Mach Natural Resources Dividends and Buybacks
Dividend criteria checks 2/6
Mach Natural Resources is a dividend paying company with a current yield of 14.3%.
Key information
14.3%
Dividend yield
-9.5%
Buyback Yield
| Total Shareholder Yield | 4.8% |
| Future Dividend Yield | 13.7% |
| Dividend Growth | n/a |
| Next dividend pay date | n/a |
| Ex dividend date | n/a |
| Dividend per share | n/a |
| Payout ratio | 181% |
Recent dividend and buyback updates
Recent updates
MNR: Equity Offering And 2026 Production Outlook Will Support Future Upside
Analysts have nudged their price target for Mach Natural Resources from about $18.57 to around $19.14, reflecting updated views on revenue growth, profit margins and future P/E assumptions. What's in the News Mach Natural Resources LP filed a follow-on equity offering of 9,000,000 common units of common stock.MNR: Production Outlook And Distributions Will Support Future Upside
Analysts have updated their view on Mach Natural Resources with a refined price target of $18.57, reflecting slight adjustments to the discount rate, expected revenue growth, profit margin, and future P/E assumptions that together reshape how they view the stock’s risk and earnings profile. What's in the News Mach Natural Resources LP filed a follow-on equity offering of 9,000,000 common units, classified as common stock.
Deep Anadarko Cost Pressures Will Challenge Cash Distributions Yet Long Reserve Life Should Support Returns
Catalysts About Mach Natural Resources Mach Natural Resources is an energy producer focused on oil, natural gas and NGL production across the Mid-Continent and San Juan Basin, with a model centered on cash distributions to unitholders. What are the underlying business or industry changes driving this perspective?MNR: Higher Margins And Cash Distributions Will Support Future Upside
Analysts have adjusted their price target on Mach Natural Resources to approximately $18.57 from $19, reflecting updated views on revenue growth, profit margins, and future P/E assumptions. What's in the News Mach Natural Resources issued production guidance for fiscal 2026, with total production expected to range between 150 MBoe/d and 157 MBoe/d (Corporate Guidance).
Long Life Acreage And Growing Reserves Will Support Stronger Future Cash Distributions
Catalysts About Mach Natural Resources Mach Natural Resources is an oil and gas producer focused on acquiring and developing long life, cash generative assets in the Mid Continent and San Juan Basin. What are the underlying business or industry changes driving this perspective?MNR: Steady Fair Value And Cash Distributions Will Support Future Upside
Analysts kept their fair value estimate for Mach Natural Resources steady at $19.00, noting only very small adjustments in discount rate, revenue growth, profit margin and future P/E assumptions that together did not meaningfully change their price target view. What's in the News Mach Natural Resources LP declared a fourth quarter 2025 cash distribution of $0.53 per common unit for its unitholders.MNR: Future Cash Distributions Will Support Upside As Discount Assumptions Ease
Analysts have trimmed their price target on Mach Natural Resources slightly, citing updated assumptions for fair value of $19.0, modestly adjusted discount rates and revenue growth expectations, and a small change to the implied future P/E multiple. What's in the News The board of directors of Mach Natural Resources LP's general partner declared a fourth quarter 2025 cash distribution of $0.53 per common unit.MNR: Future Cash Distributions Will Drive Upside With Improved Market Confidence
Analysts have modestly raised their price target on Mach Natural Resources to $19.40, citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E as the key drivers of this adjustment. Valuation Changes Fair Value: $19.40 has been maintained, with no change from the prior estimate.Mach Natural Resources: High Yield And Deeply Discounted Gas Exposure To Fuel The AI Boom
Feb 03MNR: Future Cash Distributions Will Drive Upside Despite Recent Impairment
Analysts have adjusted their price target for Mach Natural Resources to US$19.40 from about US$19.17, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that slightly refine their outlook on the shares. What's in the News Reported third quarter 2025 production results, with average total net production of 94,000 Mboe/d for the period (company announcement).MNR: Future Cash Distributions Will Support Upside Despite Recent Asset Impairment
Analysts have reduced their price target for Mach Natural Resources by about $0.67, reflecting slightly revised assumptions for fair value, discount rate, margin, and forward P/E in their updated models. What's in the News Reported third quarter 2025 total net production of 94,000 Mboe/d, providing a fresh reference point for recent operating scale (Key Developments).MNR: Future Distribution Stability Will Support Upside Despite Recent Impairment
