Audited annual filings, TTM ratios and consensus forward estimates
Wall Street price targets and rating actions
Revenue disaggregation per 10-K filing
Annual filings (FY) with consensus forward estimates (hatched)
1255 daily bars · split adjusted
Daily · Wilder smoothing
Classic floor pivots from 2026-10-23
Computed from daily OHLCV bars
| Indicator | Value | Type | Action |
|---|---|---|---|
| RSI (14) | 44.22 | Oscillator | Neutral |
| Stochastic %K (14, 3, 3) | 25.22 | Oscillator | Neutral |
| Williams %R (14) | -68.84 | Oscillator | Neutral |
| MACD (12, 26, 9) | -3.94 (Hist -0.91) | Oscillator | Strong Sell |
| Average Directional Index (14) | 15.43 (+DI 15.5 / -DI 29.4) | Trend | Neutral |
| EMA 20 | 347.92 | MA | Sell |
| SMA 20 | 346.23 | MA | Sell |
| EMA 50 | 357.23 | MA | Strong Sell |
| SMA 50 | 356.79 | MA | Strong Sell |
| SMA 200 | 401.31 | MA | Strong Sell |
Current price $339.81
Latest analyst grade actions
| Date | Firm | Action | Previous | New grade |
|---|---|---|---|---|
| Feb 23, 26 | Keybanc | maintain | Overweight | Overweight |
| Aug 12, 24 | BWS Financial | maintain | Buy | Buy |
| May 10, 24 | BWS Financial | maintain | Buy | Buy |
| Apr 2, 24 | BWS Financial | maintain | Buy | Buy |
| Jan 23, 24 | Stifel | maintain | Hold | Hold |
| Nov 30, 23 | Stifel | maintain | Hold | Hold |
| May 22, 23 | Stifel | maintain | Hold | Hold |
| Apr 27, 23 | Stifel | maintain | Hold | Hold |
| Apr 12, 23 | Stifel | maintain | Hold | Hold |
Free float vs. closely held shares
13F institutional holdings are not available in the current data plan.
SEC Form 4 filings
| Date | Insider | Role | Type | Shares @ price | Value |
|---|---|---|---|---|---|
| Sep 29, 26 | Horizon Kinetics Asset Management Llc | 10 percent owner | P-Purchase | 4 @ $340.96 | $1.36K |
| Sep 28, 26 | Horizon Kinetics Asset Management Llc | 10 percent owner | P-Purchase | 1 @ $340.12 | $340 |
| Sep 25, 26 | Horizon Kinetics Asset Management Llc | 10 percent owner | P-Purchase | 1 @ $339.72 | $340 |
| Sep 24, 26 | Horizon Kinetics Asset Management Llc | 10 percent owner | P-Purchase | 1 @ $340.28 | $340 |
| Sep 23, 26 | Horizon Kinetics Asset Management Llc | 10 percent owner | P-Purchase | 1 @ $352.95 | $353 |
| Sep 22, 26 | Horizon Kinetics Asset Management Llc | 10 percent owner | P-Purchase | 1 @ $361.36 | $361 |
| Sep 21, 26 | Horizon Kinetics Asset Management Llc | 10 percent owner | P-Purchase | 1 @ $348.98 | $349 |
| Sep 18, 26 | Horizon Kinetics Asset Management Llc | 10 percent owner | P-Purchase | 1 @ $351.34 | $351 |
FY2025 · 10-K disclosure
Stock news · updated daily
Texas Pacific Land (TPL) is upgraded from Hold to Buy, reflecting a compelling intersection of oil, AI infrastructure, and hard asset narratives. TPL posted record Q2 2026 results: $246.1M revenue, $153.9M net income, 88% EBITDA margin, and nearly 50% higher net income per quarter versus 2023. Despite a 35% pullback from its 52-week high, TPL's per-acre valuation is now attractive relative to LandBridge, even after adjusting for royalty assumptions.
