SAN DIEGO, Feb. 18, 2026 (GLOBE NEWSWIRE) -- Robbins LLP reminds stockholders that a class action was filed on behalf of all investors who purchased or otherwise acquired Ramaco Resources, Inc. (NASDAQ: METC) securities between July 31, 2025 and October 23, 2025. Ramaco engages in the mining, development, and sale of coal and rare earth minerals. For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) 350-6003. What are the allegations? Robbins LLP is Investigating A ...

Distribution Announcement - Natural Resource Partners L.P. declared a fourth quarter 2025 distribution of $0.75 per common unit, payable on February 24, 2026, to unitholders of record on February 17, 2026 [1] - Future distributions will be determined quarterly by the board, considering factors such as profitability, cash flow, debt service obligations, market conditions, estimated unitholder income tax liability, and necessary cash reserves for future needs [1] Company Profile - Natural Resource Partners L.P. is a diversified natural resource company based in Houston, TX, owning and managing a portfolio of properties in the U.S., including coal, industrial minerals, and rights for carbon sequestration and renewable energy activities [2] - The company also holds an equity investment in Sisecam Wyoming LLC, recognized as one of the world's lowest-cost producers of soda ash [2] Withholding Information for Foreign Investors - NRP's distributions to non-U.S. investors are treated as income effectively connected with a U.S. trade or business, subject to federal income tax withholding at a rate equal to the highest applicable rate plus an additional 10% [3]

Group 1 - Union Pacific Corporation (NYSE: UNP) is considered a strong investment opportunity, with an average price target suggesting a 9% upside and a Street high indicating a 22% upside [1][3] - As of the third quarter of 2025, billionaire Seth Klarman held nearly 1.5 million units of Union Pacific, valued at $353.6 million [1] - The company has a rich dividend history, announcing a $1.38 per-share dividend payable on December 30, 2025, with a record of 126 consecutive years of dividend payments [4] Group 2 - Analyst Richa Harnain from Deutsche Bank downgraded Union Pacific from Buy to Hold, lowering the price target from $272 to $245 due to concerns over the company's share performance despite strong quarterly results [2] - The downgrade is influenced by uncertainties regarding potential lower earnings beats and opposition to Union Pacific's acquisition of Norfolk Southern [2] - Union Pacific signed a deal with the International Brotherhood of Boilermakers to protect unionized workers' positions amid the merger with Norfolk Southern, with 99.5% of UNP shareholders supporting the merger [3]

Core Insights - Vistra Corp. is the largest competitive power generator in the U.S. with a market cap of $59.3 billion and a capacity of 41,000 megawatts, enough to power 20 million homes [1] - The company aims to cut emissions by 60% by 2030 and achieve net-zero emissions by 2050 [1] Stock Performance - Over the past 52 weeks, VST stock has increased nearly 19%, outperforming the S&P 500 Index's 12.3% gain [2] - Year-to-date, VST shares are up 26.5%, compared to the S&P 500's 12.5% increase [2] - VST has also outperformed the Utilities Select Sector SPDR Fund (XLU), which rose 11.6% in the same period [3] Financial Performance - In Q3 2025, Vistra's net income fell sharply to $652 million from $1.84 billion the previous year, primarily due to a $1.67 billion decline in unrealized mark-to-market gains and an outage at the Martin Lake Unit 1 [4] - The company has narrowed its 2025 adjusted EBITDA guidance to between $5.7 billion and $5.9 billion [4] - Analysts expect VST's EPS for the fiscal year ending December 2025 to decline by 2% year-over-year to $6.86 [5] Analyst Ratings - Among 18 analysts covering the stock, the consensus rating is a "Strong Buy," with 15 "Strong Buy" ratings and three "Holds" [5] - The current configuration shows an improvement from three months ago, with 11 "Strong Buy" ratings [6] Price Target - BMO Capital's James Thalacker raised Vistra's price target to $245, maintaining an "Outperform" rating [7] - The mean price target of $242.76 indicates a potential upside of 39.2% from the current price, while the highest price target of $295 suggests a 69.1% upside [7]

Core Insights - Vistra Corp. is recognized as one of the best nuclear power dividend stocks to invest in currently [1][2] - The company is the largest competitive power generator in the US with a capacity of approximately 41 GW, including a significant nuclear power fleet [2] - Seaport Research has raised the price target for Vistra Corp. from $220 to $242, maintaining a 'Buy' rating due to favorable market conditions [3] Company Overview - Vistra Corp. operates a diverse energy portfolio that includes natural gas, coal, nuclear, solar, and battery energy storage facilities [2] - The company aims to increase its nuclear capacity by over 600 MW by the early to mid-2030s [2] Financial Performance - Since Q4 2021, Vistra Corp. has returned over $6.5 billion to shareholders through share repurchases and dividends [4] - The company anticipates returning an additional $1.8 billion to shareholders by the end of next year [4] Market Outlook - Analysts expect growth in cash flows for thermal independent power producers due to rising power and capacity prices, lower interest rates, and the absence of cash taxes [3] - There are expectations for more datacenter power deals and additional M&A activity before the end of the year [3]

Core Insights - The Trump administration has revitalized the coal industry by designating coal as a critical mineral in April [1] - The U.S. Energy Department has announced significant investments aimed at supporting the coal sector [1] Industry Developments - The designation of coal as a critical mineral is expected to enhance its market position and attract further investments [1] - Recent government actions indicate a strategic shift towards supporting traditional energy sources, particularly coal [1]

