Kimbell (KRP) Q1 2026 Earnings Transcript
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 56 minutes ago
0mins
Should l Buy KRP?
Source: NASDAQ.COM
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Analyst Views on KRP
Wall Street analysts forecast KRP stock price to rise
6 Analyst Rating
2 Buy
3 Hold
1 Sell
Hold
Current: 14.590
Low
12.00
Averages
17.00
High
24.00
Current: 14.590
Low
12.00
Averages
17.00
High
24.00
About KRP
Kimbell Royalty Partners, LP is an oil and gas mineral and royalty company. It owns mineral and royalty interests in over 17 million gross acres in 28 states and in onshore basins in the continental United States, including ownership in more than 130,000 gross wells with over 51,000 wells in the Permian Basin. Its properties include the Permian Basin, Mid-Continent, Appalachian, Eagle Ford, Bakken, Terryville/Cotton Valley/Haynesville, and DJ Basin/Rockies/Niobrara. The Permian Basin extends from southeastern New Mexico into West Texas. The Mid-Continent is an area containing fields in Arkansas, Kansas, Louisiana, New Mexico, Oklahoma, Nebraska and Texas and including the Granite Wash, Cleveland, and Mississippi Lime formations. The Appalachian Basin covers most of Pennsylvania, eastern Ohio, West Virginia, western Maryland, eastern Kentucky, central Tennessee, Western Virginia, northwestern Georgia, and northern Alabama. The Eagle Ford shale formation stretches across 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.
Kimbell Royalty Partners Set to Announce Q1 Earnings on May 7
- Earnings Announcement: Kimbell Royalty Partners is set to release its Q1 2023 earnings on May 7 before market open, with consensus EPS estimates at $0.21 and revenue expectations at $89.78 million, reflecting a 6.6% year-over-year growth.
- Upward EPS Revisions: Over the last three months, KRP's EPS estimates have seen three upward revisions with no downward adjustments, indicating increased analyst confidence in the company's profitability, which could positively impact its stock price.
- Revenue Estimate Adjustments: Similarly, revenue estimates have also experienced three upward revisions without any downward changes, suggesting a bullish outlook from the market regarding KRP's performance among small-cap energy stocks, potentially attracting more investor interest.
- Dividend Stability: Kimbell Royalty Partners projects an average quarterly distribution of $0.47 per unit by 2026, demonstrating the company's ability to maintain fundamental and investment stability amid market volatility, thereby enhancing its appeal as a high-yield investment.
See More
Kimbell (KRP) Q1 2026 Earnings Transcript
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Kimbell Royalty Partners Q1 2026 Financial Results Announcement
- Strong Production Capacity: Kimbell's Q1 2026 run-rate average daily production reached 25,522 Boe/d, exceeding the midpoint of guidance, demonstrating the resilience of its high-quality, low-decline production base, which is expected to enhance market competitiveness.
- Active Rig Count: As of March 31, 2026, Kimbell had 85 active rigs drilling on its acreage, representing 16% of the U.S. land rig market share, indicating the company's strong position and ongoing growth potential in the oil and gas sector.
- Cash Distribution and Tax Advantages: The announced cash distribution of $0.41 per common unit reflects an annualized tax-advantaged yield of 11.2%, with approximately 72% of the distribution expected to be non-taxable, enhancing after-tax returns for unit holders.
- Financial Health: Total revenues for Q1 were $65.5 million, with net income around $6.9 million, and a net debt to adjusted EBITDA ratio of 1.6x, showcasing the company's robust financial management and operational efficiency.
See More
High-Yield Dividend Stocks Attract Investor Attention
- Kimbell Royalty Partners Performance: Kimbell Royalty Partners reported a run-rate daily production of 25,627 Boe/d in Q4 2025, generating $76 million in oil, natural gas, and liquids revenue, with total revenue of $82.5 million reflecting over 23% year-over-year growth, exceeding forecasts by $5.36 million, indicating strong performance in the energy sector.
