Mizuho Cuts Kimbell Royalty (NYSE:KRP) Price Target to $16.00

Kimbell Royalty (NYSE:KRP) had its price target decreased by Mizuho from $17.00 to $16.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage currently has a “neutral” rating on the energy company’s stock. Mizuho’s price target indicates a potential upside of 12.83% from the company’s previous close.

Other equities research analysts have also issued reports about the stock. Citigroup lowered their target price on shares of Kimbell Royalty from $17.00 to $15.00 and set a “buy” rating on the stock in a research note on Monday, January 12th. Weiss Ratings upgraded Kimbell Royalty from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday, February 2nd. KeyCorp reaffirmed a “sector weight” rating on shares of Kimbell Royalty in a research note on Monday, November 24th. Wall Street Zen upgraded shares of Kimbell Royalty from a “hold” rating to a “buy” rating in a research report on Sunday, December 21st. Finally, Zacks Research lowered shares of Kimbell Royalty from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 22nd. One analyst has rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $15.60.

Kimbell Royalty Stock Performance

Kimbell Royalty stock traded down $0.32 during mid-day trading on Friday, reaching $14.18. 353,077 shares of the company traded hands, compared to its average volume of 621,479. The firm’s fifty day moving average is $12.87 and its two-hundred day moving average is $13.14. The company has a market capitalization of $1.53 billion, a price-to-earnings ratio of -202.57, a price-to-earnings-growth ratio of 3.58 and a beta of 0.34. Kimbell Royalty has a fifty-two week low of $10.98 and a fifty-two week high of $15.35. The company has a debt-to-equity ratio of 0.72, a current ratio of 5.39 and a quick ratio of 5.39.

Kimbell Royalty (NYSE:KRP) last issued its earnings results on Thursday, February 26th. The energy company reported $0.21 EPS for the quarter, beating analysts’ consensus estimates of $0.14 by $0.07. Kimbell Royalty had a return on equity of 12.51% and a net margin of 10.66%.The firm had revenue of $82.45 million for the quarter, compared to analyst estimates of $76.78 million. During the same quarter in the prior year, the firm earned ($0.48) earnings per share. Kimbell Royalty’s revenue for the quarter was up 23.7% on a year-over-year basis. On average, equities research analysts expect that Kimbell Royalty will post 0.65 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Kimbell Royalty

A number of large investors have recently modified their holdings of KRP. Alpine Global Management LLC acquired a new position in shares of Kimbell Royalty during the fourth quarter worth $183,000. Virtu Financial LLC acquired a new position in shares of Kimbell Royalty during the 4th quarter worth about $210,000. Ruggaard & Associates LLC increased its holdings in shares of Kimbell Royalty by 9.4% in the 4th quarter. Ruggaard & Associates LLC now owns 14,015 shares of the energy company’s stock valued at $165,000 after acquiring an additional 1,200 shares during the last quarter. Beacon Pointe Advisors LLC raised its position in shares of Kimbell Royalty by 14.7% during the 4th quarter. Beacon Pointe Advisors LLC now owns 152,009 shares of the energy company’s stock worth $1,788,000 after acquiring an additional 19,428 shares in the last quarter. Finally, Regal Partners Ltd acquired a new stake in shares of Kimbell Royalty during the 4th quarter worth about $1,329,000. 25.78% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Kimbell Royalty

Here are the key news stories impacting Kimbell Royalty this week:

• Positive Sentiment: Q4 beat — Kimbell reported GAAP EPS of $0.21 vs. consensus $0.14 and revenue of $82.45M (+23.7% y/y), with healthy net income and Adjusted EBITDA, demonstrating improving profitability. Kimbell Royalty Partners Announces Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Dividend increase — company raised the quarterly cash distribution to $0.37 (up ~5.7%), implying a ~10%+ yield and reinforcing Kimbell’s income appeal for yield-focused investors; ex‑dividend is mid‑March. Kimbell Royalty Partners Announces Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Balance‑sheet improvement — the firm extended and amended its secured revolving credit facility (commitments reaffirmed at $625M), lowered bank debt costs by ~35 bps and pushed maturity to Dec 2030, which reduces financing risk. Kimbell Royalty Partners Announces Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Operational stability and reserve growth — proved developed reserves rose ~8% y/y to a record ~73M Boe and full‑year 2026 production guidance was initiated essentially unchanged from 2025, supporting predictable cash flow. Kimbell Royalty Partners Announces Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Analyst support — TD Cowen reiterated a buy rating, citing resilient production, capital‑light reserve growth and an attractive free cash flow yield, which can support investor demand for the shares. Kimbell Royalty Partners: Resilient Production and Capital‑Light Reserve Growth Support Buy Rating and Compelling Free Cash Flow Yield
• Neutral Sentiment: Regulatory filing — Kimbell filed its 2025 Form 10‑K (routine disclosure) providing full financials and risk disclosures for investors to review. Kimbell Royalty Partners Announces Filing of 2025 Annual Report on Form 10‑K
• Neutral Sentiment: Earnings call coverage/transcripts — multiple transcripts and call highlights are available for detail on capital allocation, well development and payout ratio (useful for modeling but not new news). Kimbell Royalty Partners LP (KRP) Q4 2025 Earnings Call Highlights
• Negative Sentiment: Market reaction — despite the operational and financial positives, the stock is trading lower today, which may reflect short‑term profit taking, sector weakness or valuation repricing that investors should monitor.

About Kimbell Royalty

Kimbell Royalty Partners LP (NYSE: KRP) is a mineral and royalty company focused on acquiring and managing oil and natural gas royalty interests in the United States. As a master limited partnership, Kimbell Royalty generates fee-like revenues by collecting royalties and overriding royalty interests on production volumes, without directly bearing the capital or operating costs of drilling and completion activities. The partnership’s business model emphasizes steady cash flows and limited downside exposure to commodity price fluctuations.

The company’s asset portfolio spans multiple onshore basins, with a core concentration in Texas and New Mexico.