Core Viewpoint - The Zacks Coal industry is experiencing significant challenges due to declining coal usage in U.S. thermal power plants, with projections indicating a marginal improvement in demand by 2025 followed by a drop in 2026 due to ongoing energy transitions and utility operators phasing out coal assets [1][3]. Industry Overview - The Zacks Coal industry includes companies involved in coal exploration and mining, with the U.S. holding an estimated 252 billion short tons of recoverable coal reserves, 58% of which is underground mineable [3]. - Five U.S. states contribute to approximately 70% of annual coal production and 60% of surface mine extraction [3]. - The industry faces long-term challenges as renewable energy adoption accelerates and coal-fired power plants are gradually retired [3]. Trends Impacting the Industry - Coal export volumes are expected to decline in 2025 and continue into 2026 due to a global supply surplus and falling prices, particularly affecting metallurgical coal exports [2][4]. - The U.S. coal production is projected to be 531 million short tons in 2025, an increase from 512 million short tons in 2024, but expected to drop to 494 million short tons in 2026 [5]. - Coal's share in U.S. electricity generation is anticipated to decrease from 17% in 2025 to 16% in 2026, driven by rising environmental concerns and the transition to cleaner energy sources [5]. Industry Performance and Valuation - The Zacks Coal industry ranks 230, placing it in the bottom 5% of 243 Zacks industries, indicating a lackluster performance outlook [6][8]. - The coal industry has outperformed the Zacks Oil and Gas sector and the S&P 500 composite over the past year, with a gain of 22.7% compared to a 4.2% decline in the Oil-Energy sector and a 13.9% gain in the S&P 500 [9]. - The industry currently trades at a trailing 12-month EV/EBITDA of 8.84X, significantly lower than the Zacks S&P 500 composite's 18.12X [12]. Notable Companies - **Alliance Resource Partners (ARLP)**: Based in Tulsa, OK, ARLP produces coal primarily for utilities and industrial users, with projected sales tonnage in 2025 between 32.75-34 million short tons. The current distribution yield is 9.58% [16][17]. - **SunCoke Energy (SXC)**: Located in Lisle, IL, SXC focuses on metallurgical coal essential for steel production. The company benefits from its acquisition of Phoenix Global, which is expected to enhance earnings and cash flow stability. The current dividend yield is 5.82% [21][22].

Core Viewpoint - GCC, a leading supplier and producer of cement and concrete in the United States and Mexico, will announce its third quarter 2025 earnings results on October 21, 2025, and host a conference call on October 22, 2025, to discuss these results [1][4]. Group 1: Earnings Call Details - The conference call will be led by CEO Enrique Escalante and CFO Maik Strecker, accessible via specific dialing numbers for both domestic and international participants [2]. - The conference ID for the call is 13750650, and a listen-only webcast will be available through a provided link [2]. Group 2: Replay Information - A replay of the webcast will be available on the same day at 2:00 p.m. (ET) until October 29, 2025, with access options including a specific link and dialing numbers for international calls [3]. - The replay PIN for accessing the recorded call is also 13750650, and an online replay will be available on the company's website two days after the live broadcast [3]. Group 3: Company Overview - GCC has an annual cement production capacity of 6 million metric tons and has been operational since 1941, with its shares listed on the Mexican Stock Exchange under the ticker symbol GCC* [4].

Core Insights - BHP Group Limited is experiencing significant operational changes, including job cuts and mine suspensions, primarily due to high state royalties and declining global coal prices [1][2]. Group 1: Job Cuts and Operational Changes - BHP Mitsubishi Alliance (BMA) announced the reduction of 750 jobs across Queensland, with 72 directly related to coal production at the Saraji South coking coal mine [1][2]. - The Saraji South mine will be placed into care and maintenance starting November 2025, effectively halting active mining operations [1][2]. Group 2: Reasons for Operational Decisions - The decision to cut jobs and suspend operations is attributed to high Queensland state royalties on coal sales and soft global coking coal prices [2]. - BMA's President, Adam Lancey, emphasized that the decision was necessary due to the unsustainable nature of the current royalty regime and market conditions [2]. Group 3: Company Overview - BHP Group Limited is recognized as the world's largest diversified mining company, producing iron ore, copper, coal, and nickel, with major operations in Australia and the Americas [3].

Market Overview - Markets are experiencing a rally, with the Dow up 176 points, S&P up 33 points (approximately 0.5%), and NASDAQ up 163 points (about 0.67%) [1] - The S&P 500 is on track for its best September performance in over a decade [1] Economic Concerns - President Trump is holding a crucial meeting with congressional leaders to address a potential government shutdown, which could cost the economy approximately $7 billion per week [2] - The shutdown could delay the release of key economic data, including September payrolls, which are scheduled for release on Friday [3][2] Banking System Risks - The banking system is reportedly highly leveraged to mortgage-backed securities (MBS), with increasing defaults and delinquencies in subprime loans and "buy now, pay later" schemes [5][4] - There is a concern that aggressive lending practices may lead to significant risks in the financial sector, reminiscent of the 2008 financial crisis [5][7] Market Liquidity and Sell-off Expectations - A broad-based sell-off is anticipated, particularly led by the banking sector, as liquidity conditions are tightening at the end of the month and quarter [12][11] - The effective Fed funds rate has been trading unusually, indicating potential liquidity issues as the new quarter begins [10][11] Commodity Market Insights - US gold reserves have reached a value of $1 trillion, with gold prices surpassing $3,800, driven by investor concerns over the government shutdown and expectations of rate cuts [13] - The commodity market is experiencing a bullish trend, with expectations for a broadening out into agriculture and other sectors following initial gains in precious metals [16][17] Investment Strategies - There is a recommendation to reduce exposure to high-beta stocks while considering investments in natural gas and coal companies, which are expected to benefit from increased demand related to artificial intelligence [15][20] - The financial repression strategy, aimed at keeping interest rates below inflation, is seen as supportive for commodities in the long term [17]