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LandBridge Company LLC (LB)

USD80.10 +1.57 (+2.00%)
US NYSE Energy Oil & Gas Equipment & Services
Address 5555 San Felipe Street 77056
Houston, TX, US
CEO Jason Long
IPO 2024-06-28
CIK 1995807 ISIN US5149521008

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Description

LandBridge Company LLC focuses on overseeing land and natural assets to bolster and optimize oil and natural gas production across the United States. The company possesses substantial surface acreage, specifically within and adjacent to the Delaware Basin, spanning both Texas and New Mexico. Furthermore, LandBridge holds a collection of oil and gas royalty interests. It also generates income by selling brackish water and various other surface-related materials. Established in 2021, its corporate headquarters are situated in Houston, Texas, functioning as a subsidiary of LandBridge Holdings LLC.

News Sentiment (7d)
76 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD80.10 +1.57 (+2.00%)
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Volume Profile
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Liquidity & share structure
Average Volume
363.5K
Beta
0.09
Float Shares
75.94M
Free Float %
98.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+3.48% +5.03% -1.13% +12.67% -17.51% +37.25% -7.69% +190.45% +190.45% +190.45% +190.45%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (52 ratings, all time) Buy
Price Targets & DCF
Current price
80.10
Low 65.00 -18.9%
Consensus 73.67 -8.0%
Median 66.00 -17.6%
High 90.00 +12.4%
DCF (Unlevered) 218.42 +172.7%
DCF (Levered) 600.31 +649.4%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 57% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 2 0
Hold 3 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 6
66.33
-17.2%
All Time 33
57.88
-27.7%
Quality scores
Altman Z-Score
6.09
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
2 / 5
Medium
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
4 / 5
High
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✓ MOAT relativo
  • Revenue growth Oil & Gas Equipment & Services: +6.7%
    +81.1% Q1'26: +16.0% (vs Q1'25)
  • EPS growth Oil & Gas Equipment & Services: +14.3%
    +1,397.9% Q1'26: +220.0% (vs Q1'25)
  • FCF margin FCF growth · Oil & Gas Equipment & Services: +40.2%
    +33.2% Q1'26: +76.4% (vs Q1'25)
  • EBIT margin Oil & Gas Equipment & Services: +10.9%
    +57.4% Q1'26: +57.2% (vs Q1'25)
  • ROIC Oil & Gas Equipment & Services: +6.7%
    +13.3% Q1'26: +13.6% (vs Q1'25)
  • Share dilution Oil & Gas Equipment & Services: +0.3%
    -62.1% Q1'26: -63.6% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Oil & Gas Equipment & Services: 0.32×
    0.01× Q1'26: 0.00× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.15) × ERP
WACC = 100% × Ke + 0% × Kd (4,726.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 222.35 Current price: 80.10
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2021
actual
Dec 2022
actual
Jan 2025
actual
Jan 2026
3 Rev. Ana.
1 EPS Ana.
Jan 2027
2 Rev. Ana.
1 EPS Ana.
Jan 2028
3 Rev. Ana.
1 EPS Ana.
Jan 2029
1 Rev. Ana.
1 EPS Ana.
Revenue
14.34B
est.
51.78M
est: 14.95B (-99.7%)
112.13M
est.
194.30M
192.22M – 196.38M
+73.3% YoY
245.64M
241.53M – 249.74M
+26.4% YoY
297.89M
286.49M – 309.29M
+21.3% YoY
355.74M
341.52M – 366.25M
+19.4% YoY
EBITDA
4.79B
est.
3.63M
est: 4.99B (-99.9%)
45.78M
est.
79.34M
78.49M – 80.19M
+73.3% YoY
100.30M
98.62M – 101.97M
+26.4% YoY
121.63M
116.98M – 126.29M
+21.3% YoY
145.25M
139.45M – 149.55M
+19.4% YoY
EBIT
3.64B
est.
-3.09M
est: 3.79B (-100.1%)
37.40M
est.
64.81M
64.11M – 65.50M
+73.3% YoY
81.93M
80.56M – 83.30M
+26.4% YoY
99.36M
95.56M – 103.16M
+21.3% YoY
118.65M
113.91M – 122.16M
+19.4% YoY
Net Income
427.75M
est.
-6.36M
est: 418.21M (-101.5%)
28.33M
est.
38.96M
36.94M – 40.46M
+37.6% YoY
60.03M
29.03M – 91.02M
+54.1% YoY
82.43M
37.95M – 126.91M
+37.3% YoY
145.86M
138.28M – 151.46M
+77.0% YoY
SGA
7.95B
est.
41.80M
est: 8.28B (-99.5%)
55.40M
est.
96.00M
94.98M – 97.03M
+73.3% YoY
121.37M
119.34M – 123.40M
+26.4% YoY
147.19M
141.56M – 152.82M
+21.3% YoY
175.77M
168.75M – 180.97M
+19.4% YoY
EPS
5.83
est.
-0.44
est: 5.70 (-107.7%)
1.02
est.
