Oxbow Advisors LLC Increases Stock Position in CVR Partners, LP $UAN

Oxbow Advisors LLC lifted its position in shares of CVR Partners, LP (NYSE:UAN) by 2,439.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 66,030 shares of the basic materials company’s stock after buying an additional 63,430 shares during the period. Oxbow Advisors LLC’s holdings in CVR Partners were worth $6,768,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in UAN. Luken Investment Analytics LLC acquired a new position in CVR Partners in the fourth quarter valued at $41,000. Root Financial Partners LLC acquired a new stake in CVR Partners during the third quarter worth about $54,000. BNP Paribas Financial Markets increased its stake in CVR Partners by 1,888.6% during the second quarter. BNP Paribas Financial Markets now owns 875 shares of the basic materials company’s stock worth $78,000 after acquiring an additional 831 shares during the last quarter. State of Wyoming raised its holdings in shares of CVR Partners by 41.9% in the 3rd quarter. State of Wyoming now owns 2,054 shares of the basic materials company’s stock worth $185,000 after purchasing an additional 607 shares during the period. Finally, Bessemer Group Inc. acquired a new position in shares of CVR Partners in the 3rd quarter valued at about $214,000. 43.83% of the stock is owned by hedge funds and other institutional investors.

CVR Partners Stock Down 1.1%

Shares of CVR Partners stock opened at $125.88 on Friday. CVR Partners, LP has a twelve month low of $80.01 and a twelve month high of $139.50. The stock has a market cap of $1.33 billion, a price-to-earnings ratio of 10.95 and a beta of 0.16. The company has a current ratio of 2.75, a quick ratio of 1.86 and a debt-to-equity ratio of 1.83. The company has a fifty day moving average price of $125.63 and a 200 day moving average price of $109.70.

CVR Partners (NYSE:UAN) last issued its quarterly earnings data on Wednesday, April 29th. The basic materials company reported $4.72 EPS for the quarter. CVR Partners had a return on equity of 40.08% and a net margin of 18.89%.The company had revenue of $180.05 million for the quarter.

CVR Partners Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, May 18th. Investors of record on Monday, May 11th will be issued a dividend of $4.00 per share. This represents a $16.00 annualized dividend and a dividend yield of 12.7%. The ex-dividend date is Monday, May 11th. This is an increase from CVR Partners’s previous quarterly dividend of $0.37. CVR Partners’s dividend payout ratio (DPR) is 12.87%.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on UAN shares. Weiss Ratings cut CVR Partners from a “buy (b-)” rating to a “hold (c)” rating in a report on Thursday, February 19th. Wall Street Zen upgraded shares of CVR Partners from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. One analyst has rated the stock with a Hold rating, According to data from MarketBeat, the stock has a consensus rating of “Hold”.

CVR Partners 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.