What is Noble Financial’s Estimate for ARLP Q2 Earnings?

Alliance Resource Partners, L.P. (NASDAQ:ARLP) – Research analysts at Noble Financial lowered their Q2 2026 EPS estimates for Alliance Resource Partners in a report released on Wednesday, February 4th. Noble Financial analyst M. Reichman now expects that the energy company will post earnings of $0.65 per share for the quarter, down from their previous estimate of $0.67. The consensus estimate for Alliance Resource Partners’ current full-year earnings is $2.72 per share. Noble Financial also issued estimates for Alliance Resource Partners’ Q3 2026 earnings at $0.67 EPS, Q4 2026 earnings at $0.67 EPS, FY2026 earnings at $2.60 EPS, FY2027 earnings at $2.78 EPS, FY2028 earnings at $3.10 EPS and FY2029 earnings at $3.25 EPS.

Several other research analysts also recently commented on ARLP. Zacks Research downgraded shares of Alliance Resource Partners from a “hold” rating to a “strong sell” rating in a report on Monday, January 5th. Benchmark reiterated a “buy” rating on shares of Alliance Resource Partners in a research report on Tuesday. Wall Street Zen lowered Alliance Resource Partners from a “strong-buy” rating to a “buy” rating in a research note on Saturday, January 3rd. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Alliance Resource Partners in a research note on Monday, December 29th. Two equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Alliance Resource Partners has a consensus rating of “Hold” and a consensus target price of $29.50.

Alliance Resource Partners Price Performance

Shares of NASDAQ:ARLP opened at $24.37 on Thursday. The company has a 50 day moving average of $24.01 and a 200 day moving average of $24.34. The company has a current ratio of 1.90, a quick ratio of 1.39 and a debt-to-equity ratio of 0.24. The stock has a market cap of $3.13 billion, a P/E ratio of 10.15 and a beta of 0.34. Alliance Resource Partners has a 12 month low of $22.20 and a 12 month high of $28.39.

Alliance Resource Partners (NASDAQ:ARLP) last issued its earnings results on Monday, February 2nd. The energy company reported $0.75 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.61 by $0.14. The business had revenue of $535.51 million for the quarter, compared to analysts’ expectations of $556.82 million. Alliance Resource Partners had a net margin of 14.18% and a return on equity of 18.50%.

Hedge Funds Weigh In On Alliance Resource Partners

Hedge funds and other institutional investors have recently modified their holdings of the company. Parvin Asset Management LLC purchased a new position in shares of Alliance Resource Partners during the 2nd quarter valued at about $27,000. Sound Income Strategies LLC bought a new position in Alliance Resource Partners during the fourth quarter valued at approximately $36,000. Northwestern Mutual Wealth Management Co. raised its stake in shares of Alliance Resource Partners by 135.0% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 1,523 shares of the energy company’s stock worth $39,000 after acquiring an additional 875 shares in the last quarter. Triumph Capital Management bought a new stake in shares of Alliance Resource Partners in the 3rd quarter worth approximately $46,000. Finally, Halbert Hargrove Global Advisors LLC purchased a new stake in shares of Alliance Resource Partners in the 3rd quarter valued at $51,000. 18.11% of the stock is currently owned by hedge funds and other institutional investors.

Alliance Resource Partners Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, February 13th. Shareholders of record on Friday, February 6th will be given a dividend of $0.60 per share. The ex-dividend date is Friday, February 6th. This represents a $2.40 dividend on an annualized basis and a yield of 9.8%. Alliance Resource Partners’s dividend payout ratio (DPR) is presently 100.00%.

More Alliance Resource Partners News

Here are the key news stories impacting Alliance Resource Partners this week:

• Positive Sentiment: Quarterly update shows a profit surge driven by record royalties — a tangible operational beat that supports cash flow and distributions. Article Title
• Positive Sentiment: Seeking Alpha published a bullish piece arguing ARLP can sustain higher profitability, which may attract income and value investors. Article Title
• Positive Sentiment: Noble Financial raised several near‑term quarter estimates (notably Q1/Q3/Q4 2026) and lifted FY2028 expectations, signaling some analyst confidence in sustained earnings power.
• Neutral Sentiment: Reported short‑interest data shows 0 shares shorted (likely a data anomaly) and a 0.0 days short‑interest ratio — no meaningful short squeeze signal.
• Negative Sentiment: Sidoti Csr issued broad downward revisions across multiple quarters and cut its FY2027 EPS view from $2.60 to $2.40, reducing near‑term earnings expectations and raising downside risk to consensus estimates.
• Negative Sentiment: Sidoti lowered several discrete quarterly forecasts (Q1–Q4 across 2026–2027 in various notes), which can pressure the stock as investors reprice forward earnings and distribution sustainability.
• Negative Sentiment: Noble also trimmed some multi‑year and FY2026/FY2027 estimates in the same batch of reports — a reminder that analyst views are mixed and consensus could drift lower if more downgrades follow.

Alliance Resource Partners Company Profile

Alliance Resource Partners, L.P. (NASDAQ: ARLP) is a Tulsa, Oklahoma–based master limited partnership engaged in the production, marketing and transportation of bituminous coal. Through its subsidiaries, the company develops, owns and operates surface and underground coal mines, providing fuel primarily for electric power generation and various industrial applications. Alliance’s integrated business model covers the extraction of raw coal, processing at preparation plants and delivery to domestic and export customers.

The partnership operates multiple mining complexes across Illinois, Indiana, Kentucky and West Virginia.