ARLP
ALLIANCE RESOURCE PARTNERS LP
$25.03
-0.40%
$3.2B
No data for this timeframe.
Vol
Market Cap$3.2B
Cap SizeMid Cap
Inst. Holders50 funds
Inst. Value$287.8M
Inst. Activity8 buys / 2 sells
Reddit Sentiment63° Warm
SEC Reports4
Congressional2 trades
Exchange Nasdaq·Sector Bituminous Coal & Lignite Surface Mining·Inc. DE·CIK 0001086600·Prev Close $25.13
Recent Activity
Jun 11, 2026
SEC
Institutional cluster for ARLP shows net accumulation of ~$12.5M in Q3 2025, led by active value manager Tweedy Browne d
INST-CLUSTER — Impact 4/10
Jun 8, 2026
SEC
ARLP announced a $206.2 million acquisition of additional interests in AllDale Minerals III & IV, increasing its aggrega
8-K — Impact 7/10
May 8, 2026
short_interest
FTD: ARLP — 38,816 shares ($1.0M) failed to deliver
Settlement: 20260508, Price: $25.55, FTD Value: $991,748.8, ALLIANCE RESOURCES PART L.P.
Apr 27, 2026
SEC
ARLP reported Q1 2026 earnings with net income of $9.1 million (EPS $0.07), missing consensus of $0.29, due to a $37.8 m
8-K — Impact 6/10
Feb 17, 2026
Insider
Tholen Kirk acquired via exercise 34,080 shares
SENIOR VICE PRESIDENT
Feb 17, 2026
Insider
Tholen Kirk surrendered for taxes 15,200 shares
SENIOR VICE PRESIDENT @ $24.37 ($370.4K)
Inst.
MORGAN STANLEY — ADD
4,858,804 shares ($134.3M)
Inst.
BANK OF AMERICA CORP — ADD
269,655 shares ($7.5M)
Price Targets
Historical data — last covering-analyst action Sep 2025. No current recommendation available.
$31.00 (Sep 2025)
Current $25.03
Low $29.00
Median $31.00
High $33.00
3 analysts
$29.00
$33.00
Analyst Ratings
2Strong Buy
6Buy
1Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Sep 25, 2025 | Texas Capital Securities | INITIATE | Buy |
| Apr 29, 2025 | Benchmark | REITERATE | Buy → Buy |
| Feb 4, 2025 | Benchmark | REITERATE | Buy → Buy |
| Oct 29, 2024 | Benchmark | MAINTAIN | Buy → Buy |
| Jul 30, 2024 | Benchmark | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.62 | $0.54 — $0.68 | 13% YoY | 3 |
| Next Q | $0.78 ▲ +3.1% | $0.74 — $0.83 | 9% YoY | 3 |
| Current FY | $2.37 ▲ +2.2% | $2.20 — $2.62 | -11% YoY | 3 |
| Next FY | $2.86 ▲ +4.1% | $2.67 — $3.04 | 21% YoY | 3 |
Latest Reports
BULLISH
INST-CLUSTER
4/10
Institutional cluster for ARLP shows net accumulation of ~$12.5M in Q3 2025, led by active value manager Tweedy Browne d
Jun 11, 2026
BULLISH
8-K
7/10
ARLP announced a $206.2 million acquisition of additional interests in AllDale Minerals III & IV, increasing its aggrega
Jun 8, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $134.3M | ADD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $23.1M | — |
| ING GROEP NV | $14.3M | ADD |
| RAYMOND JAMES FINANCIAL INC | $13.6M | — |
| PEAK6 LLC | $13.5M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Feb 17, 2026 | Tholen Kirk | M | $0.00 |
| Feb 17, 2026 | Tholen Kirk | F | $370.4K |
Reddit Sentiment
63°
Warm
Bearish
Neutral
Bullish
Congressional Trades
1 members: 2 buys, 0 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Virginia Foxx | R | BUY | $1,001 - $15,000 |
| Virginia Foxx | R | BUY | $1,001 - $15,000 |
50 institutional holders with $287.8M total value (10,562,660 shares) as of 2026-Q1. Top holders: MORGAN, SUSQUEHANNA, ING. Net buying activity: 8 institutions added/increased vs 2 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,858,804 | $134.3M | 46.7% | ADD +44.5% |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 834,000 | $23.1M | 8.0% | — |
| 3 | ING GROEP NV | 517,000 | $14.3M | 5.0% | ADD +76.7% |
