Insider Purchase: 10% owner at $UAN (UAN) Buys 921 Shares
Insider Trading Activity: Carl C. Icahn increased his stake in $UAN by purchasing 921 shares, bringing his total holdings to 169,654 shares, with all recent insider trades being purchases.
Institutional Investor Movements: In the last quarter, 19 institutional investors bought shares of $UAN while 28 reduced their positions, indicating mixed sentiment among larger investors.
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CVR Partners to Release Q4 2025 Earnings on February 18
- Earnings Release Schedule: CVR Partners plans to release its fourth quarter 2025 earnings after the market closes on February 18, providing critical financial data and future outlook to help investors assess the company's performance.
- Teleconference Details: The company will host a teleconference on February 19 at 11 a.m. to discuss the earnings report, allowing investors to participate by dialing (800) 715-9871, which will include forward-looking information to enhance transparency.
- Webcast Access: The teleconference will be webcast live on CVR Partners' Investor Relations section, enabling investors to access real-time information and improving communication convenience with the company.
- Production Capacity Overview: CVR Partners' facility in Texas has the capacity to produce 1,300 tons of ammonia and 3,100 tons of UAN per day, showcasing its strong production capabilities and competitive position in the nitrogen fertilizer market.
CVR Energy Shares Plunge Nearly 10% After Disappointing Earnings Report
- Disappointing Earnings Forecast: CVR Energy anticipates a net loss attributable to shareholders between $105 million and $125 million for Q4 2025, a stark decline from a net profit of $28 million in the same quarter of 2024, indicating a significant deterioration in profitability.
- Declining Refining Output: The reported refining throughput of 210,000 to 220,000 barrels per day is slightly lower than the 214,000 bpd in Q4 2024, reflecting ongoing production efficiency challenges that may impact future market competitiveness.
- Ammonia Utilization Rate Drop: The ammonia utilization rate for CVR Partners is expected to fall to 60% to 65%, down from 96% a year ago, which not only affects fertilizer production profitability but could also lead to a loss of market share.
- Ongoing Operational Challenges: Although issues at the Coffeyville plant have been resolved, the overall business remains under pressure, leading to diminished investor confidence and suggesting that stock investment should be avoided in the short term.
Two Materials Stocks That Could Cause You Concern This Quarter
O-I Glass Inc Performance: O-I Glass reported strong third-quarter earnings, raising its FY25 adjusted EPS guidance, with a recent stock price increase of 14.2% to $13.47 and an RSI value of 76, indicating it may be overbought.
CVR Partners LP Results: CVR Partners posted a significant increase in third-quarter EPS to $4.08, with a stock price rise of 1.1% to $99.11 and an RSI value of 73.8, suggesting it is also potentially overbought.
Momentum Indicator Explanation: The Relative Strength Index (RSI) is a momentum indicator that helps traders assess stock performance by comparing price strength on up days versus down days, with values above 70 indicating overbought conditions.
Market Context: As of November 6, 2025, both O-I Glass and CVR Partners are highlighted as overbought stocks in the materials sector, raising caution for momentum-focused investors.
CVR Partners (UAN) Third Quarter 2025 Earnings Call Transcript
Financial Performance: In Q3 2025, CVR Partners reported net sales of $164 million, net income of $43 million, and EBITDA of $71 million, with a distribution of $4.02 per common unit declared for unitholders.
Production and Market Conditions: The company achieved a 95% ammonia plant utilization rate, with UAN and ammonia prices increasing significantly due to tight inventory levels and high demand, while anticipating favorable market conditions into 2026.
Operational Updates: The planned turnaround at the Coffeyville facility is nearing completion, with ongoing projects aimed at improving production capacity and reliability, including utilizing natural gas and hydrogen as feedstocks.
Outlook and Challenges: Despite geopolitical tensions affecting the nitrogen fertilizer industry, the company remains optimistic about pricing and demand, while monitoring potential impacts from trade disputes and inventory levels in the agricultural sector.
CVR Partners reveals plans for capacity expansion in Coffeyville due to limited fertilizer supply
Financial Performance: CVR Partners reported Q3 2025 net sales of $164 million, net income of $43 million, and EBITDA of $71 million, with a distribution of $4.02 per common unit. The ammonia plant utilization was at 95%, despite some downtime.
Market Outlook: The CEO highlighted strong demand and reduced supply leading to significant price increases for UAN and ammonia, with expectations for favorable market conditions to persist into 2026, although potential tariffs on Russian imports pose risks.
Operational Updates: The company is undergoing a turnaround at the Coffeyville facility and plans a 35-day turnaround at East Dubuque in Q3 2026, with projects aimed at increasing ammonia production capacity by up to 8%.
Analyst Sentiment: Analysts maintained a neutral to slightly positive tone, focusing on project timelines and market dynamics, while management expressed increased confidence in operational reliability and market conditions compared to the previous quarter.
CVR Partners announces a dividend of $4.02
Dividend Declaration: CVR Partners (UAN) has announced a quarterly dividend of $4.02 per share, payable on November 17 to shareholders of record as of November 10, with an ex-dividend date also on November 10.
Financial Outlook: The company anticipates that higher prices and expanded production will enhance its earnings per share (EPS) forecast.
