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 generates revenue streams from the use of its surface acreage, the sale of resources from land and oil and gas royalties.
0
Funds holding %
of 7,372 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
425% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 16
150% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 5 (+3) [Q4]
136% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 11
112% more funds holding
Funds holding: 58 [Q3] → 123 (+65) [Q4]
111% more capital invested
Capital invested by funds: $587M [Q3] → $1.24B (+$653M) [Q4]
23.94% more ownership
Funds ownership: 86.31% [Q3] → 110.25% (+23.94%) [Q4]
11% more call options, than puts
Call options by funds: $5.99M | Put options by funds: $5.41M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$70
4%
upside
Avg. target
$76
13%
upside
High target
$85
26%
upside
4 analyst ratings
2 positive
50%
2 neutral
50%
0 negative
0%
Piper Sandler Mark Lear 39% 1-year accuracy 66 / 169 met price target | 4%upside $70 | Neutral Maintained | 7 Mar 2025 |
Raymond James Justin Jenkins 30% 1-year accuracy 6 / 20 met price target | 26%upside $85 | Outperform Maintained | 28 Jan 2025 |
Barclays Theresa Chen 37% 1-year accuracy 10 / 27 met price target | 17%upside $79 | Equal-Weight Maintained | 17 Jan 2025 |
Goldman Sachs John Mackay 68% 1-year accuracy 15 / 22 met price target | 5%upside $71 | Buy Reinstated | 3 Jan 2025 |
Financial journalist opinion
Based on 9 articles about LB published over the past 30 days
Positive
Seeking Alpha
2 days ago
Down, But Not Out: My Favorite Energy Stocks For Income And Growth
President Trump aims to lower oil prices, but domestic production growth faces challenges. The administration may turn to OPEC+ and political pressure to boost supply. Despite short-term volatility, my long-term oil thesis remains strong. U.S. producers remain competitive, and global demand continues to grow, supporting energy investments. I focus on high-quality oil and gas stocks with strong balance sheets, low breakeven prices, and deep reserves. These companies offer stability and long-term upside.
Positive
Seeking Alpha
3 days ago
LandBridge: Why I'm Convinced It's The Opportunity Of A Lifetime
LandBridge, a unique landowner in the Permian Basin, offers diversified revenue streams from water, energy, and commercial developments, poised for significant long-term growth. The company's 4Q24 earnings show strong EBITDA growth, high free cash flow margins, and promising developments like the AI data center deal. Despite short-term volatility, I remain bullish on LandBridge's potential to generate perpetual, high-margin cash flows, making it my second-biggest investment.
Neutral
Seeking Alpha
1 week ago
LandBridge Company LLC (LB) Q4 2024 Earnings Call Transcript
LandBridge Company LLC (NYSE:LB ) Q4 2024 Earnings Conference Call March 6, 2025 9:00 AM ET Company Participants Jason Long - Chief Executive Officer & Director Scott McNeely - Chief Financial Officer Conference Call Participants Charles Meade - Johnson Rice Alexander Goldfarb - Piper Sandler Kevin MacCurdy - Pickering Energy Partners Roger Read - Wells Fargo Securities Sean Milligan - Janney Montgomery Scott Operator Thank you for standing by and welcome to the LandBridge Fourth Quarter 2024 Results Conference Call. All lines have been placed on mute to prevent any background noise.
Neutral
Business Wire
1 week ago
LandBridge Company LLC Announces Fourth Quarter and Fiscal Year 2024 Results
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (the “Company,” “LandBridge”) today announced its financial and operating results for the fourth quarter and fiscal year ended December 31, 2024. Fourth Quarter 2024 Financial Highlights Revenues of $36.5 million, up 109% year-over-year Net income of $8.2 million(1) Net income margin of 22%(1) Adjusted EBITDA(2) of $31.7 million, up 108% year-over-year Adjusted EBITDA Margin(2) of 87% Cash flows from operating activities of $26.9 milli.
Positive
Seeking Alpha
1 week ago
LandBridge: Experienced Management Creating Shareholder Value
Strong management team with extensive industry experience and a proven track record in creating shareholder value through acquisitions. Compared to Texas Pacific Land, LandBridge has a lower valuation multiple, higher revenue growth, and greater opportunities ahead. LandBridge, with an asset-light model and diverse revenue streams, offers a compelling investment opportunity with less sensitivity to energy prices compared to Texas Pacific Land.
Neutral
Business Wire
2 weeks ago
LandBridge Company LLC Declares Quarterly Cash Dividend
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) today announced that its Board of Directors declared a quarterly cash dividend of $0.10 per Class A share. The dividend will be paid on March 20, 2025 to shareholders of record as of March 6, 2025. About LandBridge Since its founding in 2021, LandBridge has served as a leading land management business within the Delaware Basin. The company currently owns approximately 273,000 surface acres across Texas and New Mexico, located primarily.
Positive
Seeking Alpha
3 weeks ago
The Dividend Strategy That Could Make Me A Millionaire - And How You Can Copy It
Self-made millionaires build wealth through disciplined, consistent investing. I focus on dividend growth stocks, avoid single-stock risks, and live below my means to reinvest. I invest in wide-moat companies with strong fundamentals. Prioritizing dividend growth, I aim for income and long-term gains without timing the market. My picks reflect my conviction in dividend growth as a wealth-building tool. These stocks align with my long-term vision for financial security and success.
Positive
Seeking Alpha
3 weeks ago
The Silent Wealth Killer: My Go-To Dividend Stocks To Beat Inflation
Inflation erodes purchasing power, making it crucial to invest in equities, which historically outperform cash over the long term despite volatility. My thesis is that inflation will stay "higher for longer" due to factors like energy costs, labor market tightness, and deglobalization. To combat inflation, I recommend investing in sectors with strong pricing power like energy and real estate, which have historically outperformed during inflationary periods.
Positive
Seeking Alpha
3 weeks ago
All-In: The 23-Stock Six-Figure Dividend Portfolio I'm Betting My Future On
Thank you to the Seeking Alpha community for your support! Reaching 40,000 followers is a dream come true. Your feedback fuels my work. I've invested 91% of my net worth in 23 high-conviction dividend stocks. Focused on wide-moat businesses, I prioritize quality and long-term growth over yield. My portfolio has outperformed the S&P 500, and I'm confident in its future. I expect a rotation to value stocks, and I'll keep sharing insights to grow together.
Positive
Seeking Alpha
1 month ago
Where I'd Put $10,000 Right Now - My Best Dividend Picks For Income And Growth
I started investing with a modest $4,000, now growing it into a 23-stock portfolio. The median net worth varies by age, but most can invest $10,000 for growth. The goal here isn't to push random picks, but to offer long-term dividend ideas. I connect my choices to the broader economic picture, from undervalued essentials to GARP stocks. In this article, I highlight undervalued consumer staples, GARP stocks, and investment ideas linked to potential political changes, all aimed at steady dividend growth.
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