Brokers Offer Predictions for TXO Partners Q2 Earnings

TXO Partners LP (NYSE:TXO) – Capital One Financial lowered their Q2 2025 earnings per share (EPS) estimates for shares of TXO Partners in a research report issued on Wednesday, July 2nd. Capital One Financial analyst P. Johnston now anticipates that the company will post earnings per share of $0.07 for the quarter, down from their previous forecast of $0.10. The consensus estimate for TXO Partners’ current full-year earnings is $1.02 per share. Capital One Financial also issued estimates for TXO Partners’ FY2025 earnings at $0.77 EPS and FY2026 earnings at $0.50 EPS.

Separately, Stifel Nicolaus initiated coverage on shares of TXO Partners in a research report on Wednesday, April 23rd. They set a “buy” rating and a $20.00 target price for the company.

TXO Partners Price Performance

TXO Partners stock opened at $15.27 on Friday. The firm has a market capitalization of $631.72 million, a PE ratio of 36.36 and a beta of 0.09. TXO Partners has a 52 week low of $14.78 and a 52 week high of $21.72. The firm’s 50-day simple moving average is $15.69 and its 200 day simple moving average is $17.64. The company has a quick ratio of 1.00, a current ratio of 1.00 and a debt-to-equity ratio of 0.28.

TXO Partners (NYSE:TXO) last announced its quarterly earnings results on Thursday, May 1st. The company reported $0.24 earnings per share for the quarter, missing analysts’ consensus estimates of $0.36 by ($0.12). The firm had revenue of $84.33 million during the quarter, compared to analysts’ expectations of $82.00 million. TXO Partners had a net margin of 5.22% and a return on equity of 3.89%.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. CWM LLC purchased a new stake in shares of TXO Partners during the first quarter worth about $77,000. Cambridge Investment Research Advisors Inc. purchased a new position in shares of TXO Partners during the first quarter valued at approximately $216,000. Atria Wealth Solutions Inc. acquired a new stake in TXO Partners during the first quarter worth approximately $230,000. M&T Bank Corp purchased a new stake in TXO Partners in the 4th quarter worth approximately $253,000. Finally, XTX Topco Ltd purchased a new stake in TXO Partners in the 4th quarter worth approximately $270,000. 27.44% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In related news, insider Luther King, Jr. acquired 500,000 shares of the firm’s stock in a transaction that occurred on Thursday, May 15th. The shares were acquired at an average price of $15.00 per share, with a total value of $7,500,000.00. Following the completion of the purchase, the insider directly owned 3,061,530 shares in the company, valued at approximately $45,922,950. The trade was a 19.52% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Bob R. Simpson acquired 2,250,000 shares of the company’s stock in a transaction that occurred on Thursday, May 15th. The shares were bought at an average price of $15.00 per share, with a total value of $33,750,000.00. Following the transaction, the director owned 6,750,000 shares in the company, valued at $101,250,000. This represents a 50.00% increase in their position. The disclosure for this purchase can be found here. Insiders have acquired 3,473,000 shares of company stock worth $52,095,540 in the last quarter.

TXO Partners Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, May 23rd. Investors of record on Friday, May 16th were paid a $0.61 dividend. This represents a $2.44 dividend on an annualized basis and a yield of 15.98%. The ex-dividend date of this dividend was Friday, May 16th. TXO Partners’s payout ratio is currently 580.95%.

About TXO Partners

TXO Partners, L.P., an oil and natural gas company, focuses on the acquisition, development, optimization, and exploitation of conventional oil, natural gas, and natural gas liquid reserves in North America. Its acreage positions are concentrated in the Permian Basin of West Texas and New Mexico and the San Juan Basin of New Mexico and Colorado.