Management Credibility Analysis

Unavailable
Verified Management Score Unavailable
Management credibility requires sourced guidance and earnings history.

Upcoming Catalysts

Verified event feed
Verified Catalysts Unavailable
No sourced upcoming event feed is configured for this stock yet.

Company profile

No description available

Chief executive
Not disclosed
Headquarters
5555 SAN FELIPE STREET, SUITE 1200, HOUSTON, TX
Founded
Not disclosed

📈 Company Timeline

Major business events
Positive
Negative
Neutral
14 Oct 2026

LandBridge Company LLC filed Form 25-NSE

LandBridge Company LLC submitted Form 25-NSE to the SEC.

14 Oct 2026

LandBridge Company LLC filed Form 25-NSE

LandBridge Company LLC submitted Form 25-NSE to the SEC.

2 Oct 2026

LandBridge Company LLC reported A material agreement

LandBridge Company LLC filed an 8-K covering a material agreement, a material financing obligation, supporting financial statements or exhibits.

23 Sep 2026

LandBridge Company LLC reported Regulation FD disclosure

LandBridge Company LLC filed an 8-K covering Regulation FD disclosure, another company event, supporting financial statements or exhibits.

22 Sep 2026

LandBridge Company LLC reported Regulation FD disclosure

LandBridge Company LLC filed an 8-K covering Regulation FD disclosure, another company event, supporting financial statements or exhibits.

Capital Structure & Financial Position

Financial strength and liquidity analysis
Cash and equivalents (USD)$39.80M
Total assets (USD)$1.38B
Total liabilities (USD)$545.46M
Shareholders' equity (USD)$355.53M
Long-term debt (USD)$535.53M
Debt due within a year (USD)$194,000

Source: SEC EDGAR company facts (opens in a new tab) Balance sheet dated

Peer Comparison - Energy

Company Price Market Cap
XOM - Exxon Mobil Corporation $178.09
Yahoo Finance
$732.29B
CVX - Chevron Corporation $224.88
Yahoo Finance
$444.31B
SHEL - Shell plc $105.38
Yahoo Finance
$291.49B
BHP - BHP Group Limited $81.32
Yahoo Finance
$206.71B
TTE - TotalEnergies SE $90.66
Yahoo Finance
$197.80B

📋 Corporate Actions

Recent and upcoming corporate events
Verified Corporate Actions Unavailable
Dividend, buyback, split, and spin-off feeds are not ingested for this stock yet.

Financials

Financial statements and key metrics analysis
QuarterRevenue (USD)Operating incomeNet incomeDiluted EPS (USD)Filed
Q2 2026$66.84M$44.16M$12.29M$0.4010-Q · 6 Aug 2026
Q1 2026$51.01M$29.18M$8.72M$0.2310-Q · 7 May 2026
Q4 2025$56.78M$34.08M$50.33MUnavailable10-K · 26 Feb 2026
Q3 2025$50.83M$30.89M$8.11M$0.2610-Q · 12 Nov 2025
Q2 2025$47.53M$28.50M$7.50M$0.2410-Q · 5 Aug 2025
Q1 2025$43.95M$25.04M$6.46M$0.2010-Q · 8 May 2025

Source: SEC EDGAR company facts (opens in a new tab)

Analyst Consensus

Neutral
Target: $87.40
8.2% upside potential
📈
Strong Buy
Unavailable
👍
Buy
2
⏸️
Hold
3
📉
Sell
0
5 analysts covering this stock

Source: Nasdaq analyst research (opens in a new tab) Retrieved Targets range 75.00–97.00 Ratings are third-party opinions, not advice.

💰 Upcoming Dividends

Next dividend payments
Verified Dividend Data Unavailable
Dividend calendar data is not ingested for this stock yet.

Guidance Evolution

Verified Guidance History Unavailable
Verified company guidance history is not ingested for this stock yet.

💼 Director Transactions

Recent insider activity
7
Aug 2026
LandBridge Holdings LLC
Director
Other
Unavailable per share
1,250,000 shares
SEC Form 4
7
Aug 2026
LandBridge Holdings LLC
Director
Conversion
Unavailable per share
1,250,000 shares
SEC Form 4
7
Aug 2026
LandBridge Holdings LLC
Director
Open-market sale
$75.05 per share
1,250,000 shares
SEC Form 4
7
Aug 2026
Capobianco David N
Director
Other
Unavailable per share
1,250,000 shares
SEC Form 4
7
Aug 2026
Capobianco David N
Director
Conversion
Unavailable per share
1,250,000 shares
SEC Form 4
7
Aug 2026
Capobianco David N
Director
Open-market sale
$75.05 per share
1,250,000 shares
SEC Form 4
4
Aug 2026
McNeely Scott Lloyd
See Remarks
Grant or award
Unavailable per share
14,929 shares
SEC Form 4
4
Aug 2026
Chase Valerie
Director
Grant or award
Unavailable per share
1,900 shares
SEC Form 4
4
Aug 2026
Bolling Harrison Fenner
See Remarks
Grant or award
Unavailable per share
13,572 shares
SEC Form 4
4
Aug 2026
Daul Ty P.
Director
Grant or award
Unavailable per share
1,900 shares
SEC Form 4

Top Shareholders

First Manhattan Co. Llc.
7,082,845 shares
0.363% change
6/30/2026
Horizon Kinetics Asset Management Llc
5,821,263 shares
2.901% change
6/30/2026
Fmr Llc
1,775,450 shares
33.01% change
6/30/2026
T. Rowe Price Investment Management, Inc.
1,276,671 shares
New% change
6/30/2026
Vanguard Portfolio Management Llc
1,267,116 shares
2.195% change
6/30/2026
William Blair Investment Management, Llc
1,235,265 shares
39.19% change
6/30/2026
Vanguard Group Inc
861,815 shares
0.825% change
12/31/2025
Morgan Stanley
731,836 shares
-50.412% change
6/30/2026
Schwartz Investment Counsel Inc
644,716 shares
8.741% change
6/30/2026
Hood River Capital Management Llc
592,619 shares
-4.582% change
6/30/2026

Source: Nasdaq institutional holdings (opens in a new tab) Observed · 13 hours ago