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CVR Partners

91.50 USD
+4.50
5.17%
At close Updated Sep 16, 4:00 PM EDT
1 day
5.17%
5 days
5.84%
1 month
-0.97%
3 months
5.34%
6 months
21.02%
Year to date
18.8%
1 year
34.9%
5 years
991.89%
10 years
-13.84%
 

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 7,463 funds
Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

790% more call options, than puts

Call options by funds: $21M | Put options by funds: $2.36M

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

28% more capital invested

Capital invested by funds: $367M [Q1] → $471M (+$104M) [Q2]

17% more funds holding

Funds holding: 52 [Q1] → 61 (+9) [Q2]

3.93% more ownership

Funds ownership: 46.2% [Q1] → 50.12% (+3.93%) [Q2]

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

Financial journalist opinion

Positive
Seeking Alpha
12 hours ago
Structural Changes In Fertilizer Markets Make CVR Partners An Incredible Value
Nitrogen fertilizer shortages have become structural due to higher capital costs and operating expenses leading to underinvestment, pushing prices higher for the foreseeable future. Building new nitrogen plants is uneconomic at current prices, ensuring supply remains tight and supporting elevated mid-cycle price projections. Global demand for nitrogen fertilizer will continue to grow as population increases and diets improve, further tightening the market.
Structural Changes In Fertilizer Markets Make CVR Partners An Incredible Value
Positive
The Motley Fool
1 month ago
Cvr Partners (UAN) Q2 Profit Jumps 48%
Cvr Partners (UAN) Q2 Profit Jumps 48%
Cvr Partners (UAN) Q2 Profit Jumps 48%
Neutral
Seeking Alpha
1 month 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.
CVR Partners, LP Common Units (UAN) Q2 2025 Earnings Conference Call Transcript
Positive
Seeking Alpha
1 month 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.
CVR Partners: The Market Is Waking Up But It's Not Too Late
Neutral
GlobeNewsWire
1 month 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.
CVR Partners Reports Second Quarter 2025 Results
Neutral
GlobeNewsWire
2 months 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.
CVR Partners to Release Second Quarter 2025 Earnings Results
Neutral
GlobeNewsWire
2 months 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.
CVR Partners 2024 Schedule K-3 Now Available
Positive
Seeking Alpha
2 months 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.
CVR Partners: Fertilizer Prices Will Surge If Hormuz Closure Blocks Global Gas Supplies
Positive
Seeking Alpha
3 months 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.
CVR Partners Has Become The Bargain To Own In The Fertilizer Industry
Positive
Seeking Alpha
4 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.
CVR Partners: Cyclical Tailwinds Could Produce Double Digit Yield In 2025
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