CVR Energy Ownership

CVI Stock  USD 28.55  0.30  1.04%   
CVR Energy retains a total of 100.53 Million outstanding shares. The majority of CVR Energy outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to acquire positions in CVR Energy to benefit from reduced commissions. Therefore, institutional investors are subject to a different set of regulations than regular investors in CVR Energy. Please pay attention to any change in the institutional holdings of CVR Energy as this could imply that something significant has changed or is about to change at the company. Please note that on February 3, 2020, Representative Virginia Foxx of US Congress acquired under $15k worth of CVR Energy's common stock.
 
Shares in Circulation  
First Issued
2006-03-31
Previous Quarter
100.5 M
Current Value
100.5 M
Avarage Shares Outstanding
90.7 M
Quarterly Volatility
6.7 M
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as CVR Energy in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of CVR Energy, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
As of now, CVR Energy's Dividend Yield is decreasing as compared to previous years. The CVR Energy's current Dividend Paid And Capex Coverage Ratio is estimated to increase to 5.21, while Dividends Paid is projected to decrease to under 315 M. The CVR Energy's current Net Income Applicable To Common Shares is estimated to increase to about 437.5 M, while Common Stock Shares Outstanding is projected to decrease to under 99.5 M.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in CVR Energy. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in real.
For more detail on how to invest in CVR Stock please use our How to Invest in CVR Energy guide.

CVR Stock Ownership Analysis

About 100.0% of the company shares are held by institutions such as insurance companies. The book value of CVR Energy was currently reported as 8.74. The company recorded earning per share (EPS) of 6.52. CVR Energy last dividend was issued on the 10th of May 2024. CVR Energy, Inc., together with its subsidiaries, engages in the petroleum refining and nitrogen fertilizer manufacturing activities in the United States. The company was founded in 1906 and is headquartered in Sugar Land, Texas. Cvr Energy operates under Oil Gas Refining Marketing classification in the United States and is traded on New York Stock Exchange. It employs 1429 people. For more info on CVR Energy please contact David Lamp at 281 207 3200 or go to https://www.cvrenergy.com.
Besides selling stocks to institutional investors, CVR Energy also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different CVR Energy's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align CVR Energy's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

CVR Energy Quarterly Liabilities And Stockholders Equity

4.09 Billion

CVR Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as CVR Energy is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading CVR Energy backward and forwards among themselves. CVR Energy's institutional investor refers to the entity that pools money to purchase CVR Energy's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Two Sigma Investments Llc2023-12-31
849 K
Arrowstreet Capital Limited Partnership2023-12-31
801.9 K
Geode Capital Management, Llc2023-12-31
676.7 K
Charles Schwab Investment Management Inc2023-12-31
554.8 K
Morgan Stanley - Brokerage Accounts2023-12-31
551.8 K
Ameriprise Financial Inc2023-12-31
536.4 K
American Century Companies Inc2023-12-31
494.7 K
Deutsche Bank Ag2023-12-31
451.9 K
Cambria Investment Management, L.p.
449.3 K
Icahn Carl C2023-12-31
66.7 M
Blackrock Inc2023-12-31
6.4 M
Note, although CVR Energy's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

CVR Energy Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific CVR Energy insiders, such as employees or executives, is commonly permitted as long as it does not rely on CVR Energy's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases CVR Energy insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

CVR Energy Outstanding Bonds

CVR Energy issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. CVR Energy uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most CVR bonds can be classified according to their maturity, which is the date when CVR Energy has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

CVR Energy Corporate Filings

10Q
30th of April 2024
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
ViewVerify
8K
29th of April 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
17th of April 2024
Other Reports
ViewVerify
13A
5th of April 2024
An amended filing to the original Schedule 13G
ViewVerify

CVR Energy Investors Sentiment

The influence of CVR Energy's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in CVR. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to CVR Energy's public news can be used to forecast risks associated with an investment in CVR. The trend in average sentiment can be used to explain how an investor holding CVR can time the market purely based on public headlines and social activities around CVR Energy. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
CVR Energy's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for CVR Energy's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average CVR Energy's news discussions. The higher the estimated score, the more favorable is the investor's outlook on CVR Energy.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards CVR Energy in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, CVR Energy's short interest history, or implied volatility extrapolated from CVR Energy options trading.

Pair Trading with CVR Energy

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if CVR Energy position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in CVR Energy will appreciate offsetting losses from the drop in the long position's value.

Moving together with CVR Stock

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Moving against CVR Stock

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The ability to find closely correlated positions to CVR Energy could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace CVR Energy when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back CVR Energy - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling CVR Energy to buy it.
The correlation of CVR Energy is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as CVR Energy moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if CVR Energy moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for CVR Energy can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
When determining whether CVR Energy offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of CVR Energy's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Cvr Energy Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Cvr Energy Stock:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in CVR Energy. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in real.
For more detail on how to invest in CVR Stock please use our How to Invest in CVR Energy guide.
You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.

Complementary Tools for CVR Stock analysis

When running CVR Energy's price analysis, check to measure CVR Energy's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy CVR Energy is operating at the current time. Most of CVR Energy's value examination focuses on studying past and present price action to predict the probability of CVR Energy's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move CVR Energy's price. Additionally, you may evaluate how the addition of CVR Energy to your portfolios can decrease your overall portfolio volatility.
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Is CVR Energy's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of CVR Energy. If investors know CVR will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about CVR Energy listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.58)
Dividend Share
2
Earnings Share
6.52
Revenue Per Share
87.801
Quarterly Revenue Growth
(0.18)
The market value of CVR Energy is measured differently than its book value, which is the value of CVR that is recorded on the company's balance sheet. Investors also form their own opinion of CVR Energy's value that differs from its market value or its book value, called intrinsic value, which is CVR Energy's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because CVR Energy's market value can be influenced by many factors that don't directly affect CVR Energy's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between CVR Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine if CVR Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, CVR Energy's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.