- Cash Distribution and Dividends: By the end of Q4 2025, Kimbell had $46.84 million available for distribution, supporting a dividend of $0.37 per share, which annualizes to $1.48, yielding 10%, providing investors with a reliable income stream amidst market volatility.
- One Liberty Properties Strategy: One Liberty Properties acquired 13 industrial properties for $188 million in 2025, reflecting its strategic shift towards an industrial-heavy portfolio, which is expected to drive earnings growth and enhance market competitiveness.
- Dividends and Market Expectations: One Liberty's quarterly dividend is set at $0.45 per share, annualizing to $1.80, with a forward yield of 8.2%, and combined with analysts' buy ratings, suggests a potential total return of 33% over the next year.
See More
Kimbell Royalty Partners Upgraded to Overweight by KeyBanc
- Stock Price Surge: Kimbell Royalty Partners (KRP) rose 3.7% in Thursday's trading, reflecting market optimism following KeyBanc's upgrade from Sector Weight to Overweight with a $17 price target, indicating strong future performance expectations.
- Increased Yield Forecast: KeyBanc analyst Tim Rezvan now projects a near-term yield of 13.5% for KRP units, significantly up from the previous 10.5%, driven by revised oil and gas price forecasts amid ongoing Middle East disruptions affecting global crude and refined products.
- Acquisition Strategy Shift: KRP management expressed equal interest in assets in the Eagle Ford, Mid-Con, and Haynesville regions, demonstrating a pragmatic approach to seeking deals outside the competitive Permian Basin, which may lead to higher M&A accretion.
- Market Environment Impact: Rezvan noted that the oil price rally should alleviate concerns about declining activity in the Lower 48, while a stronger oil price outlook may attract sellers for bolt-on acquisitions, further strengthening KRP's market position.
See More
Kimbell Royalty Partners to Release Q1 2026 Financial Results
- Earnings Release Schedule: Kimbell Royalty Partners is set to announce its Q1 2026 financial results on May 7, 2026, before market open, alongside its quarterly distribution, reflecting the company's commitment to transparency and shareholder returns.
- Conference Call Details: The company will host a conference call at 10:00 a.m. Central (11:00 a.m. Eastern) on the same day, providing a live webcast to enhance investor communication and market engagement.
- Replay Availability: A replay of the conference call will be accessible until May 14, allowing investors who missed the live event to dial 201-612-7415 with conference ID 13759315# to catch up on critical information.
- Company Overview: Kimbell Royalty Partners holds mineral and royalty interests in over 133,000 gross wells across 28 states, covering more than 17 million gross acres, showcasing its significant presence and influence in the oil and gas sector.
See More
Kimbell Royalty Partners Set to Announce Q1 Earnings on May 7
- Earnings Announcement: Kimbell Royalty Partners is set to release its Q1 2023 earnings on May 7 before market open, with consensus EPS estimates at $0.21 and revenue expectations at $89.78 million, reflecting a 6.6% year-over-year growth.
- Upward EPS Revisions: Over the last three months, KRP's EPS estimates have seen three upward revisions with no downward adjustments, indicating increased analyst confidence in the company's profitability, which could positively impact its stock price.
- Revenue Estimate Adjustments: Similarly, revenue estimates have also experienced three upward revisions without any downward changes, suggesting a bullish outlook from the market regarding KRP's performance among small-cap energy stocks, potentially attracting more investor interest.
- Dividend Stability: Kimbell Royalty Partners projects an average quarterly distribution of $0.47 per unit by 2026, demonstrating the company's ability to maintain fundamental and investment stability amid market volatility, thereby enhancing its appeal as a high-yield investment.
See More
Kimbell (KRP) Q1 2026 Earnings Transcript
See More
Kimbell Royalty Partners Q1 2026 Financial Results Announcement
- Strong Production Capacity: Kimbell's Q1 2026 run-rate average daily production reached 25,522 Boe/d, exceeding the midpoint of guidance, demonstrating the resilience of its high-quality, low-decline production base, which is expected to enhance market competitiveness.
