CVR ENERGY INC — Form 8-K
Filed November 3, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 78/100
What the filing says
CVR Energy announced a definitive agreement to acquire Marathon Petroleum's St. Paul Park and Mandan refineries plus marketing assets (deal terms not specified in filing). Q3 2026 net income reached $570M ($5.67/share) vs. $374M ($3.72/share) in Q3 2025; Adjusted EBITDA $582M vs. $180M. EPA granted full RFS waiver for 2025 compliance period, removing $253M liability. Declared $0.10/share dividend; CVR Partners declared $1.79/unit distribution.
Why this rating
Marathon refinery acquisition is transformational M&A for $809M-market-cap company; deal size unstated but refinery adds major capacity. Record Q3 earnings and $253M liability relief are material windfalls. EPA waiver significantly de-risks future RFS compliance costs.
Tradability signal
NO TRADE
No trade: the filing reads positive but the market is selling it (-8.5% since it hit EDGAR) — when our read and the tape disagree this hard, we stand aside. (Filing arrived outside market hours — evaluated at the next open with a live quote.)
Derived from this site's own measured outcomes + live price/liquidity at analysis time. An experiment, not investment advice.
Price action (we called it positive)
before filing · preread $55.96 ▲ 7.64% | at our read · unknown $51.99 | +10 min pending | +30 min pending | +1 hr pending | +4 hrs pending |
The stock had already moved -7.09% between hitting EDGAR and our read finishing — deltas above are measured from our read.
Quotes via Yahoo Finance at capture time; for filings arriving outside market hours the clock starts at the next open. Not investment advice. How accurate are our calls? →
See more from November 3, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.