Alliance Resource Partners Projects FY25 Capital Expenditures Between $285M and $320M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 27 2025
0mins
Market Positioning: Alliance is in a strong position to meet market demand due to improving fundamentals, a completed capital program that reduces costs, and a robust balance sheet.
Impact of Oil Prices: While declining oil prices may negatively affect volumes and royalty revenue in the short term, increased LNG export capacity and utility demand are expected to mitigate these effects.
Electricity Demand Growth: Analysts project a 4-6% annual growth in electricity demand in PJM and other markets, driven by normalized utility inventories and unprecedented demand from data centers.
Production Opportunities: Alliance anticipates the opportunity to increase production at Tunnel Ridge and Illinois Basin operations by 2026.
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Analyst Views on ARLP
Wall Street analysts forecast ARLP stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ARLP is 31.00 USD with a low forecast of 29.00 USD and a high forecast of 33.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 24.270
Low
29.00
Averages
31.00
High
33.00
Current: 24.270
Low
29.00
Averages
31.00
High
33.00
About ARLP
Alliance Resource Partners, L.P. is a diversified energy company. It is engaged in the production and marketing of coal to domestic utilities, industrial users and international customers, as well as royalty income from oil & gas mineral interests located across the United States. Its segments include Illinois Basin Coal Operations, Appalachia Coal Operations, Oil & Gas Royalties and Coal Royalties. Illinois Basin Coal Operation includes the Gibson County Coal, LLC mining complex; the Warrior Coal, LLC mining complex; the River View Coal, LLC mining complex and the Hamilton County Coal, LLC mining complex. Appalachia Coal Operations include the Mettiki mining complex, the Tunnel Ridge mining complex and the MC Mining, LLC mining complex. The Oil & Gas Royalties include oil and gas mineral interests held by Alliance Minerals as well as its equity interests in AllDale III. Coal Royalties segment includes coal mineral reserves and resources owned or leased by Alliance Resource Properties.
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.
Alliance Resource Partners Set to Announce Q4 Earnings on February 2nd
- Earnings Announcement: Alliance Resource Partners (ARLP) is set to release its Q4 2023 earnings report on February 2nd before market open, with consensus estimates predicting an EPS of $0.57 and revenue of $556.82 million, reflecting a 5.6% year-over-year decline.
- Performance Expectations: Over the past year, ARLP has only beaten EPS and revenue estimates 25% of the time, indicating challenges in profitability amid the current coal cycle, which may impact investor confidence.
- Revision Trends: In the last three months, there have been no upward revisions to EPS estimates, with two downward adjustments, while revenue estimates also saw no upward revisions and three downward adjustments, reflecting a cautious market outlook on the company's future performance.
- Industry Context: With the coal cycle gradually declining, ARLP's income model is under scrutiny, prompting investors to closely monitor how the company maintains its revenue and profit levels in this challenging environment.
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Alliance Resource Partners Announces Cash Distribution
- Cash Distribution Announcement: Alliance Resource Partners (ARLP) Board approved a cash distribution of $0.60 per unit for the 2025 Quarter, reflecting the company's ongoing cash flow stability and commitment to unitholders.
- Payment Schedule: The cash distribution will be paid on February 13, 2026, with a record date of February 6, 2026, ensuring timely returns for investors and reinforcing confidence in the company's financial health.
- Earnings Report Schedule: ARLP is set to release its financial results for the 2025 Quarter before market opens on February 2, 2026, followed by a conference call at 10:00 AM Eastern, enhancing transparency and investor engagement.
- Tax Compliance Notification: Concurrently, ARLP provided notice to brokers regarding the federal income tax withholding requirements for non-U.S. investors, mandating a withholding rate of the highest applicable rate plus 10%, ensuring compliance and clarity in tax obligations.
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