Kimbell Royalty Partners Announces Q3 EPS of 19c, Down from 22c Last Year
Q3 Revenue Performance: Kimbell reported Q3 revenue of $80.6 million, surpassing the consensus estimate of $79.98 million.
Production Growth: The company achieved a run-rate daily production of 25,530 barrels of oil equivalent per day, with a 1% organic increase in production from Q2 to Q3 2025.
Operational Success: For the first nine months of 2025, Kimbell's production averaged 25,574 Boe per day, benefiting from the Boren acquisition and exceeding guidance expectations.
Future Outlook: CEO Robert Ravnaas expressed confidence in Kimbell's role as a consolidator in the oil and natural gas royalty sector, emphasizing the potential for long-term value for unitholders.
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- Earnings Release: Kimbell Royalty Partners is set to announce its Q4 2025 financial results on February 26, 2026, before market open, reflecting the company's ongoing commitment to transparency and shareholder communication.
- Distribution Declaration: Concurrent with the earnings release, Kimbell will declare its Q4 2025 distribution, which is expected to bolster investor confidence and attract more long-term investors.
- Conference Call Arrangement: The company has scheduled a conference call for the same day at 10:00 a.m. Central (11:00 a.m. Eastern) to provide real-time financial insights, enhancing engagement with investors.
- Replay Availability: A replay of the conference call will be available until March 5, ensuring that investors who cannot participate live can access key information, thereby improving information accessibility.

- Earnings Release Schedule: Kimbell Royalty Partners will announce its Q4 2025 financial results on February 26, 2026, before market open, which is expected to provide investors with critical financial data and operational performance insights.
- Distribution Declaration: Concurrent with the earnings release, Kimbell will declare its fourth-quarter distribution, further enhancing shareholder returns and demonstrating the company's commitment to sustained profitability.
- Conference Call Arrangement: The company plans to hold a conference call at 10:00 a.m. Central Time on the same day as the earnings release, allowing investors to dial in at 201-389-0869 to receive timely updates.
- Webcast Availability: The conference call will be broadcast live via Kimbell's Investor Relations website, with investors required to log in at least 10 minutes in advance to ensure smooth participation, thereby enhancing transparency and information sharing.

- Credit Facility Increase: Kimbell Royalty Partners successfully increased its credit facility from $750 million to $1.5 billion, enhancing the company's financing capabilities and further solidifying its market position in the oil and gas royalty sector.
- Cost of Capital Reduction: By reducing the pricing grid by 25 basis points and removing a 10 basis point credit spread adjustment, Kimbell improved its interest rate spreads by a total of 35 basis points, thereby lowering financing costs and enhancing financial flexibility.
- Borrowing Base Confirmation: Existing lenders unanimously reaffirmed the borrowing base and total commitments at $625 million, extending the maturity date to 2030, which ensures the company's financial stability over the next five years.
- Strategic Confidence Boost: Kimbell's President noted that the lenders' confidence reflects the quality and sustainability of the company's diversified asset base, further reinforcing its role as a leading consolidator in the oil and gas royalty sector.
- Credit Facility Expansion: Kimbell successfully completed its Fall 2025 credit redetermination, increasing its secured revolving credit facility from $750 million to $1.5 billion, significantly enhancing the company's financing capacity and financial flexibility.
- Borrowing Base Confirmation: Existing lenders unanimously reaffirmed a borrowing base and total commitments of $625 million, extending the maturity date from June 13, 2027, to December 16, 2030, ensuring funding stability for the company in the coming years.
- Capital Structure Optimization: This refinancing lowers borrowing costs, with Kimbell's CFO stating that it will further strengthen the company's capital structure and enhance its consolidation capabilities in the oil and gas royalty sector.
- Increased Market Confidence: The ongoing support from 16 banks reflects market confidence in Kimbell's diversified asset base, which is expected to drive the company's continued growth in the oil and gas industry.
Credit Facility Update: Kimbell Royalty Partners' lenders have reaffirmed the borrowing base and total commitments of its secured revolving credit facility at $625 million, extending the maturity to December 16, 2030.
Amendment Benefits: The recent amendment includes a reduction in the pricing grid to lower borrowing costs and the removal of a credit spread adjustment, enhancing financial flexibility.
Increased Credit Facility Size: The maximum size of the credit facility has been increased from $750 million to $1.5 billion, providing Kimbell with greater financial resources.
Market Reaction: Following the announcement, KRP's stock price remained stable at $11.5 after hours.







