MNR Mach Natural Resources LP Common Units representing Limited Partner Interests

NYSE · Energy · View on SEC EDGAR ↗
$12.74
Price · Aug 19, 2026
Fundamentals as of Aug 6, 2026

MNR Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$12.74
Market Cap
P/E (TTM)
10.1
EPS (TTM)
$1.09
Revenue (TTM)
$1.18B
Div Yield
ROE
Debt/Equity
52W Range
$10 – $15

MNR Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $1.18B
5-point trend, +199.5%
2021-12-31 2025-12-31
EPS $1.09
3-point trend, +51.4%
2023-12-31 2025-12-31
Free Cash Flow
Margins 12.2%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
MNR
Peer Median
P/E (TTM)
3-point trend, -55.8%
10.1
19.5

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
MNR
Peer Median
Operating Margin
3-point trend, -55.8%
20.8%
Net Profit Margin
3-point trend, -73.3%
12.2%
17.1%
ROA
3-point trend, -78.4%
4.7%
6.0%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
MNR
Peer Median
Current Ratio
3-point trend, -16.0%
1.1
1.5
Quick Ratio
3-point trend, -78.7%
0.1

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
MNR
Peer Median
Revenue YoY
5-point trend, +199.5%
21.2%
Revenue CAGR 3Y
5-point trend, +199.5%
7.8%
EPS YoY
3-point trend, +51.4%
-42.6%
Net Income YoY
5-point trend, +3.3%
-22.8%

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
MNR
Peer Median
EPS (Diluted)
3-point trend, +51.4%
$1.09

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
MNR
Peer Median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
Payout Ratio
5Y Div CAGR
Ex-dateAmount
Aug. 17, 2026$0.3600
May 21, 2026$0.6400
Feb. 26, 2026$0.5300
Nov. 20, 2025$0.2700
Aug. 21, 2025$0.3800
May 22, 2025$0.7900
Feb. 27, 2025$0.5000
Nov. 26, 2024$0.6000
Aug. 27, 2024$0.9000
May 24, 2024$0.7500
Feb. 28, 2024$0.9500

MNR Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 13 analysts
  • Strong Buy 5 38.5%
  • Buy 5 38.5%
  • Hold 3 23.1%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

