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CVR Partners is a compelling buy, benefiting from the Iran conflict's fertilizer supply shock and soaring nitrogen prices. UAN's U.S.-based plants avoid geopolitical chokepoints, positioning the company for strong Q1 and 2026 distributions amid global disruptions. My base case estimates a 2026 forward yield of ~13% ($16/unit), with upside if supply shocks persist; the near-term price target is $150.

As of March 9, 2026, three stocks in the materials sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.

CVR Partners plants are now operating normally after excessive Q4 downtime, driven by third-party air separation unit issues at Coffeyville. Despite the Q4 setback, CVRP expects strong 2026 distributions, targeting $5 per quarter for the remaining three quarters, implying a 14% yield. Operational reliability, particularly at Coffeyville, and ongoing capital projects for feedstock flexibility and DEF expansion support continued healthy distributions.

CVR Partners, LP Common Units (UAN) Q4 2025 Earnings Call Transcript

SUGAR LAND, Texas--(BUSINESS WIRE)--CVR Partners, LP (NYSE: UAN), a manufacturer of ammonia and urea ammonium nitrate (“UAN”) solution fertilizer products, announced that its Annual Report on Form 10-K for the fiscal year ended December 31, 2025, was filed today with the Securities and Exchange Commission and can be viewed on its website at www.CVRPartners.com by selecting the “SEC Filings” link. Upon written request, unitholders may receive, free of charge, a printed copy of the Annual Report.

SUGAR LAND, Texas--(BUSINESS WIRE)--CVR Partners, LP (“CVR Partners” or the “Partnership”) (NYSE: UAN), a manufacturer of ammonia and urea ammonium nitrate (“UAN”) solution fertilizer products, today announced net loss of $10 million, or 97 cents per common unit, and EBITDA of $20 million on net sales of $131 million for the fourth quarter of 2025, compared to net income of $18 million, or $1.73 per common unit, and EBITDA of $50 million on net sales of $140 million for the fourth quarter of 20.

SUGAR LAND, Texas--(BUSINESS WIRE)--CVR Partners, LP (NYSE: UAN), a manufacturer of ammonia and urea ammonium nitrate (UAN) solution fertilizer products, plans to release its fourth quarter 2025 earnings results on Wednesday, February 18, after the close of trading on the New York Stock Exchange. The Partnership also will host a teleconference call on Thursday, February 19, at 11 a.m. Eastern to discuss these results. This call, which will contain forward-looking information, will be webcast li.