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KRKRP

Kimbell Royalty Partners, LP

$KRP·$1.4B·Oil & Gas Exploration & Production·Energy
$14.62+0.3%YTD+22.3%1Y+7.1%
Price updated just now·X counts updated 17h ago
KRKRP
$KRPKimbell Royalty Partners, LP
$14.62+0.34%7 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $KRP on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

7X posts · last 7 days
Sep 10Sep 27

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $KRP — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-28

The move is getting stronger, with heavier trading behind it.

Kimbell Royalty is up 22% YTD at 73% of the 52-week range — Q2 EPS beat +74% plus Rivercrest Dropdown ($75M cash + 19M units) on the Permian mineral-royalty franchise.

Kimbell Royalty Partners is a US mineral-and-royalty franchise (11.4M gross acres, 122K wells with 46K in the Permian across 28 states) — a business firing on the Permian NGL cycle plus a significant Dropdown acquisition. The stock is up 7% over 12 months.

  • Q2 delivered a real beat: EPS $0.40 vs $0.23 estimate (+74%), revenue $112M (+30% YoY) at 53% op margin — legitimate acceleration off the Permian production ramp, and prior four quarters have run 46-73% surprise beats aside from Q1's messy comp.
  • The Aug 21 Rivercrest Dropdown is the specific strategic event: ~$75M cash + 9.5M OpCo Units + 9.5M Class B Units (exchangeable 1:1 for KRP common) — material royalty-asset expansion, modestly dilutive but effective.
  • The Sept 22 Zacks Strong Buy upgrade plus the Sept 21 'Wall Street's Most Accurate Analysts' high-dividend spotlight confirms sell-side attention; the Aug 27 Rivercrest 7.3% ownership disclosure adds structural context.

Q3 earnings on Nov 5 is the confirmation — a beat plus firm Rivercrest-integration commentary extends the story; a soft NGL-price or Permian-volume tempering signal and the tape stays coiled.

What to watch: Q3 earnings on Nov 5 — a beat plus firm Rivercrest-integration commentary extends the story; a soft NGL-price or Permian-volume tempering signal and the tape stays coiled.

On the calendar: 2026-11-05 — Q3 earnings

no sentimentrivercrest dropdown 75mzacks strong buy

Read the AI verdict on $KRP

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Mineral and royalty interest MLP owning oil and gas rights across 11M+ gross acres in major US basins, collecting royalties without operating risk.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Exploration & Production sits in its cycle right now — and what that implies for $KRP.

Oil & Gas Exploration & Production · Energy

No material change from last week — Oil retreats as Macron calls G7 to release strategic reserves, trimming the geopolitical premium added by Houthi Red Sea seizure.

What this means for $KRP

Neutral — Mineral and royalty interest MLP owning oil and gas rights across 11M+ gross acres in major US basins, collecting royalties without operating risk.

Industry benchmark

27-name peer basket
+43.9%YTD
+27.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
17.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
11.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
44.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
16.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
13.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
93.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 7, 2026$0.40$0.23+73.5%
Q1 2026May 7, 2026$0.04$0.23-82.6%
Q4 2025Feb 26, 2026$0.21$0.14+50.0%
Q3 2025Nov 6, 2025$0.19$0.13+46.2%
Next earningsThu, Nov 5·consensus EPS $0.24

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$112.5M+30.0%92.7%53.1%$0.40$68.3M
Q1 FY26$84.2M-6.7%58.2%40.9%$0.04$49.4M
Q4 FY25$76.4M+7.8%136%42.7%$0.21$56.8M
Q3 FY25$80.6M+8.6%93.0%35.8%$0.19$62.6M

Forward consensus

4-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$397.2M$385.9M – $405.7M$1.07$1.03 – $1.103
FY27$409.9M$398.2M – $418.7M$1.00$0.97 – $1.031
FY28$409.9M$391.8M – $429.1M$1.09$0.91 – $1.313
FY29$673.9M$654.6M – $688.3M$0.90$0.87 – $0.931

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.73%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-2.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+2.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 87.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.295-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 22Blayne RhynsburgerController1.7K sh$24KSellAug 25Blayne RhynsburgerController4.5K sh$68K

See when $KRP insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

S-3Shelf registrationAug 28S-3
AI summary

Kimbell Royalty Partners filed a resale shelf registration statement (S-3) on behalf of certain selling unitholders to register an unspecified number of common units for potential future resale. As a large accelerated filer, KRP qualifies for S-3 eligibility; the filing itself does not constitute a primary offering and Kimbell will receive no proceeds from any resale by the selling unitholders. The shelf provides registered liquidity for existing unitholders. Specific selling unitholder identities and unit counts are detailed in the prospectus supplements to be filed at the time of any actual offering.

