Natural Resource Partners L.P. (NRP) Stock

Natural Resource Partners L.P. (NRP) is a Energy stock trading at $112.49 (as of 2026-09-02), with a market capitalization of $1.49B and a trailing P/E of 8.9. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Natural Resource Partners L.P., through its subsidiaries, owns, manages, and leases a portfolio of mineral properties in the United States. It operates through two segments, Mineral Rights and Soda Ash. The company owns interests in coal, soda ash, trona, and other natural resources. Its coal reserves are primarily located in Appalachia, the Illinois Basin, and the Northern Powder River Basin in the United States; industrial minerals and aggregates properties are located in the United States; oil and gas properties located in Louisiana; timber assets located in West Virginia; and trona ore mining operation and soda ash refinery are located in the Green River Basin, Wyoming. The company leases a portion of its reserves in exchange for royalty payments; and owns and leases transportation and processing infrastructure related to coal properties. NRP (GP) LP serves as the general partner of the company. Natural Resource Partners L.P. was incorporated in 2002 and is headquartered in Houston, Texas.

Understand Natural Resource Partners L.P.: how it makes money

NRP owns and leases mineral rights (coal, soda ash, trona) across Appalachia, the Illinois Basin, and the Powder River Basin, earning royalties from production it does not extract. The lease-and-royalty structure means revenue tracks directly to commodity volumes and prices with minimal operating costs.

NRP collects a fixed royalty percentage on every ton of coal or pound of soda ash produced on its leased land, so its cost base stays nearly flat while revenue flexes with volumes and prices, creating extreme operating leverage in either direction.

Business quality (Mixed): Mixed. The 84% operating margin reflects a capital-light royalty model, but a 22% revenue decline and all key commodities sitting at or below marginal costs point to a cyclical trough that may persist into 2026.

Valuation: At 8× earnings, NRP trades 67% below the Coal average (24×). Note: the low multiple may reflect one-time earnings items.

Bull case

  • Deleveraging on Track: Management confirmed it remains on track to complete its deleveraging goal this year, supported by robust free cash flow. Lower debt is already reducing interest costs and cash interest payments, incrementally improving distributable cash to unit holders.
  • Deep Value vs Peers: At 7.8x earnings versus a 24x coal industry average (67% below), the stock prices in substantial commodity pessimism. If coal or soda ash prices stabilize, the valuation gap toward the sector median could compress meaningfully.

Bear case

  • All Commodities at Cost Floor: Management flagged that all three key commodities face prices near or below marginal production costs. If prices cannot sustain current levels, further volume declines will hit royalty revenue with no margin cushion to absorb the shock.
  • Soda Ash Deteriorating in 2026: Management expects soda ash conditions to worsen in 2026, removing a diversification benefit that previously helped offset coal weakness. This concentrates even more of the royalty portfolio's revenue risk in a single commodity cycle.
Valuation — source: SEC EDGAR (first-party)
Price$112.49
Market Cap$1.49B
P/E Ratio8.9
EV / EBITDA10.3
Price / Sales6.84
FCF Yield11.1%
DCF Value (model)$414.99
DCF Upside vs Price268.9%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$232.35M
Net Margin79.0%
Revenue Growth (YoY)-21.8%
Valuation vs Sector & Industry
Stock P/E8.9
Sector P/E (Energy)16.1
Industry P/E (Coal)25.1
vs Sector-44.7%
vs Industry-64.6%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderMORGAN STANLEY ($125.71M)
Institutional Holders Tracked10
Company
SectorEnergy
IndustryCoal
CEOCorbin J. Robertson Jr.
Employees56
CountryUS
IPO Date2002-10-11

Natural Resource Partners L.P. earnings call transcripts

  • NRP Q4 FY25 earnings call transcript (reported 2026-02-27) · analysis
  • NRP Q2 FY25 earnings call transcript (reported 2025-08-06) · analysis

All NRP earnings calls

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NRP earnings history · NRP institutional & insider holders · NRP KPIs & operating metrics · NRP financials · NRP investor presentations & press releases · NRP SEC filings · NRP peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-09-02.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.