Black Stone Minerals Dirección
Dirección controles de criterios 2/4
El CEO de Black Stone Minerals es H. DeWalch , nombrado en Jan 2026, tiene una permanencia de menos de un año. compensación anual total es $2.18M, compuesta por 14.6% salario y 85.4% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.012% de las acciones de la empresa, por valor de $354.81K. La antigüedad media del equipo directivo y de la junta directiva es de 0.6 años y 10.3 años, respectivamente.
Información clave
H. DeWalch
Chief Executive Officer (CEO)
US$2.2m
Compensación total
| Porcentaje del salario del CEO | 14.64% |
| Permanencia del CEO | less than a year |
| Participación del CEO | 0.01% |
| Permanencia media de la dirección | less than a year |
| Promedio de permanencia en la Junta Directiva | 10.3yrs |
Actualizaciones recientes de la dirección
Recent updates
Seeking Alpha • 16h
Black Stone Minerals: Improved DCF From Production Cost Refunds And Lease Bonus Income
Summary Black Stone Minerals increased its quarterly distribution from $0.30 to $0.32 per unit. This adds $17 million per year to its distribution. Black Stone's lease bonus income and production cost refunds improved its 1H 2026 DCF by around $12 to $13 million above expectations. Oil production is likely to be above expectations, while natural gas production may be lower than initially expected. The higher distribution appears to be sustainable, but Black Stone's increasing leverage should be monitored. Read the full article on Seeking Alpha
Actualización de narrativa • Jun 23
BSM: Gas Weighted Exposure Will Shape Upside Despite Steady Production Trends
Analysts now frame Black Stone Minerals' narrative around a reaffirmed $16 price target, citing the company's 76% gas weighted portfolio and the view that gas fundamentals may limit upside to growth relative to peers. What’s in the News for Black Stone Minerals Black Stone Minerals reported unaudited production results for the quarter ended March 31, 2026, covering oil, condensate, and natural gas volumes.Artículo de análisis • Jun 19
Black Stone Minerals (BSM) Stock Could Be 12.4% Undervalued on Its Gas Growth Narrative
Black Stone Minerals (BSM) is back on investors’ radar after recent trading left the unit price around $14.01, with returns mixed over the past month, the past 3 months, and the past year. See our latest analysis for Black Stone Minerals. Over the past year, Black Stone Minerals has combined a modest year to date share price gain of 3.7% with a stronger 1 year total shareholder return of 16.12%, while its 5 year total shareholder return of 122.82% points to momentum that has built over a...Actualización de narrativa • Jun 06
BSM: Gas Weighted Portfolio And Rising Production Support Constructive Forward Outlook
Analysts have revised their price target on Black Stone Minerals to $16 from $14, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. This change also reflects recent Street research highlighting the company’s gas weighted portfolio and expectations that gas fundamentals may limit upside to growth.Actualización de narrativa • Apr 08
BSM: War Risk And Stable U.S. Activity Shape Fairly Valued Outlook
Analysts recently raised their price target on Black Stone Minerals to $14 from $13, citing elevated geopolitical risk to global energy supply and an outlook that U.S. operators are unlikely to significantly alter their activity in response. Analyst Commentary Recent commentary around Black Stone Minerals focuses heavily on how heightened geopolitical risk and potential supply disruptions feed into valuation, especially with the price target set at US$14.Actualización de narrativa • Mar 25
BSM: War Risk And Steady U.S. Output Guide Balanced Future Outlook
Analysts have raised their price target on Black Stone Minerals to $14.00 from $13.00, citing recent geopolitical risks to global energy supplies and steady expectations for U.S. operator activity as key factors behind the update. Analyst Commentary Analysts are weighing the new US$14 price target for Black Stone Minerals against rising geopolitical risks and expectations for relatively steady U.S. operator activity.Actualización de narrativa • Mar 08
BSM: War Risk And Stable U.S. Activity Shape Measured Future Outlook
Analysts have raised their price target on Black Stone Minerals to $14 from $13, reflecting updated views on fair value and earnings potential as they consider recent geopolitical risks and U.S. operator commentary. Analyst Commentary Recent commentary around Black Stone Minerals focuses on how geopolitical risks and operator behavior could affect fair value, rather than on big changes to the company’s own execution.Actualización de narrativa • Aug 16
Shelby Trough Expansion And Operator Diversification Will Drive Drilling
The consensus price target for Black Stone Minerals has been lowered to $13.00, primarily due to a notable decrease in forecast revenue growth, while valuation multiples have only moderately declined. What's in the News Black Stone Minerals lowered its 2025 production guidance to 33–35 MBoe/d from 38–41 MBoe/d due to weaker first-half production and delayed natural gas growth.Seeking Alpha • Apr 26
Black Stone Minerals: Focusing On Natural Gas Acquisitions
