Sidoti Issues Optimistic Estimate for ARLP Earnings

Alliance Resource Partners, L.P. (NASDAQ:ARLP) – Equities research analysts at Sidoti upped their Q3 2026 EPS estimates for shares of Alliance Resource Partners in a note issued to investors on Thursday, April 30th. Sidoti analyst M. Mathison now forecasts that the energy company will earn $0.76 per share for the quarter, up from their previous estimate of $0.68. The consensus estimate for Alliance Resource Partners’ current full-year earnings is $2.34 per share. Sidoti also issued estimates for Alliance Resource Partners’ Q4 2026 earnings at $0.60 EPS.

Alliance Resource Partners (NASDAQ:ARLP) last issued its quarterly earnings data on Monday, February 2nd. The energy company reported $0.75 EPS for the quarter, topping the consensus estimate of $0.61 by $0.14. Alliance Resource Partners had a net margin of 11.35% and a return on equity of 16.75%. The business had revenue of $535.51 million during the quarter, compared to analyst estimates of $556.82 million.

ARLP has been the subject of several other reports. Wall Street Zen lowered shares of Alliance Resource Partners from a “buy” rating to a “hold” rating in a report on Saturday, April 4th. Zacks Research upgraded shares of Alliance Resource Partners from a “strong sell” rating to a “hold” rating in a report on Friday, April 24th. Weiss Ratings lowered shares of Alliance Resource Partners from a “buy (b-)” rating to a “hold (c)” rating in a research note on Monday, March 16th. Finally, Benchmark reiterated a “buy” rating on shares of Alliance Resource Partners in a research note on Tuesday, February 3rd. Two investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $30.00.

Alliance Resource Partners Stock Down 0.2%

Shares of NASDAQ ARLP opened at $26.61 on Friday. The company has a current ratio of 2.10, a quick ratio of 1.41 and a debt-to-equity ratio of 0.23. Alliance Resource Partners has a 12 month low of $22.20 and a 12 month high of $29.45. The firm has a market capitalization of $3.42 billion, a PE ratio of 14.01 and a beta of 0.31. The firm has a fifty day simple moving average of $26.91 and a two-hundred day simple moving average of $25.19.

Alliance Resource Partners Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Friday, May 8th will be paid a $0.60 dividend. This represents a $2.40 annualized dividend and a dividend yield of 9.0%. The ex-dividend date is Friday, May 8th. Alliance Resource Partners’s dividend payout ratio (DPR) is presently 126.32%.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of ARLP. Morgan Stanley increased its stake in shares of Alliance Resource Partners by 95.4% in the 4th quarter. Morgan Stanley now owns 3,363,174 shares of the energy company’s stock worth $78,127,000 after acquiring an additional 1,641,741 shares in the last quarter. ING Groep NV increased its stake in Alliance Resource Partners by 76.7% during the 4th quarter. ING Groep NV now owns 668,000 shares of the energy company’s stock valued at $15,518,000 after purchasing an additional 289,900 shares in the last quarter. Mercer Global Advisors Inc. ADV increased its stake in Alliance Resource Partners by 1,636.3% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 268,637 shares of the energy company’s stock valued at $6,792,000 after purchasing an additional 253,165 shares in the last quarter. UBS Group AG increased its stake in Alliance Resource Partners by 383.5% during the 3rd quarter. UBS Group AG now owns 269,165 shares of the energy company’s stock valued at $6,806,000 after purchasing an additional 213,496 shares in the last quarter. Finally, Progeny 3 Inc. increased its stake in Alliance Resource Partners by 6.9% during the 3rd quarter. Progeny 3 Inc. now owns 3,274,381 shares of the energy company’s stock valued at $82,793,000 after purchasing an additional 211,400 shares in the last quarter. 18.11% of the stock is currently owned by institutional investors.

Trending Headlines about Alliance Resource Partners

Here are the key news stories impacting Alliance Resource Partners this week:

• Positive Sentiment: Noble Financial slightly raised its Q2 2026 EPS estimate to $0.54 (from $0.51), a near-term upbeat revision that signals resilience in the quarter. This is a small supportive factor for the stock’s near-term earnings outlook.
• Neutral Sentiment: The company’s recent Q1 2026 earnings call produced mixed takeaways — investors are parsing operational details and guidance commentary for implications on throughput, costs and free cash flow. Alliance Resource Partners, L.P. Q1 2026 Earnings Call Summary
• Neutral Sentiment: Recent coverage examined ARLP’s valuation and cash-flow outlook after recent price moves — useful context for investors evaluating whether current weakness creates a buying opportunity or reflects longer-term earnings risk. A Look At Alliance Resource Partners (ARLP) Valuation After Recent Price Momentum And Cash Flow Estimates
• Negative Sentiment: Noble Financial cut several near- and long-term EPS forecasts: Q3 2026 was trimmed to $0.76 (from $0.78) and Q4 2026 to $0.83 (from $0.93). The firm also lowered FY2027–FY2030 earnings projections (e.g., FY2027 to $2.67 from $2.78; FY2030 to $3.48 from $3.59). Those downward revisions reduce forward earnings expectations and can pressure the stock multiple.
• Negative Sentiment: A separate report highlighted a large 45% trim inside a 12-stock fund that included ARLP — such sizable fund-level selling can add near-term selling pressure and signal reduced institutional appetite. A 45% Trim Inside a 12-Stock Fund Tells You More Than the Share Count

About Alliance Resource Partners

Alliance Resource Partners, L.P. (NASDAQ: ARLP) is a Tulsa, Oklahoma–based master limited partnership engaged in the production, marketing and transportation of bituminous coal. Through its subsidiaries, the company develops, owns and operates surface and underground coal mines, providing fuel primarily for electric power generation and various industrial applications. Alliance’s integrated business model covers the extraction of raw coal, processing at preparation plants and delivery to domestic and export customers.

The partnership operates multiple mining complexes across Illinois, Indiana, Kentucky and West Virginia.