CVR Energy, Inc.

NYSE:CVI 주식 리포트

시가총액: US$2.9b

CVR Energy 경영진

경영진 기준 점검 2/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Dane Neumann

최고경영자

US$2.2m

총 보수

CEO 급여 비율25.67%
CEO 재임 기간less than a year
CEO 지분 보유율n/a
경영진 평균 재임 기간4.7yrs
이사회 평균 재임 기간2.3yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha Jul 02

CVR Energy: Refining Margin Benefits Are Underpriced

Summary CVR Energy remains undervalued despite sector tailwinds, with shares offering 25% upside and a 'Buy' rating reaffirmed. Crack spreads are exceptionally wide, driving windfall profits, but CVI's hedging strategy has limited near-term upside versus peers. Balance sheet repair is progressing, with gross debt expected to reach the $1 billion target by year-end and a cautious dividend reinstated. Regulatory relief on renewable fuel waivers is a key earnings lever, potentially boosting run-rate free cash flow to ~$300 million. Read the full article on Seeking Alpha
내러티브 업데이트 Jun 28

CVI: Higher Crack Assumptions And CEO Transition Will Support Future Upside

The analyst price target for CVR Energy has moved from $27.67 to $31.00 as analysts factor in updated oil price and refining crack assumptions, along with revised earnings and P/E expectations. Analyst Commentary Recent research on CVR Energy reflects a split view, with some analysts focusing on higher commodity assumptions and others emphasizing valuation risk and execution challenges.
내러티브 업데이트 Jun 14

CVI: Elevated Oil And Crack Assumptions Will Restrict Future Share Returns

Narrative Update The updated analyst fair value for CVR Energy has moved from $25.00 to $27.00 as analysts factor in higher oil and refining crack assumptions. This is reflected in a higher future P/E and slightly lower projected margins and revenue growth, alongside recent price target increases and rating changes across the Street.
내러티브 업데이트 May 31

CVI: Higher Oil And Crack Assumptions Will Shape Mixed Future Returns

Analysts have lifted their price target on CVR Energy to $35, supported by updated assumptions that include a higher discount rate, an adjusted revenue growth outlook, stronger profit margin expectations, and a lower future P/E multiple tied to revised oil and refining crack forecasts. Analyst Commentary Recent research points to a mixed but increasingly engaged view on CVR Energy, with price targets moving higher even where ratings remain cautious.
내러티브 업데이트 May 04

CVI: Higher Long Term Oil Outlook And Mixed Sentiment Will Shape Future Returns

Analysts have lifted their average price target for CVR Energy by $3, citing updated oil price assumptions and mixed but generally recalibrated views across recent research coverage. Analyst Commentary Recent research shows a mix of views on CVR Energy, but there is a clear cluster of bullish analysts who are leaning more constructive on the stock, particularly as assumptions for future oil prices are updated.
내러티브 업데이트 Apr 18

CVI: Higher Oil Price Outlook Will Support Future Earnings Upside

Narrative Update on CVR Energy The analyst price target for CVR Energy has been revised to $35.00. This reflects updated assumptions around a lower discount rate, slightly stronger revenue growth and profit margin inputs, and a modestly lower future P/E multiple as analysts factor in recent sector research and mixed rating actions.
내러티브 업데이트 Apr 04

CVI: Elevated 2026 Oil Assumptions Will Pressure Future Returns

Narrative Update Overview The updated analyst fair value for CVR Energy has shifted from $17.00 to $25.00, reflecting analysts' revised oil price assumptions, slightly less severe revenue decline expectations, improved profit margin estimates, and a higher assumed future P/E multiple following recent price target changes from firms covering the stock. Analyst Commentary Recent Street research on CVR Energy shows a mix of cautious and skeptical views even as some targets move higher.
내러티브 업데이트 Mar 21

CVI: Elevated Oil Assumptions Will Pressure Future Returns

Narrative Update on CVR Energy The updated fair value estimate for CVR Energy moves to $17.00 from $19.00, reflecting analysts' adjustments to price targets in the $25.00 to $32.00 range and their evolving views on oil price expectations and company fundamentals. Analyst Commentary Recent Street research around CVR Energy is cautious, even where headline price targets appear supportive.
내러티브 업데이트 Mar 07

