Kimbell Royalty Partners

KRP

Market cap $1.45B

The oil market continues to underestimate geopolitical risk and overestimates global supply resilience, creating opportunities for strategic investors. U.S. Strategic Petroleum Reserve levels have fallen to near-historic lows, heightening the risk of supply shocks and supporting higher oil prices. We discuss three picks with yields of up to 11%, well-positioned to benefit from sustained oil price strength.

FORT WORTH, Texas, June 22, 2026 /PRNewswire/ -- Kimbell Royalty Partners, LP (NYSE: KRP) ("Kimbell" or the "Company"), a leading owner of oil and gas mineral and royalty interests in over 17 million gross acres in 28 states, today announced that it has closed the previously announced purchase of mineral and royalty interests (the "Acquired Assets") held by Mesa Royalties (portfolio companies of funds managed by NGP), in a cash and unit transaction valued at approximately $145.9 million1 (the "Acquisition").  The purchase price for the Acquisition was comprised of $44.0 million in cash (approximately 30% of the total consideration) and approximately 6.9 million newly issued common units of Kimbell Royalty Operating, LLC ("OpCo") valued at $101.9 million.

Kimbell Royalty Partners LP continues to deliver robust returns and maintains a buy rating despite valuation nearing its updated target price of $17.34. KRP's asset-light, low-cost model and expanding Permian Basin exposure underpin resilience amid oil and gas market volatility and commodity price swings. Stable production volumes, expanding acreage, and prospective natural gas demand from data centers support KRP's long-term growth outlook.

FORT WORTH, Texas, June 10, 2026 /PRNewswire/ -- Kimbell Royalty Partners, LP (NYSE: KRP) ("Kimbell"), a leading owner of oil and natural gas mineral and royalty interests in more than 133,000 gross wells across 28 states, today announced that it will release its second quarter 2026 financial results on Friday, August 7, 2026, before the market opens. Kimbell will also declare its second quarter 2026 distribution concurrent with this release.

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Kimbell is making a $147 million Permian Basin acquisition of mineral and royalty interests, with the consideration roughly 30% cash and 70% equity. It expects forward-year production of 1,390 BOEPD (54% oil) from those assets. This adds around 9% to its oil production. Kimbell's unit count is increasing by approximately 6% from the deal, and its distributable cash flow may increase by around 1% per unit.

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HIGHLIGHTS Expected to be immediately accretive to distributable cash flow per unit1 Transaction expected to be funded with approximately 70% newly issued OpCo units directly to seller and 30% cash Targeted oil and natural gas mineral and royalty interests located across the Permian Basin, with over 2,300 gross producing wells and over 600 undeveloped locations Estimated $23.3 million of NTM cash flow at strip pricing as of May 15, 20262 FORT WORTH, Texas, May 19, 2026 /PRNewswire/ -- Kimbell Royalty Partners, LP (NYSE: KRP) ("Kimbell" or the "Company"), a leading owner of oil and gas mineral and royalty interests in over 17 million gross acres in 28 states, today announced that it has agreed to acquire mineral and royalty interests ("acquired assets") from Mesa Royalties (portfolio companies of funds managed by NGP), in a cash and unit transaction valued at approximately $147.0 million3, subject to purchase price adjustments and other customary closing adjustments (the "Acquisition").  The purchase price for the Acquisition is comprised of $44.0 million in cash (approximately 30% of the total consideration) and approximately 6.9 million newly issued common units of Kimbell Royalty Operating, LLC ("OpCo") valued at $103.0 million.

[key points] Oil is back in the headlines, and royalty trusts are quietly soaking up the rebound.

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