Healthcare of Ontario Pension Plan Trust Fund Sells 364,204 Shares of CVR Energy Inc. $CVI

Healthcare of Ontario Pension Plan Trust Fund decreased its position in shares of CVR Energy Inc. (NYSE:CVI) by 77.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 105,684 shares of the oil and gas company’s stock after selling 364,204 shares during the period. Healthcare of Ontario Pension Plan Trust Fund’s holdings in CVR Energy were worth $3,556,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also added to or reduced their stakes in CVI. Vanguard Group Inc. lifted its stake in CVR Energy by 3.0% during the fourth quarter. Vanguard Group Inc. now owns 3,705,809 shares of the oil and gas company’s stock worth $94,276,000 after purchasing an additional 106,906 shares during the last quarter. Dimensional Fund Advisors LP raised its holdings in shares of CVR Energy by 16.1% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,908,062 shares of the oil and gas company’s stock worth $64,220,000 after buying an additional 265,013 shares in the last quarter. State Street Corp lifted its position in shares of CVR Energy by 2.6% during the 4th quarter. State Street Corp now owns 1,779,701 shares of the oil and gas company’s stock worth $45,276,000 after buying an additional 45,603 shares during the last quarter. Jacobs Levy Equity Management Inc. boosted its stake in CVR Energy by 33.9% in the third quarter. Jacobs Levy Equity Management Inc. now owns 1,364,250 shares of the oil and gas company’s stock valued at $49,768,000 after buying an additional 345,758 shares in the last quarter. Finally, Renaissance Technologies LLC grew its position in CVR Energy by 31.6% in the fourth quarter. Renaissance Technologies LLC now owns 1,167,184 shares of the oil and gas company’s stock valued at $29,693,000 after acquiring an additional 280,300 shares during the last quarter. 98.88% of the stock is owned by institutional investors.

Key CVR Energy News

Here are the key news stories impacting CVR Energy this week:

• Positive Sentiment: Adjusted earnings and revenue beat expectations. CVR Energy reported second-quarter adjusted EPS of $0.34, above estimates ranging from $0.18 to $0.26, compared with an adjusted loss of $0.23 a year earlier. Revenue increased 55.5% year over year to $2.74 billion, exceeding the $2.22 billion consensus estimate. CVR Energy Q2 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Both major operating segments were profitable. The petroleum segment generated $12 million in net income, while the nitrogen fertilizer segment contributed $78 million. Adjusted EBITDA was $209 million, refinery utilization reached 98.4%, and throughput totaled approximately 213,000 barrels per day. CVR Energy Reports Second Quarter 2026 Results
• Positive Sentiment: CVR declared a quarterly dividend of $0.10 per share. The dividend is payable August 17 to shareholders of record August 10, providing continued income support with an indicated annualized yield of roughly 1.1%. CVR Energy Posts Strong Q2 Results, Declares Dividend
• Positive Sentiment: Options activity was unusually bullish. Investors purchased 7,414 call options, nearly four times the average volume. This may reflect expectations for additional upside, although options activity alone does not guarantee future performance.
• Neutral Sentiment: CVR Energy ended the quarter with $737 million in cash. Investors can review management’s outlook and commentary in the Q2 2026 Earnings Call Transcript.
• Negative Sentiment: GAAP results remained weak. CVR posted a $3 million attributable net loss, or $0.03 per share, despite the adjusted profit. The company also carries elevated leverage, which could increase sensitivity to refining margins, fertilizer prices and energy-market volatility.

Wall Street Analyst Weigh In

A number of research firms have recently commented on CVI. Mizuho dropped their target price on shares of CVR Energy from $35.00 to $28.00 and set an “underperform” rating for the company in a report on Tuesday, July 7th. Tudor Pickering downgraded shares of CVR Energy from a “hold” rating to a “sell” rating in a report on Thursday, June 4th. The Goldman Sachs Group started coverage on CVR Energy in a research note on Friday, April 10th. They issued a “sell” rating and a $30.00 price target for the company. UBS Group restated a “neutral” rating and set a $35.00 price objective on shares of CVR Energy in a research report on Monday, June 29th. Finally, Scotiabank upped their target price on CVR Energy from $25.00 to $28.00 and gave the stock a “sector underperform” rating in a report on Wednesday, April 22nd. Two research analysts have rated the stock with a Hold rating and six have issued a Sell rating to the company’s stock. According to data from MarketBeat, CVR Energy has an average rating of “Strong Sell” and an average price target of $30.25.

CVR Energy Stock Up 10.6%

Shares of NYSE CVI opened at $38.31 on Friday. The company has a 50 day simple moving average of $31.49 and a 200 day simple moving average of $29.43. The company has a debt-to-equity ratio of 2.41, a current ratio of 1.44 and a quick ratio of 0.89. CVR Energy Inc. has a 1 year low of $19.62 and a 1 year high of $41.67. The firm has a market cap of $3.85 billion, a PE ratio of 56.33 and a beta of 0.83.

CVR Energy (NYSE:CVI) last posted its earnings results on Wednesday, July 29th. The oil and gas company reported $0.34 earnings per share for the quarter, topping analysts’ consensus estimates of $0.26 by $0.08. CVR Energy had a net margin of 0.81% and a negative return on equity of 14.58%. The firm had revenue of $2.74 billion for the quarter, compared to analyst estimates of $2.22 billion. During the same period in the previous year, the firm posted ($0.23) EPS. The company’s revenue for the quarter was up 55.5% compared to the same quarter last year. On average, research analysts forecast that CVR Energy Inc. will post -0.21 EPS for the current year.

CVR Energy Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, August 17th. Investors of record on Monday, August 10th will be issued a $0.10 dividend. This represents a $0.40 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Monday, August 10th. CVR Energy’s dividend payout ratio is presently -93.02%.

CVR Energy Company Profile

CVR Energy, Inc is an independent downstream energy company engaged primarily in petroleum refining and nitrogen fertilizer production in the United States. Headquartered in Sugar Land, Texas, CVR Energy operates through two reportable segments—Petroleum Products and Nitrogen Fertilizers—leveraging its refining expertise and distribution network to serve both wholesale and retail markets across key regions in the U.S.

In its Petroleum Products segment, the company owns and operates the Coffeyville, Kansas refinery, which has the capability to process various grades of crude oil into gasoline, diesel, jet fuel and other refined products.