1.40
1.33 – 1.45
+37.6% YoY
2.16
1.04 – 3.27
+54.1% YoY
2.96
1.36 – 4.56
+37.3% YoY
5.24
4.97 – 5.44
+77.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-06 B 3/5 2/5 4/5 4/5 4/5 1/5 1/5
2026-05-05 B- 2/5 2/5 3/5 3/5 4/5 1/5 1/5
2026-05-04 B- 2/5 2/5 3/5 3/5 4/5 1/5 1/5
2026-05-01 B- 3/5 2/5 4/5 4/5 3/5 1/5 1/5
2026-04-30 B- 3/5 2/5 4/5 4/5 3/5 1/5 1/5
2026-04-29 B- 3/5 2/5 4/5 4/5 3/5 1/5 1/5
2026-04-28 B- 3/5 2/5 4/5 4/5 3/5 1/5 1/5
2026-04-27 B- 2/5 2/5 3/5 4/5 3/5 1/5 1/5
2026-04-24 C+ 2/5 2/5 3/5 4/5 2/5 1/5 1/5
2026-04-23 B- 2/5 2/5 3/5 5/5 2/5 1/5 1/5
2026-04-22 B- 2/5 2/5 3/5 5/5 2/5 1/5 1/5
2026-04-21 B- 3/5 2/5 4/5 5/5 2/5 1/5 1/5
2026-04-20 B- 3/5 2/5 4/5 5/5 2/5 1/5 1/5
2026-04-17 B- 3/5 2/5 4/5 5/5 2/5 1/5 1/5
2026-04-16 B- 3/5 2/5 4/5 5/5 2/5 1/5 1/5
2026-04-15 B- 3/5 2/5 4/5 5/5 2/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
633.75M
OE per share TTM
12.11
Owner's Yield
34.49%
Maintenance CapEx ratio
1,603.40%
Maint CapEx / Avg PPE
553.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
44
Total invested
79.96M
Insider transactions (90d)
0
Beneficial owners (>5%)
18
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 AIV-VII 55.73M 76.20% 55.73M 55.73M PN 2024-07-03
2 AIV-VIII 55.73M 76.20% 55.73M 55.73M PN 2024-07-03
3 David N. Capobianco 55.73M 76.20% 55.73M 55.73M IN 2024-07-03
4 Five Point Energy Fund GP II LP 55.73M 76.20% 55.73M 55.73M PN 2024-07-03
5 Five Point Energy GP II LLC 55.73M 76.20% 55.73M 55.73M OO 2024-07-03
6 Five Point Energy GP III LLC 55.73M 76.20% 55.73M 55.73M OO 2024-07-03
7 Five Point Energy GP III LP 55.73M 76.20% 55.73M 55.73M PN 2024-07-03
8 LandBridge Holdings LLC 55.73M 76.20% 55.73M 55.73M OO 2024-07-03
9 First Manhattan Co. LLC 1.92M 13.24% 1.92M IA Delaware 2024-07-10
10 Abigail P. Johnson 1.69M 11.67% 1.69M IN Delaware 2024-07-10
11 FMR LLC 1.69M 11.67% 1.69M 1.69M HC Delaware 2024-07-10
12 HighSage Ventures LLC 1.05M 6.00% 1.05M 1.05M OO Delaware 2024-07-11
13 Jennifer Stier 1.05M 6.00% 1.05M 1.05M HC Delaware 2024-07-11
14 Herbert Frazier 1.00M 5.74% 1.00M 1.00M IN Cayman Islands 2024-07-08
15 Hill City Capital GP LLC 1.00M 5.74% 1.00M 1.00M OO Cayman Islands 2024-07-08
16 Hill City Capital LP 1.00M 5.74% 1.00M 1.00M IA, PN Cayman Islands 2024-07-08
17 Hill City Capital Master Fund LP 1.00M 5.74% 1.00M 1.00M PN Cayman Islands 2024-07-08
18 Hill City GP LLC 1.00M 5.74% 1.00M 1.00M OO Cayman Islands 2024-07-08

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
44
-116 vs prev Q
New positions
14
Closed positions
124
Increased
30
Reduced
8
Put/Call ratio
0.00
Calls held
1.5K
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 FIRST MANHATTAN CO. LLC. 6.86M +1.3M (+24.0%) 338.71M +43.6M (+14.8%) 27.08% +5.250 pp 0.89% +0.110 pp USD45.21 +8.4% 7 qtrs
2 HORIZON KINETICS ASSET MANAGEMENT LLC 5.64M +10.7K (+0.2%) 276.44M -24.0M (-8.0%) 22.27% +0.042 pp 3.74% +0.076 pp USD27.67 +77.1% 7 qtrs
