Hallador Locks In $2.4 Billion Of Segment Revenue Through 2040 As 460MW Turtle Creek Budget Falls Below $800 Million
Hallador Energy has secured approximately $2.4 billion in contracted segment-level revenue through 2040, providing significant forward revenue visibility. Concurrently, the company has reduced the estimated cost of its proposed 460MW Turtle Creek Gas project to below $800 million, enhancing its projected capital economics and accelerating its targeted commercial operation date to the second half of 2028. This comes despite a challenging Q2 for its existing Merom generation operation, making the project's financing structure a critical consideration to minimize equity dilution.
Hallador Locks In $2.4 Billion Of Segment Revenue Through 2040 As 460MW Turtle Creek Budget Falls Below $800 Million
Hallador Energy has secured approximately $2.4 billion in contracted segment-level revenue extending through 2040 and has reduced the projected cost of its 460MW Turtle Creek Gas project to below $800 million. This strengthens the company's financial outlook and the capital economics of its generation platform. The company is evaluating financing options for the Turtle Creek project, aiming to minimize equity dilution while advancing towards a final investment decision.
Hallador Energy (HNRG) Q2 2026 Earnings Call Transcript
Hallador Energy reported Q2 2026 results, highlighting a net loss due to planned outages at its Merom plant but emphasized significant progress on its Turtle Creek Gas project. The company announced a reduced budget and expedited timeline for the Turtle Creek plant, targeting commercial operations by mid-2028, and stressed its strategy of contracting accredited capacity long-term while keeping energy commitments shorter-dated to capitalize on future market repricing. Management expressed confidence in future growth due to increasing demand, especially from data centers, and an improved financial outlook post-Merom upgrades.
Hallador Energy (NASDAQ:HNRG) Stock Rating Lowered by Wall Street Zen
Wall Street Zen has downgraded Hallador Energy (NASDAQ:HNRG) from a "sell" to a "strong sell" rating, with Zacks Research also issuing a "strong sell." Despite these downgrades, the overall analyst consensus remains a "Moderate Buy" with a $25.12 target price. Hallador Energy reported a quarterly loss of $0.32 per share, missing estimates, but revenue exceeded expectations, and company insiders have recently purchased 35,000 shares.
Hallador Energy Amends Credit Agreement to Add $10 Million EBITDA Add-Back
Hallador Energy (HNRG) has amended its credit agreement to include a $10 million EBITDA add-back, specifically for certain power purchase agreement exclusivity payments expected in Q2 2026. This amendment, made with Texas Capital Bank and other lenders, aims to increase the company's flexibility under its financial covenants. The change was formalized on August 11, 2026, and officially filed via an 8-K on August 14, 2026.
Hallador Energy Company (HNRG) revises EBITDA definition under amended credit facility
Hallador Energy Company (HNRG) has revised its Credit Agreement with Texas Capital Bank, amending the definition of EBITDA. This change allows HNRG to add back up to $10,000,000 in payments received from power purchase agreement exclusivity agreements during the fiscal quarter ended June 30, 2026. The modification is primarily for covenant calculation purposes within its existing credit facility.
Hallador Energy Amends Credit Agreement to Add $10 Million EBITDA Add-Back
Hallador Energy has amended its Credit Agreement to increase covenant flexibility by adding a $10 million EBITDA add-back. This amendment, agreed with Texas Capital Bank, allows for the inclusion of certain power purchase agreement exclusivity payments received in Q2 2026, capped at $10 million, providing additional headroom under financial covenants. The change became effective on August 11, 2026.
Zacks Research Downgrades Hallador Energy (NASDAQ:HNRG) to Strong Sell
Zacks Research has downgraded Hallador Energy (NASDAQ:HNRG) from a "hold" to a "strong sell" rating. Despite this, the broader analyst consensus for HNRG remains a "Moderate Buy" with an average price target of $25.12. The company recently reported a quarterly loss of $0.32 per share, missing estimates, although revenue exceeded expectations.