3New insider — initial holdingsAug 273
AI summary

The Rivercrest Capital group (including Rivercrest Capital Partners LP, Rivercrest Capital Partners II LP, Rivercrest Capital GP LLC, Rivercrest Capital II GP LLC, Rivercrest Cupola LLC, and Cupola Royalty Direct LLC) filed Form 3 as new 10%+ beneficial owners of Kimbell Royalty Partners, LP. Key holdings include 4,075,500 OpCo Units via Rivercrest Capital Partners LP and 500,880 via Rivercrest Capital Partners II LP. This confirms the Rivercrest group's substantial ownership position consistent with the concurrent SC 13D/A filing.

SC 13D/AActivist amendmentAug 27SC 13D/A
AI summary

Rivercrest Capital Partners LP and its affiliated entities (including Rivercrest Capital GP LLC and Rivercrest Capital Partners II LP) filed an amended Schedule 13D for Kimbell Royalty Partners, LP. The Rivercrest group in aggregate beneficially owns 8,000,179 OpCo Units and an equal number of Class B Units, representing 7.3% of the class; each OpCo/Class B unit pair is exchangeable for one Common Unit. This amendment updates prior ownership disclosures; no clear activist intent is disclosed in the available excerpt.

8-KMaterial agreementAug 248-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Kimbell Royalty Partners, LP completed on August 21, 2026 the acquisition of mineral, overriding royalty, and royalty interests (the 'Dropdown') from Rivercrest Capital Partners LP, Rivercrest Capital Partners II LP, and Cupola Royalty Direct, LLC, along with partnership interests in OGM Partners I and RCPTX, Ltd. Total consideration: approximately $75 million in cash plus 9,500,000 OpCo Common Units and 9,500,000 Class B Units (exchangeable 1:1 for KRP common units), effective June 1, 2026. Kimbell simultaneously entered a Registration Rights Agreement to register the issued units for resale. The deal expands KRP's royalty asset base materially; the unit issuance is modestly dilutive but the cash-plus-units structure limits near-term liquidity outflow.

8-KPress release / Reg FDAug 78-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Kimbell Royalty Partners, LP (KRP) reported Q2 2026 financial results on 2026-08-07, reporting financial results details in attached press release. The press release notes: mission, press releases and public conference calls as well. Additional items: Item 7.01. Quarterly earnings are a material disclosure; investors should review the full press release for segment details and management commentary.

8-KMaterial agreementJul 178-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Kimbell Royalty Partners, LP (KRP) entered into partnership (“ Kimbell ”), Kimbell Royalty Operating, LLC, a Delaware limited liability com with a counterparty on 2026-07-17, involving $75 million. Other items: Item 3.02, Item 7.01, Item 8.01. . This is a material definitive agreement (Item 1.01) requiring immediate disclosure under SEC rules. Investors should review the agreement terms for financial obligations, dilution, or strategic implications.

S-3Shelf registrationJun 26S-3
AI summary

Kimbell Royalty Partners, LP (KRP) filed a shelf registration statement (Form S-3) on 2026-06-26 covering an unspecified amount in securities. The registration covers new primary shelf offering (potential future dilution). A shelf registration authorizes future offerings at the company's discretion but does not represent immediate capital raising. Investors should watch for subsequent 424B prospectus supplements, which indicate actual capital deployment from the shelf.

8-KMaterial agreementJun 238-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Kimbell Royalty Partners, LP (KRP) entered into Partnership Interests KRP New York Stock Exchange Indicate by check mark whether the regist with a counterparty on 2026-06-23, involving undisclosed consideration. Other items: Item 3.02, Item 7.01, Item 8.01. . This is a material definitive agreement (Item 1.01) requiring immediate disclosure under SEC rules. Investors should review the agreement terms for financial obligations, dilution, or strategic implications.

+ 7 other (2 EFFECTs · 2 10-Qs · 2 8-Ks · 1 SC 13D/A) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Kimbell Royalty (KRP) Upgraded to Strong Buy: Here's Whyzacks.com·6d agoWall Street's Most Accurate Analysts Spotlight On 3 Energy Stocks Delivering High-Dividend Yieldsbenzinga.com·7d ago40,900 Shares in Kimbell Royalty $KRP Acquired by VIRGINIA RETIREMENT SYSTEMS ET Aldefenseworld.net·14d agoKimbell Royalty Partners Announces Date for Third Quarter 2026 Earnings Release and Conference Callprnewswire.com·20d ago2 Safe High-Yield Energy Dividend Stocks You've Probably Never Heard Offool.com·21d ago

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Voices on X · last 7 days

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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