Added to YB: 2026-02-05
Pitch date: 2026-02-02
NRP [bullish]
Natural Resource Partners L.P.
+2.84%
current return
Author Info
No bio for this author
Company Info
Natural Resource Partners L.P., together with its subsidiaries, owns, manages, and leases a portfolio of mineral properties in the United States.
Market Cap
$1.5B
Pitch Price
$114.90
Price Target
180.00 (+52%)
Dividend
2.64%
EV/EBITDA
9.00
P/E
10.39
EV/Sales
7.06
Sector
Oil, Gas and Consumable Fuels
Category
dividend
Adding to My Position in NRP
NRP (added to position): Natural resource royalty partnership targeting debt-free status by Feb earnings. Q4 FCF est ~$50M on 9% higher met coal prices (~$200/ton). Expects $200M FCF in 2026, enabling 8-9% distribution yield vs current 3%. As yields compress to 5-6% MLP levels on distribution durability, units could reach $150-180 price target from ~$115 current.
Read full article (4 min)