CVR Partners, LP UAN

122.70 (3.31) (2.63%) as of 25 Sep
Market cap
$1.3B
P/E
8.1×

Insider Decisions

in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership 43.14%

Capital & Financial Ratios

Market Cap 1,330.00
Revenue 676.86
Net Income 160.22
Free Cash Flow 144.65
Net Debt 431.50
Current Ratio 3.01
Debt/Equity 1.64
P/E ratio 8.09
P/S ratio 1.92
P/B ratio 3.74
Past 5Y EPS Growth —
This Y EPS Growth —
Next Y EPS Growth —
Next 5Y EPS Growth 8.00%
in millions of $

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield 37.15%
total individual payouts
2026 10.45
0.37
4.00
6.08
2025 11.92
1.75
2.26
3.89
4.02
2024 6.69
1.68
1.92
1.90
1.19
2023 26.62
10.50
10.43
4.14
1.55
2022 19.32
5.24
2.26
10.05
1.77
2021 4.65
1.72
2.93
2019 4.00
1.20
0.70
1.40
0.70
2017 0.20
0.20
2016 7.10
2.70
2.70
1.70
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 45 91 69 137
Receivables 42 65 59 82
Inventory 69 76 83 94
Other 1 1 1 0
166 234 214 315
2023 2024 2025 Q'26
Payables 39 37 48 48
ST’ Debt — — — —
Other 21 24 25 24
75 111 97 105
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 7.68% 11.61% (10.15%)
Cash Flow 6.67% 49.95% (20.82%)
Earnings 4.75% 0.00% (29.93%)
Book Value (3.65%) (3.30%) (13.59%)

Revenue

Mar Jun Sep Dec Year
’26 180 202 — — —
’25 143 169 164 131 606
’24 128 133 125 140 525
’23 226 183 131 142 681
’22 223 244 156 212 836
’21 61 138 145 189 533
’20 75 105 79 90 350
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 76 66 — — —
’25 55 24 92 (22) 150
’24 42 9 87 13 151
’23 130 61 70 (18) 244
’22 167 49 89 (3) 301
’21 26 (3) 97 68 189
’20 28 (21) 22 (9) 20
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 59 51 — — —
’25 46 18 80 (45) 99
’24 34 2 82 (6) 113
’23 127 57 64 (28) 219
’22 159 43 69 (14) 257
’21 23 (5) 92 58 168
’20 21 (24) 17 (13) 1
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 4.72 7.33 — — —
’25 2.56 3.67 4.08 (0.97) 9.33
’24 1.19 2.48 0.36 1.73 5.76
’23 9.64 5.66 0.07 0.94 16.31
’22 8.78 11.12 (1.87) 9.02 27.07
’21 (2.37) 0.66 3.28 5.76 7.31
’20 (1.80) (3.70) (1.70) (1.53) (8.77)
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

2
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
40.50 25.80 27.10 26.50 5.70 14.70 80.30 60.50 61.62 63.45