7 analysts · 2026-08-18
Median target $18.00 +41.3%
Mean target $17.71 +39.0%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
-0.06%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.58 $0.34 0.24%
March 31, 2026 $-0.21 $0.55 -0.76%
Dec. 31, 2025 $0.43 $0.26 0.17%
Sept. 30, 2025 $0.43 $0.35 0.08%
June 30, 2025 $0.76 $0.51 0.25%
March 31, 2025 $0.31 $0.68 -0.37%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
MNR 10.1 21.2% 12.2%
BKV $2.63B 13.7 47.9% 19.4% 9.8%
TALO $1.86B -3.9 -9.8% -27.8% -21.1%
NOG $2.09B 55.1 11.2% 1.6% 1.7%
KRP 7.9% 29.8%
KOS -0.6 -23.1% -54.3% -90.5%
PBT
DMLP -5.4% 37.5%
GRNT 26.1 18.5% 5.4% 3.9%
SBR
COP 14.7 7.7% 13.6% 12.3%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 11
Annual Income Statement data for MNR
Metric Trend 2025202420232022
Revenue 4-point trend, +25.4% $1.18B $970M $762M $937M
Operating Expenses 4-point trend, +124.2% $930M $679M $403M $415M
Operating Income 4-point trend, -53.1% $245M $291M $359M $522M
Interest Expense 2-point trend, +130.9% · · $11M $5M
Other Non-op 4-point trend, -1521.9% $-11M $-1M $-1M $-691.0K
Net Income 4-point trend, -72.3% $143M $185M $69M $517M
EPS (Basic) 3-point trend, +51.4% $1.09 $1.90 $0.72 ·
EPS (Diluted) 3-point trend, +51.4% $1.09 $1.90 $0.72 ·
Shares (Basic) 3-point trend, +38.5% 131,455,000 97,591,000 94,907,000 ·
Shares (Diluted) 3-point trend, +38.6% 131,537,000 97,701,000 94,907,000 ·
EBITDA 3-point trend, +8.2% $538M $562M $497M ·
Balance Sheet 17
Annual Balance Sheet data for MNR
Metric Trend 2025202420232022
Cash & Equivalents 4-point trend, +44.9% $43M $106M $153M $29M
Inventory 4-point trend, +76.2% $44M $24M $31M $25M
Other Current Assets 4-point trend, +668.0% $19M $6M $2M $2M
Current Assets 4-point trend, +102.5% $378M $322M $344M $187M
PP&E (Net) 4-point trend, +167.1% $195M $92M $90M $73M
PP&E (Gross) 4-point trend, +180.4% $230M $115M $105M $82M
Accum. Depreciation 4-point trend, +286.1% $36M $24M $16M $9M
Other Non-current Assets 4-point trend, +1014.1% $34M $9M $7M $3M
Total Assets 4-point trend, +325.4% $3.78B $2.34B $2.30B $888M
Accounts Payable · · · $19M
Accrued Liabilities 4-point trend, +92.1% $116M $53M $45M $60M
Current Liabilities 4-point trend, +135.2% $360M $352M $275M $153M
Capital Leases 4-point trend, +212.8% $13M $9M $7M $4M
Other Non-current Liabilities 4-point trend, +2308.6% $6M $2M $943.0K $269.0K
Long-term Debt 4-point trend, +1247.5% $1.14B $751M $807M $85M
Total Debt 3-point trend, +41.8% $1.14B $751M $807M ·
Liabilities + Equity 4-point trend, +325.4% $3.78B $2.34B $2.30B $888M
Cash Flow 7
Annual Cash Flow data for MNR
Metric Trend 2025202420232022
D&A 4-point trend, +230.5% $293M $271M $138M $89M
Stock-based Comp 4-point trend, +24.8% $9M $7M $3M $8M
Other Non-cash 3-point trend, +1397.9% $62M $43M $4M ·
Operating Cash Flow 4-point trend, -8.4% $507M $505M $492M $554M
Investing Cash Flow 4-point trend, -141.3% $-899M $-306M $-1.03B $-373M
Financing Cash Flow 4-point trend, +256.1% $329M $-246M $659M $-211M
Net Change in Cash 4-point trend, -111.5% $-63M $-47M $123M $-30M
Profitability 4
Annual Profitability data for MNR
Metric Trend 2025202420232022
Operating Margin 3-point trend, -55.8% 20.8% 30.0% 47.1% ·
Net Margin 3-point trend, -73.3% 12.2% 19.1% 45.5% ·
EBITDA Margin 3-point trend, -29.8% 45.8% 58.0% 65.2% ·
ROA 3-point trend, -78.4% 4.7% 8.0% 21.7% ·
Liquidity & Solvency 3
Annual Liquidity & Solvency data for MNR
Metric Trend 2025202420232022
Current Ratio 3-point trend, -16.0% 1.1 0.9 1.2 ·
Quick Ratio 3-point trend, -78.7% 0.1 0.3 0.6 ·
Interest Coverage · · 32.1 ·
Efficiency 1
Annual Efficiency data for MNR
Metric Trend 2025202420232022
Asset Turnover 3-point trend, -19.5% 0.4 0.4 0.5 ·
Per Share 3
Annual Per Share data for MNR
Metric Trend 2025202420232022
Revenue / Share 3-point trend, +11.2% $8.94 $9.92 $8.03 ·
Cash Flow / Share 3-point trend, -25.6% $3.85 $5.17 $5.18 ·
EPS (TTM) 3-point trend, +51.4% $1.09 $1.90 $0.72 ·
Growth Rates 5
Annual Growth Rates data for MNR
Metric Trend 2025202420232022
Revenue YoY 4-point trend, -84.7% 21.2% 27.2% -18.7% 138.8%
Revenue CAGR 3Y 2-point trend, -77.7% 7.8% 35.2% · ·
EPS YoY 2-point trend, -126.0% -42.6% 163.9% · ·
Net Income YoY 4-point trend, -108.3% -22.8% 170.3% -86.7% 273.5%
Net Income CAGR 3Y 2-point trend, -441.6% -34.8% 10.2% · ·
Valuation (TTM) 4
Annual Valuation (TTM) data for MNR
Metric Trend 2025202420232022
Revenue TTM 3-point trend, +54.2% $1.18B $970M $762M ·
Net Income TTM 3-point trend, +108.7% $143M $185M $69M ·
P/E 3-point trend, -55.8% 10.1 9.0 22.9 ·
Earnings Yield 3-point trend, +125.9% 9.9% 11.1% 4.4% ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $1.18B$970M$762M$937M$392M
Operating Margin % 20.8%30.0%47.1%
Net Income $143M$185M$69M$517M$138M
Diluted EPS $1.09$1.90$0.72
Balance Sheet
2025-12-312024-12-312023-12-312022-12-312021-12-31
Current Ratio 1.10.91.2
Quick Ratio 0.10.30.6