Q3 EPS Estimate for Hallador Energy Decreased by Analyst
Northland Securities has significantly cut its Q3 2026 EPS forecast for Hallador Energy (NASDAQ: HNRG) to a loss of $0.02 per share, down from a previous estimate of $0.29. This revision follows the company's recent earnings report where it missed consensus EPS estimates, reporting a loss of $0.32 per share against an expected loss of $0.12, despite exceeding revenue expectations. The firm also adjusted its full-year EPS forecasts for 2026 and 2027, while analysts maintain a "Moderate Buy" consensus for the stock.
Analysts Offer Insights on Utilities Companies: Hallador Energy Company (HNRG) and Algonquin Power & Utilities (AQN)
Analysts have provided insights into Hallador Energy Company (HNRG) and Algonquin Power & Utilities (AQN). Hallador Energy received a reiterated Buy rating with a $28.00 price target from Alliance Global Partners, while Algonquin Power & Utilities maintained a Hold rating with a $6.00 price target from TD Cowen. Both companies have a Moderate Buy consensus among analysts, with Hallador showing a significant upside potential.
Hallador Energy Co (HNRG) investor Becker reports 3.0% stake in Schedule 13G/A
Mark D. Becker, a Hallador Energy Co (HNRG) shareholder, has filed an amended ownership report (Schedule 13G/A) indicating a beneficial ownership of 1,437,573 shares, which constitutes 3.0% of the company's common stock. These shares are held across two trusts, The MDB Irrevocable Trust and The Mark D. Becker Living Trust, with Becker retaining sole voting and dispositive power over them. The filing confirms his ownership is less than 5% of the class, based on 47,143,357 shares outstanding as of August 6, 2026.
Hallador Energy (HNRG) Stock Faces Margin Squeeze As Merom Costs Bite
Hallador Energy (HNRG) reported a Q2 net loss of US$15.2 million, primarily due to high maintenance and purchased power costs at its Merom plant, leading to negative adjusted EBITDA. While the company is making progress on its Turtle Creek gas peaker project and has significant contracted revenue, the short-term financial performance raises concerns about reliability and cash strain, causing a slight dip in stock price. Investors are evaluating whether these setbacks are temporary or indicate a more persistent problem.
Hallador Energy Q2 Earnings Call Highlights
Hallador Energy (HNRG) reported a net loss in Q2 2026 due to planned and unplanned outages at its Merom power plant, impacting profitability despite increased capacity revenue and energy sales volume. Management highlighted progress on the proposed Turtle Creek natural gas generation project, with a reduced cost estimate and targeting commercial operation in H2 2028. The company's forward contracted revenue position has significantly expanded, driven by long-term agreements and anticipated demand from data-center development.
Hallador Energy Q2 Earnings Call Highlights
Hallador Energy reported a Q2 net loss of $15.2 million, down from a net income of $8.2 million in the prior-year period, primarily due to a 60-day scheduled maintenance outage at its Merom power plant. Despite the setback, the company highlighted progress on its proposed Turtle Creek natural gas generation project, with estimated costs reduced, and an expanding long-term contracted sales position totaling approximately $1.8 billion. Management expects improved generation volumes in Q3 and is exploring financing options for Turtle Creek without equity dilution.
Hallador Energy Co (HNRG) (Q2 2026) Earnings Call Highlights: Strategic Gas Project Advances ...
Hallador Energy (HNRG) reported a net loss of $15.2 million and negative adjusted EBITDA in Q2 2026, a significant decline from the prior year. Despite the financial setbacks, the company is progressing with its Turtle Creek natural gas project, reducing cost estimates to under $800 million and securing substantial forward capacity agreements totaling $2.4 billion. Management is focused on financing options to minimize equity dilution and expects improved generation volumes in Q3 after maintenance.