3 MORGAN STANLEY 4.89M -53.8K (-1.1%) 239.81M -24.2M (-9.2%) 19.32% -0.213 pp 0.01% -0.002 pp USD67.13 -27.0% 6 qtrs
4 VANGUARD GROUP INC 861.8K +7.0K (+0.8%) 42.22M -3.4M (-7.4%) 3.40% +0.028 pp 0.00% 0.000 pp USD64.76 -24.4% 5 qtrs
5 FMR LLC 813.7K -6.4K (-0.8%) 39.87M -3.9M (-8.9%) 3.21% -0.025 pp 0.00% 0.000 pp USD27.76 +76.5% 7 qtrs
6 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 690.3K +690.3K (+100.0%) 33.82M +33.8M (+100.0%) 2.72% +2.725 pp 0.09% +0.094 pp USD48.99 +0.0% 1 qtrs NEW
7 HOOD RIVER CAPITAL MANAGEMENT LLC 621.1K -49.6K (-7.4%) 30.43M -5.4M (-15.0%) 2.45% -0.196 pp 0.33% -0.089 pp USD64.71 -24.3% 5 qtrs
8 SCHWARTZ INVESTMENT COUNSEL INC 592.9K +13.1K (+2.3%) 29.05M -1.9M (-6.1%) 2.34% +0.052 pp 1.02% -0.023 pp USD44.48 +10.1% 7 qtrs
9 DF DENT & CO INC 439.0K +439.0K (+100.0%) 21.51M +21.5M (+100.0%) 1.73% +1.733 pp 0.31% +0.310 pp USD48.99 +0.0% 1 qtrs NEW
10 CORTLAND ASSOCIATES INC/MO 408.3K -4.2K (-1.0%) 20.00M -2.0M (-9.1%) 1.61% -0.016 pp 2.53% -0.074 pp USD57.50 -14.8% 5 qtrs
11 RAYMOND JAMES FINANCIAL INC 388.3K -65.1K (-14.4%) 19.02M -5.2M (-21.4%) 1.53% -0.257 pp 0.01% -0.002 pp USD65.56 -25.3% 5 qtrs
12 ANNEX ADVISORY SERVICES, LLC 294.1K +23.3K (+8.6%) 14.41M -38.1K (-0.3%) 1.16% +0.092 pp 0.28% -0.032 pp USD65.34 -25.0% 5 qtrs
13 UBS GROUP AG 274.9K -151.3K (-35.5%) 13.46M -9.3M (-40.8%) 1.08% -0.597 pp 0.00% -0.001 pp USD58.91 -16.8% 6 qtrs
14 CAPTRUST FINANCIAL ADVISORS 268.0K +610.0 (+0.2%) 13.13M -1.1M (-8.0%) 1.06% +0.002 pp 0.03% -0.004 pp USD69.66 -29.7% 5 qtrs
15 MAD RIVER INVESTORS 262.9K +21.9K (+9.1%) 12.88M +20.8K (+0.2%) 1.04% +0.086 pp 5.87% +0.363 pp USD40.52 +20.9% 6 qtrs
16 ONE CHARLES PRIVATE WEALTH SERVICES, LLC 236.7K -8.3K (-3.4%) 11.60M -1.5M (-11.3%) 0.93% -0.033 pp 3.00% -0.436 pp USD63.57 -22.9% 5 qtrs
17 SUMMIT STREET CAPITAL MANAGEMENT, LLC 227.3K -58.6K (-20.5%) 11.13M -4.1M (-27.0%) 0.90% -0.231 pp 1.75% -0.342 pp USD65.59 -25.3% 5 qtrs
18 CITADEL ADVISORS LLC 224.7K +122.4K (+119.7%) 11.01M +5.6M (+101.7%) 0.89% +0.483 pp 0.00% +0.001 pp USD55.95 -12.4% 5 qtrs
19 GOLDMAN SACHS GROUP INC 214.8K +204.3K (+1,957.2%) 10.52M +10.0M (+1,789.1%) 0.85% +0.807 pp 0.00% +0.001 pp USD49.65 -1.3% 6 qtrs
20 MOORS & CABOT, INC. 206.1K +9.7K (+5.0%) 10.10M -379.2K (-3.6%) 0.81% +0.038 pp 0.43% -0.025 pp USD51.81 -5.4% 6 qtrs
21 EAGLECLAW CAPITAL MANAGMENT, LLC 200.9K -1.5K (-0.7%) 9.84M -953.7K (-8.8%) 0.79% -0.006 pp 1.42% -0.086 pp USD57.13 -14.2% 6 qtrs
22 AMUNDI 188.3K +188.3K (+100.0%) 9.22M +9.2M (+100.0%) 0.74% +0.743 pp 0.00% +0.003 pp USD48.99 +0.0% 4 qtrs
23 MILLENNIUM MANAGEMENT LLC 151.0K +80.0K (+112.8%) 7.40M +3.6M (+95.4%) 0.60% +0.316 pp 0.00% +0.002 pp USD57.73 -15.1% 7 qtrs
24 MARSHALL WACE, LLP 142.5K +142.5K (+100.0%) 6.98M +7.0M (+100.0%) 0.56% +0.563 pp 0.01% +0.006 pp USD48.99 +0.0% 3 qtrs
25 WELLS FARGO & COMPANY/MN 134.9K +34.4K (+34.3%) 6.61M +1.2M (+23.3%) 0.53% +0.136 pp 0.00% +0.000 pp USD57.68 -15.1% 6 qtrs
