LandBridge Company LLC (LB)

NYSE: LB · Real-Time Price · USD
74.50
+0.06 (0.08%)
At close: Feb 27, 2026, 4:00 PM EST
74.27
-0.23 (-0.31%)
After-hours: Feb 27, 2026, 7:00 PM EST
0.08%
Market Cap 5.74B
Revenue (ttm) 199.09M
Net Income (ttm) 30.13M
Shares Out 77.09M
EPS (ttm) 1.08
PE Ratio 68.84
Forward PE 29.58
Dividend $0.48 (0.64%)
Ex-Dividend Date Mar 5, 2026
Volume 981,481
Open 74.98
Previous Close 74.44
Day's Range 72.79 - 75.45
52-Week Range 43.75 - 87.60
Beta n/a
Analysts Buy
Price Target 81.00 (+8.73%)
Earnings Date Feb 25, 2026

About LB

LandBridge Company LLC, together with its subsidiaries, owns and manages land and resources to support and enhance oil and natural gas development in the United States. It owns surface acres in and around the Delaware Basin in Texas and New Mexico. The company holds a portfolio of oil and gas royalties. It sells brackish water and other surface composite materials. The company was founded in 2021 and is based in Houston, Texas. LandBridge Company LLC operates as a subsidiary of LandBridge Holdings LLC. [Read more]

Sector Energy
IPO Date Jun 28, 2024
Employees 4
Stock Exchange NYSE
Ticker Symbol LB
Full Company Profile

Financial Performance

In 2025, LandBridge Company LLC's revenue was $199.09 million, an increase of 81.07% compared to the previous year's $109.95 million. Earnings were $30.13 million, an increase of 513.36%.

Financial Statements

Analyst Forecast

According to 7 analysts, the average rating for LB stock is "Buy." The 12-month stock price target is $81.0, which is an increase of 8.73% from the latest price.

Price Target
$81.0
(8.73% upside)
Analyst Consensus: Buy
Stock Forecasts

News

LandBridge: I'm Betting My Reputation On This One

LandBridge remains a core holding, with a bullish outlook supported by robust earnings, superior margins, and a compelling land-based royalty model. LB's 2026 EBITDA guidance of $205-$225M exceeds pri...

7 hours ago - Seeking Alpha

Laurentian Bank of Canada (LB:CA) Q1 2026 Earnings Call Transcript

Laurentian Bank of Canada (LB:CA) Q1 2026 Earnings Call Transcript

1 day ago - Seeking Alpha

LandBridge Company LLC (LB) Q4 2025 Earnings Call Transcript

LandBridge Company LLC (LB) Q4 2025 Earnings Call Transcript

2 days ago - Seeking Alpha

LandBridge Announces Fourth Quarter and Fiscal Year 2025 Results

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (the “Company,” or “LandBridge”) today announced its financial and operating results for the fourth quarter and fiscal year ended December 3...

2 days ago - Business Wire

50% In Just 5 Stocks: Why I'm Willing To Invest Big In High-Quality

My concentrated portfolio emphasizes high-conviction holdings: LandBridge, Texas Pacific Land (TPL), QXO Inc., Old Dominion Freight Line (ODFL), and Carlisle Companies (CSL). I prioritize companies wi...

Other symbols: APHCSLCVXDHRHDICEMO
15 days ago - Seeking Alpha

Inflation Is Coming Back - Here's Where I'm Buying Pricing Power

I see a rising risk of a second inflation wave, with consensus underestimating persistent inflation above 3% through 2026. Leading indicators like the ISM Manufacturing Prices Index and commodity pric...

Other symbols: CATCMIEMEEXRFCXFNVPLD
18 days ago - Seeking Alpha

This Isn't An AI Bubble - It's An $85 Trillion Infrastructure Boom

We're in the early stages of a massive $85 trillion global infrastructure buildout, driven by AI, reshoring, and modernization. This capital rotation is fueling explosive demand for energy, power, and...

Other symbols: AMARBEPCBHPBIPCBNCAT
4 weeks ago - Seeking Alpha

LandBridge Schedules Fourth Quarter and Fiscal Year 2025 Earnings Release and Conference Call

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB, NYSE Texas: LB) ("LandBridge") today announced that it will release its financial results for the fourth quarter and the fiscal year ended D...

5 weeks ago - Business Wire

LandBridge Announces Upcoming Investor Day

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge”) today announced that it will hold an Investor Day on March 19, 2026 at 1:00 pm ET in New York City, NY. The meeting will feat...

