CVR Partners (NYSE:UAN) Stock Price Down 5.1% – Should You Sell?

CVR Partners, LP (NYSE:UAN)’s share price was down 5.1% during mid-day trading on Friday . The stock traded as low as $106.54 and last traded at $102.4850. Approximately 649 shares traded hands during trading, a decline of 98% from the average daily volume of 33,497 shares. The stock had previously closed at $107.99.

Key Stories Impacting CVR Partners

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

Wall Street Analysts Forecast Growth

UAN has been the topic of several research analyst reports. Weiss Ratings lowered shares of CVR Partners from a “buy (b-)” rating to a “hold (c)” rating in a research report on Thursday. Wall Street Zen lowered shares of CVR Partners from a “strong-buy” rating to a “hold” rating in a research note on Saturday. One research analyst has rated the stock with a Hold rating, According to MarketBeat, the stock currently has an average rating of “Hold”.

CVR Partners Price Performance

The firm has a market capitalization of $1.73 billion, a price-to-earnings ratio of 10.82 and a beta of 0.66. The company’s 50 day moving average is $105.39 and its 200 day 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 (NYSE:UAN) last posted its quarterly earnings data on Wednesday, February 18th. The basic materials company reported ($0.97) earnings per share (EPS) for the quarter. CVR Partners had a net margin of 16.28% and a return on equity of 32.82%. The business had revenue of $131.07 million during the quarter.

CVR Partners Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, March 9th. Investors of record on Monday, March 2nd will be given a dividend of $0.37 per share. The ex-dividend date of this dividend is Monday, March 2nd. This represents a $1.48 dividend on an annualized basis and a yield of 1.5%. CVR Partners’s dividend payout ratio is currently 172.16%.

Hedge Funds Weigh In On CVR Partners

Several hedge funds and other institutional investors have recently added to or reduced their stakes in UAN. Luken Investment Analytics LLC acquired a new stake in shares of CVR Partners during the 4th quarter worth $41,000. Root Financial Partners LLC acquired a new stake in CVR Partners during the third quarter worth about $54,000. NewEdge Advisors LLC grew its stake in CVR Partners by 33.3% during the fourth quarter. NewEdge Advisors LLC now owns 557 shares of the basic materials company’s stock worth $57,000 after buying an additional 139 shares in the last quarter. BNP Paribas Financial Markets increased its holdings in CVR Partners by 1,888.6% in the 2nd quarter. BNP Paribas Financial Markets now owns 875 shares of the basic materials company’s stock valued at $78,000 after buying an additional 831 shares during the period. Finally, Tucker Asset Management LLC acquired a new position in shares of CVR Partners in the 4th quarter valued at approximately $100,000. 43.83% of the stock is owned by institutional investors and hedge funds.

About CVR Partners

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.