LandBridge (LB) Projected to Post Earnings on Wednesday

Key Points

• LandBridge (NYSE:LB) will report Q1 2026 results after the close on Wednesday, May 6, with analysts projecting $0.5570 EPS and $59.118M revenue; the earnings call is set for Thursday, May 7 at 11:00 AM ET.
• The company raised its quarterly dividend to $0.12 (annualized $0.48, ~0.7% yield) and approved a $50 million share repurchase program to buy up to roughly 1% of outstanding stock.
• LandBridge has a market capitalization of about $5.23 billion and a P/E of 72.2, with analysts holding a consensus "Hold" rating and an average price target of $76.00.

LandBridge (NYSE:LB - Get Free Report) is expected to post its Q1 2026 results after the market closes on Wednesday, May 6th. Analysts expect LandBridge to post earnings of $0.5570 per share and revenue of $59.1180 million for the quarter. Individuals can find conference call details on the company's upcoming Q1 2026 earning report page for the latest details on the call scheduled for Thursday, May 7, 2026 at 11:00 AM ET.

LandBridge Price Performance

NYSE:LB opened at $67.87 on Wednesday. The company has a quick ratio of 4.87, a current ratio of 4.87 and a debt-to-equity ratio of 0.70. The stock's 50 day moving average price is $70.06 and its two-hundred day moving average price is $62.02. The firm has a market capitalization of $5.23 billion, a price-to-earnings ratio of 72.21 and a beta of 0.54. LandBridge has a 12-month low of $43.75 and a 12-month high of $87.60.

LandBridge Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, March 19th. Shareholders of record on Thursday, March 5th were paid a $0.12 dividend. This is a positive change from LandBridge's previous quarterly dividend of $0.10. This represents a $0.48 annualized dividend and a yield of 0.7%. The ex-dividend date was Thursday, March 5th. LandBridge's dividend payout ratio is currently 51.06%.

LandBridge announced that its board has initiated a stock repurchase plan on Wednesday, February 25th that allows the company to repurchase $50.00 million in outstanding shares. This repurchase authorization allows the company to reacquire up to 1% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company's leadership believes its shares are undervalued.

Analyst Ratings Changes

LB has been the topic of several research analyst reports. Zacks Research upgraded LandBridge from a "strong sell" rating to a "hold" rating in a research note on Monday, March 23rd. The Goldman Sachs Group upped their price objective on LandBridge from $69.00 to $84.00 and gave the company a "buy" rating in a research note on Friday, March 13th. Barclays upped their price objective on LandBridge from $57.00 to $75.00 and gave the company an "equal weight" rating in a research note on Friday, February 27th. Weiss Ratings restated a "hold (c)" rating on shares of LandBridge in a research note on Wednesday, April 8th. Finally, Wells Fargo & Company upped their target price on LandBridge from $90.00 to $92.00 and gave the company an "overweight" rating in a research report on Wednesday, March 18th. Three investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of "Hold" and a consensus price target of $76.00.

Insider Transactions at LandBridge

In related news, Director Charles L. Watson sold 30,680 shares of the firm's stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $74.07, for a total transaction of $2,272,467.60. Following the completion of the transaction, the director directly owned 86,920 shares of the company's stock, valued at $6,438,164.40. This trade represents a 26.09% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Over the last three months, insiders sold 53,350 shares of company stock worth $3,974,555. 70.42% of the stock is owned by company insiders.

Institutional Trading of LandBridge

A number of large investors have recently bought and sold shares of the business. Comerica Bank grew its holdings in LandBridge by 13.6% during the 3rd quarter. Comerica Bank now owns 1,369 shares of the company's stock worth $73,000 after acquiring an additional 164 shares during the period. NewEdge Advisors LLC grew its stake in shares of LandBridge by 110.6% in the 2nd quarter. NewEdge Advisors LLC now owns 398 shares of the company's stock valued at $27,000 after buying an additional 209 shares during the period. Geode Capital Management LLC grew its stake in shares of LandBridge by 0.8% in the 2nd quarter. Geode Capital Management LLC now owns 28,971 shares of the company's stock valued at $1,958,000 after buying an additional 230 shares during the period. Osaic Holdings Inc. boosted its stake in LandBridge by 12.5% during the 2nd quarter. Osaic Holdings Inc. now owns 2,701 shares of the company's stock valued at $183,000 after purchasing an additional 301 shares during the last quarter. Finally, Tudor Investment Corp ET AL boosted its stake in LandBridge by 8.1% during the 4th quarter. Tudor Investment Corp ET AL now owns 6,378 shares of the company's stock valued at $312,000 after purchasing an additional 478 shares during the last quarter.

About LandBridge

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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