Noble Financial Issues Negative Estimate for ARLP Earnings

Alliance Resource Partners, L.P. (NASDAQ:ARLP) – Noble Financial dropped their Q3 2025 earnings estimates for Alliance Resource Partners in a report released on Wednesday, February 5th. Noble Financial analyst M. Reichman now anticipates that the energy company will post earnings per share of $0.78 for the quarter, down from their prior estimate of $0.82. The consensus estimate for Alliance Resource Partners’ current full-year earnings is $3.19 per share. Noble Financial also issued estimates for Alliance Resource Partners’ Q4 2025 earnings at $0.88 EPS, FY2026 earnings at $3.63 EPS, FY2027 earnings at $3.83 EPS, FY2028 earnings at $3.95 EPS and FY2029 earnings at $4.11 EPS.

Other research analysts have also issued reports about the stock. Singular Research lowered shares of Alliance Resource Partners from a “strong-buy” rating to a “moderate buy” rating in a research note on Monday, December 2nd. StockNews.com downgraded Alliance Resource Partners from a “buy” rating to a “hold” rating in a research report on Wednesday. Finally, Benchmark restated a “buy” rating and issued a $29.00 target price (up from $27.00) on shares of Alliance Resource Partners in a report on Tuesday.

Alliance Resource Partners Stock Down 0.6 %

Shares of ARLP opened at $27.98 on Thursday. The stock has a 50 day moving average price of $26.99 and a 200 day moving average price of $25.64. Alliance Resource Partners has a one year low of $18.32 and a one year high of $30.56. The company has a debt-to-equity ratio of 0.24, a quick ratio of 1.69 and a current ratio of 2.36. The stock has a market capitalization of $3.58 billion, a price-to-earnings ratio of 7.95 and a beta of 1.16.

Alliance Resource Partners (NASDAQ:ARLP) last issued its quarterly earnings results on Monday, February 3rd. The energy company reported $0.22 EPS for the quarter, missing the consensus estimate of $0.60 by ($0.38). Alliance Resource Partners had a return on equity of 23.74% and a net margin of 18.52%.

Institutional Trading of Alliance Resource Partners

A number of large investors have recently modified their holdings of ARLP. Atlanta Consulting Group Advisors LLC acquired a new position in Alliance Resource Partners during the 3rd quarter worth $29,144,000. Raymond James Financial Inc. purchased a new position in shares of Alliance Resource Partners in the 4th quarter valued at about $14,564,000. Progeny 3 Inc. boosted its stake in shares of Alliance Resource Partners by 3.4% in the 3rd quarter. Progeny 3 Inc. now owns 2,904,181 shares of the energy company’s stock valued at $72,605,000 after buying an additional 96,780 shares during the period. GraniteShares Advisors LLC acquired a new position in shares of Alliance Resource Partners during the fourth quarter worth about $2,493,000. Finally, Recurrent Investment Advisors LLC increased its stake in shares of Alliance Resource Partners by 6.2% during the third quarter. Recurrent Investment Advisors LLC now owns 1,145,145 shares of the energy company’s stock worth $28,629,000 after buying an additional 66,761 shares during the period. Hedge funds and other institutional investors own 18.11% of the company’s stock.

Insider Buying and Selling at Alliance Resource Partners

In other Alliance Resource Partners news, SVP Timothy J. Whelan sold 10,000 shares of the firm’s stock in a transaction that occurred on Monday, December 2nd. The shares were sold at an average price of $28.00, for a total value of $280,000.00. Following the completion of the transaction, the senior vice president now owns 157,946 shares of the company’s stock, valued at $4,422,488. This trade represents a 5.95 % decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. 16.80% of the stock is currently owned by corporate insiders.

Alliance Resource Partners Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, February 14th. Investors of record on Friday, February 7th will be issued a dividend of $0.70 per share. This represents a $2.80 dividend on an annualized basis and a yield of 10.01%. The ex-dividend date is Friday, February 7th. Alliance Resource Partners’s dividend payout ratio (DPR) is 79.55%.

About Alliance Resource Partners

Alliance Resource Partners, L.P., a diversified natural resource company, produces and markets coal primarily to utilities and industrial users in the United States. The company operates through four segments: Illinois Basin Coal Operations, Appalachia Coal Operations, Oil & Gas Royalties, and Coal Royalties.