Core Natural Resources (NYSE:CNR) Announces Earnings Results, Beats Estimates By $0.13 EPS

Core Natural Resources (NYSE:CNR) announced its earnings results on Thursday. The energy company reported $0.41 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.28 by $0.13, FiscalAI reports. The firm had revenue of $899.48 million during the quarter, compared to analyst estimates of $1.06 billion. Core Natural Resources had a negative net margin of 1.49% and a negative return on equity of 1.69%. Core Natural Resources’s revenue was up 94.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $3.39 EPS.

Core Natural Resources Price Performance

Shares of NYSE:CNR traded down $3.60 during trading hours on Friday, hitting $84.96. 737,363 shares of the company’s stock traded hands, compared to its average volume of 841,404. The company’s fifty day simple moving average is $94.78 and its two-hundred day simple moving average is $90.04. The company has a market cap of $4.31 billion, a price-to-earnings ratio of -69.64 and a beta of 0.14. The company has a debt-to-equity ratio of 0.11, a quick ratio of 1.15 and a current ratio of 1.70. Core Natural Resources has a 52 week low of $63.36 and a 52 week high of $114.80.

Core Natural Resources Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, June 12th. Stockholders of record on Friday, May 29th will be given a dividend of $0.10 per share. The ex-dividend date is Friday, May 29th. This represents a $0.40 annualized dividend and a dividend yield of 0.5%. Core Natural Resources’s dividend payout ratio (DPR) is -13.29%.

Trending Headlines about Core Natural Resources

Here are the key news stories impacting Core Natural Resources this week:

• Positive Sentiment: Core Natural Resources beat first-quarter profit estimates, reporting $0.41 per share versus the consensus $0.29, while net income was $21.0 million and adjusted EBITDA came in at $179.9 million. Core Natural Resources Reports First Quarter 2026 Results
• Positive Sentiment: The company generated $119.4 million in operating cash flow and $55.5 million in free cash flow, and returned $47.0 million to shareholders, which supports the investment case for income and capital returns. Core Natural Resources Reports First Quarter 2026 Results
• Neutral Sentiment: The company raised its 2026 contracted High CV Thermal volume outlook to 29.1 million tons and expects another $100 million of insurance proceeds in the second quarter, which could help future results if realized. Core Natural Resources expects another $100M of insurance proceeds in 2Q while lifting 2026 contracted High CV Thermal volume to 29.1M tons
• Negative Sentiment: Revenue came in below analyst expectations at $899.5 million versus the $1.06 billion consensus, and earnings fell sharply from $3.39 per share in the same quarter last year, which may be weighing on sentiment. Core Natural Resources’s (NYSE:CNR) Q1 CY2026 Earnings Results: Revenue In Line With Expectations

Insider Buying and Selling

In other Core Natural Resources news, Director Richard A. Navarre sold 6,000 shares of Core Natural Resources stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $91.70, for a total value of $550,200.00. Following the transaction, the director owned 18,034 shares in the company, valued at approximately $1,653,717.80. The trade was a 24.96% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CAO John Rothka sold 1,000 shares of Core Natural Resources stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $97.66, for a total transaction of $97,660.00. Following the completion of the transaction, the chief accounting officer owned 5,190 shares in the company, valued at approximately $506,855.40. This trade represents a 16.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 51,560 shares of company stock worth $5,118,890 in the last ninety days. 2.49% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Core Natural Resources

Several large investors have recently modified their holdings of CNR. Royal Bank of Canada acquired a new position in shares of Core Natural Resources in the 1st quarter worth $2,037,000. AQR Capital Management LLC purchased a new stake in shares of Core Natural Resources during the first quarter valued at $796,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. purchased a new stake in shares of Core Natural Resources during the first quarter valued at $2,413,000. NewEdge Advisors LLC acquired a new position in shares of Core Natural Resources in the 1st quarter valued at $1,223,000. Finally, United Services Automobile Association acquired a new position in shares of Core Natural Resources in the 1st quarter valued at $256,000. 86.54% of the stock is owned by institutional investors.

Analysts Set New Price Targets

CNR has been the subject of a number of research analyst reports. B. Riley Financial reaffirmed a “buy” rating on shares of Core Natural Resources in a research note on Thursday, April 30th. UBS Group raised their price objective on shares of Core Natural Resources from $109.00 to $115.00 and gave the company a “buy” rating in a research note on Tuesday, March 24th. Zacks Research raised Core Natural Resources from a “strong sell” rating to a “hold” rating in a report on Monday, April 20th. Wall Street Zen upgraded Core Natural Resources from a “sell” rating to a “hold” rating in a research report on Saturday. Finally, Weiss Ratings upgraded Core Natural Resources from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Wednesday. Four investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $116.67.

Core Natural Resources Company Profile

Core Natural Resources, Inc, together with its subsidiaries, produces and sells bituminous coal in the United States and internationally. It operates through two segments, Pennsylvania Mining Complex (PAMC) and CONSOL Marine Terminal. The company’s PAMC segment engages in the mining, preparing, and marketing of bituminous coal to power generators, industrial end-users, and metallurgical end-users. This segment includes the Bailey Mine, the Enlow Fork Mine, the Harvey Mine, and the central preparation plant.