NACCO Industries (NC)
Operates U.S. coal mines, contract mining services, mineral royalties, and mitigation work.
Something off on this page? Send us feedback.
Runs U.S. natural-resources businesses across utility coal mining, contract mining, and mineral royalties. Revenue comes from adjacent power-plant fuel contracts, outsourced mining services for industrial-materials customers, royalty interests, and smaller mitigation and restoration work.
Utility Coal Mining manages surface coal mines that supply adjacent power-generation customers under exclusive, long-term fuel contracts. Contract Mining provides outsourced mining and related services for aggregates, activated carbon, lithium, and other industrial minerals.
Minerals and Royalties owns oil, gas, coal, and other mineral interests and earns mainly from third-party production. Mitigation Resources adds stream and wetland mitigation credits plus restoration services, but it is not a reportable segment.
Operations are concentrated in the United States, with contract mining sites centered in Florida and other projects tied to Arkansas, Nebraska, Arizona, Nevada, and Florida public works. Execution depends on long-term mine management, local permitting, reclamation, and customer-specific logistics.
Utility coal demand depends on customer power plants, while royalty income depends on third-party operators and commodity prices outside company control. Voting power remains concentrated with the extended founding family.
Company facts
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $45.5M · Total debt $127.1M · Total assets $677.5M · Shareholders' equity $436.1M
- Revenue
- $72.3M
- Operating income
- −$2.3M
- Net income
- −$963.0K
Raised for 39 straight years — most recently to $0.2625 from $0.2525 in Jun 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 31, 2026 | Aug 31 | Sep 15 | $0.2625 | |
| Jun 1, 2026 | Jun 1 | Jun 15 | $0.2625 | raised from $0.2525 |
| Mar 2, 2026 | Mar 2 | Mar 16 | $0.2525 | |
| Dec 1, 2025 | Dec 1 | Dec 15 | $0.2525 | |
| Sep 2, 2025 | Sep 2 | Sep 15 | $0.2525 | |
| May 30, 2025 | May 30 | Jun 16 | $0.2525 | raised from $0.2275 |
| Mar 3, 2025 | Mar 3 | Mar 17 | $0.2275 | |
| Dec 2, 2024 | Dec 2 | Dec 16 | $0.2275 |
| Institutions94 holders · as of Mar 31, 2026 | 28.55% | 2.15M shares | |
| Insiders37 holders · as of Jul 6, 2026 | 43.71% | 3.29M shares | |
| Otherremainder | 27.74% | 2.09M shares |
7.53M company shares as of Sep 3, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
Britton T. Taplin1Insiderdirector | 6.06% | 458,515 A | 13Dfiled Jul 6, 2026 ↗ |
Alfred M. Et Al RankinInsiderdirector, other: Group Member | 5.57% | 217,720 A · 201,929 B | Form 4filed Jul 2, 2026 ↗ |
Victoire G. RankinInsiderother: Member of a Group | 5.57% | 217,720 A · 201,929 B | Form 4filed Jul 2, 2026 ↗ |
Dimensional Fund Advisors LPInstitution | 5.31% | 399,808 A | 13Fas of Mar 31, 2026 |
Helen Rankin ButlerInsiderother: Member of a Group | 5.19% | 389,781 A · 1,022 B | Form 4filed Feb 18, 2026 ↗ |
| See all 25 → | |||
- Britton T. Taplin's transaction reports restate only vehicles that traded; the 2020 ownership statement (458.5K) less the 1.8K net shares sold since is used instead.
13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more · Form 4 — an insider's transaction report
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 12, 2026 | Elizabeth Loveman | officer: SVP and Controller | −4,053 | $52.04 |
| Mar 13, 2026 | Elizabeth Loveman | officer: SVP and Controller | −1,662 | $51.44 |
| Mar 9, 2026 | Thomas A. Maxwell | officer: SVP Finance and Treasurer | −1,785 | $48.55 |
| Nov 12, 2025 | Elizabeth Loveman | officer: SVP and Controller | −1,897 | $49.94 |
| Nov 10, 2025 | Elizabeth Loveman | officer: SVP and Controller | −2,997 | $45.22 |
- Vulcan Materials
Self-performed aggregates mining in a large U.S. quarry network
- Alliance Resource Partners
Coal producer and royalty owner serving utility energy markets
- Martin Marietta
Aggregates-led materials operator with in-house quarry scale
- CRH
Global materials group with large Americas aggregates operations
- Natural Resource Partners
Coal and industrial-mineral royalty owner across U.S. basins
- Black Stone Minerals
Large U.S. oil and gas mineral-rights owner
- Kimbell Royalty Partners
Acquisition-focused oil and gas royalty consolidator
- Texas Pacific Land
Permian land and royalty owner with narrower mineral overlap
ComparePre-market
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| NACCO Industries | $41.69 | −0.57% | $310.7M | 18.1 | — | 1.1 | +6.0% |
| Vulcan Materials | $265.00 | +0.41% | $34.20B | 31.1 | 26.7 | 4.2 | +2.5% |
| Alliance Resource Partners | $26.54 | +0.08% | $3.41B | 12.9 | 8.5 | 1.6 | +0.8% |
| Martin Marietta | $519.22 | +0.41% | $31.06B | 12.7 | 26.2 | 4.6 | +7.5% |
| CRH | $93.00 | +0.32% | $61.92B | 14.6 | 21.9 | 1.1 | +5.6% |
| Natural Resource Partners | $112.51 | −0.47% | $1.49B | 14.4 | — | 7.7 | +2.7% |
| Black Stone Minerals | $15.06 | +0.79% | $3.17B | 12.4 | 14.3 | 6.6 | +39.6% |
| Kimbell Royalty Partners | $14.94 | +0.03% | $1.47B | 22.9 | 15.2 | 4.0 | +30.0% |
| Texas Pacific Land | $364.65 | −0.72% | $25.34B | 46.9 | 39.6 | 28.2 | +31.2% |
| Median | 14.5 | 21.9 | 4.4 | +6.6% |