LandBridge (NYSE:LB) Stock Acquired Rep. Gilbert Ray Cisneros, Jr.

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of LandBridge Company LLC (NYSE:LB). In a filing disclosed on December 15th, the Representative disclosed that they had bought between $50,001 and $100,000 in LandBridge stock on November 20th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > WELLS FARGO ADVISORS” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Spotify Technology (NYSE:SPOT) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOGL) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of First Watch Restaurant Group (NASDAQ:FWRG) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of TKO Group (NYSE:TKO) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of RBC Bearings (NYSE:RBC) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Stifel Financial (NYSE:SF) on 11/24/2025.
• Purchased $1,001 – $15,000 in shares of Logan Energy (CVE:LGN) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Primoris Services (NASDAQ:PRIM) on 11/24/2025.
• Purchased $15,001 – $50,000 in shares of LandBridge (NYSE:LB) on 11/21/2025.
• Purchased $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 11/20/2025.

LandBridge Price Performance

Shares of NYSE:LB opened at $52.82 on Friday. The company’s fifty day moving average price is $59.49 and its 200-day moving average price is $58.96. The company has a debt-to-equity ratio of 0.52, a current ratio of 4.15 and a quick ratio of 4.15. The firm has a market capitalization of $4.11 billion, a price-to-earnings ratio of 75.45 and a beta of 0.25. LandBridge Company LLC has a one year low of $48.55 and a one year high of $87.60.

LandBridge (NYSE:LB) last released its earnings results on Wednesday, November 12th. The company reported $0.26 EPS for the quarter, missing analysts’ consensus estimates of $0.70 by ($0.44). LandBridge had a net margin of 13.72% and a return on equity of 4.63%. The firm had revenue of $50.83 million during the quarter, compared to the consensus estimate of $49.13 million. On average, equities research analysts anticipate that LandBridge Company LLC will post 0.99 earnings per share for the current fiscal year.

LandBridge Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, December 18th. Shareholders of record on Thursday, December 4th were paid a $0.10 dividend. This represents a $0.40 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend was Thursday, December 4th. LandBridge’s payout ratio is currently 57.14%.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the company. T. Rowe Price Investment Management Inc. raised its stake in shares of LandBridge by 5,290.4% during the first quarter. T. Rowe Price Investment Management Inc. now owns 1,193,279 shares of the company’s stock valued at $85,845,000 after acquiring an additional 1,171,142 shares during the last quarter. Cortland Associates Inc. MO grew its stake in shares of LandBridge by 172.0% in the third quarter. Cortland Associates Inc. MO now owns 412,443 shares of the company’s stock worth $22,004,000 after purchasing an additional 260,812 shares during the last quarter. UBS Group AG increased its holdings in LandBridge by 88.6% during the 3rd quarter. UBS Group AG now owns 426,156 shares of the company’s stock valued at $22,735,000 after purchasing an additional 200,231 shares during the period. HITE Hedge Asset Management LLC bought a new position in LandBridge during the 1st quarter valued at approximately $9,441,000. Finally, Vanguard Group Inc. raised its position in LandBridge by 17.1% during the 1st quarter. Vanguard Group Inc. now owns 697,748 shares of the company’s stock valued at $50,196,000 after purchasing an additional 102,085 shares during the last quarter.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on LB. Weiss Ratings restated a “hold (c)” rating on shares of LandBridge in a research report on Tuesday, October 14th. Raymond James Financial lowered shares of LandBridge from a “moderate buy” rating to a “strong sell” rating in a report on Friday, December 5th. Zacks Research raised shares of LandBridge from a “strong sell” rating to a “hold” rating in a research note on Monday, November 10th. Barclays decreased their target price on shares of LandBridge from $66.00 to $57.00 and set an “equal weight” rating on the stock in a research report on Tuesday, October 14th. Finally, Janney Montgomery Scott downgraded shares of LandBridge from a “buy” rating to a “neutral” rating in a research note on Thursday, November 13th. Three equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $73.33.

Insider Buying and Selling at LandBridge

In other news, Director Point Energy Fund Aiv- Five II sold 2,500,000 shares of LandBridge stock in a transaction that occurred on Tuesday, November 18th. The stock was sold at an average price of $70.00, for a total value of $175,000,000.00. The sale was disclosed in a document filed with the SEC, which is available through this link. Corporate insiders own 70.42% of the company’s stock.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

LandBridge Company Profile

LandBridge Company LLC owns and manages land and resources to support and enhance oil and natural gas development in the United States. It owns surface acres in and around the Delaware Basin in Texas and New Mexico. The company holds a portfolio of oil and gas royalties. It also sells brackish water and other surface composite materials.