William Blair has initiated coverage on Mach Natural Resources LP (MNR) with an Outperform rating as of August 24, 2025. This marks the firm's first assessment of the company, which operates in the energy sector, focusing on the acquisition, development, and production of oil, natural gas, and liquids.
Headquartered in Oklahoma City, Mach Natural Resources engages in the development of a diversified portfolio across the Anadarko, Permian, and San Juan Basins. The company’s assets include approximately 5,000 gross operated proved developed producing (PDP) wells and a midstream portfolio comprising four processing plants with a total processing capacity of 353 million cubic feet per day (MMcf/d). As of November 8, 2025, Mach Natural Resources has a market capitalization of $2.0 billion, a P/E ratio of 9.32, and an EPS of 1.95. The company also boasts a dividend yield of 1879.1%.
Upcoming earnings reports are scheduled, with estimates of $0.26 EPS and $353.5 million in revenue for August 5, 2026, following a strong performance in Q3 2025, which saw an EPS of $0.43, exceeding estimates by 23.8%.
Analyst consensus currently reflects 5 Strong Buy, 6 Buy, and 1 Hold ratings, indicating a general positive outlook on the stock. Such decisions reflect the firm’s research and analysis of the company’s fundamentals and growth potential.