Research Analysts Set Expectations for ARLP Q2 Earnings

Alliance Resource Partners, L.P. (NASDAQ:ARLP) – Analysts at Sidoti boosted their Q2 2026 EPS estimates for shares of Alliance Resource Partners in a research note issued on Wednesday, June 10th. Sidoti analyst M. Mathison now expects that the energy company will post earnings per share of $0.68 for the quarter, up from their previous estimate of $0.65. The consensus estimate for Alliance Resource Partners’ current full-year earnings is $2.45 per share. Sidoti also issued estimates for Alliance Resource Partners’ FY2026 earnings at $2.54 EPS and FY2027 earnings at $2.88 EPS.

Alliance Resource Partners (NASDAQ:ARLP) last released its quarterly earnings data on Monday, April 27th. The energy company reported $0.07 earnings per share for the quarter, missing the consensus estimate of $0.35 by ($0.28). The company had revenue of $516.02 million during the quarter, compared to the consensus estimate of $518.24 million. Alliance Resource Partners had a net margin of 11.35% and a return on equity of 16.87%.

A number of other research firms also recently issued reports on ARLP. Zacks Research raised shares of Alliance Resource Partners from a “strong sell” rating to a “hold” rating in a report on Friday, April 24th. Wall Street Zen downgraded shares of Alliance Resource Partners from a “buy” rating to a “hold” rating in a report on Saturday, April 4th. Finally, Weiss Ratings downgraded shares of Alliance Resource Partners from a “buy (b-)” rating to a “hold (c)” rating in a report on Monday, March 16th. Two investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, Alliance Resource Partners has an average rating of “Moderate Buy” and a consensus price target of $30.00.

Alliance Resource Partners Stock Performance

Shares of ARLP stock opened at $25.13 on Friday. The firm has a market capitalization of $3.23 billion, a PE ratio of 13.23 and a beta of 0.23. The firm has a fifty day simple moving average of $25.68 and a two-hundred day simple moving average of $25.36. 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 has a 12 month low of $22.20 and a 12 month high of $29.45.

Hedge Funds Weigh In On Alliance Resource Partners

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. NewEdge Advisors LLC raised its stake in Alliance Resource Partners by 734.1% in the 1st quarter. NewEdge Advisors LLC now owns 2,302 shares of the energy company’s stock valued at $64,000 after acquiring an additional 2,026 shares during the period. Dayah Capital LLC bought a new stake in Alliance Resource Partners in the 1st quarter valued at about $1,825,000. Bank of America Corp DE raised its stake in Alliance Resource Partners by 74.2% in the 1st quarter. Bank of America Corp DE now owns 269,655 shares of the energy company’s stock valued at $7,456,000 after acquiring an additional 114,880 shares during the period. Parvin Asset Management LLC boosted its holdings in Alliance Resource Partners by 29.5% in the 1st quarter. Parvin Asset Management LLC now owns 20,075 shares of the energy company’s stock worth $555,000 after buying an additional 4,575 shares during the period. Finally, Royal Bank of Canada boosted its holdings in Alliance Resource Partners by 26.9% in the 1st quarter. Royal Bank of Canada now owns 27,356 shares of the energy company’s stock worth $756,000 after buying an additional 5,794 shares during the period. 18.11% of the stock is owned by hedge funds and other institutional investors.

Alliance Resource Partners Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Friday, May 8th were issued a $0.60 dividend. This represents a $2.40 dividend on an annualized basis and a dividend yield of 9.6%. The ex-dividend date of this dividend was Friday, May 8th. Alliance Resource Partners’s payout ratio is 126.32%.

About Alliance Resource Partners

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.