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UAN - CVR Partners, LP
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CVR Partners, LP Common Units (UAN) Q1 2026 Earnings Call Prepared Remarks Transcript
CVR Partners, LP Common Units (UAN) Q1 2026 Earnings Call Prepared Remarks Transcript
CVR Partners: $4 Distribution And 12% Yield Confirm The Thesis
CVR Partners delivered a standout Q1, nearly doubling net income to $50M and raising its variable distribution to $4.00 per unit. UAN's forward yield now exceeds 10%, driven by robust fertilizer pricing, 103% ammonia plant utilization, and strong spring planting demand. I maintain my Buy rating with a $150 near-term price target and see upside optionality to $200 if forward EPS approaches $20.
CVR Partners: The Cash Machine I Won't Miss Out Adding More To
CVR Partners remains a Strong Buy, driven by robust fertilizer pricing, operational flexibility, and a unique business model focused on nitrogen fertilizers. Recent earnings showed 26.7% YoY sales growth, 84% YoY net income growth, and no unit dilution, with cash nearly doubling to $128 million. Rising realized prices for UAN (+34%) and ammonia (+24%), coupled with a 20% decline in pet coke input costs, have significantly expanded margins.
CVR Partners Reports First Quarter 2026 Results
SUGAR LAND, Texas--(BUSINESS WIRE)--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 $50 million, or $4.72 per common unit, and EBITDA of $78 million on net sales of $180 million for the first quarter of 2026, compared to 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.
GraniteShares Advisors LLC Takes Position in CVR Partners, LP $UAN
GraniteShares Advisors LLC bought a new position in CVR Partners, LP (NYSE: UAN) during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 28,062 shares of the basic materials company's stock, valued at approximately $2,876,000. CVR Partners accounts for approximately 1.7% of GraniteShares Advisors
CVR Partners (NYSE:UAN) Shares Cross Above 200 Day Moving Average – What’s Next?
CVR Partners, LP (NYSE: UAN - Get Free Report) shares passed above its two hundred day moving average during trading on Monday. The stock has a two hundred day moving average of $106.72 and traded as high as $125.28. CVR Partners shares last traded at $122.8660, with a volume of 63,757 shares traded. Analyst Ratings
Top 3 fertilizer stocks to buy in April
Fertilizer prices have soared to their highest level in nearly three years, largely due to the ongoing conflicts in the Middle East.
CVR Partners to Release First Quarter 2026 Earnings Results
SUGAR LAND, Texas--(BUSINESS WIRE)--CVR Partners, LP (NYSE: UAN), a manufacturer of ammonia and urea ammonium nitrate (UAN) solution fertilizer products, plans to release its first quarter 2026 earnings results on Wednesday, April 29, after the close of trading on the New York Stock Exchange. The Partnership also will host a teleconference call on Thursday, April 30, at 11 a.m. Eastern to discuss these results. This call, which will contain forward-looking information, will be webcast live and.
GraniteShares Advisors LLC Makes New $2.88 Million Investment in CVR Partners, LP $UAN
GraniteShares Advisors LLC acquired a new stake in CVR Partners, LP (NYSE: UAN) in the undefined quarter, according to its most recent disclosure with the SEC. The fund acquired 28,062 shares of the basic materials company's stock, valued at approximately $2,876,000. CVR Partners makes up about 2.5% of GraniteShares Advisors LLC's portfolio, making
CVR Partners: Iran Just Made This 12% Yield Look Cheap
CVR Partners is a compelling buy, benefiting from the Iran conflict's fertilizer supply shock and soaring nitrogen prices. UAN's U.S.-based plants avoid geopolitical chokepoints, positioning the company for strong Q1 and 2026 distributions amid global disruptions. My base case estimates a 2026 forward yield of ~13% ($16/unit), with upside if supply shocks persist; the near-term price target is $150.
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As of March 9, 2026, three stocks in the materials sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
CVR Partners (NYSE:UAN) Reaches New 52-Week High – Here’s Why
Shares of CVR Partners, LP (NYSE: UAN - Get Free Report) hit a new 52-week high during trading on Friday. The company traded as high as $120.60 and last traded at $118.85, with a volume of 106073 shares trading hands. The stock had previously closed at $112.00. Analyst Upgrades and Downgrades A number of analysts
Why CVR Partners Is Not Down More After A Bad Quarter
CVR Partners plants are now operating normally after excessive Q4 downtime, driven by third-party air separation unit issues at Coffeyville. Despite the Q4 setback, CVRP expects strong 2026 distributions, targeting $5 per quarter for the remaining three quarters, implying a 14% yield. Operational reliability, particularly at Coffeyville, and ongoing capital projects for feedstock flexibility and DEF expansion support continued healthy distributions.
CVR Partners, LP Common Units (UAN) Q4 2025 Earnings Call Transcript
CVR Partners, LP Common Units (UAN) Q4 2025 Earnings Call Transcript
CVR Partners Files Form 10-K Annual Report For Fiscal Year Ended December 31, 2025
SUGAR LAND, Texas--(BUSINESS WIRE)--CVR Partners, LP (NYSE: UAN), a manufacturer of ammonia and urea ammonium nitrate (“UAN”) solution fertilizer products, announced that its Annual Report on Form 10-K for the fiscal year ended December 31, 2025, was filed today with the Securities and Exchange Commission and can be viewed on its website at www.CVRPartners.com by selecting the “SEC Filings” link. Upon written request, unitholders may receive, free of charge, a printed copy of the Annual Report.
CVR Partners Reports Fourth Quarter and Full-Year 2025 Results
SUGAR LAND, Texas--(BUSINESS WIRE)--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 loss of $10 million, or 97 cents per common unit, and EBITDA of $20 million on net sales of $131 million for the fourth quarter of 2025, compared to 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 20.
Carl Icahn's Strategic Moves: A Closer Look at Icahn Enterprises LP
Insights from the Fourth Quarter 2025 13F Filing Carl Icahn (Trades, Portfolio) recently submitted the 13F filing for the fourth quarter of 2025, providing ins
CVR Partners to Release Fourth Quarter and Full-Year 2025 Earnings Results
SUGAR LAND, Texas--(BUSINESS WIRE)--CVR Partners, LP (NYSE: UAN), a manufacturer of ammonia and urea ammonium nitrate (UAN) solution fertilizer products, plans to release its fourth quarter 2025 earnings results on Wednesday, February 18, after the close of trading on the New York Stock Exchange. The Partnership also will host a teleconference call on Thursday, February 19, at 11 a.m. Eastern to discuss these results. This call, which will contain forward-looking information, will be webcast li.
CVR Partners (NYSE:UAN) Stock Crosses Above 200-Day Moving Average – Here’s What Happened
CVR Partners, LP (NYSE: UAN - Get Free Report)'s share price passed above its two hundred day moving average during trading on Monday. The stock has a two hundred day moving average of $95.76 and traded as high as $103.88. CVR Partners shares last traded at $101.3950, with a volume of 23,744 shares. Analysts Set