Noble Financial Issues Negative Forecast for ARLP Earnings

Alliance Resource Partners, L.P. (NASDAQ:ARLP) – Stock analysts at Noble Financial reduced their Q2 2026 EPS estimates for shares of Alliance Resource Partners in a research note issued on Thursday, April 2nd. Noble Financial analyst M. Reichman now expects that the energy company will earn $0.51 per share for the quarter, down from their previous 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 have also commented on the company. Zacks Research lowered Alliance Resource Partners from a “hold” rating to a “strong sell” rating in a research report on Monday, January 5th. Wall Street Zen cut shares of Alliance Resource Partners from a “strong-buy” rating to a “buy” rating in a research report on Saturday, January 3rd. Weiss Ratings lowered shares of Alliance Resource Partners from a “buy (b-)” rating to a “hold (c)” rating in a report on Monday, March 16th. Finally, Benchmark restated a “buy” rating on shares of Alliance Resource Partners in a research report on Tuesday, February 3rd. Two research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $29.50.

Alliance Resource Partners Stock Performance

ARLP stock opened at $28.17 on Friday. The stock has a market capitalization of $3.62 billion, a PE ratio of 11.74 and a beta of 0.31. Alliance Resource Partners has a fifty-two week low of $22.20 and a fifty-two week 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 company has a 50 day moving average price of $26.44 and a 200 day moving average price of $24.98.

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

Alliance Resource Partners Dividend Announcement

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

Institutional Investors Weigh In On Alliance Resource Partners

Several large investors have recently modified their holdings of the business. Morgan Stanley lifted its holdings 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 valued at $78,127,000 after purchasing an additional 1,641,741 shares in the last quarter. Progeny 3 Inc. raised its holdings in shares of Alliance Resource Partners by 0.3% during the fourth quarter. Progeny 3 Inc. now owns 3,282,671 shares of the energy company’s stock worth $76,256,000 after acquiring an additional 8,290 shares during the period. Jackson Hole Capital Partners LLC lifted its position in Alliance Resource Partners by 0.8% in the 3rd quarter. Jackson Hole Capital Partners LLC now owns 2,117,392 shares of the energy company’s stock valued at $53,538,000 after acquiring an additional 17,603 shares in the last quarter. ING Groep NV lifted its position in Alliance Resource Partners by 76.7% in the 4th quarter. ING Groep NV now owns 668,000 shares of the energy company’s stock valued at $15,518,000 after acquiring an additional 289,900 shares in the last quarter. Finally, Barclays PLC boosted its stake in Alliance Resource Partners by 3.3% in the 3rd quarter. Barclays PLC now owns 657,191 shares of the energy company’s stock worth $16,617,000 after purchasing an additional 21,116 shares during the period. 18.11% of the stock is currently owned by institutional investors.

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.