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 7,425 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
425% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 16
150% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 5 (+3) [Q4]
136% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 11
112% more funds holding
Funds holding: 58 [Q3] → 123 (+65) [Q4]
111% more capital invested
Capital invested by funds: $587M [Q3] → $1.24B (+$653M) [Q4]
23.89% more ownership
Funds ownership: 86.31% [Q3] → 110.2% (+23.89%) [Q4]
11% more call options, than puts
Call options by funds: $5.99M | Put options by funds: $5.41M
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$70
3%
downside
Avg. target
$79
10%
upside
High target
$88
21%
upside
3 analyst ratings
1 positive
33%
2 neutral
67%
0 negative
0%
Goldman Sachs John Mackay 50% 1-year accuracy 9 / 18 met price target | 21%upside $88 | Buy Maintained | 26 Mar 2025 |
Barclays Theresa Chen 41% 1-year accuracy 13 / 32 met price target | 10%upside $80 | Equal-Weight Maintained | 21 Mar 2025 |
Piper Sandler Mark Lear 38% 1-year accuracy 63 / 164 met price target | 3%downside $70 | Neutral Maintained | 7 Mar 2025 |
Financial journalist opinion
Based on 6 articles about LB published over the past 30 days
Positive
Seeking Alpha
2 days ago
Oil Be Rich: My Favorite Energy Dividend Stocks Are A Steal Right Now
Energy stocks are volatile, influenced by factors like commodity prices, geopolitical events, and supply changes. However, despite short-term challenges, I remain optimistic for long-term growth in the sector. Current OPEC moves and geopolitical risks have caused short-term price volatility. Still, I believe energy's long-term potential, driven by supply gaps and demand growth, remains intact. I highlight my top natural gas and oil picks, each with strong reserves, low breakeven costs, and a commitment to shareholder returns.
Positive
Seeking Alpha
2 weeks ago
Undercovered Dozen: VICI Properties, General Dynamics, LandBridge, Anavex +
The 'Undercovered' Dozen highlights 12 lesser-covered stocks, offering new investment opportunities and fostering community discussion on their potential. Trinity Capital's stock dip presents a buying opportunity due to its positive interest rate sensitivity, robust dividend, and specialized financing solutions. VICI Properties is a 'Buy' for its stable rental revenues, strong liquidity, and a tariff-proof business model focused on gaming and experiential real estate.
Neutral
Business Wire
3 weeks ago
LandBridge Schedules First 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 first quarter of 2025 after market close on Wednesday, May 7, 2025. LandBridge will host a webcast and conference call to discuss its results on Thursday, May 8, 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 Relatio.
Neutral
Seeking Alpha
3 weeks ago
My Worst Week Ever - And The 4 Dividend Stocks I'm Buying Now
Last week, I experienced my worst portfolio performance yet, dropping from a +7% return to -7%. Despite this, I'm still outperforming the market by 700 basis points. Though macroeconomic risks have increased, I believe the current volatility is temporary. I remain confident, with a sizable cash position, and continue to look for buying opportunities. In volatile markets, I avoid panic-selling and instead focus on acquiring quality stocks at discounted prices. This strategy aligns with my long-term dividend growth goals.
Positive
Seeking Alpha
3 weeks ago
LandBridge: A High-Quality Long-Term Investment Choice
LandBridge's distinctive business model combined with its solid financial position and rising upward trend makes it an attractive "BUY" opportunity for medium- to long-term investors. LB stock's short-term price volatility and poor dividend policy do not diminish its long-term investment potential. LandBridge has a solid financial position with some extraordinary margins and growth potential.
Neutral
Seeking Alpha
3 weeks ago
Chaos Breeds Bargains! Here's What I'm Buying
My portfolio took a major hit on April 3 and 4, with losses surpassing previous records. Yet, despite the pain, I remain optimistic. Market corrections are essential for long-term wealth building. Though short-term declines are difficult, I view them as opportunities to improve my risk/reward and income potential. I'm eyeing undervalued opportunities, especially cyclical stocks. The current market weakness, amplified by tariffs, offers great buying potential for stocks like Union Pacific and Prologis, and many others.
Neutral
Schwab Network
1 month ago
OKLO & LB Key in A.I. Buildout, TSLA Valuation Drives Volatility
Ivan Feinseth believes Mag 7 names like Nvidia (NVDA), Microsoft (MSFT) and Meta Platforms (META) will remain dominant despite the recent market pullback. However, he points to nuclear power potential in Oklo Inc. (OKLO) and Landbridge's (LB) land development opportunities as central to future A.I.
Positive
Seeking Alpha
1 month ago
Buy, Baby, Buy: My 12 Favorite Energy Stocks For What's Next
Energy stocks are proving their strength, outperforming the market despite oil price stagnation. Structural shifts, deglobalization, and inflation favor long-term upside. Shale growth is slowing, and oil companies are prioritizing cash flow over expansion. With rising costs, $70 oil is the new $50, limiting U.S. production at lower prices. Uncertainty in policy and tariffs adds pressure, but I see oil stabilizing near $90 long term. My top energy picks remain strong plays for income and capital appreciation.
Positive
Investors Business Daily
1 month ago
LandBridge Invites Tech Investors To Unlock The Permian Basin
The Permian Basin, the premier U.S. shale-oil production region, is rapidly developing into much more complex territory. Already a stronghold for wind and solar power, it has recently become home to a rising number of high-tech "computer ranches" dedicated to bitcoin mining.
Positive
Seeking Alpha
1 month ago
If I Could Buy Just 3 Dividend Stocks, These Would Be My Selections
In a challenging market, I focus on value and strong balance sheets. My watchlist has been tough to finalize, but I'm deploying cash strategically into high-conviction plays. Despite global shifts, I remain fully invested in U.S. stocks. Valuations are skewed by mega caps, but opportunities in quality US value stocks continue to emerge. My three top dividend picks reflect my long-term strategy. These companies offer strong fundamentals and pricing power, positioning them well in an uncertain economic landscape.
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