Kimbell Royalty Partners, LP(KRP)— Stock Profile, AI Score & Financials
Energy · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Kimbell Royalty Partners, LP (KRP) stock profile, AI quality score, and SEC EDGAR financial data, a Energy sector company. 13F Pro's AI-powered ranking engine scores KRP at 64.1/100 on a 32-signal composite quality model, placing it at rank #577 of 2,961 stocks — the top 25% of the AI-ranked universe. KRP scores in the top quartile across free cash flow (98.3), profitability (92.3), balance sheet strength (80.0). Areas of concern include institutional flow (16.9) and revenue scale (31.6), which score below median versus the broader universe. Shareholder dilution risk is elevated at 25.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Kimbell Royalty Partners, LP reports quarterly revenue of $112.5M, net income of $47.3M. Top institutional holders of KRP by reported 13-F value include VAN ECK ASSOCIATES, AMERICAN CENTURY COMPANIES, MORGAN STANLEY, based on the most recent SEC filings. KRP trades on the NYSE exchange and files with the SEC under CIK 1657788. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate KRP daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Kimbell Royalty Partners, LP directly from SEC EDGAR.
AI Quality Score
64.1/100
AI Rank
#577
Revenue
$112.5M
Net Income
$47.3M
KRP key financials by period
Kimbell Royalty Partners, LP reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$333.8M
—
39.8%
FY 2024
10-K
$309.3M
—
12.0%
FY 2023
10-K/A
$294.1M
—
37.4%
FY 2022
10-K/A
$248.1M
—
55.2%
FY 2021
10-K/A
$135.6M
—
36.4%
FY 2020
10-K
$90.5M
—
—
Institutions holding KRP
Institutional investors reporting a position in Kimbell Royalty Partners, LP on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-07 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Kimbell's Q2 FY2026 revenue rose 30% YoY to $112.5M, driven mainly by a 54% jump in average oil prices received ($97.85/Bbl vs $63.52/Bbl) rather than production growth, while funding continued acquisitions including the $146.1M Mesa deal.
Biggest Revenue Drivers
Oil, natural gas and NGL revenues$103.0M+38% YoY
Increase primarily related to higher average oil prices received, coupled with a slight increase in production volumes
Gain on commodity derivative instruments, net$6.1M-35% YoY
$9.3M mark-to-market gain from maturity of lower-strike contracts, partly offset by $3.2M settlement losses
Biggest Revenue Drivers
Total revenue: $112.5M+30% YoY
Oil, natural gas and NGL revenues$103.0M+38% YoY
Increase primarily related to higher average oil prices received, coupled with a slight increase in production volumes
Within Oil, natural gas and NGL revenues
Oil revenue$76.1M+56% YoY
Average price received rose to $97.85/Bbl from $63.52/Bbl
NGL revenue$13.3M+25% YoY
Natural gas revenue$13.7M-11% YoY
Average price received fell to $2.08/Mcf from $2.34/Mcf
Gain on commodity derivative instruments, net$6.1M-35% YoY
$9.3M mark-to-market gain from maturity of lower-strike contracts, partly offset by $3.2M settlement losses
Largest Expense Items
Depreciation and depletion expense$30.2M-1% YoY
Depletion rate declined to $12.84/Bbl on gradual reduction of depletable base, partially offset by the Mesa Acquisition
General and administrative expense$10.2M+7% YoY
Higher cash G&A and a $0.2M increase in unit-based compensation expense
Production and ad valorem taxes$8.2M+44% YoY
Attributable to the increase in average oil prices received and, to a lesser extent, higher production volumes
Marketing and other deductions$4.2M+38% YoY
Related to the increase in average oil prices received
Margins: Operating income rose to $59.7M from $37.8M as revenue growth from higher oil prices outpaced increases in production taxes, marketing deductions and G&A; depletion expense actually declined as the per-barrel depletion rate fell to $12.84.
Watch Items from the Filing
Revenue growth was almost entirely price-driven (oil price +54% YoY) rather than volume-driven (production volumes up only ~2%), leaving results highly exposed to commodity price swings.
Subsequent to quarter-end, Kimbell signed a Purchase Agreement (the 'Dropdown') for ~$75.0M cash plus 9.5 million OpCo/Class B units, expected to close on or about August 21, 2026.
Series A preferred units, classified as mezzanine equity, are estimated redeemable at $1,176.00 per unit (118% of par) as of June 30, 2026, with redemption provisions outside the Partnership's control.
Board approved a $100 million common unit repurchase program (through Dec 31, 2027); $14.7M repurchased year-to-date, with $85.35M still available as of June 30, 2026.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