CVI: Revised Earnings Framework And New CEO Will Support Future Upside

Analysts have reduced their price target on CVR Energy by $1 to reflect revised views on discount rates, revenue growth, profit margins and future P/E assumptions, while maintaining their fair value estimate at $35.00. Analyst Commentary Street research on CVR Energy in recent days has focused on fine tuning discount rates, revenue expectations, margins and future P/E assumptions, which led to the modest US$1 reduction in published price targets while leaving a US$35.00 fair value view intact.
내러티브 업데이트 Feb 21

CVI: New Leadership And Earnings Execution Will Support Future Upside Potential

Analysts trimmed their price target on CVR Energy by $1, keeping fair value estimates steady while modestly adjusting assumptions around the discount rate, revenue growth, profit margin, and future P/E to reflect updated views on the business. Analyst Commentary Recent Street research on CVR Energy has centered on fine tuning price targets rather than making wholesale changes to fundamental views, with a couple of closely watched reports cutting targets by $1 while leaving broader valuation frameworks largely intact.
내러티브 업데이트 Feb 06

CVI: Cost Discipline And New Leadership Will Support Future Upside Potential

Analysts have raised their price target for CVR Energy from US$34.87 to US$35.00, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent Street research on CVR Energy has included adjustments to price targets that reflect refreshed views on discount rates, revenue expectations, profit margins and assumed P/E multiples.
내러티브 업데이트 Jan 22

CVI: Cost Discipline And Deleveraging Will Drive Future Upside Potential

Analysts reduced their price target on CVR Energy to about US$34.87 from US$35.00, citing updated assumptions around growth, profitability and valuation multiples reflected in recent research commentary. Analyst Commentary Bullish Takeaways Bullish analysts view the revised price target near US$34.87 as still supportive of the current valuation framework.
내러티브 업데이트 Jan 07

CVI: Deleveraging Progress And Dividend Reinstatement Prospects Will Support Future Upside

Analysts have nudged their target for CVR Energy higher to a range of about $25 to $26, citing updated assumptions around deleveraging progress, the potential for a dividend reinstatement, and sector wide revisions across U.S. refiners and integrated names. Analyst Commentary Recent Street research offers a mixed read on CVR Energy, with price targets clustered around the mid $20s and a clear focus on balance sheet progress and income potential.
분석 기사 Dec 31

CVR Energy, Inc. (NYSE:CVI) Looks Inexpensive After Falling 27% But Perhaps Not Attractive Enough

The CVR Energy, Inc. ( NYSE:CVI ) share price has fared very poorly over the last month, falling by a substantial 27...
내러티브 업데이트 Dec 22

CVI: Dividend Reinstatement And Deleveraging Will Drive Future Upside Potential

The analyst price target for CVR Energy has been raised to $35 from $27, reflecting analysts' expectations for sector tailwinds, improving profitability, and the potential reinstatement of the dividend. Analyst Commentary Bullish analysts have become more constructive on CVR Energy's outlook, lifting price targets in response to improving sector fundamentals and company specific catalysts.
분석 기사 Dec 12

Is CVR Energy (NYSE:CVI) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
내러티브 업데이트 Dec 08

CVI: Dividend Reinstatement Hopes Will Face Persistent Refining Margin Uncertainty

We are modestly increasing our analyst price target for CVR Energy to approximately $27.70 per share, reflecting analysts' higher sector-wide forecasts and expectations for improving refining margins, gradual deleveraging, and a potential dividend reinstatement, despite generally cautious stock ratings. Analyst Commentary Street research on CVR Energy has turned incrementally more constructive on valuation, with multiple firms lifting price targets while maintaining generally cautious stock ratings.
내러티브 업데이트 Nov 24

CVI: Dividend Reinstatement Hopes Will Remain Under Pressure From Margin Concerns

Analysts have raised their price targets for CVR Energy, with notable increases up to $37. They cite sector tailwinds, expectations for improved profitability, and the potential for a dividend reinstatement.
내러티브 업데이트 Nov 09

CVI: Margin Uncertainty Will Weigh On Dividend Reinstatement Hopes

Analysts have modestly lowered their fair value estimate for CVR Energy to $27.67 per share. This is a slight decrease of $0.17, reflecting cautious sentiment on revenue growth and profit margin forecasts, despite recently raised price targets driven by anticipation of sector tailwinds and potential dividend reinstatement.
내러티브 업데이트 Oct 26

Dividend Prospects And Sector Tailwinds Will Drive Renewed Optimism And Efficiency

