Alliance Resource Partners
Produces and markets coal while earning royalties from coal, oil, and gas minerals.
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Profile
Produces and markets coal from underground complexes in the Illinois Basin and Appalachia. Operating and royalty income comes from coal, while oil-and-gas mineral interests add a second royalty stream; a general partner manages the MLP.
Produces and markets coal from underground mining complexes in the Illinois Basin and Appalachia, supplying domestic and international customers. Its operating footprint also includes a coal-loading terminal.
Beyond coal production and marketing, the partnership earns royalty income from coal and oil-and-gas mineral interests. Matrix Group supplies mining collision-avoidance and proximity-detection technologies, while Bitiki and selected energy-related investments sit alongside the mineral platform.
Public unitholders own common units, but Alliance Resource Management GP, LLC manages the partnership as its sole general partner. Profitability depends significantly on acquisitions that expand coal and oil-and-gas reserves and production.
Company facts
Key statistics
Year to date +12.9% · Average volume (30d) 340.7K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Target |
|---|---|---|---|
| Sep 24, 2025 | Industrial Alliance Securities | Target | $30 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 27, 2026Q2 FY26 | $0.66 | $0.65 | −0.8% | $554.3M | $551.6M | −0.5% | +1.09% |
| Apr 27, 2026Q1 FY26 | $0.27 | $0.37 | +37.0% | $518.2M | $516.0M | −0.4% | +4.01% |
| Feb 2, 2026Q4 FY25 | $0.61 | $0.75 | +23.0% | $556.4M | $535.5M | −3.7% | +1.26% |
| Oct 27, 2025Q3 FY25 | $0.67 | $0.70 | +4.5% | $556.8M | $571.4M | +2.6% | +1.29% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $540.5M | $547.5M | $571.4M | $535.5M | $516.0M | $551.6M | |
| Gross profit | $114.9M | $109.1M | $126.3M | $118.1M | $83.7M | $202.7M | |
| Operating income | $94.3M | $88.7M | $105.0M | $97.3M | $59.7M | $95.6M | |
| Net income | $74.0M | $59.4M | $95.1M | $82.7M | $9.1M | $79.6M | |
| Diluted EPS | $0.57 | $0.46 | $0.74 | $0.64 | $0.07 | $0.61 | |
| Gross margin | 21.3% | 19.9% | 22.1% | 22.1% | 16.2% | 36.7% | |
| Operating margin | 17.4% | 16.2% | 18.4% | 18.2% | 11.6% | 17.3% |
Fiscal years (4-quarter sums)FY21 $1.57B · FY22 $2.42B · FY23 $2.57B · FY24 $2.45B · FY25 $2.19B
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $111.2M · Total debt $590.9M · Total assets $2.94B · Shareholders' equity $1.77B
Dividends
Last cut to $0.60 from $0.70 in Aug 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 7, 2026 | Aug 7 | Aug 14 | $0.60 | |
| May 8, 2026 | May 8 | May 15 | $0.60 | |
| Feb 6, 2026 | Feb 6 | Feb 13 | $0.60 | |
| Nov 7, 2025 | Nov 7 | Nov 14 | $0.60 | |
| Aug 7, 2025 | Aug 7 | Aug 14 | $0.60 | cut from $0.70 |
| May 8, 2025 | May 8 | May 15 | $0.70 | |
| Feb 7, 2025 | Feb 7 | Feb 14 | $0.70 | |
| Nov 7, 2024 | Nov 7 | Nov 14 | $0.70 |
Ownership
Shares outstanding 128.66M · Float 90.78M · 70.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Morgan Stanley | 4.86M | 3.78% | 13F | May 15, 2026 |
| Progeny 3, Inc. | 3.23M | 2.51% | 13F | May 15, 2026 |
| Jackson Hole Capital Partners, LLC | 2.12M | 1.65% | 13F | May 8, 2026 |
| Magnolia Group, LLC | 1.41M | 1.10% | 13F | Apr 24, 2026 |
| Atlanta Consulting Group Advisors, LLC | 1.18M | 0.92% | 13F | May 15, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 18, 2026 | Ronna R. McDaniel | director | +70 | $25.81 |
| Jul 31, 2026 | Ronna R. McDaniel | director | +3,000 | $26.12 |
Peers
- Core Natural Resources
Large eastern high-CV thermal-coal producer with Pennsylvania longwalls
- Peabody Energy
Large U.S. thermal-coal producer with Illinois Basin mines
- Hallador Energy
Illinois Basin thermal-coal supplier to Midwest and Southeast utilities
- Alpha Metallurgical Resources
Appalachian coal producer with thermal output alongside met coal
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Alliance Resource Partners | $26.29 | −0.00% | $3.37B | 12.7 | 8.4 | 1.5 | +0.8% |
| Core Natural Resources | $100.96 | 0.00% | $5.09B | 50.7 | 23.1 | 1.2 | +3.5% |
| Peabody Energy | $28.98 | +0.20% | $3.52B | — | 14.4 | 0.9 | +12.7% |
| Hallador Energy | $16.24 | −0.12% | $765.4M | 665.6 | 26.7 | 1.7 | −1.4% |
| Alpha Metallurgical Resources | $226.00 | −0.12% | $2.88B | — | 54.3 | 1.4 | −10.4% |
| Median | 358.2 | 24.9 | 1.3 | +1.1% |