MNR
MACH NATURAL RESOURCES LP
$13.67
+1.64%
$2.2B
No data for this timeframe.
Vol
Market Cap$2.2B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (77%)
Inst. Holders3 funds
Inst. Value$12.1M
Inst. Activity1 buys / 2 sells
Insider Activity6B / 1S
Insider Net $-$57.9M
SEC Reports6
Recent Activity
May 22, 2026
SEC
Mach Natural Resources LP entered into an equity distribution agreement with Morgan Stanley to sell up to $100 million o
8-K — Impact 5/10
May 22, 2026
SEC
Mach Natural Resources LP filed a 424B5 prospectus supplement establishing an at-the-market (ATM) equity distribution pr
424B5 — Impact 6/10
May 15, 2026
Insider
IKAV General Partner S.a r.l. sold 1,422,476 shares
10%+ Owner @ $14.06 ($20.0M)
May 7, 2026
SEC
Mach Natural Resources LP reported Q1 2026 results with total revenue of $286M and a GAAP net loss of $35M, compared to
8-K — Impact 5/10
May 7, 2026
earnings_calendar
MNR Q1 2026 Earnings Scheduled — 2026-05-07
Apr 13, 2026
Insider
WARD TOM L. bought 76,628 shares
See Remarks @ $13.05 ($1000.0K)
Apr 8, 2026
Insider
IKAV General Partner S.a r.l. sold 4,612,874 shares
10%+ Owner @ $12.81 ($59.1M)
Inst.
MORGAN STANLEY — ADD
1,067,395 shares ($11.8M)
Price Targets
$18.71
+40.1% upside
Strong Buy
Current $13.36
Low $14.00
Median $19.00
High $21.00
7 analysts
$14.00
$21.00
Analyst Ratings
5Strong Buy
5Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Mar 24, 2026 | Truist Securities | INITIATE | Buy → Hold |
| Jan 16, 2026 | Keybanc | DOWNGRADE | Overweight → Sector Weight |
| Jan 6, 2026 | Stifel | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.30 ▼ -4.5% | $0.12 — $0.41 | -60% YoY | 3 |
| Next Q | $0.34 ▲ +14.3% | $0.21 — $0.47 | 221% YoY | 3 |
| Current FY | $1.50 ▲ +3.5% | $1.03 — $1.92 | 22% YoY | 4 |
| Next FY | $1.53 ▲ +13.8% | $1.08 — $1.83 | 2% YoY | 4 |
Latest Reports
BEARISH
8-K
5/10
Mach Natural Resources LP entered into an equity distribution agreement with Morgan Stanley to sell up to $100 million o
May 22, 2026
BEARISH
424B5
6/10
Mach Natural Resources LP filed a 424B5 prospectus supplement establishing an at-the-market (ATM) equity distribution pr
May 22, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $11.8M | ADD |
| BANK OF AMERICA CORP | $224.7K | TRIM |
| WELLS FARGO & COMPANY/MN | $66.4K | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 15, 2026 | IKAV General | J | $20.0M |
| Apr 13, 2026 | WARD TOM | BUY | $1000.0K |
| Apr 8, 2026 | IKAV General | SELL | $59.1M |
| Apr 8, 2026 | KAYNE ANDERSON | J | $44.1M |
| Mar 23, 2026 | McMullen William | BUY | $43.8K |
3 institutional holders with $12.1M total value (1,093,763 shares) as of 2025-Q4. Top holders: MORGAN, BANK, WELLS. Net selling activity: 2 institutions trimmed/exited vs 1 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,067,395 | $11.8M | 97.6% | ADD +28.1% |
