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CVR Partners

81.50 USD
-0.92
1.12%
At close Jan 31, 4:00 PM EST
1 day
-1.12%
5 days
-0.85%
1 month
7.29%
3 months
23.15%
6 months
4.02%
Year to date
5.82%
1 year
13.49%
5 years
208.71%
10 years
-31.11%
 

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: 310

0
Funds holding %
of 6,831 funds
Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

100% more call options, than puts

Call options by funds: $23.9M | Put options by funds: $11.9M

0% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

1.05% less ownership

Funds ownership: 43.08% [Q2] → 42.03% (-1.05%) [Q3]

8% less funds holding

Funds holding: 52 [Q2] → 48 (-4) [Q3]

13% less capital invested

Capital invested by funds: $345M [Q2] → $298M (-$46.3M) [Q3]

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Research analyst outlook

We haven’t received any recent analyst ratings for UAN.

Financial journalist opinion

Positive
Seeking Alpha
5 days 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.
CVR Partners, LP: The Ultimate Fertilizer Play
Positive
Invezz
2 months ago
Why is Carl Icahn loading up on this fertilizer stock since election day?
Billionaire investor Carl Icahn has significantly increased his stake in CVR Partners, a US-based fertilizer producer, purchasing shares almost every trading day since the November 5 presidential election. According to filings with the Securities and Exchange Commission, Icahn has acquired approximately 142,000 shares in 15 consecutive trading sessions, bringing his total holdings to about 3.
Why is Carl Icahn loading up on this fertilizer stock since election day?
Neutral
Seeking Alpha
3 months ago
CVR Partners, LP Common Units (UAN) Q3 2024 Earnings Call Transcript
CVR Partners, LP Common Units (NYSE:UAN ) Q3 2024 Earnings Conference Call October 29, 2024 11:00 AM ET Company Participants Richard Roberts - Vice President of FP&A and Investor Relations Mark Pytosh - CEO Dane Neumann - CFO Conference Call Participants Brian DiRubbio - Baird Operator Greetings, and welcome to the CVR Partners Third Quarter 2024 Conference Call. At this time, all participants are in a listen-only mode.
CVR Partners, LP Common Units (UAN) Q3 2024 Earnings Call Transcript
Neutral
GlobeNewsWire
3 months ago
CVR Partners Reports Third Quarter 2024 Results
SUGAR LAND, Texas, Oct. 28, 2024 (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 $4 million, or 36 cents per common unit, and EBITDA of $36 million on net sales of $125 million for the third quarter of 2024, compared to net income of $1 million, or 7 cents per common unit, and EBITDA of $32 million on net sales of $131 million for the third quarter of 2023.
CVR Partners Reports Third Quarter 2024 Results
Neutral
GlobeNewsWire
3 months ago
CVR Partners to Release Third Quarter 2024 Earnings Results
SUGAR LAND, Texas, Oct. 15, 2024 (GLOBE NEWSWIRE) -- CVR Partners, LP (NYSE: UAN), a manufacturer of ammonia and urea ammonium nitrate (UAN) solution fertilizer products, plans to release its third quarter 2024 earnings results on Monday, Oct. 28, after the close of trading on the New York Stock Exchange. The Partnership also will host a teleconference call on Tuesday, Oct. 29, at 11 a.m. Eastern to discuss these results.
CVR Partners to Release Third Quarter 2024 Earnings Results
Positive
Seeking Alpha
6 months ago
CVR Partners: Focus Less On A Takeover, More On The Near 10% Distribution
CVR Partners has received attention for potential takeover after its parent company announced exploring strategic transactions. Despite speculation of high takeover prices, CVR Partners remains an attractive income investment at mid-cycle conditions with improving demand and feedstock cost savings. Forecasting a distribution of $2.65 per quarter in 4Q 2024 and 1Q 2025, offering a yield of 10.4% based on 2024 payout.
CVR Partners: Focus Less On A Takeover, More On The Near 10% Distribution
Neutral
Seeking Alpha
6 months ago
CVR Partners, LP Common Units (UAN) Q2 2024 Earnings Call Transcript
CVR Partners, LP Common Units (NYSE:UAN ) Q2 2024 Earnings Conference Call July 30, 2024 11:00 AM ET Company Participants Richard Roberts - Vice President of FP&A and IR Mark Pytosh - President & CEO Dane Neumann - EVP, CFO, Treasurer & Assistant Secretary Conference Call Participants Robert McGuire - Granite Research Operator Greetings, and welcome to the CVR Partners Second Quarter 2024 Conference Call. At this time all participants are in a listen-only mode.
CVR Partners, LP Common Units (UAN) Q2 2024 Earnings Call Transcript
Neutral
GlobeNewsWire
6 months ago
CVR Partners Reports Second Quarter 2024 Results
SUGAR LAND, Texas, July 29, 2024 (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 $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, compared to net income of $60 million, or $5.66 per common unit, and EBITDA of $87 million on net sales of $183 million for the second quarter of 2023.
CVR Partners Reports Second Quarter 2024 Results
Neutral
GlobeNewsWire
6 months ago
CVR Partners to Release Second Quarter 2024 Earnings Results
SUGAR LAND, Texas, July 16, 2024 (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 2024 earnings results on Monday, July 29, after the close of trading on the New York Stock Exchange. The Partnership also will host a teleconference call on Tuesday, July 30, at 11 a.m. Eastern to discuss these results.
CVR Partners to Release Second Quarter 2024 Earnings Results
Positive
24/7 Wall Street
7 months ago
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