MNR Stock Earnings Estimates Lowered by Northland Securities

Mach Natural Resources LP (NYSE:MNR) – Investment analysts at Northland Securities decreased their FY2026 earnings per share (EPS) estimates for shares of Mach Natural Resources in a report issued on Monday, November 9th. Northland Securities analyst J. Grampp now expects that the company will earn $1.56 per share for the year, down from their prior forecast of $1.80. 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’ Q4 2027 earnings at $0.51 EPS.

Mach Natural Resources (NYSE:MNR) last announced its quarterly earnings data on Thursday, November 5th. The company reported $0.34 EPS for the quarter, beating analysts’ consensus estimates of $0.33 by $0.01. The firm had revenue of $319.24 million for the quarter, compared to the consensus estimate of $352.43 million. Mach Natural Resources had a net margin of 10.48% and a return on equity of 16.47%.

Several other brokerages have also issued reports on MNR. Weiss Ratings lowered Mach Natural Resources from a “hold (c)” rating to a “hold (c-)” rating in a report on Wednesday, September 16th. Capital One Financial started coverage on Mach Natural Resources in a research note on Friday, September 4th. They issued an “overweight” rating and a $16.00 target price on the stock. Stifel Nicolaus started coverage on Mach Natural Resources in a research note on Thursday, September 10th. They set a “buy” rating and a $15.00 price target for the company. Citigroup reiterated an “outperform” rating on shares of Mach Natural Resources in a report on Monday, August 10th. Finally, Wall Street Zen lowered Mach Natural Resources from a “buy” rating to a “hold” rating in a report on Saturday. One research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $16.67.

Mach Natural Resources Trading Down 0.7%

Shares of NYSE:MNR opened at $9.13 on Wednesday. The firm has a fifty day moving average of $10.90 and a two-hundred day moving average of $12.58. The company has a quick ratio of 0.76, a current ratio of 0.79 and a debt-to-equity ratio of 0.63. Mach Natural Resources has a 12-month low of $8.93 and a 12-month high of $15.02. The firm has a market capitalization of $1.56 billion, a P/E ratio of 4.86 and a beta of -0.23.

Institutional Investors Weigh In On Mach Natural Resources

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Wedbush Securities Inc. grew its holdings in Mach Natural Resources by 3.2% during the second quarter. Wedbush Securities Inc. now owns 29,167 shares of the company’s stock valued at $369,000 after purchasing an additional 913 shares during the last quarter. Royal Bank of Canada lifted its stake in shares of Mach Natural Resources by 42.8% in the first quarter. Royal Bank of Canada now owns 13,882 shares of the company’s stock worth $194,000 after buying an additional 4,164 shares during the last quarter. Arrow Investment Advisors LLC boosted its holdings in shares of Mach Natural Resources by 34.4% during the 3rd quarter. Arrow Investment Advisors LLC now owns 22,486 shares of the company’s stock worth $230,000 after buying an additional 5,756 shares during the period. Novem Group grew its stake in Mach Natural Resources by 25.0% in the 3rd quarter. Novem Group now owns 30,000 shares of the company’s stock valued at $307,000 after buying an additional 6,000 shares during the last quarter. Finally, Chicago Partners Investment Group LLC grew its stake 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 valued at $2,780,000 after buying an additional 19,474 shares during the last quarter. 78.36% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, Director William McMullen bought 12,390 shares of the business’s stock in a transaction on Tuesday, September 15th. The shares were bought at an average cost of $11.30 per share, for a total transaction of $140,007.00. Following the completion of the acquisition, the director directly owned 74,872,307 shares in the company, valued at approximately $846,057,069.10. This represents a 0.02% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Tom Ward purchased 172,413 shares of Mach Natural Resources stock in a transaction on Monday, September 14th. The stock was bought at an average cost of $11.60 per share, with a total value of $1,999,990.80. Following the transaction, the insider directly owned 13,467,452 shares of the company’s stock, valued at approximately $156,222,443.20. The trade was a 1.30% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders purchased 206,927 shares of company stock valued at $2,388,893 over the last quarter. 87.80% of the stock is currently owned by corporate insiders.

Mach Natural Resources Cuts Dividend

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

About Mach Natural Resources

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.