KRP

Kimbell Royalty Partners, LP

NYSE · Crude Petroleum & Natural Gas · Inc. DE · CIK 0001657788
$15.26 -0.59% $1.6B
High Impact Filing (7/10)13 New Institutional Positions5 Institutional Exits
Vol
Market Cap$1.6B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (73%)
Inst. Holders50 funds
Inst. Value$173.1M
Inst. Activity13 buys / 5 sells
Insider Activity0B / 2S
Insider Net $-$602.5K
Reddit Sentiment50° Neutral
SEC Reports2
Exchange NYSE·Sector Crude Petroleum & Natural Gas·Inc. DE·CIK 0001657788·Prev Close $15.35

Recent Activity

May 19, 2026 SEC
Kimbell Royalty Partners announced a $147 million acquisition of Permian Basin mineral and royalty interests from Mesa R
8-K — Impact 7/10
May 18, 2026 short_volume
Short Volume: KRP — 63.8% short (0.3M / 0.5M)
Short: 322,082 | Exempt: 0 | TRF Vol: 504,813 | Short Ratio: 63.8% | Off-exchange volume (dark pool
Mar 23, 2026 Insider
Rhynsburger Blayne sold 6,609 shares
Controller @ $14.48 ($95.7K)
Mar 4, 2026 Insider
Daly Matthew S. surrendered for taxes 16,724 shares
Chief Operating Officer @ $14.54 ($243.2K)
Mar 4, 2026 Insider
Alcorn Peter surrendered for taxes 1,303 shares
Vice President - Land @ $14.54 ($18.9K)
Feb 26, 2026 SEC
Kimbell Royalty Partners reported strong Q4 2025 results with run-rate production of 25,627 Boe/d exceeding guidance, 8%
8-K — Impact 7/10
Inst.
MARSHALL WACE, LLP — DOUBLED
683,116 shares ($9.9M)
Inst.
Point72 Asset Management, L.P. — ADD
472,916 shares ($6.8M)

Price Targets

$19.00 +24.5% upside Strong Buy
Current $15.26 Low $16.00 Median $19.00 High $23.00 5 analysts
$16.00 $23.00

Analyst Ratings

Buy73% buy · 11 analysts
2Strong Buy
6Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 29, 2026 RBC Capital INITIATE Outperform
Apr 2, 2026 Keybanc UPGRADE Sector Weight → Overweight
Mar 31, 2026 Citigroup MAINTAIN Buy → Buy
Mar 11, 2026 Citigroup MAINTAIN Buy → Buy
Feb 27, 2026 Mizuho MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.23 ▼ -11.5% $0.23 — $0.23 1118% YoY 1
Next Q $0.23 ▲ +4.5% $0.23 — $0.23 8% YoY 1
Current FY $1.00 ▲ +28.0% $0.94 — $1.07 40% YoY 2
Next FY $0.92 ▲ +35.6% $0.84 — $0.99 -9% YoY 2

Top Institutional Holders

FundValueMove
RAYMOND JAMES FINANCIAL INC$19.4M
MORGAN STANLEY$16.1M
NOMURA ASSET MANAGEMENT INTERNATIONAL$13.0M
VANGUARD PORTFOLIO MANAGEMENT LLC$11.9M
MARSHALL WACE, LLP$9.9MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
Mar 23, 2026Rhynsburger BlayneSELL$95.7K
Mar 4, 2026Daly MatthewF$243.2K
Mar 4, 2026Alcorn PeterF$18.9K
Mar 4, 2026Rhynsburger BlayneF$21.0K
Mar 4, 2026Ravnaas RobertF$393.4K

