Noble Financial Has Pessimistic Outlook of ARLP Q2 Earnings

Alliance Resource Partners, L.P. (NASDAQ:ARLP) – Analysts at Noble Financial dropped their Q2 2026 earnings per share estimates for shares of Alliance Resource Partners in a research note issued to investors on Thursday, April 2nd. Noble Financial analyst M. Reichman now expects that the energy company will post earnings per share of $0.51 for the quarter, down from their prior forecast of $0.65. 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 $0.78 EPS.

A number of other analysts also recently commented on the company. Benchmark reiterated a “buy” rating on shares of Alliance Resource Partners in a research report on Tuesday, February 3rd. Zacks Research cut Alliance Resource Partners from a “hold” rating to a “strong sell” rating in a research report on Monday, January 5th. Weiss Ratings cut Alliance Resource Partners from a “buy (b-)” rating to a “hold (c)” rating in a research report on Monday, March 16th. Finally, Wall Street Zen downgraded shares of Alliance Resource Partners from a “buy” rating to a “hold” rating in a research note on Saturday. Two analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Alliance Resource Partners currently has an average rating of “Hold” and a consensus target price of $29.50.

Alliance Resource Partners Stock Performance

Shares of ARLP opened at $28.17 on Friday. Alliance Resource Partners has a one year low of $22.20 and a one year high of $29.45. The company has a debt-to-equity ratio of 0.23, a current ratio of 2.10 and a quick ratio of 1.41. The stock has a market cap of $3.62 billion, a price-to-earnings ratio of 11.74 and a beta of 0.31. The company has a 50-day moving average of $26.51 and a two-hundred day moving average of $25.02.

Alliance Resource Partners (NASDAQ:ARLP) last posted its quarterly earnings data on Monday, February 2nd. The energy company reported $0.75 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.61 by $0.14. Alliance Resource Partners had a return on equity of 18.41% and a net margin of 14.18%.The firm had revenue of $535.51 million for the quarter, compared to the consensus estimate of $556.82 million.

Alliance Resource Partners Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Friday, February 6th were issued a dividend of $0.60 per share. The ex-dividend date of this dividend was Friday, February 6th. This represents a $2.40 dividend on an annualized basis and a dividend yield of 8.5%. Alliance Resource Partners’s dividend payout ratio (DPR) is presently 100.00%.

Institutional Investors Weigh In On Alliance Resource Partners

Several institutional investors and hedge funds have recently made changes to their positions in the company. Morgan Stanley increased its position in shares of Alliance Resource Partners by 95.4% during the 4th quarter. Morgan Stanley now owns 3,363,174 shares of the energy company’s stock worth $78,127,000 after purchasing an additional 1,641,741 shares in the last quarter. Progeny 3 Inc. boosted its position in Alliance Resource Partners by 0.3% in the fourth quarter. Progeny 3 Inc. now owns 3,282,671 shares of the energy company’s stock valued at $76,256,000 after buying an additional 8,290 shares in the last quarter. Jackson Hole Capital Partners LLC boosted its position in Alliance Resource Partners by 0.8% in the third quarter. Jackson Hole Capital Partners LLC now owns 2,117,392 shares of the energy company’s stock valued at $53,538,000 after buying an additional 17,603 shares in the last quarter. ING Groep NV grew its stake in Alliance Resource Partners by 76.7% during the fourth quarter. ING Groep NV now owns 668,000 shares of the energy company’s stock worth $15,518,000 after buying an additional 289,900 shares during the last quarter. Finally, Barclays PLC grew its stake in Alliance Resource Partners by 3.3% during the third quarter. Barclays PLC now owns 657,191 shares of the energy company’s stock worth $16,617,000 after buying an additional 21,116 shares during the last quarter. Institutional investors and hedge funds own 18.11% of the company’s stock.

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.