Texas Pacific Land (TPL) Stock Price, News & Analysis

Company Overview

Texas Pacific Land Corporation (NYSE: TPL) is a Texas-based land management company that derives revenue from the ownership and stewardship of large tracts of land and associated mineral rights in West Texas. The company’s origins trace to 19th century land grants associated with the Texas and Pacific Railway; over time those grant holdings have been retained and managed as a standalone corporate asset base. Texas Pacific Land is publicly listed and operates as a landowner and resource manager rather than as a traditional oil and gas producer.

The company’s primary activities include management of surface rights and leasing of land for energy and other commercial uses, administration of mineral royalty interests, and provision of water and related services to industrial customers. Additional revenue streams come from grazing and agricultural leases, conservation and recreational agreements, and selective real estate dispositions and easements. A central focus of the business is protecting and enhancing the long-term value of its land and mineral estate through permitting, lease administration and land stewardship.

Texas Pacific Land’s operations are concentrated in West Texas, notably in areas of significant oil and gas activity such as the Permian Basin, where it serves energy companies, agricultural tenants and other commercial users of surface and subsurface resources. The company is run by a corporate management team and governed by a board of directors and publishes periodic reports as a publicly traded entity; further details on executive leadership and governance are available in its regulatory filings and investor materials.

Key Stats

• Today's Range: $423.44 to $437.09
• 50-Day Range: $378.49 to $539.11
• 52-Week Range: $269.23 to $547.20
• Volume: 347,784 shs
• Average Volume: 472,800 shs
• Market Capitalization: $29.70 billion
• P/E Ratio: 61.75
• Dividend Yield: 0.56%
• Price Target: $639.00
• Consensus Rating: Moderate Buy

Texas Pacific Land Stock Analysis - MarketRank™

Texas Pacific Land scored higher than 88% of companies evaluated by MarketBeat, and ranked 23rd out of 247 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: 3.9 / 5
• Analyst Rating: Moderate Buy

Consensus Rating

Texas Pacific Land has received a consensus rating of Moderate Buy. The company's average rating score is 2.50, and is based on 1 strong buy rating, 1 buy rating, 1 hold rating, and 1 sell rating.

Upside Potential

Texas Pacific Land has a consensus price target of $639.00, representing about 48.3% upside from its current price of $430.78.

Amount of Analyst Coverage

Texas Pacific Land has only been the subject of 3 research reports in the past 90 days.

Earnings and Valuation

• Score: 1.3 / 5
• Proj. Earnings Growth: 10.46%

Earnings Growth

Earnings for Texas Pacific Land are expected to grow by 10.46% in the coming year, from $9.27 to $10.24 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Texas Pacific Land is 61.75, which means that it is trading at a more expensive P/E ratio than the market average P/E ratio of about 38.28.

Price to Earnings Ratio vs. Sector

The P/E ratio of Texas Pacific Land is 61.75, which means that it is trading at a more expensive P/E ratio than the Energy sector average P/E ratio of about 16.02.

Price to Book Value per Share Ratio

Texas Pacific Land has a P/B Ratio of 20.36. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: N/A
• Short Interest Level: N/A

Short Interest

There is no current short interest data available for TPL.

Dividend

• Score: 1.7 / 5
• Dividend Strength: Weak

Dividend Yield

Texas Pacific Land has a dividend yield of 0.55%, which is in the bottom 25% of all stocks that pay dividends.

Dividend Growth

Texas Pacific Land has only been increasing its dividend for 3 years.

Dividend Coverage

The dividend payout ratio of Texas Pacific Land is 34.38%. This payout ratio is at a healthy, sustainable level, below 75%.

Dividend Sustainability

Based on earnings estimates, Texas Pacific Land will have a dividend payout ratio of 23.44% next year. This indicates that Texas Pacific Land will be able to sustain or increase its dividend.

News and Social Media

• Score: 4.5 / 5
• News Sentiment: 1.21

News Sentiment

Texas Pacific Land has a news sentiment score of 1.21. 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 is a higher news sentiment than the 0.68 average news sentiment score of Energy companies.

News Coverage This Week

MarketBeat has tracked 22 news articles for Texas Pacific Land this week, compared to 5 articles on an average week.

Search Interest

41 people have searched for TPL on MarketBeat in the last 30 days. This is an increase of 24% compared to the previous 30 days.

MarketBeat Follows

24 people have added Texas Pacific Land to their MarketBeat watchlist in the last 30 days. This is an increase of 41% compared to the previous 30 days.

