LB
LandBridge Company LLC
About: LandBridge Co LLC is engaged in managing land and resources to support and promote oil and natural gas development. It generates revenue streams from the use of its surface acreage, the sale of resources from land and oil and gas royalties.
0
Funds holding %
of 7,429 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
200% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 27
50% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 22
7.08% more ownership
Funds ownership: 100.64% [Q1] → 107.73% (+7.08%) [Q2]
7% more funds holding
Funds holding: 144 [Q1] → 154 (+10) [Q2]
4% more call options, than puts
Call options by funds: $9.95M | Put options by funds: $9.53M
1% more capital invested
Capital invested by funds: $1.68B [Q1] → $1.69B (+$8.83M) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 4 [Q1] → 4 (+0) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$55
6%
upside
Avg. target
$65
25%
upside
High target
$75
44%
upside
3 analyst ratings
1 positive
33%
2 neutral
67%
0 negative
0%
Piper Sandler Mark Lear | 6%upside $55 | Neutral Maintained | 15 Aug 2025 |
Raymond James Justin Jenkins | 44%upside $75 | Outperform Maintained | 8 Aug 2025 |
Barclays Theresa Chen | 27%upside $66 | Equal-Weight Maintained | 10 Jul 2025 |
Financial journalist opinion
Based on 9 articles about LB published over the past 30 days
Positive
Seeking Alpha
1 week ago
One Of My Boldest Calls Ever, I Expect To Build Generational Wealth
I see a paradigm shift: policymakers now prioritize growth over inflation control, targeting 4% inflation and high-single digit GDP growth, reshaping markets. My thesis, born post-pandemic, notes vanishing low-inflation tailwinds. Sticky prices and core services inflation signal a new, tougher inflation regime. I'm betting on cyclical growth, positioning my portfolio for a potential upswing. Green shoots in manufacturing suggest a recovery, promising potentially big gains.
Neutral
Business Wire
1 week ago
LandBridge Announces Dual Listing on NYSE Texas
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge”) today announced the dual listing of its Class A shares representing limited liability company interests in the Company on NYSE Texas, Inc. (“NYSE Texas”), the newly-launched, fully electronic equities exchange headquartered in Dallas, Texas. LandBridge will maintain its primary listing on the New York Stock Exchange and continue to trade under the same ticker symbol, “LB,” on NYSE Texas, effective August 15, 2025. Jason.
Positive
Seeking Alpha
1 week ago
Oil Be Rich - Some Of My Favorite Energy Investments Everyone Should Know
Energy stocks are deeply hated and out of favor, with prices low and investors fleeing, creating rare opportunities for savvy, patient buyers. The sector's challenges are cyclical and tied to economic growth indicators. When the cycle turns, energy's upside could be powerful and long-lasting. I focus on capital-light, resilient companies that thrive despite volatility, aiming to collect steady dividends while waiting for the cycle to flip.
Neutral
Seeking Alpha
2 weeks ago
LandBridge Company LLC (LB) Q2 2025 Earnings Call Transcript
LandBridge Company LLC (LB) Q2 2025 Earnings Call Transcript
Positive
Seeking Alpha
2 weeks ago
I Have Never Been More Bullish On LandBridge
LandBridge is a unique, high-margin Permian land play, benefiting from water management and infrastructure demand with minimal CapEx requirements. Recent volatility and guidance cut are short-term noise; long-term value drivers like water bottlenecks and data center potential remain intact. Key deals with Devon Energy and IPPs, plus regulatory tailwinds, reinforce LandBridge's strategic advantage and future growth runway.
Positive
The Motley Fool
2 weeks ago
LandBridge (LB) Q2 Revenue Jumps 83%
LandBridge (LB) Q2 Revenue Jumps 83%
Neutral
Business Wire
2 weeks ago
LandBridge Company LLC Announces Second Quarter 2025 Results
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (the “Company,” “LandBridge”) today announced its financial and operating results for the second quarter ended June 30, 2025. Second Quarter 2025 Financial Highlights Revenues of $47.5 million, up 83% year-over-year and 8% quarter-over-quarter Net income of $18.5 million(1) Net income margin of 39%(1) Adjusted EBITDA(2) of $42.5 million, up 81% year-over-year and 9% quarter-over-quarter Adjusted EBITDA Margin(2) of 89% Cash flows from.
Neutral
Business Wire
2 weeks ago
LandBridge Announces Long-Term Surface Use and Pore Space Reservation Agreement with Devon Energy
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge”) today announced it has executed a 10-year surface use and pore space reservation agreement with Devon Energy Corp. (NYSE: DVN) (“Devon”) to support Devon's operations in the core of the New Mexico Delaware Basin. Under the agreement, LandBridge will provide Devon with 300,000 barrels per day (bpd) of pore space capacity on its East Stateline Ranch and Speed Ranch surface acreage. The pore space reservation will commence.
Positive
Seeking Alpha
4 weeks ago
Landbridge: What Goes On Below The Surface?
Landbridge offers a straightforward business model with multiple revenue streams and strategic land holdings in Texas, making it an intriguing portfolio addition. My valuation analysis, using DCF, APV, and peer multiples, yields a price target of $74.27—about 42% above the current share price. Key catalysts include potential acquisitions and new land uses, such as data centers, which could drive further growth.
Negative
Seeking Alpha
1 month ago
Too Big To Win: Why America's Favorite Stocks Could Ruin Your Retirement
Market timing and luck play a crucial role in investment outcomes, often outweighing skill or strategy. Current S&P 500 performance is heavily reliant on a handful of mega-cap tech stocks, creating concentration risk. AI is driving massive capital investment and disruption, but also introduces new risks and potential winners and losers among Big Tech.
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