Black Stone Minerals (BSM): Assessing Valuation Following Recent Minor Increases in Share Price
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 05 2025
0mins
Should l Buy BSM?
Source: Yahoo Finance
Current Stock Performance: Black Stone Minerals (BSM) shares have seen a slight increase recently, with a 4.9% gain over the past 90 days, but the total shareholder return over the past year is slightly negative, raising questions about its valuation amidst changing energy trends.
Valuation Insights: The stock is currently priced at $13.34, with a fair value estimate of $13.00, leading investors to consider whether it is overvalued or if there remains a buying opportunity based on future growth prospects.
Growth Potential and Risks: The company is diversifying its operations by onboarding multiple top-tier operators, which could enhance long-term revenue growth; however, production delays and reliance on third-party operators pose risks to this growth outlook.
Valuation Models: While consensus suggests BSM is slightly overvalued, a DCF model indicates it may be undervalued, prompting further investigation into the company's future cash flows and potential hidden risks.
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Analyst Views on BSM
Wall Street analysts forecast BSM stock price to fall
2 Analyst Rating
0 Buy
2 Hold
0 Sell
Hold
Current: 15.110
Low
13.00
Averages
13.00
High
13.00
Current: 15.110
Low
13.00
Averages
13.00
High
13.00
About BSM
Black Stone Minerals, L.P. is an owner and manager of oil and natural gas mineral interests in the United States. The Company’s principal business is maximizing the value of its existing portfolio of mineral and royalty assets through active management. It owns mineral interests in approximately 16.8 million gross acres. It also owns nonparticipating royalty interests (NPRIs) in 1.8 million gross acres and overriding royalty interests (ORRIs) in 1.6 million gross acres. The Company owns mineral and royalty interests in 41 states in the continental United States, including all of the onshore producing basins. Many of these interests are in active resource plays, including the Haynesville/Bossier shales in East Texas/Western Louisiana, the Wolfcamp/Spraberry/Bone Springs in the Permian Basin, the Bakken/Three Forks in the Williston Basin, and the Eagle Ford shale in South Texas.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Black Stone Minerals Declares $0.30 Quarterly Dividend
- Quarterly Dividend Maintained: Black Stone Minerals has declared a quarterly dividend of $0.30 per share, consistent with previous distributions, reflecting the company's stable cash flow and profitability, which helps bolster investor confidence.
- Attractive Yield: The forward yield of 8.01% not only provides shareholders with a substantial return but also attracts income-seeking investors, further solidifying the company's market position.
- Clear Payment Schedule: The dividend is set to be paid on February 25, with a record date of February 18 and an ex-dividend date also on February 18, allowing investors to plan their finances effectively with this clear timeline.
- Optimistic Future Outlook: Black Stone Minerals anticipates maintaining a $0.30 per unit distribution through 2026, and with the support of a third production agreement, this indicates the company's growth potential in the Haynesville region and a commitment to a stable dividend policy.
See More
Black Stone Minerals Declares Q4 2025 Distribution
- Cash Distribution Announcement: Black Stone Minerals has declared a cash distribution of $0.30 per common unit for Q4 2025, consistent with the previous quarter, reflecting the company's stable cash flow and dividend policy, which enhances investor confidence.
- Distribution Payment Date: The distribution will be payable on February 25, 2026, to unitholders of record on February 18, 2026, ensuring timely returns for investors and further solidifying trust between the company and its stakeholders.
- Earnings Report Schedule: The partnership plans to release its Q4 and full-year 2025 financial results after market close on February 23, 2026, followed by a conference call on February 24, providing a transparent platform for information exchange and increasing market focus on the company's performance.
- Conference Call Details: The conference call is scheduled for 9:00 a.m. Central time on February 24, 2026, with dedicated dial-in numbers for domestic and international participants, ensuring all investors can engage in discussions, thereby enhancing corporate governance and investor relations transparency.
See More
Black Stone Minerals Declares Q4 2025 Distribution
- Cash Distribution Announcement: Black Stone Minerals' Board has approved a cash distribution of $0.30 per common unit for Q4 2025, consistent with the previous quarter, reflecting the company's stable cash flow and dividend policy, which enhances investor confidence.
