LB

LandBridge Company LLC

66.67 USD
-3.06
4.39%
At close Feb 6, 4:00 PM EST
After hours
67.00
+0.33
0.49%
1 day
-4.39%
5 days
1.02%
1 month
-9.03%
3 months
8.34%
6 months
111.05%
Year to date
2.89%
1 year
187.99%
5 years
187.99%
10 years
187.99%
 

About: LandBridge Co LLC is engaged in managing land and resources to support and promote oil and natural gas development. It generate revenue streams from the use of its surface acreage, the sale of resources from land and oil and gas royalties.

0
Funds holding %
of 6,831 funds
0
Analysts bullish %
of 5 analysts

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

100% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 2 (+1) [Q3]

81.23% more ownership

Funds ownership: 5.08% [Q2] → 86.31% (+81.23%) [Q3]

74% more capital invested

Capital invested by funds: $337M [Q2] → $587M (+$249M) [Q3]

57% more funds holding

Funds holding: 37 [Q2] → 58 (+21) [Q3]

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$25
63%
downside
Avg. target
$68
2%
upside
High target
$85
27%
upside

5 analyst ratings

positive
40%
neutral
40%
negative
20%
Raymond James
Justin Jenkins
26% 1-year accuracy
5 / 19 met price target
27%upside
$85
Outperform
Maintained
28 Jan 2025
Barclays
Theresa Chen
42% 1-year accuracy
11 / 26 met price target
18%upside
$79
Equal-Weight
Maintained
17 Jan 2025
Goldman Sachs
John Mackay
73% 1-year accuracy
16 / 22 met price target
6%upside
$71
Buy
Reinstated
3 Jan 2025
RBC Capital
Darko Mihelic
40% 1-year accuracy
2 / 5 met price target
63%downside
$25
Underperform
Reiterated
10 Dec 2024
Piper Sandler
Mark Lear
43% 1-year accuracy
76 / 176 met price target
18%upside
$79
Neutral
Maintained
25 Nov 2024

Financial journalist opinion

Based on 7 articles about LB published over the past 30 days

Negative
Seeking Alpha
6 days ago
LandBridge: A Serious Long- Term Investment
The stock of LandBridge is moving in a strong upward trend for several months. After its recent IPO, the stock has gained 300% in the first seven months of trading, even after the January 27th sell-off following DeepSeek's announcement. The heavy liquidations led the stock to a lower valuation, with a 23% decline from its January 2025 peak.
LandBridge: A Serious Long- Term Investment
Neutral
Business Wire
6 days ago
LandBridge Schedules Fourth Quarter and Fiscal Year 2024 Earnings Release and Conference Call
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC ("LandBridge") today announced that it will release its financial results for the fourth quarter and the fiscal year ended December 31, 2024 after market close on Wednesday, March 5, 2025. LandBridge will host a webcast and conference call to discuss its results on Thursday, March 6, 2025, at 8:00 a.m. Central Time / 9:00 a.m. Eastern Time. Webcast Instructions: To listen to the live webcast, please visit the Events and Presentations section of t.
LandBridge Schedules Fourth Quarter and Fiscal Year 2024 Earnings Release and Conference Call
Positive
Seeking Alpha
6 days ago
'No-Brainer' Buys: If I Could Only Own 2 Dividend Stocks
I believe we are entering the perfect stock-picking market as valuations shift. With economic growth widening, opportunities beyond big tech are emerging. One of my highest-conviction picks is a unique landowner. Its high-margin business model benefits from oil, water, and data center deals. The other pick is a high-margin financial giant. With strong cash flow, minimal capital needs, and dividend potential, I see massive upside ahead.
'No-Brainer' Buys: If I Could Only Own 2 Dividend Stocks
Negative
CNBC Television
1 week ago
Tech and utilities lead stocks lower amid market sell-off
CNBC's Brian Sullivan joins 'Power Lunch' to discuss how energy stocks are moving on the market sell-off.
Tech and utilities lead stocks lower amid market sell-off
Positive
Zacks Investment Research
2 weeks ago
Energy Sector Gains Momentum: 3 Top Ranked Stocks to Buy Now
The energy sector has emerged as 2025's early market leader, surging nearly 10% year-to-date amid a powerful confluence of catalysts. A renewed focus on domestic energy production under the new administration, combined with soaring power demands from artificial intelligence infrastructure, has created a particularly favorable environment for energy stocks.
Energy Sector Gains Momentum: 3 Top Ranked Stocks to Buy Now
Positive
Forbes
2 weeks ago
7 Dividend Stocks That Just Started Paying Shareholders
Ready for the inaugurations? Yes, with a plural.
7 Dividend Stocks That Just Started Paying Shareholders
Positive
Seeking Alpha
3 weeks ago
Ultra-High Conviction: My 3 Favorite Inflation Stocks
Inflation remains a key concern, but I've identified three exceptional stocks that thrive in these conditions, offering growth, income, and resilience. These stocks are backed by strong fundamentals, pricing power, and a history of delivering value, making them ideal picks for inflationary times. With a long-term perspective, I'm confident these investments can weather economic challenges and compound returns for years to come.
Ultra-High Conviction: My 3 Favorite Inflation Stocks
Positive
Seeking Alpha
1 month ago
Investing In 2025: Ignore Dividends At Your Own Peril
Investing In 2025: Ignore Dividends At Your Own Peril
Investing In 2025: Ignore Dividends At Your Own Peril
Positive
Seeking Alpha
1 month ago
Beat Inflation Like A Pro: Unstoppable Dividend Picks You Can't Miss
The dollar surged 8% in 2024, fueled by the Fed's policy shifts and potential tariffs under President Trump. As inflation persists, the Fed's uncertain path adds volatility. Professional investors, including hedge fund managers, emphasize inflation protection. Infrastructure assets, particularly in renewable power and data centers, offer strong growth and income potential. Amid rising bond yields, I favor high-yielding stocks, especially in infrastructure and real estate, as these sectors benefit from inflation and offer stability and growth.
Beat Inflation Like A Pro: Unstoppable Dividend Picks You Can't Miss
Positive
Seeking Alpha
1 month ago
Oil Be Back! My Top Energy Picks For 2025 And Beyond
The shale boom is fading, but I see massive potential in energy's next phase. I'm focusing on strategic picks positioned for long-term growth. My favorite energy investments are built to thrive in shifting markets. They balance innovation, strong cash flow, and reliable dividends. Looking ahead to 2025 and beyond, I'm excited about these picks. They represent the future of energy and align perfectly with my investment strategy.
Oil Be Back! My Top Energy Picks For 2025 And Beyond
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