| 4 | RAYMOND JAMES FINANCIAL INC | 491,064 | $13.6M | 4.7% | — |
| 5 | PEAK6 LLC | 489,300 | $13.5M | 4.7% | — |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 430,200 | $11.9M | 4.1% | — |
| 7 | Invesco Ltd. | 423,221 | $11.7M | 4.1% | — |
| 8 | BANK OF AMERICA CORP /DE/ | 269,655 | $7.5M | 2.6% | ADD +74.2% |
| 9 | GOLDMAN SACHS GROUP INC | 221,001 | $6.1M | 2.1% | — |
| 10 | EXCHANGE TRADED CONCEPTS, LLC | 218,620 | $6.0M | 2.1% | ADD +48.4% |
| 11 | FIRST TRUST ADVISORS LP | 192,532 | $5.3M | 1.8% | — |
| 12 | NATIXIS | 156,500 | $4.3M | 1.5% | — |
| 13 | CITADEL ADVISORS LLC | 148,700 | $4.1M | 1.4% | — |
| 14 | CITADEL ADVISORS LLC | 121,000 | $3.3M | 1.2% | — |
| 15 | CITADEL ADVISORS LLC | 106,280 | $2.9M | 1.0% | — |
| 16 | HORIZON KINETICS ASSET MANAGEMENT LLC | 104,709 | $2.9M | 1.0% | ADD +63.2% |
| 17 | HighTower Advisors, LLC | 95,441 | $2.6M | 0.9% | — |
| 18 | Tweedy, Browne Co LLC | 72,382 | $2.0M | 0.7% | ADD +55.0% |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 70,418 | $1.9M | 0.7% | TRIM -28.7% |
| 20 | Concurrent Investment Advisors, LLC | 53,093 | $1.5M | 0.5% | ADD +46.1% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 3,363,174 | 4,858,804 | +44.5% | $134.3M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 154,775 | 269,655 | +74.2% | $7.5M | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC | ADD | 147,308 | 218,620 | +48.4% | $6.0M | 2026-Q1 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | ADD | 64,141 | 104,709 | +63.2% | $2.9M | 2026-Q1 |
| Tweedy, Browne Co LLC | ADD | 46,695 | 72,382 | +55.0% | $2.0M | 2026-Q1 |
| Concurrent Investment Advisors, LLC | ADD | 36,328 | 53,093 | +46.1% | $1.5M | 2026-Q1 |
| Rockefeller Capital Management L.P. | ADD | 31,328 | 46,471 | +48.3% | $1.3M | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | TRIM | 22,188 | 12,580 | -43.3% | $347.8K | 2026-Q1 |
| CWM, LLC | TRIM | 401 | 250 | -37.7% | $6.9K | 2026-Q1 |
| HRT FINANCIAL LP | DOUBLED | 9,613 | 156,058 | +1523.4% | $4.3K | 2026-Q1 |
| MORGAN STANLEY | ADD | 1,721,433 | 3,363,174 | +95.4% | $78.1M | 2025-Q4 |
| ING GROEP NV | ADD | 378,100 | 668,000 | +76.7% | $15.5M | 2025-Q4 |
| NOMURA HOLDINGS INC | TRIM | 300,000 | 146,974 | -51.0% | $3.4M | 2025-Q4 |
| PNC FINANCIAL SERVICES GROUP, INC. | TRIM | 3,003 | 2,000 | -33.4% | $46.5K | 2025-Q4 |
| HRT FINANCIAL LP | NEAR_EXIT | 53,105 | 9,613 | -81.9% | $223.00 | 2025-Q4 |
| CWM, LLC | ADD | 250 | 401 | +60.4% | $9.00 | 2025-Q4 |
| MORGAN STANLEY | ADD | 1,289,052 | 1,721,433 | +33.5% | $43.5M | 2025-Q3 |
| ING GROEP NV | DOUBLED | 141,200 | 378,100 | +167.8% | $9.6M | 2025-Q3 |
| UBS Group AG | DOUBLED | 55,669 | 269,165 | +383.5% | $6.8M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 303,942 | 202,411 | -33.4% | $5.1M | 2025-Q3 |
| Tweedy, Browne Co LLC | DOUBLED | 19,477 | 39,999 | +105.4% | $1.0M | 2025-Q3 |
| Vident Advisory, LLC | ADD | 19,834 | 35,105 | +77.0% | $887.8K | 2025-Q3 |
| Mariner, LLC | ADD | 20,778 | 27,703 | +33.3% | $700.5K | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | TRIM | 23,365 | 11,992 | -48.7% | $303.2K | 2025-Q3 |
| BlackRock, Inc. | TRIM | 1,329 | 666 | -49.9% | $16.8K | 2025-Q3 |
1 unique insiders with 2 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Feb 17, 2026 | Tholen Kirk | SENIOR VICE PRESIDENT | EXERCISE | 34,080 | — | — |
| Feb 17, 2026 | Tholen Kirk | SENIOR VICE PRESIDENT | TAX W/H | 15,200 | $24.37 | $370.4K |