26 CINCTIVE CAPITAL MANAGEMENT LP 126.9K +71.4K (+128.7%) 6.22M +3.3M (+110.0%) 0.50% +0.282 pp 0.34% +0.195 pp USD50.90 -3.8% 2 qtrs
27 HIGHTOWER ADVISORS, LLC 110.6K +26.0K (+30.7%) 5.42M +905.5K (+20.1%) 0.44% +0.103 pp 0.01% +0.001 pp USD47.75 +2.6% 7 qtrs
28 TOCQUEVILLE ASSET MANAGEMENT L.P. 103.5K -8.4K (-7.5%) 5.07M -900.8K (-15.1%) 0.41% -0.033 pp 0.07% -0.013 pp USD43.92 +11.5% 6 qtrs
29 JANE STREET GROUP, LLC 102.0K +23.1K (+29.2%) 5.00M +785.7K (+18.7%) 0.40% +0.091 pp 0.00% +0.000 pp USD64.93 -24.5% 7 qtrs
30 ADAGE CAPITAL PARTNERS GP, L.L.C. 100.0K +100.0K (+100.0%) 4.90M +4.9M (+100.0%) 0.39% +0.395 pp 0.01% +0.007 pp USD48.99 +0.0% 1 qtrs NEW
31 SEVEN GRAND MANAGERS, LLC 100.0K +— (+0.0%) 4.90M -436.0K (-8.2%) 0.39% +0.000 pp 0.37% -0.060 pp USD25.15 +94.8% 7 qtrs
32 ADVISORY SERVICES NETWORK, LLC 88.7K +1.3K (+1.5%) 4.34M -315.1K (-6.8%) 0.35% +0.005 pp 0.06% -0.007 pp USD67.82 -27.8% 4 qtrs
33 CRAWFORD INVESTMENT COUNSEL INC 88.3K +88.3K (+100.0%) 4.33M +4.3M (+100.0%) 0.35% +0.349 pp 0.07% +0.072 pp USD48.99 +0.0% 1 qtrs NEW
34 SPROTT INC. 85.2K +10.8K (+14.6%) 4.17M +206.3K (+5.2%) 0.34% +0.043 pp 0.14% +0.002 pp USD47.23 +3.7% 6 qtrs
35 SUSQUEHANNA INTERNATIONAL GROUP, LLP 81.9K +6.8K (+9.1%) 4.01M +5.7K (+0.1%) 0.32% +0.027 pp 0.00% +0.000 pp USD64.90 -24.5% 5 qtrs
36 VIKING FUND MANAGEMENT LLC 80.0K +40.0K (+100.0%) 3.92M +1.8M (+83.7%) 0.32% +0.158 pp 0.45% +0.196 pp USD51.17 -4.3% 2 qtrs
37 ONE8ZERO8, LLC 72.9K +6.9K (+10.4%) 3.57M +48.2K (+1.4%) 0.29% +0.027 pp 0.78% +0.018 pp USD61.09 -19.8% 5 qtrs
38 AQR CAPITAL MANAGEMENT LLC 71.1K +4.3K (+6.4%) 3.48M -81.1K (-2.3%) 0.28% +0.017 pp 0.00% -0.001 pp USD53.09 -7.7% 2 qtrs
39 PROMETHIUM ADVISORS,LLC 68.0K +6.4K (+10.4%) 3.33M +46.3K (+1.4%) 0.27% +0.025 pp 1.80% -0.087 pp USD55.12 -11.1% 6 qtrs
40 SEI INVESTMENTS CO 67.4K +67.4K (+100.0%) 3.30M +3.3M (+100.0%) 0.27% +0.266 pp 0.00% +0.003 pp USD48.99 +0.0% 1 qtrs NEW
41 JEFFERIES FINANCIAL GROUP INC. 58.5K +58.5K (+100.0%) 2.86M +2.9M (+100.0%) 0.23% +0.231 pp 0.01% +0.015 pp USD48.99 +0.0% 1 qtrs NEW
42 KEY CLIENT FIDUCIARY ADVISORS, LLC 52.1K +1.3K (+2.6%) 2.55M -156.2K (-5.8%) 0.21% +0.005 pp 0.87% -0.027 pp USD58.78 -16.7% 4 qtrs
43 YAUPON CAPITAL MANAGEMENT LP 51.3K +6.8K (+15.4%) 2.51M +141.1K (+6.0%) 0.20% +0.027 pp 0.09% +0.000 pp USD52.77 -7.2% 7 qtrs
44 GHISALLO CAPITAL MANAGEMENT LLC 50.2K -79.8K (-61.4%) 2.46M -4.5M (-64.5%) 0.20% -0.315 pp 0.11% -0.117 pp USD56.31 -13.0% 7 qtrs
45 BLACKROCK, INC. 49.9K +3.0K (+6.4%) 2.44M -56.8K (-2.3%) 0.20% +0.012 pp 0.00% +0.000 pp USD60.64 -19.2% 6 qtrs
46 HITE HEDGE ASSET MANAGEMENT LLC 47.1K +30.0K (+175.8%) 2.31M +1.4M (+153.2%) 0.19% +0.119 pp 0.15% +0.098 pp USD57.31 -14.5% 4 qtrs
47 TWO SIGMA INVESTMENTS, LP 44.0K -146.4K (-76.9%) 2.16M -8.0M (-78.8%) 0.17% -0.578 pp 0.00% -0.012 pp USD68.04 -28.0% 7 qtrs
48 BALYASNY ASSET MANAGEMENT L.P. 42.7K +22.1K (+107.1%) 2.09M +992.7K (+90.2%) 0.17% +0.087 pp 0.00% +0.001 pp USD51.10 -4.1% 2 qtrs
