US · Energy · Oil & Gas E&P
EPS came in at 0.38 against a street estimate of 0.34 — a beat of 11.8%.
Analysts rate Mach Natural Resources LP a strong buy (7 buy, 2 hold, 0 sell out of 9) with an average price target of $16.62.
CONFIDENT Mach delivered Q2 production of 149k BOE/d (15% oil, 69% gas, 16% NGLs) with $0.36/unit distribution. Oswego rig remains workhorse; Mancos well costs cut to $13M from $20M. Leverage at 1.4x; target 1x by end-2027. Q2 2026 Oswego Limestone continues as primary development engine; San Juan Mancos emerging as multi-decade upside asset; Central Basin (Clearfork) deferred pending pricing improvement. Analysts pressed commodity-dependent CapEx allocation, leverage urgency, and asset sale options. Management defended acreage retention (preserves optionality), prioritized highest-ROR drilling by month, and accepted distribution modulation as primary deleveraging tool over asset sales. 2026-08-07…
Full summary in the app.
| Fund | Stake |
|---|---|
| Kayne Anderson Capital Advisors LP | 9.29% |
| American Century Companies Inc | 1.47% |
| Morgan Stanley - Brokerage Accounts | 1.16% |
| CIBC Bancorp USA Inc. | 0.34% |
| First Trust Advisors L.P. | 0.30% |
| Royce & Associates, LP | 0.27% |
| Franklin Templeton Inc | 0.17% |
| HRT FINANCIAL LLC | 0.16% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 MACH NATURAL RESOURCES LP - 10-Q SUMMARY (Q2 2026) HEADLINE NUMBERS • Revenue (6M 2026): $691.9 million vs. $515.3 million (6M 2025) — up 34% • Net | 2026-08-06 |
| Results announced · Q3 2026 MACH NATURAL RESOURCES LP – Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Total net production averaged 148.9 Mboe/d (15% oil, 69% natural gas, 16% NGL | 2026-08-06 |
| Company announcement · Q2 2026 MACH NATURAL RESOURCES LP - FORM 8-K SUMMARY HEADLINE NUMBERS • Company announced equity distribution agreement on May 22, 2026 • Authorized to issu | 2026-05-22 |
| Quarterly report · Q1 2026 MACH NATURAL RESOURCES LP – Q1 2026 SUMMARY HEADLINE NUMBERS • Total Revenue (Q1 2026): $285.9 million (vs. $226.8 million Q1 2025) • Net Loss (Q1 2 | 2026-05-07 |
| Results announced · Q2 2026 MACH NATURAL RESOURCES LP - Q1 2026 RESULTS SUMMARY HEADLINE NUMBERS • Total net production: 158 Mboe/d (thousand barrels of oil equivalent per day) | 2026-05-07 |
| Company announcement · Q2 2026 MACH NATURAL RESOURCES LP – FORM 8-K SUMMARY HEADLINE NUMBERS • Secondary offering of 9,000,000 common units representing limited partner interests | 2026-04-08 |
| Annual report FY2025 MACH NATURAL RESOURCES LP – 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Company: Mach Natural Resources LP (MNR), oil and gas exploration a | 2026-03-12 |
| Quarterly report · Q3 2025 MACH NATURAL RESOURCES LP – Q3 2025 FORM 10-Q SUMMARY --- HEADLINE NUMBERS • Cash and Equivalents: $53.6M as of September 30, 2025 (down from $105. | 2025-11-06 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.36 / share ex-date Aug 17, 2026 · pay Aug 31, 2026 | 2026-08-17 |
| Dividend | $0.64 / share ex-date May 21, 2026 · pay Jun 4, 2026 | 2026-05-21 |
| Dividend | $0.53 / share ex-date Feb 26, 2026 · pay Mar 12, 2026 | 2026-02-26 |
| Dividend | $0.27 / share ex-date Nov 20, 2025 · pay Dec 4, 2025 | 2025-11-20 |
| Announcement | Date |
|---|---|
| Pro forma financial statements filed for business combination transaction Mach Natural Resources LP filed an 8-K on December 10, 2025, disclosing pro forma financial statements as required by SEC regulations. Pro forma statements show what a company's financials w | 2025-12-10 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-19.