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MNR 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
13.750
Open
13.550
VWAP
13.58
Vol
708.39K
Mkt Cap
2.31B
Low
13.300
Amount
9.62M
EV/EBITDA(TTM)
6.35
Total Shares
168.42M
EV
3.40B
EV/OCF(TTM)
6.72
P/S(TTM)
1.53
Mach Natural Resources LP is an independent upstream oil and gas company. The Company is focused on the acquisition, development and production of oil, natural gas and natural gas liquids (NGL) reserves. The Company operates a diversified portfolio across the Anadarko, Permian, and San Juan Basins. The Company’s assets are located throughout Western Oklahoma, Southern Kansas and the panhandle of Texas and consist of approximately 5,000 gross operated proved developed producing (PDP) wells. Additionally, it owns a portfolio of midstream assets which support its leases, including ownership in four processing plants with a combined processing capacity of 353 million cubic feet per day (MMcf/d), along with 1,480 miles of gas-gathering pipelines. It also owns water infrastructure consisting of 880 miles of gathering pipeline and 88 disposal wells.
Show More

Events Timeline

(ET)
2026-03-12
16:30:00
Mach Natural Resources CEO Highlights Importance of Strategic Acquisitions
select
2026-03-12
16:30:00
Sees FY26 Net Production at 150-157 MBoe/d
select
2025-11-06 (ET)
2025-11-06
17:31:37
Mach Natural Resources releases production forecast for 2026
select
2025-11-06
17:30:57
Mach Natural Resources announces Q3 revenue of $273M, surpassing consensus of $248.23M
select
2025-10-30 (ET)
2025-10-30
16:09:01
Mach Natural Resources submits filing to offer 49.8 million common units for its shareholders.
select

News

seekingalpha
9.5
03-13seekingalpha
PinnedMach Natural Resources LP Q4 2025 Earnings Call Insights
  • Cash Distribution Returns: Since 2018, Mach Natural Resources has distributed $1.3 billion to unitholders, with a distribution of $5.67 per unit from the start of 2024, demonstrating the company's strong performance in cash returns aimed at attracting more investor interest in its stable yield capabilities.
  • Acquisition Discipline: CEO Tom Ward emphasized that the company has never acquired assets at prices exceeding PDP PV-10, successfully achieving 23 low-cost acquisitions, indicating a strict financial discipline that enhances future growth potential amid market fluctuations.
  • Drilling Strategy Shift: The company plans to shift its drilling focus from oil-dominated assets to dry gas locations in 2026, aiming to improve profitability by reducing drilling and completion costs to approximately $13 million, reflecting a flexible response to market dynamics.
  • Significant Reserve Growth: Year-end reserves increased from 337 million to 705 million barrels of oil equivalent, with development program additions exceeding 2025 production by 18%, showcasing the company's success in resource development and enhancing future production capacity and financial stability.
Newsfilter
8.5
03-13Newsfilter
PinnedMach Natural Resources Releases 2025 Tax Packages for Unitholders
  • Tax Package Announcement: Mach Natural Resources LP has announced that its 2025 tax packages, including the K-1 form, are now available online, providing essential tax information for common unitholders to ensure timely tax filings.
  • Mailing Schedule: The company expects to begin mailing the 2025 tax packages around March 19, 2026, which will assist unitholders in preparing their tax documents in advance to avoid delays.
  • Customer Support Service: Mach offers a dedicated support hotline, allowing unitholders to call 833-609-4029 on weekdays from 8 a.m. to 5 p.m. Central Time for assistance with K-1 tax packages, ensuring they can smoothly obtain the necessary information.
  • Company Background: Mach Natural Resources LP is an independent upstream oil and gas company focused on the acquisition, development, and production of oil, natural gas, and NGL reserves, operating a diversified portfolio across the Anadarko, Permian, and San Juan Basins, highlighting its strategic industry positioning.
Yahoo Finance
9.5
03-13Yahoo Finance
Mach Natural Resources Reports Strong Earnings with Strategic Insights
  • Revenue and Cash Flow: Mach Natural Resources LP reported total revenue of $388 million, with oil and gas revenue at $331 million and adjusted EBITDA of $187 million, demonstrating strong cash flow performance amid market volatility.
  • Production and Cost Control: The company achieved an average production of 154,000 Boe per day, with oil and gas contributing 17% and 68% respectively, while lease operating expenses were $7.50 per Boe, indicating effective cost management that enhances overall profitability.
  • Asset and Debt Management: Year-end reserves increased from 337 million to 705 million barrels of oil equivalent, with cash and credit availability totaling $338 million, and a low debt-to-EBITDA ratio providing financial flexibility for future acquisitions and drilling activities.
  • Market Strategy and Risks: Although the company remains cautious in the M&A market until its debt-to-EBITDA ratio is reduced to one turn, its flexible drilling strategy and responsiveness to oil and gas market conditions may yield higher returns if oil prices rise in the future.
NASDAQ.COM
2.0
03-13NASDAQ.COM
Mach Natural Resources (MNR) Q4 2025 Earnings Call
seekingalpha
9.5
03-12seekingalpha
Mach Natural Resources Reports Strong Q4 and Full Year 2025 Earnings
  • Quarterly Revenue Performance: Mach Natural Resources reported total revenue of $388 million and net income of $73 million in Q4 2025, demonstrating strong performance in the energy market, which is expected to boost investor confidence.
  • Annual Performance Overview: For the full year 2025, Mach achieved total revenue of $1.2 billion and net income of $143 million, indicating significant improvements in capital efficiency within mature basins, enhancing its competitive position in the market.
  • Price Realization Metrics: In Q4, Mach's average realized price was $58.14 per barrel of oil, $2.54 per thousand cubic feet of natural gas, and $21.28 per barrel of natural gas liquids, excluding the effects of derivatives, reflecting stable market demand.
  • Liquidity Position: As of December 31, 2025, Mach had a cash balance of $43 million and utilized $705 million of its $1.0 billion revolving credit facility, leaving approximately $338 million in available liquidity, ensuring financial flexibility for future investments and operations.
seekingalpha
9.5
03-11seekingalpha
Mach Natural Resources LPp to Announce Q4 Earnings on March 12
  • Earnings Announcement Schedule: Mach Natural Resources LPp is set to release its Q4 earnings on March 12 after market close, with consensus EPS estimate at $0.27 and revenue at $359.55 million, highlighting market interest in the company's financial performance.
  • Earnings Estimate Changes: Over the past three months, EPS estimates have seen one upward revision and two downward adjustments, while revenue estimates experienced one upward revision and three downward changes, indicating mixed analyst sentiment that could impact investor confidence.
  • Capital Efficiency Insights: Mach Natural Resources LPp demonstrates strong capital efficiency in mature basins, showcasing effective resource management that may provide a competitive edge in the challenging energy market.
  • High-Yield Investment Potential: The company's exposure to deeply discounted gas assets is expected to fuel growth in the AI sector, enhancing its market appeal and investment value amid rising energy prices.
Wall Street analysts forecast MNR stock price to rise
4 Analyst Rating
Wall Street analysts forecast MNR stock price to rise
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
18.00
Averages
18.67
High
20.00
Current: 0.000
sliders
Low
18.00
Averages
18.67
High
20.00
KeyBanc
Overweight -> Sector Weight
downgrade
AI Analysis
2026-01-16
Reason
KeyBanc
Price Target
AI Analysis
2026-01-16
downgrade
Overweight -> Sector Weight
Reason
KeyBanc last night downgraded Mach Natural Resources to Sector Weight from Overweight without a price target. The firm enters 2026 with a more selective view of the oil and gas group citing weak oil prices and volatile natural gas prices. It downgrades Mach on its "uncertain" yield outlook. KeyBanc sees a year of integration for Mach, as it folds in oily Central Basin Platform assets and gassy San Juan Basin assets into the portfolio. Consensus earnings estimates have downside risk as the partnership reduces capex to stick to its 50% reinvestment rate mandate, the analyst tells investors in a research note.
KeyBanc
Overweight -> Sector Weight
downgrade
2026-01-15
Reason
KeyBanc
Price Target
2026-01-15
downgrade
Overweight -> Sector Weight
Reason
KeyBanc downgraded Mach Natural Resources to Sector Weight from Overweight.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for MNR
Unlock Now

