LandBridge Company LLC Class A (LB)
NYSE:LB
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LB Stock Chart & Stats
$67.23
-$1.68(-2.32%)
At close: 4:00 PM EST
$67.23
-$1.68(-2.32%)
Day’s Range― - ―
52-Week Range$43.75 - $85.60
Previous CloseN/A
Volume223.54K
Average Volume (3M)367.41K
Market Cap
$5.19B
Enterprise Value$5.38B
Total Cash (Recent Filing)$29.68M
Total Debt (Recent Filing)$433.00K
Price to Earnings (P/E)46.7
Beta1.58
Next Earnings
Aug 12, 2026EPS Estimate
0.53Next Dividend Ex-DateN/A
Dividend Yield0.76%
Share Statistics
EPS (TTM)1.55
Shares Outstanding27,839,230
10 Day Avg. Volume344,310
30 Day Avg. Volume367,413
Financial Highlights & Ratios
PEG Ratio0.17
Price to Book (P/B)4.70
Price to Sales (P/S)8.03
P/FCF Ratio13.11
Enterprise Value/Market Cap1.04
Enterprise Value/Revenue26.08
Enterprise Value/Gross Profit28.69
Enterprise Value/Ebitda40.84
Forecast
1Y Price Target
$79.25Price Target Upside17.88% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering4
EPS Forecast (FY)2.12
Revenue Forecast (FY)$246.41M
Bulls Say, Bears Say
Bulls Say
Strong Cash Generation And FCF ConversionLandBridge converts a very high share of earnings into cash: FCF exceeds net income and TTM free cash flow is robust. Durable high cash conversion supports continued dividends, buybacks, debt paydown and funding of strategic partnerships without relying on external capital, improving long-term optionality.
Sharply Improved Balance Sheet And Low LeverageThe materially strengthened balance sheet reduces financial risk and increases strategic flexibility. Low reported leverage and stronger equity provide capacity for opportunistic M&A, investments in land monetization, and continued capital returns, supporting sustainable operations through commodity and cycle volatility.
High-margin, Fee-based Surface Royalties And ScaleA fee-based surface model and large acreage position create long-duration, recurring revenue streams less capital-intensive than upstream activity. Strategic partnerships (water midstream, data center option) and scale enhance monetization avenues and support durable, high-margin growth across produced water, pipelines and digital infrastructure.
Bears Say
Quarterly Lumpiness And SeasonalityPersistent seasonality and transaction timing make revenue and EBITDA volatile across quarters, complicating forecasting and smoothing of cash flows. Over a 2–6 month horizon this lumpiness can stress short-term liquidity planning and make measured progress on guidance reliant on timing of discrete receipts.
Revenue Sensitivity To Upstream Development ActivityRoughly one-fifth of revenue being development-linked exposes the business to upstream capex cycles and activity swings. Even with fee-based royalties, this exposure can reduce predictability of cash flows and margins if upstream investment or drilling slows, limiting defensive revenue characteristics during downturns.
Net Leverage Slightly Above Long-term TargetAlthough leverage has improved, remaining above the target range leaves less cushion for shocks and constrains margin for error on opportunistic investments. Sustained reliance on converting near-committed pipeline opportunities to meet guidance increases execution risk if macro or counterparty timing slips.
LandBridge Company LLC Class A News
LB FAQ
What was LandBridge Company LLC Class A’s price range in the past 12 months?
LandBridge Company LLC Class A lowest stock price was $43.75 and its highest was $85.60 in the past 12 months.
What is LandBridge Company LLC Class A’s market cap?
LandBridge Company LLC Class A’s market cap is $5.19B.
When is LandBridge Company LLC Class A’s upcoming earnings report date?
LandBridge Company LLC Class A’s upcoming earnings report date is Aug 12, 2026 which is in 60 days.
How were LandBridge Company LLC Class A’s earnings last quarter?
LandBridge Company LLC Class A released its earnings results on May 06, 2026. The company reported $0.377 earnings per share for the quarter, missing the consensus estimate of $0.548 by -$0.171.
Is LandBridge Company LLC Class A overvalued?
According to Wall Street analysts LandBridge Company LLC Class A’s price is currently Undervalued.
Does LandBridge Company LLC Class A pay dividends?
LandBridge Company LLC Class A pays a Quarterly dividend of $0.12 which represents an annual dividend yield of 0.76%. See more information on LandBridge Company LLC Class A dividends here
What is LandBridge Company LLC Class A’s EPS estimate?
LandBridge Company LLC Class A’s EPS estimate is 0.53.
How many shares outstanding does LandBridge Company LLC Class A have?
LandBridge Company LLC Class A has 27,839,230 shares outstanding.
What happened to LandBridge Company LLC Class A’s price movement after its last earnings report?
LandBridge Company LLC Class A reported an EPS of $0.377 in its last earnings report, missing expectations of $0.548. Following the earnings report the stock price went down -3.076%.
Which hedge fund is a major shareholder of LandBridge Company LLC Class A?
Currently, no hedge funds are holding shares in LB
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
LandBridge Company LLC Class A Stock Smart Score
Neutral
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10
Analyst Consensus
Moderate Buy
Average Price Target:
$79.25 (17.88% Upside)
$79.25 (17.88% Upside)
Blogger Sentiment
Bullish
LB Sentiment 67%
Sector Average 72%
Sector Average 72%
Hedge Fund Trend
Increased
By 3.5K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Negative
Last 7 Days ▼ 1.0%
Last 30 Days ▼ 1.6%
Last 30 Days ▼ 1.6%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
-4.11%
12-Months-Change
Fundamentals
Return on Equity
13.51%
Trailing 12-Months
Asset Growth
35.13%
Trailing 12-Months
Company Description
LandBridge Company LLC Class A
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.
LB Company Deck
LB Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call emphasized strong year-over-year growth, exceptional cash conversion, a raised full-year guidance range and validation of strategic initiatives (fee-based surface model, WaterBridge partnership, PowerBridge data center option). Notable near-term headwinds include expected quarter-to-quarter seasonality, an ~11% sequential revenue decline in Q1, some revenue concentration tied to upstream development (~20%) and net leverage slightly above the long-term target. On balance, management presented multiple durable, high-margin revenue drivers, significant pipeline visibility and continued capital allocation discipline, outweighing the expected seasonality and lumpiness risks.View all LB earnings summariesLB Stock 12 Month Forecast
Average Price Target
$79.25
▲(17.88% Upside)
Technical Analysis
Ownership Overview
2.00% Insiders
11.55% Mutual Funds
66.57% Other Institutional Investors
10.55% Public Companies and
Individual Investors