LandBridge (NYSE:LB) Trading 9.1% Higher on Insider Buying Activity

LandBridge Company LLC (NYSE:LB) traded up 9.1% on Thursday after an insider bought additional shares in the company. The stock traded as high as $48.32 and last traded at $48.2250. 466,006 shares changed hands during trading, a decline of 20% from the average session volume of 582,686 shares. The stock had previously closed at $44.20.

Specifically, insider Harrison Fenner Bolling purchased 850 shares of LandBridge stock in a transaction that occurred on Monday, January 5th. The stock was purchased at an average cost of $46.84 per share, with a total value of $39,814.00. Following the completion of the transaction, the insider owned 66,874 shares of the company’s stock, valued at approximately $3,132,378.16. This trade represents a 1.29% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Jason Thomas Long acquired 2,143 shares of the company’s stock in a transaction dated Monday, January 5th. The shares were bought at an average price of $46.59 per share, for a total transaction of $99,842.37. Following the purchase, the insider owned 223,546 shares in the company, valued at approximately $10,415,008.14. This represents a 0.97% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure.

Analysts Set New Price Targets

Several analysts have issued reports on LB shares. Zacks Research raised shares of LandBridge from a “hold” rating to a “strong-buy” rating in a research report on Monday. Barclays dropped their target price on shares of LandBridge from $66.00 to $57.00 and set an “equal weight” rating on the stock in a report on Tuesday, October 14th. Raymond James Financial cut LandBridge from a “moderate buy” rating to a “strong sell” rating in a report on Friday, December 5th. Piper Sandler upped their price objective on LandBridge from $55.00 to $65.00 and gave the company a “neutral” rating in a research note on Monday, November 24th. Finally, Wells Fargo & Company cut their price objective on LandBridge from $91.00 to $90.00 and set an “overweight” rating for the company in a research report on Wednesday, November 26th. One research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $73.33.

LandBridge News Summary

Here are the key news stories impacting LandBridge this week:

• Positive Sentiment: Multiple insiders bought shares this week (signals of insider confidence): Jason Long purchased 2,143 shares (~$46.59), Harrison Fenner Bolling bought 850 shares (~$46.84) and Scott McNeely acquired 549 shares (~$45.49). These filings can attract buyers reading insider activity. Read More.
• Positive Sentiment: Research upgrade: Zacks moved LB from “hold” to “strong?buy,” which can prompt momentum buying and short?covering in the near term. Read More.
• Neutral Sentiment: Dividend: LandBridge pays a modest quarterly dividend ($0.10; $0.40 annualized, ?0.9% yield) — provides income support but is not a major catalyst. Read More.
• Neutral Sentiment: Institutional positioning: several funds (Vanguard, UBS, Raymond James) have adjusted stakes recently — activity shows interest but changes are gradual, not an immediate directional driver. Read More.
• Negative Sentiment: Earnings miss: LandBridge reported $0.26 EPS vs. $0.70 expected for the most recent quarter — a meaningful fundamental miss that explains persistent downside risk and analyst caution. Read More.
• Negative Sentiment: Mixed/negative analyst moves: several broker notes have trimmed ratings or price targets (including recent cuts and at least one downgrade to “strong sell”), keeping consensus at a cautious “Hold.” This limits upside until fundamentals improve. Read More.

LandBridge Trading Up 8.6%

The business has a fifty day moving average price of $57.91 and a 200-day moving average price of $56.75. The company has a quick ratio of 4.15, a current ratio of 4.15 and a debt-to-equity ratio of 0.52. The company has a market cap of $3.74 billion, a P/E ratio of 68.91 and a beta of 0.43.

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

LandBridge Announces Dividend

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

Hedge Funds Weigh In On LandBridge

Several hedge funds and other institutional investors have recently added to or reduced their stakes in LB. Cortland Associates Inc. MO grew its holdings in shares of LandBridge by 172.0% during the 3rd 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 in the last quarter. UBS Group AG raised its stake in LandBridge by 88.6% in the third 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 in the last quarter. EagleClaw Capital Managment LLC lifted its position in LandBridge by 78.3% during the third quarter. EagleClaw Capital Managment LLC now owns 202,340 shares of the company’s stock worth $10,795,000 after purchasing an additional 88,875 shares during the period. Amundi acquired a new stake in LandBridge during the first quarter worth about $5,763,000. Finally, Advisory Services Network LLC grew its stake in LandBridge by 476.0% during the second quarter. Advisory Services Network LLC now owns 86,030 shares of the company’s stock worth $5,814,000 after buying an additional 71,095 shares in the last quarter.

About LandBridge

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. The company was founded in 2021 and is based in Houston, Texas. LandBridge Company LLC operates as a subsidiary of LandBridge Holdings LLC.