Hallador Energy (NASDAQ:HNRG) Announces Quarterly Earnings Results, Misses Estimates By $0.20 EPS
Hallador Energy (NASDAQ:HNRG) reported a quarterly EPS loss of $0.32, missing analyst estimates by $0.20, despite revenue of $101.51 million which exceeded expectations. Following the announcement, shares rose 7.6% to $15.88. Analysts maintain a "Moderate Buy" rating with a $26.62 price target, and insider buying activity was noted.
Hallador Energy (Nasdaq: HNRG) posts loss as outages hit power unit, pursues $350M turbine deal
Hallador Energy (HNRG) reported a net loss of $24.6 million for the first half of 2026, a significant drop from a net income of $18.2 million in the prior year, primarily due to outages at its Merom power plant and lower Electric Operations revenue. Despite higher coal pricing and volume, the Electric Operations segment's EBITDA drastically fell, and operating cash flow turned negative. The company is pursuing a $350 million turbine acquisition to support future capacity expansion, extending Merom's useful life to 2040, and maintains long-term revenue visibility through $2.37 billion in contracted revenue.
Dimensional Fund Advisors LP Has $16.66 Million Stock Holdings in Hallador Energy Company $HNRG
Dimensional Fund Advisors LP significantly increased its stake in Hallador Energy Company (NASDAQ:HNRG) by 12% in the first quarter, now holding over 1 million shares valued at approximately $16.66 million. Despite Hallador Energy missing analysts' consensus estimates for both EPS and revenue in its latest earnings report, institutional investors and hedge funds own a substantial 61.38% of the stock. Analyst sentiment remains "Moderate Buy" with a target price of $26.62, and company insiders have also increased their holdings.
Hallador Energy (HNRG.US) will release its earnings report after market close on August 10.
Hallador Energy (HNRG.US) is scheduled to release its earnings report after the market closes on August 10. This announcement provides investors with key information regarding the timing of the company's financial disclosure.
Arrowstreet Capital Limited Partnership Makes New $2.35 Million Investment in Hallador Energy Company $HNRG
Arrowstreet Capital Limited Partnership has made a new investment of $2.35 million in Hallador Energy Company, acquiring 144,438 shares. This makes Arrowstreet Capital an approximately 0.31% owner of HNRG, while institutional investors collectively own 61.38% of the company. Despite Hallador Energy missing its recent quarterly earnings estimates, analysts maintain a "Moderate Buy" consensus with an average price target of $26.62, and company insiders have also been purchasing shares.
Hallador Energy (HNRG.US) will release its earnings report after market close on August 10.
Hallador Energy (HNRG.US) is scheduled to release its earnings report after the market closes on August 10. Investors will be anticipating the financial results and any forward-looking statements from the company at that time.
(HNRG) Price Dynamics and Execution-Aware Positioning
This article analyzes Hallador Energy Company (NASDAQ: HNRG) using AI models, revealing weak sentiment across all horizons which supports a short bias. It details three trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis also provides a multi-timeframe signal breakdown and emphasizes an exceptional 66.0:1 risk-reward setup.
Bank of New York Mellon Corp Buys 79,229 Shares of Hallador Energy Company $HNRG
Bank of New York Mellon Corp increased its stake in Hallador Energy Company (NASDAQ:HNRG) by 24.8% in Q1, acquiring an additional 79,229 shares, bringing its total to 398,633 shares valued at approximately $6.49 million. Institutional investors now own 61.38% of HNRG, which has a "Moderate Buy" consensus rating from analysts with an average price target of $26.62. Despite Hallador Energy missing Q1 earnings estimates, company insiders have recently purchased shares, with directors acquiring 25,000 shares and insiders buying 35,000 shares worth $589,170 over the last 90 days.
Hallador Energy (HNRG) Expected to Post Earnings on Monday
Hallador Energy (HNRG) is anticipated to release its Q2 2026 earnings after market close on Monday, August 10th. Analysts project a loss of $0.12 per share on revenue of approximately $90.3 million. The company's previous quarter missed expectations, reporting a loss of $0.20 per share against an estimated $0.16 loss.