Texas Pacific Land (NYSE: TPL - Get Free Report) and Anadarko Petroleum (NASDAQ: APC - Get Free Report) are both energy companies, but which is the superior stock? We will contrast the two businesses based on the strength of their analyst recommendations, dividends, institutional ownership, profitability, risk, valuation and earnings. Earnings and Valuation This table compares Texas
LandBridge and Texas Pacific Land comprise 31% of my portfolio, capturing the AI buildout and U.S. oil/water megatrends. Both LB and TPL own vast West Texas acreage, positioning them to benefit from data center expansion and critical water infrastructure bottlenecks. TPL and LB are progressing on multi-gigawatt data center deals, with behind-the-meter solutions and growing water royalties driving future upside.
CoreCap Advisors LLC lowered its stake in Texas Pacific Land Corporation (NYSE: TPL) by 84.3% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 815 shares of the financial services provider's stock after selling 4,382 shares during the period. CoreCap
DALLAS--(BUSINESS WIRE)--Texas Pacific Land Corporation Sets Dates for Third Quarter 2026 Earnings Release and Conference Call.
On October 01, 2026, Texas Pacific Land Corp (TPL) shares rose 3.3% to $336.46, reflecting a 52-week range that has seen a high of $547.20 and a low of $269.23.
Amundi raised its holdings in Texas Pacific Land Corporation (NYSE: TPL) by 3.7% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 290,162 shares of the financial services provider's stock after purchasing an additional 10,376 shares during the period.
On Sept. 2, 2026, Murray Stahl (Trades, Portfolio), through Horizon Kinetics, increased the firm's position in RENN Fund Inc (NYSE: RCG) by 756 shares at a price
Reported EPS vs. consensus estimate
| Report date | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|
| Aug 5, 2026 | 2.18 | 2.23 | Beat 2.3% | $246.1M |
| May 6, 2026 | 2.02 | 2.07 | Beat 2.5% | $236.8M |
| Feb 18, 2026 | 1.79 | 1.79 | Beat 0.0% | $211.6M |
| Nov 5, 2025 | 1.92 | 1.76 | Miss -8.3% | $203.1M |
| Aug 6, 2025 | 1.83 | 1.68 | Miss -8.2% | $187.5M |
| May 7, 2025 | 1.76 | 1.75 | Miss -0.6% | $196.0M |
SEC EDGAR filings · last 12 months
| Form | Filed | Accepted | Document |
|---|---|---|---|
| DEFA14A | Oct 8, 2026 | 2026-10-08 16:05:10 | View |
| 4 | Oct 1, 2026 | 2026-10-01 15:34:02 | View |
| 4 | Sep 29, 2026 | 2026-09-29 13:36:18 | View |
| 4 | Sep 29, 2026 | 2026-09-29 09:28:33 | View |
| 8-K | Sep 25, 2026 | 2026-09-25 16:37:12 | View |
| DEFA14A | Sep 25, 2026 | 2026-09-25 16:19:03 | View |
| ARS | Sep 25, 2026 | 2026-09-25 16:14:38 | View |
| DEFA14A | Sep 25, 2026 | 2026-09-25 16:10:28 | View |
| DEF 14A | Sep 25, 2026 | 2026-09-25 16:05:41 | View |
| 4 | Sep 25, 2026 | 2026-09-25 11:29:31 | View |
Proxy statement (DEF 14A) disclosures
TTM vs. 5-year historical average (annual ratios)
| Metric | TPL | Historical (5Y) / ref | Status |
|---|---|---|---|
| P/E ratio (TTM) | 43.3x | 40.7x · sector 14.8x | Elevated |
| Forward P/E (FY26E) | 36.8x | EPS est. 9.24 | Discount |
| Price / Book | 14.0x | 17.2x | Discount |
| Price / Sales | 26.1x | 25.7x | In line |
| EV / EBITDA | 30.1x | 29.7x | In line |
| Return on equity | 35.8% | — | Top tier |
| Gross margin | 85.8% | 91.2% | In line |
| Debt / Equity | 0.01 | 0.01 | Conservative |
| Piotroski / Altman Z | 6/9 | Z 77.11 | Safe zone |
Discounted cash flow model