Analyst estimates 2026–2028

Powerpack
Low Price
97.50 69.50 43.50 43.50 31.50 87.34 179.74 118.38 88.94 104.20
High Price
299 304 290 286 287 296 300 310 316 320
Employees
1 1 1 1 1 2 3 2 2 2
Revenue/Emp
356 331 351 404 350 533 836 681 525 606
Revenue
31.52% 27.08% 29.42% 33.76% 28.84% 44.22% 52.00% 45.81% 39.40% 40.47%
Gross Margin
(27) (73) (50) (35) (98) 78 287 173 61 99
EBT
(7.47%) (21.94%) (14.26%) (8.66%) (28.05%) 14.69% 34.34% 25.35% 11.61% 16.28%
EBT Margin
(27) (73) (50) (35) (98) 78 287 172 61 99
Net Income
61 77 75 84 121 76 83 80 89 83
Depreciation
34.49 29.20 30.99 35.68 31.26 49.84 78.88 64.47 49.70 57.34
Revenue/Sh
(2.60) (6.40) (4.40) (3.10) (8.77) 7.31 27.07 16.31 5.76 9.33
Earnings/Sh
4.35 0.92 2.85 3.46 1.76 17.66 28.46 23.04 14.24 14.16
Cash Flow/Sh
(2.25) (1.28) (1.73) (1.64) (1.66) (1.90) (4.21) (2.29) (3.51) (4.80)
Capex/Sh
2.10 (0.37) 1.11 1.82 0.11 15.76 24.25 20.75 10.74 9.36
Free CF/Sh
60.50 48.54 44.12 37.04 28.07 32.03 38.88 28.65 27.73 25.14
Book Value/Sh
10 11 11 11 11 11 11 11 11 11
Shares
0.00 0.00 0.00 0.00 0.00 11.28 3.79 4.16 13.19 10.97
PE Ratio
1.84 1.21 1.10 0.87 0.51 1.66 1.30 1.05 1.53 1.79
PS Ratio
1.05 0.73 0.77 0.84 0.57 2.58 2.64 2.37 2.74 4.08
PB Ratio
3.78 3.33 3.07 2.65 2.24 2.60 1.85 1.79 2.44 2.62
EV/Sales
61.94 (265.34) 85.48 51.95 659.64 8.22 6.03 5.57 11.30 16.03
EV/FCF
45 10 32 39 20 189 301 244 151 150
Op' Cash Flow
(23) (15) (20) (19) (19) (20) (45) (24) (37) (51)
Capex
22 (4) 13 21 1 168 257 219 113 99
FCF
72 62 71 49 42 100 140 90 122 117
Working Cap'
623 626 629 632 636 611 547 547 568 569
Total Debt
568 577 567 595 606 498 460 502 477 500
Net Debt
625 550 500 420 314 342 412 303 293 266
Sh' Equity
(2.91%) (5.72%) (4.02%) (2.92%) (9.05%) 7.24% 25.75% 16.61% 6.11% 9.92%
ROA
1.29% (0.57%) 0.37% 1.69% (2.37%) 10.00% 22.92% 15.64% 7.33% 10.50%
ROIC
(5.33%) (12.39%) (9.53%) (7.61%) (26.76%) 23.81% 76.07% 48.25% 20.44% 35.31%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

CVR Partners, LP peers in Agricultural Inputs

All 18 Agricultural Inputs stocks →

CVR Partners, LP (UAN) key facts

  • CVR Partners, LP (UAN) is an Agricultural Inputs company in the Basic Materials sector, listed on the New York Stock Exchange.
  • CVR Partners, LP’s revenue for fiscal 2025 (year ended December 2025) was $606.0 million, up 15.4% from fiscal 2024.
  • Net income was $98.7 million, or $9.33 per share (basic), a net margin of 16.3%.
  • As of September 25, 2026, UAN traded at $122.70, a market capitalization of $1.3 billion.
  • At that price the stock trades at 8.1× trailing-twelve-month earnings and 1.9× sales.
  • Return on equity was 35.3% and debt-to-equity 1.64.

Source: company filings (standardised) and stockrow calculations.

CVR Partners, LP (UAN) Latest News

News by impact score

Fine-tune

1 Aug

3 transcript

CVR Partners LP held Q2 earnings call covering financial results, operations and outlook for fertilizer business. Q2 earnings updates can shift near-term investor sentiment and trading in UAN shares.

31 Jul

3 transcript

CVR Energy Q2 earnings call highlights include revenue, earnings per unit and operational updates for CVR Partners LP (UAN) along with management commentary on fertilizer market conditions and future guidance. Quarterly earnings results and guidance directly affect near-term financial expectations and trading activity for UAN.

30 Jul

4 transcript

CVR Partners LP achieved record utilization rates and strong pricing in its Q2 2026 earnings call. Record utilization and strong pricing signal major positive shifts in operational performance and market trajectory.

3 transcript

CVR Partners, LP held its Q2 2026 earnings call covering financial results, operational updates and outlook for the nitrogen fertilizer producer. Quarterly earnings and guidance directly inform near-term financial expectations and trading for UAN.

