Wall Street Zen Downgrades CVR Partners (NYSE:UAN) to Hold

CVR Partners (NYSE:UAN) was downgraded by analysts at Wall Street Zen from a “strong-buy” rating to a “hold” rating in a report issued on Saturday.

Separately, Weiss Ratings downgraded CVR Partners from a “buy (b-)” rating to a “hold (c)” rating in a research report on Thursday. One investment analyst has rated the stock with a Hold rating, According to MarketBeat, CVR Partners currently has a consensus rating of “Hold”.

CVR Partners Stock Down 5.9%

Shares of NYSE UAN opened at $101.10 on Friday. The firm has a market cap of $1.73 billion, a price-to-earnings ratio of 10.82 and a beta of 0.66. The company’s 50-day simple moving average is $105.39 and its 200-day simple moving average is $97.24. The company has a quick ratio of 1.92, a current ratio of 2.21 and a debt-to-equity ratio of 2.14. CVR Partners has a 52-week low of $63.45 and a 52-week high of $119.90.

CVR Partners (NYSE:UAN) last issued its quarterly earnings results on Wednesday, February 18th. The basic materials company reported ($0.97) earnings per share for the quarter. CVR Partners had a net margin of 16.28% and a return on equity of 32.82%. The company had revenue of $131.07 million during the quarter.

Institutional Investors Weigh In On CVR Partners

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. JPMorgan Chase & Co. purchased a new position in CVR Partners during the second quarter worth approximately $16,516,000. Oxbow Advisors LLC increased its stake in shares of CVR Partners by 2,439.6% in the 4th quarter. Oxbow Advisors LLC now owns 66,030 shares of the basic materials company’s stock worth $6,768,000 after acquiring an additional 63,430 shares during the last quarter. Natixis purchased a new position in shares of CVR Partners during the 2nd quarter worth $4,442,000. ING Groep NV raised its holdings in shares of CVR Partners by 156.9% during the 4th quarter. ING Groep NV now owns 50,100 shares of the basic materials company’s stock worth $5,135,000 after acquiring an additional 30,600 shares during the period. Finally, GraniteShares Advisors LLC acquired a new position in shares of CVR Partners during the 4th quarter valued at about $2,876,000. Institutional investors and hedge funds own 43.83% of the company’s stock.

Key CVR Partners News

Here are the key news stories impacting CVR Partners this week:

• Positive Sentiment: Management says reliability projects are progressing and is targeting 95%–100% ammonia utilization in Q1 2026, which should raise production and revenue run‑rate if achieved. Article Title
• Neutral Sentiment: The company declared a quarterly dividend of $0.37 per share (record March 2, payable March 9); this provides some income support but the yield (~1.4%) is modest and may not offset distribution concerns. Article Title
• Neutral Sentiment: Full earnings call transcript and management commentary are available — management framed the quarter as challenging but emphasized actions to restore reliability and future throughput. Read the call for details on timing and capital/reliability plans. Article Title
• Negative Sentiment: Q4 showed a ($0.97) EPS result and the company reduced its cash distribution, prompting valuation questions and downward pressure on the stock as investors reassess near‑term cash returns. Article Title
• Negative Sentiment: Market reaction: heightened volume and the share price trading below the 50‑day moving average indicate selling pressure after the earnings and distribution update; macro/commodity demand trends could amplify volatility. Article Title

CVR Partners Company Profile

CVR Partners, L.P. (NYSE: UAN) is a publicly traded master limited partnership focused on the production and marketing of nitrogen fertilizer products. Headquartered in Sugar Land, Texas, the partnership owns and operates two nitrogen fertilizer plants in Coffeyville, Kansas, where it manufactures ammonia, granular urea, and urea ammonium nitrate (UAN) solutions. These products are essential nutrients for a wide range of row and specialty crops, helping growers optimize yield and soil fertility across diverse agricultural applications.

The partnership’s operations center on two integrated facilities connected by pipeline, rail and trucking infrastructure, enabling efficient logistics and year-round production.