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.
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.
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
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
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.
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.
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
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, 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
SUGAR LAND, Texas--(BUSINESS WIRE)--CVR Partners, LP (“CVR Partners” or the “Partnership”) (NYSE: UAN) today announced preliminary estimated financial results for the fourth quarter and full-year 2025. “The planned turnaround at our Coffeyville facility was completed as scheduled in early November; however, the subsequent startup was delayed by several weeks due to downtime at the third-party owned air separation unit,” said Mark Pytosh, Chief Executive Officer. “Despite this delay, we saw stro.
The Dividend Power strategy highlights 35 high-yield, low-valuation stocks, with 6 identified as 'safer' due to strong free cash flow coverage. The top ten DiviPower stocks are projected to deliver an average net gain of 40.62% by January 2027, with risk/volatility 14% below the market. Seventeen of thirty-five Dividend Power Dogs show negative free cash flow margins, signaling unsustainable dividends and elevated risk.
CVR Partners is rated a strong buy, driven by robust fertilizer demand, secure feedstock, and compelling long-term yield prospects. UAN benefits from declining pet coke costs and rising UAN/ammonia prices, supporting a sustainable 9–11% yield with a 7.98% floor. Distribution coverage remains solid near 2x on OCF and FCF, with potential for special distributions as cash reserves grow.
SUGAR LAND, Texas--(BUSINESS WIRE)--CVR Partners, LP (NYSE: UAN) today announced its preliminary capital spending estimates for 2026 of $60 million to $75 million. Estimated capital expenditures for 2026 by category are as follows: Maintenance capital $35 million to $45 million Growth capital $25 million to $30 million Total capital expenditures $60 million to $75 million “For our growth capital projects, we look forward to progressing or completing certain margin-improvement and debottleneckin.
Significant Transaction on December 24, 2025 On December 24, 2025, Carl Icahn (Trades, Portfolio) executed a noteworthy transaction involving Icahn Enterprises
Shares of CVR Partners, LP (NYSE: UAN - Get Free Report) hit a new 52-week high during trading on Wednesday. The company traded as high as $101.12 and last traded at $101.03, with a volume of 16626 shares changing hands. The stock had previously closed at $98.27. Analyst Ratings Changes Separately, Weiss Ratings reiterated a
The December Dividend Power list identifies 35 high-yield stocks, with 14 offering 'safer' dividends backed by free cash flow yields exceeding dividend yields. Top actionable picks include Annaly Capital, Barings BDC, Noah Holdings, Blue Owl Capital, and SLR Investment, all meeting the dogcatcher ideal for safety and value. Analyst projections estimate average net gains of 38.75% for the top ten Dividend Power stocks by December 2026, with risk profiles generally below market average.
CVR Partners, LP is a buy, offering undervalued exposure to nitrogen fertilizer with strategic Midwest facilities and unique feedstock flexibility. UAN's dual-input Coffeyville facility and capacity expansion initiatives provide a durable competitive advantage, supporting long-term utilization targets around 95%. The partnership structure delivers high, albeit volatile, distributions tied to commodity cycles, with tax-advantaged potential for certain investors.
Of 35 November Dividend Power Dogs, 12 are recommended for "safer" dividends, with free-cash-flow-yields exceeding dividend-yields, and returns from $1,000 invested equaling-or-exceeding share-price, making them ideal buys. Analyst forecasts project average net gains of 36.78% for the top ten DiviPower stocks by November 2026, with strong upside potential in select financials. Caution is advised for stocks with negative free cash flow margins, as 18 of 35 are considered cash-poor and riskier for dividend sustainability.
The Undercovered Dozen series spotlights 12 lesser-known stocks highlighted in recent Seeking Alpha articles. This week's edition covers articles published between Oct. 31 and Nov. 7, offering fresh investment ideas. The series aims to inspire discussion and help investors discover overlooked opportunities in the market.