Kimbell Royalty Partners (KRP) Resumen de Acciones
Kimbell Royalty Partners, LP, junto con sus filiales, posee y adquiere intereses mineros y cánones en propiedades de petróleo y gas natural en Estados Unidos. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 1/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 3/6 |
| Salud financiera | 3/6 |
| Dividendos | 2/6 |
Recompensas
Análisis de riesgos
KRP Community Fair Values
Create NarrativeSee what 28 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de Kimbell Royalty Partners, LP
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$15.17 |
| Máximo en las últimas 52 semanas | US$15.80 |
| Mínimo de 52 semanas | US$11.31 |
| Beta | 0.29 |
| Cambio en 1 mes | 0.53% |
| Variación en 3 meses | -1.17% |
| Cambio de 1 año | 10.17% |
| Variación en 3 años | -1.37% |
| Variación en 5 años | 14.32% |
| Variación desde la OPV | -26.50% |
Noticias y actualizaciones recientes
Seeking Alpha • Aug 27
Kimbell Royalty Partners: The 12% Yield Is Not The Most Interesting Part
Summary Kimbell Royalty Partners is initiated with a Buy rating, offering an attractive ~12% annualized yield at $15.50 per unit. Recent acquisitions, including Mesa Royalties and a $221.2M Drop Down, have driven a 13% sequential production increase, outpacing an 8% dilution in units. KRP's business model leverages scale for efficiency, reducing cash G&A per Boe while maintaining a variable distribution policy targeting a 75% payout of distributable cash. Balance sheet risk is manageable with net debt at 1.4x EBITDA, but commodity price volatility and capital allocation discipline remain key risks to monitor. Read the full article on Seeking Alpha
Actualización de narrativa • Aug 17
KRP: Broad Royalties Footprint And Record Q2 Cash Returns Will Shape Future
Analysts have raised their fair value estimate for Kimbell Royalty Partners from $16 to $17. This change is supported by recent Street research that highlights the partnership's broad minerals and royalties footprint across 28 states and its positioning as a high-yield play at an indicated 11% yield.Recent updates
Seeking Alpha • Aug 27
Kimbell Royalty Partners: The 12% Yield Is Not The Most Interesting Part
Summary Kimbell Royalty Partners is initiated with a Buy rating, offering an attractive ~12% annualized yield at $15.50 per unit. Recent acquisitions, including Mesa Royalties and a $221.2M Drop Down, have driven a 13% sequential production increase, outpacing an 8% dilution in units. KRP's business model leverages scale for efficiency, reducing cash G&A per Boe while maintaining a variable distribution policy targeting a 75% payout of distributable cash. Balance sheet risk is manageable with net debt at 1.4x EBITDA, but commodity price volatility and capital allocation discipline remain key risks to monitor. Read the full article on Seeking AlphaActualización de narrativa • Aug 17
KRP: Broad Royalties Footprint And Record Q2 Cash Returns Will Shape Future
Analysts have raised their fair value estimate for Kimbell Royalty Partners from $16 to $17. This change is supported by recent Street research that highlights the partnership's broad minerals and royalties footprint across 28 states and its positioning as a high-yield play at an indicated 11% yield.Actualización de narrativa • Aug 03
KRP: Broad Royalties Footprint And Yield Profile Will Shape Future Returns
Analysts have lifted their price target on Kimbell Royalty Partners to $20, a move they link to the partnership's broad minerals and royalties footprint across 28 states and its current 11% yield profile. What’s in the News for Kimbell Royalty Partners Kimbell Royalty Partners approved a cash distribution to common unitholders for the first quarter of 2026, set at 75% of cash available for distribution, or $0.41 per common unit, according to company disclosures.
Actualización de narrativa • Jun 15
KRP: Broad Royalty Footprint And 11% Yield Will Support Future Upside
Analysts have raised the fair value estimate for Kimbell Royalty Partners from $16.50 to $19.00. The move reflects Street research that highlights its geographically broad mineral and royalty portfolio, an 11% yield, and updated assumptions on revenue growth, profit margins, and future P/E levels.Actualización de narrativa • Jun 01
KRP: Higher Brent Assumptions And Permian Deal Will Shape Future Returns
The analyst fair value estimate for Kimbell Royalty Partners has shifted from $13.00 to $16.00. Analysts point to its broad U.S. minerals and royalties footprint, its use as a high-yield income play, and updated oil price assumptions in recent target changes from firms such as RBC, BofA, and Citi.
