Core Natural Resources, Inc.
At today's price, Core Natural Resources, Inc. (CNR) is priced for -1.7% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
Core Natural Resources is the coal producer created by the January 2025 merger of CONSOL Energy and Arch Resources, and the recent earnings line is bending up: first-quarter 2026 net income of $21.0 million and diluted EPS of $0.41 reversed a prior-year loss, on revenue of $1.08 billion and adjusted EBITDA of $208.5 million. The improvement is part cycle and part self-help. Metallurgical coal pricing and volumes rose while general and administrative costs fell about $53 million as one-time merg
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366 institutional managers reported holding CNR in 13F filings for the quarter ended 2026-03-31. Together they hold about 91% of the company; the top 10 hold 54%. 74 opened new positions that quarter. Held by BlackRock, Vanguard Group, FMR (Fidelity), among others. On the short side, 1.6M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (2.4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
CNR's share count grew 48.1% over the past five years even with $736.45M spent on repurchases. It pays a dividend, and has for 4 years running; the current rate is $0.40 a share annually. Cash returned over the past three years: $47.23M in dividends and $595.93M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at CNR over the trailing three years: 2025: 1 buy totaling $502k. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CNR's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-05-03 | +1.1% | +11.7% |
| 2023-08-09 | +14.6% | +27.5% |
| 2023-11-01 | -5.6% | +6.2% |
| 2024-02-10 | -8.7% | +0.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CNR's latest 8-K filings: 2026-06-04 (items 7.01, 9.01); 2026-05-19 (items 1.04); 2026-05-07 (items 2.02, 7.01, 9.01); 2026-05-04 (items 1.04); 2026-04-30 (items 5.07, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.