LB
LandBridge Co LLC
$69.29
+2.76%
$5.3B
No data for this timeframe.
Vol
Market Cap$5.3B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (75%)
Inst. Holders50 funds
Inst. Value$1.0B
Inst. Activity20 buys / 4 sells
Insider Activity0B / 3S
Insider Net $-$4.0M
Reddit Sentiment50° Neutral
SEC Reports2
Recent Activity
May 14, 2026
short_interest
FTD: LB — 40,764 shares ($2.7M) failed to deliver
Settlement: 20260514, Price: $67.36, FTD Value: $2,745,863.04, LANDBRIDGE CO LLC CL A
Apr 30, 2026
SEC
LandBridge Co LLC filed a DEFA14A (additional definitive proxy soliciting materials) providing notice of its 2026 Annual
DEFA14A — Impact 2/10
Mar 6, 2026
Insider
WATSON CHARLES L. sold 13,000 shares
Director @ $75.00 ($975.1K)
Mar 4, 2026
Insider
WATSON CHARLES L. sold 9,670 shares
Director @ $75.19 ($727.1K)
Mar 2, 2026
Insider
WATSON CHARLES L. sold 30,680 shares
Director @ $74.07 ($2.3M)
Feb 25, 2026
SEC
LandBridge Co LLC reported strong fourth quarter and full-year 2025 results, with revenue up 56% YoY in Q4 and 81% YoY f
8-K — Impact 8/10
Inst.
MORGAN STANLEY — TRIM
1,475,827 shares ($101.9M)
Inst.
FMR LLC — ADD
1,334,828 shares ($92.2M)
Price Targets
$80.57
+16.3% upside
Buy
Current $69.29
Low $66.00
Median $83.00
High $98.00
7 analysts
$66.00
$98.00
Analyst Ratings
3Strong Buy
9Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 8, 2026 | Piper Sandler | REITERATE | Neutral → Neutral |
| Mar 18, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
| Mar 13, 2026 | Goldman Sachs | MAINTAIN | Buy → Buy |
| Feb 27, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.37 ▲ +12.1% | $0.37 — $0.37 | 277% YoY | 1 |
| Next Q | $0.41 ▲ +17.1% | $0.41 — $0.41 | 287% YoY | 1 |
| Current FY | $1.48 ▲ +8.0% | $1.48 — $1.48 | 57% YoY | 1 |
| Next FY | $2.15 ▲ +19.4% | $2.15 — $2.15 | 45% YoY | 1 |
Latest Reports
NEUTRAL
DEFA14A
2/10
LandBridge Co LLC filed a DEFA14A (additional definitive proxy soliciting materials) providing notice of its 2026 Annual
Apr 30, 2026
BULLISH
8-K
8/10
LandBridge Co LLC reported strong fourth quarter and full-year 2025 results, with revenue up 56% YoY in Q4 and 81% YoY f
Feb 25, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| HORIZON KINETICS ASSET MANAGEMENT | $390.6M | — |
| MORGAN STANLEY | $101.9M | TRIM |
| FMR LLC | $92.2M | ADD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $85.6M | — |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, | $61.3M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Mar 6, 2026 | WATSON CHARLES | SELL | $975.1K |
| Mar 4, 2026 | WATSON CHARLES | SELL | $727.1K |
| Mar 2, 2026 | WATSON CHARLES | SELL | $2.3M |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
50 institutional holders with $1.0B total value (14,713,432 shares) as of 2026-Q1. Top holders: HORIZON, MORGAN, FMR. Net buying activity: 20 institutions added/increased vs 4 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | HORIZON KINETICS ASSET MANAGEMENT LLC | 5,657,134 | $390.6M | 38.4% | — |
| 2 | MORGAN STANLEY | 1,475,827 | $101.9M | 10.0% | TRIM -69.9% |
| 3 | FMR LLC | 1,334,828 | $92.2M | 9.1% | ADD +64.0% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,239,898 | $85.6M | 8.4% | — |
| 5 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 887,466 | $61.3M | 6.0% | ADD +28.6% |
| 6 | Hood River Capital Management LLC | 621,075 | $42.9M | 4.2% | — |
| 7 | MARSHALL WACE, LLP | 562,062 | $38.8M | 3.8% | DOUBLED +294.4% |
| 8 | TWO SIGMA INVESTMENTS, LP | 545,477 | $37.7M | 3.7% | NEAR_EXIT -76.9% |
