Dorchester Minerals

DMLP

時価総額 $14.9億

Dorchester reported a Q2 distribution of over $1.27 per unit, although it would have been around $0.96 without the settlement payment. Dorchester's Q3 distribution benefits by $0.07 per unit from its recent Williston Basin acquisition. Dorchester's Q4 distribution should be boosted by oil prices near $100.

Dorchester Minerals offers a forward yield above 17% and remains a compelling income play, supported by robust Q2 results and a pristine balance sheet. Q2 2026 saw net income surge 150% year-over-year, with distributions boosted by a one-time Midland County settlement; normalized payouts remain strong. Recent insider buying and a Williston Basin acquisition reinforce confidence in DMLP's strategy of debt-free, unhedged growth via unit-funded mineral deals.

Harley-Davidson (HOG), Dorchester Minerals (DMLP), and DHT Holdings (DHT) are highlighted as top portfolio picks amid September and midterm election volatility. HOG benefits from strong institutional accumulation, consecutive earnings beats, rising EPS, and aggressive buybacks, though outperformance may moderate after a 48% six-month gain. DMLP leverages CFO insider buying, robust YTD returns, and dollar weakness, with high dividends and accumulation supporting its defensive appeal in volatile markets.

Dorchester Minerals, L.P. remains a Buy, offering a debt-free, high-yield royalty play with strong management and attractive valuation. DMLP reported robust Q2 results, with $56.08M in revenue, $0.62 EPS, and $88.13M H1 cash flow, supported by a $15.5M legal settlement. Despite macro risks and oil price volatility, DMLP's fortress balance sheet and recent Williston Basin acquisition position it for continued income and potential re-rating.

The August 2026 'Dividend Dogs' of the Russell 2000 & 3000 highlight 35 'safer' stocks with dividends from $1K invested exceeding their share price. Top ten SML Russell MHFS stocks project an average 36.10% net gain by August 2027, with estimated yields ranging from 7.7% to 33.95%. All top-ten SML Russell MHFS are currently 'fair-priced,' with prices below projected annual dividends from $1K invested, supporting the dogcatcher contrarian strategy.

Dorchester Minerals, L.P. is an O&G royalty play that gets most of its revenues from oil-linked sales. Falling oil prices due to rising inventories and demand losses are a headwind. The Williston Basin acquisition diversifies royalty streams and lifts near-term sales, though long-term organic growth is limited.

DALLAS, Aug. 06, 2026 (GLOBE NEWSWIRE) -- Dorchester Minerals, L.P. (the “Partnership”) (NASDAQ-DMLP) announced today the Partnership's net income for the quarter ended June 30, 2026 of $30,871,000, or $0.62 per common unit.

DALLAS, Aug. 03, 2026 (GLOBE NEWSWIRE) -- Dorchester Minerals, L.P. (the “Partnership”) (NASDAQ-DMLP) announces today the closing of the previously announced acquisition of mineral and royalty interests totaling approximately 3,100 net royalty acres located in five counties across the Williston Basin in North Dakota.

Dorchester Minerals is upgraded to STRONG BUY, driven by a record quarterly distribution and robust forward yield prospects. DMLP's Q2 2026 distribution reached $1.27/unit, the highest in company history, with a forward yield potentially exceeding 13%. The debt-free Williston Basin acquisition diversifies geographic exposure, adds cash flow, and maintains a strong balance sheet despite minor dilution.

DALLAS, July 23, 2026 (GLOBE NEWSWIRE) -- Dorchester Minerals, L.P. (NASDAQ:DMLP) announced today the Partnership's second quarter 2026 cash distribution.