Actualización de narrativa • Apr 26
KRP: Higher Long Dated Oil Prices And Buybacks Will Support Future Royalty Income
Analysts have raised the fair value estimate for Kimbell Royalty Partners to $23.00 from $21.00, citing updated assumptions on revenue growth, profit margins, and future P/E that are in line with recent Street price target increases across multiple firms. Analyst Commentary Recent Street research on Kimbell Royalty Partners has centered on revised price targets and one upgrade, with analysts updating their views as they refresh commodity assumptions and valuation frameworks.Actualización de narrativa • Apr 12
KRP: Higher Long Dated Oil Prices Will Support Future Royalty Income
Analysts have lifted their average price targets for Kimbell Royalty Partners by low single digit dollar amounts, with recent updates citing adjusted oil price decks, a wider $12 to $17 target range, and refreshed assumptions for revenue growth, profit margins, and future P/E that still align with an unchanged $21 fair value estimate in this model. Analyst Commentary Recent research has centered on how updated oil price decks and refreshed valuation work feed into revised targets for Kimbell Royalty Partners, with views clustered in the low to mid teens and a spread of ratings from Buy to Underperform.Actualización de narrativa • Mar 28
KRP: Higher Brent Assumptions Will Pressure Returns If Oil Outlook Disappoints
The analyst fair value estimate for Kimbell Royalty Partners has moved from $12.00 to $13.00, reflecting updated analyst price targets in light of recent Street research and revised commodity price assumptions. Analyst Commentary Recent Street research around Kimbell Royalty Partners highlights a mix of views, with several bearish analysts flagging concerns that are feeding into more conservative price targets and ratings.Actualización de narrativa • Mar 14
KRP: Repurchase Program And Distribution Policy Will Support Future Upside
The analyst fair value estimate for Kimbell Royalty Partners has increased from $16.00 to $16.50, reflecting a blend of recent price target changes in the $15 to $17 range from different firms as analysts update their views on growth, margins, and future P/E assumptions. Analyst Commentary Recent Street research on Kimbell Royalty Partners presents a mixed picture, with price targets clustered in the $15 to $17 range and both optimistic and cautious views reflected in those levels.Actualización de narrativa • Feb 28
KRP: Distribution Policy And Production Mix Will Support Future Upside
Analysts have trimmed their fair value estimate for Kimbell Royalty Partners to $16.00 from $16.25, reflecting updated assumptions around slower revenue growth, lower profit margins, and a higher future P/E multiple cited in recent target cuts from $17 to $16 and $15. Analyst Commentary Recent research updates point to a more measured stance on Kimbell Royalty Partners, with price targets moving closer to the current fair value estimate range of US$15 to US$16 and ratings split between Neutral and Buy.Actualización de narrativa • Feb 14
KRP: Existing Royalty Portfolio Will Support Future Income Despite Choppy Oil Outlook
Analysts have reduced their average price target on Kimbell Royalty Partners to $15 from $17, citing a choppy oil price backdrop, expectations for limited Permian oil growth in 2026, and broader challenges facing smaller minerals entities. Analyst Commentary Recent research highlights a split view on Kimbell Royalty Partners, with some firms turning more cautious while others still see upside at current levels.Actualización de narrativa • Jan 31
KRP: Distribution Policy And Lower Oil Assumptions Will Support Future Upside
Analysts have trimmed their price targets on Kimbell Royalty Partners, with our fair value estimate moving from US$17.20 to US$16.25 as they factor in updated oil market expectations, a lower discount rate, and revised assumptions for revenue growth, margins, and future P/E. Analyst Commentary Recent research on Kimbell Royalty Partners reflects a mix of optimism and caution, with price targets adjusted and ratings shifted as oil market assumptions and growth expectations are revisited.Actualización de narrativa • Jan 17
KRP: Future Cash Distributions And Resilient Production Will Support Upside Potential
Narrative Update The updated analyst price target for Kimbell Royalty Partners has moved from about $24.00 to roughly $21.00. This reflects recent cuts in Street targets and more cautious views from analysts on growth and sector conditions.Seeking Alpha • Apr 12
Kimbell Royalty's Distribution Can Be The Key To Your Income-Focused Portfolio