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
1 mentions 0 bullish 0 bearish
50 institutional holders with $173.1M total value (11,951,431 shares) as of 2026-Q1. Top holders: RAYMOND, MORGAN, NOMURA. Net buying activity: 13 institutions added/increased vs 5 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1RAYMOND JAMES FINANCIAL INC1,341,870$19.4M11.2%
2MORGAN STANLEY1,113,475$16.1M9.3%
3NOMURA ASSET MANAGEMENT INTERNATIONAL INC.895,498$13.0M7.5%
4VANGUARD PORTFOLIO MANAGEMENT LLC819,883$11.9M6.9%
5MARSHALL WACE, LLP683,116$9.9M5.7%DOUBLED +286.8%
6ROYAL BANK OF CANADA596,687$8.6M5.0%
7ARROWSTREET CAPITAL, LIMITED PARTNERSHIP511,748$7.4M4.3%
8WELLS FARGO & COMPANY/MN487,745$7.1M4.1%TRIM -40.8%
9Point72 Asset Management, L.P.472,916$6.8M4.0%ADD +97.9%
10CITADEL ADVISORS LLC374,495$5.4M3.1%
11ADAGE CAPITAL PARTNERS GP, L.L.C.365,000$5.3M3.1%TRIM -69.9%
12FIRST TRUST ADVISORS LP342,067$4.9M2.9%TRIM -27.1%
13NORDEA INVESTMENT MANAGEMENT AB319,684$4.8M2.8%ADD +44.8%
14BlackRock, Inc.328,896$4.8M2.7%ADD +30.3%
15GOLDMAN SACHS GROUP INC308,988$4.5M2.6%
16STIFEL FINANCIAL CORP240,580$3.5M2.0%TRIM -25.1%
17KING LUTHER CAPITAL MANAGEMENT CORP233,902$3.4M2.0%TRIM -40.7%
18Cresset Asset Management, LLC201,724$2.9M1.7%ADD +31.2%
19Connor, Clark & Lunn Investment Management Ltd.196,774$2.8M1.6%DOUBLED +399.3%
20Aptus Capital Advisors, LLC194,996$2.8M1.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MARSHALL WACE, LLPDOUBLED176,612683,116+286.8%$9.9M2026-Q1
Point72 Asset Management, L.P.ADD239,002472,916+97.9%$6.8M2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.TRIM1,210,948365,000-69.9%$5.3M2026-Q1
NORDEA INVESTMENT MANAGEMENT ABADD220,716319,684+44.8%$4.8M2026-Q1
BlackRock, Inc.ADD252,442328,896+30.3%$4.8M2026-Q1
Cresset Asset Management, LLCADD153,734201,724+31.2%$2.9M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.DOUBLED39,407196,774+399.3%$2.8M2026-Q1
GABELLI FUNDS LLCTRIM240,000170,000-29.2%$2.5M2026-Q1
TD Waterhouse Canada Inc.ADD63,809113,629+78.1%$1.6M2026-Q1
TUDOR INVESTMENT CORP ET ALADD78,194102,066+30.5%$1.5M2026-Q1
HSBC HOLDINGS PLCDOUBLED15,61584,476+441.0%$1.2M2026-Q1
BANK OF AMERICA CORP /DE/TRIM78,25250,839-35.0%$735.6K2026-Q1
ExodusPoint Capital Management, LPTRIM117,75643,415-63.1%$628.2K2026-Q1
Mariner, LLCADD13,83825,614+85.1%$370.6K2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCADD11,18719,563+74.9%$288.7K2026-Q1
Russell Investments Group, Ltd.DOUBLED3136,975+2128.4%$100.9K2026-Q1
FIFTH THIRD BANCORPTRIM2,0001,153-42.3%$16.7K2026-Q1
HRT FINANCIAL LPADD174,491293,841+68.4%$4.3K2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.ADD916,4661,210,948+32.1%$14.2M2025-Q4
WELLS FARGO & COMPANY/MNTRIM716,767424,516-40.8%$5.0M2025-Q4
GABELLI FUNDS LLCADD162,500240,000+47.7%$2.8M2025-Q4
Point72 Asset Management, L.P.DOUBLED104,500239,002+128.7%$2.8M2025-Q4
Epoch Investment Partners, Inc.TRIM589,713178,874-69.7%$2.1M2025-Q4
Cresset Asset Management, LLCADD98,597153,734+55.9%$1.8M2025-Q4
BANK OF AMERICA CORP /DE/DOUBLED33,61978,252+132.8%$920.2K2025-Q4
11 unique insiders with 24 transactions. Net insider value: -$602.5K ($0.00 bought, $602.5K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Mar 23, 2026Rhynsburger BlayneControllerSELL6,609$14.48$95.7K
Mar 4, 2026Daly Matthew S.Chief Operating OfficerTAX W/H16,724$14.54$243.2K
Mar 4, 2026Alcorn PeterVice President - LandTAX W/H1,303$14.54$18.9K
Mar 4, 2026Rhynsburger BlayneControllerTAX W/H1,442$14.54$21.0K
Mar 4, 2026Ravnaas Robert DavisPresident and CFOTAX W/H27,054$14.54$393.4K
Mar 4, 2026Taylor Brett G.DirectorTAX W/H21,195$14.54$308.2K
Mar 4, 2026Ravnaas Robert D.Chief Executive OfficerTAX W/H30,496$14.54$443.4K
Mar 3, 2026Daly Matthew S.Chief Operating OfficerTAX W/H10,420$14.57$151.8K
Mar 3, 2026Rhynsburger BlayneControllerTAX W/H1,523$14.57$22.2K
Mar 3, 2026Alcorn PeterVice President - LandTAX W/H1,302$14.57$19.0K
Mar 3, 2026Ravnaas Robert D.Chief Executive OfficerTAX W/H24,209$14.57$352.7K
Mar 3, 2026Ravnaas Robert DavisPresident and CFOTAX W/H20,870$14.57$304.1K
Mar 2, 2026Wynne Mitch S.DirectorSELL35,000$14.48$506.8K
Feb 24, 2026Daugbjerg Erik BDirectorAWARD14,108
Feb 24, 2026Stone CraigDirectorAWARD14,108
Feb 24, 2026ADAMS WILLIAM H IIIDirectorAWARD14,108
Feb 24, 2026Rhynsburger BlayneControllerAWARD42,375
Feb 24, 2026Alcorn PeterVice President - LandAWARD17,126
Feb 24, 2026Wynne Mitch S.DirectorAWARD40,791
Feb 24, 2026Daly Matthew S.Chief Operating OfficerAWARD112,200
Feb 24, 2026Ravnaas Robert D.Chief Executive OfficerAWARD204,600
Feb 24, 2026Ravnaas Robert DavisPresident and CFOAWARD181,500
Feb 24, 2026Taylor Brett G.DirectorAWARD142,196
Feb 24, 2026MARTIN T SCOTTDirectorAWARD10,395

