TPL icon

Texas Pacific Land

1,349.51 USD
+24.52
1.85%
At close Apr 1, 4:00 PM EDT
After hours
1,352.84
+3.33
0.25%
1 day
1.85%
5 days
-2.20%
1 month
-0.51%
3 months
14.36%
6 months
47.59%
Year to date
14.36%
1 year
136.30%
5 years
975.22%
10 years
2,672.78%
0
Funds holding %
of 7,398 funds
Analysts bullish %

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

198% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 45

53% more call options, than puts

Call options by funds: $82.8M | Put options by funds: $54.2M

33% more capital invested

Capital invested by funds: $13.5B [Q3] → $17.9B (+$4.39B) [Q4]

14% more funds holding

Funds holding: 589 [Q3] → 670 (+81) [Q4]

10% more funds holding in top 10

Funds holding in top 10: 30 [Q3] → 33 (+3) [Q4]

3.81% more ownership

Funds ownership: 66.49% [Q3] → 70.3% (+3.81%) [Q4]

10% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 222

Research analyst outlook

We haven’t received any recent analyst ratings for TPL.

Financial journalist opinion

Based on 6 articles about TPL published over the past 30 days

Positive
Seeking Alpha
6 hours ago
Texas Pacific Land's Road To $1 Billion Free Cash Flow
Texas Pacific Land Corporation has surged over 125% in the past year, yet the recent share price lag could present an attractive entry point. TPL's water business, critical for fracking in the Permian Basin, has become a major growth driver, with water sales revenue surging. TPL's free cash flow has skyrocketed, and hitting the $1 billion annual threshold within a few years doesn't sound like a far-fetched idea.
Texas Pacific Land's Road To $1 Billion Free Cash Flow
Positive
Seeking Alpha
13 hours ago
Decoding Texas Pacific Land: Underfollowed S&P 500 Name With Hidden Optionality
Texas Pacific Land combines its established, high-margin oil and gas royalty business with significant investment in a rapidly growing water segment. Major optionality lies in TPL's initiative to commercialize freeze-thaw desalination for produced water. TPL appears underfollowed and potentially misclassified, suggesting the market may underestimate the long-term value potential.
Decoding Texas Pacific Land: Underfollowed S&P 500 Name With Hidden Optionality
Positive
Seeking Alpha
3 days ago
Buy, Baby, Buy: My 12 Favorite Energy Stocks For What's Next
Energy stocks are proving their strength, outperforming the market despite oil price stagnation. Structural shifts, deglobalization, and inflation favor long-term upside. Shale growth is slowing, and oil companies are prioritizing cash flow over expansion. With rising costs, $70 oil is the new $50, limiting U.S. production at lower prices. Uncertainty in policy and tariffs adds pressure, but I see oil stabilizing near $90 long term. My top energy picks remain strong plays for income and capital appreciation.
Buy, Baby, Buy: My 12 Favorite Energy Stocks For What's Next
Positive
MarketBeat
1 week ago
3 Cash Cow Stocks Leading Their Sectors in Free Cash Flow Margins
Evaluating stocks involves considering many crucial factors, but the ability to generate cash is of uniquely paramount importance. At the end of the day, a business centers around the idea of generating cash over net income.
3 Cash Cow Stocks Leading Their Sectors in Free Cash Flow Margins
Positive
Market Watch
3 weeks ago
Stocks beating the stock market's recent Trump slump have this in common
This year's top performer among the S&P 500 has been CVS Health's stock, which had a bad 2024 and is cheap by a key valuation measure.
Stocks beating the stock market's recent Trump slump have this in common
Positive
Seeking Alpha
3 weeks 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.
Down, But Not Out: My Favorite Energy Stocks For Income And Growth
Positive
Seeking Alpha
1 month ago
2 Of My All-Time Inflation-Proof Dividend Stocks
Inflation remains a major concern, but I'm not worried - I'm prepared. I've identified two stocks that thrive in this environment and strengthen my portfolio. These companies offer reliable income, pricing power, and long-term stability. Their fundamentals position them to outperform despite economic uncertainty. I'm confident in these picks and am putting my own money behind them. While no investment is risk-free, these stocks give me the edge I need against inflation.
2 Of My All-Time Inflation-Proof Dividend Stocks
Neutral
CNBC Television
1 month ago
Trade Tracker: Rob Sechan sells McDonald's and Vertex, buys Texas Pacific Land, Amgen and NRG
Rob Sechan, CEO of NewEdge Wealth, joins CNBC's "Halftime Report" to detail his many portfolio moves.
Trade Tracker: Rob Sechan sells McDonald's and Vertex, buys Texas Pacific Land, Amgen and NRG
Positive
Seeking Alpha
1 month ago
Texas Pacific Land: 17% Of My Portfolio, And I'm Not Done Buying
Texas Pacific Land is my largest holding due to its unique business model and impressive performance, returning 185% since February 2024. TPL earns royalties from oil, gas, and water without capital expenditures, benefiting from the Permian Basin's growth and booming water business. Despite a high valuation, TPL's superior margins, debt-free balance sheet, and cash return capabilities justify the premium.
Texas Pacific Land: 17% Of My Portfolio, And I'm Not Done Buying
Neutral
Seeking Alpha
1 month ago
Texas Pacific Land Corporation (TPL) Q4 2024 Earnings Call Transcript
Texas Pacific Land Corporation (NYSE:TPL ) Q4 2024 Earnings Conference Call February 20, 2025 8:30 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 Fourth Quarter 2024 Earnings Call. [Operator Instructions] As a reminder, this conference is being recorded.
Texas Pacific Land Corporation (TPL) Q4 2024 Earnings Call Transcript
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