- Active Rig Count: As of March 31, 2026, Kimbell had 85 active rigs drilling on its acreage, representing 16% of the U.S. land rig market share, indicating the company's strong position and ongoing growth potential in the oil and gas sector.
- Cash Distribution and Tax Advantages: The announced cash distribution of $0.41 per common unit reflects an annualized tax-advantaged yield of 11.2%, with approximately 72% of the distribution expected to be non-taxable, enhancing after-tax returns for unit holders.
- Financial Health: Total revenues for Q1 were $65.5 million, with net income around $6.9 million, and a net debt to adjusted EBITDA ratio of 1.6x, showcasing the company's robust financial management and operational efficiency.
See More
High-Yield Dividend Stocks Attract Investor Attention
- Kimbell Royalty Partners Performance: Kimbell Royalty Partners reported a run-rate daily production of 25,627 Boe/d in Q4 2025, generating $76 million in oil, natural gas, and liquids revenue, with total revenue of $82.5 million reflecting over 23% year-over-year growth, exceeding forecasts by $5.36 million, indicating strong performance in the energy sector.
- Cash Distribution and Dividends: By the end of Q4 2025, Kimbell had $46.84 million available for distribution, supporting a dividend of $0.37 per share, which annualizes to $1.48, yielding 10%, providing investors with a reliable income stream amidst market volatility.
- One Liberty Properties Strategy: One Liberty Properties acquired 13 industrial properties for $188 million in 2025, reflecting its strategic shift towards an industrial-heavy portfolio, which is expected to drive earnings growth and enhance market competitiveness.
- Dividends and Market Expectations: One Liberty's quarterly dividend is set at $0.45 per share, annualizing to $1.80, with a forward yield of 8.2%, and combined with analysts' buy ratings, suggests a potential total return of 33% over the next year.
See More
Kimbell Royalty Partners Upgraded to Overweight by KeyBanc
- Stock Price Surge: Kimbell Royalty Partners (KRP) rose 3.7% in Thursday's trading, reflecting market optimism following KeyBanc's upgrade from Sector Weight to Overweight with a $17 price target, indicating strong future performance expectations.
- Increased Yield Forecast: KeyBanc analyst Tim Rezvan now projects a near-term yield of 13.5% for KRP units, significantly up from the previous 10.5%, driven by revised oil and gas price forecasts amid ongoing Middle East disruptions affecting global crude and refined products.
- Acquisition Strategy Shift: KRP management expressed equal interest in assets in the Eagle Ford, Mid-Con, and Haynesville regions, demonstrating a pragmatic approach to seeking deals outside the competitive Permian Basin, which may lead to higher M&A accretion.
- Market Environment Impact: Rezvan noted that the oil price rally should alleviate concerns about declining activity in the Lower 48, while a stronger oil price outlook may attract sellers for bolt-on acquisitions, further strengthening KRP's market position.
See More
Kimbell Royalty Partners to Release Q1 2026 Financial Results
- Earnings Release Schedule: Kimbell Royalty Partners is set to announce its Q1 2026 financial results on May 7, 2026, before market open, alongside its quarterly distribution, reflecting the company's commitment to transparency and shareholder returns.
- Conference Call Details: The company will host a conference call at 10:00 a.m. Central (11:00 a.m. Eastern) on the same day, providing a live webcast to enhance investor communication and market engagement.
- Replay Availability: A replay of the conference call will be accessible until May 14, allowing investors who missed the live event to dial 201-612-7415 with conference ID 13759315# to catch up on critical information.
- Company Overview: Kimbell Royalty Partners holds mineral and royalty interests in over 133,000 gross wells across 28 states, covering more than 17 million gross acres, showcasing its significant presence and influence in the oil and gas sector.
See More
