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Kimbell Royalty Partners (KRP) Stock Analysis

Breakout setup

SellVALUE-TRAP 1/5Moderate Confidence

Energy · Oil & Gas E&P

Earnings in 6 days (2026-05-07). Expect elevated volatility around the report — consider waiting for post-earnings price action before new entries.

Sell if holding. At $15.28, A.R:R 0.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Commodity: oil revenues (62.0%); Concentration risk — Geographic: Permian Basin and Mid-Continent (54.0%).

Kimbell Royalty Partners is a Delaware LP owning mineral and royalty interests across ~12.3M gross acres and ORRIs across ~4.7M gross acres in 28 U.S. states. Revenue from royalty payments on oil (62%), natural gas (25%), and NGLs (13%) from ~1,300 active operators.

$15.28+1.4% A.UpsideScore 5.5/10#22 of 37 Oil & Gas E&P
Stop $14.71Target $15.49(analyst − 13%)A.R:R 0.1:1
Analyst target$17.80+16.5%5 analysts
$15.49our TP
$15.28price
$17.80mean
$14
$23

Sell if holding. At $15.28, A.R:R 0.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Commodity: oil revenues (62.0%); Concentration risk — Geographic: Permian Basin and Mid-Continent (54.0%). Chart setup: Golden cross, above all MAs, RSI 67, MACD bullish. Score 5.5/10, moderate confidence.

Passes 5/7 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear). Fails on favorable risk/reward ratio and earnings proximity 6d<=7d. Suitability: aggressive.

Thesis

Rewards
Strong earnings beat streak (3/4)
Risks
Concentration risk — Commodity: oil revenues (62.0%)
Concentration risk — Geographic: Permian Basin and Mid-Continent (54.0%)
Analyst target reached - limited upside remaining

Key Metrics

P/E (TTM)24.7
P/E (Fwd)21.0
Mkt Cap$1.7B
EV/EBITDA8.1
Profit Mgn28.3%
ROE12.2%
Rev Growth8.8%
Beta0.27
Dividend9.66%
Rating analysts11

Quality Signals

Piotroski F9/9

Options Flow

P/C0.14bullish
IV34%normal

Concentration Risks(10-K Item 1A)

  • HIGHCommodityoil revenues62%
    10-K Item 1: 'our oil, natural gas and NGL revenues were generated 62% from oil sales, 25% from natural gas sales and 13% from NGL sales'
  • HIGHGeographicPermian Basin and Mid-Continent54%
    10-K Item 1: 'approximately 54% of our aggregate acres located in the Permian Basin and Mid-Continent'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers·1 ceiling hit

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Value Rank
1.4
Growth Rank
5.4
Quality Rank
6.2

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Bollinger
0.5
Support Resistance
0.5
52w Position
9.9
GatesA.R:R 0.1 < 1.5@spotEARNINGS PROXIMITY 6d<=7dMomentum 6.4>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTSEMI CYCLE PEAK CLEARBreakoutSuitability: Aggressive
RSI
67 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $13.79Resistance $15.34

Price Targets

$15
$15
A.Upside+1.4%
A.R:R0.1:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (1.4% upside)
! Reward/Risk 0.1:1 at current price — below 1.5:1 minimum
! EARNINGS_PROXIMITY:6d<=7d

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-05-07 (6d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is KRP stock a buy right now?

Sell if holding. At $15.28, A.R:R 0.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Commodity: oil revenues (62.0%); Concentration risk — Geographic: Permian Basin and Mid-Continent (54.0%). Chart setup: Golden cross, above all MAs, RSI 67, MACD bullish. Prior stop was $14.71. Score 5.5/10, moderate confidence.

What is the KRP stock price target?

Take-profit target: $15.49 (+1.4% upside). Prior stop was $14.71. Stop-loss: $14.71.

What are the risks of investing in KRP?

Concentration risk — Commodity: oil revenues (62.0%); Concentration risk — Geographic: Permian Basin and Mid-Continent (54.0%); Analyst target reached - limited upside remaining.

Is KRP overvalued or undervalued?

Kimbell Royalty Partners trades at a P/E of 24.7 (forward 21.0). TrendMatrix value score: 6.0/10. Verdict: Sell.

What do analysts say about KRP?

11 analysts cover KRP with a consensus score of 3.6/5. Average price target: $18.

What does Kimbell Royalty Partners do?Kimbell Royalty Partners is a Delaware LP owning mineral and royalty interests across ~12.3M gross acres and ORRIs...

Kimbell Royalty Partners is a Delaware LP owning mineral and royalty interests across ~12.3M gross acres and ORRIs across ~4.7M gross acres in 28 U.S. states. Revenue from royalty payments on oil (62%), natural gas (25%), and NGLs (13%) from ~1,300 active operators.

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