4 SEC filing reports analyzed. Sentiment: 2 bullish, 1 bearish, 1 mixed, 0 neutral. Avg impact: 5.8/10.
BULLISH
INST-CLUSTER
4/10
Institutional cluster for ARLP shows net accumulation of ~$12.5M in Q3 2025, led by active value man
Jun 11, 2026
BULLISH
8-K
7/10
ARLP announced a $206.2 million acquisition of additional interests in AllDale Minerals III & IV, in
Jun 8, 2026
MIXED
8-K
6/10
ARLP reported Q1 2026 earnings with net income of $9.1 million (EPS $0.07), missing consensus of $0.
Apr 27, 2026
BEARISH
8-K
6/10
River View Coal LLC, a subsidiary of Alliance Resource Partners, received an imminent danger order f
Apr 7, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Sep 2025): 89% buy across 9 analysts — 2 strong buy, 6 buy, 1 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Sep 2025. No current recommendation available.
$31.00 mean target (Sep 2025)
$29.00 Low
$33.00 High
| Metric | Value |
|---|---|
| Current Price | $25.03 |
| Target Low | $29.00 |
| Target Mean | $31.00 |
| Target Median | $31.00 |
| Target High | $33.00 |
| # Analysts | 3 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.62 | $0.54 | $0.68 | 13.4% | +0.0% | 0↑ 1↓ | $0.5B | -0.5% | 3 |
| Next Q 2026-09-30 |
$0.78 | $0.74 | $0.83 | 8.9% | +3.1% | — | $0.6B | 3.5% | 3 |
| Current FY 2026-12-31 |
$2.37 | $2.20 | $2.62 | -11.1% | +2.2% | 1↑ 2↓ | $2.2B | 1.4% | 3 |
| Next FY 2027-12-31 |
$2.86 | $2.67 | $3.04 | 21.0% | +4.1% | 2↑ 0↓ | $2.3B | 3.8% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.623 | |
| 7d ago | $0.623 | |
| 30d ago | $0.623 | |
| 60d ago | $0.617 | +0.007 |
| 90d ago | $0.663 | -0.040 |
16 analyst firms have rated this stock: 3 upgrades, 8 downgrades, 10 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Sep 25, 2025 | Texas Capital Securities | INITIATE | — | Buy |
| Apr 29, 2025 | Benchmark | REITERATE | Buy | Buy |
| Feb 4, 2025 | Benchmark | REITERATE | Buy | Buy |
| Oct 29, 2024 | Benchmark | MAINTAIN | Buy | Buy |
| Jul 30, 2024 | Benchmark | MAINTAIN | Buy | Buy |
| Apr 30, 2024 | Benchmark | REITERATE | Buy | Buy |
| Oct 30, 2023 | Benchmark | REITERATE | Buy | Buy |
| Aug 1, 2023 | Benchmark | REITERATE | Buy | Buy |
| Jan 31, 2023 | Benchmark | REITERATE | — | Buy |
| Mar 30, 2022 | Noble Capital Markets | INITIATE | — | Outperform |
| Apr 17, 2020 | B. Riley Securities | MAINTAIN | — | Neutral |
| Apr 8, 2020 | Benchmark | MAINTAIN | — | Buy |
| Mar 31, 2020 | B. Riley Securities | MAINTAIN | — | Neutral |
| Mar 24, 2020 | B. Riley Securities | MAINTAIN | — | Neutral |
| Feb 4, 2020 | Benchmark | INITIATE | — | Buy |
| Aug 19, 2019 | JP Morgan | DOWNGRADE | Overweight | Neutral |
| Jul 29, 2019 | Seaport Global | DOWNGRADE | Buy | Neutral |
| Jul 17, 2019 | B. Riley Securities | DOWNGRADE | Buy | Neutral |
| Jul 9, 2019 | Clarkson Capital Markets | INITIATE | — | Buy |
