Core Natural Resources cut at UBS, seeing improving performance but modest leverage (CNR:NYSE)
UBS has downgraded Core Natural Resources (CNR) from Buy to Neutral, setting a $105 price target. The downgrade is attributed to limited valuation upside after the stock's strong recent performance, despite acknowledging improving operational performance.
Core taps Mitesh Thakkar for expanded role overseeing operations, strategy
Core Natural Resources has appointed Mitesh Thakkar to an expanded role overseeing operations and strategy. This move is part of a succession plan for the coal producer, which employs over 2,000 people. The article was published on August 19, 2026.
Core Natural Resources Expands Mitesh Thakkar’s Role, Names Nathan Tucker CFO
Core Natural Resources Inc. (NYSE: CNR) has expanded President Mitesh Thakkar’s responsibilities to include day-to-day oversight of the coal producer’s primary operating functions. Concurrently, Nathan Tucker has been named Chief Financial Officer, succeeding Thakkar, as part of a long-term executive succession plan initiated after the company’s formation in 2025. These changes aim to further separate operating and financial responsibilities and leverage the deep institutional knowledge of both executives to drive future value for stockholders.
Core Natural Resources (NYSE: CNR) taps new CFO with $400K base pay
Core Natural Resources (NYSE: CNR) has appointed Nathan Tucker as its new Senior Vice President and Chief Financial Officer, effective immediately. Tucker, previously Core's VP of finance, will receive an annual base salary of $400,000, along with significant short-term and long-term incentive opportunities. Mitesh Thakkar, the former CFO, will continue as President and assume an expanded role overseeing the company's primary operating functions as part of a long-term succession plan.
Core Natural Resources Advances its Executive Succession Plan
Core Natural Resources (NYSE: CNR) announced an executive succession plan, expanding the role of its president, Mitesh Thakkar, to oversee day-to-day operations including strategy, marketing, and logistics. Concurrently, Nathan Tucker has been appointed as the new senior vice president and chief financial officer. These changes are effective immediately and are part of the company's long-term succession process, aiming to drive future value for stockholders.
The Bull Case For Core Natural Resources (CNR) Could Change Following Profit Return And Aggressive Buybacks – Learn Why
Core Natural Resources (CNR) reported a return to profit in Q2 2026 with sales of US$1,141.01 million and net income of US$126.47 million, along with a US$0.10 quarterly dividend and significant share buybacks. While this strengthens the near-term investment case through increased cash generation and shareholder distributions, the long-term structural risks associated with climate policy and decarbonization for its coal-focused business remain. Investors should consider how these recent financial improvements balance against the ongoing challenges to coal demand and regulatory pressures.
The Bull Case For Core Natural Resources (CNR) Could Change Following Profit Return And Aggressive Buybacks – Learn Why
Core Natural Resources (CNR) reported a significant turnaround in Q2 2026, moving from a net loss to a net income of US$126.47 million, with sales reaching US$1,141.01 million. The company also confirmed a US$0.10 quarterly dividend and completed a US$329.21 million share buyback. This return to profitability and continued shareholder distributions could influence CNR's investment narrative, though long-term risks related to climate policy and decarbonization persist.
Bank of America Corp DE Sells 95,437 Shares of Core Natural Resources, Inc. $CNR
Bank of America Corp DE reduced its stake in Core Natural Resources, Inc. (NYSE:CNR) by 23.9% in the first quarter, selling 95,437 shares and retaining 303,517 shares valued at approximately $31.8 million. Other institutional investors like GeoSphere Capital Management LLC and Hosking Partners LLP increased their holdings. The company has a consensus "Buy" rating with a $112.50 price target, and recently reported strong quarterly earnings of $2.51 per share, significantly above estimates, along with a $0.10 quarterly dividend.