| 9 | RAYMOND JAMES FINANCIAL INC | 363,112 | $25.1M | 2.5% | ADD +41.5% |
| 10 | CAPTRUST FINANCIAL ADVISORS | 274,559 | $19.0M | 1.9% | — |
| 11 | CITADEL ADVISORS LLC | 204,233 | $14.1M | 1.4% | — |
| 12 | WELLS FARGO & COMPANY/MN | 188,255 | $13.0M | 1.3% | ADD +34.3% |
| 13 | HighTower Advisors, LLC | 156,909 | $10.8M | 1.1% | ADD +41.8% |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 152,100 | $10.5M | 1.0% | — |
| 15 | SEI INVESTMENTS CO | 134,720 | $9.3M | 0.9% | DOUBLED +100.0% |
| 16 | Amundi | 102,085 | $7.0M | 0.7% | TRIM -45.8% |
| 17 | BlackRock, Inc. | 87,006 | $6.0M | 0.6% | ADD +74.4% |
| 18 | BANK OF AMERICA CORP /DE/ | 64,933 | $4.5M | 0.4% | DOUBLED +996.1% |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 61,200 | $4.2M | 0.4% | — |
| 20 | ROYAL BANK OF CANADA | 44,985 | $3.1M | 0.3% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | TRIM | 4,894,992 | 1,475,827 | -69.9% | $101.9M | 2026-Q1 |
| FMR LLC | ADD | 813,748 | 1,334,828 | +64.0% | $92.2M | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | ADD | 690,291 | 887,466 | +28.6% | $61.3M | 2026-Q1 |
| MARSHALL WACE, LLP | DOUBLED | 142,506 | 562,062 | +294.4% | $38.8M | 2026-Q1 |
| HighTower Advisors, LLC | ADD | 110,626 | 156,909 | +41.8% | $10.8M | 2026-Q1 |
| SEI INVESTMENTS CO | DOUBLED | 67,360 | 134,720 | +100.0% | $9.3M | 2026-Q1 |
| Amundi | TRIM | 188,273 | 102,085 | -45.8% | $7.0M | 2026-Q1 |
| BlackRock, Inc. | ADD | 49,877 | 87,006 | +74.4% | $6.0M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 5,924 | 64,933 | +996.1% | $4.5M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | 6,378 | 40,392 | +533.3% | $2.8M | 2026-Q1 |
| STATE STREET CORP | ADD | 21,983 | 30,528 | +38.9% | $2.1M | 2026-Q1 |
| &PARTNERS | DOUBLED | 4,272 | 26,789 | +527.1% | $1.8M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 42,735 | 22,892 | -46.4% | $1.6M | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | ADD | 9,025 | 14,325 | +58.7% | $990.1K | 2026-Q1 |
| Vident Advisory, LLC | ADD | 4,486 | 8,305 | +85.1% | $573.5K | 2026-Q1 |
| STIFEL FINANCIAL CORP | ADD | 6,308 | 8,075 | +28.0% | $557.6K | 2026-Q1 |
| Mariner, LLC | ADD | 5,771 | 7,983 | +38.3% | $551.2K | 2026-Q1 |
| Arizona State Retirement System | ADD | 5,305 | 7,669 | +44.6% | $529.5K | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP | ADD | 4,665 | 6,001 | +28.6% | $414.4K | 2026-Q1 |
| Russell Investments Group, Ltd. | ADD | 3,102 | 4,181 | +34.8% | $288.7K | 2026-Q1 |
| GROUP ONE TRADING LLC | ADD | 1,204 | 1,796 | +49.2% | $124.0K | 2026-Q1 |
| DEUTSCHE BANK AG\ | ADD | 1,153 | 1,737 | +50.7% | $119.9K | 2026-Q1 |
| CWM, LLC | ADD | 423 | 550 | +30.0% | $38.0K | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | NEAR_EXIT | 3,405 | 5 | -99.9% | $345.00 | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | NEW | — | 690,291 | — | $33.8M | 2025-Q4 |
1 unique insiders with 3 transactions. Net insider value: -$4.0M ($0.00 bought, $4.0M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 6, 2026 | WATSON CHARLES L. | Director | SELL | 13,000 | $75.00 | $975.1K |
| Mar 4, 2026 | WATSON CHARLES L. | Director | SELL | 9,670 | $75.19 | $727.1K |
| Mar 2, 2026 | WATSON CHARLES L. | Director | SELL | 30,680 | $74.07 | $2.3M |
2 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 5.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (75% buy). Based on 16 analysts: 3 strong buy, 9 buy, 4 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$80.57 mean target