49 Y-INTERCEPT (HONG KONG) LTD 40.2K +5.7K (+16.5%) 1.97M +128.7K (+7.0%) 0.16% +0.023 pp 0.04% 0.000 pp USD52.73 -7.1% 2 qtrs
50 ATLAS WEALTH PARTNERS, LLC 37.4K +2.4K (+6.8%) 1.83M -35.4K (-1.9%) 0.15% +0.010 pp 2.02% +0.107 pp USD60.08 -18.5% 5 qtrs
51 SWISS NATIONAL BANK 37.4K +900.0 (+2.5%) 1.83M -115.0K (-5.9%) 0.15% +0.004 pp 0.00% +0.000 pp USD64.40 -23.9% 5 qtrs
52 GEODE CAPITAL MANAGEMENT, LLC 32.4K +2.3K (+7.5%) 1.59M -21.3K (-1.3%) 0.13% +0.009 pp 0.00% +0.000 pp USD65.49 -25.2% 5 qtrs
53 ROCKEFELLER CAPITAL MANAGEMENT L.P. 29.7K -3.5K (-10.5%) 1.46M -314.9K (-17.8%) 0.12% -0.014 pp 0.00% -0.001 pp USD64.98 -24.6% 5 qtrs
54 IPSWICH INVESTMENT MANAGEMENT CO., INC. 29.6K -6.4K (-17.9%) 1.45M -473.2K (-24.6%) 0.12% -0.026 pp 0.34% -0.113 pp USD61.17 -19.9% 5 qtrs
55 RESOURCES INVESTMENT ADVISORS, LLC. 27.0K -3.3K (-11.0%) 1.32M -296.2K (-18.3%) 0.11% -0.013 pp 0.01% -0.004 pp USD60.34 -18.8% 6 qtrs
56 JANNEY MONTGOMERY SCOTT LLC 25.5K -1.2K (-4.6%) 1.25M -176.0K (-12.3%) 0.10% -0.005 pp 0.00% -0.001 pp USD71.18 -31.2% 4 qtrs
57 COMMONWEALTH EQUITY SERVICES, LLC 22.7K +1.6K (+7.4%) 1.11M -15.2K (-1.4%) 0.09% +0.006 pp 0.00% +0.000 pp USD64.78 -24.4% 5 qtrs
58 STATE STREET CORP 22.0K -3.5K (-13.9%) 1.08M -284.7K (-20.9%) 0.09% -0.014 pp 0.00% +0.000 pp USD67.48 -27.4% 5 qtrs
59 UBS ASSET MANAGEMENT AMERICAS INC 20.6K +3.0K (+16.8%) 1.01M +67.9K (+7.2%) 0.08% +0.012 pp 0.00% +0.000 pp USD65.39 -25.1% 5 qtrs
60 TWO SIGMA ADVISERS, LP 19.8K -123.9K (-86.2%) 970.0K -6.7M (-87.3%) 0.08% -0.489 pp 0.00% -0.014 pp USD67.39 -27.3% 5 qtrs
61 ROYAL BANK OF CANADA 19.7K -10.1K (-34.0%) 966.0K -626.0K (-39.3%) 0.08% -0.040 pp 0.00% 0.000 pp USD51.24 -4.4% 6 qtrs
62 ESSEX FINANCIAL SERVICES, INC. 19.1K +778.0 (+4.3%) 934.8K -41.7K (-4.3%) 0.08% +0.003 pp 0.05% -0.005 pp USD62.94 -22.2% 4 qtrs
63 XTX TOPCO LTD 18.3K +18.3K (+100.0%) 896.4K +896.4K (+100.0%) 0.07% +0.072 pp 0.02% +0.024 pp USD48.99 +0.0% 1 qtrs NEW
64 SANTA MONICA PARTNERS LP 18.0K -10.0K (-35.7%) 882.0K -612.0K (-41.0%) 0.07% -0.040 pp 0.53% -0.342 pp USD62.65 -21.8% 4 qtrs
65 MALAGA COVE CAPITAL, LLC 17.4K +1.2K (+7.7%) 851.8K -9.8K (-1.1%) 0.07% +0.005 pp 0.29% -0.018 pp USD66.93 -26.8% 5 qtrs
66 SPEARS ABACUS ADVISORS LLC 17.3K +65.0 (+0.4%) 849.5K -72.1K (-7.8%) 0.07% +0.000 pp 0.02% -0.002 pp USD63.23 -22.5% 5 qtrs
67 PRIVATE ADVISOR GROUP, LLC 17.3K -1.0K (-5.7%) 846.4K -130.9K (-13.4%) 0.07% -0.004 pp 0.00% -0.001 pp USD67.69 -27.6% 5 qtrs
68 INDEPENDENT ADVISOR ALLIANCE 17.1K +456.0 (+2.7%) 838.3K -50.3K (-5.7%) 0.07% +0.002 pp 0.02% -0.003 pp USD61.80 -20.7% 5 qtrs
69 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 16.5K +— (+0.0%) 807.5K -71.9K (-8.2%) 0.07% +0.000 pp 0.00% 0.000 pp USD65.72 -25.5% 5 qtrs
70 LEGAL & GENERAL GROUP PLC 16.1K +745.0 (+4.9%) 788.9K -30.5K (-3.7%) 0.06% +0.003 pp 0.00% +0.000 pp USD65.35 -25.0% 5 qtrs
71 PECAUT & CO. 16.0K +1.0 (+0.0%) 783.5K -69.7K (-8.2%) 0.06% +0.000 pp 0.25% -0.021 pp USD41.15 +19.1% 6 qtrs