29 Jul

3

CVR Partners, LP reported financial results for the second quarter of 2026. Quarterly earnings release delivers updated financial metrics that can shift near-term investor views and valuation.

14 May

4

Carl C. Icahn reiterates his bullish stance on CVR Partners LP (UAN), signaling strong confidence in the company's future amid ongoing market interest. Carl Icahn's reiterated bullish stance as a major activist investor can significantly enhance investor sentiment and drive UAN's market performance.

13 May

3

Carl C. Icahn holds a bullish view on CVR Energy (CVI) stock. Icahn's bullish stance on CVR Energy, majority owner of CVR Partners, likely influences UAN market sentiment moderately.

5 May

4

CVR Partners (UAN) delivered strong Q1 payout with positive utilization outlook, potentially strengthening the bull case amid favorable market conditions. Strong Q1 payout and utilization outlook boost financial performance and investor sentiment for CVR Partners.

4

CVR Partners, LP (UAN) reported strong Q1 results and announced ammonia expansion plans, prompting a valuation review highlighting improved financials and growth prospects. Strong Q1 results and ammonia expansion plans represent major strategic growth initiatives that could significantly boost financial performance and investor sentiment.

2 May

3

CVR Partners, LP (UAN) shared Q1 earnings call highlights, covering financial results, operational updates, and forward guidance for the nitrogen fertilizer producer. Q1 earnings highlights reveal quarterly financial performance and outlook, moderately impacting investor sentiment and stock trajectory.

30 Apr

4 transcript

CVR Partners, LP (UAN) released Q1 2026 earnings call transcript detailing quarterly financial results, operational updates, and management outlook. Q1 2026 earnings transcript reveals financial performance and strategic insights that significantly shape investor expectations and stock trajectory.

4

CVR Partners, LP released Q1 2026 earnings call summary highlighting financial results, operational updates, and forward guidance. Quarterly earnings call summaries disclose financial metrics and strategic outlook that significantly sway investor sentiment and stock trajectory.

29 Apr

4

CVR Partners, LP (UAN) reported first quarter 2026 results. Quarterly earnings reports like Q1 2026 results directly shape financial performance assessments and investor sentiment for CVR Partners.

17 Mar

4

Iran conflict disrupts global fertilizer supply chains, tightening availability and improving outlook for CVR Partners LP (UAN), a nitrogen fertilizer producer. Geopolitical tensions in Iran restrict fertilizer supply, driving potential price increases that significantly boost UAN's revenue and market position.

23 Feb

3

CVR Partners, LP (UAN) released highlights from its Q4 earnings call, covering financial performance, operational updates, and future outlook. Q4 earnings call highlights provide moderately noticeable insights into financial results and guidance influencing short-to-medium term performance.

19 Feb

4

CVR Partners LP (UAN) Q4 2025 earnings call highlights strategic navigation of challenges amid operational hurdles. Q4 earnings call outlines strategic initiatives to address challenges, significantly impacting future performance and investor sentiment.

4

CVR Partners (UAN) reported a Q4 loss and reduced its cash distribution, prompting a valuation review amid concerns over financial health and future payouts. Q4 loss and reduced cash distribution directly threaten UAN's dividend appeal and valuation, likely shifting investor sentiment and stock trajectory.

4 transcript

CVR Partners (UAN) Q4 2025 earnings call transcript details quarterly financial results, operational performance, management discussion, and forward guidance. Q4 2025 earnings transcript discloses financial metrics, strategic updates, and outlook that significantly shape investor expectations and market performance.

4

CVR Partners, LP reported Q4 2025 earnings via call summary, covering financial results, operational updates, and outlook for the nitrogen fertilizer producer. Q4 earnings call summaries disclose financial performance and guidance that significantly influence stock price and investor expectations.

18 Feb

4

CVR Partners, LP (UAN) reported fourth quarter and full-year 2025 financial results. Quarterly and annual earnings reports significantly affect financial performance perceptions and market valuation.

