Latest revenue
$516.0M
as of 2026-03-31
Latest net income
$9.1M
as of 2026-03-31
Net margin
1.8%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $3.20B
- Enterprise value
- $3.20B
- P/E (trailing)
- 10.3×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 9.6%
- 52-wk high
- $29.45
- 52-wk low
- $22.20
- Beta
- —
- Shares out
- 128.7M
5-year trend
What this company does
ITEM 1.BUSINESS Introduction We are a diversified natural resource company that generates operating and royalty income from the production and marketing of coal to major domestic utilities, industrial users and international customers, as well as royalty income from oil & gas mineral interests located in key producing regions across the United States. Our core objective is to maximize the value of our mineral asset base—both through coal production from our mining operations and through the leasing and development of our coal and oil & gas mineral interests. Our strategy is to provide reliable, baseload fuel for electricity generating customers while positioning the Partnership for…
AI summary unavailable — showing raw filing excerpt
Generated from ARLP's filing dated 2026-02-26
Key risks
ITEM 1A.RISK FACTORS Summary Risk Factors Our business is subject to a number of risks, including risks that could prevent us from achieving our business objectives or could adversely affect our business, financial condition, results of operations, cash flows, and prospects. These risks are discussed more fully below and include but are not limited to risks related to: Risks Inherent in an Investment in Us ●Cash distributions are not guaranteed ●Ownership of limited partner interests could be diluted ●Sales of our common units could cause decline in the market price of our common units ●Our unitholders do not elect the general partner ●The control of our general partner may be…
AI summary unavailable — showing raw filing excerpt
Generated from ARLP's filing dated 2026-02-26
Profitability
Operating margin
17.6%
9.1%Net margin
14.2%
3.8%Return on assets
10.9%
11.9%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $516.0M | -4.5% | $9.1M | -87.7% | 1.8% |
Q4 2025 2025-12-31 | $535.5M | -9.2% | $82.7M | +406.2% | 15.4% |
Q3 2025 2025-09-30 | $571.4M | -6.9% | $95.1M | +10.2% | 16.6% |
Q2 2025 2025-06-30 | $547.5M | -7.7% | $59.4M | -40.7% | 10.9% |
Q1 2025 2025-03-31 | $540.5M | -17.1% | $74.0M | -53.2% | 13.7% |
Q4 2024 2024-12-31 | $590.1M | — | $16.3M | — | 2.8% |
Q3 2024 2024-09-30 | $613.6M | -3.6% | $86.3M | -43.9% | 14.1% |
Q2 2024 2024-06-30 | $593.4M | -7.6% | $100.2M | -41.0% | 16.9% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Bituminous Coal & Lignite Surface Mining · SIC 1221
Your notes
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Insider activity
Insider buying
$0
Insider selling
$0
Net activity
+$0
Distinct insiders
0
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value |
|---|
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns ARLP
Institutional value
$241.9M
Total shares held
8.9M
Distinct holders
120
-45 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | Jackson Hole Capital Partners, LLC | 2.1M | $58.6M | +14.5K (+0.7%) | Added |
| 2 | MAGNOLIA GROUP, LLC | 1.4M | $39.0M | -1.2M (-45.3%) | Trimmed |
| 3 | ING GROEP NV | 517.0K | $14.3M | -151.0K (-22.6%) | Trimmed |
| 4 | Invesco Ltd. | 423.2K | $11.7M | -1.5K (-0.3%) | Trimmed |
| 5 | VISTA INVESTMENT PARTNERS LLC | 363.7K | $10.1M | +0 (+0.0%) | No change |
| 6 | Fairbanks Capital Management, Inc. | 282.9K | $7.8M | -1.0K (-0.4%) | Trimmed |
| 7 | Adams Asset Advisors, LLC | 255.4K | $7.1M | +0 (+0.0%) | No change |
| 8 | EXCHANGE TRADED CONCEPTS, LLC | 218.6K | $6.0M | +71.3K (+48.4%) | Added |
| 9 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 213.2K | $5.9M | -83.9K (-28.2%) | Trimmed |
| 10 | KEYBANK NATIONAL ASSOCIATION/OH | 200.0K | $5.5M | +0 (+0.0%) | No change |
| 11 | FIRST TRUST ADVISORS LP | 192.5K | $5.3M | +5.5K (+2.9%) | Added |
| 12 | CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 191.0K | $5.3M | +0 (+0.0%) | No change |
| 13 | LPL Financial LLC | 114.5K | $3.2M | +17.1K (+17.5%) | Added |
| 14 | GraniteShares Advisors LLC | 104.0K | $2.9M | -127.8K (-55.1%) | Trimmed |
| 15 | CAPITAL ADVISORS INC/OK | 99.0K | $2.7M | +0 (+0.0%) | No change |
| 16 | HighTower Advisors, LLC | 95.4K | $2.6M | -6.1K (-6.0%) | Trimmed |
| 17 | Creative Planning | 93.1K | $2.6M | +0 (+0.0%) | No change |
| 18 | JANE STREET GROUP, LLC | 81.3K | $2.2M | +45.6K (+127.6%) | Added |
| 19 | Tweedy, Browne Co LLC | 72.4K | $2.0M | +25.7K (+55.0%) | Added |
| 20 | Crescent Grove Advisors, LLC | 71.7K | $2.0M | -25.2K (-26.0%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once ARLP's latest filing finishes processing.