FY2026 Earnings Forecast for ARLP Issued By Noble Financial

Alliance Resource Partners, L.P. (NASDAQ:ARLP) – Equities research analysts at Noble Financial increased their FY2026 earnings per share (EPS) estimates for shares of Alliance Resource Partners in a research report issued on Tuesday, July 28th. Noble Financial analyst M. Reichman now forecasts that the energy company will post earnings of $2.70 per share for the year, up from their previous forecast of $2.52. The consensus estimate for Alliance Resource Partners’ current full-year earnings is $2.51 per share. Noble Financial also issued estimates for Alliance Resource Partners’ FY2027 earnings at $2.80 EPS.

Alliance Resource Partners (NASDAQ:ARLP) last issued 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). The company had revenue of $551.56 million during the quarter, compared to analysts’ expectations of $554.30 million. Alliance Resource Partners had a return on equity of 17.61% and a net margin of 12.25%.

ARLP has been the topic of several other research reports. Wall Street Zen lowered Alliance Resource Partners from a “buy” rating to a “hold” rating in a research report on Saturday, April 4th. Weiss Ratings raised shares of Alliance Resource Partners from a “hold (c)” rating to a “hold (c+)” rating in a research note on Friday. Finally, Zacks Research raised shares of Alliance Resource Partners from a “hold” rating to a “strong-buy” rating in a report on Wednesday, July 8th. 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 company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and an average target price of $30.00.

Alliance Resource Partners Stock Up 1.1%

Shares of ARLP stock opened at $25.91 on Wednesday. The stock has a 50 day moving average of $24.70 and a 200 day moving average of $25.53. The company has a current ratio of 1.46, a quick ratio of 0.95 and a debt-to-equity ratio of 0.24. The stock has a market cap of $3.33 billion, a P/E ratio of 12.64 and a beta of 0.23. Alliance Resource Partners has a twelve month low of $22.20 and a twelve month high of $29.45.

Hedge Funds Weigh In On Alliance Resource Partners

Several institutional investors and hedge funds have recently modified their holdings of ARLP. Morgan Stanley raised its holdings in Alliance Resource Partners by 95.4% in the 4th 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 during the period. Energy Income Partners LLC grew its holdings in Alliance Resource Partners by 145.9% in the first quarter. Energy Income Partners LLC now owns 737,328 shares of the energy company’s stock valued at $20,387,000 after purchasing an additional 437,486 shares during the period. ING Groep NV grew its holdings in Alliance Resource Partners by 76.7% in the fourth quarter. ING Groep NV now owns 668,000 shares of the energy company’s stock valued at $15,518,000 after purchasing an additional 289,900 shares during the period. Mercer Global Advisors Inc. ADV grew its holdings in Alliance Resource Partners by 1,636.3% in the third quarter. Mercer Global Advisors Inc. ADV now owns 268,637 shares of the energy company’s stock valued at $6,792,000 after purchasing an additional 253,165 shares during the period. Finally, Mizuho Markets Americas LLC purchased a new stake in shares of Alliance Resource Partners in the first quarter valued at approximately $6,830,000. Hedge funds and other institutional investors own 18.11% of the company’s stock.

Alliance Resource Partners Announces Dividend

The firm 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 is Friday, August 7th. This represents a $2.40 dividend on an annualized basis and a dividend yield of 9.3%. Alliance Resource Partners’s dividend payout ratio (DPR) is 126.32%.

Key Headlines Impacting Alliance Resource Partners

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.