Texas Pacific Land
About: Texas Pacific Land Corp is mainly engaged in the sales and leases of land owned, retaining oil and gas royalties, and the overall management of the land owned. It operates its business in two reportable segments; Land and Resource Management and Water Service and Operations. The Land and Resource Management segment focuses on managing surface acres of land and its oil and gas royalty interests, principally concentrated in the Permian Basin. The Water Services and Operations segment encompasses the business of providing full-service water offerings to operators, produced-water treatment, infrastructure development, and disposal solutions. The company generates the majority of its revenue from the Land and Resource Management segment.
Employees: 111
0
Funds holding %
of 7,312 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
166% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 44
58% more call options, than puts
Call options by funds: $217M | Put options by funds: $137M
19% more capital invested
Capital invested by funds: $17.9B [Q4 2024] → $21.4B (+$3.48B) [Q1 2025]
9% more funds holding
Funds holding: 677 [Q4 2024] → 738 (+61) [Q1 2025]
0.15% more ownership
Funds ownership: 70.36% [Q4 2024] → 70.5% (+0.15%) [Q1 2025]
1% less repeat investments, than reductions
Existing positions increased: 240 | Existing positions reduced: 242
3% less funds holding in top 10
Funds holding in top 10: 33 [Q4 2024] → 32 (-1) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for TPL.
Financial journalist opinion
Positive
Seeking Alpha
1 week ago
This Changes Everything: One Of The Most Important Shifts For Dividend Investors
Inflation isn't just back, it's becoming policy. From skewed CPI data to deficit-driven dollar moves, we're entering a new and lasting macro era. The U.S. may now prefer higher inflation to fix its balance sheet and boost growth. That changes everything, including how we invest, where we invest, and why. I'm not overhauling my strategy. But I'm sharpening my focus on pricing power, hard assets, and income that's built for this new reality.
Negative
Seeking Alpha
3 weeks ago
Texas Pacific Land: The Cleanest Way To Play Rising Oil In A Geopolitical Powder Keg
Despite the recent stock decline, I remain bullish on TPL due to its direct leverage to rising oil prices amid escalating Middle East tensions. TPL's royalty-driven model ensures surging revenues and free cash flow with minimal operational risk as oil prices spike from geopolitical instability. Production growth in the Permian and new royalty deals position TPL for strong Q3 results, especially if oil prices remain elevated.
Positive
Seeking Alpha
1 month ago
Texas Pacific Land: 15% Of My Net Worth, And I'm More Bullish Than Ever
A breakthrough in U.S.–China trade talks has boosted my confidence in cyclical stocks. This easing of tariffs comes just as energy names looked deeply undervalued. My biggest holding, Texas Pacific Land, keeps proving its worth with strong royalty and water segment growth, even amid oil price and economic volatility. Thanks to its asset-light, inflation-protected model and top-tier operators, TPL is built to weather cycles and capitalize when the energy tide turns again.
Positive
Seeking Alpha
1 month ago
Texas Pacific: I Can See Why It Trades At Such Levels, But It's Not For Me
Texas Pacific Land Corporation reported Q1 2025 earnings with a 12.5% revenue increase, high operating margins, and impressive free cash flow, but flat earnings and a high P/E ratio. The company's strong oil & gas royalty production and robust water services expansion provide a natural hedge against oil price volatility and support future growth. Management's strategic focus on high-quality assets and potential renewable energy projects ensures long-term profitability, despite recent downtrends in efficiency metrics.
Positive
Seeking Alpha
2 months ago
My 5 Biggest Dividend Investments I Trust With Half Of My Net Worth
I have been putting far more capital to work this year than I expected, taking advantage of volatility and strong risk/reward setups, not perfect timing. Fearful headlines and trade uncertainty keep many sidelined, but I believe downturns offer the best long-term buying opportunities. My five largest holdings now make up half my portfolio, reflecting deep conviction. In this article, I present my picks.
Neutral
Seeking Alpha
2 months ago
Texas Pacific Land Corporation (TPL) Q1 2025 Earnings Call Transcript
Texas Pacific Land Corporation (NYSE:TPL ) Q1 2025 Results Conference Call May 8, 2025 10:30 AM ET Company Participants Shawn Amini - IR Tyler Glover - President, CEO & Trustee Chris Steddum - CFO Robert Crain - EVP, Texas Pacific Water Resources LLC Conference Call Participants Derrick Whitfield - Texas Capital Operator Greetings, and welcome to the Texas Pacific Land Corporation First Quarter 2025 Earnings Call. [Operator Instructions] As a reminder, this conference is being recorded.
Neutral
Business Wire
2 months ago
Texas Pacific Land Corporation Announces First Quarter Results
DALLAS--(BUSINESS WIRE)--Texas Pacific Land Corporation Announces First Quarter Results.
Positive
Seeking Alpha
2 months ago
Oil Be Rich: My Favorite Energy Dividend Stocks Are A Steal Right Now
Energy stocks are volatile, influenced by factors like commodity prices, geopolitical events, and supply changes. However, despite short-term challenges, I remain optimistic for long-term growth in the sector. Current OPEC moves and geopolitical risks have caused short-term price volatility. Still, I believe energy's long-term potential, driven by supply gaps and demand growth, remains intact. I highlight my top natural gas and oil picks, each with strong reserves, low breakeven costs, and a commitment to shareholder returns.
Positive
Seeking Alpha
2 months ago
The 50/50 Dividend Strategy: One Of My Favorite Ways To Build Wealth
The 50/50 strategy blends the simplicity of ETFs with the customization of individual dividend stocks, optimizing returns while managing risks. This approach suits a wide range of investors, from beginners to experienced, aiming to balance quality dividend growth with exposure to long-term trends. Investing should be creative, like playing with Lego bricks, allowing for personalized portfolios that align with specific financial goals.
Neutral
Business Wire
2 months ago
Texas Pacific Land Corporation Sets Dates for First Quarter 2025 Earnings Release and Conference Call
DALLAS--(BUSINESS WIRE)--Texas Pacific Land Corporation Sets Dates for First Quarter 2025 Earnings Release and Conference Call.
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