Mach Natural Resources LP (MNR)
NYSE:MNR
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MNR Stock Chart & Stats
$12.75
-$0.14(-0.81%)
At close: 4:00 PM EST
$12.75
-$0.14(-0.81%)
Day’s Range― - ―
52-Week Range$10.46 - $15.60
Previous CloseN/A
Volume77.74K
Average Volume (3M)513.21K
Market Cap
$2.08B
Enterprise Value$3.18B
Total Cash (Recent Filing)$52.69M
Total Debt (Recent Filing)$1.15B
Price to Earnings (P/E)8.9
Beta0.48
Next Earnings
Aug 18, 2026EPS Estimate
0.39Next Dividend Ex-DateN/A
Dividend Yield17.48%
Share Statistics
EPS (TTM)0.74
Shares Outstanding166,801,740
10 Day Avg. Volume460,641
30 Day Avg. Volume513,205
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 Cap1.53
Enterprise Value/Revenue2.39
Enterprise Value/Gross Profit6.48
Enterprise Value/Ebitda5.95
Forecast
1Y Price Target
$18.67Price Target Upside46.41% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering5
EPS Forecast (FY)1.37
Revenue Forecast (FY)$1.51B
Bulls Say, Bears Say
Bulls Say
Cash GenerationMach's adjusted EBITDA of $195M and OCF of $170M demonstrate durable operating cash generation that consistently exceeds accounting earnings. This steady cash inflow supports distributions, funds disciplined reinvestment, and creates capacity to pay down debt or recycle capital through commodity cycles.
Capital Allocation DisciplineA stated reinvestment cap below 50% of OCF with distributions prioritized institutionalizes conservative capital allocation. Over 2–6 months this reduces the risk of overinvestment, preserves cash for deleveraging or buybacks, and aligns management incentives to sustain returns and financial flexibility.
High Drilling Returns / Capital EfficiencySustained ~50% IRRs and reported low breakeven economics reflect strong project selection and execution. High capital efficiency and attractive well economics underpin long-term free-cash-flow potential and enable the company to reallocate capital toward higher-return oil programs when commodity prices favor it.
Bears Say
Elevated LeverageLeverage at ~1.3x materially reduces strategic optionality relative to historical targets. Higher debt raises interest and covenant risk, constrains the ability to pursue debt-funded M&A, and forces management to prioritize deleveraging and liquidity maintenance over growth until leverage normalizes.
Weak Gas Realizations / BasisWith ~70% of production as gas, a San Juan basis near $1/Mcf structurally depresses realized revenue and margins. This weak regional pricing drives deferred completions and shifts to oil activity, reducing the monetization value of gas inventory and constraining long-term cash generation in gas-weighted basins.
Choppy Free Cash Flow & ProfitabilityInconsistent free cash flow conversion and volatile FCF undermine the reliability of distributions and limit sustainable deleveraging or reinvestment. Over several quarters this variability increases funding risk for capex and distributions, making the partnership more sensitive to timing and commodity volatility.
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 $15.60 in the past 12 months.
What is Mach Natural Resources LP’s market cap?
Mach Natural Resources LP’s market cap is $2.08B.
When is Mach Natural Resources LP’s upcoming earnings report date?
Mach Natural Resources LP’s upcoming earnings report date is Aug 18, 2026 which is in 58 days.
How were Mach Natural Resources LP’s earnings last quarter?
Mach Natural Resources LP released its earnings results on May 07, 2026. The company reported -$0.21 earnings per share for the quarter, missing the consensus estimate of $0.509 by -$0.719.
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 $0.64 which represents an annual dividend yield of 17.48%. 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 0.39.
How many shares outstanding does Mach Natural Resources LP have?
Mach Natural Resources LP has 166,801,740 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 -$0.21 in its last earnings report, missing expectations of $0.509. Following the earnings report the stock price went up 4.323%.
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
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10
Analyst Consensus
Strong Buy
Average Price Target:
$18.67 (46.41% Upside)
$18.67 (46.41% Upside)
Blogger Sentiment
Bullish
MNR Sentiment 70%
Sector Average 72%
Sector Average 72%
Insider Transactions
Sold Shares
Worth $69.0M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Negative
Last 7 Days ▼ 0.7%
Last 30 Days ▼ 2.4%
Last 30 Days ▼ 2.4%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
-7.27%
12-Months-Change
Fundamentals
Return on Equity
13.10%
Trailing 12-Months
Asset Growth
64.73%
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
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call emphasized strong operational and financial performance: robust adjusted EBITDA and operating cash flow, low LOE and G&A per BOE, high historical IRRs, attractive acreage and well results (San Juan and Deep Anadarko outperformance), and tactical drilling shifts to capture higher oil returns. Management is disciplined on reinvestment (<50%) and distributions, and liquidity remains adequate. Key negatives are elevated leverage (~1.3x versus historical ≤1.0x), weak gas basis in the San Juan that depresses realized gas prices and makes near-term monetizations less attractive, and rising service cost inflation. Management has clear plans to prioritize high-return oil drilling and to reduce leverage over time. Overall, positives (strong cash generation, cost discipline, high returns, and operational optionality) outweigh the manageable financial and market headwinds.View all MNR earnings summariesMNR Stock 12 Month Forecast
Average Price Target
$18.67
▲(46.41% Upside)
Technical Analysis
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Ownership Overview
85.53% Insiders
1.25% Mutual Funds
12.49% Other Institutional Investors
0.28% Public Companies and
Individual Investors