Q3 EPS Estimates for TXO Partners Lowered by Analyst

Key Points

• Capital One Financial has revised its Q3 2025 earnings estimate for TXO Partners from $0.28 to $0.07 per share, indicating a significant decrease in expected profitability.
• Despite the lowered earnings estimates, TXO Partners has received ratings upgrades from several analysts, with Stifel Nicolaus raising its price target to $21.00 and Raymond James Financial setting a $24.00 price objective.
• TXO Partners recently declared a quarterly dividend of $0.45 per share, translating to an annual yield of 13.3%, despite a high payout ratio of 545.45%.

TXO Partners LP (NYSE:TXO - Free Report) - Capital One Financial dropped their Q3 2025 EPS estimates for shares of TXO Partners in a report released on Tuesday, August 19th. Capital One Financial analyst P. Johnston now expects that the company will post earnings of $0.07 per share for the quarter, down from their prior forecast of $0.28. The consensus estimate for TXO Partners' current full-year earnings is $1.02 per share. Capital One Financial also issued estimates for TXO Partners' Q4 2025 earnings at $0.06 EPS and FY2025 earnings at $0.22 EPS.

TXO has been the topic of a number of other reports. Wall Street Zen raised shares of TXO Partners from a "sell" rating to a "hold" rating in a research note on Saturday, August 9th. Raymond James Financial reaffirmed a "strong-buy" rating and issued a $24.00 target price (up from $23.00) on shares of TXO Partners in a research report on Friday, July 25th. Finally, Stifel Nicolaus raised their price target on TXO Partners from $20.00 to $21.00 and gave the stock a "buy" rating in a research note on Thursday, August 14th. One equities research analyst has rated the stock with a Strong Buy rating and one has assigned a Buy rating to the company. According to MarketBeat.com, the company presently has an average rating of "Strong Buy" and a consensus target price of $22.50.

TXO Partners Trading Up 0.9%

TXO stock traded up $0.12 during mid-day trading on Thursday, reaching $13.99. 186,726 shares of the stock traded hands, compared to its average volume of 212,796. TXO Partners has a 52-week low of $13.35 and a 52-week high of $20.70. The stock's fifty day moving average is $14.98 and its 200-day moving average is $16.65. The company has a market cap of $766.37 million, a P/E ratio of 42.40 and a beta of 0.09. The company has a current ratio of 0.97, a quick ratio of 0.97 and a debt-to-equity ratio of 0.03.

Institutional Investors Weigh In On TXO Partners

A number of hedge funds have recently made changes to their positions in TXO. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. bought a new position in TXO Partners during the 1st quarter worth approximately $13,026,000. King Luther Capital Management Corp grew its holdings in shares of TXO Partners by 19.9% in the 2nd quarter. King Luther Capital Management Corp now owns 3,071,796 shares of the company's stock valued at $46,200,000 after buying an additional 510,266 shares during the period. American Century Companies Inc. increased its position in shares of TXO Partners by 40.7% in the 2nd quarter. American Century Companies Inc. now owns 1,490,548 shares of the company's stock valued at $22,418,000 after buying an additional 431,234 shares in the last quarter. CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT increased its position in shares of TXO Partners by 307.7% in the 2nd quarter. CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT now owns 530,000 shares of the company's stock valued at $7,971,000 after buying an additional 400,000 shares in the last quarter. Finally, First Trust Advisors LP acquired a new stake in TXO Partners during the 2nd quarter worth $5,830,000. Institutional investors and hedge funds own 27.44% of the company's stock.

TXO Partners Cuts Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, August 22nd. Shareholders of record on Friday, August 15th were issued a $0.45 dividend. This represents a $1.80 annualized dividend and a yield of 12.9%. The ex-dividend date of this dividend was Friday, August 15th. TXO Partners's payout ratio is 545.45%.

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.