Sidoti Research Analysts Lower Earnings Estimates for ARLP

Alliance Resource Partners, L.P. (NASDAQ:ARLP) – Investment analysts at Sidoti decreased their Q2 2026 earnings per share estimates for shares of Alliance Resource Partners in a research note issued to investors on Thursday, July 23rd. Sidoti analyst M. Mathison now expects that the energy company will earn $0.62 per share for the quarter, down from their prior estimate of $0.68. The consensus estimate for Alliance Resource Partners’ current full-year earnings is $2.51 per share. Sidoti also issued estimates for Alliance Resource Partners’ FY2026 earnings at $2.50 EPS and FY2028 earnings at $3.06 EPS.

Several other research firms also recently issued reports on ARLP. Wall Street Zen downgraded Alliance Resource Partners from a “buy” rating to a “hold” rating in a research note on Saturday, April 4th. Zacks Research upgraded shares of Alliance Resource Partners from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, July 8th. Finally, Weiss Ratings raised shares of Alliance Resource Partners from a “hold (c)” rating to a “hold (c+)” rating in a report on Friday. One analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat.com, Alliance Resource Partners currently has a consensus rating of “Buy” and an average price target of $30.00.

Alliance Resource Partners Price Performance

Alliance Resource Partners stock opened at $25.91 on Monday. The stock has a 50-day moving average price of $24.70 and a two-hundred day moving average price of $25.53. Alliance Resource Partners has a 12 month low of $22.20 and a 12 month high of $29.45. The company has a market capitalization of $3.33 billion, a PE ratio of 12.64 and a beta of 0.23. The company has a current ratio of 1.46, a quick ratio of 0.95 and a debt-to-equity ratio of 0.24.

Alliance Resource Partners (NASDAQ:ARLP) last released its quarterly earnings data on Monday, July 27th. The energy company reported $0.65 earnings per share for the quarter, missing the consensus estimate of $0.66 by ($0.01). The firm had revenue of $551.56 million for the quarter, compared to analyst estimates of $554.30 million. Alliance Resource Partners had a net margin of 12.25% and a return on equity of 17.61%.

Institutional Investors Weigh In On Alliance Resource Partners

A number of institutional investors have recently made changes to their positions in the stock. Summit Securities Group LLC bought a new position in shares of Alliance Resource Partners during the first quarter worth about $28,000. IFC & Insurance Marketing Inc. bought a new stake in Alliance Resource Partners in the fourth quarter valued at approximately $35,000. Smartleaf Asset Management LLC acquired a new stake in Alliance Resource Partners during the 4th quarter valued at approximately $35,000. Sound Income Strategies LLC acquired a new stake in Alliance Resource Partners during the 4th quarter valued at approximately $36,000. Finally, Northwestern Mutual Wealth Management Co. raised its holdings in Alliance Resource Partners by 135.0% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 1,523 shares of the energy company’s stock worth $39,000 after purchasing an additional 875 shares during the last quarter. Institutional investors own 18.11% of the company’s stock.

Alliance Resource Partners Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, August 14th. Shareholders of record on Friday, August 7th will be issued a dividend of $0.60 per share. The ex-dividend date of this dividend is Friday, August 7th. This represents a $2.40 annualized dividend and a yield of 9.3%. Alliance Resource Partners’s payout ratio is presently 126.32%.

Alliance Resource Partners News Roundup

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

• Positive Sentiment: Management reported broad strength in second-quarter operations, including record performance from its coal and oil-and-gas royalty businesses. The company also updated its 2026 guidance, reinforcing confidence in near-term cash generation. Alliance Resource Partners Delivers Strong Q2 2026 Results with Record Coal and Oil & Gas Royalties Performance
• Positive Sentiment: Alliance expects distributable cash flow per unit to increase approximately 8% to 9% next year as its AllDale oil-and-gas royalty business expands. This growth could improve the partnership’s ability to sustain or raise future distributions. Alliance Resource Partners expects 8% to 9% distributable cash flow per unit lift next year
• Positive Sentiment: ARLP declared a quarterly cash distribution of $0.60 per unit, payable August 14 to holders of record August 7. The distribution equates to an annualized yield of roughly 9.4%, which may attract income-focused investors. Alliance Resource Partners Reports Second Quarter Results and Declares Distribution

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.