TPL

Texas Pacific Land Corp

NYSE · Oil Royalty Traders · Inc. DE · CIK 0001811074
$378.91 +2.53% $26.1B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)26 New Institutional Positions15 Institutional Exits
Vol
Market Cap$26.1B
Cap SizeLarge Cap
Inst. Holders50 funds
Inst. Value$16.7B
Inst. Activity26 buys / 15 sells
Insider Activity45B / 2S
Insider Net $-$1.5M
SEC Reports14
Exchange NYSE·Sector Oil Royalty Traders·Inc. DE·CIK 0001811074·Prev Close $369.55

Recent Activity

Jun 12, 2026 SEC
Mixed insider cluster at TPL: CFO Chris Stedum sold $292K worth of stock in a single open-market transaction, while 10%
CLUSTER — Impact 3/10
Jun 11, 2026 Insider
HORIZON KINETICS ASSET MANAGEMENT LLC bought 1 shares
10%+ Owner @ $370.47 ($370.47)
Jun 10, 2026 SEC
CFO Chris Stedum sold ~$1.56M in open-market sales over two trading days, while a 10% owner made four token $400 purchas
CLUSTER — Impact 2/10
Jun 10, 2026 Insider
HORIZON KINETICS ASSET MANAGEMENT LLC bought 1 shares
10%+ Owner @ $380.37 ($380.37)
Jun 9, 2026 SEC
Texas Pacific Land Corp (TPL) CFO Chris Steddum sold $1.27M worth of stock in a single open-market transaction on June 5
CLUSTER — Impact 2/10
Jun 9, 2026 Insider
HORIZON KINETICS ASSET MANAGEMENT LLC bought 1 shares
10%+ Owner @ $386.62 ($386.62)
Inst.
MORGAN STANLEY — ADD
964,476 shares ($457.7M)
Inst.
Invesco Ltd. — TRIM
622,175 shares ($295.3M)

Price Targets

Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$445.00 (Feb 2026)
Current $378.91 Low $251.00 Median $445.00 High $639.00 2 analysts
$251.00 $639.00

Analyst Ratings

Historical distribution75% buy · 8 analysts · last covering-analyst action Feb 2026
2Strong Buy
4Buy
1Hold
0Sell
1Strong Sell
Historical Analyst Actions
DateFirmActionRating
Feb 23, 2026 Keybanc MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.28 ▼ -8.6% $2.14 — $2.42 36% YoY 2
Next Q $2.40 ▼ -4.1% $2.35 — $2.45 37% YoY 2
Current FY $9.17 ▼ -4.1% $8.88 — $9.46 32% YoY 2
Next FY $10.08 ▼ -4.9% $9.64 — $10.53 10% YoY 2

Latest Reports

NEUTRAL CLUSTER 3/10
Mixed insider cluster at TPL: CFO Chris Stedum sold $292K worth of stock in a single open-market transaction, while 10%
Jun 12, 2026
NEUTRAL CLUSTER 2/10
CFO Chris Stedum sold ~$1.56M in open-market sales over two trading days, while a 10% owner made four token $400 purchas
Jun 10, 2026

Top Institutional Holders

FundValueMove
HORIZON KINETICS ASSET MANAGEMENT$4.8B—
BlackRock, Inc.$2.8BDOUBLED
STATE STREET CORP$1.8BDOUBLED
VANGUARD CAPITAL MANAGEMENT LLC$1.8B—
VANGUARD PORTFOLIO MANAGEMENT LLC$1.5B—