Valuation Metrics

The current forward P/E ratio for Mach Natural Resources LP (MNR.N) is 9.05, compared to its 5-year average forward P/E of 7.94. For a more detailed relative valuation and DCF analysis to assess Mach Natural Resources 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
7.94
Current PE
9.05
Overvalued PE
9.65
Undervalued PE
6.23

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
3.51
Current EV/EBITDA
4.09
Overvalued EV/EBITDA
4.09
Undervalued EV/EBITDA
2.94

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
1.44
Current PS
1.32
Overvalued PS
1.71
Undervalued PS
1.17

Financials

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Annual
Quarterly

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Whales Holding MNR

K
Kayne Anderson Capital Advisors, L.P.
Holding
MNR
+17.92%
3M Return

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Frequently Asked Questions

What is Mach Natural Resources LP (MNR) stock price today?

The current price of MNR is 13.69 USD — it has increased 1.94

What is Mach Natural Resources LP (MNR)'s business?

Mach Natural Resources LP is an independent upstream oil and gas company. The Company is focused on the acquisition, development and production of oil, natural gas and natural gas liquids (NGL) reserves. The Company operates a diversified portfolio across the Anadarko, Permian, and San Juan Basins. The Company’s assets are located throughout Western Oklahoma, Southern Kansas and the panhandle of Texas and consist of approximately 5,000 gross operated proved developed producing (PDP) wells. Additionally, it owns a portfolio of midstream assets which support its leases, including ownership in four processing plants with a combined processing capacity of 353 million cubic feet per day (MMcf/d), along with 1,480 miles of gas-gathering pipelines. It also owns water infrastructure consisting of 880 miles of gathering pipeline and 88 disposal wells.

What is the price predicton of MNR Stock?

Wall Street analysts forecast MNR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MNR is18.67 USD with a low forecast of 18.00 USD and a high forecast of 20.00 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 Mach Natural Resources LP (MNR)'s revenue for the last quarter?

Mach Natural Resources LP revenue for the last quarter amounts to 387.54M USD, increased 64.95

What is Mach Natural Resources LP (MNR)'s earnings per share (EPS) for the last quarter?

Mach Natural Resources LP. EPS for the last quarter amounts to 0.43 USD, increased 22.86

How many employees does Mach Natural Resources LP (MNR). have?

Mach Natural Resources LP (MNR) has 505 emplpoyees as of March 15 2026.

What is Mach Natural Resources LP (MNR) market cap?

Today MNR has the market capitalization of 2.31B USD.