Core Natural Resources, Inc. (CNR) Stock Price, News, Quote & History
This Yahoo Finance page provides a comprehensive overview of Core Natural Resources, Inc. (CNR), including its current stock price, recent news headlines, and historical performance data. The company's stock closed at $93.49, down 1.54% on August 13, 2026. Recent news highlights include positive earnings estimates, a Q2 profit boost, and a dividend announcement.
Core Natural Resources (NYSE:CNR) Upgraded by Zacks Research to "Strong-Buy" Rating
Zacks Research has upgraded Core Natural Resources (NYSE:CNR) from a "hold" to a "strong-buy" rating. This upgrade comes as the company reported strong quarterly earnings, beating analyst estimates with an EPS of $2.51 and revenue of $1.14 billion. The stock opened at $94.76, with a market capitalization of $4.70 billion, and institutional investors hold a significant portion of its outstanding shares.
NewEdge Advisors LLC Has $3.41 Million Stock Holdings in Core Natural Resources, Inc. $CNR
NewEdge Advisors LLC significantly increased its stake in Core Natural Resources, Inc. (NYSE:CNR) by 112.3%, bringing its total holdings to 32,523 shares valued at approximately $3.41 million. This increase contributes to the substantial 86.54% institutional ownership in the company. Core Natural Resources reported strong quarterly earnings, exceeding analyst expectations, and declared a quarterly dividend of $0.10 per share.
Core Natural Resources, Inc. 2026 Q2 - Results - Earnings Call Presentation (NYSE:CNR) 2026-08-10
Core Natural Resources, Inc. (NYSE:CNR) published its Q2 2026 earnings call presentation on August 10, 2026. The company reported an EPS of $2.62, beating estimates by $2.08, and revenue of $1.14 billion, surpassing expectations by $21.69 million with a 3.51% year-over-year increase. This presentation was released in conjunction with their earnings call.
Why Core Natural Resources (CNR) Is Up 12.2% After Insurance‑Boosted Profit Swing And Capital Returns
Core Natural Resources (CNR) reported strong Q2 2026 results, swinging to a net income of US$126.47 million, largely due to a US$125.40 million insurance recovery. The company also announced updated full-year sales volume guidance, an ongoing dividend, and completed a share repurchase program. This has positively impacted its profitability and capital return story, though the long-term investment narrative remains tied to coal demand and regulatory pressures.
Core Natural Resources, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Core Natural Resources, Inc. recently reported a significant beat on its earnings expectations, prompting analysts to revise their financial models and price targets for the company. The consensus estimate for next year's earnings has increased by 14%, reflecting renewed optimism. Despite recent stock volatility, analysts remain largely bullish on the company's future prospects, with an average price target indicating a substantial upside.
Coal demand poised for AI boom, says Core Natural Resources
Core Natural Resources Inc. anticipates a significant increase in U.S. thermal coal demand in the coming years, primarily due to the rising electricity needs of AI data centers and reindustrialization efforts. Despite a softened demand in Q2 2026, the company expects stronger market conditions in the second half of the year and improving long-term fundamentals, buoyed by the underutilized U.S. coal fleet and strengthening international demand. Core aims to capitalize on these opportunities while also preparing for a recovery in metallurgical coal markets.
Core Natural Resources, Inc. (NYSE:CNR) Given Consensus Rating of "Moderate Buy" by Brokerages
Core Natural Resources, Inc. (NYSE:CNR) has received a "Moderate Buy" consensus rating from six analysts, with an average 12-month price target of $112.50, significantly higher than its current stock price of $89.77. The company reported strong Q3 earnings of $2.51 per share, exceeding consensus estimates, and declared a quarterly dividend of $0.10 per share. Institutional investors and hedge funds hold a substantial 86.54% stake in the company.
Why Core Natural Resources (CNR) Is Up 12.2% After Insurance‑Boosted Profit Swing And Capital Returns
Core Natural Resources (CNR) saw a 12.2% stock increase following its Q2 2026 results, which included a swing to net income of US$126.47 million, significantly boosted by a US$125.40 million insurance recovery. The company also announced an ongoing dividend and completed a substantial share repurchase program. This profitability surge, combined with updated sales volume guidance, aims to strengthen its investment narrative despite ongoing concerns about coal demand and regulatory pressures.
