Sidoti Analysts Reduce Earnings Estimates for ARLP

28 Jul 2026, 01:13 by Amy Steele · The Cerbat Gem

Alliance Resource Partners, L.P. (NASDAQ:ARLP – Free Report) – Investment analysts at Sidoti reduced their Q2 2026 earnings per share (EPS) estimates for Alliance Resource Partners in a note issued to investors on Thursday, July 23rd. Sidoti analyst M. Mathison now forecasts that the energy company will earn $0.62 per share for the quarter, down from their previous forecast of $0.68. The consensus estimate for Alliance Resource Partners’ current full-year earnings is $2.51 per share. Sidoti also issued estimates for Alliance Resource Partners’ FY2026 earnings at $2.50 EPS and FY2028 earnings at $3.06 EPS.

Other equities research analysts also recently issued reports about the stock. Weiss Ratings raised shares of Alliance Resource Partners from a “hold (c)” rating to a “hold (c+)” rating in a research report on Friday. Zacks Research upgraded Alliance Resource Partners from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, July 8th. Finally, Wall Street Zen lowered Alliance Resource Partners from a “buy” rating to a “hold” rating in a report on Saturday, April 4th. One investment analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, Alliance Resource Partners presently has a consensus rating of “Buy” and a consensus target price of $30.00.

Check Out Our Latest Stock Report on Alliance Resource Partners

Alliance Resource Partners Stock Up 3.7%

ARLP opened at $25.63 on Monday. Alliance Resource Partners has a fifty-two week low of $22.20 and a fifty-two week high of $29.45. The firm has a market capitalization of $3.30 billion, a P/E ratio of 13.49 and a beta of 0.23. The company’s 50-day moving average is $24.68 and its 200 day moving average is $25.52. 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 (NASDAQ:ARLP – Get Free Report) last posted its earnings results 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 firm had revenue of $551.56 million during 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%.

Alliance Resource Partners Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, August 14th. Investors 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 yield of 9.4%. The ex-dividend date is Friday, August 7th. Alliance Resource Partners’s dividend payout ratio (DPR) is 126.32%.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Morgan Stanley grew its position in shares of Alliance Resource Partners by 95.4% during the 4th quarter. Morgan Stanley now owns 3,363,174 shares of the energy company’s stock valued at $78,127,000 after acquiring an additional 1,641,741 shares during the period. Progeny 3 Inc. raised its holdings in shares of Alliance Resource Partners by 0.3% in the 4th quarter. Progeny 3 Inc. now owns 3,282,671 shares of the energy company’s stock worth $76,256,000 after purchasing an additional 8,290 shares during the period. Energy Income Partners LLC lifted its stake 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 last quarter. ING Groep NV lifted its stake 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 last quarter. Finally, Barclays PLC grew its holdings in Alliance Resource Partners by 3.3% during the third quarter. Barclays PLC now owns 657,191 shares of the energy company’s stock valued at $16,617,000 after purchasing an additional 21,116 shares during the period. 18.11% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Alliance Resource Partners

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 Company Profile

(Get Free Report)

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.