4

CVR Energy announced fourth quarter and full-year 2025 financial results, highlighting performance across its operations including the nitrogen fertilizer segment tied to CVR Partners. Quarterly and annual earnings directly shape CVR Partners' financial outlook, operational metrics, and investor sentiment.

26 Jan

4

CVR Partners, LP (UAN) has reported its preliminary estimated results for the fourth quarter and full year of 2025, indicating significant financial performance metrics that may influence future operations and market perception. The company highlighted key figures that reflect its operational efficiency and market positioning, suggesting a positive outlook moving forward. The preliminary results indicate significant financial performance that could influence investor sentiment and the company's strategic direction.

25 Jan

4

CVR Partners, LP has appointed a new Chief Operating Officer, which is expected to strengthen the strategic connection between its energy and fertilizer operations. This move aims to enhance operational efficiency and align the company's growth strategies in both sectors, potentially leading to improved performance and market positioning. The COO appointment is a significant strategic move that could enhance operational synergies and impact future performance.

4

CVR Partners, LP (UAN) is undergoing significant leadership and governance changes that may impact its valuation. The company is focusing on enhancing operational efficiency and strategic direction in response to market dynamics. Investors are closely monitoring these developments as they could influence future performance and investor sentiment. Leadership and governance changes are likely to significantly impact the company's strategic direction and market positioning.

23 Jan

3

CVR Partners, LP (UAN) faced challenges despite offering a 15% dividend, leading to a $3.3 million position being liquidated. Investors are concerned about the company's financial stability and future growth prospects, prompting a reevaluation of its attractiveness in the market. The decision to sell reflects broader apprehensions regarding the sustainability of high dividends amid fluctuating market conditions. Concerns about financial stability and growth prospects may moderately influence investor sentiment and market performance.

21 Jan

3

Nutrien's stock has achieved an 82 Relative Strength Rating, indicating strong performance relative to other stocks. This rating reflects the company's resilience and competitive positioning in the market, potentially attracting investor interest and influencing market sentiment positively. The Relative Strength Rating suggests a moderately noticeable influence on market performance and investor sentiment.

5 Jan

3

CVR Partners, LP has announced its preliminary capital spending plan for 2026, outlining expected investments aimed at enhancing operational efficiency and supporting growth initiatives. The plan reflects the company's commitment to maintaining and improving its production capabilities in the nitrogen fertilizer sector. Specific details regarding the allocation of funds and projected outcomes were highlighted, indicating a strategic approach to future developments. The capital spending plan is expected to moderately influence operational efficiency and growth but is balanced by other market factors.

15 Dec

4

CVR Partners, LP (UAN) is highlighted as one of three ultra-high dividend yield picks for the new year, appealing to income-focused investors. The company is noted for its strong financial performance and attractive dividend yield, making it a compelling option in the current market environment. Analysts suggest that UAN's position in the fertilizer industry, coupled with favorable market conditions, could enhance its profitability and dividend sustainability moving forward. UAN's strong financial performance and attractive dividend yield indicate significant potential for future growth and investor interest.

2 Nov

4

CVR Partners, LP (UAN) reported robust earnings and announced a higher dividend, signaling potential growth and increased shareholder value. The company's strong financial performance may attract more investors and enhance its market position. Analysts suggest that these developments could be pivotal for the company's future trajectory. Robust earnings and a higher dividend are likely to significantly influence investor sentiment and the company's market performance.

1 Nov

3 transcript

CVR Partners, LP (UAN) reported its Q3 2025 earnings, highlighting key financial metrics and operational updates. The company experienced fluctuations in revenue and net income compared to previous quarters, influenced by market conditions and production levels. Management provided insights into future strategies and market outlook, emphasizing ongoing efforts to enhance operational efficiency and address industry challenges. The earnings call included a Q&A session where analysts posed questions regarding the company's performance and strategic direction. Moderate fluctuations in revenue and net income indicate potential impacts on financial performance and market sentiment.

stockrow.com/UAN · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com