| 2 | BANK OF AMERICA CORP /DE/ | 20,352 | $224.7K | 1.9% | TRIM -48.7% |
| 3 | WELLS FARGO & COMPANY/MN | 6,016 | $66.4K | 0.5% | TRIM -36.6% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 833,312 | 1,067,395 | +28.1% | $11.8M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 39,705 | 20,352 | -48.7% | $224.7K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 9,485 | 6,016 | -36.6% | $66.4K | 2025-Q4 |
| MORGAN STANLEY | TRIM | 1,303,445 | 833,312 | -36.1% | $11.0M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | NEAR_EXIT | 287,665 | 39,705 | -86.2% | $523.3K | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | ADD | 6,991 | 9,485 | +35.7% | $125.0K | 2025-Q3 |
| UBS Group AG | NEAR_EXIT | 492,944 | 1,000 | -99.8% | $13.2K | 2025-Q3 |
| MORGAN STANLEY | TRIM | 1,761,775 | 1,303,445 | -26.0% | $18.8M | 2025-Q2 |
| UBS Group AG | TRIM | 822,581 | 492,944 | -40.1% | $7.1M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | TRIM | 809,268 | 287,665 | -64.5% | $4.2M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | ADD | 4,191 | 6,991 | +66.8% | $100.9K | 2025-Q2 |
| FMR LLC | EXIT | 409,997 | 0 | -100.0% | $0.00 | 2025-Q2 |
| MORGAN STANLEY | DOUBLED | 403,128 | 1,761,775 | +337.0% | $27.4M | 2025-Q1 |
| UBS Group AG | DOUBLED | 152,521 | 822,581 | +439.3% | $12.8M | 2025-Q1 |
| FMR LLC | TRIM | 749,557 | 409,997 | -45.3% | $6.4M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 96,240 | 51,909 | -46.1% | $807.2K | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | ADD | 2,100 | 4,191 | +99.6% | $65.2K | 2025-Q1 |
| MORGAN STANLEY | TRIM | 682,377 | 403,128 | -40.9% | $6.9M | 2024-Q4 |
| UBS Group AG | TRIM | 293,774 | 152,521 | -48.1% | $2.6M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 173,352 | 96,240 | -44.5% | $1.7M | 2024-Q4 |
| MORGAN STANLEY | ADD | 419,966 | 682,377 | +62.5% | $10.9M | 2024-Q3 |
7 unique insiders with 7 transactions. Net insider value: -$57.9M ($1.2M bought, $59.1M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 15, 2026 | IKAV General Partner S.a r.l. | 10%+ Owner | J | 1,422,476 | $14.06 | $20.0M |
| Apr 13, 2026 | WARD TOM L. | See Remarks | BUY | 76,628 | $13.05 | $1000.0K |
| Apr 8, 2026 | IKAV General Partner S.a r.l. | 10%+ Owner | SELL | 4,612,874 | $12.81 | $59.1M |
| Apr 8, 2026 | KAYNE ANDERSON CAPITAL ADVISORS LP | J | 3,442,321 | $12.81 | $44.1M | |
| Mar 23, 2026 | McMullen William Wallace | Director | BUY | 3,215 | $13.63 | $43.8K |
| Mar 20, 2026 | Burn Christopher | Director | BUY | 1,000 | $13.85 | $13.8K |
| Mar 20, 2026 | McMullen William Wallace | Director | BUY | 2,500 | $14.00 | $35.0K |
| Mar 19, 2026 | McMullen William Wallace | Director | BUY | 3,570 | $14.00 | $50.0K |
