Equities Analysts Issue Forecasts for ARLP FY2026 Earnings

Alliance Resource Partners, L.P. (NASDAQ:ARLP) – Research analysts at Sidoti increased their FY2026 earnings per share estimates for Alliance Resource Partners in a research report issued on Tuesday, July 28th. Sidoti analyst M. Mathison now expects that the energy company will post earnings of $2.57 per share for the year, up from their previous estimate of $2.50. The consensus estimate for Alliance Resource Partners’ current full-year earnings is $2.60 per share. Sidoti also issued estimates for Alliance Resource Partners’ Q1 2027 earnings at $0.68 EPS, Q2 2027 earnings at $0.75 EPS, Q3 2027 earnings at $0.76 EPS, Q4 2027 earnings at $0.70 EPS and FY2027 earnings at $2.89 EPS.

Alliance Resource Partners (NASDAQ:ARLP) last posted its earnings results on Monday, July 27th. The energy company reported $0.65 EPS for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.01). Alliance Resource Partners had a return on equity of 17.61% and a net margin of 12.25%.The firm had revenue of $551.56 million during the quarter, compared to analysts’ expectations of $554.30 million.

Other research analysts also recently issued reports about the company. Weiss Ratings upgraded Alliance Resource Partners from a “hold (c)” rating to a “hold (c+)” rating in a research report on Friday, July 24th. Zacks Research raised shares of Alliance Resource Partners from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, July 8th. Finally, Wall Street Zen cut shares of Alliance Resource Partners from a “buy” rating to a “hold” rating in a research report on Saturday, April 4th. One equities 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 company. According to data from MarketBeat, the company has a consensus rating of “Buy” and a consensus target price of $30.00.

Alliance Resource Partners Stock Performance

NASDAQ ARLP opened at $25.95 on Thursday. The company has a debt-to-equity ratio of 0.24, a current ratio of 1.46 and a quick ratio of 0.95. Alliance Resource Partners has a 1-year low of $22.20 and a 1-year high of $29.45. The business has a 50 day simple moving average of $24.72 and a two-hundred day simple moving average of $25.54. The stock has a market capitalization of $3.34 billion, a PE ratio of 12.66 and a beta of 0.23.

Institutional Trading of Alliance Resource Partners

A number of large investors have recently modified their holdings of the company. Morgan Stanley grew its stake in Alliance Resource Partners by 95.4% in the fourth quarter. Morgan Stanley now owns 3,363,174 shares of the energy company’s stock worth $78,127,000 after purchasing an additional 1,641,741 shares in the last quarter. Progeny 3 Inc. raised its position in Alliance Resource Partners by 0.3% during the 4th quarter. Progeny 3 Inc. now owns 3,282,671 shares of the energy company’s stock valued at $76,256,000 after purchasing an additional 8,290 shares in the last quarter. Energy Income Partners LLC lifted its holdings in shares of Alliance Resource Partners by 145.9% in the 1st quarter. Energy Income Partners LLC now owns 737,328 shares of the energy company’s stock worth $20,387,000 after buying an additional 437,486 shares during the period. ING Groep NV lifted its holdings in shares of Alliance Resource Partners by 76.7% in the 4th quarter. ING Groep NV now owns 668,000 shares of the energy company’s stock worth $15,518,000 after buying an additional 289,900 shares during the period. Finally, Barclays PLC grew its position in shares of Alliance Resource Partners by 3.3% during the 3rd quarter. Barclays PLC now owns 657,191 shares of the energy company’s stock worth $16,617,000 after buying an additional 21,116 shares in the last quarter. Hedge funds and other institutional investors own 18.11% of the company’s stock.

Alliance Resource Partners Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, August 14th. Stockholders 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 dividend yield of 9.2%. Alliance Resource Partners’s dividend payout ratio (DPR) is 126.32%.

More Alliance Resource Partners News

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

• Positive Sentiment: Noble Financial raised its earnings outlook. The firm increased its Q3 2026 EPS estimate to $0.85 from $0.75 and Q4 2026 to $0.87 from $0.78. It also lifted full-year estimates for 2028, 2029 and 2030 to $2.89, $3.11 and $3.36, respectively. These revisions suggest improving confidence in ARLP’s longer-term earnings potential.
• Positive Sentiment: Sidoti increased its FY2026 forecast. Sidoti raised its FY2026 EPS estimate to $2.57 from $2.50, bringing it closer to the broader consensus estimate of $2.60. The firm also modestly increased its Q1 2028 and FY2028 forecasts in an earlier update.
• Positive Sentiment: Income remains an important valuation support. A recent analysis highlighted ARLP’s approximately 9% yield, which may appeal to income-focused investors and help support the stock despite uncertainty surrounding coal demand and earnings growth. Alliance Resource Partners: The 9% Yield Does The Heavy Lifting
• Neutral Sentiment: Recent quarterly results were nearly in line but slightly below expectations. ARLP reported $0.65 in EPS versus a $0.66 consensus estimate and revenue of $551.6 million versus expectations of $554.3 million. The small miss may limit near-term upside, although the company remains profitable with a 12.25% net margin and relatively low leverage.
• Negative Sentiment: Sidoti reduced most of its 2027 estimates. The firm lowered Q1, Q2, Q3 and Q4 2027 EPS forecasts to $0.68, $0.75, $0.76 and $0.70, respectively, and cut FY2027 EPS to $2.89 from $2.96. The revisions point to softer expected earnings momentum after 2026.

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.