Analysts have raised their price target for CVR Energy by $1.00 to $27.83, citing improved outlooks on sector tailwinds, potential dividend reinstatement, and better than expected near-term indicators. Analyst Commentary Recent research updates have presented a mix of positive and cautious perspectives on CVR Energy’s outlook, valuation, and operational execution.
내러티브 업데이트 Oct 12

Coffeyville Recovery And Renewables Will Improve Operational Efficiency

Analysts have raised their average price target for CVR Energy from $25.67 to $26.83. They cite sector tailwinds, recent industry margin trends, and the potential for dividend reinstatement as contributing factors.
내러티브 업데이트 Sep 28

Coffeyville Recovery And Renewables Will Improve Operational Efficiency

Despite a notable decline in projected revenue growth, a significant improvement in net profit margin has led analysts to raise CVR Energy’s consensus price target from $24.00 to $25.67. What's in the News CEO Dave Lamp to retire effective December 31, 2025; Mark A.
내러티브 업데이트 Sep 11

Coffeyville Recovery And Renewables Will Improve Operational Efficiency

The consensus Analyst Price Target for CVR Energy has edged up to $24.00, primarily reflecting a modest increase in the Future P/E multiple while revenue growth expectations remain steady. What's in the News CEO Dave Lamp announced plans to retire effective December 31, 2025; Mark A.
분석 기사 Sep 03

CVR Energy, Inc. (NYSE:CVI) Soars 27% But It's A Story Of Risk Vs Reward

Despite an already strong run, CVR Energy, Inc. ( NYSE:CVI ) shares have been powering on, with a gain of 27% in the...
내러티브 업데이트 Aug 27

Coffeyville Recovery And Renewables Will Improve Operational Efficiency

With both consensus revenue growth forecasts and discount rate estimates for CVR Energy holding steady, analysts have left their fair value price target unchanged at $23.50. What's in the News CEO Dave Lamp to retire at year-end 2025; Mark A.
분석 기사 Jul 03

CVR Energy, Inc. (NYSE:CVI) Held Back By Insufficient Growth Even After Shares Climb 27%

CVR Energy, Inc. ( NYSE:CVI ) shares have continued their recent momentum with a 27% gain in the last month alone...
분석 기사 Jun 13

Health Check: How Prudently Does CVR Energy (NYSE:CVI) Use Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 May 04

CVR Energy, Inc.'s (NYSE:CVI) Share Price Boosted 26% But Its Business Prospects Need A Lift Too

CVR Energy, Inc. ( NYSE:CVI ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...
Seeking Alpha Mar 25

CVR Energy: Robust Refinery Mid-Cycle, Hold For Lower Valuation

Summary CVR Energy operates in petroleum refining, nitrogen fertilizer, and renewable diesel, with refining being the main revenue driver and fertilizer boosting margins through pet coke usage. The Group 3 2-1-1 crack spread is crucial for CVI's refining margins, showing a strong correlation with the company's profitability. Renewable diesel capacity hedges against RIN price volatility, despite uncertainties in government subsidies and future expansion. CVR Energy's strong dividend policy and potential takeover by Carl Icahn present both opportunities and risks for investors. Read the full article on Seeking Alpha
분석 기사 Mar 15

Does CVR Energy (NYSE:CVI) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Feb 21

Renewable And Regulatory Uncertainty Suggests Continuing Trouble For CVR Energy

Summary CVR Energy stock has significantly underperformed, with a -38% return in 2024, mainly due to a failed Citgo bid and dividend suspension. Despite a positive Q4 2024 earnings report, I maintain a Sell rating on CVI stock due to poor macroeconomic outlook for refiners and renewables. The new Trump administration's energy policies create uncertainty for CVR Energy's renewable investments, making future returns highly uncertain. CVR Energy's peers like PBF Energy and Delek US Holdings also face negative performance and regulatory challenges, reinforcing a cautious stance on the sector. Read the full article on Seeking Alpha
분석 기사 Feb 19

CVR Energy, Inc.'s (NYSE:CVI) Share Price Is Matching Sentiment Around Its Revenues

You may think that with a price-to-sales (or "P/S") ratio of 0.2x CVR Energy, Inc. ( NYSE:CVI ) is a stock worth...
Seeking Alpha Feb 03

CVR Energy: Difficult Macro But A Potential Icahn Floor Under Shares

Summary CVR Energy has faced significant challenges, including a 40% stock decline and dividend suspension, but Carl Icahn's actions have stabilized the stock. Icahn Enterprises increased its stake in CVI, signaling confidence and creating a near-term floor for the stock price. The Company's liquidity measures, including a $325 million term loan and potential asset sales, should cover upcoming costs despite a weak refining market. Crack spreads are crucial for CVR's future performance; I expect improvement given solid demand, making CVI a buy at $19 with a potential upside of $30. Read the full article on Seeking Alpha
분석 기사 Jan 29

CVR Energy (NYSE:CVI) Will Be Looking To Turn Around Its Returns

When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...