Recent Insider Trades

DateInsiderTypeValue
Jun 11, 2026HORIZON KINETICSBUY$370.47
Jun 10, 2026HORIZON KINETICSBUY$380.37
Jun 9, 2026HORIZON KINETICSBUY$386.62
Jun 8, 2026HORIZON KINETICSBUY$402.65
Jun 8, 2026STEDDUM CHRISSELL$292.2K
50 institutional holders with $16.7B total value (35,249,605 shares) as of 2026-Q1. Top holders: HORIZON, BlackRock,, STATE. Net buying activity: 26 institutions added/increased vs 15 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1HORIZON KINETICS ASSET MANAGEMENT LLC10,015,379$4.8B28.4%—
2BlackRock, Inc.5,952,515$2.8B16.9%DOUBLED +225.8%
3STATE STREET CORP3,784,957$1.8B10.7%DOUBLED +206.8%
4VANGUARD CAPITAL MANAGEMENT LLC3,783,685$1.8B10.7%—
5VANGUARD PORTFOLIO MANAGEMENT LLC3,142,852$1.5B8.9%—
6MORGAN STANLEY964,476$457.7M2.7%ADD +32.5%
7Invesco Ltd.622,175$295.3M1.8%TRIM -27.3%
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC613,374$291.1M1.7%—
9DIMENSIONAL FUND ADVISORS LP431,090$204.5M1.2%DOUBLED +201.9%
10Legal & General Group Plc402,574$191.0M1.1%DOUBLED +209.6%
11TD ASSET MANAGEMENT INC378,646$179.7M1.1%—
12GOLDMAN SACHS GROUP INC374,012$177.5M1.1%—
13VANGUARD FIDUCIARY TRUST CO334,573$158.8M0.9%—
14Epoch Investment Partners, Inc.331,137$157.1M0.9%—
15SUSQUEHANNA INTERNATIONAL GROUP, LLP313,700$148.9M0.9%—
16Amundi279,786$132.8M0.8%DOUBLED +207.2%
17BANK OF AMERICA CORP /DE/264,740$125.6M0.8%DOUBLED +143.0%
18DEUTSCHE BANK AG\202,510$96.1M0.6%NEW
19CITADEL ADVISORS LLC193,800$92.0M0.5%—
20Nuveen, LLC161,414$76.6M0.5%DOUBLED +196.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD727,921964,476+32.5%$457.7M2026-Q1
Invesco Ltd.TRIM855,816622,175-27.3%$295.3M2026-Q1
BANK OF AMERICA CORP /DE/DOUBLED108,959264,740+143.0%$125.6M2026-Q1
SEI INVESTMENTS COADD70,773114,464+61.7%$54.3M2026-Q1
Pacer Advisors, Inc.DOUBLED43,75796,189+119.8%$45.6M2026-Q1
DANSKE BANK A/STRIM141,16595,252-32.5%$45.2M2026-Q1
Neuberger Berman Group LLCDOUBLED26,05975,264+188.8%$35.7M2026-Q1
FMR LLCADD39,22764,440+64.3%$30.6M2026-Q1
Korea Investment CORPADD28,12247,832+70.1%$22.7M2026-Q1
Lido Advisors, LLCDOUBLED19,73244,013+123.1%$20.9M2026-Q1
MARSHALL WACE, LLPTRIM57,27929,789-48.0%$14.1M2026-Q1
Mediolanum International Funds LtdTRIM36,65425,817-29.6%$12.1M2026-Q1
CIBC WORLD MARKET INC.DOUBLED1,12222,117+1871.2%$10.5M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCADD12,84022,022+71.5%$10.5M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCTRIM37,76420,845-44.8%$9.3M2026-Q1
BNP Paribas Asset Management Holding S.A.TRIM50,80714,618-71.2%$6.9M2026-Q1
APG Asset Management N.V.TRIM18,35812,914-29.7%$5.3M2026-Q1
NATIONAL BANK OF CANADA /FI/TRIM28,52711,026-61.3%$5.2M2026-Q1
CAPTRUST FINANCIAL ADVISORSDOUBLED4,53510,740+136.8%$5.1M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD7,2339,332+29.0%$4.4M2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.ADD5,7478,747+52.2%$4.2M2026-Q1
FIFTH THIRD BANCORPDOUBLED4998,452+1593.8%$4.0M2026-Q1
NEOS Investment Management LLCDOUBLED3,3637,858+133.7%$3.7M2026-Q1
Vident Advisory, LLCADD4,0387,225+78.9%$3.4M2026-Q1
ALLSTATE CORPADD4,4496,766+52.1%$3.2M2026-Q1
3 unique insiders with 50 transactions. Net insider value: -$1.5M ($20.2K bought, $1.6M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 11, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$370.47$370.47
Jun 10, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$380.37$380.37
Jun 9, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$386.62$386.62
Jun 8, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$402.65$402.65
Jun 8, 2026STEDDUM CHRISChief Financial OfficerSELL730$400.21$292.2K
Jun 5, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$394.84$394.84
Jun 5, 2026STEDDUM CHRISChief Financial OfficerSELL3,170$400.25$1.3M
Jun 4, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$406.73$406.73
Jun 3, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$406.72$406.72
Jun 2, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$368.20$368.20
Jun 1, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$387.38$387.38
May 29, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$395.39$395.39
