LandBridge (LB) Stock Price, News & Analysis

Company Overview

LandBridge Company (NYSE: LB) is a land and resource management company that owns and manages large tracts of land in the Permian Basin, one of the United States’ leading oil and natural gas producing regions. Its properties are located primarily in the Delaware sub-basin of West Texas and southeastern New Mexico.

The company generates revenue by providing land access and related services to energy, infrastructure, industrial and other commercial customers. Its assets may support oil and gas development, midstream infrastructure, renewable energy projects, data centers, transportation facilities and other uses. LandBridge also manages associated water, mineral and infrastructure rights and may benefit from the development of resources and facilities on or near its properties.

LandBridge was established by Five Point Energy and became a publicly traded company in 2024. The company is led by Chief Executive Officer David McWilliams and focuses on expanding the long-term value of its land holdings through real estate transactions, easements, water services and development opportunities across the Permian Basin.

Key Stats

• Today's Range: $80.41 to $83.96
• 50-Day Range: $74.06 to $89.95
• 52-Week Range: $43.75 to $91.69
• Volume: 205,154 shs
• Average Volume: 214,485 shs
• Market Capitalization: $6.44 billion
• P/E Ratio: 73.91
• Dividend Yield: 0.57%
• Price Target: $81.67
• Consensus Rating: Hold

LandBridge Stock Analysis - MarketRank™

LandBridge scored higher than 30% of companies evaluated by MarketBeat, and ranked 207th out of 248 stocks in the energy sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 1.7 / 5
• Analyst Rating: Hold

Consensus Rating

LandBridge has received a consensus rating of Hold. The company's average rating score is 2.10, and is based on no strong buy ratings, 2 buy ratings, 7 hold ratings, and 1 sell rating.

Upside/Downside

The consensus price target for LandBridge is close to its current price, suggesting limited near-term upside or downside.

Amount of Analyst Coverage

LandBridge has only been the subject of 3 research reports in the past 90 days.

Earnings and Valuation

• Score: 1.9 / 5
• Proj. Earnings Growth: 41.33%

Earnings Growth

Earnings for LandBridge are expected to grow by 41.33% in the coming year, from $1.50 to $2.12 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of LandBridge is 73.91, which means that it is trading at a more expensive P/E ratio than the market average P/E ratio of about 44.66.

Price to Earnings Ratio vs. Sector

The P/E ratio of LandBridge is 73.91, which means that it is trading at a more expensive P/E ratio than the Energy sector average P/E ratio of about 20.39.

Price to Book Value per Share Ratio

LandBridge has a P/B Ratio of 8.11. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: 1.0 / 5
• Short Interest Level: Bearish

Percentage of Shares Shorted

12.47% of the float of LandBridge has been sold short.

Short Interest Ratio / Days to Cover

LandBridge has a short interest ratio ("days to cover") of 17.03, which indicates bearish sentiment.

Change versus previous month

Short interest in LandBridge has recently decreased by 0.74%, indicating that investor sentiment is improving.

Dividend

• Score: 1.7 / 5
• Dividend Strength: Weak

Dividend Yield

LandBridge has a dividend yield of 0.57%, which is in the bottom 25% of all stocks that pay dividends.

Dividend Growth

LandBridge does not have a long track record of dividend growth.

Dividend Coverage

The dividend payout ratio of LandBridge is 42.48%. This payout ratio is at a healthy, sustainable level, below 75%.

Dividend Sustainability

Based on earnings estimates, LandBridge will have a dividend payout ratio of 22.64% next year. This indicates that LandBridge will be able to sustain or increase its dividend.

News and Social Media

• Score: 1.7 / 5
• News Sentiment: 0.69

News Sentiment

LandBridge has a news sentiment score of 0.69. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This news sentiment score is similar to the average news sentiment of Energy companies.

News Coverage This Week

MarketBeat has tracked 3 news articles for LandBridge this week, compared to 3 articles on an average week.

Search Interest

Only 5 people have searched for LB on MarketBeat in the last 30 days. This is a decrease of 0% compared to the previous 30 days.

MarketBeat Follows

Only 1 people have added LandBridge to their MarketBeat watchlist in the last 30 days. This is a decrease of -75% compared to the previous 30 days.

Company Ownership

• Score: 0.7 / 5
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, LandBridge insiders have not sold or bought any company stock.

Percentage Held by Insiders

61.19% of the stock of LandBridge is held by insiders. A high percentage of insider ownership can be a sign of company health.

Percentage Held by Institutions

LandBridge has minimal institutional ownership at this time.

Company Calendar

• Last Earnings: 5/06/2026
• Record date for 9/10 Dividend: 8/27/2026
• Ex-Dividend for 9/10 Dividend: 8/27/2026
• Dividend Payable: 9/10/2026
• Today: 10/04/2026
• Next Earnings (Estimated): 11/11/2026
• Fiscal Year End: 12/31/2026

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Energy
• Industry: Energy Equipment & Services
• Sub-Industry: Oil & Gas Equipment & Services
• Current Symbol: NYSE:LB
• Previous Symbol: NYSE:LB
• CIK: 1995807
• Web: www.landbridgeco.com
• Phone: (713) 230-8864
• Fax: N/A
• Employees: 4
• Year Founded: 2024

Price Target and Rating

• Average Price Target for LandBridge: $81.67
• High Price Target: $92.00
• Low Price Target: $65.00
• Potential Upside/Downside: -2.2%
• Consensus Rating: Hold
• Rating Score (0-4): 2.10
• Research Coverage: 10 Analysts

Profitability

• EPS (Trailing Twelve Months): $1.13
• Trailing P/E Ratio: 73.91
• Forward P/E Ratio: 55.68
• P/E Growth: N/A
• Net Income: $30.13 million
• Net Margins: 16.49%
• Pretax Margin: 43.64%
• Return on Equity: 4.75%
• Return on Assets: 2.87%

Debt

• Debt-to-Equity Ratio: 0.64
• Current Ratio: 7.27
• Quick Ratio: 7.27

Sales & Book Value

• Annual Sales: $199.09 million
• Price / Sales: 32.33
• Cash Flow: $0.57 per share
• Price / Cash Flow: 147.52
• Book Value: $10.30 per share
• Price / Book: 8.11

Miscellaneous

• Outstanding Shares: 77,080,000
• Free Float: 29,917,000
• Market Cap: $6.44 billion
• Optionable: No Data
• Beta: 0.17