72 LPL FINANCIAL LLC 15.3K -16.9K (-52.4%) 750.6K -967.1K (-56.3%) 0.06% -0.067 pp 0.00% 0.000 pp USD57.75 -15.2% 6 qtrs
73 CETERA INVESTMENT ADVISERS 15.3K +480.0 (+3.2%) 749.7K -41.1K (-5.2%) 0.06% +0.002 pp 0.00% 0.000 pp USD56.21 -12.8% 3 qtrs
74 ADVISOR GROUP HOLDINGS, INC. 15.1K +12.6K (+501.8%) 740.6K +607.5K (+456.7%) 0.06% +0.050 pp 0.00% +0.001 pp USD49.44 -0.9% 6 qtrs
75 PEAK6 LLC 14.9K -45.1K (-75.2%) 730.0K -2.5M (-77.2%) 0.06% -0.178 pp 0.00% -0.003 pp USD53.35 -8.2% 2 qtrs
76 KINGSWOOD WEALTH ADVISORS, LLC 14.4K -25.9K (-64.2%) 707.7K -1.4M (-67.1%) 0.06% -0.102 pp 0.03% -0.096 pp USD70.47 -30.5% 4 qtrs
77 APOLLON WEALTH MANAGEMENT, LLC 12.9K +39.0 (+0.3%) 634.2K -54.4K (-7.9%) 0.05% +0.000 pp 0.01% -0.001 pp USD64.28 -23.8% 3 qtrs
78 BLAIR WILLIAM & CO/IL 12.5K +1.9K (+17.7%) 611.2K +45.6K (+8.1%) 0.05% +0.007 pp 0.00% +0.000 pp USD52.69 -7.0% 2 qtrs
79 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 12.5K +2.2K (+21.9%) 610.8K +65.3K (+12.0%) 0.05% +0.009 pp 0.00% +0.000 pp USD57.50 -14.8% 6 qtrs
80 ENGINEERS GATE MANAGER LP 11.8K -15.1K (-56.1%) 579.7K -858.2K (-59.7%) 0.05% -0.060 pp 0.01% -0.010 pp USD67.58 -27.5% 3 qtrs
81 SQUAREPOINT OPS LLC 10.3K +10.3K (+100.0%) 505.4K +505.4K (+100.0%) 0.04% +0.041 pp 0.00% +0.001 pp USD48.99 +0.0% 7 qtrs
82 LIDO ADVISORS, LLC 8.7K +801.0 (+10.1%) 461.2K +39.2K (+9.3%) 0.03% +0.003 pp 0.00% +0.000 pp USD63.91 -23.3% 5 qtrs
83 JANUS HENDERSON GROUP PLC 9.0K +— (+0.0%) 441.9K -39.8K (-8.3%) 0.04% +0.000 pp 0.00% +0.000 pp USD65.40 -25.1% 5 qtrs
84 ZUCKERMAN INVESTMENT GROUP, LLC 8.7K +— (+0.0%) 426.2K -37.9K (-8.2%) 0.03% +0.000 pp 0.04% -0.005 pp USD69.98 -30.0% 4 qtrs
85 TB ALTERNATIVE ASSETS LTD. 8.1K +8.1K (+100.0%) 398.8K +398.8K (+100.0%) 0.03% +0.032 pp 0.07% +0.065 pp USD48.99 +0.0% 1 qtrs NEW
86 PATHSTONE HOLDINGS, LLC 7.9K -33.0 (-0.4%) 386.3K -36.1K (-8.6%) 0.03% 0.000 pp 0.00% 0.000 pp USD59.56 -17.7% 5 qtrs
87 NORTHERN TRUST CORP 7.4K +184.0 (+2.6%) 362.3K -22.4K (-5.8%) 0.03% +0.001 pp 0.00% +0.000 pp USD65.96 -25.7% 5 qtrs
88 CHILTON CAPITAL MANAGEMENT LLC 7.3K +— (+0.0%) 359.2K -32.0K (-8.2%) 0.03% +0.000 pp 0.01% -0.001 pp USD53.35 -8.2% 2 qtrs
89 OPPENHEIMER ASSET MANAGEMENT INC. 7.2K +7.2K (+100.0%) 351.6K +351.6K (+100.0%) 0.03% +0.028 pp 0.00% +0.004 pp USD48.99 +0.0% 1 qtrs NEW
90 EMPOWERED FUNDS, LLC 6.9K -283.0 (-4.0%) 337.1K -45.1K (-11.8%) 0.03% -0.001 pp 0.00% -0.001 pp USD70.39 -30.4% 4 qtrs
91 CHILDRESS CAPITAL ADVISORS, LLC 6.8K -1.5K (-17.6%) 333.1K -107.0K (-24.3%) 0.03% -0.006 pp 0.05% -0.027 pp USD71.56 -31.5% 4 qtrs
92 TUDOR INVESTMENT CORP ET AL 6.4K +6.4K (+100.0%) 312.5K +312.5K (+100.0%) 0.03% +0.025 pp 0.00% +0.001 pp USD48.99 +0.0% 1 qtrs NEW
93 STIFEL FINANCIAL CORP 6.3K -6.5K (-50.8%) 309.0K -375.4K (-54.8%) 0.02% -0.026 pp 0.00% 0.000 pp USD61.38 -20.2% 4 qtrs
94 BANK OF AMERICA CORP /DE/ 5.9K -136.5K (-95.8%) 290.2K -7.3M (-96.2%) 0.02% -0.568 pp 0.00% -0.001 pp USD69.17 -29.2% 6 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
