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Natural Resource Partners (NRP)
NYSE:NRP
US Market
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Natural Resource PRN (NRP) Price & Analysis

199 Followers

NRP Stock Chart & Stats

$98.00
$0.30(0.31%)
At close: 4:00 PM EDT
$98.00
$0.30(0.31%)

Bulls Say, Bears Say

Bulls Say
De-risked Balance Sheet And Active DeleveragingNRP's material reduction in leverage (debt-to-equity near 0.02 TTM) and recent paydown from $73M to $45M create durable financial flexibility. Lower indebtedness supports steady distributions, funds strategic investments, and reduces interest sensitivity through commodity cycles.
High-quality Recurring Cash Generation From Mineral RightsThe Mineral Rights royalty model delivers recurring, high-quality cash: operating cash flow has historically run ~1.7x reported net income and the segment generated strong quarterly free cash flow. Durable royalty-like receipts (metallurgical coal exposure) underpin long-term cash conversion.
Very Strong Margins And Healthy ROEExceptionally high net margins and multi-year healthy ROE reflect a low-cost, high-margin business mix (royalties and legacy soda ash value). These structural profitability characteristics support cash returns and resilience to revenue variability over a multi-quarter horizon.
Bears Say
Soda Ash JV Supply Glut And Suspended DistributionsA prolonged global soda ash oversupply has stopped JV distributions and produced equity losses (-$7.8M in Q1). With management suspending distributions until demand or supply response, a key legacy cash source is impaired, creating sustained uncertainty in future distributable cash.
Material Decline In Coal Sales VolumesCoal volumes fell ~20% YoY and metallurgical coal comprises ~65% of coal royalty revenues. Sustained volume declines reduce royalty receipts and make revenue more cyclical, pressuring segment cash flow and the predictability of distributions over coming quarters.
Multi-year Top-line Decline And Cooling EarningsNRP's revenues have trended lower for multiple years and TTM revenue is down ~8%, which, combined with stepped-down net income, limits growth optionality. A weakening top line reduces margin scalability and increases reliance on legacy asset cash flows to sustain distributions.

Natural Resource PRN News

NRP FAQ

What was Natural Resource Partners’s price range in the past 12 months?
Natural Resource Partners lowest stock price was $95.51 and its highest was $128.60 in the past 12 months.
    What is Natural Resource Partners’s market cap?
    Natural Resource Partners’s market cap is $1.31B.
      When is Natural Resource Partners’s upcoming earnings report date?
      Natural Resource Partners’s upcoming earnings report date is Aug 05, 2026 which is in 4 days.
        How were Natural Resource Partners’s earnings last quarter?
        Natural Resource Partners released its earnings results on May 06, 2026. The company reported $1.44 earnings per share for the quarter, missing the consensus estimate of N/A by N/A.
          Is Natural Resource Partners overvalued?
          According to Wall Street analysts Natural Resource Partners’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Natural Resource Partners pay dividends?
            Natural Resource Partners pays a Quarterly dividend of $0.75 which represents an annual dividend yield of 3.18%. See more information on Natural Resource Partners dividends here
              What is Natural Resource Partners’s EPS estimate?
              Natural Resource Partners’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does Natural Resource Partners have?
              Natural Resource Partners has 13,250,412 shares outstanding.
                What happened to Natural Resource Partners’s price movement after its last earnings report?
                Natural Resource Partners reported an EPS of $1.44 in its last earnings report, missing expectations of N/A. Following the earnings report the stock price went down -2.257%.
                  Which hedge fund is a major shareholder of Natural Resource Partners?
                  Currently, no hedge funds are holding shares in NRP
                  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

                    Company Description

                    Natural Resource Partners

                    Natural Resource Partners L.P. (NRP) is engaged in the ownership, management, and leasing of a diverse portfolio of mineral assets across the United States. The company's operations are structured into two primary segments: Mineral Rights and Soda Ash. Its holdings encompass interests in various natural resources, including coal, soda ash, and trona. Key coal reserves are strategically located in the Appalachian, Illinois, and Northern Powder River Basins, while industrial minerals and aggregates are distributed throughout the U.S. Oil and gas properties are situated in Louisiana, and timber assets are found in West Virginia. Notably, the firm's trona ore mining and soda ash refining facilities are located in Wyoming's Green River Basin. A core aspect of its business model involves leasing out a portion of these reserves to generate royalty payments. Additionally, NRP owns and operates crucial transportation and processing infrastructure linked to its coal properties. Incorporated in 2002, Natural Resource Partners L.P. is headquartered in Houston, Texas, with NRP (GP) LP serving as its general partner.

                    Natural Resource PRN (NRP) Earnings & Revenues

                    NRP Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    The call presents a mixed picture. Operationally and financially, NRP retains meaningful strengths — solid Mineral Rights cash generation, active deleveraging (debt reduced to $45M), maintained distributions and a long-lived soda ash asset with significant historical distributions and reserves. However, material near-term challenges persist: a severe soda ash supply glut causing JV losses and suspended distributions, a $39M capital infusion that turned Q1 free cash flow negative, and ~20% coal volume declines contributing to lower segment income. Management emphasizes conservative capital allocation and reevaluation of soda ash assumptions, signaling caution. Overall the positives (strong cash generation and balance sheet actions) are counterbalanced by significant commodity-specific headwinds and uncertainty around soda ash recoveries.View all NRP earnings summaries
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                    Ownership Overview

                    24.82%1.04%4.26%69.05%
                    24.82% Insiders
                    4.26% Other Institutional Investors
                    69.05% Public Companies and
                    Individual Investors
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