ARLP
ALLIANCE RESOURCE PARTNERS LP
$25.54
-0.31%
$3.3B
No data for this timeframe.
Vol
Market Cap$3.3B
Cap SizeMid Cap
Inst. Holders4 funds
Inst. Value$83.1M
Inst. Activity1 buys / 0 sells
Reddit Sentiment63° Warm
SEC Reports3
Congressional2 trades
Exchange Nasdaq·Sector Bituminous Coal & Lignite Surface Mining·Inc. DE·CIK 0001086600·Prev Close $25.62
Recent Activity
Jun 8, 2026
SEC
ARLP announced a $206.2 million acquisition of additional interests in AllDale Minerals III & IV, increasing its aggrega
8-K — Impact 7/10
May 8, 2026
short_interest
FTD: ARLP — 38,816 shares ($1.0M) failed to deliver
Settlement: 20260508, Price: $25.55, FTD Value: $991,748.8, ALLIANCE RESOURCES PART L.P.
Apr 27, 2026
SEC
ARLP reported Q1 2026 earnings with net income of $9.1 million (EPS $0.07), missing consensus of $0.29, due to a $37.8 m
8-K — Impact 6/10
Apr 7, 2026
SEC
River View Coal LLC, a subsidiary of Alliance Resource Partners, received an imminent danger order from MSHA due to inad
8-K — Impact 6/10
Feb 17, 2026
Insider
Tholen Kirk sold 34,080 shares
SENIOR VICE PRESIDENT @ $0.00 ($0.00)
Feb 17, 2026
Insider
Tholen Kirk sold 15,200 shares
SENIOR VICE PRESIDENT @ $24.37 ($370.4K)
Feb 17, 2026
Insider
Tholen Kirk sold 34,080 shares
SENIOR VICE PRESIDENT @ $0.00 ($0.00)
Inst.
MORGAN STANLEY — ADD
3,363,174 shares ($78.1M)
Price Targets
Historical data — last covering-analyst action Sep 2025. No current recommendation available.
$30.33 (Sep 2025)
Current $25.37
Low $29.00
Median $29.00
High $33.00
3 analysts
$29.00
$33.00
Analyst Ratings
2Strong Buy
6Buy
1Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Sep 25, 2025 | Texas Capital Securities | INITIATE | Buy |
| Apr 29, 2025 | Benchmark | REITERATE | Buy → Buy |
| Feb 4, 2025 | Benchmark | REITERATE | Buy → Buy |
| Oct 29, 2024 | Benchmark | MAINTAIN | Buy → Buy |
| Jul 30, 2024 | Benchmark | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.62 ▼ -6.0% | $0.54 — $0.68 | 13% YoY | 3 |
| Next Q | $0.75 ▲ +10.2% | $0.74 — $0.76 | 6% YoY | 3 |
| Current FY | $2.32 ▼ -7.7% | $2.20 — $2.47 | -13% YoY | 3 |
| Next FY | $2.75 ▲ +0.9% | $2.54 — $3.04 | 19% YoY | 3 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $78.1M | ADD |
| BANK OF AMERICA CORP | $3.6M | TRIM |
| Tweedy, Browne Co LLC | $1.1M | DOUBLED |
| WELLS FARGO & COMPANY/MN | $274.0K | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Feb 17, 2026 | Tholen Kirk | M | $0.00 |
| Feb 17, 2026 | Tholen Kirk | F | $370.4K |
| Feb 17, 2026 | Tholen Kirk | M | $0.00 |
Reddit Sentiment
63°
Warm
Bearish
Neutral
Bullish
Congressional Trades
1 members: 2 buys, 0 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Virginia Foxx | R | BUY | $1,001 - $15,000 |
| Virginia Foxx | R | BUY | $1,001 - $15,000 |
4 institutional holders with $83.1M total value (3,576,438 shares) as of 2025-Q4. Top holders: MORGAN, BANK, Tweedy,. Net buying activity: 1 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,363,174 | $78.1M | 94.0% | ADD +95.4% |
| 2 | BANK OF AMERICA CORP /DE/ | 154,775 | $3.6M | 4.3% | TRIM -33.4% |
| 3 | Tweedy, Browne Co LLC | 46,695 | $1.1M | 1.3% | DOUBLED +105.4% |
| 4 | WELLS FARGO & COMPANY/MN | 11,794 | $274.0K | 0.3% | TRIM -48.7% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 1,721,433 | 3,363,174 | +95.4% | $78.1M | 2025-Q4 |
| MORGAN STANLEY | ADD | 1,289,052 | 1,721,433 | +33.5% | $43.5M | 2025-Q3 |
| UBS Group AG | DOUBLED | 55,669 | 269,165 | +383.5% | $6.8M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 303,942 | 202,411 | -33.4% | $5.1M | 2025-Q3 |
| Tweedy, Browne Co LLC | DOUBLED | 19,477 | 39,999 | +105.4% | $1.0M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | TRIM | 23,365 | 11,992 | -48.7% | $303.2K | 2025-Q3 |
| MORGAN STANLEY | ADD | 879,795 | 1,289,052 | +46.5% | $33.7M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,157,655 | 303,942 | -73.7% | $7.9M | 2025-Q2 |
| UBS Group AG | ADD | 41,280 | 55,669 | +34.9% | $1.5M | 2025-Q2 |
| Tweedy, Browne Co LLC | DOUBLED | 8,755 | 19,477 | +122.5% | $509.1K | 2025-Q2 |
| FMR LLC | EXIT | 825,390 | 0 | -100.0% | $0.00 | 2025-Q2 |
| Tweedy, Browne Co LLC | NEW | — | 8,755 | — | $238.8K | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 336,188 | 532,830 | +58.5% | $14.0M | 2024-Q4 |
| UBS Group AG | TRIM | 92,997 | 35,118 | -62.2% | $923.3K | 2024-Q4 |
1 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Feb 17, 2026 | Tholen Kirk | SENIOR VICE PRESIDENT | M | 34,080 | $0.00 | $0.00 |
| Feb 17, 2026 | Tholen Kirk | SENIOR VICE PRESIDENT | F | 15,200 | $24.37 | $370.4K |
| Feb 17, 2026 | Tholen Kirk | SENIOR VICE PRESIDENT | M | 34,080 | $0.00 | $0.00 |
3 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 1 mixed, 0 neutral. Avg impact: 6.3/10.
BULLISH
8-K
7/10
ARLP announced a $206.2 million acquisition of additional interests in AllDale Minerals III & IV, in
Jun 8, 2026
MIXED
8-K
6/10
ARLP reported Q1 2026 earnings with net income of $9.1 million (EPS $0.07), missing consensus of $0.
Apr 27, 2026
BEARISH
8-K
6/10
River View Coal LLC, a subsidiary of Alliance Resource Partners, received an imminent danger order f
Apr 7, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Sep 2025): 89% buy across 9 analysts — 2 strong buy, 6 buy, 1 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Sep 2025. No current recommendation available.
$30.33 mean target (Sep 2025)
$29.00 Low
$33.00 High
| Metric | Value |
|---|---|
| Current Price | $25.37 |
| Target Low | $29.00 |
| Target Mean | $30.33 |
| Target Median | $29.00 |
| Target High | $33.00 |
| # Analysts | 3 |
| Recommendation | — (no recent coverage) |
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 |
$0.62 | $0.54 | $0.68 | 13.4% | -6.0% | 0↑ 1↓ | $0.5B | -0.5% | 3 |
| Next Q 2026-09-30 |
$0.75 | $0.74 | $0.76 | 5.6% | +10.2% | — | $0.6B | 2.6% | 3 |
| Current FY 2026-12-31 |
$2.32 | $2.20 | $2.47 | -13.0% | -7.7% | 1↑ 2↓ | $2.2B | 0.9% | 3 |
| Next FY 2027-12-31 |
$2.75 | $2.54 | $3.04 | 18.7% | +0.9% | 2↑ 0↓ | $2.3B | 3.3% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.623 | |
| 7d ago | $0.617 | +0.007 |
| 30d ago | $0.663 | -0.040 |
| 60d ago | $0.663 | -0.040 |
| 90d ago | $0.660 | -0.037 |
16 analyst firms have rated this stock: 3 upgrades, 8 downgrades, 10 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Sep 25, 2025 | Texas Capital Securities | INITIATE | — | Buy |
| Apr 29, 2025 | Benchmark | REITERATE | Buy | Buy |
| Feb 4, 2025 | Benchmark | REITERATE | Buy | Buy |
| Oct 29, 2024 | Benchmark | MAINTAIN | Buy | Buy |
| Jul 30, 2024 | Benchmark | MAINTAIN | Buy | Buy |
| Apr 30, 2024 | Benchmark | REITERATE | Buy | Buy |
| Oct 30, 2023 | Benchmark | REITERATE | Buy | Buy |
| Aug 1, 2023 | Benchmark | REITERATE | Buy | Buy |
| Jan 31, 2023 | Benchmark | REITERATE | — | Buy |
| Mar 30, 2022 | Noble Capital Markets | INITIATE | — | Outperform |