0.07
Bearish
Buys
3
Sells
3
Shares acquired
3.5K
Shares disposed
53.4K
Cash buys
3.00
Cash sales
3.00
Net activity
-49,808
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-06 WATSON CHARLES L. Director S-Sale D Class A shares 13,000 75.00 975.1K 64,250 I
2026-03-04 WATSON CHARLES L. Director S-Sale D Class A shares 9,670 75.19 727.1K 77,250 I
2026-03-02 WATSON CHARLES L. Director S-Sale D Class A shares 30,680 74.07 2.27M 86,920 I
2026-01-06 McNeely Scott Lloyd Officer P-Purchase A Class A shares 549 45.49 25.0K 81,276 D
2026-01-05 Long Jason Thomas Director / Officer P-Purchase A Class A shares 2,143 46.59 99.8K 223,546 D
2026-01-05 Bolling Harrison Fenner Officer P-Purchase A Class A shares 850 46.84 39.8K 66,874 D
2025-11-18 LandBridge Holdings LLC Director / 10% Owner C-Conversion A Class A shares 2,500,000 0.00 2,500,000 D
2025-11-18 Five Point Energy Fund II AIV-VII LP Director / 10% Owner S-Sale D Class A shares 2,500,000 70.00 175.00M 0 I
2025-11-18 Capobianco David N Director / 10% Owner S-Sale D Class A shares 2,500,000 70.00 175.00M 0 I
2025-08-27 WATSON CHARLES L. Director A-Award A Class A shares 2,201 0.00 9,554 D
2025-08-27 Nicolas Andrea Liria Director A-Award A Class A shares 2,201 0.00 9,554 D
2025-08-27 Daul Ty P. Director A-Award A Class A shares 2,201 0.00 18,368 D
2025-08-27 Chase Valerie Director A-Award A Class A shares 2,201 0.00 12,479 D
2025-07-01 Williams Jason Frederick Officer F-InKind D Class A shares 9,757 66.38 647.7K 64,633 D
2025-07-01 McNeely Scott Lloyd Officer F-InKind D Class A shares 12,187 66.38 809.0K 80,727 D
2025-07-01 Long Jason Thomas Director / Officer F-InKind D Class A shares 33,424 66.38 2.22M 221,403 D
2025-07-01 Bolling Harrison Fenner Officer F-InKind D Class A shares 8,366 66.38 555.3K 66,024 D
2025-05-23 LandBridge Holdings LLC Director / 10% Owner C-Conversion A Class A shares 1,900,000 0.00 1,900,000 D
2025-05-23 Capobianco David N Director / 10% Owner J-Other D Class B shares 1,900,000 0.00 51,241,496 I
2024-12-19 LandBridge Holdings LLC Director / 10% Owner D-Return D Class B shares 2,498,751 60.03 150.00M 53,227,852 D
2024-12-19 Capobianco David N Director / 10% Owner D-Return D Class B shares 2,498,751 60.03 150.00M 53,227,852 I
2024-09-13 Nicolas Andrea Liria Director A-Award A Class A shares 7,353 0.00 7,353
2024-09-12 Nicolas Andrea Liria 0 0.00 0

Executive team

Top executives
EBIT / Employee
28.54M
Shares Outstanding
77.09M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Gina Boswell Former Chief Executive Officer 486.3K 8.14M 676.5K 3.26M 12.57M 64.78%
2 2025 Daniel Heaf Chief Executive Officer 913.8K 5.04M 359.0K 271.3K 6.59M 76.56%
3 2025 Eva Boratto Chief Financial Officer 850.0K 2.88M 328.8K 159.0K 4.22M 68.28%
4 2025 Thomas Mazurek Chief Supply Chain Officer 720.2K 1.76M 233.7K 21.1K 2.74M 64.40%
5 2025 Michael Wu Former Chief Legal Officer 725.0K 1.63M 233.7K 30.9K 2.62M 62.21%
