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ARLP Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

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High
27.750
Open
27.480
VWAP
27.53
Vol
391.26K
Mkt Cap
3.52B
Low
27.330
Amount
10.77M
EV/EBITDA(TTM)
5.73
Total Shares
128.66M
EV
3.92B
EV/OCF(TTM)
6.02
P/S(TTM)
1.60
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.
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Events Timeline

(ET)
2026-03-03
12:00:00
Thermal Coal Stocks Rise for Second Day, Peabody Energy Up 4.2%
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2026-02-18 (ET)
2026-02-18
15:00:00
U.S. EPA to Loosen Emission Regulations for Coal Plants
select
link
2026-02-12 (ET)
2026-02-12
16:20:00
Dow Jones Falls 669.42 Points, Nasdaq Drops 469.32 Points
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2026-02-12
12:20:00
Dow Jones Index Falls 1.10% Amid Technology Profit Concerns
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2026-02-12
10:10:00
Applied Materials Reaches $252.5M Settlement with U.S. Department of Commerce
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2026-02-12
09:10:00
Trump Directs Pentagon to Secure Long-Term Power Contracts with Coal Plants
select
link
2026-02-11 (ET)
2026-02-11
10:20:00
Trump Plans to Support U.S. Coal-Fired Power Plants
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2026-02-11
06:30:00
Trump Plans to Use Government Funding to Support Coal Plants
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link
2026-02-02 (ET)
2026-02-02
07:10:00
Joseph Craft: Q4 Revenue $535.51M, Below Expectations
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2026-02-02
07:10:00
Craft: 2026 Oil & Gas Royalty Volumes Near 2025 Record Levels
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News

Benzinga
8.0
02-12Benzinga
Trump Signs Executive Order for Coal Purchases
  • Coal Procurement Directive: President Trump signed an executive order directing the Department of Defense to purchase electricity from coal-fired power plants, aiming to support the struggling coal industry and enhance national energy security through military procurement of significant coal supplies.
  • Funding for Upgrades: The Energy Department will allocate $175 million to upgrade six coal plants across Kentucky, North Carolina, Ohio, Virginia, and West Virginia, aiming to improve operational efficiency and environmental compliance of these facilities.
  • Closure Delay Announcement: The Tennessee Valley Authority announced plans to delay the closure of two older coal-fired plants in Tennessee, indicating government support for the coal industry, which may impact the future energy landscape.
  • Industry Outlook Analysis: While coal generation rose approximately 13% year-over-year, the International Energy Agency projects that U.S. coal consumption will decline by 6% annually through 2030, reflecting a gradual shift towards renewable energy and natural gas alternatives.
seekingalpha
8.0
02-12seekingalpha
Trump Signs Executive Order to Revitalize Coal Industry
  • Government Procurement Commitment: Trump signed an executive order committing the federal government to long-term electricity purchase agreements with coal plants to support U.S. military operations, which is expected to enhance market demand and stability for the coal industry.
  • Funding for Upgrades: The Department of Energy will provide $175 million to upgrade six coal plants in Kentucky, North Carolina, Ohio, Virginia, and West Virginia, which is anticipated to improve production efficiency and environmental standards at these facilities.
  • Positive Market Reaction: Following Trump's signing of the order, Peabody Energy's stock rose 4.5% in after-hours trading, indicating optimistic market sentiment towards the revitalization of the coal industry, while other coal-related companies also saw stock price increases, reflecting investor confidence in policy support.
  • Environmental Controversy Intensifies: Despite Trump's efforts to revitalize the coal industry, environmental groups criticized the move as placing a financial burden on taxpayers for high-pollution power plants, potentially leading to increased energy costs in the future and raising social risks associated with policy implementation.
seekingalpha
9.5
02-02seekingalpha
Alliance Resource Partners Q4 2025 Earnings Highlights
  • Strong Financial Performance: In Q4 2025, adjusted EBITDA reached $191.1 million, a 54.1% increase year-over-year, with net income of $82.7 million translating to $0.64 per unit, reflecting the company's success in reducing operating costs and enhancing investment income.
  • Sales and Revenue Dynamics: Total revenues were $535.5 million, showing a decline primarily due to lower coal sales and transportation revenues; however, record oil and gas royalty income partially offset this decrease, indicating resilience in the company's revenue streams.
  • Optimistic Future Outlook: Coal sales volumes for 2026 are projected between 33.75 million and 35.25 million tons, with expected increases in Illinois Basin and Tunnel Ridge volumes despite a significant decline at Mettiki, showcasing the company's positive market demand expectations.
  • Capital Expenditures and Cash Flow: Projected capital expenditures for 2026 are between $280 million and $300 million, while Q4 free cash flow was $93.8 million, with a distribution coverage ratio of 1.29, demonstrating the company's robust financial health and investment capacity.
seekingalpha
9.5
02-02seekingalpha
Alliance Resource Partners Q4 Earnings Analysis
  • Earnings Highlights: Alliance Resource Partners reported Q4 GAAP EPS of $0.64, beating expectations by $0.03, indicating stable profitability; however, revenue of $535.5 million fell 9.3% year-over-year and missed market expectations, reflecting challenges in the coal market.
  • Sales Volume Outlook: The 2026 coal sales volume is projected to be between 33.75 million and 35.25 million short tons, with Illinois Basin sales expected at 26.00 to 27.00 million short tons and Appalachia at 7.75 to 8.25 million short tons, showing cautious optimism about future market demand.
  • Price and Cost Analysis: The expected coal sales price per ton for the Illinois Basin in 2026 is between $50.00 and $52.00, while Appalachia is projected at $66.00 to $71.00; despite rising sales prices, the adjusted EBITDA expense per ton is also increasing, which may impact overall profit margins.
  • Capital Expenditure Plans: The company plans capital expenditures between $280 million and $300 million for 2026, demonstrating a commitment to future investments, even amid market volatility, while aiming to maintain operations and expand its business.
seekingalpha
9.5
01-30seekingalpha
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.
Businesswire
8.0
01-27Businesswire
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.
Wall Street analysts forecast ARLP stock price to rise
1 Analyst Rating
Wall Street analysts forecast ARLP stock price to rise
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
33.00
Averages
33.00
High
33.00
Current: 0.000
sliders
Low
33.00
Averages
33.00
High
33.00
Texas Capital
NULL
to
Buy
initiated
$30
AI Analysis
2025-09-24
Reason
Texas Capital
Price Target
$30
AI Analysis
2025-09-24
initiated
NULL
to
Buy
Reason
Texas Capital initiated coverage of Alliance Resource Partners with a Buy rating and $30 price target.
Texas Capital
Buy
initiated
$30
2025-09-24
Reason
Texas Capital
Price Target
$30
2025-09-24
initiated
Buy
Reason
Texas Capital initiated coverage of Alliance Resource Partners with a Buy rating and $30 price target. The company is the second-largest coal producer on the East Coast and operates a portfolio of seven coal mining complexes in the Illinois Basin and Appalachia, the analyst tells investors in a research note. Alliance's major differentiator has been its consistent operating margins, and while operating performance in the Appalachia segment has been slightly more volatile in recent years, margins are set to return closer to historical averages as operations at Tunnel Ridge improve in the coming quarters, the firm added.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for ARLP
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Valuation Metrics