Core Natural Resources (CNR) Stock Faces P E Doubts After Profit Rebound
Core Natural Resources (CNR) saw its stock slip despite a strong Q2 2026 earnings rebound, returning to profitability with US$2.51 EPS and US$126.5m net income. The market's muted reaction is attributed to the stock's elevated P/E ratio of 45.1x, creating a tug-of-war between valuation anxiety and solid financial performance, including an insurance settlement and free cash flow. Both bullish and bearish arguments are presented, highlighting the company's contract coverage and capital returns versus concerns over reliance on one-off items and potential cost struggles.
Core Natural Resources (CNR) Is Up 12.2% After Leer South Insurance Boost Drives Q2 Profitability - What's Changed
Core Natural Resources (CNR) saw a 12.2% stock increase following its Q2 2026 results, driven by a significant US$125.40 million Leer South insurance recovery which helped swing the company back to profitability. The company also declared a US$0.10 per share dividend, updated sales volume guidance, and completed a share repurchase program. While the insurance recovery boosted near-term earnings, the article notes that long-term concerns about coal demand and decarbonization persist.
Core Natural Resources (NYSE:CNR) Posts Quarterly Earnings Results, Beats Expectations By $1.91 EPS
Core Natural Resources (NYSE:CNR) announced its quarterly earnings, reporting an EPS of $2.51, significantly beating the consensus estimate of $0.60. The company also surpassed revenue expectations, bringing in $1.14 billion against an estimated $1.11 billion. Additionally, Core Natural Resources declared a quarterly dividend of $0.10 per share, and analysts maintain a "Moderate Buy" rating with a $112.50 price target despite some recent rating adjustments.
Core Natural Resources, Inc. 2026: Revenue $1.14B, EPS $2.51— 10-Q Summary
Core Natural Resources, Inc. (CNR) reported strong financial results for the quarter ended 2026, with revenue reaching $1.14 billion and diluted EPS at $2.51. This performance was driven by improvements in metallurgical and high CV thermal segments, increased terminal throughput, and a significant recovery in net income compared to the prior year. The company's business highlights included growth in key segments, increased Core Marine Terminal throughput, and improved coking-coal pricing.
Earnings call transcript: Core Natural Resources posts strong Q2 2026 profit jump
Core Natural Resources reported a significant profit jump in Q2 2026, with net income rising to $126 million from $21 million in Q1, primarily boosted by a $155 million insurance settlement related to the Leer South mine and reduced operating costs. The company achieved $1 billion in liquidity and returned $68 million to shareholders, expressing intentions for heavier share repurchases in the second half of the year. Management emphasized a focus on operational excellence, cost control, and strategic capital allocation, alongside growth in its Core Innovations platform.
FMR LLC and Abigail Johnson report 5.7% Core Natural Resources (CNR) ownership
FMR LLC and Abigail P. Johnson have reported a beneficial ownership of 5.7% in Core Natural Resources Inc. (CNR), according to a Schedule 13G/A SEC filing. FMR LLC holds sole voting power over 2,894,287.00 shares and sole dispositive power over 2,895,835.35 shares, while Abigail P. Johnson also has sole dispositive power over 2,895,835.35 shares but no voting power. The filing indicates that while other persons may have rights to dividends or sale proceeds, no single person's interest exceeds five percent of the total outstanding common stock.
Press Release: Core Natural Resources Reports Second Quarter 2026 Results
This article is a press release from Core Natural Resources reporting their second-quarter 2026 results. Without the actual content, a detailed summary is not possible, but it would typically cover key financial and operational highlights.