Summary Black Stone Minerals spent $110 million on acquisitions in 2024, funded primarily with cash on hand. It now has a slight amount of net debt and may add to that debt with continued acquisitions and the redemption of some Series A Preferred Units. I project its distribution coverage at 1.07x in 2025 at current strip. Black Stone's estimated value is now $17.75 per unit at long-term $70 WTI oil and $3.75 NYMEX natural gas. Read the full article on Seeking AlphaSeeking Alpha • Feb 27
Black Stone Minerals: A 10% Distribution For This Natural Gas Royalty Play (Rating Upgrade)
Summary Upgrading Black Stone Minerals to a BUY due to improving natural gas prices, a robust hedging program, and a renegotiated production agreement with Aethon. BSM's 2024 challenges included weak natural gas prices and a dividend cut, but the company maintained a distribution coverage greater than 1x distributable cash flow throughout the year. For 2025, BSM expects a 2% production increase, with natural gas making up 77% of total volumes, driven by new wells and rising prices. LNG export growth and increased electricity demand from AI data centers position BSM's Haynesville acreage as a key resource, enhancing future prospects. I am upgrading BSM to a BUY. Read the full article on Seeking AlphaSeeking Alpha • Feb 19
Black Stone Minerals' Double-Digit Yield Looks To Benefit From Expanding Electricity Demand
Summary Since its IPO in 2015, Black Stone Minerals performance has matched Exxon and Chevron on an annualized total return basis. Management's interest are closely aligned with unitholders and insider buying volume has been significant in 2025. Improving supply/demand balance for natural gas means more production volume, likely returning the distribution to high water level. More favorable federal energy policy towards fossil fuel minerals and growing electricity need bode well for BSM to benefit. Read the full article on Seeking AlphaSeeking Alpha • Dec 12
Black Stone Minerals: Distribution Coverage Should Improve From Q3 2024 Levels
Summary Black Stone Minerals reported 1x distribution coverage for Q3 2024. It saw an 8% quarter-over-quarter production decline. BSM's Q4 2024 distribution coverage should increase slightly even if its production declines a bit further in the near term. I've reduced my 2025 production expectations by 3–4% to reflect a lower potential production level entering the year. Stronger natural gas prices in 2025 (particularly later in the year) should increase activity at Black Stone's assets. Read the full article on Seeking AlphaSeeking Alpha • Oct 08
Black Stone Minerals: Preferred Unit Redemption May Increase Distributable Cash Flow
Summary Black Stone Minerals has been acquiring Gulf Coast mineral and royalty interests. These acquisitions are primarily non-producing currently, but are expected to benefit future production results once natural gas prices improve. Black Stone also has the opportunity to redeem its Series B preferred units at par in late 2025. These units have a 9.8% distribution rate, so redeeming them should benefit Black Stone's distributable cash flow. Black Stone's credit facility interest rate may be 6% to 7% by late 2025. Read the full article on Seeking Alpha
Nueva narrativa • Sep 05
Hedging Missteps And Acquisition Risks To Hamper Earnings Amidst Volatile Times
Emphasis on grassroots acquisitions and asset enhancement may increase debt without immediate returns, affecting net income and cash flow if expectations are not met.Seeking Alpha • Aug 11
Black Stone Minerals: Well Covered 10.5% Yield And Debt Free Balance Sheet Make This A Buy
Summary BSM is a high free cash flow royalty-driven MLP with no debt, offering a 10.5% yield and potential upside with improved natural gas prices. The company's business model involves collecting royalty payments on revenue from producers operating on their acreage. BSM offers solid coverage of their distribution and potential for buybacks or acquisitions, making it a bargain investment opportunity. We peg a range of $12 to high teens on the stock, but are happy with a flat share price and a healthy tax-deferred distribution. Read the full article on Seeking AlphaSeeking Alpha • Jul 30
Black Stone Minerals: Overexposed To Natural Gas
Summary Production was down 2% in Q1 2024, after reducing their working interest exposure. Q1 2024 revenue at $113.2 million, net income at $63.9 million; down 17% and 57% QoQ. Distribution reduced by 21% to $0.375 per unit in Q1 2024. Aethon reduced production volumes by 800 Boe/d in April 2024. This will certainly impact their Q2 2024 production. Due to their natural gas exposure, overvaluation, and strategic uncertainties, my rating for this stock is a Hold. Read the full article on Seeking AlphaSeeking Alpha • May 10
Black Stone Minerals: Reduced Production Guidance Due To Low Natural Gas Prices
Summary Black Stone Minerals reduced its 2024 production guidance by around 4%. The Company's oil cut may end up slightly higher than previously expected. BSM is projected to have 1.17x distribution coverage with its reduced distribution. It is spending on acquisitions that will benefit its longer-term cash flow. I expect Black Stone's distributable cash flow to rebound to $2+ per unit in 2026. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$254m |
| Mar 31 2026 | n/a | n/a | US$268m |
| Dec 31 2025 | US$2m | US$319k | US$270m |
| Sep 30 2025 | n/a | n/a | US$245m |
| Jun 30 2025 | n/a | n/a | US$246m |
| Mar 31 2025 | n/a | n/a | US$194m |
| Dec 31 2024 | US$946k | US$298k | US$242m |
Compensación vs. Mercado: La compensación total de H.($USD2.18M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD6.99M).
