Alliance Resource Partners, L.P., a diversified natural resource company, engages in the production and marketing of coal to utilities and industrial users in the United States. The company operates through four segments: Illinois Basin Coal Operations, Appalachia Coal Operations, Oil & Gas Royalties, and Coal Royalties. It produces bituminous coal from its underground mines sold to electric power generation and the steel production customers. The company operates seven underground mining complexes in Illinois, Indiana, Kentucky, Maryland, Pennsylvania, and West Virginia. In addition, it owns and leases oil and gas mineral interests and equity interests; and leases its coal mineral reserves and resources to its mining complexes; and leases land and operates a coal loading terminal on the Ohio River at Mt. Vernon, Indiana. Further, the company offers various mining technology products and services, including data network, communication and tracking systems, mining proximity detection systems, industrial collision avoidance systems, and data and analytics software. It also exports its products. Alliance Resource Partners, L.P. was founded in 1971 and is headquartered in Tulsa, Oklahoma.
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Zacks highlights three income stocks with rising earnings estimates and high dividend yields
Zacks Investment Research named CrossAmerica Partners LP, Alliance Resource Partners LP, and JPMorgan Chase & Co. as top income stocks for August 10, each carrying a Zacks Rank #1 and strong dividend characteristics. CrossAmerica Partners LP, a fuel distribution and convenience store company, saw its current-year consensus earnings estimate rise 25.5% over the last 60 days and offers a 9.8% dividend yield versus an industry average of 5.7%. Alliance Resource Partners LP, a diversified natural resource company, posted a 7.9% increase in its current-year earnings estimate and a 9.8% yield compared with an industry average of 1.4%. JPMorgan Chase & Co., a bank and financial holding company, recorded an 11.7% upward revision in its current-year earnings estimate and a 1.7% yield against an industry average of 1.1%.
Five Dividend Stocks Share an August 7 Ex-Date, Requiring Purchase by August 6
Five dividend-paying stocks—Alliance Resource Partners, Capitol Federal Financial, Baker Hughes, Citizens Community Bancorp, and ArcBest—all have an ex-dividend date of August 7, meaning investors must buy shares by the close of trading on August 6 to receive the upcoming quarterly payout. Alliance Resource Partners offers the highest yield at 9.2 percent with a 60-cent quarterly distribution, though its annualized payout of $2.40 exceeds trailing earnings per share of $2.06 and follows a distribution cut earlier in 2025. Capitol Federal Financial and Baker Hughes show the strongest coverage, with Capitol Federal’s 34-cent annualized payout well below its 66-cent full-year EPS and Baker Hughes’ 92-cent annualized dividend dwarfed by trailing EPS of $3.15 and second-quarter 2026 free cash flow of $1.109 billion. Citizens Community Bancorp’s payout is covered by full-year EPS of $1.31 but faces pressure after a weak second quarter, while ArcBest’s 48-cent annualized dividend is covered by trailing EPS of 73 cents amid a depressed freight cycle. The article cautions that buying solely for the dividend often results in a lower cost basis rather than extra income, and coverage quality matters more than yield.
Alliance Resource Partners approved a quarterly cash distribution of $0.60 per unit alongside its second quarter 2026 results and updated full-year sales guidance. The partnership’s unit price recently gained 3.72% in one day and 5.30% over seven days, while its five-year total shareholder return exceeds 4x. At a unit price of $25.63, the price-to-earnings ratio stands at 12.5x, below the US Oil and Gas industry average of 14.3x and a peer average of 21.8x, and also below an estimated fair P/E of 16.8x. A Simply Wall St discounted cash flow model suggests a fair value of $97.96 per unit, indicating significant undervaluation compared to the current price.
Alliance Resource Partners Reports 33.9% Jump in Q2 Net Income
Alliance Resource Partners posted second-quarter net income of $79.6 million, a 33.9% increase from a year earlier. Total revenue rose to $551.6 million, while adjusted EBITDA climbed 14.7% to $185.7 million. Coal sales volumes edged up 2.1% to 8.6 million tons, though the average coal sales price per ton slipped 5.3% to $54.87. The Oil & Gas Royalties segment delivered record revenue of $46.5 million, up 31.1%, and segment adjusted EBITDA of $38 million, up 27.2%. The company ended the quarter with total liquidity of $424 million, including $312.8 million available under revolving credit facilities, and held 646 bitcoins valued at $37.8 million.
