William Blair Issues Pessimistic Estimate for MNR Earnings

Mach Natural Resources LP (NYSE:MNR) – William Blair reduced their Q3 2025 earnings estimates for shares of Mach Natural Resources in a research report issued to clients and investors on Monday, October 27th. William Blair analyst N. Dingmann now expects that the company will post earnings of $0.30 per share for the quarter, down from their previous forecast of $0.31. William Blair has a “Outperform” rating on the stock. The consensus estimate for Mach Natural Resources’ current full-year earnings is $1.95 per share. William Blair also issued estimates for Mach Natural Resources’ Q4 2025 earnings at $0.28 EPS, FY2025 earnings at $2.03 EPS, FY2026 earnings at $0.88 EPS, FY2027 earnings at $1.39 EPS, FY2028 earnings at $1.52 EPS and FY2029 earnings at $1.50 EPS.

Several other research firms have also weighed in on MNR. KeyCorp started coverage on shares of Mach Natural Resources in a report on Wednesday, August 27th. They issued an “overweight” rating on the stock. Zacks Research lowered shares of Mach Natural Resources from a “hold” rating to a “strong sell” rating in a report on Monday, October 13th. Raymond James Financial reiterated a “strong-buy” rating on shares of Mach Natural Resources in a report on Monday, July 14th. Weiss Ratings restated a “hold (c-)” rating on shares of Mach Natural Resources in a report on Wednesday, October 8th. Finally, Northland Securities set a $21.00 price objective on shares of Mach Natural Resources in a report on Tuesday, October 14th. Two research analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Mach Natural Resources currently has a consensus rating of “Moderate Buy” and a consensus target price of $22.50.

Mach Natural Resources Stock Performance

NYSE:MNR opened at $12.45 on Tuesday. The company has a debt-to-equity ratio of 0.41, a current ratio of 0.79 and a quick ratio of 0.69. The firm has a market capitalization of $1.47 billion, a price-to-earnings ratio of 6.42 and a beta of -0.11. The company’s 50-day moving average is $13.24 and its two-hundred day moving average is $13.86. Mach Natural Resources has a 1-year low of $11.79 and a 1-year high of $19.00.

Mach Natural Resources (NYSE:MNR) last posted its earnings results on Thursday, August 7th. The company reported $0.76 earnings per share for the quarter, beating the consensus estimate of $0.53 by $0.23. The company had revenue of $288.52 million for the quarter, compared to analyst estimates of $237.56 million. Mach Natural Resources had a net margin of 20.83% and a return on equity of 23.23%.

Mach Natural Resources Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, September 4th. Stockholders of record on Thursday, August 21st were issued a $0.38 dividend. This represents a $1.52 annualized dividend and a dividend yield of 12.2%. The ex-dividend date was Thursday, August 21st. Mach Natural Resources’s dividend payout ratio is currently 78.35%.

Insider Activity at Mach Natural Resources

In related news, Director William Wallace Mcmullen acquired 3,085 shares of the firm’s stock in a transaction dated Monday, August 11th. The shares were purchased at an average cost of $14.39 per share, for a total transaction of $44,393.15. Following the acquisition, the director owned 74,816,024 shares in the company, valued at $1,076,602,585.36. The trade was a 0.00% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Corporate insiders own 87.80% of the company’s stock.

Institutional Investors Weigh In On Mach Natural Resources

Large investors have recently added to or reduced their stakes in the business. CWM LLC purchased a new stake in Mach Natural Resources during the 3rd quarter worth approximately $27,000. Chung Wu Investment Group LLC purchased a new stake in Mach Natural Resources during the 2nd quarter worth approximately $38,000. Cooksen Wealth LLC increased its stake in Mach Natural Resources by 87.5% during the 2nd quarter. Cooksen Wealth LLC now owns 2,635 shares of the company’s stock worth $38,000 after buying an additional 1,230 shares during the period. State of Wyoming purchased a new stake in Mach Natural Resources during the 1st quarter worth approximately $108,000. Finally, Osaic Holdings Inc. increased its stake in Mach Natural Resources by 208.5% during the 2nd quarter. Osaic Holdings Inc. now owns 8,302 shares of the company’s stock worth $120,000 after buying an additional 5,611 shares during the period. 78.36% of the stock is owned by hedge funds and other institutional investors.

About Mach Natural Resources

Mach Natural Resources LP, an independent upstream oil and gas company, focuses on the acquisition, development, and production of oil, natural gas, and natural gas liquids reserves in the Anadarko Basin region of Western Oklahoma, Southern Kansas, and the panhandle of Texas. It also owns a portfolio of midstream assets, as well as owns plants and water infrastructure.