ARLP Overview

Panel Discussion Announcement: Alliance Resource Partners, L.P. will have select management team members participate in a panel discussion at the AllianceBernstein Energy & Natural Resources Study Group in Houston on November 13, 2025, where they will present on the company's business.

Investor Presentation Availability: An investor presentation related to the panel discussion will be posted on ARLP's website in the "Investors" section prior to the event.

Company Overview: ARLP is the second largest coal producer in the eastern U.S., providing energy to major utilities and industrial users, while also generating income from mineral interests in coal and oil & gas regions.

Future Energy Partnerships: The company is focused on becoming a reliable energy partner by exploring opportunities that support the growth of energy and related infrastructure.

Upcoming Ex-Dividend Dates: On 11/7/25, Alliance Resource Partners LP (ARLP), Masco Corp. (MAS), and Warrior Met Coal Inc (HCC) will trade ex-dividend, with respective dividends of $0.60, $0.31, and $0.08 scheduled for payment on 11/14/25 and 11/24/25.

Expected Price Adjustments: Following the ex-dividend date, ARLP shares are expected to drop by approximately 2.44%, MAS by 0.49%, and HCC by 0.12%, based on their recent stock prices.

Dividend Yield Estimates: The estimated annualized yields for the upcoming dividends are 9.75% for ARLP, 1.97% for MAS, and 0.49% for HCC, indicating varying levels of return for investors.

Current Stock Performance: As of Wednesday trading, shares of ARLP, MAS, and HCC have seen declines of about 1.3%, 1.1%, and 6.7%, respectively, reflecting market fluctuations.

Dividend Declaration: Alliance Resource Partners (ARLP) has declared a quarterly dividend of $0.60 per share, consistent with previous payments, with a forward yield of 10.41%.

Payment Details: The dividend is payable on November 14 for shareholders of record on November 7, with the ex-dividend date also set for November 7.

Earnings Performance: ARLP reported a GAAP EPS of $0.73, exceeding expectations by $0.06, and revenue of $571.4 million, which surpassed estimates by $4.37 million.

Future Outlook: The article mentions an upcoming earnings preview for Q3 2025 and references Seeking Alpha’s Quant Rating on Alliance Resource Partners.

Earnings Performance: Alliance Resource Partners LP reported a third-quarter profit of $95.104 million, or $0.73 per share, an increase from $86.281 million, or $0.66 per share, in the same period last year.

Revenue Decline: The company's revenue decreased by 6.9% to $571.367 million, down from $613.569 million in the previous year.

Dividend Announcement: The Board declared a dividend of $0.60 per share, scheduled for payment on November 14 to shareholders of record as of November 7.

GAAP Summary: Key financial figures include earnings of $95.104 million, EPS of $0.73, and revenue of $571.367 million, reflecting the company's performance compared to the previous year.

Q3 Earnings Performance: Alliance Resource Partners reported a Q3 GAAP EPS of $0.73, exceeding expectations by $0.06, with revenue of $571.4 million, which was a 6.9% year-over-year decline but still beat estimates by $4.37 million.

Yearly Revenue Decline: Total revenues for the 2025 period decreased by 10.7% to $1.66 billion compared to $1.86 billion in 2024, primarily due to lower coal sales and transportation revenues.

Future Guidance: The company anticipates that Q4 results will match the strong performance of Q3 2025, tightening guidance for coal sales volumes and per ton expenses due to consistent operational execution and cost improvements.

Oil & Gas Royalties Update: Adjustments to BOE volume guidance in the Oil & Gas Royalties segment were made, reflecting the delayed timing of a multi-well pad in the Delaware Basin, now expected to come online in early 2026.