Reviewed listing: NYSE:KRP · Analysis dated Oct 22, 2026
It has not been confirmed whether the basis of this analysis still holds today. Read it as a dated earlier assessment; it does not establish a current buying opportunity.
How does the company make money?
Kimbell owns mineral and royalty interests in oil and gas properties. Operators pay a share of their production revenue; Kimbell generally does not operate the wells itself. The security traded on the NYSE represents an interest in a limited partnership.
What supports the business?
Production reached 25.830 barrels of oil equivalent per day in the second quarter. The diversified portfolio of rights generated significantly higher revenue and available distribution capital at higher oil prices.
What could improve?
Additional rights and new drilling by operators could increase revenue. However, what matters for each individual stake is what remains after interest, preferred rights, dilution, and the replacement of depleted reserves.
How is the stock price assessed?
This assessment refers to the analysis and its quoted price shown here. It is not a live quote or a personal recommendation to buy.
16.44 USD are above my cautious ceiling of 15 USD. This is based on a long-term annual distribution of 1.80 USD and a required return of 12%. The high current payout is not a guaranteed fixed interest payment.
What is the main risk?
Oil and gas prices and production volumes fluctuate. The acquisition completed in August and the preferred-share redemption planned for November increase financing and dilution risks.
What is the overall assessment?
Kimbell earns ongoing income from oil and gas rights. The distribution is high, but commodity prices, new debt and additional units limit its security; somewhat expensive at the saved price.
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Already have an account? Sign inSources used in the analysis
- Original source 1 · api-v4.fcsapi.com · Oct 21, 2026
- Original source 2 · www.sec.gov · Oct 16, 2026
- Original source 3 · www.sec.gov · Aug 24, 2026
- Original source 4 · www.sec.gov · Aug 07, 2026
- Original source 5 · www.sec.gov · Jul 17, 2026
- Original source 6 · www.sec.gov · Jun 23, 2026
- Original source 7 · www.sec.gov · Aug 07, 2026
- Original source 8 · kimbellrp.investorroom.com · Aug 07, 2026
- Original source 9 · data.sec.gov · Oct 22, 2026