Noble Financial Has Pessimistic View of ARLP Q2 Earnings

Alliance Resource Partners, L.P. (NASDAQ:ARLP) – Equities research analysts at Noble Financial dropped their Q2 2026 earnings per share (EPS) estimates for shares of Alliance Resource Partners in a research report issued on Thursday, April 2nd. Noble Financial analyst M. Reichman now forecasts that the energy company will post earnings per share of $0.51 for the quarter, down from their prior estimate of $0.65. The consensus estimate for Alliance Resource Partners’ current full-year earnings is $2.72 per share. Noble Financial also issued estimates for Alliance Resource Partners’ Q3 2026 earnings at $0.78 EPS.

Alliance Resource Partners (NASDAQ:ARLP) last released its quarterly earnings results on Monday, February 2nd. The energy company reported $0.75 earnings per share for the quarter, topping analysts’ consensus estimates of $0.61 by $0.14. The firm had revenue of $535.51 million during the quarter, compared to the consensus estimate of $556.82 million. Alliance Resource Partners had a return on equity of 18.41% and a net margin of 14.18%.

Several other brokerages have also recently commented on ARLP. Wall Street Zen cut shares of Alliance Resource Partners from a “strong-buy” rating to a “buy” rating in a report on Saturday, January 3rd. Zacks Research cut shares of Alliance Resource Partners from a “hold” rating to a “strong sell” rating in a research report on Monday, January 5th. Weiss Ratings downgraded shares of Alliance Resource Partners from a “buy (b-)” rating to a “hold (c)” rating in a research note on Monday, March 16th. Finally, Benchmark restated a “buy” rating on shares of Alliance Resource Partners in a report on Tuesday, February 3rd. Two equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $29.50.

Alliance Resource Partners Price Performance

NASDAQ ARLP opened at $28.17 on Friday. The firm’s 50 day moving average is $26.44 and its 200-day moving average is $24.98. The company has a quick ratio of 1.41, a current ratio of 2.10 and a debt-to-equity ratio of 0.23. The company has a market capitalization of $3.62 billion, a PE ratio of 11.74 and a beta of 0.31. Alliance Resource Partners has a 12-month low of $22.20 and a 12-month high of $29.45.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the company. Jaffetilchin Investment Partners LLC lifted its holdings in shares of 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 buying an additional 442 shares in the last quarter. HUB Investment Partners LLC grew its stake in shares of 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 acquiring an additional 499 shares in the last quarter. BCS Wealth Management grew its stake in shares of Alliance Resource Partners by 2.1% in the third quarter. BCS Wealth Management now owns 25,747 shares of the energy company’s stock valued at $651,000 after acquiring an additional 519 shares in the last quarter. US Bancorp DE increased its position in Alliance Resource Partners by 28.5% during the third quarter. US Bancorp DE now owns 2,570 shares of the energy company’s stock worth $65,000 after acquiring an additional 570 shares during the period. Finally, AlphaCore Capital LLC raised its stake in Alliance Resource Partners by 2.4% in the 3rd quarter. AlphaCore Capital LLC now owns 26,560 shares of the energy company’s stock worth $672,000 after purchasing an additional 613 shares in the last quarter. Institutional investors own 18.11% of the company’s stock.

Alliance Resource Partners Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, February 6th were paid a $0.60 dividend. The ex-dividend date was Friday, February 6th. This represents a $2.40 annualized dividend and a yield of 8.5%. Alliance Resource Partners’s payout ratio is 100.00%.

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.