CVR Partners, LP (UAN)

CVR Partners LP (UAN) stock price has seen significant movement over the past six months, with a 52-week range between $66.00 and $139.50. As of April 2, 2026, the share price was $126.00, representing a substantial increase from $65.32 on April 7, 2025. Recent events include a February 2026 earnings report revealing a net loss, a dividend cut to $0.37 per share, gains due to geopolitical tensions in March 2026, analyst downgrades in February 2026, and a stock gapping up in April 2026.

Demand for CVR Partners LP's nitrogen fertilizer products is seasonal, driven by agricultural cycles, particularly for corn and wheat crops. The company's location in the U.S. Corn Belt ensures consistent demand, minimizing logistics costs. CVR Partners does not have long-term minimum purchase contracts. The company's ability to upgrade most of its produced ammonia into UAN solution is key.

CVR Partners LP, based in Sugar Land, Texas, produces, markets, and distributes nitrogen fertilizer products, primarily Urea Ammonium Nitrate (UAN) and ammonia. The company operates North America's only nitrogen fertilizer facility using petroleum coke gasification at its Coffeyville, Kansas plant, providing a cost advantage. CVR Partners also operates a nitrogen fertilizer manufacturing facility in East Dubuque, Illinois.

CVR Partners' primary geographic markets include Kansas, Missouri, Nebraska, Iowa, Illinois, Colorado, and Texas. The company's products reach farming operations across the continental United States, particularly in the U.S. Midwest and Great Plains. Distribution is facilitated via railcars, trucks, and barges, with direct access to a barge dock.

Information directly detailing CVR Partners LP's brand reputation in the past year is not explicitly available. However, the company demonstrated strong operating performance in 2025, supported by high plant utilization and favorable pricing, but faced operational challenges during a planned turnaround at its Coffeyville facility. The company reported a net loss in Q4 2025, but its full-year 2025 net sales increased.

CVR Partners LP's ownership includes institutional, insider, and retail investors. Institutional investors hold approximately 51.79% of shares outstanding, with Carl C. Icahn holding the largest position. Insiders own approximately 39.69% of the company's stock, while retail investors hold approximately 15.34%.