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MNR Stock Chart & Stats
$13.39
-$0.04(-0.30%)
At close: 4:00 PM EDT
$13.39
-$0.04(-0.30%)
Day’s Range― - ―
52-Week Range$10.46 - $15.02
Previous Close$13.55
Volume481.87K
Average Volume (3M)319.47K
Market Cap
$2.11B
Enterprise Value$3.27K
Total Cash (Recent Filing)$41.19M
Total Debt (Recent Filing)$1.19B
Price to Earnings (P/E)22.1
Beta0.32
Next Earnings
Dec 03, 2026EPS Estimate
0.31Next Dividend Ex-DateN/A
Dividend Yield14.27%
Share Statistics
EPS (TTM)0.57
Shares Outstanding166,948,090
10 Day Avg. Volume274,189
30 Day Avg. Volume319,472
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 Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$18.50Price Target Upside38.16% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering6
EPS Forecast (FY)1.24
Revenue Forecast (FY)$1.48B
Bulls Say, Bears Say
Bulls Say
Strong Cash Generation & MarginsSustained high gross and EBITDA margins with robust operating cash flow and positive free cash flow indicate the business converts production into cash reliably. This durable cash generation supports debt service, variable distributions, and reinvestment flexibility across commodity cycles over the next 2–6 months.
Large HBP Acreage And Operational OptionalityA substantial held-by-production acreage base across multiple basins gives Mach flexibility to pace drilling, prioritize higher-return oil projects, and hold production flat or scale activity as prices permit. Low-decline assets and multi-play optionality support resilient production and strategic capital allocation over time.
Capital Discipline And Strong Cash ReturnsA formal reinvestment policy, historically high CROCI and access to a $100M ATM reflect disciplined allocation toward high-return projects and shareholder distributions. This governance and liquidity framework increases the likelihood of sustainable cash returns while enabling measured deleveraging and opportunistic growth.
Bears Say
Elevated Leverage Vs Stated TargetLeverage materially above the company’s stated 1.0x goal increases sensitivity to commodity swings and refinancing risk. Until leverage meaningfully declines, financial flexibility is constrained and management may need to retain cash or raise capital, limiting strategic options and amplifying cyclical downside risk.
Natural Gas Price Weakness And Basis RiskWith ~69% of production gas-weighted, persistently weak gas prices and local basis volatility directly reduce cash flows and postpone high-return Mancos completions. This structural headwind limits near-term value extraction from key acreage and can compress reinvestment capacity and distributions until markets recover.
Rising Asset Competition And Constrained Growth OptionsMore capital chasing MidCon-style assets raises acquisition prices, reducing the chance of accretive bolt-on deals. Coupled with a <50% OCF reinvestment policy and management’s focus on deleveraging, this constrains production growth and means distributions may be adjusted to prioritize balance sheet repair, creating uncertain long-term growth dynamics.
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 $10.46 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 $2.11B.
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 104 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 14.27%. 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 0.31.
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
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10
Analyst Consensus
Strong Buy
Average Price Target:
$18.50 (38.16% Upside)
$18.50 (38.16% Upside)
Blogger Sentiment
Bullish
MNR Sentiment 100%
Sector Average ―
Sector Average ―
Crowd Wisdom
Very Negative
Last 7 Days ▼ 2.1%
Last 30 Days ▼ 6.3%
Last 30 Days ▼ 6.3%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
1.27%
12-Months-Change
Fundamentals
Return on Equity
14.27%
Trailing 12-Months
Asset Growth
57.45%
Trailing 12-Months
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
$18.50
▲(38.16% Upside)
Technical Analysis
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Ownership Overview
85.45% Insiders
1.25% Mutual Funds
10.09% Other Institutional Investors
2.69% Public Companies and
Individual Investors