MACH NATURAL RESOURCES LP(MNR)Stock Analysis
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Rank #985 of 2,879 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
MNR Stock Analysis & AI Quality Score
AI stock analysis and institutional research for MACH NATURAL RESOURCES LP (MNR), a Energy sector company. 13F Pro's AI-powered ranking engine scores MNR at 58.3/100 on a 32-signal composite quality model, placing it at rank #985 of 2,879 stocks — the top half of the AI-ranked universe. MNR scores in the top quartile across free cash flow (92.8). Areas of concern include earnings quality (30.0) and institutional flow (30.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), MACH NATURAL RESOURCES LP reports quarterly revenue of $285.9M, net income of $-35.0M, free cash flow of $170.3M. Top institutional holders of MNR by reported 13-F value include KAYNE ANDERSON CAPITAL ADVISORS, AMERICAN CENTURY COMPANIES, MORGAN STANLEY, based on the most recent SEC filings. MNR trades on the NYSE exchange and files with the SEC under CIK 1980088. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MNR 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 MACH NATURAL RESOURCES LP directly from SEC EDGAR. MACH NATURAL RESOURCES LP's 13F Pro composite quality score has ranged between 48 and 78 since 2024, currently 58.3 — a declining long-term trajectory across 17 quarterly and live scoring snapshots.
Revenue
Q1 2026
$285.9M
Net Income
Q1 2026
$-35.0M
Free Cash Flow
Q1 2026
$170.3M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+21.2% YoYNet Income
-22.8% YoYOperating Income
-15.8% YoYEPS (Diluted)
-42.6% YoYTotal Assets
+61.5% YoYTotal Debt
+52.3% YoYOp. Cash Flow
+0.3% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|
| Revenue | $1.18B +21.2% | $969.6M +27.2% | $762.3M -18.7% | $937.4M +138.8% | $392.5M |
| Net Income | $143.0M -22.8% | $185.2M +170.3% | $68.5M -86.7% | $516.8M +273.5% | $138.4M |
| Operating Income | $244.9M -15.8% | $291.0M -19.0% | $359.1M -31.2% | $522.4M +236.1% | $155.4M |
| EPS (Diluted) | $1.09 -42.6% | $1.90 +163.9% | $0.72 | — | — |
| Total Assets | $3.78B +61.5% | $2.34B +1.5% | $2.30B +159.7% | $887.4M | — |
| Total Debt | $1.14B +52.3% | $751.3M -6.9% | $807.0M +850.5% | $84.9M | — |
| Operating Cash Flow | $507.0M +0.3% | $505.3M +2.8% | $491.7M -11.2% | $553.5M +178.9% | $198.5M |
AI Insight: MNR Financial Trends
MNR's operating cash flow hit a 6-quarter high of $170M in Q1 2026, but recurring net losses and debt doubling to $1,135M signal mounting financial stress.
• Operating cash flow strengthened to $170M in Q1 2026, the highest in the 6-quarter series, up from $106M in Q3 2025.
• Total debt surged from $460M in Q1 2025 to $1,144M in Q3 2025, remaining elevated at $1,135M through Q1 2026 — a 147% increase.
• Net income swung to -$35M in Q1 2026 and -$36M in Q3 2025, marking two loss quarters in the last four periods.
• Revenue rose to $388M in Q4 2025, a series high, but retreated to $286M in Q1 2026, near the bottom of the range.
⚠ Debt nearly tripled after Q1 2025 — monitor whether the $1,135M load can be serviced as operating income remains volatile.
⚠ Operating income turned negative in Q3 2025 (-$19M) and Q1 2026 (-$10M); watch for a sustained recovery above $50M.
⚠ OCF-to-net income divergence is widening — non-cash charges may be masking underlying earnings quality.
AI Insight: MNR Ratio Trends
MNR's profitability has collapsed in Q1 2026, with operating margin turning negative at -3.4% after peaking at 38.6% just three quarters prior.
• Operating margin swung from a high of 38.6% in Q2 2025 to -3.4% in Q1 2026, a 42pp deterioration in three quarters.
• ROIC collapsed from 78.8% in Q2 2025 to -3.4% in Q1 2026, erasing all capital efficiency gains of the prior year.
• Net profit margin turned deeply negative at -12.2% in Q1 2026, the second loss quarter in three periods alongside Q3 2025's -13.1%.
• TTM operating margin of 14.9% and ROIC of 16.2% reflect the drag from two loss quarters diluting otherwise strong mid-year results.
⚠ Two negative operating margin quarters (Q3 2025 and Q1 2026) suggest a recurring seasonal or structural weakness worth monitoring closely.
⚠ ROA of -3.8% in Q1 2026 matches Q3 2025's trough — a pattern of alternating sharp losses and recoveries introduces high earnings volatility risk.
⚠ If Q2 2026 rebounds as Q2 2025 did (38.6% OpMargin), the loss quarters may reflect commodity price seasonality rather than structural impairment.
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Available Research
13F Pro tracks comprehensive data for MACH NATURAL RESOURCES LP including:
Top Institutional Holders of MNR
KAYNE ANDERSON CAPITAL ADVISORS LP
$265.4M18,960,034 shAMERICAN CENTURY COMPANIES INC
$33.0M2,359,750 shMORGAN STANLEY
$16.6M1,182,328 shGOLDMAN SACHS GROUP INC
$14.7M1,047,130 shING GROEP NV
$14.2M1,012,000 shFIRST TRUST ADVISORS LP
$7.0M497,719 shRAYMOND JAMES FINANCIAL INC
$6.5M461,379 shCIBC Bancorp USA Inc.
$6.0M425,621 shWILEY BROS.-AINTREE CAPITAL, LLC
$3.7M264,526 shChicago Partners Investment Group LLC
$3.2M247,255 sh
| Fund | Value | Shares |
|---|---|---|
| KAYNE ANDERSON CAPITAL ADVISORS LP | $265.4M | 18,960,034 |
| AMERICAN CENTURY COMPANIES INC | $33.0M | 2,359,750 |
| MORGAN STANLEY | $16.6M | 1,182,328 |
| GOLDMAN SACHS GROUP INC | $14.7M | 1,047,130 |
| ING GROEP NV | $14.2M | 1,012,000 |
| FIRST TRUST ADVISORS LP | $7.0M | 497,719 |
| RAYMOND JAMES FINANCIAL INC | $6.5M | 461,379 |
| CIBC Bancorp USA Inc. | $6.0M | 425,621 |
| WILEY BROS.-AINTREE CAPITAL, LLC | $3.7M | 264,526 |
| Chicago Partners Investment Group LLC | $3.2M | 247,255 |
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Popular Research
Is MNR a good stock to buy?
13F Pro's AI-powered analysis of MACH NATURAL RESOURCES LP (MNR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Energy sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for MNR are available on the MNR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own MNR?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling MNR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of MACH NATURAL RESOURCES LP's investment landscape.