Brokers Set Expectations for TXO Partners FY2026 Earnings

Key Points

• Capital One Financial has reduced TXO Partners' FY2026 earnings per share estimate from $0.50 to $0.39, while the consensus estimate for the current full year is $1.02 per share.
• The stock is down 2.7% and currently trades at approximately $13.47, with a market cap of $737.61 million.
• TXO Partners announced a quarterly dividend of $0.45 per share, resulting in an annualized dividend yield of 13.4%, despite a payout ratio of 545.45%.

TXO Partners LP (NYSE:TXO - Free Report) - Analysts at Capital One Financial dropped their FY2026 earnings per share (EPS) estimates for TXO Partners in a research note issued to investors on Tuesday, August 19th. Capital One Financial analyst P. Johnston now expects that the company will earn $0.39 per share for the year, down from their prior forecast of $0.50. The consensus estimate for TXO Partners' current full-year earnings is $1.02 per share.

Other analysts have also recently issued research reports about the company. Wall Street Zen upgraded TXO Partners from a "sell" rating to a "hold" rating in a research report on Saturday, August 9th. Stifel Nicolaus increased their target price on TXO Partners from $20.00 to $21.00 and gave the stock a "buy" rating in a research report on Thursday, August 14th. Finally, Raymond James Financial reiterated a "strong-buy" rating and set a $24.00 target price (up previously from $23.00) on shares of TXO Partners in a research report on Friday, July 25th. One equities research analyst has rated the stock with a Strong Buy rating and one has assigned a Buy rating to the stock. Based on data from MarketBeat.com, TXO Partners presently has a consensus rating of "Strong Buy" and an average target price of $22.50.

TXO Partners Stock Performance

TXO traded up $0.0250 during midday trading on Wednesday, reaching $14.0450. The company had a trading volume of 48,903 shares, compared to its average volume of 195,584. The company has a quick ratio of 0.97, a current ratio of 0.97 and a debt-to-equity ratio of 0.03. The business has a 50-day moving average of $14.98 and a two-hundred day moving average of $16.63. The company has a market cap of $769.44 million, a P/E ratio of 42.56 and a beta of 0.09. TXO Partners has a 1 year low of $13.35 and a 1 year high of $20.70.

TXO Partners Cuts Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, August 22nd. Shareholders of record on Friday, August 15th were issued a dividend of $0.45 per share. This represents a $1.80 annualized dividend and a yield of 12.8%. The ex-dividend date was Friday, August 15th. TXO Partners's dividend payout ratio (DPR) is currently 545.45%.

Hedge Funds Weigh In On TXO Partners

Institutional investors have recently added to or reduced their stakes in the company. State of Wyoming purchased a new position in TXO Partners during the 2nd quarter valued at approximately $45,000. CWM LLC purchased a new position in TXO Partners during the 1st quarter valued at approximately $77,000. Corient Private Wealth LLC purchased a new position in TXO Partners during the 2nd quarter valued at approximately $150,000. Apollon Wealth Management LLC purchased a new position in TXO Partners during the 2nd quarter valued at approximately $152,000. Finally, Cambridge Investment Research Advisors Inc. purchased a new position in TXO Partners during the 1st quarter valued at approximately $216,000. Hedge funds and other institutional investors own 27.44% of the company's stock.

About TXO Partners

TXO Partners, L.P., an oil and natural gas company, focuses on the acquisition, development, optimization, and exploitation of conventional oil, natural gas, and natural gas liquid reserves in North America. Its acreage positions are concentrated in the Permian Basin of West Texas and New Mexico and the San Juan Basin of New Mexico and Colorado.