May 28, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$406.26$406.26
May 27, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$404.86$404.86
May 26, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$402.90$402.90
May 22, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$400.85$400.85
May 21, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$396.43$396.43
May 20, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY2$395.93$791.86
May 19, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY2$390.21$780.42
May 18, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$385.14$385.14
May 15, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$387.62$387.62
May 14, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$385.21$385.21
May 13, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$381.10$381.10
May 12, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$393.71$393.71
May 11, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerAWARD1$401.44$401.44
May 8, 2026DOYLE PETERDirectorAWARD254——
May 8, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerAWARD1$402.00$402.00
May 7, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$401.32$401.32
May 6, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$419.02$419.02
May 5, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$432.71$432.71
May 4, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$438.69$438.69
May 1, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$433.13$433.13
Apr 30, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$436.80$436.80
Apr 29, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$435.76$435.76
Apr 28, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$435.73$435.73
Apr 27, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$436.44$436.44
Apr 24, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$435.40$435.40
Apr 23, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$436.73$436.73
Apr 22, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$437.87$437.87
Apr 21, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$441.84$441.84
Apr 20, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$427.65$427.65
Apr 17, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$419.94$419.94
Apr 16, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$424.47$424.47
Apr 15, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$419.26$419.26
Apr 14, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$413.96$413.96
Apr 13, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$414.88$414.88
Apr 10, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$407.06$407.06
Apr 9, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$401.64$401.64
Apr 8, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY3$449.00$1.3K
Apr 7, 2026HORIZON KINETICS ASSET MANAGEMENT LLC10%+ OwnerBUY1$447.12$447.12
14 SEC filing reports analyzed. Sentiment: 1 bullish, 2 bearish, 2 mixed, 9 neutral. Avg impact: 3.6/10.
NEUTRAL CLUSTER 3/10
Mixed insider cluster at TPL: CFO Chris Stedum sold $292K worth of stock in a single open-market tra
Jun 12, 2026
NEUTRAL CLUSTER 2/10
CFO Chris Stedum sold ~$1.56M in open-market sales over two trading days, while a 10% owner made fou
Jun 10, 2026
NEUTRAL CLUSTER 2/10
Texas Pacific Land Corp (TPL) CFO Chris Steddum sold $1.27M worth of stock in a single open-market t
Jun 9, 2026
NEUTRAL 8-K 4/10
Texas Pacific Land Corp (TPL) held an Investor Day on May 18, 2026, presenting an overview of its wa
May 18, 2026
NEUTRAL 3 2/10
Peter Doyle filed Form 3, disclosing initial beneficial ownership of Texas Pacific Land Corp common
May 7, 2026
BULLISH 8-K 7/10
Texas Pacific Land Q1 2026 earnings show record quarterly revenue of $236.8M (up 20.8% YoY) and net
May 6, 2026
NEUTRAL CLUSTER 2/10
Horizon Kinetics Asset Management LLC made four small open-market purchases of 1 share each in Texas
Mar 5, 2026
NEUTRAL CLUSTER 2/10
Horizon Kinetics Asset Management LLC made four small open-market purchases of TPL stock over the pa
Mar 4, 2026
MIXED CLUSTER 4/10
A cluster of insider activity at Texas Pacific Land Corp (TPL) over the past week shows mixed signal