Narrative Update on Mach Natural Resources Analysts have reaffirmed their price target for Mach Natural Resources at approximately $19.83 per share, citing largely unchanged expectations for growth, profitability, and valuation multiples, with only marginal adjustments to discount rate assumptions. What's in the News Reported third quarter 2025 operating results, with average total net production reaching 94,000 Mboe/d, highlighting continued scale in upstream operations (company filing) Recorded a $90.43 million impairment of oil and gas properties for the third quarter of 2025, signaling a reassessment of asset values amid commodity and reserve updates (company filing) Declared a reduced quarterly cash distribution of $0.27 per common unit for the third quarter of 2025, payable December 4, 2025 to unitholders of record on November 20, 2025 (company announcement) Valuation Changes Fair Value Estimate: Unchanged at approximately $19.83 per share, reflecting consistent expectations for long term intrinsic value.MNR: Higher Future Multiple May Reward Moderate Profitability Expectations
Analysts have trimmed their 12 month price target on Mach Natural Resources from approximately $21.00 to about $19.83 per share, citing expectations for slower revenue growth and moderating profit margins, partly offset by a higher assumed future price to earnings multiple. What's in the News Reported third quarter 2025 operating results, with average total net production of 94,000 Mboe/d and highlighted continued scale in its upstream portfolio (Key Developments) Recorded a $90.43 million impairment charge on oil and gas properties for the third quarter of 2025, signaling reassessment of asset values amid changing market conditions (Key Developments) Declared a reduced quarterly cash distribution of $0.27 per common unit for the third quarter of 2025, payable on December 4, 2025 to unitholders of record on November 20, 2025 (Key Developments) Valuation Changes Fair Value Estimate was lowered moderately from approximately $21.00 to about $19.83 per share, reflecting a slightly more conservative outlook on intrinsic value.Growing US Natural Gas Demand Will Unlock Long-Term Value
Mach Natural Resources’ consensus price target was revised downward, primarily reflecting a lower future P/E multiple, resulting in a reduced fair value estimate of $21.00. What's in the News Reported Q2 average production of 83.6 Mboe/d, with 23% oil, 53% natural gas, and 24% NGLs. Q2 production revenues totaled $219 million: 51% oil, 31% natural gas, 18% NGLs. Declared a quarterly cash distribution of $0.38 per common unit for Q2.Mach Natural Resources LP Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Aug 10
2025 Rig Increase And Acquisitions Will Secure Future Potential
Mach Natural Resources aims to grow through strategic acquisitions during market distress, focusing on high-return projects and maintaining low costs to maximize earnings.The Mach Natural Resources LP (NYSE:MNR) Annual Results Are Out And Analysts Have Published New Forecasts
Mar 16Mach Natural Resources Reduces Its Interest Costs With A New Credit Facility
Feb 07Sentiment Still Eluding Mach Natural Resources LP (NYSE:MNR)
Jan 25Mach Natural Resources (NYSE:MNR) Takes On Some Risk With Its Use Of Debt
Dec 11Mach Natural Resources: Expect A Smaller Distribution In 2025
Nov 26Mach Natural Resources: Using Acquisitions To Boost Near-Term Free Cash Flow
Sep 12Mach Natural Resources Makes Progress With Cost Reductions
Jul 04Mach Natural Resources' (NYSE:MNR) Anemic Earnings Might Be Worse Than You Think
May 21Mach Natural Resources: Projected To Generate A Bit Over $3 Per Unit In 2024 FCF
Apr 16Mach Natural Resources: Industry Demand Can Drive Growth
Dec 28Stability and Growth of Payments
Fetching dividends data
Stable Dividend: MNR has been paying a dividend for less than 10 years and during this time payments have been volatile.
Growing Dividend: MNR has only been paying a dividend for 2 years, and since then payments have fallen.
Dividend Yield vs Market
| Mach Natural Resources Dividend Yield vs Market |
|---|
| Segment | Dividend Yield |
|---|---|
| Company (MNR) | 14.3% |
| Market Bottom 25% (US) | 1.4% |
| Market Top 25% (US) | 4.2% |
| Industry Average (Oil and Gas) | 3.2% |
| Analyst forecast (MNR) (up to 3 years) | 13.7% |
Notable Dividend: MNR's dividend (14.3%) is higher than the bottom 25% of dividend payers in the US market (1.4%).
High Dividend: MNR's dividend (14.3%) is in the top 25% of dividend payers in the US market (4.22%)
Earnings Payout to Shareholders
Earnings Coverage: With its high payout ratio (181.1%), MNR's dividend payments are not well covered by earnings.
Cash Payout to Shareholders
Cash Flow Coverage: MNR is paying a dividend but the company has no free cash flows.
Discover strong dividend paying companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/03 15:01 |
| End of Day Share Price | 2026/05/01 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Mach Natural Resources LP is covered by 9 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Charles Meade | Johnson Rice & Company, L.L.C. |
| Timothy Rezvan | KeyBanc Capital Markets Inc. |
| Jeffrey Grampp | Northland Capital Markets |