Added to YB: 2026-02-05
Pitch date: 2026-02-02
NRP [bullish]
Natural Resource Partners L.P.
+7.63%
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
$1.2B
Pitch Price
$114.10
Price Target
180.00 (+47%)
Dividend
3.30%
EV/EBITDA
4.93
P/E
6.79
EV/Sales
5.23
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.
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