Black Stone Minerals, L.P.
Black Stone Minerals is a publicly traded Delaware limited partnership headquartered in Houston, Texas. It owns and manages oil and natural gas mineral and royalty interests across 41 states in the continental United States, including interests in approximately 71,000 producing wells. Its portfolio also includes non-operated working interests. The partnership’s principal business is leasing its mineral assets to operators and structuring lease terms to encourage drilling. Mineral leases typically provide upfront lease bonus payments and royalties on production; its nonparticipating and overriding royalty interests also provide cost-free shares of production or revenue. Black Stone Minerals may also participate in drilling costs through working interests, and generally farms out or sells participation rights to third parties. Its assets span major onshore producing basins, including the Haynesville/Bossier, Permian, Bakken/Three Forks and Eagle Ford plays. The partnership also has joint exploration agreements with operators that provide development rights over designated acreage in return for drilling commitments. It explores potential uses of its assets in renewable energy and carbon sequestration.
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No SEC Form 4 filings for $BSM in the last 30 days.
See all $BSM insider activity →Black Stone Minerals LP (BSM) reported $14.6M in mineral acquisitions in Q3. Blue Arrow Operating activated 10 of 25 planned wells on BSM's Permian acreage by September 30, 2026, with the rest expected online in Q4 2026 and H1 2027.
Black Stone Minerals (BSM) reported Q3 net income of $52M, including a $30M non-cash derivative loss. Adjusted EBITDA was $104M, and distributable cash flow was $93M. The company expanded its Shelby Trough development agreements, adding 730,000 acres. Management expects steady natural-gas production growth and maintains financial flexibility.
Black Stone Minerals reported Q3 2026 net income of $104.1 million, adjusted EBITDA of $52.4 million, and distributable cash flow of $93.0 million. Production increased 6% to 34.5 MBoe/d. The company expanded its Caturus development agreement by 730,000 gross acres, totaling 950,000 acres. Management highlighted strong financial performance and growth in oil and natural gas development.
Over the past 7 days, AlphAI's AI scored 3 news stories mentioning BSM (Black Stone Minerals, L.P.). Coverage has been balanced: 0 bullish, 3 neutral, and 0 bearish.
Recent BSM coverage spans financial news, earnings and corporate actions.
The modest acquisition spend may slightly weigh on cash flow and share price.
Earnings beat expectations and expansion of acreage suggest improved cash flow and growth potential.
The expanded Caturus program and higher development activity are likely viewed as supportive for future production and distributions, offset by commodity-price and execution risk.
The new dividend may attract income‑focused investors, but the stock is likely to trade lower on the ex‑dividend date as the dividend is priced out.
Higher declared distribution supports near-term income sentiment, but the market will likely focus on sustainability into the Nov 2 results and coverage ratio.
AlphAI scores every news story that mentions BSM with an AI model for sentiment and relevance, and aggregates insider trades from Black Stone Minerals, L.P.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Black Stone Minerals LP (BSM) reported $14.6M in mineral acquisitions in Q3. Blue Arrow Operating activated 10 of 25 planned wells on BSM's Permian acreage by September 30, 2026, with the rest expected online in Q4 2026 and H1 2027.
Black Stone Minerals (BSM) reported Q3 net income of $52M, including a $30M non-cash derivative loss. Adjusted EBITDA was $104M, and distributable cash flow was $93M. The company expanded its Shelby Trough development agreements, adding 730,000 acres. Management expects steady natural-gas production growth and maintains financial flexibility.
Black Stone Minerals reported Q3 2026 net income of $104.1 million, adjusted EBITDA of $52.4 million, and distributable cash flow of $93.0 million. Production increased 6% to 34.5 MBoe/d. The company expanded its Caturus development agreement by 730,000 gross acres, totaling 950,000 acres. Management highlighted strong financial performance and growth in oil and natural gas development.
Black Stone Minerals (BSM) announced a $0.30 per share quarterly dividend, maintaining the previous rate. The forward yield is 8.22%. The dividend is payable on November 13 to shareholders of record on November 6, with an ex-dividend date of November 6.
Black Stone Minerals (BSM) announced a Q3 2026 distribution of $0.35 per common unit, a 9% increase from Q2 and 17% from Q1. The distribution is payable on November 13 to holders of record on November 6. Q3 results and a conference call are scheduled for November 2 and 3, respectively.
Black Stone Minerals' board approved a 9% higher cash distribution to common unitholders, payable Nov. 13. The company cited strong performance and favorable commodity prices. Q3 2026 results will be released Nov. 2, with a conference call scheduled for Nov. 3.
Green Plains (GPRE) stock rose 7% post-earnings, trading at $4.99. Peabody Energy (BTU) reported $1B revenue, up 12.7% YoY, but missed EPS estimates; stock up 9.1% to $25.35. Black Stone Minerals (BSM) beat revenue expectations by 40.9%, stock flat at $14.92. Centrus Energy (LEU) revenue up 14% YoY, beat estimates, but stock down 28.5% to $134.09.
Investing.com roundup of U.S. insider trades. Ameresco director Brian Cox bought 39,700 shares for about $995k. HF Sinclair CEO Franklin Myers bought 15,000 shares for about $1.28m. Citizens CEO Jon Stenberg bought 50,000 shares for about $200k. Airbnb executives Nathan Blecharczyk sold about $92.6m and Brian Chesky sold about $35.0m under Rule 10b5-1 plans.
Whitehead James sold 2,127,105 indirectly-held shares of Black Stone Minerals, L.P. (BSM) at $13.21 ($28.10M total) across 2 trades on 2026-08-06.
Black Stone Minerals (NYSE:BSM) reported Q2 CY2026 results. Revenue fell 6.6% year over year to $149 million but beat Wall Street estimates by 40.9%. GAAP profit was $0.47 per share above consensus. The company reported adjusted EBITDA margin of 61.3% and free cash flow margin averaging 73.4% over five years.