- Distribution Payment Date: The distribution will be payable on February 25, 2026, to unitholders of record on February 18, 2026, ensuring timely returns for investors and further solidifying trust between the company and its shareholders.
- Earnings Report Schedule: The Partnership plans to release its Q4 and full-year 2025 earnings after market close on February 23, 2026, followed by a conference call on February 24, providing a transparent disclosure mechanism that helps investors better understand the company's financial health.
- Conference Call Details: The call will take place at 9:00 a.m. Central time on February 24, 2026, with dial-in numbers provided for domestic and international participants, ensuring all investors can engage in discussions and enhancing interaction between the company and its stakeholders.
See More
Mid-to-Low Cap Energy Stocks Earn A+ EPS Revision Ratings
- Analyst Rating Upgrades: Several mid-to-low cap energy stocks, including American Resources (AREC) and Black Stone Minerals (BSM), have received an A+ EPS Revision rating from analysts, indicating a significant increase in market confidence regarding their profitability outlook, which may attract more investor attention.
- Improved Earnings Expectations: CrossAmerica Partners LP (CAPL) and Delek US Holdings (DK) also achieved an A+ rating, reflecting analysts' upward revisions of their earnings forecasts, suggesting that their fundamentals are improving and could drive stock price increases.
- Industry Trend Analysis: VAALCO Energy (EGY) and KNOT Offshore Partners LP (KNOP) have also earned A+ ratings, indicating strong earnings momentum among low-cap energy stocks as the earnings season approaches, potentially eliciting positive investor reactions.
- Market Focus: Liberty Energy (LBRT) and Nordic American Tankers (NAT) receiving A+ ratings further demonstrate analysts' optimism about their earnings prospects, which could lead to increased capital inflows into these stocks and enhance market activity.
See More
BSM Experiences Significant Drop Below Key Moving Average
- 52 Week Range: BSM's stock has a 52-week low of $11.78 and a high of $15.60, with the last trade recorded at $13.44.
- Market Analysis: The article mentions other energy stocks that have recently fallen below their 200-day moving average.
- Author's Perspective: The views expressed in the article are solely those of the author and do not necessarily represent Nasdaq, Inc.
- Stock Performance Context: The information provided gives context to BSM's current stock performance within the broader energy market.
See More
Black Stone Minerals Enters 220,000 Acre Development Agreement with Caturus Energy
- Development Agreement Signed: Black Stone Minerals has entered into a 220,000 gross acre development agreement with Caturus Energy, aiming to ramp up drilling activities over the next six years to meet the growing demand for natural gas in the Gulf Coast region.
- Drilling Program Expansion: The agreement allows Caturus to conduct pilot drilling in the first two years, with plans to drill approximately 12 wells annually by the end of the six-year term, significantly enhancing Black Stone's production and revenue potential.
- Resource Control Advantage: Black Stone currently manages about 40,000 undeveloped net acres in the contract area, with opportunities for further acquisitions to increase its net interest, strengthening its market position in East Texas.
- Long-term Development Strategy: This collaboration will drive Black Stone's long-term gas development program in the Haynesville and Bossier regions, expected to generate stable royalty income for the company and support its ongoing growth.
See More
Black Stone Minerals Declares $0.30 Quarterly Dividend
- Quarterly Dividend Maintained: Black Stone Minerals has declared a quarterly dividend of $0.30 per share, consistent with previous distributions, reflecting the company's stable cash flow and profitability, which helps bolster investor confidence.
- Attractive Yield: The forward yield of 8.01% not only provides shareholders with a substantial return but also attracts income-seeking investors, further solidifying the company's market position.
- Clear Payment Schedule: The dividend is set to be paid on February 25, with a record date of February 18 and an ex-dividend date also on February 18, allowing investors to plan their finances effectively with this clear timeline.
- Optimistic Future Outlook: Black Stone Minerals anticipates maintaining a $0.30 per unit distribution through 2026, and with the support of a third production agreement, this indicates the company's growth potential in the Haynesville region and a commitment to a stable dividend policy.
See More
Black Stone Minerals Declares Q4 2025 Distribution
- Cash Distribution Announcement: Black Stone Minerals has declared a cash distribution of $0.30 per common unit for Q4 2025, consistent with the previous quarter, reflecting the company's stable cash flow and dividend policy, which enhances investor confidence.
