Hallador Energy Company (HNRG) stock falls on Q1 2026 Earnings

Hallador Energy Company (HNRG) reported first-quarter 2026 results with total revenue of $101.8 million (down 13.6% year-over-year) and a diluted loss per share of -$0.20, compared with an EPS estimate of -$0.13. The stock moved approximately 19.7% since market close.

Total revenue: $101.8 million (estimate $104.3 million).

Gross profit: -$5.65 million (down 115.6% YoY).

Operating profit: -$5.65 million (down 140.5% YoY).

Net income attributable to common shareholders: -$9.32 million (down 193.4% YoY).

Cost of sales: $107.5 million (up 31.7% YoY), which exceeded revenue and led to a negative gross margin.

Cash from operating activities: $20.5 million (down 46.7% YoY).

Purchases of property, plant and equipment: -$7.68 million (down 34.3% YoY).

Cash and cash equivalents: $36.8 million (up 433.7% YoY).

Total liabilities: $243.1 million (down 3.1% YoY).

In summary, HNRG posted a first-quarter loss with revenue and EPS missing consensus, faced higher cost of sales that pushed gross profit negative, but ended the quarter with a materially larger cash balance while liabilities ticked slightly lower.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Hallador Energy Company Insider Trading Activity

Hallador Energy Company insiders have traded $HNRG stock on the open market 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $HNRG stock by insiders over the last 6 months:

CHARLES RAY IV WESLEY has made 2 purchases buying 33,000 shares for an estimated $607,240 and 0 sales.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

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Hallador Energy Company Hedge Fund Activity

We have seen 97 institutional investors add shares of Hallador Energy Company stock to their portfolio, and 77 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CENTERBOOK PARTNERS LP added 422,960 shares (+inf%) to their portfolio in Q1 2026, for an estimated $6,885,788
ORBIS ALLAN GRAY LTD removed 421,639 shares (-22.1%) from their portfolio in Q4 2025, for an estimated $8,028,006
PRUDENTIAL FINANCIAL INC added 415,228 shares (+95.9%) to their portfolio in Q4 2025, for an estimated $7,905,941
BRIDGEWAY CAPITAL MANAGEMENT, LLC removed 407,100 shares (-82.9%) from their portfolio in Q4 2025, for an estimated $7,751,184
EMPYREAN CAPITAL PARTNERS, LP removed 354,476 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $6,749,223
DEUTSCHE BANK AG\ added 305,719 shares (+75.4%) to their portfolio in Q1 2026, for an estimated $4,977,105
WESTERN STANDARD LLC added 228,662 shares (+inf%) to their portfolio in Q1 2026, for an estimated $3,722,617

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

Hallador Energy Company Price Targets

Multiple analysts have issued price targets for $HNRG recently. We have seen 3 analysts offer price targets for $HNRG in the last 6 months, with a median target of $27.0.

Here are some recent targets:

Jeff Grampp from Northland Capital Markets set a target price of $34.0 on 03/26/2026
Julien Dumoulin-Smith from Jefferies set a target price of $17.5 on 03/24/2026
Lucas Pipes from B. Riley Securities set a target price of $27.0 on 03/13/2026