Core Natural Resources: A Stellar Q2 And The Stock Remains Cheap (NYSE:CNR)
Core Natural Resources (CNR), formed from the merger of Arch Resources and CONSOL Energy, is rated a buy due to its attractive valuation and robust shareholder returns. The company reported a strong Q2 2026 adjusted EBITDA of $324M and projects $1.0–1.1B annually, leading to a compelling EV/EBITDA of ~4. CNR continues aggressive shareholder distributions, returning 75% of free cash flow via dividends and buybacks, and has reduced its share count by 8% post-merger.
Core Natural Resources (CNR) Q2 Earnings and Revenues Beat Estimates
Core Natural Resources (CNR) reported Q2 earnings of $0.55 per share, significantly beating the Zacks Consensus Estimate of $0.37 and reversing a loss from the prior year. The company's revenues for the quarter also surpassed expectations, reaching $1.14 billion against an estimate of $1.09 billion. Despite these strong results, CNR's stock has underperformed the S&P 500 year-to-date, with its future performance likely tied to management's commentary and ongoing earnings estimate revisions.
Core Natural Resources’s (NYSE:CNR) Q2 CY2026 Sales Beat Estimates
Core Natural Resources (NYSE:CNR), a coal producer, reported Q2 CY2026 results that surpassed market expectations, with sales growing 3.5% year-on-year to $1.14 billion and GAAP profit of $2.51 per share significantly beating analyst estimates. Despite impressive revenue growth over the last five years and solid free cash flow generation, the company's EBITDA margin decreased by 9.2 percentage points over the last year, raising questions about its expense management. The stock traded up 4.1% immediately after the earnings release.
Core Natural Resources Reports Second Quarter 2026 Results
Core Natural Resources reported net income of $126 million and adjusted EBITDA of $324 million for the second quarter of 2026, generating $250 million in operating cash flow and $148 million in free cash flow. The company improved per-ton costs and operating margins in its thermal and metallurgical segments, secured 16 million tons of new sales commitments, and completed a $155 million insurance claim settlement. Core returned $68 million to stockholders during the quarter, bringing total returns to $360 million since February 2025.
Core Natural Resources earnings on deck after rough Q1
Core Natural Resources Inc. is scheduled to report its second-quarter earnings, with analysts expecting improved performance compared to the first quarter. Investors will focus on whether the company can meet earnings expectations, its coal pricing and volume dynamics, and free cash flow generation. The report will also provide insights into the progress and synergy realization following the merger of CONSOL Energy and Arch Resources.
The Manufacturers Life Insurance Company Acquires 59,683 Shares of Core Natural Resources, Inc. $CNR
The Manufacturers Life Insurance Company significantly increased its stake in Core Natural Resources, Inc. (NYSE:CNR) during the first quarter of 2026, acquiring 59,683 additional shares and bringing its total holdings to 85,770 shares valued at $8.98 million. Other institutional investors also expanded their positions in the energy company, which reported strong quarterly earnings of $0.41 per share, surpassing estimates, and a 94.7% year-over-year revenue increase to $899.48 million. Despite mixed analyst recommendations, Core Natural Resources maintains a "Moderate Buy" consensus rating with a price target of $112.50.
Earnings To Watch: Core Natural Resources (CNR) Reports Q2 Results Tomorrow
Core Natural Resources (CNR) is scheduled to report its Q2 earnings tomorrow before market open. The company met revenue expectations last quarter and analysts anticipate a 1.8% year-on-year revenue growth for the upcoming report. Investors will be watching how CNR performs compared to peers in the mixed or offshore upstream e&p segment.
Sei Investments Co. Has $7.07 Million Stake in Core Natural Resources, Inc. $CNR
Sei Investments Co. has significantly increased its stake in Core Natural Resources, Inc. by 78.3% in the first quarter, now holding 67,457 shares valued at approximately $7.07 million. Institutional investors collectively own 86.54% of the company. Despite beating EPS estimates in Q1, the company's revenue fell short of analysts' forecasts, and its stock currently trades well below its 12-month high, though analysts maintain a "Moderate Buy" consensus with an average price target of $112.50.