Mar 3, 2026
MIXED CLUSTER 5/10
A cluster of insider transactions at Texas Pacific Land Corp (TPL) over the past week shows mixed ac
Mar 2, 2026
NEUTRAL CLUSTER 3/10
A cluster of insider transactions at Texas Pacific Land Corp (TPL) over the past week shows mixed ac
Feb 27, 2026
NEUTRAL CLUSTER 3/10
Two insiders at Texas Pacific Land Corp sold shares in the past week, including Chief Accounting Off
Feb 27, 2026
BEARISH CLUSTER 5/10
A recent insider trading cluster at Texas Pacific Land Corp (TPL) shows mixed activity: Chief Accoun
Feb 26, 2026
BEARISH CLUSTER 6/10
A recent insider trading cluster at Texas Pacific Land Corp shows the Chief Accounting Officer selli
Feb 26, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Feb 2026): 75% buy across 8 analysts — 2 strong buy, 4 buy, 1 hold, 0 sell, 1 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$445.00 mean target (Feb 2026)
$251.00 Low $639.00 High
MetricValue
Current Price$378.91
Target Low$251.00
Target Mean$445.00
Target Median$445.00
Target High$639.00
# Analysts2
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $2.28 $2.14 $2.42 35.5% -8.6% 0↑ 2↓ $0.2B — 2
Next Q
2026-09-30
 $2.40 $2.35 $2.45 36.6% -4.1% 0↑ 2↓ $0.3B — 2
Current FY
2026-12-31
 $9.17 $8.88 $9.46 31.5% -4.1% 0↑ 2↓ $1.0B 26.2% 2
Next FY
2027-12-31
 $10.08 $9.64 $10.53 10.0% -4.9% 0↑ 2↓ $1.1B 8.6% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.281
7d ago$2.261+0.020
30d ago$2.496-0.215
60d ago$2.496-0.215
90d ago$1.996+0.285
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Feb 23, 2026 Keybanc MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262410175%
May 1, 20262410175%
Apr 1, 20262410175%
Mar 1, 20262410175%
Feb 1, 20262410175%
Jan 1, 20262410175%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 18, 2026
dark_pool
Dark Pool: TPL — 0.4M shares, 24,243 trades
Week starting 2026-05-18. Total ATS volume: 380,016 shares across 24,243 trades.
May 12, 2026
short_interest
FTD: TPL — 2,636 shares ($1.1M) failed to deliver
Settlement: 20260512, Price: $402.63, FTD Value: $1,061,332.68, TEXAS PAC LD CORP COM
May 11, 2026
short_interest
FTD: TPL — 2,050 shares ($0.8M) failed to deliver
Settlement: 20260511, Price: $394.20, FTD Value: $808,110, TEXAS PAC LD CORP COM
May 11, 2026
dark_pool
Dark Pool: TPL — 0.5M shares, 27,104 trades
Week starting 2026-05-11. Total ATS volume: 472,471 shares across 27,104 trades.
May 8, 2026
short_interest
FTD: TPL — 3,457 shares ($1.4M) failed to deliver
Settlement: 20260508, Price: $399.08, FTD Value: $1,379,619.56, TEXAS PAC LD CORP COM
May 6, 2026
earnings_calendar
TPL Q1 2026 Earnings Scheduled — 2026-05-06
May 4, 2026
dark_pool
Dark Pool: TPL — 0.6M shares, 29,651 trades
Week starting 2026-05-04. Total ATS volume: 575,701 shares across 29,651 trades.
Apr 27, 2026
dark_pool
Dark Pool: TPL — 0.4M shares, 29,649 trades
Week starting 2026-04-27. Total ATS volume: 411,507 shares across 29,649 trades.
Apr 20, 2026
dark_pool
Dark Pool: TPL — 0.4M shares, 24,716 trades
Week starting 2026-04-20. Total ATS volume: 350,819 shares across 24,716 trades.
Apr 20, 2026
short_interest
FTD: TPL — 8,017 shares ($3.4M) failed to deliver
Settlement: 20260420, Price: $422.58, FTD Value: $3,387,823.86, TEXAS PAC LD CORP COM
Apr 17, 2026
short_interest
FTD: TPL — 8,336 shares ($3.6M) failed to deliver
Settlement: 20260417, Price: $426.27, FTD Value: $3,553,386.72, TEXAS PAC LD CORP COM
Apr 13, 2026
dark_pool
Dark Pool: TPL — 0.5M shares, 27,567 trades
Week starting 2026-04-13. Total ATS volume: 454,748 shares across 27,567 trades.
Apr 10, 2026
short_volume
Short Volume: TPL — 75.6% short (0.4M / 0.5M)
Short: 399,767 | Exempt: 18,143 | TRF Vol: 528,458 | Short Ratio: 75.6% | Off-exchange volume (dark pool + OTC)
Apr 9, 2026
short_volume
Short Volume: TPL — 75.0% short (0.5M / 0.7M)
Short: 534,466 | Exempt: 30,847 | TRF Vol: 712,811 | Short Ratio: 75.0% | Off-exchange volume (dark pool + OTC)
Apr 6, 2026
dark_pool
Dark Pool: TPL — 0.9M shares, 39,321 trades
Week starting 2026-04-06. Total ATS volume: 869,652 shares across 39,321 trades.