US · Energy · Oil & Gas Refining & Marketing
EPS came in at 4.00 against a street estimate of 3.09 — a beat of 29.4%.
Analysts rate CVR Energy Inc a sell (0 buy, 2 hold, 4 sell out of 6) with an average price target of $48.00.
CONFIDENT CVR posted strong Q2 with 98% crude utilization, $46M net income, and $0.10/share dividend. Geopolitical tensions boosted refining and fertilizer margins. Management targeting $1B debt reduction while pursuing accretive growth. Q2 2026 Not separately disclosed; focus on Mid-Con refining and national fertilizer markets. Analysts pressed on M&A timing (citing attractive refining valuations post-geopolitical repricing), RFS compliance risk (EPA delinquency), and hedge losses. Management reaffirmed debt reduction priority, stressed EPA must act on RIN shortage, and defended early layering of hedges as opportune given conflict timing. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| ICAHN CARL C | 70.83% |
| BlackRock Inc | 5.17% |
| State Street Corp | 2.14% |
| Vanguard Portfolio Management, LLC | 2.07% |
| Dimensional Fund Advisors, Inc. | 2.04% |
| Vanguard Capital Management, LLC | 1.35% |
| Allianz Asset Management AG | 0.94% |
| Jane Street Group LLC | 0.88% |
| Document | Date |
|---|---|
| Material agreement · Q4 2026 HEADLINE NUMBERS • CVR Energy issued and sold 10,515,248 common shares at $47.55 per share. • The offering generated approximately $490.0 million in | 2026-11-05 |
| Quarterly report · Q3 2026 HEADLINE NUMBERS • For the nine months ended September 30, 2026, net sales were $8,000 million, up from $5,352 million in the same period of 2025. • | 2026-11-03 |
| Company announcement · Q4 2026 BUSINESS & SEGMENT HIGHLIGHTS • CVR Energy entered into a definitive agreement to acquire Marathon Petroleum’s Saint Paul Park, Minnesota and Mandan, | 2026-11-03 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 net income attributable to CVR Energy stockholders was $570 million, or $5.67 per diluted share, compared with | 2026-11-03 |
| Material agreement · Q4 2026 HEADLINE NUMBERS • CVR Energy agreed to acquire Marathon Petroleum-related assets for a base cash price of $4,200 million, subject to closing adjustm | 2026-11-03 |
| Reg FD disclosure · Q3 2026 CVR ENERGY, INC. – FORM 8-K SUMMARY September 8, 2026 --- OTHER NOTABLE POINTS • Company: CVR Energy, Inc., a Delaware corporation incorporated for | 2026-09-08 |
| Quarterly report · Q2 2026 CVR ENERGY, INC. - QUARTERLY REPORT SUMMARY HEADLINE NUMBERS • Net sales for six months ended June 30, 2026: $4,718 million (vs. $3,407 million in 2 | 2026-07-29 |
| Results announced · Q3 2026 CVR ENERGY Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net loss attributable to CVR Energy stockholders: $3 million ($0.03 per diluted share) for Q2 | 2026-07-29 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.10 / share ex-date Nov 16, 2026 · pay Nov 23, 2026 | 2026-11-16 |
| Dividend | $0.10 / share ex-date Aug 10, 2026 · pay Aug 17, 2026 | 2026-08-10 |
| Dividend | $0.10 / share ex-date May 11, 2026 · pay May 18, 2026 | 2026-05-11 |
| Dividend | $0.37 / share ex-date Mar 2, 2026 · pay Mar 9, 2026 | 2026-03-02 |
| Announcement | Date |
|---|---|
| Company announced agreement to acquire target assets CVR Energy announced an agreement to acquire certain target assets and plans to finance the transaction by issuing Commercial Investor Shares and IEP Preferred Stock in private, unregistered | 2026-11-03 |
| Agreement to acquire Marathon’s Saint Paul Park and Mandan refineries CVR Energy filed financial information related to its planned acquisition of Marathon Petroleum’s Saint Paul Park, Minnesota, and Mandan, North Dakota refineries, plus the associated marketi | 2026-11-03 |
| 2026 preliminary capital expenditure outlook and debt prepayment announced CVR Energy announced on January 5, 2026, that it prepaid $75 million in principal on its senior secured term loan on December 31, 2025. This reduces the company's total outstanding debt on t | 2026-01-05 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.