William Blair Issues Pessimistic Estimate for MNR Earnings

Mach Natural Resources LP (NYSE:MNR) – Analysts at William Blair dropped their Q3 2025 EPS estimates for Mach Natural Resources in a report issued on Monday, October 27th. William Blair analyst N. Dingmann now forecasts that the company will post earnings per share of $0.30 for the quarter, down from their prior estimate of $0.31. William Blair currently 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.

Mach Natural Resources (NYSE:MNR) last announced 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 during the quarter, compared to the consensus estimate of $237.56 million. Mach Natural Resources had a net margin of 20.83% and a return on equity of 23.23%.

Other research analysts have also recently issued research reports about the stock. Wall Street Zen cut shares of Mach Natural Resources from a “buy” rating to a “hold” rating in a report on Saturday, July 26th. Northland Securities set a $21.00 target price on shares of Mach Natural Resources in a report on Tuesday, October 14th. KeyCorp initiated coverage on shares of Mach Natural Resources in a report on Wednesday, August 27th. They set an “overweight” rating for the company. Raymond James Financial reissued a “strong-buy” rating on shares of Mach Natural Resources in a report on Monday, July 14th. Finally, Weiss Ratings reissued a “hold (c-)” rating on shares of Mach Natural Resources in a report on Wednesday, October 8th. Two analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Mach Natural Resources has a consensus rating of “Moderate Buy” and an average price target of $22.50.

Mach Natural Resources Trading Up 2.2%

NYSE MNR opened at $12.45 on Tuesday. The company has a fifty day simple moving average of $13.24 and a two-hundred day simple moving average of $13.86. The stock has a market cap of $1.47 billion, a P/E ratio of 6.42 and a beta of -0.11. Mach Natural Resources has a 12-month low of $11.79 and a 12-month high of $19.00. The company has a current ratio of 0.79, a quick ratio of 0.69 and a debt-to-equity ratio of 0.41.

Institutional Trading of Mach Natural Resources

Several institutional investors have recently modified their holdings of MNR. CWM LLC purchased a new stake in Mach Natural Resources during the 3rd quarter valued at about $27,000. Chung Wu Investment Group LLC purchased a new stake in Mach Natural Resources during the 2nd quarter valued at about $38,000. Cooksen Wealth LLC grew 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 valued at $38,000 after acquiring an additional 1,230 shares in the last quarter. State of Wyoming purchased a new stake in Mach Natural Resources during the 1st quarter valued at about $108,000. Finally, Osaic Holdings Inc. grew 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 valued at $120,000 after acquiring an additional 5,611 shares in the last quarter. Institutional investors and hedge funds own 78.36% of the company’s stock.

Insider Activity

In related news, Director William Wallace Mcmullen bought 3,085 shares of the company’s stock in a transaction dated Monday, August 11th. The shares were acquired at an average price of $14.39 per share, for a total transaction of $44,393.15. Following the completion of the transaction, the director directly owned 74,816,024 shares in the company, valued at $1,076,602,585.36. This trade represents a 0.00% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 87.80% of the stock is currently owned by company insiders.

Mach Natural Resources Announces Dividend

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

Mach Natural Resources Company Profile

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.