6 2024 Gina Boswell Former Chief Executive Officer 1.50M 8.13M 2.84M 104.4K 12.57M 64.65%
7 2024 Scott L. McNeely Executive Vice President, Chief Financial Officer 850.0K 2.90M 7.83M 11.58M 92.66%
8 2024 Jason Williams Executive Vice President, Chief Administrative Officer 800.0K 2.32M 7.83M 10.95M 92.70%
9 2024 Harrison Bolling Executive Vice President, General Counsel 800.0K 2.32M 7.83M 10.95M 92.70%
10 2024 Eva Boratto Chief Financial Officer 850.0K 500.0K 2.78M 1.02M 151.0K 5.30M 52.52%
11 2024 Michael Wu Former Chief Legal Officer 725.0K 1.56M 722.4K 33.1K 3.04M 51.25%
12 2024 Thomas Mazurek Chief Supply Chain Officer 700.0K 1.50M 697.5K 25.9K 2.93M 51.36%
13 2023 Gina Boswell Former Chief Executive Officer 1.50M 7.33M 2.55M 312.7K 11.69M 62.71%
14 2023 Eva Boratto Chief Financial Officer 408.7K 500.0K 1.91M 911.9K 81.2K 3.82M 50.16%
15 2023 Michael Wu Former Chief Legal Officer 725.0K 326.3K 1.42M 648.2K 34.6K 3.15M 44.99%
16 2023 Harrison Bolling Executive Vice President, General Counsel 519.6K 519.6K 100.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-30 DEFA14A
2026-04-30 DEF 14A
2026-04-28 DEFA14A
2026-04-28 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-04-30 DEFA14A
2026-04-30 DEF 14A
2026-04-30 ARS
2026-04-29 SC 13G
2026-04-29 SC 13G
2026-04-28 DEFA14A
2026-04-28 DEF 14A
2026-04-28 ARS
2026-04-07 SC 13G/A

Executive team

NameTitleCompensationGender
Jason Long President & Chief Executive Officer 1M male
Scott McNeely Executive Vice President & Chief Financial Officer 850.0K male
Harrison F. Bolling Executive Vice President & General Counsel 800.0K male
Jason Williams Executive Vice President & Chief Administrative Officer 800.0K male
Mae Herrington Director of Investor Relations male
ESG Rating
B
OIL & GAS EQUIPMENT & SERVICES
2026
E (Environmental)
78.8 / 62.9
Company / Sector avg.
S (Social)
81.2 / 64.9
Company / Sector avg.
G (Governance)
83.0 / 64.1
Company / Sector avg.
ESG Total
81.0 / 64.0
Company / Sector avg.
ESG Score History OIL & GAS EQUIPMENT & SERVICES
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2017-05-16 2017-06-08 Sheldon Whitehouse RI Child Sale (Full) $1,001 - $15,000
2017-04-05 2017-05-10 Sheldon Whitehouse RI Joint Sale (Full) $15,001 - $50,000
2017-04-05 2017-05-10 Sheldon Whitehouse RI Self Sale (Full) $1,001 - $15,000
House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2025-11-21 2025-12-15 Gilbert Cisneros CA31 Purchase $15,001 - $50,000
2025-11-20 2025-12-15 Gilbert Cisneros CA31 Purchase $50,001 - $100,000
2025-08-06 2025-09-12 Gilbert Cisneros CA31 Purchase $50,001 - $100,000
2021-01-04 2021-02-17 Chris Jacobs NY27 Self Sale (Full) $1,001 - $15,000
2020-03-18 2020-04-16 Gilbert Cisneros CA31 -- Sale (Full) $1,001 - $15,000
2020-02-07 2020-03-10 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2019-06-20 2021-05-17 Alan S. Lowenthal CA47 Self Sale (Full) $15,001 - $50,000
Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits