CNR
Core Natural Resources, Inc.
$93.22
-0.24%
$4.7B
No data for this timeframe.
Vol
Market Cap$4.7B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (89%)
Inst. Holders6 funds
Inst. Value$1.3B
Inst. Activity2 buys / 1 sells
Insider Activity0B / 5S
Insider Net $-$6.2M
SEC Reports12
Recent Activity
Jun 4, 2026
SEC
Core Natural Resources filed an 8-K furnishing an investor presentation that recaps Q1 2026 results and provides 2026 gu
8-K — Impact 4/10
May 19, 2026
SEC
Core Natural Resources reported that its subsidiary Wolf Run Mining LLC received an imminent danger order under section
8-K — Impact 3/10
May 7, 2026
SEC
Core Natural Resources reported Q1 2026 net income of $21.0M ($0.41/diluted share), swinging from a $79.0M loss in Q4 20
8-K — Impact 6/10
Apr 30, 2026
Insider
Keating Ronald C sold 1,390 shares
Director @ $0.00 ($0.00)
Apr 30, 2026
Insider
Doheny Edward L II sold 1,390 shares
Director @ $0.00 ($0.00)
Mar 24, 2026
Insider
Brock James A sold 24,440 shares
Executive Chair and CEO @ $0.00 ($0.00)
Inst.
BANK OF AMERICA CORP — ADD
398,954 shares ($35.3M)
Inst.
WELLS FARGO & COMPANY/MN — ADD
65,912 shares ($5.8M)
Price Targets
$109.50
+20.0% upside
Buy
Current $91.27
Low $105.00
Median $108.50
High $116.00
4 analysts
$105.00
$116.00
Analyst Ratings
2Strong Buy
6Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Mar 24, 2026 | UBS | MAINTAIN | Buy → Buy |
| Mar 12, 2026 | UBS | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.54 ▲ +48.9% | $0.37 — $0.71 | 177% YoY | 2 |
| Next Q | $1.39 ▼ -13.2% | $0.84 — $1.93 | 127% YoY | 2 |
| Current FY | $3.77 ▼ -23.4% | $2.90 — $4.64 | 227% YoY | 2 |
| Next FY | $7.81 ▼ -12.9% | $5.65 — $9.91 | 107% YoY | 4 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FMR LLC | $608.4M | NEW |
| VANGUARD GROUP INC | $501.8M | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $66.5M | NEW |
| BANK OF AMERICA CORP | $35.3M | ADD |
| MORGAN STANLEY | $35.1M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 30, 2026 | Keating Ronald | A | $0.00 |
| Apr 30, 2026 | Doheny Edward | A | $0.00 |
| Mar 24, 2026 | Brock James | G | $0.00 |
| Mar 19, 2026 | Klein Rosemary | SELL | $1.1M |
| Mar 18, 2026 | Brock James | SELL | $4.1M |
6 institutional holders with $1.3B total value (14,155,686 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, CHARLES. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FMR LLC | 6,873,252 | $608.4M | 48.6% | NEW |
| 2 | VANGUARD GROUP INC | 5,669,844 | $501.8M | 40.1% | NEW |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 751,224 | $66.5M | 5.3% | NEW |
| 4 | BANK OF AMERICA CORP /DE/ | 398,954 | $35.3M | 2.8% | ADD +31.3% |
| 5 | MORGAN STANLEY | 396,500 | $35.1M | 2.8% | NEW |
| 6 | WELLS FARGO & COMPANY/MN | 65,912 | $5.8M | 0.5% | ADD +67.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | ADD | 303,962 | 398,954 | +31.3% | $35.3M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 39,463 | 65,912 | +67.0% | $5.8M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 49,364 | 0 | -100.0% | $0.00 | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 585,137 | 303,962 | -48.1% | $25.4M | 2025-Q3 |
| UBS Group AG | TRIM | 361,147 | 219,908 | -39.1% | $18.4M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 49,364 | — | $4.1M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 393,001 | 585,137 | +48.9% | $40.8M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | TRIM | 46,755 | 33,971 | -27.3% | $2.4M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 67,955 | 0 | -100.0% | $0.00 | 2025-Q2 |
| FMR LLC | NEW | — | 7,743,982 | — | $597.1M | 2025-Q1 |
| VANGUARD GROUP INC | NEW | — | 6,261,908 | — | $482.8M | 2025-Q1 |
| CITADEL ADVISORS LLC | NEW | — | 1,423,658 | — | $109.8M | 2025-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 630,744 | — | $48.6M | 2025-Q1 |
| UBS Group AG | NEW | — | 426,633 | — | $32.9M | 2025-Q1 |
| MORGAN STANLEY | NEW | — | 385,821 | — | $29.7M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 67,955 | — | $5.2M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | NEW | — | 46,755 | — | $3.6M | 2025-Q1 |
6 unique insiders with 5 transactions. Net insider value: -$6.2M ($0.00 bought, $6.2M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 30, 2026 | Keating Ronald C | Director | A | 1,390 | $0.00 | $0.00 |
| Apr 30, 2026 | Doheny Edward L II | Director | A | 1,390 | $0.00 | $0.00 |
| Mar 24, 2026 | Brock James A | Executive Chair and CEO | G | 24,440 | $0.00 | $0.00 |
| Mar 19, 2026 | Klein Rosemary L | SVP, CLO & Corp. Sec. | SELL | 10,000 | $105.00 | $1.1M |
| Mar 18, 2026 | Brock James A | Executive Chair and CEO | SELL | 40,760 | $101.15 | $4.1M |
| Mar 17, 2026 | Rothka John | Chief Accounting Officer | SELL | 1,000 | $97.66 | $97.7K |
| Mar 10, 2026 | NAVARRE RICHARD A | Director | SELL | 6,000 | $91.70 | $550.2K |
| Mar 10, 2026 | Rothka John | Chief Accounting Officer | SELL | 3,800 | $91.62 | $348.2K |
| Feb 18, 2026 | Rothka John | Chief Accounting Officer | F | 79 | $88.96 | $7.0K |
| Feb 18, 2026 | Brock James A | Executive Chair and CEO | F | 2,960 | $88.96 | $263.3K |
12 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 10 neutral. Avg impact: 3.3/10.
