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 6,823 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
116% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 19
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
69%
downside
Avg. target
$64
21%
downside
High target
$79
2%
downside
4 analyst ratings
1 positive
25%
2 neutral
50%
1 negative
25%
Barclays Theresa Chen 43% 1-year accuracy 12 / 28 met price target | 2%downside $79 | Equal-Weight Maintained | 17 Jan 2025 |
Goldman Sachs John Mackay 78% 1-year accuracy 18 / 23 met price target | 12%downside $71 | Buy Reinstated | 3 Jan 2025 |
RBC Capital Darko Mihelic 80% 1-year accuracy 4 / 5 met price target | 69%downside $25 | Underperform Reiterated | 10 Dec 2024 |
Piper Sandler Mark Lear 51% 1-year accuracy 88 / 171 met price target | 2%downside $79 | Neutral Maintained | 25 Nov 2024 |
Financial journalist opinion
Based on 9 articles about LB published over the past 30 days
Positive
Zacks Investment Research
2 days ago
Energy Sector Gains Momentum: 3 Top Ranked Stocks to Buy Now
The energy sector has emerged as 2025's early market leader, surging nearly 10% year-to-date amid a powerful confluence of catalysts. A renewed focus on domestic energy production under the new administration, combined with soaring power demands from artificial intelligence infrastructure, has created a particularly favorable environment for energy stocks.
Positive
Forbes
4 days ago
7 Dividend Stocks That Just Started Paying Shareholders
Ready for the inaugurations? Yes, with a plural.
Positive
Seeking Alpha
1 week ago
Ultra-High Conviction: My 3 Favorite Inflation Stocks
Inflation remains a key concern, but I've identified three exceptional stocks that thrive in these conditions, offering growth, income, and resilience. These stocks are backed by strong fundamentals, pricing power, and a history of delivering value, making them ideal picks for inflationary times. With a long-term perspective, I'm confident these investments can weather economic challenges and compound returns for years to come.
Positive
Seeking Alpha
2 weeks ago
Investing In 2025: Ignore Dividends At Your Own Peril
Investing In 2025: Ignore Dividends At Your Own Peril
Positive
Seeking Alpha
2 weeks ago
Beat Inflation Like A Pro: Unstoppable Dividend Picks You Can't Miss
The dollar surged 8% in 2024, fueled by the Fed's policy shifts and potential tariffs under President Trump. As inflation persists, the Fed's uncertain path adds volatility. Professional investors, including hedge fund managers, emphasize inflation protection. Infrastructure assets, particularly in renewable power and data centers, offer strong growth and income potential. Amid rising bond yields, I favor high-yielding stocks, especially in infrastructure and real estate, as these sectors benefit from inflation and offer stability and growth.
Positive
Seeking Alpha
3 weeks ago
Oil Be Back! My Top Energy Picks For 2025 And Beyond
The shale boom is fading, but I see massive potential in energy's next phase. I'm focusing on strategic picks positioned for long-term growth. My favorite energy investments are built to thrive in shifting markets. They balance innovation, strong cash flow, and reliable dividends. Looking ahead to 2025 and beyond, I'm excited about these picks. They represent the future of energy and align perfectly with my investment strategy.
Neutral
Seeking Alpha
3 weeks ago
Hold Tight: What Every Dividend Investor Needs To Know Now
In 2025, economic uncertainty is likely to remain high, with macro forces, inflation, and geopolitical risks shaping the market. The Fed's policies and rate hikes create challenges. Rising interest rates and high inflation, alongside the growing national debt, pose risks for both investors and the U.S. government. Volatile bond markets may worsen this situation. Despite short-term concerns, dividend growth stocks, particularly those with inflation protection, offer long-term opportunities. Quality cyclical stocks remain an attractive focus.
Positive
Investors Business Daily
4 weeks ago
This Commodity Rallied 67% In 2 Months. These 6 Stocks Are Of Interest.
U.S. natural gas prices are trading around two-year highs as cold temperatures and potentially more LNG exports are boosting the commodity. The post This Commodity Rallied 67% In 2 Months.
Positive
Seeking Alpha
4 weeks ago
Big Dividends Ahead: Where I'd Invest $10,000 In 2025
I share my $10,000 dividend investment strategy for 2025, focusing on stocks with income potential and long-term growth prospects. These picks prioritize reliable dividends, strong fundamentals, and resilience, aiming to deliver consistent returns despite market conditions. With an eye on 2025 trends, I highlight why these investments stand out and how they can boost portfolios seeking income and growth.
Neutral
Business Wire
1 month 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.
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