Summary Kimbell Royalty Partners focuses on acquiring mineral rights and royalty interests, boasting a portfolio of 17 million gross acres and 130,000 wells. The company’s strategy includes aggressive acquisitions and dilution, growing equity value from $262.1 million in 2017 to $863.5 million now. Despite high valuation metrics, Kimbell excels in free cash flow generation and offers a substantial 13.8% dividend yield, appealing to income-focused investors. Market volatility and competition pose risks, but Kimbell’s strong cash flow and strategic acquisitions support its growth and dividend sustainability. Read the full article on Seeking AlphaSeeking Alpha • Mar 06
Kimbell Royalty Partners: High-Quality Business Model And Solid Balance Sheet Justify A Buy
Summary Kimbell Royalty Partners maintains strong top line performance and liquidity despite volatile oil and gas markets, driven by strategic acquisitions and a non-capital-intensive business model. KRP's high liquidity and low operating costs, combined with stable cash flows, support its ability to cover acquisitions and distributions, making it a secure investment. The company’s current undervaluation presents upside potential, with price targets suggesting a 22-35% increase, despite weak technical momentum. Economic recovery and stabilized inflation are expected to boost demand for energy commodities, enhancing KRP's royalty generation in the long run. Read the full article on Seeking AlphaSeeking Alpha • Feb 24
Kimbell Royalty Partners: A Premium Long-Term Investment With A Massive Dividend Yield
Summary Kimbell Royalty presents an attractive medium- to long-term investment opportunity, offering a strong dividend yield backed by solid financials. The company's low debt levels and tax-efficient structure make it particularly appealing to investors seeking higher yields with relative stability. Its recent acquisition of Midland Basin interests is expected to enhance production and strengthen its financial position without disrupting cash flows. Despite recent insider sell-offs, Kimbell's stable business model and high EBITDA margins indicate further upside potential, with an initial target of +25%. Read the full article on Seeking AlphaSeeking Alpha • Jan 27
Kimbell Royalty Partners: Revenue Growth, 10% Dividend, No K1
Summary Kimbell Royalty Partners is enjoying a slow but steady increase in revenues. It consistently shares its revenue via a high dividend, currently 10%. KRP partners with some of the great names in the Energy Sector. KRP covers most of the most lucrative oil and gas regions. Read the full article on Seeking AlphaSeeking Alpha • Jan 14
Kimbell Royalty Partners: Midland Basin Acquisition May Boost Oil Production By 15%
Summary Kimbell is acquiring Midland Basin royalty interests for $231 million. The seller is getting paid mostly with cash, but KRP is also issuing shares via a public offering to limit the increase in its debt. I currently expect the Company to add approximately 12.9 million common units and $44 million in net debt due to the acquisition. The additional units result in Kimbell's projected 2025 distributable cash flow being close to unchanged at $2.28 per unit. KRP's total production should increase by 8% as a result of the acquisition, while its oil production may increase by 15%. Read the full article on Seeking AlphaSeeking Alpha • Nov 29
Kimbell Royalty Partners: New Permian Wells Should Boost Production And Oil Cut
Summary Kimbell's Q3 2024 production and oil cut modestly declined compared to Q2 2024. KRP still declared a $0.41 per unit distribution, helped by hedges and lease bonus income. Kimbell had a high number of DUCs at the end of Q3 2024. Those wells coming online are expected to boost its production in Q4 2024 and much of 2025. Kimbell's net permitted locations are relatively low though (with the conversion to DUCs). The number of permits will need to be boosted to ensure production remains robust later on. Kimbell has delayed its redemption of preferred units to May 2025 since that saves it a couple million dollars. Read the full article on Seeking Alpha
Nueva narrativa • Sep 24
Rig Dominance And Operational Efficiency Set To Propel Growth Amid Energy Market Shifts
A strong market share and operational efficiency position the company for future growth and improved net margins, enhancing shareholder value.Seeking Alpha • Sep 23
9% Yield At $70 WTI - The Power Of Kimbell Royalty Partners
