Sidoti Analysts Boost Earnings Estimates for ARLP

Key Points

• Sidoti raised ARLP's near‑term and full‑year earnings forecasts — boosting Q1 2026 EPS to $0.56 (from $0.54), raising FY2026 to $2.47 (from $2.37) and FY2027 to $2.54, with multiple quarterly estimates for 2026–2027 also nudged higher.
• ARLP pays a hefty quarterly dividend of $0.60 (annualized $2.40) for a yield of about 9.6% and a 100% payout ratio, while the stock carries a consensus "Hold" rating and an average target price of $29.50.
• In the most recent quarter ARLP beat EPS expectations ($0.75 vs. $0.61) but missed revenue estimates, and the company trades at a market cap of about $3.2 billion with a P/E of 10.38.

Alliance Resource Partners, L.P. (NASDAQ:ARLP - Free Report) - Sidoti lifted their Q1 2026 EPS estimates for Alliance Resource Partners in a research note issued to investors on Thursday, April 23rd. Sidoti analyst M. Mathison now forecasts that the energy company will post earnings per share of $0.56 for the quarter, up from their prior forecast of $0.54. The consensus estimate for Alliance Resource Partners' current full-year earnings is $2.34 per share. Sidoti also issued estimates for Alliance Resource Partners' Q2 2026 earnings at $0.65 EPS, Q3 2026 earnings at $0.68 EPS, Q4 2026 earnings at $0.59 EPS, FY2026 earnings at $2.47 EPS, Q1 2027 earnings at $0.59 EPS, Q2 2027 earnings at $0.67 EPS, Q3 2027 earnings at $0.68 EPS, Q4 2027 earnings at $0.60 EPS and FY2027 earnings at $2.54 EPS.

Several other research analysts have also commented on ARLP. Wall Street Zen lowered shares of Alliance Resource Partners from a "buy" rating to a "hold" rating in a research note on Saturday, April 4th. Benchmark reissued a "buy" rating on shares of Alliance Resource Partners in a research note on Tuesday, February 3rd. 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, Zacks Research lowered shares of Alliance Resource Partners from a "hold" rating to a "strong sell" rating in a research note on Monday, January 5th. Two analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat, the company presently has a consensus rating of "Hold" and an average target price of $29.50.

Alliance Resource Partners Stock Performance

NASDAQ ARLP opened at $24.90 on Monday. The firm has a 50 day simple moving average of $26.87 and a 200-day simple moving average of $25.16. The company has a debt-to-equity ratio of 0.23, a quick ratio of 1.41 and a current ratio of 2.10. Alliance Resource Partners has a one year low of $22.20 and a one year high of $29.45. The firm has a market cap of $3.20 billion, a price-to-earnings ratio of 10.38 and a beta of 0.31.

Alliance Resource Partners (NASDAQ:ARLP - Get Free Report) last announced its quarterly earnings results on Monday, February 2nd. The energy company reported $0.75 earnings per share for the quarter, beating analysts' consensus estimates of $0.61 by $0.14. Alliance Resource Partners had a net margin of 14.18% and a return on equity of 18.41%. The business had revenue of $535.51 million during the quarter, compared to analysts' expectations of $556.82 million.

Alliance Resource Partners Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, February 6th were paid a $0.60 dividend. The ex-dividend date was Friday, February 6th. This represents a $2.40 dividend on an annualized basis and a yield of 9.6%. Alliance Resource Partners's payout ratio is currently 100.00%.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in ARLP. Royal Bank of Canada lifted its stake in Alliance Resource Partners by 7.0% in the first quarter. Royal Bank of Canada now owns 19,058 shares of the energy company's stock worth $519,000 after acquiring an additional 1,254 shares during the last quarter. Geode Capital Management LLC lifted its stake in Alliance Resource Partners by 0.7% in the second quarter. Geode Capital Management LLC now owns 118,249 shares of the energy company's stock worth $3,091,000 after acquiring an additional 855 shares during the last quarter. Jump Financial LLC purchased a new position in Alliance Resource Partners in the second quarter worth approximately $418,000. HUB Investment Partners LLC lifted its stake in Alliance Resource Partners by 4.0% in the second quarter. HUB Investment Partners LLC now owns 13,094 shares of the energy company's stock worth $342,000 after acquiring an additional 499 shares during the last quarter. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in Alliance Resource Partners by 4.8% in the second quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 518,451 shares of the energy company's stock worth $13,552,000 after acquiring an additional 23,579 shares during the last quarter. Hedge funds and other institutional investors own 18.11% of the company's stock.

More Alliance Resource Partners News

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

• Positive Sentiment: Sidoti raised multiple quarterly and yearly EPS forecasts — Sidoti’s M. Mathison increased Q1–Q4 2026 quarter forecasts and lifted FY2026 to $2.47 (from $2.37), and raised FY2027 to $2.54 (from $2.40). Several individual quarter forecasts for 2026–2027 were also nudged higher (for example, Q1 2026 to $0.56, Q2 2026 to $0.65, Q3 2026 to $0.68, and Q3/Q4 2027 increases). These upgrades signal improving analyst expectations for coal volumes/pricing or margin outlooks and are a bullish fundamental catalyst for ARLP.
• Neutral Sentiment: Barron’s stock‑grader list entry — Barron’s provides a stock‑grader/data page for ARLP, which offers investor metrics but no new company news; useful for reference on valuation/quality metrics. Barron's Stock Grader

Alliance Resource Partners Company Profile

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.

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