| Mar 19, 2026 | Burn Christopher | Director | BUY | 1,000 | $14.07 | $14.1K |
| Feb 11, 2026 | Reel Michael E | See Remarks | F | 2,532 | $12.62 | $32.0K |
| Feb 11, 2026 | WHITE KEVIN R. | See Remarks | F | 5,627 | $12.62 | $71.0K |
| Feb 9, 2026 | KAYNE ANDERSON CAPITAL ADVISORS LP | 10%+ Owner | J | 227,547 | $14.56 | $3.3M |
| Feb 9, 2026 | Reel Michael E | See Remarks | A | 5,151 | $12.62 | $65.0K |
| Feb 9, 2026 | WHITE KEVIN R. | See Remarks | A | 11,886 | $12.62 | $150.0K |
6 SEC filing reports analyzed. Sentiment: 0 bullish, 3 bearish, 1 mixed, 2 neutral. Avg impact: 5.3/10.
BEARISH
8-K
5/10
Mach Natural Resources LP entered into an equity distribution agreement with Morgan Stanley to sell
May 22, 2026
BEARISH
424B5
6/10
Mach Natural Resources LP filed a 424B5 prospectus supplement establishing an at-the-market (ATM) eq
May 22, 2026
MIXED
8-K
5/10
Mach Natural Resources LP reported Q1 2026 results with total revenue of $286M and a GAAP net loss o
May 7, 2026
BEARISH
CLUSTER
7/10
A major shareholder, IKAV General Partner S.a r.l., sold $59.09M in shares at $12.81, while an insid
Apr 13, 2026
NEUTRAL
8-K
5/10
Mach Natural Resources LP announced a secondary offering of 9 million common units by existing unith
Apr 8, 2026
NEUTRAL
CLUSTER
4/10
Five open-market share purchases by two MNR directors in the past week total $156,720, signaling con
Mar 23, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (77% buy). Based on 13 analysts: 5 strong buy, 5 buy, 3 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$18.71 mean target
+40.1% upside
Strong Buy (1.50)
$14.00 Low
$21.00 High
| Metric | Value |
|---|---|
| Current Price | $13.36 |
| Target Low | $14.00 |
| Target Mean | $18.71 |
| Target Median | $19.00 |
| Target High | $21.00 |
| # Analysts | 7 |
| Recommendation | Strong Buy (1.50) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.30 | $0.12 | $0.41 | -60.1% | -4.5% | 1↑ 1↓ | $0.4B | 27.9% | 3 |
| Next Q 2026-09-30 |
$0.34 | $0.21 | $0.47 | 221.4% | +14.3% | 1↑ 1↓ | $0.4B | 37.9% | 3 |
| Current FY 2026-12-31 |
$1.50 | $1.03 | $1.92 | 21.7% | +3.5% | 0↑ 2↓ | $1.5B | 26.0% | 4 |
| Next FY 2027-12-31 |
$1.53 | $1.08 | $1.83 | 2.2% | +13.8% | 2↑ 1↓ | $1.5B | -0.9% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.303 | |
| 7d ago | $0.230 | +0.073 |
| 30d ago | $0.318 | -0.014 |
| 60d ago | $0.330 | -0.027 |
| 90d ago | $0.227 | +0.077 |
3 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Mar 24, 2026 | Truist Securities | INITIATE | Buy | Hold |
| Jan 16, 2026 | Keybanc | DOWNGRADE | Overweight | Sector Weight |
| Jan 6, 2026 | Stifel | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 5 | 3 | 0 | 0 | 77% | |
| May 1, 2026 | 5 | 5 | 3 | 0 | 0 | 77% | |
| Apr 1, 2026 | 5 | 5 | 3 | 0 | 0 | 77% | |
| Mar 1, 2026 | 5 | 6 | 1 | 0 | 0 | 92% | |
| Feb 1, 2026 | 5 | 6 | 1 | 0 | 0 | 92% | |
| Jan 1, 2026 | 5 | 6 | 1 | 0 | 0 | 92% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 7, 2026
earnings_calendar
MNR Q1 2026 Earnings Scheduled — 2026-05-07
Apr 24, 2026
short_interest
FTD: MNR — 172,978 shares ($2.3M) failed to deliver
Settlement: 20260424, Price: $13.04, FTD Value: $2,255,633.12, MACH NAT RES LP COM UNIT LTD P
Apr 20, 2026
short_volume
Short Volume: MNR — 59.1% short (0.3M / 0.5M)
Short: 309,671 | Exempt: 0 | TRF Vol: 524,249 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
Apr 17, 2026
short_volume
Short Volume: MNR — 67.5% short (0.5M / 0.7M)
Short: 454,362 | Exempt: 0 | TRF Vol: 673,275 | Short Ratio: 67.5% | Off-exchange volume (dark pool + OTC)
Apr 14, 2026
short_volume
Short Volume: MNR — 56.1% short (0.5M / 0.9M)
Short: 496,459 | Exempt: 897 | TRF Vol: 885,099 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
short_interest
FTD: MNR — 59,421 shares ($0.8M) failed to deliver
Settlement: 20260413, Price: $12.65, FTD Value: $751,675.65, MACH NAT RES LP COM UNIT LTD P
Apr 10, 2026
short_volume
Short Volume: MNR — 64.7% short (0.3M / 0.5M)
Short: 329,451 | Exempt: 0 | TRF Vol: 509,454 | Short Ratio: 64.7% | Off-exchange volume (dark pool + OTC)
Apr 7, 2026
short_volume
Short Volume: MNR — 81.6% short (2.4M / 2.9M)
Short: 2,396,700 | Exempt: 204,113 | TRF Vol: 2,937,330 | Short Ratio: 81.6% | Off-exchange volume (dark pool + OTC)
Mar 12, 2026
earnings_calendar
MNR Q4 2025 Earnings After Market Close — 2026-03-12