MNR

MACH NATURAL RESOURCES LP

NYSE· Crude Petroleum & Natural Gas· Inc. DE· CIK 0001980088 Traditional Energy

$10.72 +0.15 (+1.37%)

Oct 27 4:00 PM ET · prev $10.57

Market cap

$1.8B

Small cap

Consensus

Buy

79% Buy or better · 14 analysts

Median target

$16.00

+49% · range $14.00–20.00

Next earnings

Nov 5

in 9 days

1 year

−14.0%

from $12.46 · Oct 27

30 days

+3.8%

from $10.32

52-week range

$10.24–14.91

−28% from high · low Sep 29

Avg volume 20D

436.0K

shares / day

Short interest

🔒 Subscribers only

Insider net

−$67.6M

3 buyers · 1 seller · 12 mo

New fund stakes

Q2 2026 13F · 1 exit

Filing reports

analyzed by SecBot

SecBot read BULLISH 1 report · 90 days

Balance 0 bearish · 1 bullish oldest → newest, height = score

Avg score

·High conf. 1/1 ·Next Earnings date, Nov 5, 2026

Strongest BULLISH Two insiders at Mach Natural Resources LP made open-market purchases totaling $2.25M, led by Tom L. Ward's…

All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

B Mar 19 to Mar 23 3 days of insider buys: $156.7K by 2 insiders, avg $13.89
S Apr 8 1 insider sell $71.2M at $12.81
B Apr 13 1 insider buy $1000.0K at $13.05
R May 22 Mach Natural Resources LP filed a 424B5 prospectus supplement establ…
R Jun 11 A bearish institutional cluster has formed in Mach Natural Resources…
X Aug 31 Short interest jumps 52.1% to 536.4K
B Sep 14 to Sep 15 2 days of insider buys: $2.4M by 2 insiders, avg $11.54
X Sep 30 Short interest jumps 51.7% to 879.4K

Signal stack

Where each data set points today.

InsidersBEARISH

3 insiders bought $3.5M at an average $12.03. 1 insider sold $71.2M. Price is 11% below their cost.
InstitutionsBULLISH

Q2 2026: 12 added (0 new), 3 trimmed or exited.
AnalystsBULLISH

11 of 14 rate it Buy or better. Every target is above the price.
TrendRANGE

6% below its 50-day average.

Who's buying

13F· Q2 2026

new positions

exit

Fund	Move	Shares	Value
MORGAN STANLEY	ADD	1,944,485	$24.6M
CIBC Bancorp USA Inc.	ADD	572,842	$7.2M
HRT FINANCIAL LP	DOUBLED	263,080	$3.3M
CITADEL ADVISORS LLC	DOUBLED	192,119	$2.4M
BLAIR WILLIAM & CO/IL	DOUBLED	136,729	$1.7M
ENVESTNET ASSET MANAGEMENT INC	DOUBLED	100,000	$1.3M
Bramshill Investments, LLC	ADD	87,085	$1.1M
GOLDMAN SACHS GROUP INC	NEAR_EXIT	77,904	$984.7K

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

14 analysts

Buy 79% rate it Buy or better

Strong Buy5Buy6Hold3Sell0Strong Sell0

12-month targets · 7 analysts

$10.72 $14.00 $16.00 $20.00

Price is below the lowest target. Median implies +49%.Targets as of Oct 27, 2026.

Recent actions

Date	Firm	Action	Rating
Sep 29, 2026	Raymond James MAINTAIN	MAINTAIN	Strong Buy
Jul 14, 2026	Raymond James MAINTAIN	MAINTAIN	Strong Buy
Jun 18, 2026	Raymond James MAINTAIN	MAINTAIN	Strong Buy

Insider ledger

Form 4

$3.5M

bought · 3 insiders

$71.2M

sold · 1 insider

−10.9%

vs their $12.03 cost

Date	Insider	Type	Value
Sep 15, 2026	McMullen William Wallace Director	BUY	$248.9K
Sep 15, 2026	McMullen William Wallace Director	BUY	$140.0K
Sep 14, 2026	WARD TOM L. See Remarks	BUY	$2.0M
May 15, 2026	IKAV General Partner S.a r.l. 10%+ Owner	OTHER	$20.0M
Apr 13, 2026	WARD TOM L. See Remarks	BUY	$1000.0K
Apr 8, 2026	IKAV General Partner S.a r.l. 10%+ Owner	SELL	$12.1M
Apr 8, 2026	IKAV General Partner S.a r.l. 10%+ Owner	SELL	$59.1M
Apr 8, 2026	KAYNE ANDERSON CAPITAL ADVISORS LP	OTHER	$44.1M

Earnings setup

Estimates

Nov 5

reports in 9 days

Revision history: 🔒 Fresh data, subscribers only

Period	EPS est.	Range	30D rev.	Revenue
Current Q	🔒 Fresh data, subscribers only
Next Q	$0.42	$0.20–$0.50	-6.3%	$373.8M
Current FY	🔒 Fresh data, subscribers only
Next FY	🔒 Fresh data, subscribers only