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (73% buy). Based on 11 analysts: 2 strong buy, 6 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$19.00 mean target +24.5% upside Strong Buy (1.83)
$16.00 Low $23.00 High
MetricValue
Current Price$15.26
Target Low$16.00
Target Mean$19.00
Target Median$19.00
Target High$23.00
# Analysts5
RecommendationStrong Buy (1.83)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.23 $0.23 $0.23 1117.7% -11.5% $0.1B 8.6% 1
Next Q
2026-09-30
$0.23 $0.23 $0.23 8.1% +4.5% $0.1B 14.2% 1
Current FY
2026-12-31
$1.00 $0.94 $1.07 40.3% +28.0% 2↑ 1↓ $0.4B 7.9% 2
Next FY
2027-12-31
$0.92 $0.84 $0.99 -9.0% +35.6% 2↑ 0↓ $0.4B 1.9% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.230
7d ago$0.300-0.070
30d ago$0.260-0.030
60d ago$0.165+0.065
90d ago$0.120+0.110
4 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 29, 2026 RBC Capital INITIATE Outperform
Apr 2, 2026 Keybanc UPGRADE Sector Weight Overweight
Mar 31, 2026 Citigroup MAINTAIN Buy Buy
Mar 11, 2026 Citigroup MAINTAIN Buy Buy
Feb 27, 2026 Mizuho MAINTAIN Neutral Neutral
Jan 12, 2026 Citigroup MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262630073%
May 1, 20262441055%
Apr 1, 20262441055%
Mar 1, 20262441055%
Feb 1, 20262441055%
Jan 1, 20262441055%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

50°
Neutral
Bearish Neutral Bullish
1 mentions 0 bullish 0 bearish 1 time period

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 12, 2026156° Neutral001

Recent Reddit Threads

May 18, 2026
short_volume
Short Volume: KRP — 63.8% short (0.3M / 0.5M)
Short: 322,082 | Exempt: 0 | TRF Vol: 504,813 | Short Ratio: 63.8% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings_calendar
KRP Q1 2026 Earnings Scheduled — 2026-05-07
Apr 30, 2026
short_volume
Short Volume: KRP — 63.3% short (0.5M / 0.7M)
Short: 452,036 | Exempt: 0 | TRF Vol: 714,564 | Short Ratio: 63.3% | Off-exchange volume (dark pool + OTC)
Apr 2, 2026
short_volume
Short Volume: KRP — 69.5% short (0.6M / 0.9M)
Short: 647,360 | Exempt: 0 | TRF Vol: 930,978 | Short Ratio: 69.5% | Off-exchange volume (dark pool + OTC)
Apr 2, 2026
short_interest
FTD: KRP — 102,540 shares ($1.5M) failed to deliver
Settlement: 20260402, Price: $14.15, FTD Value: $1,450,941, KIMBELL ROYALTY PARTNERS LP UN
Feb 26, 2026
earnings_calendar
KRP Q4 2025 Earnings Before Market Open — 2026-02-26
Feb 9, 2026
short_interest
FTD: KRP — 37,072 shares ($0.5M) failed to deliver
Settlement: 20260209, Price: $13.79, FTD Value: $511,222.88, KIMBELL ROYALTY PARTNERS LP UN