Analysts Are Bullish on Top Utilities Stocks: Vistra Corp (VST), Hallador Energy Company (HNRG)
Analysts are showing bullish sentiment towards Vistra Corp (VST) and Hallador Energy Company (HNRG) in the Utilities sector. UBS assigned a Buy rating to Vistra Corp with a $227 price target, while Northland Securities maintained a Buy rating on Hallador Energy with a $34 price target. Both companies are seen as having significant upside potential according to analyst consensus.
HNRG|Hallador Energy Co|Price:13.710|Chg%:-0.900
This article provides a comprehensive stock analysis of Hallador Energy Co (HNRG) from TradingKey. It highlights the company's healthy fundamentals, significant growth potential, and fair valuation within the Coal industry. Despite a recent weak stock market performance, the analysis indicates strong fundamentals and a sideways trading pattern, suggesting potential for range-bound swing trading.
Hallador Energy Co (HNRG) Technical Analysis: Support, Resistance, Indicators & Moving Averages
This article provides a technical analysis of Hallador Energy Co (HNRG), focusing on its support and resistance levels, various technical indicators, and moving averages. The stock's current price momentum score is 4.01, and it is trading between a resistance level of 17.05 and a support level of 13.29, suggesting potential for range-bound swing trading. Technical indicators show multiple sell signals, and moving averages from MA5 to MA200 also predominantly indicate a selling trend.
Hallador Energy Co (HNRG) Risk Assessment: Volatility, Financial Risk & Investment Risk
This article provides a risk assessment for Hallador Energy Co (HNRG), detailing its volatility, financial, and investment risks. The company currently has a risk assessment score of 4.53, ranking 3 out of 4 in the Coal industry, and its beta indicates it tends to underperform during upward markets but experiences smaller declines during downturns. The report includes various metrics such as beta, VaR, maximum drawdown, volatility, Sharpe Ratio, skewness, and liquidity measures to provide a comprehensive view of its investment risks.
Hallador Energy Company Schedules Second Quarter 2026 Conference Call for August 10, 2026 at 5:00 P.m. ET
Hallador Energy Company (NASDAQ: HNRG) has scheduled its Second Quarter 2026 financial results conference call for Monday, August 10, 2026, at 5:00 p.m. ET. The call will discuss earnings and provide an operational update. Participation details, including a webcast link, will be available through their website prior to the event.
BlackRock discloses 5.9% Hallador Energy stake (HNRG) in 13G filing
BlackRock, Inc. has filed a Schedule 13G, revealing a 5.9% beneficial ownership stake in Hallador Energy Company (HNRG), totaling 2,803,323 shares. This filing indicates that BlackRock's various business units hold these securities, with the firm exercising sole voting power over 2,757,343 shares and sole dispositive power over all 2,803,323 shares. No single client of BlackRock holds more than five percent of Hallador's outstanding common shares.
Hallador Energy Company Revenue Breakdown – NASDAQ:HNRG
Hallador Energy Company (NASDAQ:HNRG) reported total revenue of $469.47 million USD last year. The Electric segment was its top-performing segment, generating $314.27 million USD. The vast majority of its revenue, $469.47 million USD, came from the United States.
Empyrean Capital Partners LP Buys New Position in Hallador Energy Company $HNRG
Empyrean Capital Partners LP has acquired a new position in Hallador Energy Company (NASDAQ:HNRG), purchasing 500,000 shares valued at approximately $8.14 million during the first quarter, representing 1.06% of the company. Other institutional investors like MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. and Royal Bank of Canada also adjusted their stakes. The article also details recent analyst ratings, significant insider stock purchases by directors Charles Ray Iv Wesley and Daniel Timothy Hudson, and Hallador Energy's recent financial performance and corporate profile.
Hallador Energy Company (NASDAQ:HNRG) Receives Consensus Rating of "Moderate Buy" from Brokerages
Hallador Energy Company (NASDAQ:HNRG) has received a "Moderate Buy" consensus rating from seven brokerage firms, with an average 12-month price target of $26.63. Despite recently missing quarterly earnings and revenue estimates, the stock's price is currently $15.21. Insiders have recently purchased shares, and institutional investors hold a significant stake in the company.