| Apr 17, 2020 | B. Riley Securities | MAINTAIN | — | Neutral |
| Apr 8, 2020 | Benchmark | MAINTAIN | — | Buy |
| Mar 31, 2020 | B. Riley Securities | MAINTAIN | — | Neutral |
| Mar 24, 2020 | B. Riley Securities | MAINTAIN | — | Neutral |
| Feb 4, 2020 | Benchmark | INITIATE | — | Buy |
| Aug 19, 2019 | JP Morgan | DOWNGRADE | Overweight | Neutral |
| Jul 29, 2019 | Seaport Global | DOWNGRADE | Buy | Neutral |
| Jul 17, 2019 | B. Riley Securities | DOWNGRADE | Buy | Neutral |
| Jul 9, 2019 | Clarkson Capital Markets | INITIATE | — | Buy |
| May 23, 2018 | MKM Partners | UPGRADE | Neutral | Buy |
| Nov 15, 2017 | Stifel | MAINTAIN | — | Hold |
| Dec 20, 2016 | MKM Partners | INITIATE | — | Neutral |
| Oct 31, 2016 | Seaport Global | INITIATE | — | Buy |
| Dec 17, 2015 | Deutsche Bank | DOWNGRADE | Buy | Hold |
| Oct 5, 2015 | Deutsche Bank | MAINTAIN | — | Buy |
| Sep 18, 2015 | FBR Capital | INITIATE | — | Outperform |
| Jul 2, 2015 | Deutsche Bank | UPGRADE | Hold | Buy |
| Apr 6, 2015 | Deutsche Bank | MAINTAIN | — | Hold |
| Jan 29, 2015 | Citigroup | MAINTAIN | — | Buy |
| Jul 30, 2014 | Raymond James | MAINTAIN | — | Outperform |
| Jul 30, 2014 | JP Morgan | MAINTAIN | — | Neutral |
| Jul 30, 2014 | Citigroup | MAINTAIN | — | Buy |
| May 2, 2014 | Deutsche Bank | MAINTAIN | — | Hold |
| Apr 30, 2014 | Raymond James | MAINTAIN | — | Outperform |
| Apr 30, 2014 | Citigroup | MAINTAIN | — | Buy |
| Jan 29, 2014 | Raymond James | DOWNGRADE | Strong Buy | Outperform |
| Oct 8, 2013 | JP Morgan | INITIATE | — | Neutral |
| Jul 30, 2013 | Hilliard Lyons | DOWNGRADE | Long-Term Buy | Neutral |
| Jul 30, 2013 | Hilliard Lyons | DOWNGRADE | Long-Term Buy | Neutral |
| Jul 12, 2013 | Deutsche Bank | DOWNGRADE | Buy | Hold |
| Jan 9, 2013 | Deutsche Bank | UPGRADE | Hold | Buy |
| Oct 31, 2012 | Dahlman Rose | MAINTAIN | — | Buy |
| Aug 23, 2012 | Global Hunter Securities | INITIATE | — | Neutral |
| Jul 16, 2012 | Citigroup | MAINTAIN | — | Buy |
| May 21, 2012 | Dahlman Rose | INITIATE | — | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 6 | 1 | 0 | 0 | 89% | |
| May 1, 2026 | 2 | 6 | 1 | 0 | 0 | 89% | |
| Apr 1, 2026 | 2 | 6 | 1 | 0 | 0 | 89% | |
| Mar 1, 2026 | 2 | 6 | 1 | 0 | 0 | 89% | |
| Feb 1, 2026 | 2 | 6 | 1 | 0 | 0 | 89% | |
| Jan 1, 2026 | 2 | 6 | 1 | 0 | 0 | 89% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 2 buys, 0 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| May 15, 2026 | Virginia Foxx | R | HOUSE | BUY | $1,001 - $15,000 | Alliance Resource Partners LP | Jun 3, 2026 (20d) |
| Feb 13, 2026 | Virginia Foxx | R | HOUSE | BUY | $1,001 - $15,000 | Alliance Resource Partners LP | Mar 3, 2026 (19d) |
63°
Warm
Bearish
Neutral
Bullish
4 mentions
2 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 3, 2026 | 2 | 58° Warm | 1 | 0 | 2 |
| Jun 3, 2026 | 2 | 58° Warm | 1 | 0 | 2 |
Recent Reddit Threads
May 8, 2026
short_interest
FTD: ARLP — 38,816 shares ($1.0M) failed to deliver
Settlement: 20260508, Price: $25.55, FTD Value: $991,748.8, ALLIANCE RESOURCES PART L.P.
May 4, 2026
short_interest
FTD: ARLP — 21,781 shares ($0.6M) failed to deliver
Settlement: 20260504, Price: $26.15, FTD Value: $569,573.15, ALLIANCE RESOURCES PART L.P.
Apr 27, 2026
earnings_calendar
ARLP Q1 2026 Earnings Scheduled — 2026-04-27
Apr 24, 2026
short_interest
FTD: ARLP — 44,267 shares ($1.1M) failed to deliver
Settlement: 20260424, Price: $25.23, FTD Value: $1,116,856.41, ALLIANCE RESOURCES PART L.P.