Every material Form 8-K Kimbell Royalty Partners, LP has filed with the SEC since August 24, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Kimbell Royalty Partners reported record third quarter 2026 production of 27,565 barrels of oil equivalent per day and oil, natural gas and NGL revenues of $96.9 million, up from $76.8 million a year earlier. Net income fell to $17.3 million from $22.3 million, and diluted earnings per common unit were $0.12 versus $0.19, so the headline profit measures moved in opposite directions. The company affirmed its fourth quarter 2026 guidance and declared a $0.45 per common unit distribution.
Oil, natural gas and NGL revenues were $96.9 million versus $76.8 million in Q3 2025; net income was $17.3 million versus $22.3 million
Diluted earnings per common unit were $0.12 versus $0.19 a year earlier; net income attributable to common units was $12.4 million versus $17.0 million
Consolidated Adjusted EBITDA was $80.4 million versus $62.3 million; the $0.45 distribution is payable November 23, 2026 to holders of record on November 16, 2026
Borrowing base on the secured revolving credit facility rose from $660 million to $750 million on October 15, 2026; a preferred unit redemption is expected to close November 16, 2026
Kimbell Royalty Partners, LP delivered notice on October 16, 2026 to redeem 81,250 Series A Cumulative Convertible Preferred Units, half of those outstanding, on November 16, 2026. The redemption price is $1,233.37895 per unit, for an aggregate of approximately $100.2 million, and the partnership expects to fund it with borrowings under its revolving credit facility.
81,250 Preferred Units, half of those outstanding, called for redemption
Redemption price of $1,233.37895 per Preferred Unit, about $100.2 million in aggregate
Redemption date is November 16, 2026
Expected to be funded with borrowings under the partnership's revolving credit facility
Kimbell Royalty Partners completed the $221.2 million Drop Down acquisition of mineral and royalty interests from affiliated sellers on August 21, 2026, paying about $75 million in cash and issuing 9,500,000 OpCo Common Units and an equal number of Class B Units. On August 24, 2026, it raised its guidance, with midpoint Q3 and Q4 2026 production now 10% and 15% above the midpoint of prior 2026 guidance. The new units are exchangeable into Common Units and will be covered by a resale registration statement that Kimbell must file within 5 business days of the closing.
Drop Down closed August 21, 2026: about $75 million in cash plus 9,500,000 OpCo Common Units and Class B Units (OpCo units valued at about $146.3 million)
Q3 2026 net production guidance of 26.5 to 29.5 Mboe/d; Q4 2026 guidance of 27.7 to 30.7 Mboe/d
Midpoint of guidance is 10% higher for Q3 and 15% higher for Q4 than prior 2026 guidance; cash G&A per Boe guidance lowered
Shelf registration statement to be filed within 5 business days of closing and made effective within 120 days
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