Hallador Energy Company Schedules Second Quarter 2026 Conference Call for August 10, 2026 at 5:00 p.m. ET
Hallador Energy Company announced it will host a conference call on Monday, August 10, 2026, at 5:00 p.m. Eastern time to discuss its financial results for the second quarter ended June 30, 2026. Prior to the call, the company will report its results in a press release. Interested parties can submit questions in advance and the call will be broadcast live on the company's investor relations website.
Hallador Energy Will Take Questions on Q2 Results Aug. 10
Hallador Energy (NASDAQ: HNRG) has scheduled a conference call for Monday, August 10, 2026, at 5:00 p.m. Eastern Time to discuss its second-quarter financial results for the period ending June 30, 2026. Results will be released prior to the call, which will include a management Q&A session. Interested parties can submit questions in advance via email to the company's investor relations team.
Hallador Energy Company Schedules Second Quarter 2026 Conference Call for August 10, 2026 at 5:00 p.m. ET
Hallador Energy Company (Nasdaq: HNRG) has announced it will host a conference call on Monday, August 10, 2026, at 5:00 p.m. Eastern time to discuss its financial results for the second quarter ended June 30, 2026. The company will issue a press release with its results before the call, and interested parties can submit questions in advance. Hallador Energy operates as a vertically-integrated Independent Power Producer with a focus on coal mining and electricity generation in Indiana.
Hallador Energy Co (HNRG) Shareholder Structure: Major Shareholders & Institutional Holdings
This article details the shareholder structure of Hallador Energy Co (HNRG), identifying major shareholders and institutional holdings. It provides updated statistics on shareholder types, the proportion of shares held by various entities like Lubar & Co. Inc. and BlackRock, and a historical overview of institutional shareholding over several quarters. The report also lists related ETFs that include HNRG in their portfolios.
Hallador Energy Co (HNRG) Cash Flow
This article presents the cash flow statement for Hallador Energy Co (HNRG), detailing its operating, investing, and financing cash flows on quarterly and annual bases. It includes historical data and frequently asked questions explaining different types of cash flow and HNRG's performance in these areas. The data shows fluctuations in cash flow activities over various periods, along with specific figures for operating cash flow, capital expenditures, financing activities, and free cash flow in recent periods.
Hallador Energy Co (HNRG) Financial Health: Profitability & Balance Sheet Analysis
Hallador Energy Co (HNRG) has a robust financial status with a score of 6.67, ranking 2 out of 4 in the Coal industry, although its operating efficiency is average. The company's latest quarterly revenue was $101.81M, marking a 13.57% year-over-year decrease, and net profit saw a significant 193.41% year-over-year decrease. Key financial indicators such as cash and cash equivalents, total assets, and free cash flow have not yet been disclosed for the latest period.
Galaxy Digital Inc. Takes Position in Hallador Energy Company $HNRG
Galaxy Digital Inc. has acquired a new stake in Hallador Energy Company (NASDAQ:HNRG), purchasing 100,000 shares worth approximately $1.63 million in the first quarter. This investment makes Hallador Energy 0.1% of Galaxy Digital's holdings and represents 0.21% of Hallador's outstanding shares. Other institutional investors have also increased their positions, with institutional ownership now at 61.38%, showcasing continued institutional interest despite the company missing recent quarterly EPS and revenue estimates.
Hallador Energy Co (HNRG) Institutional Confidence
Hallador Energy Co (HNRG) has an institutional shareholding score of 7.00, placing it 3rd out of 4 in the Coal industry. Institutional shareholding proportion increased by 10.54% quarter-over-quarter to 79.72%, with Steven Cohen being the largest institutional shareholder. While many major holders like Orbis Investment Management and ALJ Investment Co LLC decreased their holdings, BlackRock Institutional Trust Company increased its stake.
