Mach Natural Resources: All Eyes Are On Mother Nature

Mach Natural Resources is reaffirmed as a BUY, trading below PV-10 value after recent acquisitions and a 5% share price decline. MNR's portfolio now leans heavily into natural gas, with Q4 production projected to rise 60% and 2026 guidance targeting 71% gas weighting. Distributions are expected to rebound to $0.40-$0.45/unit quarterly, offering a 13%-14.5% yield, but remain exposed to commodity price and weather volatility.

Seeking Alpha • Dec 6, 2025

Mach Natural Resources: Focuses On Natural Gas Development In 2026

Mach reported Q3 2025 results in line with expectations. It declared a relatively low $0.27 per unit distribution, but that was affected by temporary items. Mach also tweaked its 2026 guidance to reduce its D&C capex by $63 million and its total capex by $38 million. This has a minor effect on its expected production. Mach is now projected to generate $1.94 per unit in 2026 distributable cash flow at high-$50s WTI oil and slightly above $4 NYMEX natural gas.

Seeking Alpha • Nov 29, 2025

Mach Natural Resources LP (MNR) Q3 2025 Earnings Call Transcript

Mach Natural Resources LP ( MNR ) Q3 2025 Earnings Call November 7, 2025 10:00 AM EST Company Participants Tom Ward - CEO & Director of Mach Natural Resources GP LLC Kevin White - Chief Financial Officer of Mach Natural Resources GP LLC Conference Call Participants Neal Dingmann - William Blair & Company L.L.C., Research Division Charles Meade - Johnson Rice & Company, L.L.C.

Seeking Alpha • Nov 7, 2025

Mach Natural Resources LP Reports Third Quarter 2025 Results; Declares Quarterly Cash Distribution of $0.27 Per Common Unit; Provides Recent Well Results and Updated 2026 Outlook

OKLAHOMA CITY--(BUSINESS WIRE)--Mach Natural Resources LP (NYSE: MNR) (“Mach” or the “Company”) today reported financial and operating results for the three months ended September 30, 2025. The Company also announced its quarterly cash distribution and updated its full-year 2026 outlook. Third Quarter 2025 Highlights Averaged total net production of 94.0 thousand barrels of oil equivalent per day (“Mboe/d”) Lease operating expense of $6.82 per barrel of oil equivalent (“Boe”) Reported net losse.

Business Wire • Nov 6, 2025

Mach Natural Resources LP (MNR) Tops Q3 Earnings and Revenue Estimates

Mach Natural Resources LP (MNR) came out with quarterly earnings of $0.44 per share, beating the Zacks Consensus Estimate of $0.34 per share. This compares to earnings of $0.7 per share a year ago.

Zacks Investment Research • Nov 7, 2025

Mach Natural Resources LP Announces Earnings Release and Conference Call Schedule for Third Quarter 2025

OKLAHOMA CITY--(BUSINESS WIRE)--Mach Natural Resources LP (NYSE: MNR) (“Mach” or the “Company”) announced today that it will report third quarter 2025 results on Thursday, November 6, 2025, after the close of trading on the New York Stock Exchange. The third quarter 2025 earnings release will be available on the Company's website at www.ir.machnr.com. The Company will host a conference call to discuss its financial and operating results at 9:00 a.m. Central (10:00 a.m. Eastern) on Friday, Novem.

Business Wire • Oct 30, 2025

Dividend Power Dogs: 13 Ideal Safer October Stars

Thirteen of 35 October Dividend Power Dogs are recommended for their "safer" dividends, with free cash-flow yields exceeding dividend yields, making them ideal buys. The Dividend Power strategy focuses on high earnings yield and high dividend yield, creating a resilient portfolio for both downturns and bull markets. Analysts project significant gains for the top ten DiviPower stocks by October 2026, with potential net gains ranging from 36% to 190.33%.

Seeking Alpha • Oct 21, 2025

Top 3 Energy Stocks That May Rocket Higher In October

The most oversold stocks in the energy sector presents an opportunity to buy into undervalued companies.

Benzinga • Oct 17, 2025

Wall Street's Most Accurate Analysts Spotlight On 3 Energy Stocks Delivering High-Dividend Yields

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.

Benzinga • Oct 13, 2025

Mach Natural Resources: A Look At Its Outlook For 2026

Mach closed on its recent major acquisitions and provided its outlook for 2026. It is growing natural gas production at its legacy assets while oil production is expected to decline. It is also maintaining to slightly increasing oil and natural gas production at its acquired assets.

Seeking Alpha • Oct 2, 2025