Market Cap
$4.3B
CNR
Core Natural Resources, Inc.
$88.96 ▲ +1.55%
Prev close $87.60Market cap$4.3B
ConsensusBuy
12-mo target$109.50 (+23.1%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)33 New Institutional Positions17 Institutional Exits Materials & Mining
Snapshot
The big-picture read on CNR right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (78%)
Inst. Holders
50 funds
Inst. Value
$2.8B
Inst. Activity
33 buys / 17 sells
Insider Activity
$0.00 buy / $6.7M sell
Insider Net $
-$6.7M
SEC Reports
14
Price chart 30d -8.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Aug 19, 2026 SEC Aug 6, 2026 SEC
Core Natural Resources announced a long-planned executive succession: President Mitesh Thakkar expands his role to overs
8-K — Impact 3/10
Core Natural Resources reported Q2 2026 net income of $126.5M ($2.51 GAAP diluted EPS) on revenues of $1.14B, a signific
8-K — Impact 7/10
Aug 6, 2026 earnings_calendar
CNR Q2 2026 Earnings Before Market Open — 2026-08-06
Jun 30, 2026 Inst.
FMR LLC — TRIM
2,895,835 shares ($231.7M)
Jun 30, 2026 Inst.
Jun 4, 2026 SEC VAN ECK ASSOCIATES CORP — DOUBLED
844,230 shares ($67.6M)
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
Apr 30, 2026 Insider
Keating Ronald C was granted 1,390 shares
Director
Apr 30, 2026 Insider
Doheny Edward L II was granted 1,390 shares
Director
Analyst ratings buy % -12.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
78% rate it Buy or better · 9 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 19, 2026 | UBS | DOWNGRADE | Neutral | 55% |
| Jun 30, 2026 | UBS | MAINTAIN | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Aug 1, 2026 | 2 | 6 | 1 | 0 | 0 | 89% | |
| Jul 1, 2026 | 2 | 6 | 1 | 0 | 0 | 89% | |
| 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% |
Price targets
Where 4 covering analysts think CNR trades over the next 12 months.
$109.50 +23.1% upside Strong Buy
Current$88.96 Low$105.00 Median$107.50 High$118.00 4 analysts
$105.00$118.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
14 SEC filing reports analyzed · 2 bullish, 1 bearish, 0 mixed, 11 neutral · avg impact 3.6/10.
NEUTRAL8-K3/10
Core Natural Resources announced a long-planned executive succession: President Mitesh Thakkar expan
Aug 19, 2026
BULLISH8-K7/10
Core Natural Resources reported Q2 2026 net income of $126.5M ($2.51 GAAP diluted EPS) on revenues o
Aug 6, 2026
NEUTRAL8-K4/10
Core Natural Resources filed an 8-K furnishing an investor presentation that recaps Q1 2026 results
Jun 4, 2026
NEUTRAL8-K3/10
Core Natural Resources reported that its subsidiary Wolf Run Mining LLC received an imminent danger
May 19, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 6, 2026
earnings_calendar
CNR Q2 2026 Earnings Before Market Open — 2026-08-06
Jul 23, 2026
earnings
Core Natural Resources to Announce Second Quarter 2026 Results on August 6
CANONSBURG, Pa., July 23, 2026 /PRNewswire/ -- Core Natural Resources, Inc. (NYSE: CNR) will discuss its second quarter 2026 financial results on an i
Jul 6, 2026
contract
US Department of Energy Announces Selection of Core Natural Resources' Innovations Group to Pursue Critical Mineral and Material Extraction from Coal
CANONSBURG, Pa., July 6, 2026 /PRNewswire/ -- CONSOL Innovations LLC, a subsidiary of Core Natural Resources (NYSE: CNR), has been selected for a mult
Jun 15, 2026
short_interest_report
Short Interest: CNR down 25% to 1.6M shares
Settlement 2026-06-15 | Days to cover: 2.35 | ≈3.12% of shares outstanding (est.)