(HNRG) as a Liquidity Pulse for Institutional Tactics
This article from Stock Traders Daily analyzes Hallador Energy Company (HNRG) for institutional trading tactics, highlighting a neutral near-term sentiment that could moderate mid-term weakness. It identifies exceptional risk-reward short setup opportunities and provides three AI-generated trading strategies: Position Trading, Momentum Breakout, and Risk Hedging, complete with entry, target, and stop-loss levels. The analysis also includes multi-timeframe signal analysis with support and resistance levels.
Monashee Investment Management LLC Makes New $1.47 Million Investment in Hallador Energy Company $HNRG
Monashee Investment Management LLC has made a new $1.47 million investment in Hallador Energy Company, acquiring 90,000 shares in the first quarter. This comes as Hallador Energy has also seen insider buying, with directors purchasing 35,000 shares worth $589,170. Analysts currently rate the stock as a "Moderate Buy" with an average price target of $26.62, despite a recent earnings miss.
Energy World Corporation Finalizes $350 Million Turbine Sale to Hallador Energy and Advances LNG Terminal Development
Energy World Corporation has announced a significant $350 million turbine sale agreement with Hallador Energy Company, which is expected to strengthen its financial standing. Concurrently, the company is nearing completion of its LNG terminal operations in the Philippines. These developments mark a strategic move aimed at enhancing its financial position and terminal capabilities.
Texas Capital Securities Initiates Coverage of Hallador Energy (HNRG) with Buy Recommendation
Texas Capital Securities has initiated coverage of Hallador Energy (NASDAQ: HNRG) with a Buy rating. The firm has set a price target of $11.00 for the company's stock. This new coverage suggests a positive outlook from Texas Capital Securities on Hallador Energy's future performance.
ETFs Investing in Hallador Energy Co Stocks
This article lists various ETFs that hold Hallador Energy Co (H7H) stocks, providing details such as market value, weight, issuer, management style, focus, expense ratio, and assets under management. These ETFs offer investors diversified opportunities to invest in Hallador Energy Co with potentially lower risk. The list includes ETFs from major financial institutions like Avantis, Fidelity, BlackRock, and Vanguard, covering small-cap, micro-cap, and utilities sectors.
Form 4 Hallador Energy Company For: 15 July By Investing.com
This article from Investing.com is a Form 4 filing for Hallador Energy Company concerning activities on July 15. The content largely consists of website navigation, disclaimers, and market data, with the actual Form 4 details not explicitly present in the provided text.
Insider Buying: Barbara Sugg Acquires Shares of Hallador Energy Co (HNRG)
Barbara Sugg, a Director at Hallador Energy Co (HNRG), purchased 5,000 shares of the company on July 14, 2026, increasing her total ownership to 5,000 shares. This transaction is part of an ongoing buying trend among insiders, despite the stock trading at $17.13, indicating it is significantly overvalued with a price-to-GF-Value ratio of 1.89. Hallador Energy, engaged in steam coal production, has an elevated price-earnings ratio of 30.96 compared to the industry median.
Hallador Energy (NASDAQ:HNRG) Shares Gap Up Following Insider Buying Activity
Hallador Energy (NASDAQ:HNRG) shares gapped up following notable insider buying activity by Director Daniel Timothy Hudson, who increased his stake by 33.33%. Despite a recent earnings miss, analysts maintain a "Moderate Buy" consensus with a price target of $26.62. The company's stock shows a market capitalization of $780.99 million and institutional investors have been actively trading shares.
(HNRG) as a Liquidity Pulse for Institutional Tactics
This article analyzes Hallador Energy Company (NASDAQ: HNRG) using AI models to provide institutional trading strategies. It highlights a neutral near-term sentiment with potential for moderate mid-term weakness, an exceptional risk-reward setup targeting a 19.0% gain, and offers position, momentum breakout, and risk hedging strategies. The analysis presents multi-timeframe signals, including support and resistance levels for near, mid, and long-term horizons.
