UAN · NYSE · Agricultural Inputs

CVR Partners (UAN)

Operates paired U.S. plants producing ammonia and UAN fertilizer.

$129.55
vs last close+0.45 (+0.35%)
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CVR Partners, LPUAN
Materials

Produces ammonia and UAN fertilizer for corn and wheat through paired U.S. plants. Coffeyville uses petroleum-coke gasification, while East Dubuque uses natural gas, making feedstock architecture central to the operating model.

Ammonia and UAN fertilizer are produced at Coffeyville, Kansas, and East Dubuque, Illinois, mainly for corn and wheat. Coffeyville runs North America’s only nitrogen-fertilizer operation that uses petroleum-coke gasification to make hydrogen; East Dubuque relies on natural gas feedstock.

Different feedstocks give the paired U.S. facilities distinct input bases, while the partnership subsidiaries directly operate the plants. The East Dubuque acquisition widened customer reach and geographic coverage.

CVR Energy controls CVR GP, the general partner with authority over director appointments, business strategy, financing, asset actions and distributions. Plant reliability, petroleum coke and natural-gas availability, and corn and wheat end uses shape the operating model.

Company facts

CEODane Neumann
ListedApr 8, 2011
ExchangeNYSE
HeadquartersSugar Land, TX
CountryUnited States
Employees320
CIK0001425292
ISINUS1266332055

Market cap$1.36B
EPS (ttm)$15.16
P/E (ttm)8.52
ROE51.6%
P/B3.93
P/S2.02
Dividend yieldDiv yield11.21%
Beta−0.61vs XLB 0.15

No analyst consensus on record.

Next report
Oct 28, 26
in 36 days
EPS estimate
Revenue estimate
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25Apr '25Jul '25Oct '25Feb '26Apr '26Jul '26Oct '26
Reported$1.73$2.56$3.67$4.08−$0.97$4.72$7.33Pending
Estimate
Surprise

RevenueReportedEstimate

Feb '25Apr '25Jul '25Oct '25Feb '26Apr '26Jul '26Oct '26
Reported$139.6M$142.9M$168.6M$163.5M$131.1M$180.0M$202.2MPending
Estimate
Surprise
Estimate
ReportedDue Oct 28, 2026
Estimate
ReportedDue Oct 28, 2026
View details

Debt to equity164.00%
Current ratio301.10%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$125.2M$139.6M$142.9M$168.6M$163.5M$131.1M$180.0M$202.2M
Net income$3.8M$18.3M$27.1M$38.8M$43.1M−$10.3M$49.9M$77.5M
Net margin3.0%13.1%19.0%23.0%26.3%0.0%27.7%38.3%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$11.0M$25.7M$34.6M$46.3M$50.6M−$2.7M$57.6M$84.8M
YoY growth+35.1%+49.7%+72.4%+38.0%+360.5%Turned loss+66.7%+83.1%

Balance sheet, Jun 30, 2026Cash & short-term investments $137.5M · Total debt $569.0M · Total assets $1.06B · Shareholders' equity $347.0M

Revenue
$202.2M
Operating income
$84.8M
Net income
$77.5M
View details

Dividend yield
11.21%
Next ex-date
Nov 10, 26
estimated · in 49 days
Annual dividend
$14.47
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Nov '24Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26
Dividend$1.19$1.75$2.26$3.89$4.02$0.37$4.00$6.08
Annual yield9.69%9.05%8.67%10.16%12.26%9.95%9.29%12.37%
Ex-dateNov 8Mar 3May 12Aug 11Nov 10Mar 2May 11Aug 10
Payment dateNov 18Mar 10May 19Aug 18Nov 17Mar 9May 18Aug 17
View details

Institutions53.64%5.67M shares
76 holders · as of Jun 30, 2026
Insiders0.31%33.2K shares
3 holders · as of Jun 26, 2026
Other46.05%4.87M shares
remainder

10.57M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Icahn Carl CInstitution
39.40%4.16Mas of Jun 30, 2026
Morgan StanleyInstitution
4.15%438,977as of Jun 30, 2026
JPMorgan Chase & CoInstitution
1.77%187,535as of Jun 30, 2026
Mirae Asset Global Etfs Holdings Ltd.Institution
1.35%142,552as of Jun 30, 2026
UBS Group AGInstitution
1.31%138,304as of Jun 30, 2026

Insider tradesForm 4

No open-market trades in the last 12 months.

View details

  • CF Industries

    Largest named domestic rival in ammonia and UAN fertilizer

  • Nutrien

    North American ammonia and nitrogen-solutions producer

  • LSB Industries

    Direct U.S. ammonia and UAN producer

Compare

CompanyPriceChange
CVR Partners$129.55+0.35%$1.36B8.52.0+20.0%
CF Industries$118.80−3.63%$18.93B9.19.22.4+17.6%
Nutrien$74.43−0.15%$35.78B15.114.11.3+0.3%
LSB Industries$10.47+0.29%$751.0M20.910.71.1+11.1%
Median15.110.71.3+11.1%