+16.3% upside
Buy (3.00)
$66.00 Low
$98.00 High
| Metric | Value |
|---|---|
| Current Price | $69.29 |
| Target Low | $66.00 |
| Target Mean | $80.57 |
| Target Median | $83.00 |
| Target High | $98.00 |
| # Analysts | 7 |
| Recommendation | Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.37 | $0.37 | $0.37 | 276.8% | +12.1% | 1↑ 0↓ | $0.1B | 27.8% | 1 |
| Next Q 2026-09-30 |
$0.41 | $0.41 | $0.41 | 287.0% | +17.1% | 1↑ 0↓ | $0.1B | 27.5% | 1 |
| Current FY 2026-12-31 |
$1.48 | $1.48 | $1.48 | 57.5% | +8.0% | 1↑ 0↓ | $0.2B | 23.2% | 1 |
| Next FY 2027-12-31 |
$2.15 | $2.15 | $2.15 | 45.3% | +19.4% | 1↑ 0↓ | $0.3B | 24.9% | 1 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.370 | |
| 7d ago | $0.330 | +0.040 |
| 30d ago | $0.330 | +0.040 |
| 60d ago | $0.410 | -0.040 |
| 90d ago | $0.410 | -0.040 |
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 8, 2026 | Piper Sandler | REITERATE | Neutral | Neutral |
| Mar 18, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Mar 13, 2026 | Goldman Sachs | MAINTAIN | Buy | Buy |
| Feb 27, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 9 | 4 | 0 | 0 | 75% | |
| May 1, 2026 | 3 | 9 | 4 | 0 | 0 | 75% | |
| Apr 1, 2026 | 3 | 9 | 4 | 0 | 0 | 75% | |
| Mar 1, 2026 | 3 | 9 | 4 | 0 | 0 | 75% | |
| Feb 1, 2026 | 3 | 9 | 5 | 0 | 0 | 71% | |
| Jan 1, 2026 | 3 | 9 | 5 | 0 | 0 | 71% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
1 mentions
0 bullish
0 bearish
1 time period
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Feb 25, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
May 14, 2026
short_interest
FTD: LB — 40,764 shares ($2.7M) failed to deliver
Settlement: 20260514, Price: $67.36, FTD Value: $2,745,863.04, LANDBRIDGE CO LLC CL A
May 6, 2026
short_interest
FTD: LB — 17,937 shares ($1.2M) failed to deliver
Settlement: 20260506, Price: $66.14, FTD Value: $1,186,353.18, LANDBRIDGE CO LLC CL A
May 6, 2026
earnings_calendar
LB Q1 2026 Earnings Scheduled — 2026-05-06
May 5, 2026
short_interest
FTD: LB — 29,617 shares ($1.9M) failed to deliver
Settlement: 20260505, Price: $65.07, FTD Value: $1,927,178.19, LANDBRIDGE CO LLC CL A
May 1, 2026
short_interest
FTD: LB — 23,364 shares ($1.6M) failed to deliver
Settlement: 20260501, Price: $68.73, FTD Value: $1,605,807.72, LANDBRIDGE CO LLC CL A
Apr 13, 2026
short_interest
FTD: LB — 18,293 shares ($1.2M) failed to deliver
Settlement: 20260413, Price: $68.01, FTD Value: $1,244,106.93, LANDBRIDGE CO LLC CL A
Mar 18, 2026
short_interest
FTD: LB — 7,478 shares ($0.6M) failed to deliver
Settlement: 20260318, Price: $77.41, FTD Value: $578,871.98, LANDBRIDGE CO LLC CL A
Mar 17, 2026
short_interest
FTD: LB — 31,804 shares ($2.3M) failed to deliver
Settlement: 20260317, Price: $71.14, FTD Value: $2,262,536.56, LANDBRIDGE CO LLC CL A
Mar 5, 2026
short_interest
FTD: LB — 19,044 shares ($1.4M) failed to deliver
Settlement: 20260305, Price: $74.50, FTD Value: $1,418,778, LANDBRIDGE CO LLC CL A
Mar 3, 2026
short_interest
FTD: LB — 8,215 shares ($0.6M) failed to deliver
Settlement: 20260303, Price: $74.00, FTD Value: $607,910, LANDBRIDGE CO LLC CL A
Mar 2, 2026
short_interest
FTD: LB — 9,518 shares ($0.7M) failed to deliver
Settlement: 20260302, Price: $74.50, FTD Value: $709,091, LANDBRIDGE CO LLC CL A
Feb 25, 2026
earnings_calendar
LB Q4 2025 Earnings After Market Close — 2026-02-25
Feb 11, 2026
short_interest
FTD: LB — 50,445 shares ($2.9M) failed to deliver
Settlement: 20260211, Price: $58.24, FTD Value: $2,937,916.8, LANDBRIDGE CO LLC CL A