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Institutional owners (13F) 78 filers · $334.4M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
19 (+1 vs prior Q) 10 (-1 vs prior Q) 28 (+12 vs prior Q) 13 (-2 vs prior Q) -1.5M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
KAYNE ANDERSON CAPITAL ADVISORS LP $196,143,892 15,517,713 58.66% Shares
AMERICAN CENTURY COMPANIES INC $31,058,300 2,457,144 9.29% Shares
MORGAN STANLEY $23,589,160 1,866,231 7.06% Shares
CIBC Private Wealth Group LLC $7,926,452 601,400 2.37% Shares
Clear Street Derivatives LLC $7,444,614 515,555 2.23% Shares
CIBC Bancorp USA Inc. $7,228,083 571,842 2.16% Shares
FIRST TRUST ADVISORS LP $6,247,332 494,251 1.87% Shares
ROYCE & ASSOCIATES LP $5,670,380 448,606 1.70% Shares
RAYMOND JAMES FINANCIAL INC $4,814,123 380,864 1.44% Shares
PEAK6 LLC $3,997,312 316,243 1.20% Shares
FRANKLIN RESOURCES INC $3,529,846 279,260 1.06% Shares
Chicago Partners Investment Group LLC $3,185,379 236,304 0.95% Shares
&PARTNERS $3,058,392 241,961 0.91% Shares
LPL Financial LLC $2,877,088 227,618 0.86% Shares
CITADEL ADVISORS LLC $2,428,384 192,119 0.73% Shares
Invesco Ltd. $2,118,376 167,593 0.63% Shares
CITADEL ADVISORS LLC $1,885,888 149,200 0.56% Call option
Strategic Financial Concepts, LLC $1,878,528 148,618 0.56% Shares
BLAIR WILLIAM & CO/IL $1,728,258 136,729 0.52% Shares
Empowered Funds, LLC $1,667,292 131,906 0.50% Shares
HUSSMAN STRATEGIC ADVISORS, INC. $1,327,200 105,000 0.40% Shares
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC $1,264,000 100,000 0.38% Shares
ENVESTNET ASSET MANAGEMENT INC $1,264,000 100,000 0.38% Shares
Bramshill Investments, LLC $1,100,754 87,085 0.33% Shares
GOLDMAN SACHS GROUP INC $984,707 77,904 0.29% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $975,808 77,200 0.29% Put option
CITADEL ADVISORS LLC $859,520 68,000 0.26% Put option
SUSQUEHANNA INTERNATIONAL GROUP, LLP $835,378 66,090 0.25% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $783,680 62,000 0.23% Call option
ROYAL BANK OF CANADA $525,000 41,500 0.16% Shares
JANE STREET GROUP, LLC $496,752 39,300 0.15% Put option
Rockefeller Capital Management L.P. $434,453 34,371 0.13% Shares
JANE STREET GROUP, LLC $413,935 32,748 0.12% Shares
Equitable Holdings, Inc. $379,200 30,000 0.11% Shares
NOVEM GROUP $303,360 24,000 0.09% Shares
GRANVILLE CAPITAL, INC. $301,413 23,846 0.09% Shares
Boston Partners $269,790 21,344 0.08% Shares
SIMPLEX TRADING, LLC $261,205 20,665 0.08% Shares
Toroso Investments, LLC $260,864 23,629 0.08% Shares
Avior Wealth Management, LLC $252,800 20,000 0.08% Shares
Verdence Capital Advisors LLC $216,460 17,125 0.06% Shares
Arrow Investment Advisors, LLC $211,467 16,730 0.06% Shares
Mutual Advisors, LLC $210,673 16,667 0.06% Shares
Cetera Investment Advisers $199,390 15,774 0.06% Shares
Atria Wealth Solutions, Inc. $191,750 13,000 0.06% Shares
VIRTUS ADVISERS, LLC $174,432 13,800 0.05% Shares
JANE STREET GROUP, LLC $174,432 13,800 0.05% Call option
STIFEL FINANCIAL CORP $164,573 13,020 0.05% Shares
IMC-Chicago, LLC $164,434 13,009 0.05% Shares
STEPHENS INC /AR/ $163,220 12,913 0.05% Shares
Wilmington Savings Fund Society, FSB $126,400 10,000 0.04% Shares
Cannell & Spears LLC $126,400 10,000 0.04% Shares
CENTRAL TRUST Co $63,099 4,992 0.02% Shares
Gunpowder Capital Management, LLC dba Oliver Wealth Management $59,636 4,718 0.02% Shares
OSAIC HOLDINGS, INC. $58,440 4,623 0.02% Shares
Hilton Head Capital Partners, LLC $39,094 3,093 0.01% Shares
BNP PARIBAS FINANCIAL MARKETS $35,202 2,785 0.01% Shares
Parkside Financial Bank & Trust $35,000 2,500 0.01% Shares
CWM, LLC $28,182 2,013 0.01% Shares
WELLS FARGO & COMPANY/MN $26,418 2,090 0.01% Shares
Parallel Advisors, LLC $25,280 2,000 0.01% Shares
Osbon Capital Management LLC $13,499 1,068 0.00% Shares
Allworth Financial LP $12,640 1,000 0.00% Shares
UBS Group AG $12,640 1,000 0.00% Shares
UMB Bank, n.a. $8,848 700 0.00% Shares
CITIGROUP INC $7,331 580 0.00% Shares
FTB Advisors, Inc. $7,220 500 0.00% Shares
SHP Wealth Management $6,156 487 0.00% Shares
Atlantic Union Bankshares Corp $5,284 418 0.00% Shares
HARBOUR INVESTMENTS, INC. $5,056 400 0.00% Shares
IFP Advisors, Inc $4,323 342 0.00% Shares
HRT FINANCIAL LP $3,325 263,080 0.00% Shares
PIN OAK INVESTMENT ADVISORS INC $3,064 242,399 0.00% Shares
EverSource Wealth Advisors, LLC $2,528 200 0.00% Shares
Steward Partners Investment Advisory, LLC $1,264 100 0.00% Shares
GSA CAPITAL PARTNERS LLP $804 63,645 0.00% Shares
WEDBUSH SECURITIES INC $369 29,167 0.00% Shares
Janney Montgomery Scott LLC $297 23,512 0.00% Shares

