Texas Pacific Land Resultados de beneficios anteriores
Pasado controles de criterios 3/6
Texas Pacific Land ha aumentado sus beneficios a una tasa media anual de 13.8%, mientras que los beneficios de la industria de Oil and Gas han experimentado un crecimiento de 7.8% anual. Los ingresos han ido creciendo a una tasa media de 14.1% al año. La rentabilidad financiera de Texas Pacific Land es de 32.4%, y sus márgenes netos son de 60%.
Información clave
13.83%
Tasa de crecimiento de los beneficios
14.10%
Tasa de crecimiento del BPA
| Crecimiento de la industria Oil and Gas | 33.67% |
| Tasa de crecimiento de los ingresos | 14.05% |
| Rentabilidad financiera | 32.37% |
| Margen neto | 60.03% |
| Próxima actualización de resultados | 05 Aug 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Seeking Alpha • Jul 09
LandBridge & Texas Pacific Land: The Picks-And-Shovels Of The West Texas AI Boom
Summary Texas Pacific Land is now primarily an AI infrastructure and data center land play, not just an oil royalty company. TPL’s valuation implies an excessive amount of GW of future data center capacity. I rate TPL a SELL with a $250 price target, as its premium bakes in excessive data center growth; LandBridge is a BUY at $75, reflecting more realistic expectations. Key risks include data center cooling design choices, undisclosed water pricing for TPL’s Kilby project, and revenue allocation among LB’s affiliated entities. Read the full article on Seeking Alpha
Actualización de narrativa • Jun 26
TPL: Rich Permian Royalty Profile Will Face Continued Repricing Risk
The analyst price target for Texas Pacific Land has been reset from $635 to $251, with analysts attributing the change to revised assumptions regarding fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News for Texas Pacific Land Texas Pacific Land remains one of the largest private landowners in the Permian Basin with about 868,000 acres and diversified revenue streams from oil and gas royalties, water services, and land leases, according to recent coverage from GuruFocus.Artículo de análisis • Jun 16
Texas Pacific Land (TPL) Stock Could Be 18.5% Undervalued After U.S. Iran Peace Deal
Sector shock from U.S. Iran peace deal The U.S. Iran peace agreement pushed oil prices lower, and Texas Pacific Land (TPL) dropped 2.1% as investors weighed the prospect of Iranian supply returning and putting pressure on U.S. shale-focused businesses. See our latest analysis for Texas Pacific Land. Beyond today’s reaction to the U.S. Iran peace deal, Texas Pacific Land’s recent trading has been weak, with the share price showing a 31.44% decline over 90 days but a 148.31% total shareholder...
Actualización de narrativa • Jun 11
TPL: Future Upside Will Rely On Elevated Oil And Robust Margins
Analysts have kept the price target for Texas Pacific Land broadly in line around $445, citing largely unchanged assumptions for discount rate, profit margin, revenue growth and future P/E as the key drivers behind the steady view. What's in the News Exxon senior vice president flagged the possibility of Brent crude moving to a range of $150 to $160 per barrel in the coming weeks, with Texas Pacific Land, as a pure Permian Basin royalty company, positioned to fully capture any commodity price upside without operating costs tied to drilling or production.Actualización de narrativa • May 28
TPL: Future Payouts Will Rely On Steady Production And Robust Margins
Analysts have slightly adjusted their price target for Texas Pacific Land from $445.50 to $445.00, reflecting updated assumptions around slower revenue growth, a higher future P/E of about 45x, and modestly stronger profit margins. What's in the News Texas Pacific Land reported unaudited consolidated production results for the three months ended March 31, 2026, covering oil, natural gas and NGL output (Key Developments).Actualización de narrativa • May 10
TPL: Higher Dividend Payout Will Support Attractive Future Share Returns
Analysts have maintained their $445.50 price target on Texas Pacific Land, citing updated assumptions that include stable fair value, a higher discount rate, adjusted revenue growth and profit margin estimates, and a lower future P/E expectation. What's in the News On February 10, 2026, Texas Pacific Land's Board of Directors declared a quarterly cash dividend of $0.60 per share, payable on March 16, 2026 to stockholders of record as of March 2, 2026 (company announcement).Actualización de narrativa • Apr 24
TPL: Steady Dividend Policy And Rich P/E Will Support Fair Share Price
Analysts kept their $445.50 price target for Texas Pacific Land unchanged. This reflects a view that the company’s fair value, discount rate, revenue growth, profit margin and future P/E assumptions remain consistent with prior expectations.Actualización de narrativa • Apr 09
TPL: Higher Dividend And Rich P/E Will Keep Shares Fairly Valued
Analysts have raised their price target for Texas Pacific Land by about $1 to $445.50, citing updated assumptions that include revenue growth of 20.45%, a profit margin of 60.67%, and a forward P/E of 43.82x. What's in the News The Board of Directors declared a quarterly cash dividend of $0.60 per share, payable on March 16, 2026, to stockholders of record as of March 2, 2026 (Key Developments).Actualización de narrativa • Mar 25
