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8-K ·Filed Jul 23, 2026

DMLP

DORCHESTER MINERALS, L.P.
NEUTRAL
Impact 3/10
Horizonimmediate Processed3mo ago SEC0001437749-26-024295
8-K Item 2.02: Earnings release
Actionable Insight • Neutral

The distribution is in line with the partnership's quarterly cadence. Monitor oil and natural gas price trends and future cash receipts for distribution trajectory; no immediate catalyst from this filing.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d
DMLP ▲ +8.13% at T+60d
NEUTRAL call +8.13% · α vs SPY +4.84% · entry $27.79 → $30.05
Entry = T+0 close
Jul 23, 2026
via day close
T+1d
-2.23%
call -2.23% · α -2.25%
$27.17
settled 3mo ago
T+5d
-3.02%
call -3.02% · α -3.40%
$26.95
settled 3mo ago
T+20d
+4.43%
call +4.43% · α +0.80%
$29.02
settled 2mo ago
T+60d
+8.13%
call +8.13% · α +4.84%
$30.05
settled 11d ago

Price Chart

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Executive Summary

Dorchester Minerals, L.P. announced its second quarter 2026 cash distribution of $1.272943 per common unit, payable August 13, 2026 to holders of record August 3, 2026. Cash receipts from Royalty Properties totaled ~$50.4M, Net Profits Interest ~$16.6M, and lease bonus/other ~$2.5M. The filing is a routine quarterly distribution update with no earnings or operational performance data.

Key Facts

  • Q2 2026 cash distribution of $1.272943 per common unit
  • Record date: August 3, 2026; Payable: August 13, 2026
  • Royalty Properties cash receipts: ~$50.4M
  • Net Profits Interest cash receipts: ~$16.6M (including proceeds from Midland County settlement)
  • Lease bonus and other income: ~$2.5M

Financial Impact

Distribution of $1.272943 per unit; total cash receipts of ~$69.5M from Royalty Properties, Net Profits Interest, and lease bonus/other

cash distribution per unit

Risk Factors

  • Commodity price volatility (oil and natural gas) directly impacts future cash receipts and distributions
  • Concentration of receipts from prior sales periods and one-time settlements may not recur

Market Snapshot

Exchange
Nasdaq
Sector
Crude Petroleum & Natural Gas

Investment Themes

Traditional Energy

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001437749-26-024295
Exhibit: ex_992149.htm0001437749-26-024295
Document: 0001437749-26-024295-index-headers.html0001437749-26-024295
Document: 0001437749-26-024295-index.html0001437749-26-024295
Document: 0001437749-26-024295.txt0001437749-26-024295
8-K Data (Synthetic)0001437749-26-024295
13 reports for DMLP
Performance horizon
80% Hit rate @ T+5 4 of 5 directional calls Went positive at some point 4 of 6 best @ T+20▲ +12.00%Aug 6, 2026
Filters
Rows
Reports for DMLP — sortable, filterable
TypeNow
Oct 22, 2026
4d ago
8-K
NEUTRAL ★ 3/10
$30.64awaiting T+5—$30.61 (−0.10%)
Oct 22, 2026
4d ago
Press Release
NEUTRAL ★ 4/10
$30.64awaiting T+5—$30.61 (−0.10%)
Oct 20, 2026
7d ago
8-K
BULLISH ★ 6/10
$30.16awaiting T+5—$30.61 (+1.49%)
Oct 19, 2026
7d ago
Press Release
NEUTRAL ★ 4/10
$30.16awaiting T+5—$30.61 (+1.49%)
Aug 6, 2026
11w ago
Press Release
BULLISH ★ 6/10
$26.08 $27.71▲ +6.25%▲ +5.85%$30.61 (+17.37%)
Aug 3, 2026
12w ago
8-K
MIXED ★ 5/10
$25.48 $27.18▲ +6.67%▲ +6.77%$30.61 (+20.13%)
Jul 23, 2026
13w ago
8-K
NEUTRAL ★ 3/10
$27.79 $26.95▼ −3.02%▼ −3.40%$30.61 (+10.15%)
Jul 6, 2026
16w ago
8-K
BULLISH ★ 5/10
$25.83 $27.12▲ +4.99%▲ +4.44%$30.61 (+18.51%)
May 6, 2026
24w ago
8-K
BULLISH ★ 7/10
$26.08 $27.07▲ +3.80%▲ +2.29%$30.61 (+17.37%)
May 6, 2026
24w ago
Press Release
BULLISH ★ 6/10
$26.08 $27.07▲ +3.80%▲ +2.29%$30.61 (+17.37%)
Showing 10 of 13

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Report published Jul 23, 2026