| May 23, 2018 | MKM Partners | UPGRADE | Neutral | Buy |
| Nov 15, 2017 | Stifel | MAINTAIN | — | Hold |
| Dec 20, 2016 | MKM Partners | INITIATE | — | Neutral |
| Oct 31, 2016 | Seaport Global | INITIATE | — | Buy |
| Dec 17, 2015 | Deutsche Bank | DOWNGRADE | Buy | Hold |
| Oct 5, 2015 | Deutsche Bank | MAINTAIN | — | Buy |
| Sep 18, 2015 | FBR Capital | INITIATE | — | Outperform |
| Jul 2, 2015 | Deutsche Bank | UPGRADE | Hold | Buy |
| Apr 6, 2015 | Deutsche Bank | MAINTAIN | — | Hold |
| Jan 29, 2015 | Citigroup | MAINTAIN | — | Buy |
| Jul 30, 2014 | Raymond James | MAINTAIN | — | Outperform |
| Jul 30, 2014 | JP Morgan | MAINTAIN | — | Neutral |
| Jul 30, 2014 | Citigroup | MAINTAIN | — | Buy |
| May 2, 2014 | Deutsche Bank | MAINTAIN | — | Hold |
| Apr 30, 2014 | Raymond James | MAINTAIN | — | Outperform |
| Apr 30, 2014 | Citigroup | MAINTAIN | — | Buy |
| Jan 29, 2014 | Raymond James | DOWNGRADE | Strong Buy | Outperform |
| Oct 8, 2013 | JP Morgan | INITIATE | — | Neutral |
| Jul 30, 2013 | Hilliard Lyons | DOWNGRADE | Long-Term Buy | Neutral |
| Jul 30, 2013 | Hilliard Lyons | DOWNGRADE | Long-Term Buy | Neutral |
| Jul 12, 2013 | Deutsche Bank | DOWNGRADE | Buy | Hold |
| Jan 9, 2013 | Deutsche Bank | UPGRADE | Hold | Buy |
| Oct 31, 2012 | Dahlman Rose | MAINTAIN | — | Buy |
| Aug 23, 2012 | Global Hunter Securities | INITIATE | — | Neutral |
| Jul 16, 2012 | Citigroup | MAINTAIN | — | Buy |
| May 21, 2012 | Dahlman Rose | INITIATE | — | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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% | |
| Jan 1, 2026 | 2 | 6 | 1 | 0 | 0 | 89% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 2 buys, 0 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| May 15, 2026 | Virginia Foxx | R | HOUSE | BUY | $1,001 - $15,000 | Alliance Resource Partners LP | Jun 3, 2026 (20d) |
| Feb 13, 2026 | Virginia Foxx | R | HOUSE | BUY | $1,001 - $15,000 | Alliance Resource Partners LP | Mar 3, 2026 (19d) |
63°
Warm
Bearish
Neutral
Bullish
4 mentions
2 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 3, 2026 | 2 | 58° Warm | 1 | 0 | 2 |
| Jun 3, 2026 | 2 | 58° Warm | 1 | 0 | 2 |
Recent Reddit Threads
May 8, 2026
short_interest
FTD: ARLP — 38,816 shares ($1.0M) failed to deliver
Settlement: 20260508, Price: $25.55, FTD Value: $991,748.8, ALLIANCE RESOURCES PART L.P.
May 4, 2026
short_interest
FTD: ARLP — 21,781 shares ($0.6M) failed to deliver
Settlement: 20260504, Price: $26.15, FTD Value: $569,573.15, ALLIANCE RESOURCES PART L.P.
Apr 27, 2026
earnings_calendar
ARLP Q1 2026 Earnings Scheduled — 2026-04-27
Apr 24, 2026
short_interest
FTD: ARLP — 44,267 shares ($1.1M) failed to deliver
Settlement: 20260424, Price: $25.23, FTD Value: $1,116,856.41, ALLIANCE RESOURCES PART L.P.