Summary Kimbell Royalty Partners offers a compelling high yield, benefiting from rising oil and gas prices without production costs, making it an attractive income investment. KRP's diversified portfolio spans over 129,000 wells across major U.S. oil and gas basins, ensuring stable output even in challenging environments. The company's strong balance sheet, low leverage, and plans to redeem preferred units position it well for potential increased distribution payouts. While distributions are variable and dependent on energy prices, KRP's income potential remains near-unbeatable, especially if oil prices rebound. Read the full article on Seeking AlphaSeeking Alpha • Aug 23
Kimbell Royalty Partners: The Case Of Sound 10%+ Yield Remains Intact
Summary On a YTD basis, Kimbell Royalty Partners has delivered total returns of ~15% from which the price appreciation component explains only 5%. However, during this time, including based on the recently circulated Q2 earnings, the business has grown faster and the leverage has continued to tick lower. The projected EBITDA generation indicates a positive trajectory, rendering the case very attractive. In this article I explain in detail why I remain bullish on KRP after the release of its Q2, 2024 earnings deck. Read the full article on Seeking AlphaSeeking Alpha • Jun 23
Kimbell Royalty Partners: A De-Risked 11% Yielder To Buy
Summary Kimbell Royalty Partners, LP offers a protected dividend yield of 11.3% with a strong asset base in U.S. oil and gas investments. KRP's unique royalty-based business model limits maintenance CapEx and introduces a layer of extra protection in the underlying cash generation profile. Despite commodity risk, KRP's strong distribution coverage, EBITDA growth, and supportive capital structure make it an attractive high-yield dividend investment. Read the full article on Seeking AlphaSeeking Alpha • May 26
High-Quality Energy Income - Unlocking Double-Digit Yields With Kimbell Royalty Partners
Summary Energy stocks, including royalty companies, have been performing well and are expected to continue to do so due to strong long-term demand and favorable supply developments. Kimbell Royalty Partners is a standout royalty company with diversified assets, strategic growth through acquisitions, and an impressive distribution outlook. KRP offers attractive income potential with double-digit yields even at subdued commodity prices, making it a strong investment for those seeking elevated income. Read the full article on Seeking AlphaRentabilidad de los accionistas
| KRP | US Oil and Gas | Mercado US | |
|---|---|---|---|
| 7D | 1.5% | 0.4% | -0.2% |
| 1Y | 10.2% | 41.0% | 14.8% |
Rentabilidad vs. Industria: Los resultados de KRP fueron inferiores a los de la industria US Oil and Gas, que obtuvo un rendimiento del 41% el año pasado.
Rentabilidad vs. Mercado: KRP obtuvo unos resultados inferiores a los del mercado US, que fueron del 14.8% el año pasado.
Volatilidad de los precios
| KRP volatility | |
|---|---|
| KRP Average Weekly Movement | 2.8% |
| Oil and Gas Industry Average Movement | 5.7% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
Precio estable de las acciones: KRP no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de KRP (3%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1998 | n/a | Bob Ravnaas | kimbellrp.com |
Kimbell Royalty Partners, LP, junto con sus filiales, posee y adquiere intereses minerales y de regalías en propiedades de petróleo y gas natural en Estados Unidos. La empresa se fundó en 1998 y tiene su sede en Fort Worth, Texas.
Resumen de fundamentos de Kimbell Royalty Partners, LP
| Estadísticas fundamentales de KRP | |
|---|---|
| Capitalización bursátil | US$1.73b |
| Beneficios(TTM) | US$78.55m |
| Ingresos (TTM) | US$344.86m |
19.5x
Ratio precio-beneficio (PE)4.4x
Ratio precio-ventas (PS)¿Está KRP sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de KRP | |
|---|---|
| Ingresos | US$344.86m |
| Coste de los ingresos | US$23.45m |
| Beneficio bruto | US$321.41m |
| Otros gastos | US$242.86m |
| Beneficios | US$78.55m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
Nov 05, 2026
| Beneficios por acción (BPA) | 0.78 |
| Margen bruto | 93.20% |
| Margen de beneficio neto | 22.78% |
| Ratio deuda/patrimonio | 57.8% |
¿Cómo se ha desempeñado KRP a largo plazo?
Ver rendimiento histórico y comparativaDividendos
10.3%
Rentabilidad actual por dividendo189%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/09 14:58 |
| Precio de las acciones al final del día | 2026/09/09 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 |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| 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 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
Kimbell Royalty Partners, LP está cubierta por 11 analistas. 5 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 |
|---|---|
| Noah Hungness | BofA Global Research |
| Paul Diamond | Citigroup Inc |
| Timothy Rezvan | KeyBanc Capital Markets Inc. |