Energy Income Partners LLC Purchases 437,486 Shares of Alliance Resource Partners, L.P. $ARLP

Energy Income Partners LLC boosted its position in Alliance Resource Partners, L.P. (NASDAQ:ARLP) by 145.9% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 737,328 shares of the energy company’s stock after buying an additional 437,486 shares during the quarter. Energy Income Partners LLC’s holdings in Alliance Resource Partners were worth $20,387,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of the company. Gateway Wealth Partners LLC acquired a new position in Alliance Resource Partners during the 1st quarter worth $276,000. Mizuho Markets Americas LLC acquired a new stake in shares of Alliance Resource Partners in the first quarter valued at about $6,830,000. Orvieto Partners L.P. increased its stake in shares of Alliance Resource Partners by 7.2% in the first quarter. Orvieto Partners L.P. now owns 149,064 shares of the energy company’s stock worth $4,122,000 after purchasing an additional 10,000 shares during the period. First Trust Advisors LP increased its stake in shares of Alliance Resource Partners by 2.9% in the first quarter. First Trust Advisors LP now owns 192,532 shares of the energy company’s stock worth $5,324,000 after purchasing an additional 5,450 shares during the period. Finally, SteelPeak Wealth LLC acquired a new position in shares of Alliance Resource Partners during the 1st quarter worth about $1,397,000. Institutional investors own 18.11% of the company’s stock.

More Alliance Resource Partners News

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

• Positive Sentiment: Management expects distributable cash flow per unit to increase approximately 8% to 9% next year, supported by expansion of AllDale Minerals and the company’s growing oil-and-gas royalty portfolio. Alliance Resource Partners expects 8% to 9% distributable cash flow per unit lift next year
• Positive Sentiment: Alliance Resource Partners reported strong second-quarter results, including significant net-income growth and record performance from its coal and oil-and-gas royalty businesses. The results and updated 2026 guidance reinforced the company’s cash-generation outlook. Alliance Resource Partners Q2 2026 results
• Positive Sentiment: The partnership declared a quarterly cash distribution of $0.60 per unit, payable August 14 to unitholders of record August 7. The distribution represents an annualized yield of approximately 9.4%, which may appeal to income-focused investors. Alliance Resource Partners reports Q2 results and declares distribution
• Neutral Sentiment: The earnings call emphasized strong net-income growth and royalty performance, but provided additional detail rather than a major new catalyst beyond the company’s reported results and guidance. Alliance Resource Partners Q2 earnings call highlights
• Negative Sentiment: Second-quarter adjusted earnings were $0.61 per unit, below the $0.66 consensus estimate, while revenue of $551.56 million also narrowly missed expectations of $554.30 million. The earnings shortfall remains a potential constraint on the stock. Alliance Resource Partners tops revenue estimates despite earnings miss

Alliance Resource Partners Price Performance

Shares of Alliance Resource Partners stock opened at $25.63 on Tuesday. The company has a debt-to-equity ratio of 0.24, a current ratio of 1.46 and a quick ratio of 0.95. The company has a market cap of $3.30 billion, a PE ratio of 13.49 and a beta of 0.23. The firm has a fifty day moving average price of $24.68 and a two-hundred day moving average price of $25.52. Alliance Resource Partners, L.P. has a fifty-two week low of $22.20 and a fifty-two week high of $29.45.

Alliance Resource Partners (NASDAQ:ARLP) last posted its quarterly earnings data on Monday, July 27th. The energy company reported $0.65 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.66 by ($0.01). The company had revenue of $551.56 million for the quarter, compared to the consensus estimate of $554.30 million. Alliance Resource Partners had a return on equity of 16.87% and a net margin of 11.35%. Analysts expect that Alliance Resource Partners, L.P. will post 2.51 EPS for the current year.

Alliance Resource Partners Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, August 14th. Investors of record on Friday, August 7th will be given a dividend of $0.60 per share. The ex-dividend date of this dividend is Friday, August 7th. This represents a $2.40 dividend on an annualized basis and a yield of 9.4%. Alliance Resource Partners’s dividend payout ratio (DPR) is 126.32%.

Wall Street Analysts Forecast Growth

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

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.