- Distribution Payment Date: The distribution will be payable on February 25, 2026, to unitholders of record on February 18, 2026, ensuring timely returns for investors and further solidifying trust between the company and its stakeholders.
- Earnings Report Schedule: The partnership plans to release its Q4 and full-year 2025 financial results after market close on February 23, 2026, followed by a conference call on February 24, providing a transparent platform for information exchange and increasing market focus on the company's performance.
- Conference Call Details: The conference call is scheduled for 9:00 a.m. Central time on February 24, 2026, with dedicated dial-in numbers for domestic and international participants, ensuring all investors can engage in discussions, thereby enhancing corporate governance and investor relations transparency.
See More
Black Stone Minerals Declares Q4 2025 Distribution
- Cash Distribution Announcement: Black Stone Minerals' Board has approved a cash distribution of $0.30 per common unit for Q4 2025, consistent with the previous quarter, reflecting the company's stable cash flow and dividend policy, which enhances investor confidence.
- Distribution Payment Date: The distribution will be payable on February 25, 2026, to unitholders of record on February 18, 2026, ensuring timely returns for investors and further solidifying trust between the company and its shareholders.
- Earnings Report Schedule: The Partnership plans to release its Q4 and full-year 2025 earnings after market close on February 23, 2026, followed by a conference call on February 24, providing a transparent disclosure mechanism that helps investors better understand the company's financial health.
- Conference Call Details: The call will take place at 9:00 a.m. Central time on February 24, 2026, with dial-in numbers provided for domestic and international participants, ensuring all investors can engage in discussions and enhancing interaction between the company and its stakeholders.
See More
Mid-to-Low Cap Energy Stocks Earn A+ EPS Revision Ratings
- Analyst Rating Upgrades: Several mid-to-low cap energy stocks, including American Resources (AREC) and Black Stone Minerals (BSM), have received an A+ EPS Revision rating from analysts, indicating a significant increase in market confidence regarding their profitability outlook, which may attract more investor attention.
- Improved Earnings Expectations: CrossAmerica Partners LP (CAPL) and Delek US Holdings (DK) also achieved an A+ rating, reflecting analysts' upward revisions of their earnings forecasts, suggesting that their fundamentals are improving and could drive stock price increases.
- Industry Trend Analysis: VAALCO Energy (EGY) and KNOT Offshore Partners LP (KNOP) have also earned A+ ratings, indicating strong earnings momentum among low-cap energy stocks as the earnings season approaches, potentially eliciting positive investor reactions.
- Market Focus: Liberty Energy (LBRT) and Nordic American Tankers (NAT) receiving A+ ratings further demonstrate analysts' optimism about their earnings prospects, which could lead to increased capital inflows into these stocks and enhance market activity.
See More
BSM Experiences Significant Drop Below Key Moving Average
- 52 Week Range: BSM's stock has a 52-week low of $11.78 and a high of $15.60, with the last trade recorded at $13.44.
- Market Analysis: The article mentions other energy stocks that have recently fallen below their 200-day moving average.
- Author's Perspective: The views expressed in the article are solely those of the author and do not necessarily represent Nasdaq, Inc.
- Stock Performance Context: The information provided gives context to BSM's current stock performance within the broader energy market.
See More
Black Stone Minerals Enters 220,000 Acre Development Agreement with Caturus Energy
- Development Agreement Signed: Black Stone Minerals has entered into a 220,000 gross acre development agreement with Caturus Energy, aiming to ramp up drilling activities over the next six years to meet the growing demand for natural gas in the Gulf Coast region.
- Drilling Program Expansion: The agreement allows Caturus to conduct pilot drilling in the first two years, with plans to drill approximately 12 wells annually by the end of the six-year term, significantly enhancing Black Stone's production and revenue potential.
- Resource Control Advantage: Black Stone currently manages about 40,000 undeveloped net acres in the contract area, with opportunities for further acquisitions to increase its net interest, strengthening its market position in East Texas.
- Long-term Development Strategy: This collaboration will drive Black Stone's long-term gas development program in the Haynesville and Bossier regions, expected to generate stable royalty income for the company and support its ongoing growth.
See More
