US · Energy · Oil & Gas E&P
EPS came in at 0.47 against a street estimate of 0.22 — a beat of 113.6%.
Analysts rate Black Stone Minerals LP a hold (0 buy, 3 hold, 0 sell out of 3) with an average price target of $16.00.
CONFIDENT BSM grew Q2 distributions 7% on strong oil prices and diversified portfolio; Shelby Trough/Haynesville ramping with three operators, another likely soon. Production dipped Q2 but management expects trajectory reversal from development wells coming online. Q2 2026 Shelby Trough rig count increased significantly Q2. Management sees inventory depletion in legacy Haynesville driving operator focus to expansion acreage near Gulf Coast demand centers. Analysts pressed on distribution confidence (Taylor cited oil outlook + gas ramp), fourth operator timeline (nearly signed), and leverage/preferred debt (mgmt prioritizes acquisitions, will evaluate refinance window next year). Management signaled visibility into near-term wells and operator momentum but avoided specific production/EPS targets. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| Morgan Stanley - Brokerage Accounts | 3.89% |
| William Marsh Rice University | 2.66% |
| FMR Inc | 2.13% |
| Bank of America Corp | 0.99% |
| Penn Davis Mcfarland Inc | 0.92% |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 0.87% |
| Natixis SA | 0.74% |
| Ameriprise Financial Inc | 0.56% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 BLACK STONE MINERALS, L.P. — Q2 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Total Assets: $1,365,911 thousand (June 30, 2026) vs. $1,335,554 thousand | 2026-08-04 |
| Results announced · Q3 2026 BLACK STONE MINERALS, L.P. – Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Net income for Q2 2026: $106.4 million (vs. $120.0 million in Q2 2025) • Adj | 2026-08-04 |
| Shareholder vote results · Q2 2026 BLACK STONE MINERALS, L.P. – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual meeting of limited partners held June 11, 2026 via live webcast • Total vote | 2026-06-16 |
| Quarterly report · Q1 2026 BLACK STONE MINERALS, L.P. – FORM 10-Q SUMMARY For Quarter Ended March 31, 2026 --- HEADLINE NUMBERS • Total Assets: $1,338,416 thousand ($1.34 bil | 2026-05-05 |
| Results announced · Q2 2026 BLACK STONE MINERALS, L.P. – Q1 2026 RESULTS SUMMARY HEADLINE NUMBERS • Production: 37.0 MBoe/d total (35.9 MBoe/d mineral & royalty); up 16% from p | 2026-05-05 |
| Proxy statement · Q2 2026 PROXY STATEMENT SUMMARY FOR BLACK STONE MINERALS, L.P. WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect seven directors to the Board of Directors | 2026-04-30 |
| Annual report FY2025 BLACK STONE MINERALS, L.P. — 2025 FORM 10-K SUMMARY HEADLINE NUMBERS • Company: Black Stone Minerals, L.P. (ticker: BSM), Delaware limited partnersh | 2026-02-24 |
| Results announced · Q1 2026 BLACK STONE MINERALS, L.P. – 2025 RESULTS & 2026 GUIDANCE HEADLINE NUMBERS • Q4 2025 Production: 32.1 MBoe/d total (30.9 MBoe/d mineral and royalty; | 2026-02-24 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.32 / share ex-date Aug 6, 2026 · pay Aug 13, 2026 | 2026-08-06 |
| Dividend | $0.30 / share ex-date May 8, 2026 · pay May 15, 2026 | 2026-05-08 |
| Dividend | $0.30 / share ex-date Feb 18, 2026 · pay Feb 25, 2026 | 2026-02-18 |
| Dividend | $0.30 / share ex-date Nov 6, 2025 · pay Nov 13, 2025 | 2025-11-06 |
| Announcement | Date |
|---|---|
| Fourth quarter 2025 results and 2026 summary guidance provided Black Stone Minerals, L.P. filed an 8-K on February 23, 2026, to disclose its fourth quarter 2025 and full year 2025 financial and operating results via press release. The company also provi | 2026-02-24 |
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Google PlayApp StoreData updated 2026-09-18.