LB
LandBridge Company LLC
About: LandBridge Co LLC is engaged in managing land and resources to support and promote oil and natural gas development. It generate revenue streams from the use of its surface acreage, the sale of resources from land and oil and gas royalties.
0
Funds holding %
of 6,809 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
105% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 20
100% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 2 (+1) [Q3]
81.23% more ownership
Funds ownership: 5.08% [Q2] → 86.31% (+81.23%) [Q3]
74% more capital invested
Capital invested by funds: $337M [Q2] → $587M (+$249M) [Q3]
57% more funds holding
Funds holding: 37 [Q2] → 58 (+21) [Q3]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$25
57%
downside
Avg. target
$46
21%
downside
High target
$79
36%
upside
4 analyst ratings
1 positive
25%
2 neutral
50%
1 negative
25%
RBC Capital Darko Mihelic 100% 1-year accuracy 1 / 1 met price target | 57%downside $25 | Underperform Reiterated | 10 Dec 2024 |
Piper Sandler Mark Lear 33% 1-year accuracy 53 / 163 met price target | 36%upside $79 | Neutral Maintained | 25 Nov 2024 |
Barclays Theresa Chen 25% 1-year accuracy 6 / 24 met price target | 35%downside $38 | Equal-Weight Maintained | 15 Oct 2024 |
Goldman Sachs John Mackay 77% 1-year accuracy 17 / 22 met price target | 26%downside $43 | Buy Maintained | 8 Oct 2024 |
Financial journalist opinion
Based on 10 articles about LB published over the past 30 days
Neutral
Business Wire
1 day ago
LandBridge Closes Acquisition of 46,000 Surface Acres in the Delaware Basin
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge,” “we” or “our”) today announced it has closed its previously announced acquisition of approximately 46,000 largely contiguous surface acres, known as the Wolf Bone Ranch, in the Delaware Basin from a subsidiary of VTX Energy Partners, LLC, a Vitol investment (“VTX Energy”). The Wolf Bone Ranch acquisition strategically expands LandBridge's position in Reeves and Pecos Counties, Texas, an important region for both oil and.
Positive
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Tortoise Capital Announces Index Updates for Fourth Quarter 2024
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Neutral
Business Wire
4 weeks ago
LandBridge Closes Acquisition of ~5,800 Surface Acres in Lea County, New Mexico and Increases 2025 Guidance
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge”) today announced it has closed its previously-announced acquisition of approximately 5,800 largely contiguous surface acres in Lea County, New Mexico, expanding LandBridge's holdings into a new area of the Delaware Basin. The land supports existing water infrastructure, including produced water handling facilities and supply water infrastructure. LandBridge believes the acreage is well-positioned to drive further revenue.
Positive
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