Wealth High Governance Capital Ltda Makes New Investment in Core Natural Resources, Inc. $CNR
Wealth High Governance Capital Ltda has made a new investment in Core Natural Resources, Inc. (NYSE:CNR), acquiring 42,071 shares valued at approximately $4.4 million, representing 1.3% of its portfolio. This comes as institutional ownership in CNR remains high at 86.54%, with other major firms also increasing their positions. Analysts have a "Moderate Buy" consensus rating for CNR with a target price of $112.50, despite the company reporting a negative net margin.
Arrowstreet Capital Limited Partnership Makes New Investment in Core Natural Resources, Inc. $CNR
Arrowstreet Capital Limited Partnership has made a new investment in Core Natural Resources, Inc. (NYSE:CNR), acquiring 59,583 shares valued at approximately $6.24 million, giving it a 0.12% stake. Other institutional investors also initiated positions, bringing the total institutional ownership to 86.54%. Despite missing revenue estimates, Core Natural Resources reported stronger-than-expected EPS and maintains a "Moderate Buy" consensus rating from analysts with an average price target of $112.50.
Core Natural Resources, Inc. Revenue Breakdown – NYSE:CNR
Core Natural Resources, Inc. (NYSE: CNR) generated $4.16 billion USD in revenue last year, with its High Calorific Value Thermal segment contributing $2.21 billion USD. The majority of this revenue, $4.16 billion USD, came from the United States market. The article provides a breakdown of the company's performance by segments and geographic regions.
Core Natural Resources (CNR) Expected to Release Earnings on Thursday
Core Natural Resources (NYSE:CNR) is slated to release its quarterly earnings before the market opens on Thursday, August 6th. Analysts are forecasting earnings of $0.554 per share and revenue of $1.097 billion. The company reported $0.41 EPS in the prior quarter, exceeding estimates, with revenue up 94.7% year-over-year.
CNR PE Ratio & Valuation, Is CNR Overvalued
This article analyzes the valuation of Core Natural Resources Inc (CNR), stating it is currently in the "Fair" zone with a forward PE ratio of 9.62, compared to its five-year average of 10.79. The fair price for CNR is estimated between $70.43 and $115.62 based on a relative valuation method. While its P/B ratio and FCF yield show some deviations from historical averages, its P/S ratio of 0.91 is below the industry average, which seems unsustainable given its 6.57% revenue growth.
Core Natural Resources, Inc. Revenue Breakdown – SWB:C9X0
Core Natural Resources, Inc. (SWB:C9X0) generated 3.55 billion EUR in revenue last year, with its High Calorific Value Thermal segment contributing the most at 1.88 billion EUR. The United States was the primary regional contributor, accounting for the entire 3.55 billion EUR in revenue.
Core Natural Resources, Inc. Revenue Breakdown – MUN:C9X0
Core Natural Resources, Inc. (MUN:C9X0) generated €3.55 billion in revenue last year, primarily from its High Calorific Value Thermal segment, which accounted for €1.88 billion. The United States was the leading geographical contributor, generating €3.55 billion in revenue.
Energy Income Partners LLC Purchases 91,100 Shares of Core Natural Resources, Inc. $CNR
Energy Income Partners LLC increased its stake in Core Natural Resources Inc. (NYSE:CNR) by 68.9% in the first quarter, purchasing an additional 91,100 shares. Other institutional investors, including Vanguard Group Inc. and State Street Corp, also modified their holdings of the energy company. The article details recent analyst rating changes, stock performance, and dividend announcements for Core Natural Resources.
Core Natural Resources Inc (CNR) Cash Flow
This article provides a detailed cash flow statement for Core Natural Resources Inc (CNR), covering quarterly and annual data for operating, investing, and financing activities. It presents financial figures along with year-over-year percentage changes for various cash flow components. The piece also includes an FAQ section explaining different types of cash flow and answering common questions related to CNR's financial performance.