Ten companies including AstraZeneca and Bank of Hawaii set to report pre-market earnings on July 27, 2026
Ten companies are scheduled to report quarterly earnings before the market opens on July 27, 2026. AstraZeneca PLC is expected to post earnings per share of $2.50, a 14.68% increase from the prior year, while Bank of Hawaii Corporation has a consensus forecast of $1.46, up 37.74%. Alliance Resource Partners, L.P. is anticipated to report $0.65 per share, Coca Cola Femsa S.A.B. de C.V. $1.65, and Hope Bancorp, Inc. $0.26. Lakeland Financial Corporation is forecast at $1.07, HBT Financial, Inc. at $0.74, Northeast Bank at $3.40, Bank of Marin Bancorp at $0.52, and Perfect Corp. at $0.01. Zacks Investment Research provided comparative price-to-earnings ratios for each company against their respective industry averages.
Alliance Resource Partners to report Q2 earnings on July 27
Alliance Resource Partners is scheduled to announce its second-quarter earnings results on Monday, July 27th, before the market opens. The consensus earnings per share estimate stands at $0.64, while the consensus revenue estimate is $555.99 million, representing a 1.6% increase year-over-year. Over the past year, the company has beaten EPS estimates 25% of the time and revenue estimates 25% of the time. In the last three months, EPS estimates have seen two upward revisions and one downward revision, while revenue estimates have received three upward revisions and no downward revisions.
Alliance Resource Partners Completes $206 Million Oil & Gas Mineral Interests Acquisition
Alliance Resource Partners has completed its previously announced acquisition of certain general partner and limited partner interests in AllDale Minerals III, LP and AllDale Minerals IV, LP for approximately $206.2 million, subject to customary post-closing adjustments. The partnership funded the acquisition using a combination of cash on hand, borrowings under its revolving credit facility, and a new $150 million term loan at its wholly owned subsidiary Alliance Minerals, LLC. Following the acquisition, ARLP now controls approximately 115,680 net royalty acres within its Oil & Gas Royalties segment, including over 44,770 net royalty acres in the Permian Basin. ARLP expects to provide additional commentary regarding the acquisition during its next quarterly earnings conference call.
Alliance Resource Partners Looks Undervalued Right Now
Alliance Resource Partners appears undervalued based on key valuation metrics. The stock holds a Zacks Rank #2 (Buy) and an A grade for Value. Its price-to-earnings ratio stands at 9.28, well below the industry average of 12.90. The price-to-cash-flow ratio is 5.83, compared to the industry average of 9.75. These figures suggest the stock is trading at a discount relative to its peers.
Zacks highlights Core Natural Resources, Alliance Resource Partners, and Ramaco as coal stocks to watch amid industry headwinds
Zacks Equity Research identifies Core Natural Resources, Alliance Resource Partners, and Ramaco Resources as coal stocks worth watching despite ongoing industry challenges. The U.S. coal industry faces declining demand as renewable energy adoption rises, with the Energy Information Administration projecting a 2% drop in coal production to 518 million short tons in 2026 and a further 4% decline in 2027. Coal's share of electricity generation is expected to fall to 16% in 2026 and 15% in 2027. The Zacks Coal industry, which ranks in the bottom 23% of 247 Zacks industries, has seen its 2026 earnings estimates cut by 53.3% since June 2025. Core Natural Resources has restarted longwall mining at its Leer South mine and secured major contracts, with consensus estimates pointing to 157% earnings growth in 2026. Alliance Resource Partners is expanding royalty income through a $206 million acquisition, and its current distribution yield stands at 9.9%. Ramaco Resources has restarted the Laurel Fork Mine and is expanding the Berwind Mine, with full-year metallurgical coal production expected between 3.7 and 4.1 million tons.
Alliance Resource Partners to Acquire Majority Stake in AllDale Minerals for $206.2 Million
Alliance Resource Partners announced an agreement to acquire general partner and limited partner interests in AllDale Minerals III and AllDale Minerals IV for $206.2 million. The two entities hold approximately 48,500 net royalty acres across the Permian, Anadarko, Bakken, and Haynesville plays, with combined first-quarter production of 5,940 barrels of oil equivalent per day. Following the transaction, Alliance Resource's aggregate economic interest in AllDale III and IV will rise from about 5% to 61%, and it will own 100% of the general partner interests. The deal strengthens positions in the northern Delaware, Anadarko, and Bakken regions, where trailing 12-month new well additions are expected to increase by 59%, 78%, and 91% respectively, and provides entry into the Haynesville natural gas play. Upon closing, Alliance Resource expects to control 115,860 net royalty acres, with total production reaching 17,295 barrels of oil equivalent per day based on first-quarter figures.