TPL: Overvaluation Will Persist Despite Higher Dividend And Rich Future P/E
Analysts kept their price target for Texas Pacific Land steady at $444.50. This reflects unchanged views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions that continue to underpin their valuation framework.Actualización de narrativa • Mar 10
TPL: Overvaluation Will Persist Despite Higher Dividend And Rich Future P/E
Analysts maintained their fair value estimate for Texas Pacific Land at $444.50, reflecting unchanged views on the discount rate, revenue growth, profit margins, and future P/E assumptions that support their price target rationale. What's in the News Texas Pacific Land's Board of Directors declared a quarterly cash dividend of $0.60 per share on February 10, 2026, with payment scheduled for March 16, 2026, to stockholders of record as of March 2, 2026 (Key Developments).Actualización de narrativa • Feb 24
TPL: Overvaluation Will Persist Despite Stock Split And Higher Future P/E
Analysts have lifted their price target on Texas Pacific Land from about $281 to roughly $445, reflecting updated views on fair value, revenue growth assumptions, profit margins and future P/E expectations. What's in the News On February 10, 2026, Texas Pacific Land's board declared a quarterly cash dividend of $0.60 per share, payable on March 16, 2026 to stockholders of record on March 2, 2026, which is described as a 12.5% increase from the prior quarter regular dividend (company filing).Actualización de narrativa • Feb 10
TPL: Overvaluation Will Persist Despite Stock Split And Higher Assumed Future P/E
Analysts have nudged their price target on Texas Pacific Land slightly higher to about US$281 per share, reflecting updated views on discount rates, long term revenue growth, profit margins and future P/E assumptions. What's in the News Texas Pacific Land plans a 3-for-1 stock split or significant stock dividend, scheduled for December 23, 2025 (Key Developments).Artículo de análisis • Feb 07
What Texas Pacific Land Corporation's (NYSE:TPL) 30% Share Price Gain Is Not Telling You
Texas Pacific Land Corporation ( NYSE:TPL ) shares have had a really impressive month, gaining 30% after a shaky period...Actualización de narrativa • Jan 26
TPL: Overvaluation Is Expected To Persist Despite Stock Split And Buybacks
Analysts have maintained their fair value estimate for Texas Pacific Land at about US$280.83 per share, making only minor adjustments to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions that support this unchanged target. What's in the News Texas Pacific Land Corporation plans a 3 for 1 stock split or significant stock dividend, scheduled for December 23, 2025 (Key Developments).Actualización de narrativa • Jan 11
TPL: Future Returns Will Be Pressured By Overvaluation Despite Rising Production
Analysts have reduced their price target for Texas Pacific Land from about US$842.50 to roughly US$280.83, citing updates to fair value estimates, discount rate assumptions, and a slightly higher future P/E. What's in the News Planned 3 for 1 stock split or significant stock dividend is scheduled for December 23, 2025, affecting Texas Pacific Land Corporation shares (company filing).Actualización de narrativa • Dec 17
TPL: Future Returns Will Reflect Higher Volumes And Stable Premium Multiples
Analysts have modestly lifted their price target for Texas Pacific Land to $842.50 from $842.50, reflecting steady expectations for strong revenue, resilient profit margins, and a sustained premium future P/E multiple. What's in the News Texas Pacific Land filed an amendment to its Certificate of Incorporation to implement a stock split and increase authorized common shares from 46,536,936 to 139,610,808, effective December 22, 2025, at 5:00 p.m. Eastern Time (company filing).Actualización de narrativa • Dec 03
TPL: Future Returns Will Reflect Higher Production And Moderating Profit Margins
Narrative Update Analysts have trimmed their price target for Texas Pacific Land from approximately $921.93 to $842.50, reflecting expectations for faster top line growth, but lower long term margins and a more conservative valuation multiple. What's in the News Texas Pacific Land completed a share repurchase tranche, buying back 9,000 shares, or 0.04 percent of outstanding stock, for 8.28 million dollars between July 1 and September 30, 2025.Artículo de análisis • Aug 13
Concerns Surrounding Texas Pacific Land's (NYSE:TPL) Performance
Texas Pacific Land Corporation's ( NYSE:TPL ) stock didn't jump after it announced some healthy earnings. We did some...Nueva narrativa • Jul 06
Permian Risks And Water Services Will Shape Future Prospects
Reliance on oil royalties and Permian Basin activity faces long-term risks from decarbonization, reserve declines, and regulatory challenges, threatening growth and margin stability.Seeking Alpha • Apr 01
Decoding Texas Pacific Land: Underfollowed S&P 500 Name With Hidden Optionality
