LB

LandBridge Company LLC

LB

Market cap $1.32B

Overview Fund Activity

52.13 USD

+0.57

1.11%

At close Updated Sep 16, 4:00 PM EDT

Pre-market

After hours

51.69

-0.44

0.84%

1 day

1.11%

5 days

1.56%

1 month

-0.7%

3 months

-26.19%

6 months

-29.23%

Year to date

-19.55%

1 year

39.09%

5 years

125.18%

10 years

125.18%

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.

Energy Oil & Gas Equipment & Services

0

Funds holding %

of 7,463 funds

0

Analysts bullish %

of 3 analysts

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

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

8% more funds holding

Funds holding: 143 [Q1] → 155 (+12) [Q2]

7.17% more ownership

Funds ownership: 100.64% [Q1] → 107.81% (+7.17%) [Q2]

1% more capital invested

Capital invested by funds: $1.68B [Q1] → $1.69B (+$10.1M) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 4 [Q1] → 4 (+0) [Q2]

12% less call options, than puts

Call options by funds: $13.9M | Put options by funds: $15.8M

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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	$55	Neutral Maintained	15 Aug 2025
Raymond James Justin Jenkins	$75	Outperform Maintained	8 Aug 2025
Barclays Theresa Chen	$66	Equal-Weight Maintained	10 Jul 2025

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Financial journalist opinion

Based on 3 articles about LB published over the past 30 days

I'm Convinced Energy Is The Most Misunderstood Investment Opportunity Of The Decade

I focus on big, long-term trends and dedicate energy to sectors with tremendous value, even if they're temporarily out of favor. Earlier this year, defense contractors were extremely undervalued, but patient investors have since been rewarded as the market recognized their strengths. My investment style emphasizes patience and thesis-driven investing, which isn't for everyone. Index fund investors should stick to consistency and diversification.

I'm Convinced Energy Is The Most Misunderstood Investment Opportunity Of The Decade

I've Bet 25% Of My Portfolio On This Idea - And It's Just Beginning

AI is transforming markets faster than most people realize. Ignoring it could mean missing once-in-a-generation opportunities. I see energy, water, and infrastructure coming together in ways few are paying attention to, potentially creating a powerful growth story. Momentum is building, and the thesis I've been focused on is unfolding now. I believe its long-term potential is hard to overstate.

I've Bet 25% Of My Portfolio On This Idea - And It's Just Beginning

If You Like LandBridge, You May Love WaterBridge

I'm excited to cover both LandBridge and WaterBridge, key players in the Permian, as recent developments create huge growth opportunities. LandBridge thrives with low risk and high-margin land royalties, while WaterBridge offers scale, long-term contracts, and rising water demand. Together, these companies form a powerful energy combo, and I'll watch WBI closely while my LB position continues to dominate my portfolio.

If You Like LandBridge, You May Love WaterBridge

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.

One Of My Boldest Calls Ever, I Expect To Build Generational Wealth

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.

LandBridge Announces Dual Listing on NYSE Texas

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.

Oil Be Rich - Some Of My Favorite Energy Investments Everyone Should Know

LandBridge Company LLC (LB) Q2 2025 Earnings Call Transcript

LandBridge Company LLC (LB) Q2 2025 Earnings Call Transcript

LandBridge Company LLC (LB) Q2 2025 Earnings Call Transcript

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.

I Have Never Been More Bullish On LandBridge

The Motley Fool

LandBridge (LB) Q2 Revenue Jumps 83%

LandBridge (LB) Q2 Revenue Jumps 83%

LandBridge (LB) Q2 Revenue Jumps 83%

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.

LandBridge Company LLC Announces Second Quarter 2025 Results

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