Core Natural Resources (NYSE:CNR) Issues Earnings Results

Key Points

• Earnings fell short: Core Natural Resources reported EPS of $0.18, missing the $0.72 consensus and down from $0.61 a year earlier, despite net income of $9 million.
• Revenue grew 9.7% year over year to $1.15 billion, topping estimates of $1.13 billion; the company also secured about 29 million tons in future sales commitments.
• CNR returned $90 million to shareholders during the quarter, including share repurchases, and declared a $0.10-per-share quarterly dividend, equivalent to a 0.5% annualized yield.

Core Natural Resources (NYSE:CNR - Get Free Report) posted its quarterly earnings data on Thursday. The energy company reported $0.18 earnings per share for the quarter, missing the consensus estimate of $0.72 by ($0.54), FiscalAI reports. Core Natural Resources had a negative return on equity of 0.59% and a net margin of 1.76%. The firm had revenue of $1.15 billion for the quarter, compared to the consensus estimate of $1.13 billion. During the same quarter in the previous year, the business earned $0.61 EPS. The firm's quarterly revenue was up 9.7% on a year-over-year basis.

Core Natural Resources Price Performance

CNR traded up $4.00 on Friday, hitting $79.22. 878,169 shares of the stock were exchanged, compared to its average volume of 520,507. The company has a current ratio of 1.71, a quick ratio of 1.32 and a debt-to-equity ratio of 0.11. Core Natural Resources has a 12 month low of $73.31 and a 12 month high of $114.80. The business has a 50-day moving average of $90.96 and a two-hundred day moving average of $90.51.

Core Natural Resources Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Monday, November 30th will be given a dividend of $0.10 per share. The ex-dividend date of this dividend is Monday, November 30th. This represents a $0.40 annualized dividend and a yield of 0.5%. Core Natural Resources's dividend payout ratio is currently 25.64%.

Key Core Natural Resources News

Here are the key news stories impacting Core Natural Resources this week:

• Positive Sentiment: CNR returned $90 million to shareholders during the quarter, including repurchasing 930,611 shares. The company said it has returned $450 million over seven quarters and reduced its share count by about 10% since February 2025. Core Natural Resources Reports Third Quarter 2026 Results
• Positive Sentiment: Revenue rose 9.7% year over year to $1.15 billion, above the cited $1.13 billion consensus estimate. CNR also secured about 29 million tons of future sales commitments amid a strengthening price environment. Core Natural Resources Reports Third Quarter 2026 Results
• Positive Sentiment: The company declared a quarterly dividend of $0.10 per share, payable December 15 to shareholders of record November 30. The annualized yield is modest at about 0.5%.
• Negative Sentiment: Quarterly EPS of $0.18 missed analyst estimates and declined from $0.61 a year earlier; net income was $9 million. Reports point to operational headwinds affecting profits despite stronger revenue, raising concerns about near-term earnings. Core Natural Resources Lags Q3 Earnings Estimates CNR Q3 2026 Deep Dive

Wall Street Analyst Weigh In

CNR has been the topic of several research reports. Jefferies Financial Group restated a "buy" rating and issued a $100.00 price target on shares of Core Natural Resources in a research note on Thursday. Zacks Research cut shares of Core Natural Resources from a "strong-buy" rating to a "hold" rating in a research note on Friday, October 9th. Weiss Ratings downgraded shares of Core Natural Resources from a "hold (c)" rating to a "hold (c-)" rating in a report on Wednesday. UBS Group lowered shares of Core Natural Resources from a "buy" rating to a "neutral" rating and increased their target price for the stock from $101.00 to $105.00 in a research report on Tuesday, August 18th. Finally, B. Riley Financial increased their target price on shares of Core Natural Resources from $118.00 to $122.00 and gave the stock a "buy" rating in a research report on Monday, October 26th. Three analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, Core Natural Resources presently has a consensus rating of "Moderate Buy" and a consensus target price of $109.00.

Core Natural Resources Company Profile

Core Natural Resources, Inc is a diversified coal producer formed through the combination of Arch Resources and CONSOL Energy, completed in January 2025. The company mines and markets both metallurgical coal, which is used in steelmaking, and thermal coal, which is used primarily for electricity generation and industrial applications.

Core Natural Resources operates mining assets in the United States, including operations in the Appalachian region and the western United States. Its portfolio includes underground and surface mines, and the company also has coal logistics and export capabilities that support deliveries to domestic and international customers.

The company serves electric utilities, steel producers, industrial users and other customers in the United States and overseas.

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