What is Noble Financial’s Forecast for ARLP Q1 Earnings?

Alliance Resource Partners, L.P. (NASDAQ:ARLP) – Investment analysts at Noble Financial lifted their Q1 2026 EPS estimates for shares of Alliance Resource Partners in a note issued to investors on Wednesday, February 4th. Noble Financial analyst M. Reichman now anticipates that the energy company will earn $0.61 per share for the quarter, up from their prior estimate of $0.60. The consensus estimate for Alliance Resource Partners’ current full-year earnings is $2.72 per share.

ARLP has been the topic of a number of other reports. Zacks Research lowered Alliance Resource Partners from a “hold” rating to a “strong sell” rating in a report on Monday, January 5th. Weiss Ratings reissued a “hold (c+)” rating on shares of Alliance Resource Partners in a research report on Monday, December 29th. Benchmark reaffirmed a “buy” rating on shares of Alliance Resource Partners in a research report on Tuesday. Finally, Wall Street Zen cut shares of Alliance Resource Partners from a “strong-buy” rating to a “buy” rating in a research note on Saturday, January 3rd. Two analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Alliance Resource Partners currently has an average rating of “Hold” and an average price target of $29.50.

Alliance Resource Partners Price Performance

Shares of NASDAQ ARLP opened at $24.37 on Friday. The firm has a market cap of $3.13 billion, a P/E ratio of 10.15 and a beta of 0.34. The business’s 50 day moving average is $24.01 and its 200-day moving average is $24.34. The company has a current ratio of 1.90, a quick ratio of 1.39 and a debt-to-equity ratio of 0.24. Alliance Resource Partners has a 1-year low of $22.20 and a 1-year high of $28.39.

Alliance Resource Partners (NASDAQ:ARLP) last issued its quarterly earnings data on Monday, February 2nd. The energy company reported $0.75 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.61 by $0.14. Alliance Resource Partners had a net margin of 14.18% and a return on equity of 18.50%. The firm had revenue of $535.51 million during the quarter, compared to the consensus estimate of $556.82 million.

Alliance Resource Partners Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, February 13th. Investors of record on Friday, February 6th will be given a $0.60 dividend. The ex-dividend date is Friday, February 6th. This represents a $2.40 dividend on an annualized basis and a dividend yield of 9.8%. Alliance Resource Partners’s dividend payout ratio (DPR) is presently 100.00%.

Institutional Investors Weigh In On Alliance Resource Partners

Large investors have recently bought and sold shares of the company. Parvin Asset Management LLC bought a new position in Alliance Resource Partners in the 2nd quarter valued at about $27,000. Sound Income Strategies LLC bought a new stake in shares of Alliance Resource Partners during the 4th quarter worth approximately $36,000. Northwestern Mutual Wealth Management Co. boosted its position in shares of Alliance Resource Partners by 135.0% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 1,523 shares of the energy company’s stock worth $39,000 after acquiring an additional 875 shares in the last quarter. Triumph Capital Management bought a new position in Alliance Resource Partners in the third quarter valued at approximately $46,000. Finally, Halbert Hargrove Global Advisors LLC acquired a new position in Alliance Resource Partners during the third quarter valued at approximately $51,000. 18.11% of the stock is currently owned by institutional investors and hedge funds.

Key Alliance Resource Partners News

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

• Positive Sentiment: Quarterly update shows a profit surge driven by record royalties — a tangible operational beat that supports cash flow and distributions. Article Title
• Positive Sentiment: Seeking Alpha published a bullish piece arguing ARLP can sustain higher profitability, which may attract income and value investors. Article Title
• Positive Sentiment: Noble Financial raised several near‑term quarter estimates (notably Q1/Q3/Q4 2026) and lifted FY2028 expectations, signaling some analyst confidence in sustained earnings power.
• Neutral Sentiment: Reported short‑interest data shows 0 shares shorted (likely a data anomaly) and a 0.0 days short‑interest ratio — no meaningful short squeeze signal.
• Negative Sentiment: Sidoti Csr issued broad downward revisions across multiple quarters and cut its FY2027 EPS view from $2.60 to $2.40, reducing near‑term earnings expectations and raising downside risk to consensus estimates.
• Negative Sentiment: Sidoti lowered several discrete quarterly forecasts (Q1–Q4 across 2026–2027 in various notes), which can pressure the stock as investors reprice forward earnings and distribution sustainability.
• Negative Sentiment: Noble also trimmed some multi‑year and FY2026/FY2027 estimates in the same batch of reports — a reminder that analyst views are mixed and consensus could drift lower if more downgrades follow.

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.