Jun 2, 2026
ftd
FTD: CNR — 11,106 shares ($1.0M) failed to deliver
Settlement: 20260602, Price: $93.17, FTD Value: $1,034,746.02, CORE NATURAL RESOURCES, INC. (
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.94 | $0.50–$1.48 | 53.4% | -35.3% | 1↑ 1↓ | $1.1B | 3 |
| Next Q | $1.15 | $0.57–$1.70 | 174.4% | -15.7% | 2↑ 0↓ | $1.1B | 3 |
| Current FY | $5.09 | $4.00–$6.08 | 270.8% | +86.0% | 3↑ 0↓ | $4.5B | 4 |
| Next FY | $6.55 | $5.83–$7.45 | 28.7% | -1.6% | 2↑ 2↓ | $4.6B | 4 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.936 | — |
| 7d ago | $0.893 | +0.042 |
| 30d ago | $1.447 | -0.511 |
| 60d ago | $1.385 | -0.450 |
| 90d ago | $1.388 | -0.453 |
Institutional ownership
Which big funds own CNR (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.8B total value (34,517,098 shares) as of 2026-Q2. Top holders: BlackRock,, STATE, VANGUARD. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 7,596,655 | $607.9M | 22.0% | — |
| STATE STREET CORP | 3,953,520 | $316.4M | 11.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,018,983 | $241.6M | 8.7% | — |
| FMR LLC | 2,895,835 | $231.7M | 8.4% | TRIM -28.4% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,185,507 | $174.9M | 6.3% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,488,824 | $119.1M | 4.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,330,502 | $106.5M | 3.9% | — |
| VAN ECK ASSOCIATES CORP | 844,230 | $67.6M | 2.4% | DOUBLED +371.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 766,054 | $61.3M | 2.2% | — |
| AMERICAN CENTURY COMPANIES INC | 647,784 | $51.8M | 1.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | TRIM | 4,045,765 | 2,895,835 | -28.4% | $231.7M |
| VAN ECK ASSOCIATES CORP | DOUBLED | 179,030 | 844,230 | +371.6% | $67.6M |
| GENDELL JEFFREY L | DOUBLED | 150,000 | 413,570 | +175.7% | $33.1M |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | 508,649 | 317,660 | -37.5% | $25.4M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | TRIM | 400,000 | 280,000 | -30.0% | $22.4M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 321,051 | 201,816 | -37.1% | $16.1M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | NEW | — | 191,383 | — | $15.3M |
| Qube Research & Technologies Ltd | ADD | 97,677 | 163,838 | +67.7% | $13.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 48,836 | 153,483 | +214.3% | $12.3M |
| Squarepoint Ops LLC | ADD | 95,007 | 135,181 | +42.3% | $10.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
6 insiders, 11 transactions. Net -$6.7M — $0.00 bought, $6.7M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 30, 2026 | Keating Ronald C | Director | AWARD | 1,390 | — | — |
| Apr 30, 2026 | Doheny Edward L II | Director | AWARD | 1,390 | — | — |
| Mar 24, 2026 | Brock James A | Executive Chair and CEO | GIFT | 24,440 | — | — |
| Mar 19, 2026 | Klein Rosemary L | SVP, CLO & Corp. Sec. | SELL | 10,000 | $105.00 | $1.1M |
| Mar 19, 2026 | Klein Rosemary L | SVP, CLO & Corp. Sec. | SELL | 5,000 | $110.62 | $553.1K |
| 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 | Brock James A | Executive Chair and CEO | TAX W/H | 2,960 | $88.96 | $263.3K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CNR.
Shares short
1,902,166
Settlement Sep 15, 2026
Change vs prior
+4.8%
Semi-monthly cycle
Days to cover
4.4
At avg daily volume
Of shares outstanding
≈3.8%
Estimate — not % of float
All CNR filing & press-release reports (14)
- 8-K reportAug 19, 2026
- 8-K reportAug 6, 2026
- 8-K reportJun 4, 2026
- 8-K reportMay 19, 2026
- 8-K reportMay 7, 2026
- 8-K reportMay 4, 2026
- 3 reportMay 1, 2026
- 3 reportMay 1, 2026
- 8-K reportApr 30, 2026
- CLUSTER reportMar 25, 2026
- CLUSTER reportMar 20, 2026
- CLUSTER reportMar 19, 2026
- DEFA14A reportMar 16, 2026
- CLUSTER reportMar 11, 2026