CEO 보수 분석

Dane Neumann의 보수는 CVR Energy의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-US$42m

Dec 31 2025US$2mUS$568k

US$27m

Sep 30 2025n/an/a

US$166m

Jun 30 2025n/an/a

-US$333m

Mar 31 2025n/an/a

-US$198m

Dec 31 2024US$2mUS$546k

US$7m

Sep 30 2024n/an/a

US$69m

Jun 30 2024n/an/a

US$547m

Mar 31 2024n/an/a

US$656m

Dec 31 2023US$2mUS$523k

US$769m

Sep 30 2023n/an/a

US$790m

Jun 30 2023n/an/a

US$530m

Mar 31 2023n/an/a

US$564m

Dec 31 2022US$2mUS$450k

US$463m

Sep 30 2022n/an/a

US$337m

Jun 30 2022n/an/a

US$328m

Mar 31 2022n/an/a

US$158m

Dec 31 2021US$921kUS$287k

US$25m

보상 대 시장: Dane의 총 보수(USD2.21M)는 US 시장에서 비슷한 규모 기업의 평균(USD6.98M)보다 낮습니다.

보상과 수익: Dane의 보상은 회사가 적자임에도 증가했습니다.


CEO

Dane Neumann (41 yo)

less than a year
재임 기간
US$2,211,893
보수

Mr. Dane J. Neumann, CPA, is President, CEO & Director of CVR Energy, Inc. from June 18, 2026. He served as Executive Vice President and Chief Financial Officer at CVR Energy, Inc. since October 6, 2021 un...


리더십 팀

이름직위재임 기간보수지분
Dane Neumann
Presidentless than a yearUS$2.21m데이터 없음
Michael Wright
Executive VP & COO4.5yrsUS$1.92m데이터 없음
Melissa Buhrig
Executive VP8yrsUS$2.63m데이터 없음
Richard Roberts
Interim CFO and VP of Financial Planning & Analysis and Investor Relations4.5yrs데이터 없음데이터 없음
Jeffrey Conaway
VP, Chief Accounting Officer & Corporate Controller4.9yrs데이터 없음데이터 없음
Mike Puddy
Senior Vice President of Refined Products & Risk Management16.5yrs데이터 없음데이터 없음
C. Johnson
Executive VP & Chief Commercial Officer5.3yrsUS$1.60m데이터 없음
J. Capps
Executive VP & Chief Commercial Officerless than a year데이터 없음데이터 없음
4.7yrs
평균 재임 기간
50yo
평균 나이

경험이 풍부한 관리: CVI의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.7 년).


이사회 구성원

이름직위재임 기간보수지분
Dane Neumann
Presidentless than a yearUS$2.21m데이터 없음
David Lamp
Director8.5yrsUS$8.60m데이터 없음
Mark Smith
Independent Director2.3yrsUS$55.00k데이터 없음
Brett Icahn
Directorless than a year데이터 없음데이터 없음
Stephen Mongillo
Independent Director14.2yrsUS$57.00k데이터 없음
Julia Voliva
Independent Director2.2yrsUS$56.00k데이터 없음
Dustin DeMaria
Director2.3yrs데이터 없음데이터 없음
Jaffrey Firestone
Independent Director6.3yrsUS$54.26k데이터 없음
Robert Flint
Chairman1.3yrs데이터 없음데이터 없음
Colin Kwak
Director1.3yrs데이터 없음데이터 없음
2.3yrs
평균 재임 기간
49.5yo
평균 나이

경험이 풍부한 이사회: CVI의 이사회경험이 부족한 것으로 간주됩니다(평균 재임 2.3 년) — 신규 이사회일 가능성이 있습니다.


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/08 20:03
종가2026/07/08 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

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분석가 소스

CVR Energy, Inc.는 15명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
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Paul SankeyDeutsche Bank
Alexa PetrickGoldman Sachs