Kimbell Royalty Partners (KRP) is Poised to Deliver a Dividend of $1.43 Per Share

Core Insights - Legacy Ridge Capital Management reported a 7% net return for the Partnership in 2025, after accounting for a 1% performance fee, despite facing market volatility that impacted performance [1] - The Partnership's concentrated portfolio consists of 10 names, with a dividend yield of approximately 6% [1] - A shift in the calendar end date could have improved returns by over 4%, indicating the unpredictable nature of concentrated value investing [1] Company Focus: Kimbell Royalty Partners, LP - Kimbell Royalty Partners, LP (NYSE:KRP) is a US-based company that owns and acquires mineral and royalty interests in oil and natural gas properties, with a market capitalization of $1.46 billion [2] - As of February 3, 2026, KRP's stock closed at $13.53 per share, with a one-month return of 17.65% but a decline of 12.48% over the past twelve months [2] - KRP owns approximately 158,000 net royalty acres and has interests in over 131,000 wells, producing 25,530 barrels of oil equivalent (BOE) per day, with reserves of 68 million BOE [3] - The company has a production decline rate of approximately 14% and is expected to pay a dividend of $1.43 per share next year, translating to a yield of 10.8% [3]