ARLP
ALLIANCE RESOURCE PARTNERS LPPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Apr 7 River View Coal LLC, a subsidiary of Alliance Resource Partners, rec…
- R Apr 27 ARLP reported Q1 2026 earnings with net income of $9.1 million (EPS…
- R Jun 8 ARLP announced a $206.2 million acquisition of additional interests…
- R Jul 2 ARLP completed a $206.2M acquisition of oil & gas mineral interests…
- R Jul 27 ARLP reported Q2 2026 EPS of $0.61 (GAAP), essentially in line with…
- B Jul 31 1 insider buy $78.3K at $26.12
- B Aug 18 1 insider buy $1.8K at $25.81
Signal stack
Where each data set points today.
- InsidersBULLISH
1 insider bought $80.1K at an average $26.11. No open-market sales.
- InstitutionsBULLISH
Q2 2026: 10 added (1 new), 6 trimmed or exited. Largest new: Lido Advisors $26.3M.
- Short sellersSTEADY
Short interest +12.7% to 1.57M shares. 6.3 days to cover, ≈1.2% of shares.
- TrendUPTREND
3% above its 50-day average.
- SocialQUIET
Crowd 50° (neutral) this week from 1 mention: 0 bullish, 0 bearish. No setup call.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| MORGAN STANLEY | TRIM | $81.8M |
| Lido Advisors, LLC | NEW | $26.3M |
| GOLDMAN SACHS GROUP INC | ADD | $7.9M |
| Tweedy, Browne Co LLC | ADD | $2.7M |
| Arax Advisory Partners | DOUBLED | $2.0M |
| Tidal Investments LLC | ADD | $1.4M |
| BlackRock, Inc. | DOUBLED | $1.1M |
| JPMORGAN CHASE & CO | TRIM | $873.2K |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
last action Sep 2025Price is below the lowest target. Median implies +17%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Sep 25, 2025 | Texas Capital Securities INITIATE | Buy |
| Apr 29, 2025 | Benchmark REITERATE | Buy |
| Feb 4, 2025 | Benchmark REITERATE | Buy |
| Oct 29, 2024 | Benchmark MAINTAIN | Buy |
| Jul 30, 2024 | Benchmark MAINTAIN | Buy |
| Apr 30, 2024 | Benchmark REITERATE | Buy |
| Date | Member | Type | Amount |
|---|---|---|---|
| Jun 18, 2026 | Virginia Foxx R· HOUSE· Alliance Resource Partners LP | SELL | $15,001 - $50,000 |
| May 15, 2026 | Virginia Foxx R· HOUSE· Alliance Resource Partners LP | BUY | $1,001 - $15,000 |
| Feb 13, 2026 | Virginia Foxx R· HOUSE· Alliance Resource Partners LP | BUY | $1,001 - $15,000 |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Aug 18, 2026 | McDaniel Ronna R. Director | BUY | $1.8K |
| Jul 31, 2026 | McDaniel Ronna R. Director | BUY | $78.3K |
| Feb 17, 2026 | Tholen Kirk SENIOR VICE PRESIDENT | TAX W/H | $370.4K |
| Feb 17, 2026 | Tholen Kirk SENIOR VICE PRESIDENT | EXERCISE | 34,080 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
7 filings · 1 press release · 5 bullish · 1 bearish · 1 mixed- BULLISH 8-KOct 26, 2026
ARLP reported Q3 2026 total revenue of $603.0M (+5.5% YoY) and net income attributable to ARLP of $139.6M (+46.8% YoY), with Adjusted EBITDA attributable to ARLP of $233.9M (+26.3% YoY). The results were driven by record oil & gas royalty revenues from the AllDale III & IV acquisition and strong…
🔒 Fresh report (last 24h), subscribers only
- NEUTRAL PRESS RELEASESep 15, 2026
No summary provided
Filing ingested — full details in report page.
- BULLISH 8-KJul 27, 2026
ARLP reported Q2 2026 EPS of $0.61 (GAAP), essentially in line with the $0.65 consensus, while…
The core coal business is stabilizing with lower costs, while the oil & gas royalties segment is becoming a meaningful growth driver. The AllDale acquisition adds scale and diversification. With a…
- BULLISH 8-KJul 2, 2026
ARLP completed a $206.2M acquisition of oil & gas mineral interests in the Permian Basin, funded…
The acquisition expands ARLP's oil & gas royalty footprint significantly (115,680 net acres, 44,770+ in Permian) and is credit-positive for the common units given the asset base growth. However, the…
All ARLP filing & press-release reports (8)
- 8-K reportOct 26, 2026
- PRESS-RELEASE reportSep 15, 2026
- 8-K reportJul 27, 2026
- 8-K reportJul 2, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportJun 8, 2026
- 8-K reportApr 27, 2026
- 8-K reportApr 7, 2026