Core Natural Resources, Inc. Revenue Breakdown – LS:A40ZGW
Core Natural Resources, Inc. (A40ZGW) generated 3.55 billion EUR in revenue last year, with its High Calorific Value Thermal segment contributing 1.88 billion EUR. The United States was the primary revenue source, accounting for the entire 3.55 billion EUR last year.
Dimensional Fund Advisors LP Sells 13,337 Shares of Core Natural Resources, Inc. $CNR
Dimensional Fund Advisors LP has reduced its stake in Core Natural Resources Inc. by 1%, selling 13,337 shares but retaining a significant holding valued at $143.8 million. The company's stock trades at $83.34, with institutional investors owning 86.54%. Despite analysts having a "Moderate Buy" rating and an average price target of $112.50, recent earnings beat estimates on EPS but missed on revenue, while a quarterly dividend of $0.10 per share was declared.
Core Natural Resources Inc (CNR) Earnings Forecast: Future EPS & Revenue Growth Estimates
This article provides an earnings forecast for Core Natural Resources Inc (CNR), highlighting its current earnings forecast score of 8.40, ranking 1st in the Coal industry, and an average price target of $119.00 from five analysts. It also details expected revenue for the next quarter, past and future EPS performance, and notes a "Buy" recommendation from analysts. The report emphasizes that this information is not trading advice and encourages users to conduct their own analysis.
Core Natural Resources, Inc. Revenue Breakdown – TRADEGATE:C9X0
Core Natural Resources, Inc. (TRADEGATE:C9X0) generated €3.55 billion in revenue last year. The High Calorific Value Thermal segment was the top-performing segment, contributing €1.88 billion. The United States was the largest geographical contributor, accounting for all €3.55 billion of the company's revenue in the last year.
CNR|Core Natural Resources Inc|Price:83.130|Chg%:-3.400
This article provides a detailed financial overview and analyst ratings for Core Natural Resources Inc (CNR), highlighting its strong fundamentals, high growth, and high dividend payments despite a recent turn to loss. Analysts currently rate CNR as a "Buy" with a target price of $108.20. The company is a producer of metallurgical and high calorific value thermal coals, with significant institutional ownership including David Einhorn.
A Look at Core Natural Resources Inc (CNR) After 3.9% Decline -- GF Value $96.00 vs Price $83.20
Core Natural Resources Inc (CNR) experienced a 3.9% decline, with its shares falling to $83.20. Despite this, GuruFocus' GF Value™ indicates the stock is modestly undervalued at $96.00, suggesting a potential buying opportunity with a GF Score™ of 81/100. However, the company's current forward P/E ratio is significantly higher than its historical average, and there have been no insider transactions in the last three months, which may warrant caution from investors.
Core Natural Resources to report Q2 2026 results on August 6
Core Natural Resources, Inc. (NYSE: CNR) will announce its Q2 2026 financial results on August 6, 2026, followed by an investor conference call at 10:00 a.m. ET. This report will be the first full quarterly update since the merger of CONSOL Energy and Arch Resources in January 2025. The company will discuss its operational performance and post-merger integration for its coal production assets.
Core Natural Resources to Announce Second Quarter 2026 Results on August 6
Core Natural Resources, Inc. (NYSE: CNR) will discuss its second quarter 2026 financial results on an investor conference call on Thursday, August 6, 2026, at 10:00 a.m. Eastern time. The earnings release will be distributed via PR Newswire before the market opens on August 6 and will be posted to the company's website. Core Natural Resources is a world-class producer of metallurgical and thermal coals, formed in January 2025 by the merger of CONSOL Energy and Arch Resources.
Core Natural Resources will webcast its Q2 earnings call Aug. 6
Core Natural Resources (NYSE: CNR) is scheduled to announce its second-quarter 2026 financial results on Thursday, August 6, 2026. The company will also host an investor conference call at 10:00 a.m. Eastern time to discuss these results. Investors can access the call via phone or webcast, with replay options available on the company's website.
