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LB LandBridge Company LLC

USEnergy
$76.41-2.53%OpenMarket Cap: $5.88B

As of 2026-07-10 14:36

Why LB matters now

LandBridge Company LLC (LB) is a US stock in Energy. The latest InvestLog snapshot shows $76.41 with -2.53% on the session and $5.88B in market capitalization; recent performance reads 1-month -15.49% and YTD +30.54%.

The latest financial table shown here is Q1 2026, with revenue of $51.0M, net income of $17.9M, and EPS of $0.64. Investors can compare that operating picture with valuation signals such as P/E 63.31 and FCF yield 3.3%.

The latest indexable market news headline is "LandBridge & Texas Pacific Land: The Picks-And-Shovels Of The West Texas AI Boom" from Seeking Alpha.

Additional event context on this page matters because analyst consensus is Hold with a median target of $75.00; recent insider activity includes WATSON CHARLES L. filing S-Sale. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

63.31

PEG

2.36

P/B

5.17

P/S

23.89

EV/EBITDA

41.26

DCF Value

$270.84

FCF Yield

3.3%

Div Yield

0.7%

Margins & Returns

Gross Margin

90.9%

Operating Margin

62.3%

Net Margin

20.0%

ROE

13.5%

ROA

3.0%

ROIC

8.5%

Financials

PeriodRevenueNet IncomeEPS
Q1 2026$51.0M$17.9M$0.64
Q4 2025$56.8M$8.1M$0.38
FY 2025$199.1M$30.1M$1.08
Q4 2025$56.8M$8.1M$0.38

Analyst Ratings

Consensus

Hold

Target (Consensus)

$75.00

Target (Median)

$75.00

Target Range

$66.00 - $84.00

Strong Buy: 2Buy: 2Hold: 3Sell: 0Strong Sell: 0
Piper SandlerNeutral
2026-05-08
Wells FargoOverweight
2026-03-18
Goldman SachsBuy
2026-03-13
BarclaysEqual Weight
2026-02-27
Wells FargoOverweight
2025-11-26

Trading Activity

Insider Trades

WATSON CHARLES L.director
Sell2026-03-06
WATSON CHARLES L.director
Sell2026-03-06
WATSON CHARLES L.director
Sell2026-03-06
McNeely Scott Lloydofficer: See Remarks
Buy2026-01-07
Long Jason Thomasdirector, officer: See Remarks
Buy2026-01-07

Company Info

Sector

Energy

Industry

Oil & Gas Equipment & Services

Country

US

Exchange

Beta

0.09

LandBridge Company LLC focuses on overseeing land and natural assets to bolster and optimize oil and natural gas production across the United States. The company possesses substantial surface acreage, specifically within and adjacent to the Delaware Basin, spanning both Texas and New Mexico. Furthermore, LandBridge holds a collection of oil and gas royalty interests. It also generates income by selling brackish water and various other surface-related materials. Established in 2021, its corporate headquarters are situated in Houston, Texas, functioning as a subsidiary of LandBridge Holdings LLC.