NEUTRAL
8-K
4/10
Core Natural Resources filed an 8-K furnishing an investor presentation that recaps Q1 2026 results
Jun 4, 2026
NEUTRAL
8-K
3/10
Core Natural Resources reported that its subsidiary Wolf Run Mining LLC received an imminent danger
May 19, 2026
BULLISH
8-K
6/10
Core Natural Resources reported Q1 2026 net income of $21.0M ($0.41/diluted share), swinging from a
May 7, 2026
NEUTRAL
8-K
2/10
Core Natural Resources disclosed an imminent danger order under section 107(a) of the Mine Safety Ac
May 4, 2026
NEUTRAL
3
2/10
Ronald C. Keating filed an initial Form 3 with Core Natural Resources, reporting zero beneficial own
May 1, 2026
NEUTRAL
3
2/10
Edward L. Doheny II filed a Form 3 initial statement of beneficial ownership with the SEC, reporting
May 1, 2026
NEUTRAL
8-K
2/10
Core Natural Resources held its 2026 Annual Meeting on April 30, 2026, electing all eight director n
Apr 30, 2026
NEUTRAL
CLUSTER
3/10
An insider trading cluster at Core Natural Resources (CNR) shows one open-market sale and one non-ca
Mar 25, 2026
BEARISH
CLUSTER
7/10
Three corporate insiders at Core Natural Resources, Inc. (CNR) sold shares in the open market over a
Mar 20, 2026
NEUTRAL
CLUSTER
3/10
Chief Accounting Officer Rothka John sold 1,000 shares of CNR in an open-market transaction, totalin
Mar 19, 2026
NEUTRAL
DEFA14A
3/10
Analysis based on filing metadata only — document content was unavailable
Mar 16, 2026
NEUTRAL
CLUSTER
3/10
Two corporate insiders at Core Natural Resources, Inc. (CNR) sold shares in the open market on March
Mar 11, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (89% buy). Based on 9 analysts: 2 strong buy, 6 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$109.50 mean target
+20.0% upside
Buy (1.00)
$105.00 Low
$116.00 High
| Metric | Value |
|---|---|
| Current Price | $91.27 |
| Target Low | $105.00 |
| Target Mean | $109.50 |
| Target Median | $108.50 |
| Target High | $116.00 |
| # Analysts | 4 |
| Recommendation | Buy (1.00) |
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 |
$0.54 | $0.37 | $0.71 | 176.8% | +48.9% | 1↑ 0↓ | $1.1B | 1.6% | 2 |
| Next Q 2026-09-30 |
$1.39 | $0.84 | $1.93 | 127.1% | -13.2% | 0↑ 2↓ | $1.1B | 11.9% | 2 |
| Current FY 2026-12-31 |
$3.77 | $2.90 | $4.64 | 226.5% | -23.4% | 0↑ 2↓ | $4.4B | 6.8% | 2 |
| Next FY 2027-12-31 |
$7.81 | $5.65 | $9.91 | 107.0% | -12.9% | 1↑ 3↓ | $4.6B | 4.6% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.538 | |
| 7d ago | $0.579 | -0.042 |
| 30d ago | $0.361 | +0.177 |
| 60d ago | $0.579 | -0.041 |
| 90d ago | $0.427 | +0.110 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Mar 24, 2026 | UBS | MAINTAIN | Buy | Buy |
| Mar 12, 2026 | UBS | MAINTAIN | Buy | 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
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 13, 2026
short_interest
FTD: CNR — 16,531 shares ($1.4M) failed to deliver
Settlement: 20260513, Price: $85.89, FTD Value: $1,419,847.59, CORE NATURAL RESOURCES, INC. (
May 7, 2026
earnings_calendar
CNR Q1 2026 Earnings Before Market Open — 2026-05-07
May 7, 2026
short_interest
FTD: CNR — 22,000 shares ($1.9M) failed to deliver
Settlement: 20260507, Price: $87.77, FTD Value: $1,930,940, CORE NATURAL RESOURCES, INC. (
Apr 7, 2026
short_interest
FTD: CNR — 8,253 shares ($0.9M) failed to deliver
Settlement: 20260407, Price: $104.05, FTD Value: $858,724.65, CORE NATURAL RESOURCES, INC. (
Apr 6, 2026
short_interest
FTD: CNR — 8,142 shares ($0.8M) failed to deliver
Settlement: 20260406, Price: $104.25, FTD Value: $848,803.5, CORE NATURAL RESOURCES, INC. (
Apr 1, 2026
short_interest
FTD: CNR — 6,104 shares ($0.6M) failed to deliver
Settlement: 20260401, Price: $104.73, FTD Value: $639,271.92, CORE NATURAL RESOURCES, INC. (