CVR PartnersUAN
UAN
About: CVR Partners LP is a manufacturer and supplier of nitrogen fertilizer products. Its principal products include Urea Ammonium Nitrate (UAN) and ammonia. The company market ammonia products to industrial and agricultural customers and UAN products to agricultural customers. The primary geographic markets for its fertilizer products are Kansas, Missouri, Nebraska, Iowa, Illinois, Colorado, and Texas. The company's product sales are heavily weighted toward UAN.
Employees: 316
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
115% more call options, than puts
Call options by funds: $9.26M | Put options by funds: $4.31M
50% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 12
1.61% more ownership
Funds ownership: 44.59% [Q4 2024] → 46.2% (+1.61%) [Q1 2025]
3% more capital invested
Capital invested by funds: $358M [Q4 2024] → $367M (+$9.07M) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
7% less funds holding
Funds holding: 56 [Q4 2024] → 52 (-4) [Q1 2025]
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
Research analyst outlook
We haven’t received any recent analyst ratings for UAN.
Financial journalist opinion
Positive
Seeking Alpha
1 week ago
CVR Partners Has Become The Bargain To Own In The Fertilizer Industry
CVR Partners offers an attractive 8.6% dividend yield, supported by strong free cash flow and efficient operations at its two diversified production facilities. The company benefits from competitive feedstock flexibility, protecting margins against energy price volatility, and has rebounded to strong gross margins and ROE. Risks include volatile fertilizer prices, dependence on Midwest agricultural activity, and potential regulatory and energy cost pressures impacting future distributions.
Positive
Seeking Alpha
1 month ago
CVR Partners: Cyclical Tailwinds Could Produce Double Digit Yield In 2025
CVR Partners' variable distribution structure results in a high yield for investors willing to hold it through the cycle. Fertilizer market strength in 2025, including strong UAN and ammonia prices, could result in a double-digit yield this year. Improved operational reliability and capacity projects position CVRP for stronger future performance at any point in the cycle.
Neutral
Seeking Alpha
1 month ago
CVR Partners, LP Common Units (UAN) Q1 2025 Earnings Call Transcript
CVR Partners, LP Common Units (NYSE:UAN ) Q1 2025 Earnings Call April 29, 2025 11:00 AM ET Company Participants Richard Roberts - Investor Relations Mark Pytosh - Chief Executive Officer Dane Neumann - Chief Financial Officer Conference Call Participants Rob McGuire - Granite Research Operator Greetings and welcome to the CVR Partners First Quarter 2025 Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.
Neutral
GlobeNewsWire
1 month ago
CVR Partners Reports First Quarter 2025 Results
SUGAR LAND, Texas, April 28, 2025 (GLOBE NEWSWIRE) -- CVR Partners, LP (NYSE: UAN, “CVR Partners” or the “Partnership”), a manufacturer of ammonia and urea ammonium nitrate (“UAN”) solution fertilizer products, today announced net income of $27 million, or $2.56 per common unit, and EBITDA of $53 million on net sales of $143 million for the first quarter of 2025, compared to net income of $13 million, or $1.19 per common unit, and EBITDA of $40 million on net sales of $128 million for the first quarter of 2024.
Positive
Seeking Alpha
2 months ago
CVR Partners: The Nitrogen Fertilizer Market Looking Ripe For An Upswing
CVR Partners is poised for market-beating returns due to favorable nitrogen fertilizer demand-supply dynamics, despite a slightly stretched valuation. Strong 4Q24 performance with impressive YoY bottom-line growth and robust cash distribution, despite weather-related challenges impacting sales volumes. Buoyant market conditions driven by rising corn prices, increased farm income from government assistance, and tight global nitrogen fertilizer supply.
Neutral
Seeking Alpha
3 months ago
CVR Partners, LP Common Units (UAN) Q4 2024 Earnings Call Transcript
CVR Partners, LP Common Units (UAN) Q4 2024 Earnings Call Transcript
Neutral
GlobeNewsWire
3 months ago
CVR Partners Files Form 10-K Annual Report For Fiscal Year Ended December 31, 2024
SUGAR LAND, Texas, Feb. 19, 2025 (GLOBE NEWSWIRE) -- CVR Partners, LP (NYSE: UAN), a manufacturer of ammonia and urea ammonium nitrate (“UAN”) solution fertilizer products, today announced that it has filed its annual report on Form 10-K for the fiscal year ended December 31, 2024, with the Securities and Exchange Commission.
Neutral
GlobeNewsWire
3 months ago
CVR Partners Reports Fourth Quarter and Full-Year 2024 Results
SUGAR LAND, Texas, Feb. 18, 2025 (GLOBE NEWSWIRE) -- CVR Partners, LP (“CVR Partners” or the “Partnership”) (NYSE: UAN), a manufacturer of ammonia and urea ammonium nitrate (“UAN”) solution fertilizer products, today announced net income of $18 million, or $1.73 per common unit, and EBITDA of $50 million on net sales of $140 million for the fourth quarter of 2024, compared to net income of $10 million, or 94 cents per common unit, and EBITDA of $38 million on net sales of $142 million for the fourth quarter of 2023.
Neutral
GlobeNewsWire
4 months ago
CVR Partners to Release Fourth Quarter and Full-Year 2024 Earnings Results
SUGAR LAND, Texas, Feb. 04, 2025 (GLOBE NEWSWIRE) -- CVR Partners, LP (NYSE: UAN), a manufacturer of ammonia and urea ammonium nitrate (UAN) solution fertilizer products, plans to release its fourth quarter and full-year 2024 earnings results on Tuesday, Feb. 18, after the close of trading on the New York Stock Exchange. The Partnership also will host a teleconference call on Wednesday, Feb. 19, at 11 a.m. Eastern to discuss these results.
Positive
Seeking Alpha
4 months ago
CVR Partners, LP: The Ultimate Fertilizer Play
CVR Partners, LP is uniquely positioned to benefit from global trade shifts, European gas crises, and rising corn prices, driving demand for nitrogen fertilizers. Trump's tariffs and deregulation policies enhance UAN's competitive edge, reducing production costs and increasing strategic value in the fertilizer sector. Carl Icahn's increased stake and bullish outlook signal strong insider confidence in UAN's future growth and value appreciation.
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