Compensación vs. Ingresos: La compensación de H. ha aumentado más de un 20% en el último año.
CEO
H. DeWalch (36 yo)
less than a year
Permanencia
US$2,180,761
Compensación
Mr. H. Taylor DeWalch Co-CEO, President and Director of Black Stone Minerals GP L.L.C., the General Partner of Black Stone Minerals, L.P. since January 1, 2026. He served as Senior Vice President of the Bl...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Executive Chairman of the Board of Black Stone Minerals GP L.L.C. | 11.8yrs | US$4.79m | 7.27% $ 218.0m | |
| Co-CEO, President & Director of Black Stone Minerals GP L.L.C. | less than a year | US$2.18m | 0.012% $ 354.8k | |
| Co-CEO, President and Director of Black Stone Minerals GP L.L.C. | less than a year | US$1.17m | 0.014% $ 424.7k | |
| Senior VP | less than a year | US$528.70k | 0.0023% $ 67.8k | |
| Senior VP | 11.8yrs | US$2.55m | 0.33% $ 9.9m | |
| Director of Corporate Accounting | no data | sin datos | 0.0018% $ 55.2k | |
| Vice President of Corporate Development | less than a year | sin datos | sin datos | |
| Vice President of Human Resources of Black Stone Minerals GP LLC | 7.4yrs | sin datos | sin datos | |
| Consultant of Black Stone Minerals Gp L.L.C | 9.8yrs | US$6.36m | sin datos |
0.6yrs
Permanencia media
48.5yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de BSM no se considera experimentado ( 0.6 años antigüedad media), lo que sugiere un nuevo equipo.
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Executive Chairman of the Board of Black Stone Minerals GP L.L.C. | 11.8yrs | US$4.79m | 7.27% $ 218.0m | |
| Co-CEO, President & Director of Black Stone Minerals GP L.L.C. | less than a year | US$2.18m | 0.012% $ 354.8k | |
| Co-CEO, President and Director of Black Stone Minerals GP L.L.C. | less than a year | US$1.17m | 0.014% $ 424.7k | |
| Independent Lead Director of Black Stone Minerals GP L.L.C. | 11.4yrs | US$338.59k | 0.067% $ 2.0m | |
| Independent Director of Black Stone Minerals GP L.L.C. | 11.4yrs | US$288.59k | 0.098% $ 2.9m | |
| Independent Director of Black Stone Minerals GP L.L.C. | 11.4yrs | US$278.59k | 0.52% $ 15.7m | |
| Independent Director of Black Stone Minerals GP L.L.C. | 11.4yrs | US$278.59k | 0.44% $ 13.2m | |
| Independent Director of Black Stone Minerals GP L.L.C. | 11.4yrs | US$293.59k | 2.51% $ 75.3m | |
| Independent Director of Black Stone Minerals GP L.L.C. | 9.2yrs | US$280.28k | 0.091% $ 2.7m | |
| Independent Director of Black Stone Minerals GP L.L.C. | 3.1yrs | US$278.59k | 2.93% $ 87.9m | |
| Independent Director of Black Stone Minerals GP L.L.C. | 2.4yrs | US$231.86k | 0.065% $ 1.9m | |
| Independent Director of Black Stone Minerals GP | less than a year | sin datos | 0.73% $ 21.9m |
10.3yrs
Permanencia media
63.5yo
Promedio de edad
Junta con experiencia: Los miembros de la junta directiva de BSM son experimentados ( 10.3 años antigüedad media).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/09 18:49 |
| Precio de las acciones al final del día | 2026/08/07 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Black Stone Minerals, L.P. está cubierta por 6 analistas. 2 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Timothy Rezvan | KeyBanc Capital Markets Inc. |
| John Freeman | Raymond James & Associates |
| Scott Hanold | RBC Capital Markets |