Alliance Resource Partners

The options market is pricing in an implied move of 5.8% for Alliance Resource Partners when the company reports quarterly results on July 27 before the market opens. Bloomberg data show the stock has not exceeded the options‑market‑implied move in any of the last eight reporting periods. Previous quarters repeatedly showed higher implied moves than the actual price changes, with the largest real reaction occurring in February, when the stock fell 5.6%. » More on de.investing.com

Alliance Resource Partners completed the purchase of certain general and limited partner interests in AllDale Minerals III and IV for about $206.2 million. The acquisition was financed with cash, amounts drawn on the revolving credit facility, and a new $150 million loan from subsidiary Alliance Minerals, and increases controlled gas and oil royalties to roughly 115,680 net lease acres, including over 44,770 in the Permian Basin. The company reports a current ratio of 1.46, total debt of $508 million, and a dividend yield of 10.11%; ARLP will provide further details on the next quarterly conference call. » More on de.investing.com

A $1,000 investment in Alliance Resource Partners LP three years ago would have grown to $1,351.92, based on a closing price of $24.24 and a then price of $17.93. That corresponds to a return of 35.19%; the company's most recent market value was $3.16 billion. Stock splits and dividends were not included in the calculation. » More on finanzen.net

Record oil and gas royalty volumes and higher commodity prices offset lower coal sales and weather-related shipment delays in Q1 2026. The partnership recorded a $37.8 million noncash impairment at the Mettiki mine after ceasing longwall production and saw an $11.6 million fair-value drop in digital assets while opting to hold 618 Bitcoin. More than 95% of 2026 coal sales are committed and priced, management raised oil and gas royalty volume guidance by ~5%, and expects stronger second-half performance as longwall moves complete and unit costs decline. Capital allocation will prioritize reinvesting after-tax cash flow from royalties into minerals and evaluating coal plant acquisitions, while distribution coverage sits at 1x with a target of 1.2x–1.4x before increases. » More on finance.yahoo.com

Shares of Alliance Resource Partners climbed to a 52-week high of $29.30 and are currently about 1% below that level, with the RSI indicating overbought territory. The stock is up 27% year-to-date and 24% over the past six months; the dividend yield is 8.3% and the company has paid dividends for 28 years. For Q4 2025, Alliance Resource Partners beat EPS expectations with $0.64 but missed revenue estimates; Benchmark confirms its buy recommendation with a $29.00 price target. » More on de.investing.com