Company Ownership

• Score: 2.4 / 5
• Insider Trading: Selling Shares

Insider Buying vs. Insider Selling

In the past three months, Texas Pacific Land insiders have sold 77.04% more of their company's stock than they have bought. Specifically, they have bought $456,853.00 in company stock and sold $808,824.00 in company stock.

Percentage Held by Insiders

6.90% of the stock of Texas Pacific Land is held by insiders.

Percentage Held by Institutions

59.94% of the stock of Texas Pacific Land is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

TPL Stock Analysis - Frequently Asked Questions

How have TPL shares performed this year?

Texas Pacific Land's stock was trading at $287.31 on January 1st, 2026. Since then, TPL stock has increased by 49.9% and is now trading at $430.7810.

How were Texas Pacific Land's earnings last quarter?

Texas Pacific Land Corporation (NYSE:TPL) announced its quarterly earnings data on Wednesday, February, 18th. The financial services provider reported $1.79 EPS for the quarter, beating analysts' consensus estimates of $1.73 by $0.06. The financial services provider had revenue of $211.60 million for the quarter, compared to analysts' expectations of $204 million. Texas Pacific Land had a trailing twelve-month return on equity of 36.18% and a net margin of 60.31%.
Read the conference call transcript.

When did Texas Pacific Land's stock split?

Texas Pacific Land shares split before market open on Tuesday, December 23rd 2025.The 3-1 split was announced on Tuesday, December 2nd 2025. The newly issued shares were issued to shareholders after the closing bell on Monday, December 22nd 2025. An investor that had 100 shares of stock prior to the split would have 300 shares after the split.

Who are Texas Pacific Land's major shareholders?

Texas Pacific Land's top institutional shareholders include Schwartz Investment Counsel Inc. (0.60%), Bank of New York Mellon Corp (0.52%), Mad River Investors (0.41%) and Sumitomo Mitsui Trust Group Inc. (0.18%). Insiders that own company stock include Kinetics Asset Managem Horizon, Eric L Oliver, Murray Stahl, Chris Steddum, Micheal W Dobbs, Donna E Epps, Stephanie Buffington and Donald G Cook.
View institutional ownership trends.

How do I buy shares of Texas Pacific Land?

Shares of TPL stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Texas Pacific Land own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Texas Pacific Land investors own include Waste Connections (WCN), The RMR Group (RMR), iShares Micro-Cap ETF (IWC), DiamondRock Hospitality (DRH), American Water Works (AWK), AUO (AUOTY) and Triple Flag Precious Metals (TFPM).

Company Calendar

• Last Earnings: 2/18/2026
• Record date for 3/16 Dividend: 3/02/2026
• Ex-Dividend for 3/16 Dividend: 3/02/2026
• Dividend Payable: 3/16/2026
• Today: 5/05/2026
• Next Earnings (Estimated): 5/06/2026
• Fiscal Year End: 12/31/2026

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Energy
• Industry: Other Alt Energy
• Sub-Industry: Trading
• Current Symbol: NYSE:TPL
• CIK: 1811074
• Web: www.tpltrust.com
• Phone: (214) 969-5530
• Fax: 214-969-5530
• Employees: 100
• Year Founded: N/A

Price Target and Rating

• Average Price Target for Texas Pacific Land: $639.00
• High Price Target: $639.00
• Low Price Target: $639.00
• Potential Upside/Downside: +48.3%
• Consensus Rating: Moderate Buy
• Rating Score (0-4): 2.50
• Research Coverage: 4 Analysts

Profitability

• EPS (Trailing Twelve Months): $6.98
• Trailing P/E Ratio: 61.75
• Forward P/E Ratio: 46.47
• P/E Growth: N/A
• Net Income: $481.38 million
• Net Margins: 60.31%
• Pretax Margin: 76.46%
• Return on Equity: 36.18%
• Return on Assets: 32.60%

Debt

• Debt-to-Equity Ratio: N/A
• Current Ratio: 7.74
• Quick Ratio: 7.74

Sales & Book Value

• Annual Sales: $798.19 million
• Price / Sales: 37.21
• Cash Flow: $7.86 per share
• Price / Cash Flow: 54.84
• Book Value: $21.16 per share
• Price / Book: 20.36

Miscellaneous

• Outstanding Shares: 68,940,000
• Free Float: 64,185,000
• Market Cap: $29.70 billion
• Optionable: Not Optionable
• Beta: 0.66