The current forward P/E ratio for Alliance Resource Partners LP (ARLP.O) is 9.07, compared to its 5-year average forward P/E of 5.51. For a more detailed relative valuation and DCF analysis to assess Alliance Resource Partners LP's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
5.51
Current PE
9.07
Overvalued PE
8.41
Undervalued PE
2.60

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
3.61
Current EV/EBITDA
4.78
Overvalued EV/EBITDA
4.59
Undervalued EV/EBITDA
2.63

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
1.06
Current PS
1.33
Overvalued PS
1.33
Undervalued PS
0.79

Financials

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Whales Holding ARLP

C
Cushing Asset Management, LP
Holding
ARLP
+14.54%
3M Return
P
Progeny 3, Inc.
Holding
ARLP
-0.63%
3M Return

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Frequently Asked Questions

What is Alliance Resource Partners LP (ARLP) stock price today?

The current price of ARLP is 27.5 USD — it has increased 0.4

What is Alliance Resource Partners LP (ARLP)'s business?

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.

What is the price predicton of ARLP Stock?

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 is33.00 USD with a low forecast of 33.00 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.

What is Alliance Resource Partners LP (ARLP)'s revenue for the last quarter?

Alliance Resource Partners LP revenue for the last quarter amounts to 535.51M USD, decreased -9.25

What is Alliance Resource Partners LP (ARLP)'s earnings per share (EPS) for the last quarter?

Alliance Resource Partners LP. EPS for the last quarter amounts to 0.64 USD, increased 392.31

How many employees does Alliance Resource Partners LP (ARLP). have?

Alliance Resource Partners LP (ARLP) has 3575 emplpoyees as of March 11 2026.

What is Alliance Resource Partners LP (ARLP) market cap?

Today ARLP has the market capitalization of 3.52B USD.