Noble Financial Has Positive Estimate for ARLP Q3 Earnings

Alliance Resource Partners, L.P. (NASDAQ:ARLP) – Equities researchers at Noble Financial increased their Q3 2026 earnings per share (EPS) estimates for Alliance Resource Partners in a research note issued to investors on Tuesday, July 28th. Noble Financial analyst M. Reichman now forecasts that the energy company will earn $0.85 per share for the quarter, up from their previous forecast of $0.75. The consensus estimate for Alliance Resource Partners’ current full-year earnings is $2.60 per share. Noble Financial also issued estimates for Alliance Resource Partners’ Q4 2026 earnings at $0.87 EPS, FY2028 earnings at $2.89 EPS, FY2029 earnings at $3.11 EPS and FY2030 earnings at $3.36 EPS.

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

ARLP has been the subject of several other reports. 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. Zacks Research raised 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 upgraded Alliance Resource Partners from a “hold (c)” rating to a “hold (c+)” rating in a report on Friday, July 24th. One analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $30.00.

Alliance Resource Partners Stock Up 0.2%

Shares of NASDAQ ARLP opened at $25.95 on Thursday. The company’s 50 day moving average price is $24.72 and its 200-day moving average price is $25.54. The company has a debt-to-equity ratio of 0.24, a quick ratio of 0.95 and a current ratio of 1.46. Alliance Resource Partners has a 52-week low of $22.20 and a 52-week high of $29.45. The company has a market capitalization of $3.34 billion, a P/E ratio of 12.66 and a beta of 0.23.

Institutional Trading of Alliance Resource Partners

Several hedge funds have recently modified their holdings of ARLP. Jaffetilchin Investment Partners LLC boosted its stake in Alliance Resource Partners by 1.3% during the fourth quarter. Jaffetilchin Investment Partners LLC now owns 33,951 shares of the energy company’s stock worth $789,000 after acquiring an additional 442 shares in the last quarter. HUB Investment Partners LLC increased its stake in Alliance Resource Partners by 4.0% in the second quarter. HUB Investment Partners LLC now owns 13,094 shares of the energy company’s stock valued at $342,000 after purchasing an additional 499 shares in the last quarter. US Bancorp DE raised its holdings in shares of Alliance Resource Partners by 28.5% during the third quarter. US Bancorp DE now owns 2,570 shares of the energy company’s stock valued at $65,000 after purchasing an additional 570 shares during the period. AlphaCore Capital LLC raised its holdings in shares of Alliance Resource Partners by 2.4% during the fourth quarter. AlphaCore Capital LLC now owns 27,193 shares of the energy company’s stock valued at $632,000 after purchasing an additional 633 shares during the period. Finally, Pinnacle Holdings LLC boosted its position in shares of Alliance Resource Partners by 0.5% during the 4th quarter. Pinnacle Holdings LLC now owns 129,423 shares of the energy company’s stock worth $3,006,000 after purchasing an additional 653 shares in the last quarter. Institutional investors own 18.11% of the company’s stock.

Alliance Resource Partners Dividend Announcement

The firm also recently declared 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. This represents a $2.40 dividend on an annualized basis and a dividend yield of 9.2%. The ex-dividend date is Friday, August 7th. Alliance Resource Partners’s dividend payout ratio is presently 126.32%.

Alliance Resource Partners News Summary

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.

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.