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CVR Partners, LP
UANBasic MaterialsNYSEUS
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CVR Partners, LP Common Units (UAN) Q1 2026 Earnings Call Prepared Remarks Transcript
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 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.
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 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, 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
Fertilizer prices have soared to their highest level in nearly three years, largely due to the ongoing conflicts in the Middle East.
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 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 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
