Northland Capmk Has Negative Outlook for MNR Q4 Earnings

Mach Natural Resources LP (NYSE:MNR) – Equities research analysts at Northland Capmk lowered their Q4 2025 earnings estimates for shares of Mach Natural Resources in a report issued on Sunday, November 9th. Northland Capmk analyst J. Grampp now anticipates that the company will post earnings per share of $0.26 for the quarter, down from their prior estimate of $0.29. Northland Capmk currently has a “Strong-Buy” rating on the stock. The consensus estimate for Mach Natural Resources’ current full-year earnings is $1.95 per share. Northland Capmk also issued estimates for Mach Natural Resources’ Q1 2026 earnings at $0.27 EPS, Q2 2026 earnings at $0.23 EPS, Q4 2026 earnings at $0.32 EPS, FY2026 earnings at $1.10 EPS and FY2027 earnings at $1.04 EPS.

A number of other research analysts have also issued reports on MNR. Northland Securities set a $20.00 target price on Mach Natural Resources in a report on Monday. William Blair started coverage on shares of Mach Natural Resources in a research report on Monday, August 25th. They issued an “outperform” rating on the stock. KeyCorp began coverage on Mach Natural Resources in a research note on Wednesday, August 27th. They issued an “overweight” rating for the company. Wall Street Zen downgraded shares of Mach Natural Resources from a “buy” rating to a “hold” rating in a research note on Saturday, July 26th. Finally, Raymond James Financial reiterated a “strong-buy” rating on shares of Mach Natural Resources in a research report on Monday, July 14th. Two analysts have rated the stock with a Strong Buy rating, four have given a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $22.25.

Mach Natural Resources Stock Down 0.9%

Shares of MNR opened at $11.50 on Tuesday. The stock has a market capitalization of $1.93 billion, a PE ratio of 5.93 and a beta of -0.11. Mach Natural Resources has a 1 year low of $11.39 and a 1 year high of $19.00. The company has a debt-to-equity ratio of 0.41, a quick ratio of 0.69 and a current ratio of 0.79. The company’s 50-day simple moving average is $12.83 and its 200-day simple moving average is $13.77.

Mach Natural Resources (NYSE:MNR) last released its quarterly earnings results on Thursday, November 6th. The company reported $0.44 EPS for the quarter, topping analysts’ consensus estimates of $0.34 by $0.10. The company had revenue of $272.56 million for the quarter, compared to analysts’ expectations of $243.65 million. Mach Natural Resources had a return on equity of 23.23% and a net margin of 20.83%.

Institutional Investors Weigh In On Mach Natural Resources

A number of hedge funds and other institutional investors have recently modified their holdings of MNR. CWM LLC purchased a new stake in shares of Mach Natural Resources during the 3rd quarter worth approximately $27,000. Chung Wu Investment Group LLC purchased a new stake in Mach Natural Resources during the second quarter worth $38,000. Cooksen Wealth LLC grew its holdings in Mach Natural Resources by 87.5% in the second quarter. Cooksen Wealth LLC now owns 2,635 shares of the company’s stock valued at $38,000 after purchasing an additional 1,230 shares during the last quarter. Arlington Trust Co LLC acquired a new stake in Mach Natural Resources in the third quarter valued at $53,000. Finally, State of Wyoming purchased a new position in shares of Mach Natural Resources in the first quarter valued at $108,000. 78.36% of the stock is currently owned by institutional investors and hedge funds.

Mach Natural Resources Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 4th. Shareholders of record on Thursday, November 20th will be given a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a yield of 9.4%. The ex-dividend date is Thursday, November 20th. Mach Natural Resources’s dividend payout ratio is presently 158.33%.

About Mach Natural Resources

Mach Natural Resources LP, an independent upstream oil and gas company, focuses on the acquisition, development, and production of oil, natural gas, and natural gas liquids reserves in the Anadarko Basin region of Western Oklahoma, Southern Kansas, and the panhandle of Texas. It also owns a portfolio of midstream assets, as well as owns plants and water infrastructure.