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ARLP logo

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

Loading chart...

High
25.320
Open
25.000
VWAP
24.97
Vol
347.52K
Mkt Cap
3.20B
Low
24.740
Amount
8.68M
EV/EBITDA(TTM)
5.55
Total Shares
128.66M
EV
3.68B
EV/OCF(TTM)
6.03
P/S(TTM)
1.47
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)
2026-04-27
07:10:00
Craft Expects Over 95% Commitment for Coal Sales in 2026
select
2026-04-27
07:10:00
Q1 Revenue at $516M, Below Consensus
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2026-03-03 (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
select
2026-02-12
10:10:00
Applied Materials Reaches $252.5M Settlement with U.S. Department of Commerce
select
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
select
link

News

Fool
6.5
04-30Fool
Magnolia Group Sells 1.17 Million Shares of Alliance Resource Partners
  • Share Sale Overview: On April 24, 2026, Magnolia Group disclosed the sale of 1,170,437 shares of Alliance Resource Partners, with an estimated transaction value of $30.30 million, indicating a strategic adjustment in their coal market investments.
  • Asset Management Changes: This transaction resulted in Magnolia's 13F reportable assets under management (AUM) decreasing from $606.51 million to $537.51 million, an 11.4% drop, highlighting a significant portfolio reconfiguration.
  • Holding Proportion Adjustment: Magnolia's stake in ARLP was reduced from 2,581,697 shares to 1,411,260 shares, a decrease of approximately 45%, making ARLP account for 7.26% of its portfolio, reflecting diminished confidence in this asset.
  • Market Performance Comparison: As of April 23, 2026, ARLP shares were priced at $25.23, up 2.4% year-over-year, but underperformed the S&P 500 by 29.88 percentage points, indicating a cautious market sentiment towards the coal industry.
Fool
4.0
04-29Fool
Closure of Strait of Hormuz Significantly Disrupts Global Oil Market
  • Supply Disruption Impact: The closure of the Strait of Hormuz has reduced global oil supply by up to 13 million barrels per day and disrupted 20% of global LNG trade, forcing countries to tap into emergency stockpiles at a record pace of 11 to 12 million barrels per day, highlighting the market's tense situation.
  • Demand Destruction Risk: With surging LNG prices, Asian countries like Japan, South Korea, China, and India are increasingly turning to coal-fired power generation, which could lead to permanent demand destruction for oil and LNG, especially as renewable and nuclear energy adoption accelerates in the future.
  • Rising Coal Demand: The Iran conflict has briefly reopened U.S. thermal coal export activity, with Alliance Resource Partners securing contracts to deliver 1.8 million tons of coal in 2026 and 2027, indicating a rising demand for coal as a short-term solution amid supply disruptions.
  • Energy Investment Opportunities: Brookfield Renewable, a leading global renewable energy company, is actively expanding its operations in the Asia-Pacific region, and with increasing interest in nuclear power, it is expected to benefit from long-term growth trends in renewable and nuclear energy, making these alternative energy investments attractive for investors.
seekingalpha
9.5
04-27seekingalpha
Alliance Resource Partners Q1 2026 Earnings Call Insights
  • Performance Exceeds Expectations: In Q1 2026, Alliance Resource Partners reported adjusted EBITDA of $155 million, surpassing internal targets due to record BOE volumes and higher commodity prices, indicating strong performance in the oil and gas sector.
  • Coal Sales Challenges: Despite total revenues of $516 million, net income was only $9.1 million, primarily impacted by lower coal sales revenue and a $37.8 million non-cash asset impairment, reflecting ongoing pressures in the coal market.
  • Optimistic Future Outlook: The company maintains its guidance ranges for coal sales volumes and prices for 2026, while also projecting a 5% increase in oil and gas royalty revenues, demonstrating confidence in future market demand despite uncertainties surrounding the Mettiki mine operations.
  • Cost Control Priority: Management emphasized prioritizing cost reduction and flexibility in Mettiki operations to adapt to future customer demand changes, while expecting improved operational visibility in the second half of 2026.
NASDAQ.COM
2.0
04-27NASDAQ.COM
ARLP Q1 2026 Earnings Call Transcript
seekingalpha
8.0
04-27seekingalpha
Alliance Resource Partners Declares Quarterly Dividend of $0.60
  • Quarterly Dividend Announcement: Alliance Resource Partners (ARLP) declares a quarterly dividend of $0.60 per share, consistent with previous distributions, indicating the company's ongoing ability to maintain stable cash flows, which is likely to attract more investor interest.
  • Dividend Yield: The forward yield of 9.71% reflects the company's appeal in the current market environment, potentially boosting shareholder confidence and encouraging long-term stock holding.
  • Dividend Payment Schedule: The dividend is payable on May 15, with a record date of May 8 and an ex-dividend date also on May 8, ensuring that eligible shareholders receive their payouts promptly, thereby strengthening the relationship between the company and its investors.
  • Financial Performance Overview: Despite ARLP reporting a GAAP EPS of $0.07, missing expectations by $0.08, and revenue of $516M falling short by $1.81M, the company demonstrates resilience in its diversification strategy, particularly in its pivot towards AI and electrification.
NASDAQ.COM
9.5
04-27NASDAQ.COM
Alliance Resource Partners Reports Q1 Earnings Decline
  • Earnings Decline: Alliance Resource Partners reported a net income of $9.09 million for Q1, translating to $0.07 per share, which marks a significant drop from last year's $73.98 million and $0.57 per share, indicating a notable weakening in the company's profitability.
  • Revenue Decrease: The company's revenue for the quarter fell by 4.5% to $516.02 million from $540.47 million last year, reflecting pressures from weak market demand and intensified competition.
  • Performance Comparison: The substantial decline in net income and earnings per share compared to the previous year highlights the challenges the company faces in the current economic environment, which may affect investor confidence and future capital allocation.
  • Market Impact: The dual decline in earnings and revenue could put pressure on the stock price, prompting investors to closely monitor the company's future strategic adjustments and market recovery prospects.
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 10.65, compared to its 5-year average forward P/E of 5.81. 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
5.81
Current PE
10.65
Overvalued PE
8.97
Undervalued PE
2.65

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
3.50
Current EV/EBITDA
6.52
Overvalued EV/EBITDA
4.78
Undervalued EV/EBITDA
2.22

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
1.11
Current PS
1.44
Overvalued PS
1.37
Undervalued PS
0.85

Financials

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Whales Holding ARLP

C
Cushing Asset Management, LP
Holding
ARLP
+7.84%
3M Return
P
Progeny 3, Inc.
Holding
ARLP
-2.04%
3M Return

Trading Trends

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Frequently Asked Questions

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

The current price of ARLP is 24.85 USD — it has decreased -2.74

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 516.02M USD, decreased -4.52

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 0.07 USD, decreased -87.72

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

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

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

Today ARLP has the market capitalization of 3.20B USD.