5 weeks ago - Business Wire

2 Of The Best Investment Opportunities I Can Think Of Right Now

Miami International Holdings (MIAX) and WaterBridge Infrastructure (WBI) are high-conviction, overlooked growth stocks with potential to double in five years. MIAX benefits from advanced technology, u...

Other symbols: MIAXWBI
6 weeks ago - Seeking Alpha

These Are Some Of My Favorite Investment Picks For 2026

The market appears expensive, with historical precedent for long periods of low returns after peaks. Consensus expects 15% S&P 500 earnings growth and rising margins, driven by AI innovation, supporti...

Other symbols: AMAOSARCARRCMECNICP
2 months ago - Seeking Alpha

Energy Is, By Far, My Favorite Sector For 2026

Energy badly lagged this year, and I underestimated how severe the supply glut would be. I was early - but the long-term thesis remains firmly intact. Today's oil prices aren't sustainable. Low prices...

Other symbols: AMARCNQCVXDVNETEXE
2 months ago - Seeking Alpha

I Think Investors Are Missing The Best Energy Trade For 2026

The S&P 500 has delivered an 80% return over the past three years, significantly outperforming energy stocks. Despite a 7% year-to-date gain, energy remains an underperformer compared to the broader m...

Other symbols: CNQCVECVXEOGFANGPRSU
2 months ago - Seeking Alpha

LandBridge Announces BESS Development Agreements with Samsung C&T Renewables

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE Texas: LB) (“LandBridge” or the “Company”) today announced that it has entered into development agreements (Option to Lease Agreements)...

2 months ago - Business Wire

Laurentian Bank of Canada (LB:CA) Q4 2025 Earnings Call Transcript

Laurentian Bank of Canada (LB:CA) Q4 2025 Earnings Call Transcript

3 months ago - Seeking Alpha

My Biggest Energy Call In Years - And Almost Everyone Is Missing It

Texas Pacific Land Corporation, LandBridge Company LLC, and WaterBridge Infrastructure LLC are poised to benefit from the next phase of U.S. shale, dubbed "shale 4.0." Innovative extraction technologi...

Other symbols: CVXDVNHPOKEOXYTPLWBI
3 months ago - Seeking Alpha

LandBridge Announces Pricing of $500,000,000 Offering of Senior Notes

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE Texas: LB) (“LandBridge”) announced today that DBR Land Holdings LLC, a subsidiary of LandBridge, has priced its offering of $500 milli...

3 months ago - Business Wire

LandBridge Announces Launch of $500,000,000 Offering of Senior Notes

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE Texas: LB) (“LandBridge”) announced today that DBR Land Holdings LLC, a subsidiary of LandBridge, intends to offer $500 million in aggr...

3 months ago - Business Wire

LandBridge Announces Pricing of Secondary Public Offering of Class A Shares

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge” or the "Company") today announced the pricing of an underwritten public offering of 2,500,000 Class A shares representing limi...

3 months ago - Business Wire

LandBridge Announces Secondary Public Offering of Class A Shares

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge” or the “Company”) today announced the commencement of an underwritten public offering of 2,500,000 Class A shares representing...

3 months ago - Business Wire

Why I'm Betting 20% Of My Portfolio On LandBridge's Future

LandBridge (LB) is my largest holding, embodying bullish themes in energy, water, and commercial land in the Permian Basin. LB's unique value lies in its contiguous land, water disposal assets, and gr...

3 months ago - Seeking Alpha

LandBridge Company LLC (LB) Q3 2025 Earnings Call Transcript

LandBridge Company LLC ( LB) Q3 2025 Earnings Call November 13, 2025 10:30 AM EST Company Participants Mae Harrington Jason Long - President & CEO Scott McNeely - Executive VP & CFO Conference Call P...

3 months ago - Seeking Alpha

LandBridge: The Water Bottleneck Is Exploding (Q3 Earnings Review)

LandBridge is emerging as a royalty landlord in the heart of the Permian water bottleneck, with a fee-based model that delivers exceptional margins and cash flow. Q3 confirmed the flywheel: record sur...

3 months ago - Seeking Alpha

LandBridge Company LLC Announces Third Quarter 2025 Results

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (the “Company,” or “LandBridge”) today announced its financial and operating results for the third quarter ended September 30, 2025. Third Q...

3 months ago - Business Wire

The Most Important Investment Lessons I've Ever Shared

My investment strategy centers on concentrated positions in high-quality, dividend-growing companies within energy, defense, logistics, and construction, favoring long-term value over short-term trend...

Other symbols: CSLFIXQXOTPLUNP
3 months ago - Seeking Alpha