Want to see MNR full AI Analyst Report?
MNR Stock Chart & Stats
$12.52
-$0.04(-0.30%)
At close: 4:00 PM EDT
$12.52
-$0.04(-0.30%)
Day’s Range― - ―
52-Week Range$10.15 - $15.02
Previous Close$13.55
Volume481.87K
Average Volume (3M)1.03M
Market Cap
$1.80B
Enterprise Value$3.27B
Total Cash (Recent Filing)$41.19M
Total Debt (Recent Filing)$1.19B
Price to Earnings (P/E)18.9
Beta0.14
Next Earnings
Dec 03, 2026EPS Estimate
0.34Next Dividend Ex-DateN/A
Dividend Yield16.73%
Share Statistics
EPS (TTM)0.57
Shares Outstanding166,948,090
10 Day Avg. Volume386,107
30 Day Avg. Volume1,030,389
Financial Highlights & Ratios
PEG Ratio-0.24
Price to Book (P/B)0.73
Price to Sales (P/S)1.23
P/FCF Ratio6.14
Enterprise Value/Market Cap1.82
Enterprise Value/Revenue2.26
Enterprise Value/Gross Profit4.24
Enterprise Value/Ebitda6.59
Forecast
1Y Price Target
$16.50Price Target Upside31.79% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering6
EPS Forecast (FY)1.37
Revenue Forecast (FY)$1.51B
Bulls Say, Bears Say
Bulls Say
Strong Profitability And Cash GenerationHigh operating margins and substantial operating cash flow provide a durable base for debt service, distributions, and reinvestment. This cash-generation capacity gives Mach flexibility to sustain its upstream program while managing commodity cycles and funding obligations over coming quarters.
Large, Low-decline Asset Base With OptionalityMach’s extensive held-by-production acreage supports long-lived development potential without requiring immediate land accumulation. Optionality across the Mancos, Oswego, and other assets allows capital to be redirected toward projects with stronger returns as oil and gas economics change.
Shift Toward Higher-return Oil ProjectsPrioritizing oil-weighted projects can improve the portfolio’s resilience when natural-gas prices and basis conditions are weak. The strategy also concentrates capital on assets expected to generate stronger cash returns, potentially supporting profitability and distributions over the next several quarters.
Bears Say
Leverage Remains Above Management’s TargetLeverage above the stated target increases sensitivity to commodity downturns and limits financial flexibility. Management may need to prioritize debt reduction over growth or distributions, making future capital allocation more constrained until balance-sheet improvement is achieved.
Natural-gas Weakness Pressures Development EconomicsLow realized gas prices and basis volatility directly weaken the economics of Mach’s gas-heavy production base. Delayed Mancos completions can defer volume growth and cash generation, while continued weakness may require capital to remain concentrated in oil projects.
Profitability And Free-cash-flow Conversion Have NormalizedLower net margins indicate that earnings power has retreated from unusually strong prior levels, while moderate free-cash-flow conversion reflects meaningful reinvestment needs. Together, these factors reduce the cash available for simultaneous growth, deleveraging, and distributions.
Mach Natural Resources LP News
MNR FAQ
What was Mach Natural Resources LP’s price range in the past 12 months?
Mach Natural Resources LP lowest stock price was $10.14 and its highest was $15.02 in the past 12 months.
What is Mach Natural Resources LP’s market cap?
Mach Natural Resources LP’s market cap is $1.80B.
When is Mach Natural Resources LP’s upcoming earnings report date?
Mach Natural Resources LP’s upcoming earnings report date is Dec 03, 2026 which is in 43 days.
How were Mach Natural Resources LP’s earnings last quarter?
Mach Natural Resources LP released its earnings results on Aug 06, 2026. The company reported $0.58 earnings per share for the quarter, beating the consensus estimate of $0.363 by $0.217.
Is Mach Natural Resources LP overvalued?
According to Wall Street analysts Mach Natural Resources LP’s price is currently Undervalued.
Does Mach Natural Resources LP pay dividends?
Mach Natural Resources LP pays a Quarterly dividend of $0.36 which represents an annual dividend yield of 16.73%. See more information on Mach Natural Resources LP dividends here
What is Mach Natural Resources LP’s EPS estimate?
Mach Natural Resources LP’s EPS estimate is 0.34.
How many shares outstanding does Mach Natural Resources LP have?
Mach Natural Resources LP has 166,948,090 shares outstanding.
What happened to Mach Natural Resources LP’s price movement after its last earnings report?
Mach Natural Resources LP reported an EPS of $0.58 in its last earnings report, beating expectations of $0.363. Following the earnings report the stock price went down -2.702%.
Which hedge fund is a major shareholder of Mach Natural Resources LP?
Currently, no hedge funds are holding shares in MNR
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Mach Natural Resources LP Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$16.50 (31.79% Upside)
$16.50 (31.79% Upside)
Blogger Sentiment
Bullish
MNR Sentiment 86%
Sector Average 65%
Sector Average 65%
Hedge Fund Trend
Increased
By 438.6K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Bought Shares
Worth $2.4M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Positive
Last 7 Days ▼ 0.2%
Last 30 Days ▲ 1.8%
Last 30 Days ▲ 1.8%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
2.28%
12-Months-Change
Fundamentals
Return on Equity
12.74%
Trailing 12-Months
Asset Growth
57.45%
Trailing 12-Months
Learn more about TipRanks Smart Score
Company Description
Mach Natural Resources LP
Mach Natural Resources LP operates as an independent firm within the upstream oil and gas sector, concentrating its efforts on the acquisition, further development, and eventual production of crude oil, natural gas, and associated liquids. Its core operational territory lies within the Anadarko Basin, spanning across sections of Western Oklahoma, Southern Kansas, and the Texas Panhandle. Founded in 2023, the company maintains its principal office in Oklahoma City, Oklahoma.
MNR Company Deck
MNR Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call emphasized strong cash generation, high historical returns (CROCI), substantial distributions, large HBP acreage, and meaningful operational optionality—particularly in Oswego and the Mancos—while candidly addressing near-term challenges: elevated leverage (projected ~1.4x vs. 1.0x target), weak natural gas prices and basis volatility that delay Mancos completions, and a quarter of CapEx above the reinvestment guideline. Management articulated clear plans to deleverage (ATM program, potential distribution adjustments, prefer accretive equity-financed acquisitions) and maintain capital discipline. On balance, the company’s high cash returns, liquidity and asset optionality outweigh the near-term headwinds, but execution on deleveraging and gas-market recovery are key near-term risks.View all MNR earnings summariesMNR Stock 12 Month Forecast
Average Price Target
$16.50
▲(31.79% Upside)
Technical Analysis
Riley Exploration Permian
―
HighPeak Energy
―
Gulfport Energy
―
BKV Corporation
―
Infinity Natural Resources, Inc. Class A
―
Ownership Overview
85.68% Insiders
1.25% Mutual Funds
0.15% Other Institutional Investors
12.47% Public Companies and
Individual Investors