LandBridge Company LLC (LB)
| Market Cap | 4.56B |
| Revenue (ttm) | 156.47M |
| Net Income (ttm) | 65.33M |
| Shares Out | 76.55M |
| EPS (ttm) | 1.14 |
| PE Ratio | 52.12 |
| Forward PE | 25.12 |
| Dividend | $0.40 (0.67%) |
| Ex-Dividend Date | Sep 4, 2025 |
| Volume | 292,542 |
| Open | 60.00 |
| Previous Close | 59.78 |
| Day's Range | 59.09 - 60.40 |
| 52-Week Range | 48.55 - 87.60 |
| Beta | n/a |
| Analysts | Buy |
| Price Target | 69.14 (+16.14%) |
| Earnings Date | Nov 12, 2025 |
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]
Financial Performance
In 2024, LandBridge Company LLC's revenue was $109.95 million, an increase of 50.90% compared to the previous year's $72.87 million. Earnings were $4.91 million, a decrease of -92.22%.
Financial StatementsAnalyst Summary
According to 8 analysts, the average rating for LB stock is "Buy." The 12-month stock price target is $69.14, which is an increase of 16.14% from the latest price.
News
My Boldest Bet Yet: The Power And Infrastructure Boom No One's Ready For
The AI revolution is driving unprecedented power and infrastructure demand, fundamentally transforming the energy and data center landscape in the U.S. Traditional utilities can't keep pace, so data c...
LandBridge Schedules Third Quarter 2025 Earnings Release and Conference Call
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) ("LandBridge") today announced that it will release its financial results for the third quarter of 2025 after market close on Wednesday, Nov...
My Entire Financial Future Relies On These 16 Stocks
My portfolio remains highly concentrated, with core positions in Comfort Systems, LandBridge, Texas Pacific Land, and defense stocks. Among others, I focus on three main investment theses: energy/wate...
LandBridge Announces Solar Project Transaction with a Leading Energy Infrastructure Developer
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge”) today announced it has finalized the sale of a solar project to a leading, publicly-traded energy infrastructure developer. I...
Why I'm Betting 75% Of My Portfolio On America's Future
The government is taking stakes in key US companies. This isn't a bailout but a strategic shift to secure vital supply chains and maintain a competitive edge against global rivals. This new reality ch...
LandBridge Announces Agreement to Acquire ~37,500 Total Acres in the Delaware Basin
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge”) today announced that it has entered into an agreement to acquire approximately 37,500 total acres, across Loving, Reeves, Win...
How I Would Build An Ultra-High-Conviction Retirement Portfolio Right Now
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Why I Believe Energy Is The Ultimate Long-Term Bet - And Why It's Only Getting Better
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LandBridge Announces Strategic Agreement with NRG to Power Potential Data Center in the Delaware Basin, Texas
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge”) announced that it has entered into a strategic agreement with NRG Energy, Inc. (“NRG”) with respect to a potential data cente...
Eureka! My Favorite Picks To Benefit From Massive AI Disruption
I had a personal Eureka moment (a very mild one) that helped me simplify how I spot companies where demand far exceeds supply. Focusing on high-demand, short-supply sectors reveals opportunities in th...
I'm Convinced Energy Is The Most Misunderstood Investment Opportunity Of The Decade
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I've Bet 25% Of My Portfolio On This Idea - And It's Just Beginning
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If You Like LandBridge, You May Love WaterBridge
I'm excited to cover both LandBridge and WaterBridge, key players in the Permian, as recent developments create huge growth opportunities. LandBridge thrives with low risk and high-margin land royalti...
One Of My Boldest Calls Ever, I Expect To Build Generational Wealth
I see a paradigm shift: policymakers now prioritize growth over inflation control, targeting 4% inflation and high-single digit GDP growth, reshaping markets. My thesis, born post-pandemic, notes vani...
LandBridge Announces Dual Listing on NYSE Texas
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge”) today announced the dual listing of its Class A shares representing limited liability company interests in the Company on NYS...
Oil Be Rich - Some Of My Favorite Energy Investments Everyone Should Know
Energy stocks are deeply hated and out of favor, with prices low and investors fleeing, creating rare opportunities for savvy, patient buyers. The sector's challenges are cyclical and tied to economic...
LandBridge Company LLC (LB) Q2 2025 Earnings Call Transcript
LandBridge Company LLC (LB) Q2 2025 Earnings Call Transcript
I Have Never Been More Bullish On LandBridge
LandBridge is a unique, high-margin Permian land play, benefiting from water management and infrastructure demand with minimal CapEx requirements. Recent volatility and guidance cut are short-term noi...
LandBridge Company LLC Announces Second Quarter 2025 Results
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (the “Company,” “LandBridge”) today announced its financial and operating results for the second quarter ended June 30, 2025. Second Quarter...
LandBridge Announces Long-Term Surface Use and Pore Space Reservation Agreement with Devon Energy
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge”) today announced it has executed a 10-year surface use and pore space reservation agreement with Devon Energy Corp. (NYSE: DVN...
Landbridge: What Goes On Below The Surface?
Landbridge offers a straightforward business model with multiple revenue streams and strategic land holdings in Texas, making it an intriguing portfolio addition. My valuation analysis, using DCF, APV...
Too Big To Win: Why America's Favorite Stocks Could Ruin Your Retirement
Market timing and luck play a crucial role in investment outcomes, often outweighing skill or strategy. Current S&P 500 performance is heavily reliant on a handful of mega-cap tech stocks, creating co...
Betting The Ranch: My 2 Largest Investments Just Got Even Better
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Top 3 Real Estate Stocks That May Explode In July
The most oversold stocks in the real estate sector presents an opportunity to buy into undervalued companies.
Water You Waiting For? One Of My Favorite Ideas I've Ever Written About
The world is focused on flashy megatrends, but my top thesis, water in energy production, is far more overlooked and, in my view, far more urgent. Produced water is overwhelming the Permian. Handling ...