Table of Contents (Mark One) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to ______ Commission file number 001-04321 TXO Partners, L.P. (Exact name of registrant as specified in its charter) Delaware 32-03688 ...

Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system. The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. The Zacks Consensu ...

Group 1 - The article discusses the potential investment opportunities in small and mid-cap stocks, particularly those with significant insider buying activity [2][3] - The focus is on the AI revolution and its impact on natural gas producers due to increased electricity demand from AI data centers [2] - The Insiders Forum portfolio aims to outperform the Russell 2000 benchmark by selecting 12-25 attractively valued stocks across various sectors [2] Group 2 - The article emphasizes the importance of insider purchases as a signal for potential stock performance [2] - It highlights the company's strategy of identifying stocks that have had recent significant insider buying, which may indicate confidence in the company's future [2] - The overall goal is to provide subscribers with market-beating returns through informed investment choices [2]

In the latest close session, TXO Partners LP (TXO) was down 1.18% at $15.04. This move lagged the S&P 500's daily gain of 0.52%. At the same time, the Dow added 0.63%, and the tech-heavy Nasdaq gained 0.48%. The company's stock has climbed by 1.74% in the past month, falling short of the Oils-Energy sector's gain of 3.92% and the S&P 500's gain of 4.27%.Investors will be eagerly watching for the performance of TXO Partners LP in its upcoming earnings disclosure. The company is predicted to post an EPS of $0 ...

Company Performance - TXO Partners LP closed at $15.37, reflecting a -2.91% change from the previous day, underperforming the S&P 500's gain of 1.11% [1] - The stock has increased by 3.46% over the past month, which is below the Oils-Energy sector's gain of 5.39% and the S&P 500's gain of 3.92% [1] Upcoming Earnings - Analysts expect TXO Partners LP to report earnings of $0.18 per share, indicating a year-over-year growth of 100% [2] - The consensus estimate for revenue is $81.89 million, representing a 42.89% increase from the same quarter last year [2] Full Year Projections - For the full year, earnings are projected at $0.83 per share and revenue at $391.11 million, reflecting changes of +27.69% and +38.29% respectively from the prior year [3] - Recent changes in analyst estimates suggest a favorable outlook on the company's business health and profitability [3] Valuation Metrics - TXO Partners LP has a Forward P/E ratio of 19.07, which is a premium compared to its industry's Forward P/E of 16.22 [6] - The Energy and Pipeline - Master Limited Partnerships industry is ranked 212 in the Zacks Industry Rank, placing it in the bottom 14% of over 250 industries [6] Zacks Rank - TXO Partners LP currently holds a Zacks Rank of 5 (Strong Sell), indicating a negative outlook [5] - The Zacks Rank system has a history of outperforming, with stocks rated 1 producing an average annual return of +25% since 1988 [5]

Group 1 - TXO Partners LP closed at $15.69, with a +1.36% change from the previous day, outperforming the S&P 500's daily loss of 0.84% [1] - Over the last month, TXO's shares increased by 1.84%, while the Oils-Energy sector remained flat and the S&P 500 gained 1.44% [1] Group 2 - The upcoming earnings report for TXO is expected to show an EPS of $0.18, a 100% increase year-over-year, with revenue forecasted at $81.89 million, reflecting a 42.89% growth [2] - For the entire fiscal year, earnings are projected at $0.83 per share and revenue at $391.11 million, indicating increases of +27.69% and +38.29% respectively from the prior year [3] Group 3 - Recent changes to analyst estimates for TXO are important as they reflect the shifting dynamics of short-term business patterns, with positive revisions indicating analysts' confidence in performance [4] - The Zacks Rank system, which evaluates estimate changes, currently ranks TXO Partners LP as 5 (Strong Sell), indicating a stagnant EPS projection over the past 30 days [6] Group 4 - TXO Partners LP has a Forward P/E ratio of 18.65, which is higher than the industry average of 17.08, suggesting a premium valuation [7] - The Energy and Pipeline - Master Limited Partnerships industry, part of the Oils-Energy sector, holds a Zacks Industry Rank of 212, placing it in the bottom 14% of over 250 industries [7]

Core Insights - The article discusses various strategies for investing in dividend stocks, highlighting the balance between stable income and growth potential [1][2][3] Group 1: Dividend Stock Strategies - Traditional dividend investing focuses on established companies that provide steady payouts, appealing during market volatility [1] - An alternative approach involves seeking companies with higher growth potential, albeit with increased risk of dividend cuts [2][3] Group 2: Eagle Point Credit - Eagle Point Credit Co. Inc. (NYSE: ECC) offers a high dividend yield of 21.87% with an annual dividend of $1.68 and a significant annualized 3-year dividend growth of 13.57% [4] - The company has invested nearly $200 million in new investments in Q1, benefiting from lower debt costs and beating earnings expectations by 2 cents per share [5] - Despite a high payout ratio of -420%, analysts project nearly 11% upside potential for ECC shares, indicating possible capital appreciation [6] Group 3: Mach Natural Resources - Mach Natural Resources LP (NYSE: MNR) has a dividend yield of 24.18% and an annual dividend of $3.16, with a payout ratio of 197.50% [8] - Analysts unanimously rate MNR as a Buy, estimating over 80% upside potential, despite the stock falling nearly a third in the past year [8][9] - The company is transitioning to natural gas drilling, which may align with increasing demand for cleaner energy sources [9] Group 4: TXO Partners - TXO Partners LP (NYSE: TXO) has a dividend yield of 16.26% and a payout ratio of 580.95%, with a Buy rating and about 34% upside potential [11] - The company is expanding by acquiring property in the Elm Coulee field for approximately $350 million, which may impact its dividend schedule [12][13] - The Elm Coulee field is estimated to contain around four billion barrels of oil, presenting potential for both capital appreciation and passive income [13]

Core Viewpoint - TXO Partners LP has an average brokerage recommendation (ABR) of 1.00, indicating a Strong Buy based on recommendations from three brokerage firms, all of which are Strong Buy [2] Group 1: Brokerage Recommendations - The current ABR of TXO Partners LP is derived from three Strong Buy recommendations, representing 100% of the total recommendations [2] - Despite the Strong Buy recommendation, relying solely on this information for investment decisions may not be prudent, as studies show limited success of brokerage recommendations in predicting stock price increases [5][10] - Analysts from brokerage firms tend to exhibit a strong positive bias in their ratings, with five "Strong Buy" recommendations for every "Strong Sell" [6][10] Group 2: Zacks Rank vs. ABR - The Zacks Rank, a proprietary stock rating tool, is a reliable indicator of near-term price performance, contrasting with the ABR which is based solely on brokerage recommendations [8][11] - The Zacks Rank is driven by earnings estimate revisions, which are strongly correlated with near-term stock price movements, while the ABR may not be up-to-date [12] - The Zacks Consensus Estimate for TXO Partners LP has declined by 25.9% over the past month, leading to a Zacks Rank of 5 (Strong Sell) for the company [13][14] Group 3: Investment Implications - The significant decline in the consensus estimate and the Zacks Rank of 5 suggest that the positive ABR for TXO Partners LP should be approached with caution [14]

TXO Partners LP (TXO) came out with quarterly earnings of $0.24 per share, missing the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.33 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -33.33%. A quarter ago, it was expected that this company would post earnings of $0.39 per share when it actually produced earnings of $0.26, delivering a surprise of -33.33%.Over the last four quarters, the company ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to ______ Commission file number 001-04321 TXO Partners, L.P. (Exact name of registrant as specified in its charter) Delaware 32-0368 ...