Market Position: Structural changes in the fertilizer markets are positioning CVR Partners as an attractive investment opportunity.
Investment Ratings: Seeking Alpha has provided a Quant Rating for CVR Partners, along with a detailed dividend scorecard and financial information.
CVR Partners to Release Q4 2025 Earnings on February 18
- Earnings Release Schedule: CVR Partners plans to release its fourth quarter 2025 earnings after the market closes on February 18, providing critical financial data and future outlook to help investors assess the company's performance.
- Teleconference Details: The company will host a teleconference on February 19 at 11 a.m. to discuss the earnings report, allowing investors to participate by dialing (800) 715-9871, which will include forward-looking information to enhance transparency.
- Webcast Access: The teleconference will be webcast live on CVR Partners' Investor Relations section, enabling investors to access real-time information and improving communication convenience with the company.
- Production Capacity Overview: CVR Partners' facility in Texas has the capacity to produce 1,300 tons of ammonia and 3,100 tons of UAN per day, showcasing its strong production capabilities and competitive position in the nitrogen fertilizer market.
CVR Energy Shares Plunge Nearly 10% After Disappointing Earnings Report
- Disappointing Earnings Forecast: CVR Energy anticipates a net loss attributable to shareholders between $105 million and $125 million for Q4 2025, a stark decline from a net profit of $28 million in the same quarter of 2024, indicating a significant deterioration in profitability.
- Declining Refining Output: The reported refining throughput of 210,000 to 220,000 barrels per day is slightly lower than the 214,000 bpd in Q4 2024, reflecting ongoing production efficiency challenges that may impact future market competitiveness.
- Ammonia Utilization Rate Drop: The ammonia utilization rate for CVR Partners is expected to fall to 60% to 65%, down from 96% a year ago, which not only affects fertilizer production profitability but could also lead to a loss of market share.
- Ongoing Operational Challenges: Although issues at the Coffeyville plant have been resolved, the overall business remains under pressure, leading to diminished investor confidence and suggesting that stock investment should be avoided in the short term.
Two Materials Stocks That Could Cause You Concern This Quarter
O-I Glass Inc Performance: O-I Glass reported strong third-quarter earnings, raising its FY25 adjusted EPS guidance, with a recent stock price increase of 14.2% to $13.47 and an RSI value of 76, indicating it may be overbought.
CVR Partners LP Results: CVR Partners posted a significant increase in third-quarter EPS to $4.08, with a stock price rise of 1.1% to $99.11 and an RSI value of 73.8, suggesting it is also potentially overbought.
Momentum Indicator Explanation: The Relative Strength Index (RSI) is a momentum indicator that helps traders assess stock performance by comparing price strength on up days versus down days, with values above 70 indicating overbought conditions.
Market Context: As of November 6, 2025, both O-I Glass and CVR Partners are highlighted as overbought stocks in the materials sector, raising caution for momentum-focused investors.
CVR Partners (UAN) Third Quarter 2025 Earnings Call Transcript
Financial Performance: In Q3 2025, CVR Partners reported net sales of $164 million, net income of $43 million, and EBITDA of $71 million, with a distribution of $4.02 per common unit declared for unitholders.
Production and Market Conditions: The company achieved a 95% ammonia plant utilization rate, with UAN and ammonia prices increasing significantly due to tight inventory levels and high demand, while anticipating favorable market conditions into 2026.
Operational Updates: The planned turnaround at the Coffeyville facility is nearing completion, with ongoing projects aimed at improving production capacity and reliability, including utilizing natural gas and hydrogen as feedstocks.
Outlook and Challenges: Despite geopolitical tensions affecting the nitrogen fertilizer industry, the company remains optimistic about pricing and demand, while monitoring potential impacts from trade disputes and inventory levels in the agricultural sector.
CVR Partners reveals plans for capacity expansion in Coffeyville due to limited fertilizer supply
Financial Performance: CVR Partners reported Q3 2025 net sales of $164 million, net income of $43 million, and EBITDA of $71 million, with a distribution of $4.02 per common unit. The ammonia plant utilization was at 95%, despite some downtime.
Market Outlook: The CEO highlighted strong demand and reduced supply leading to significant price increases for UAN and ammonia, with expectations for favorable market conditions to persist into 2026, although potential tariffs on Russian imports pose risks.
Operational Updates: The company is undergoing a turnaround at the Coffeyville facility and plans a 35-day turnaround at East Dubuque in Q3 2026, with projects aimed at increasing ammonia production capacity by up to 8%.
Analyst Sentiment: Analysts maintained a neutral to slightly positive tone, focusing on project timelines and market dynamics, while management expressed increased confidence in operational reliability and market conditions compared to the previous quarter.
CVR Partners announces a dividend of $4.02
Dividend Declaration: CVR Partners (UAN) has announced a quarterly dividend of $4.02 per share, payable on November 17 to shareholders of record as of November 10, with an ex-dividend date also on November 10.
Financial Outlook: The company anticipates that higher prices and expanded production will enhance its earnings per share (EPS) forecast.
Market Position: Structural changes in the fertilizer markets are positioning CVR Partners as an attractive investment opportunity.
Investment Ratings: Seeking Alpha has provided a Quant Rating for CVR Partners, along with a detailed dividend scorecard and financial information.
