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 7,312 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
152% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 25
126% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 19
39% more call options, than puts
Call options by funds: $13.5M | Put options by funds: $9.71M
35% more capital invested
Capital invested by funds: $1.24B [Q4 2024] → $1.67B (+$430M) [Q1 2025]
18% more funds holding
Funds holding: 122 [Q4 2024] → 144 (+22) [Q1 2025]
10.34% less ownership
Funds ownership: 110.15% [Q4 2024] → 99.81% (-10.34%) [Q1 2025]
20% less funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 4 (-1) [Q1 2025]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$66
11%
upside
Avg. target
$80
33%
upside
High target
$93
56%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
Barclays Theresa Chen | 11%upside $66 | Equal-Weight Maintained | 10 Jul 2025 |
Wells Fargo Roger Read | 56%upside $93 | Overweight Maintained | 16 May 2025 |
Financial journalist opinion
Based on 6 articles about LB published over the past 30 days
Positive
Seeking Alpha
2 days ago
Water You Waiting For? One Of My Favorite Ideas I've Ever Written About
The world is focused on flashy megatrends, but my top thesis, water in energy production, is far more overlooked and, in my view, far more urgent. Produced water is overwhelming the Permian. Handling costs are soaring, pore space is shrinking, and new infrastructure is critical for the future. I'm heavily invested in companies with water, mineral, and surface rights. These landowners are perfectly positioned to benefit for years to come.
Neutral
Business Wire
3 days ago
LandBridge Schedules Second Quarter 2025 Earnings Release and Conference Call
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) ("LandBridge") today announced that it will release its financial results for the second quarter of 2025 after market close on Wednesday, August 6, 2025. LandBridge will host a webcast and conference call to discuss its results on Thursday, August 7, 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 the LandBridge Investor.
Positive
Seeking Alpha
5 days ago
The Smartest Dividend Stocks To Own For What's Coming
Asking 'why' repeatedly is crucial for investors to understand the root causes of macroeconomic shifts and avoid being blind sided by market disruptions. The current U.S. policy shift favors growth over inflation control, increasing risks of higher inflation and short-term debt refinancing challenges. Given these risks, I recommend increasing exposure to real assets, REITs, and cyclical value stocks for inflation protection and potential outperformance.
Positive
Seeking Alpha
1 week ago
This Changes Everything: One Of The Most Important Shifts For Dividend Investors
Inflation isn't just back, it's becoming policy. From skewed CPI data to deficit-driven dollar moves, we're entering a new and lasting macro era. The U.S. may now prefer higher inflation to fix its balance sheet and boost growth. That changes everything, including how we invest, where we invest, and why. I'm not overhauling my strategy. But I'm sharpening my focus on pricing power, hard assets, and income that's built for this new reality.
Positive
Seeking Alpha
3 weeks ago
LandBridge: Exposure To Data Centers And The Growing Water-To-Oil Ratio
LandBridge offers a high-margin, low-capex royalty model, benefiting from higher water-to-oil ratios as wells age. Unlike peers, LandBridge is less exposed to oil prices, with 92% of revenue from non-O&G sources. Once the Speedway Pipeline is fully operational, water volumes will grow by over 30%.
Positive
Seeking Alpha
3 weeks ago
LandBridge: Buy Recommendation For This High-Quality Investment Choice
The first year of trading for LandBridge generated a +326% return. The company achieved an impressive EBITDA margin of 88%, while its revenue grew by 131% during Q1 2025. The company operates a basic business model, maintaining minimal operational expenses.
Positive
Seeking Alpha
1 month ago
My Entire Net Worth Is Built On This Dividend Strategy - Here's Why
I've updated my investment framework to eliminate overlap, clarify pillars, and better guide my dividend growth investing strategy. The new model focuses on three pillars: company-specific factors, economic fundamentals, and external risks and opportunities. I prioritize leading economic indicators over lagging data like GDP, aiming to predict business cycles and buy cyclical stocks at opportune times.
Negative
Seeking Alpha
1 month ago
Mega Disruption - I'm Buying Dividends Like My Future Depends On It
AI is a transformative megatrend, likely to disrupt white-collar jobs and reshape industries more profoundly than most anticipate. Generative AI threatens up to 30% of workforce tasks, with STEM, business, and administrative roles most at risk; blue-collar jobs are safer for now. Job security is declining, making it crucial for individuals to invest and build financial safety nets amid rising uncertainty.
Positive
Seeking Alpha
1 month ago
LandBridge Company: Its Solid Business Model And Growth Drivers Justify Its Valuation
LandBridge's high-margin, low-cost business model and strategic land acquisitions drive resilient revenue and cash flow, even amid oil price volatility. Diversified revenue streams—surface royalties, water, and natural gas—offset oil weakness and position LB for growth as energy and data center demand rises. Valuation is justified by valuable Permian Basin land holdings and normalized EBITDA, with potential upside from data center-related agreements and brackish water demand.
Positive
Seeking Alpha
1 month ago
Why LandBridge Might Be The Smartest Investment I've Ever Made
LandBridge's unique business model, owning land in the Permian Basin, generates high-margin revenue from surface rights leases, royalties, and resource sales, with minimal CapEx. The company reported impressive 1Q25 results, with 131% revenue growth and 129% adjusted EBITDA growth, despite oil price weakness, emphasizing its diversification into non-oil revenue streams. Strategic land acquisitions and partnerships with top energy producers ensure robust demand for LandBridge's services, supporting long-term growth and resilience against oil price volatility.
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