MNR Stock Gets Higher EPS Forecast from Northland Securities

Mach Natural Resources LP (NYSE:MNR) – Research analysts at Northland Securities increased their Q4 2026 earnings estimates for shares of Mach Natural Resources in a note issued to investors on Monday, November 9th. Northland Securities analyst J. Grampp now expects that the company will earn $0.37 per share for the quarter, up from their prior estimate of $0.35. The consensus estimate for Mach Natural Resources’ current full-year earnings is $1.78 per share. Northland Securities also issued estimates for Mach Natural Resources’ Q1 2027 earnings at $0.43 EPS, Q2 2027 earnings at $0.20 EPS, Q3 2027 earnings at $0.30 EPS and FY2027 earnings at $1.45 EPS.

Mach Natural Resources (NYSE:MNR) last announced its quarterly earnings data on Thursday, November 5th. The company reported $0.34 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.33 by $0.01. The firm had revenue of $319.24 million during the quarter, compared to the consensus estimate of $352.43 million. Mach Natural Resources had a return on equity of 16.06% and a net margin of 7.44%.

A number of other research analysts have also recently weighed in on the stock. Citigroup reiterated an “outperform” rating on shares of Mach Natural Resources in a research note on Monday, August 10th. Capital One Financial assumed coverage on shares of Mach Natural Resources in a report on Friday, September 4th. They issued an “overweight” rating and a $16.00 price target on the stock. Raymond James Financial reduced their price objective on Mach Natural Resources from $19.00 to $16.00 and set a “strong-buy” rating for the company in a report on Tuesday, September 29th. Zacks Research raised Mach Natural Resources from a “strong sell” rating to a “hold” rating in a report on Monday, October 19th. Finally, Wall Street Zen downgraded Mach Natural Resources from a “buy” rating to a “hold” rating in a research report on Saturday. One equities research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, Mach Natural Resources presently has a consensus rating of “Moderate Buy” and an average target price of $16.67.

Mach Natural Resources Price Performance

Shares of NYSE:MNR opened at $9.21 on Tuesday. The company has a market capitalization of $1.54 billion, a P/E ratio of 5.04 and a beta of -0.23. The company’s 50-day moving average is $10.96 and its 200 day moving average is $12.59. The company has a debt-to-equity ratio of 0.63, a quick ratio of 0.76 and a current ratio of 0.88. Mach Natural Resources has a fifty-two week low of $8.93 and a fifty-two week high of $15.02.

Hedge Funds Weigh In On Mach Natural Resources

Institutional investors have recently added to or reduced their stakes in the business. Royce & Associates LP raised its stake in Mach Natural Resources by 80.7% in the third quarter. Royce & Associates LP now owns 810,784 shares of the company’s stock valued at $8,302,000 after purchasing an additional 362,178 shares in the last quarter. Pin Oak Investment Advisors Inc. purchased a new stake in Mach Natural Resources in the 2nd quarter worth approximately $3,064,000. Chicago Partners Investment Group LLC raised its holdings in Mach Natural Resources by 8.2% in the 3rd quarter. Chicago Partners Investment Group LLC now owns 255,778 shares of the company’s stock worth $2,780,000 after purchasing an additional 19,474 shares in the last quarter. Granville Capital Inc. boosted its holdings in shares of Mach Natural Resources by 144.0% during the 3rd quarter. Granville Capital Inc. now owns 58,188 shares of the company’s stock valued at $596,000 after buying an additional 34,342 shares in the last quarter. Finally, Tidal Investments LLC grew its holdings in Mach Natural Resources by 94.7% in the second quarter. Tidal Investments LLC now owns 41,112 shares of the company’s stock worth $520,000 after purchasing an additional 19,997 shares during the period. 78.36% of the stock is currently owned by institutional investors.

Insider Activity

In other Mach Natural Resources news, Director William McMullen bought 22,124 shares of Mach Natural Resources stock in a transaction dated Tuesday, September 15th. The stock was purchased at an average price of $11.25 per share, for a total transaction of $248,895.00. Following the completion of the purchase, the director directly owned 22,124 shares of the company’s stock, valued at approximately $248,895. This trade represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Tom Ward bought 172,413 shares of the company’s stock in a transaction on Monday, September 14th. The shares were bought at an average price of $11.60 per share, for a total transaction of $1,999,990.80. Following the transaction, the insider owned 13,467,452 shares of the company’s stock, valued at approximately $156,222,443.20. This represents a 1.30% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders bought 206,927 shares of company stock valued at $2,388,893 in the last quarter. Corporate insiders own 87.80% of the company’s stock.

Mach Natural Resources Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, November 30th. Shareholders of record on Monday, November 16th will be given a dividend of $0.22 per share. This is a drop from Mach Natural Resources’s previous quarterly dividend of $0.36. This represents a $0.88 dividend on an annualized basis and a yield of 9.6%. The ex-dividend date is Monday, November 16th. Mach Natural Resources’s dividend payout ratio (DPR) is 154.84%.

Mach Natural Resources Company Profile

Mach Natural Resources LP is an independent oil and natural gas company focused on acquiring, developing and producing energy resources. Its operations include oil, natural gas and natural gas liquids, with activity concentrated in the Anadarko and Arkoma basins in the Mid-Continent region.

The company became publicly traded in 2023. Its chief executive officer is Tom L. Ward, an energy-industry executive and co-founder of Mach Resources.