LandBridge Company LLC (LB)

NYSE: LB · Real-Time Price · USD
56.72
+2.14 (3.92%)
Feb 6, 2026, 4:00 PM EST - Market closed
3.92%
Market Cap4.37B +133.7%
Revenue (ttm)178.81M +96.7%
Net Income23.73M +373.7%
EPS0.74 +149.6%
Shares Out 77.09M
PE Ratio76.49
Forward PE24.70
Dividend$0.40 (0.71%)
Ex-Dividend DateDec 4, 2025
Volume910,282
Open55.36
Previous Close54.58
Day's Range54.36 - 57.55
52-Week Range43.75 - 87.60
Betan/a
AnalystsBuy
Price Target78.00 (+37.52%)
Earnings DateFeb 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 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 Statements

Analyst Summary

According to 7 analysts, the average rating for LB stock is "Buy." The 12-month stock price target is $78.0, which is an increase of 37.52% from the latest price.

Price Target
$78.0
(37.52% upside)
Analyst Consensus: Buy
Stock Forecasts

News

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
10 days 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...

17 days 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...

17 days 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
24 days 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
6 weeks 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
6 weeks 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
7 weeks 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

2 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
2 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...

2 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...

2 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...

2 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...

2 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

Top 2 Real Estate Stocks That May Fall Off A Cliff This Month

As of Nov. 7, 2025, two stocks in the real estate sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.

Other symbols: AHR
3 months ago - Benzinga

I Just Made A Big Bet - And Reshaped My Dividend Portfolio Around It

I rarely change my portfolio, but this time I made one of my biggest moves ever, selling a major winner to strengthen my core holdings. I reinvested the proceeds across key themes I believe will defin...

Other symbols: CPCSLFIXGELHXNOCODFL
3 months ago - Seeking Alpha

6 Stocks That Offer Undiluted Economic Participation In Resource Scarcity Value

These companies are of a size that excludes them from the indexes. WaterBridge's revenue and operating margin in this business, per barrel of water, are about $0.85 and $0.45. Tejon Ranch's strategy i...

Other symbols: CLFCVXMIAXMOSMSBSJTT
3 months ago - Seeking Alpha

My Portfolio's Biggest Problem - And The 4 Stocks I'm Betting On Next

Comfort Systems USA (FIX) now dominates my portfolio after a strong rally, but its high valuation raises concerns about future returns. FIX's fundamentals remain robust, driven by AI, data center buil...

Other symbols: ARCSLFIXODFLUNP
3 months ago - Seeking Alpha

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...

Other symbols: AMARBKHEQTETEXEFRMI
3 months ago - Seeking Alpha

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...

4 months ago - Business Wire