsSustained ammonia utilization above nameplate (103% in Q1) plus advancing brownfield debottlenecking (targeting ~7% added ammonia capacity) indicate durable operational execution and incremental low‑risk growth that improves fixed-cost absorption and long-term production optionality.
Robust Margins And ProfitabilityHigh trailing EBITDA (~40%) and solid net margins (~16%) reflect structurally strong cash economics of the partnership's nitrogen product mix, enabling distribution capacity and reinvestment even when volumes fluctuate, provided feedstock and energy inputs remain manageable.
Bears Say
High Financial LeverageA debt-to-equity ratio near 2.23 leaves the partnership exposed to downside across the fertilizer cycle; elevated leverage increases sensitivity to profit compressions or prolonged weak prices, constraining capital allocation flexibility and raising refinancing or covenant risks over the medium term.
Cyclical Revenue And Earnings VolatilityRevenue and earnings have shown material multi-year swings tied to global supply/demand and crop economics, meaning the partnership's cash flows and distributions can vary significantly across seasons and macro shocks, making sustainable payout planning and long-term forecasting more uncertain.
Rising Operating Costs And Outage RiskHigher direct operating expenses (≈$9M YoY excluding inventory) driven by energy and maintenance, combined with planned and unplanned outages that reduced UAN volumes, highlight persistent execution and input-cost risks that can erode margins and cash generation through multiple quarters if incidents or cost pressure persist.

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 $79.28 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 $1.42B.
      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 89 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 $4.02 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 $4.72 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went down -3.347%.
                  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

                    CVR Partners Stock Smart Score

                    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

                    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%0.50%1.07%96.54%
                    1.07% Other Institutional Investors
                    96.54% Public Companies and
                    Individual Investors

                    Options Prices

                    Currently, No data available
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