CVR Partners
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 7,327 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
Based on 5 articles about UAN published over the past 30 days
Positive
The Motley Fool
1 day ago
Cvr Partners (UAN) Q2 Profit Jumps 48%
Cvr Partners (UAN) Q2 Profit Jumps 48%
Neutral
Seeking Alpha
1 day ago
CVR Partners, LP Common Units (UAN) Q2 2025 Earnings Conference Call Transcript
CVR Partners, LP Common Units (NYSE:UAN ) Q2 2025 Earnings Call July 31, 2025 11:00 AM ET Company Participants Dane J. Neumann - Executive VP, CFO, Treasurer & Assistant Secretary of CVR GP LLC Mark A.
Positive
Seeking Alpha
1 day ago
CVR Partners: The Market Is Waking Up But It's Not Too Late
CVR Partners delivered a higher-than-expected Q2 distribution, driven by stronger fertilizer prices and limited operational reserves for upcoming plant maintenance. Favorable global supply-demand dynamics and persistent high fertilizer prices support a double-digit yield outlook for 2025 and 2026, even after the recent price gains. Operational improvements and de-bottlenecking projects should boost capacity, while upcoming plant turnarounds will temporarily lower distributions but not threaten the long-term yield.
Neutral
GlobeNewsWire
3 days ago
CVR Partners Reports Second Quarter 2025 Results
SUGAR LAND, Texas, July 30, 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 $39 million, or $3.67 per common unit, and EBITDA of $67 million on net sales of $169 million for the second quarter of 2025, compared to net income of $26 million, or $2.48 per common unit, and EBITDA of $54 million on net sales of $133 million for the second quarter of 2024.
Neutral
GlobeNewsWire
2 weeks ago
CVR Partners to Release Second Quarter 2025 Earnings Results
SUGAR LAND, Texas, July 17, 2025 (GLOBE NEWSWIRE) -- CVR Partners, LP (NYSE: UAN), a manufacturer of ammonia and urea ammonium nitrate (UAN) solution fertilizer products, plans to release its second quarter 2025 earnings results on Wednesday, July 30, after the close of trading on the New York Stock Exchange. The Partnership also will host a teleconference call on Thursday, July 31, at 11 a.m. Eastern to discuss these results.
Neutral
GlobeNewsWire
1 month ago
CVR Partners 2024 Schedule K-3 Now Available
SUGAR LAND, Texas, June 24, 2025 (GLOBE NEWSWIRE) -- CVR Partners, LP (NYSE: UAN) today announced that 2024 Schedule K-3s, reflecting items of international tax relevance, are now available online. Unitholders may access the information at www.taxpackagesupport.com/cvrpartners.
Positive
Seeking Alpha
1 month ago
CVR Partners: Fertilizer Prices Will Surge If Hormuz Closure Blocks Global Gas Supplies
CVR Partners is a compelling value play, benefiting from rising fertilizer prices and geopolitical risks impacting European natural gas supplies. UAN offers a strong 10% dividend yield, stable operations, and low correlation with the broader market, making it an attractive portfolio hedge. Geopolitical tensions in the Middle East, particularly around the Strait of Hormuz, could trigger a surge in European gas prices, improving fertilizer economics for US producers.
Positive
Seeking Alpha
1 month 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
3 months 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
3 months 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.
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