Company insiders 8 insiders · 4 officers · 5 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Tom L Ward The Reporting Person is Chief Executive Officer of Mach Natural Resources GP LLC, the general partner of the Issuer (the "Genera April 13, 2026 P 76,628 6 0 $3,965,118
Kevin R. White The Reporting Person is Chief Financial Officer of Mach Natural Resources GP LLC, the general partner of the Issuer (the "Genera Feb. 11, 2026 F 455,871 0 0 $0
Michael E Reel The Reporting Person is General Counsel and Secretary of Mach Natural Resources GP LLC, the general partner of the Issuer (the " Feb. 11, 2026 F 85,816 0 0 $0
Daniel T Reineke Jr. The Reporting Person is Executive Vice President, Business Development of Mach Natural Resources GP LLC, the general partner of Oct. 27, 2023 A 767,054 0 0 $0
Christopher Burn Director March 20, 2026 P 15,587 2 0 $27,920
Stephen C Perich Director Oct. 28, 2025 A 29,111 0 0 $0
Edgar R. Giesinger JR. Director Oct. 28, 2025 A 29,111 0 0 $0
Frank A Keating Director Oct. 28, 2025 A 29,111 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 1 position

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
BCE-Mach Aggregator LLC, Bayou City Energy Management LLC, William Wallace McMullen June 17, 2025 63.20% Initial filing Passive investment SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 2 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
GYLD · ARROW ETF TRUST 0.72% 16,730 NS April 30, 2026 N-PORT
PXE · Invesco Exchange-Traded Fund Trust July 13, 2026 Daily