Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
0
institutions
Market cap
$1.8B
167M shares
52-week range
$10.46 – $15.02
21% from low
Sector
CRUDE PETROLEUM & NATURAL GAS
Exchange
NYSE
UNIT
P/S (TTM)
1.3
EV / FCF (TTM)
19.2
Mach Natural Resources LP is an independent upstream oil and gas company. The company is focused on the acquisition, development and production of oil, natural gas, and NGL reserves in the Anadarko Basin region of Western Oklahoma, Southern Kansas and the panhandle of Texas; the San Juan Basin region of New Mexico and Colorado; and the Permian Basin region of West Texas. The company is organized and managed as a single reportable segment, which is the exploration and production of oil, natural gas and NGLs (E&P Segment).
www.machresources.comNo one on the platform currently holds MNR.
No tracked institution reports a position in MNR as of their last filing.
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-08-17 | $0.3600 | 2026-08-31 |
| 2026-05-21 | $0.6400 | 2026-06-04 |
| 2026-02-26 | $0.5300 | 2026-03-12 |
| 2025-11-20 | $0.2700 | 2025-12-04 |
| 2025-08-21 | $0.3800 | 2025-09-04 |
| 2025-05-22 | $0.7900 | 2025-06-05 |
| 2025-02-27 | $0.5000 | 2025-03-13 |
| 2024-11-26 | $0.6000 | 2024-12-10 |
| 2024-08-27 | $0.9000 | 2024-09-10 |
| 2024-05-24 | $0.7500 | 2024-06-10 |
No one on the platform has traded MNR yet.
| 2024-02-28 | $0.9500 | 2024-03-14 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 10.8% | 35.1% | — | — | — | |
| Rev. Growth % | 21.2% | |||||
| Profit Margin % | 24.3% | 35.9% | ||||
| Free Cash Flow Margin % | 20.1% | 29.2% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +8.6% on the P/E track.
At today's price, your expected annual return is +12.1% on the P/E track.
At today's price, your expected annual return is +15.5% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $1.5B | +34.5% | $1.31 | $1.16–$1.44 | 8.7× | 5 |
| 2027 | $1.4B | -6.2% | $1.33 | $0.65–$1.68 | 8.6× | 6 |
| 2028 | $1.4B | -2.3% | $1.45 | $1.07–$1.79 | 7.8× | 4 |
| 2029 | $1.3B | -8.4% | $1.26 | $1.14–$1.37 | 9.1× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-06 | $0.36 | $0.58 | +59.8% |
| 2026-05-07 | $0.51 | $0.21 | -58.7% |
| 2026-03-12 | $0.26 | $0.43 | +65.4% |
| 2025-11-06 | $0.34 | $0.44 | +29.4% |
| 2025-08-07 | $0.53 | $0.76 | +43.4% |
| 2025-05-08 | $0.69 | $0.68 | -1.4% |
| 2025-03-13 | $0.44 | $0.34 | -22.7% |
| 2024-11-12 | $0.59 |
| $0.70 |
| +18.6% |
| $83M |
| — |
| PBTPermian Basin Royalty Trust | $34.85 | -3.49% | $1.6B | — |
| PRTPermRock Royalty Trust | $2.09 | +2.45% | $25M | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$MNR Found it in the filings on Equibles. Mach Natural Resources LP See Remarks WARD TOM L. reported buying 172,413 MNR shares on September 14, 2026, worth about $2 million, in a non-derivative Form 4.
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$MNR I bought a few more at 10.98. Mainly because it is less than 11.60.
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$MNR just in case you were wondering if I was full of shit. Priced at 11.60. Probably will see insider buys in the next couple of days at that price.
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$MNR any clues as to why this has dropped 5% after hours on ~30K volume?
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@RegalManor added 20% to my position this morning, have fully bought back in since selling in the 13's, natgas prices should increase and although $MNR is hedged a good amount this should be the bottom on pricing, curious if insiders load up here
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$MNR on the earnings call Ward spoke on natural gas supply and how optimistic he is in the long term. Good video on long term supply issues for natural gas. https://youtu.be/3d9tIgjf4_E?is=8pbHUYMR1ptB49re
View on StockTwits ↗$MNR 36 cents distribution Look forward to the call and commentary on natural gas prices. https://d1io3yog0oux5.cloudfront.net/_a2df6662123bfa62fad94d6b9267459a/machresources/news/2026-08-06_Mach_Natural_Resources_LP_Reports_Second_Quarter_59.pdf
View on StockTwits ↗$MNR at first glance on earnings i am not impressed, I am out for now and will wait for a pullback, think we will be seeing 12s again
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$MNR Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.59 down -22.37% YoY • Reported revenue of $405.95M up 40.70% YoY
View on StockTwits ↗$MNR The Angel of Death, Georgii, has cursed MNR yet again with his endorsement. 😉
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.