Key Points
- Insider Harrison Fenner Bolling bought 850 shares on Jan. 5 at an average price of $46.84 ($39,814 total), increasing his position 1.29% to 66,874 shares; the transaction was disclosed in an SEC filing.
- LandBridge reported quarterly EPS of $0.26, missing the $0.70 consensus, with revenue of $50.83 million, and it recently paid a $0.10 quarterly dividend (annualized $0.40, ~0.9% yield, 57.14% payout ratio).
- Analyst coverage is mixed with a MarketBeat consensus rating of "Hold" and a $73.33 target; the stock trades around $44.29 with a $3.45 billion market cap and a P/E of 63.27 (12‑month range $43.86–$87.60).
LandBridge Company LLC (NYSE:LB - Get Free Report) insider Scott Lloyd Mcneely purchased 549 shares of the stock in a transaction that occurred on Tuesday, January 6th. The stock was bought at an average price of $45.49 per share, with a total value of $24,974.01. Following the completion of the transaction, the insider owned 81,276 shares of the company's stock, valued at $3,697,245.24. The trade was a 0.68% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.
LandBridge Trading Down 2.8%
LB stock opened at $44.29 on Thursday. LandBridge Company LLC has a twelve month low of $43.86 and a twelve month high of $87.60. The stock has a market capitalization of $3.45 billion, a price-to-earnings ratio of 63.27 and a beta of 0.43. The company has a quick ratio of 4.15, a current ratio of 4.15 and a debt-to-equity ratio of 0.52. The firm's fifty day simple moving average is $57.91 and its two-hundred day simple moving average is $56.75.
LandBridge (NYSE:LB - Get Free Report) last released its earnings results on Wednesday, November 12th. The company reported $0.26 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.70 by ($0.44). LandBridge had a return on equity of 4.63% and a net margin of 13.72%.The firm had revenue of $50.83 million during the quarter, compared to the consensus estimate of $49.13 million. As a group, analysts anticipate that LandBridge Company LLC will post 0.99 earnings per share for the current year.
LandBridge Dividend Announcement
The firm also recently announced a quarterly dividend, which was paid on Thursday, December 18th. Shareholders of record on Thursday, December 4th were given a dividend of $0.10 per share. This represents a $0.40 annualized dividend and a dividend yield of 0.9%. The ex-dividend date was Thursday, December 4th. LandBridge's payout ratio is 57.14%.
Analyst Ratings Changes
LB has been the topic of several research analyst reports. Barclays cut their price objective on LandBridge from $66.00 to $57.00 and set an "equal weight" rating on the stock in a research report on Tuesday, October 14th. Janney Montgomery Scott cut shares of LandBridge from a "buy" rating to a "neutral" rating in a report on Thursday, November 13th. UBS Group reaffirmed a "neutral" rating and issued a $65.00 price target on shares of LandBridge in a research note on Monday, November 24th. Weiss Ratings reiterated a "hold (c)" rating on shares of LandBridge in a report on Tuesday, October 14th. Finally, Raymond James Financial downgraded shares of LandBridge from a "moderate buy" rating to a "strong sell" rating in a research note on Friday, December 5th. One analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of "Hold" and a consensus target price of $73.33.
Check Out Our Latest Stock Report on LB
LandBridge News Summary
Here are the key news stories impacting LandBridge this week:
- Positive Sentiment: Multiple insiders bought shares this week (signals of insider confidence): Jason Long bought 2,143 shares at ~$46.59, Harrison Fenner Bolling bought 850 shares at ~$46.84, and Scott McNeely bought 549 shares at ~$45.49 — each trade increased their ownership modestly. Jason Long SEC Filing Harrison Bolling SEC Filing Scott McNeely SEC Filing
- Positive Sentiment: Zacks Research upgraded LB from "hold" to "strong-buy," which can attract momentum buyers and short-covering. Zacks Upgrade
- Neutral Sentiment: LandBridge recently paid a quarterly dividend ($0.10; $0.40 annualized, ~0.9% yield) — provides modest income support but is not a major catalyst. MarketBeat Profile
- Neutral Sentiment: Institutional moves noted smaller inflows and position changes by several funds; activity is limited in scale and not yet a decisive directional force. Institutional Activity
- Negative Sentiment: LandBridge missed the prior quarter's EPS (reported $0.26 vs. $0.70 consensus), which remains a meaningful fundamental headwind and helps explain downward pressure.
- Negative Sentiment: Several analyst moves have been negative recently (Raymond James cut to "strong sell"; other downgrades/target cuts), keeping sell-side sentiment mixed and the consensus rating at "Hold." Analyst Coverage
Institutional Trading of LandBridge
Several institutional investors and hedge funds have recently made changes to their positions in LB. Vanguard Group Inc. lifted its stake in LandBridge by 8.7% in the third quarter. Vanguard Group Inc. now owns 854,767 shares of the company's stock worth $45,602,000 after acquiring an additional 68,343 shares during the period. Hood River Capital Management LLC raised its holdings in shares of LandBridge by 4.4% in the 2nd quarter. Hood River Capital Management LLC now owns 669,678 shares of the company's stock valued at $45,257,000 after purchasing an additional 28,333 shares in the last quarter. Schwartz Investment Counsel Inc. lifted its position in shares of LandBridge by 11.6% in the 3rd quarter. Schwartz Investment Counsel Inc. now owns 579,763 shares of the company's stock worth $30,930,000 after purchasing an additional 60,095 shares during the period. Raymond James Financial Inc. lifted its position in shares of LandBridge by 11.4% in the 3rd quarter. Raymond James Financial Inc. now owns 453,423 shares of the company's stock worth $24,190,000 after purchasing an additional 46,567 shares during the period. Finally, UBS Group AG boosted its stake in shares of LandBridge by 88.6% during the third quarter. UBS Group AG now owns 426,156 shares of the company's stock valued at $22,735,000 after purchasing an additional 200,231 shares in the last quarter.
LandBridge Company Profile
(
Get Free Report)
LandBridge Company LLC 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 also 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.
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