Summary Texas Pacific Land combines its established, high-margin oil and gas royalty business with significant investment in a rapidly growing water segment. Major optionality lies in TPL's initiative to commercialize freeze-thaw desalination for produced water. TPL appears underfollowed and potentially misclassified, suggesting the market may underestimate the long-term value potential. Read the full article on Seeking AlphaSeeking Alpha • Feb 20
Texas Pacific Land: Good Results That Don't Justify The Premium
Summary Texas Pacific Land has increased revenues and net income by almost 12% in 2024, mainly driven by the 33% revenue growth in the water segment. The shift in the capital allocation has cost $105M in shareholder value creation so far. TPL is spending 93% of its cash flow on acquisitions, with a double-digit expected rate of return. Changes in the U.S. energy policy could increase production, but a decline in oil prices could limit growth. Despite the good financial performance, TPL is at its historically high valuation multiples, and I consider the stock to be overvalued. Read the full article on Seeking AlphaSeeking Alpha • Jan 27
Texas Pacific Land Needs Massive Growth To Justify Its Valuation
Summary Texas Pacific Land is overvalued with a $30 billion market cap and only $700 million in annual revenue, yielding a mere 1.5% FCF. Despite substantial land assets and no debt, the company needs to multiply its FCF by 5-6x to justify its valuation. The company's limited acreage and declining oil production hinder its ability to generate future shareholder returns. Without access to additional land or significant resource increases, TPL remains a poor long-term investment. Read the full article on Seeking AlphaSeeking Alpha • Jan 14
Texas Pacific Land Corporation: Buy And Hold Long-Term Position With High-Growth Potential
Summary The stock of Texas Pacific Land is experiencing aggressive upward momentum, delivering strong gains of +260% over the past two years. Its rally has seen minimal pullbacks, indicating a solid shareholder base. At current levels, the stock is trading 35% below its trend peak, presenting a re-entry opportunity. The Company demonstrates robust cash flow and a solid net income margin, with significant growth potential in the near future. Read the full article on Seeking AlphaSeeking Alpha • Dec 30
Texas Pacific Land Has High Growth Prospects That May Be Priced In
Summary Texas Pacific Land Corporation is expanding its water recycling business through acquisitions, positioning the segment for growth on multiple fronts. Future growth may come from digital infrastructure development, including data centers and Bitcoin mining, leveraging TPL's water and land assets in West Texas. TPL's strong financial position, with $534mm in cash and no debt, supports continued asset acquisitions. Read the full article on Seeking AlphaSeeking Alpha • Dec 09
Texas Pacific: 70% Down To Fair Value
Summary TPL's recent stock surge was driven by two major factors. Both will have more influence at this point. Valuation metrics suggest a 70% downside is conservative. Read the full article on Seeking AlphaSeeking Alpha • Nov 22
Texas Pacific Land: Robust Performance In Q3 - Still Bullish
Summary TPL's unique business model, focusing on land ownership and royalties, has driven its 63% stock surge and strong Q3 performance, making it a standout energy stock. The company's diversified revenue streams from oil and gas royalties, water sales, and surface leases, combined with its debt-free status, ensure robust growth potential. Despite the high valuation, investor confidence remains strong due to TPL's strategic acquisitions, consistent revenue growth, and potential for future oil price rebounds. While dependent on commodity prices, TPL's resilience and untapped revenue potential make it a compelling "BUY" for long-term growth-oriented investors. Read the full article on Seeking AlphaSeeking Alpha • Nov 07
My Best Investment Ever - Why I Remain Bullish On Texas Pacific Land
Summary Texas Pacific Land Corporation has become my largest investment due to its unique business model and significant long-term potential in the Permian Basin. TPL profits from oil, gas, and water rights without incurring exploration costs, making it a high-margin, debt-free company with impressive results. Despite a high P/E ratio of 67x, TPL's innovative contracts, sustainable water solutions, and strategic acquisitions justify continued bullishness. I recommend buying TPL on pullbacks, believing it's one of the best long-term investments, despite its modest dividend yield and high valuation. Read the full article on Seeking AlphaSeeking Alpha • Sep 25
Texas Pacific Land: One-Of-A-Kind Energy Stock
Summary Texas Pacific Land Corporation benefits from a diverse revenue stream, including royalties, water services, and land sales, making it a stable investment. Despite missing Q2 2024 EPS projections, TPL's strong operational margins and significant land holdings in the Permian Basin ensure its attractiveness. TPL's unique business model, focusing on land and water rights rather than drilling, offers lower risk and higher predictability compared to traditional energy firms. TPL's high valuation multiples reflect its efficient, capital-light strategy and consistent income growth, making it a reliable choice for investors seeking stability. Read the full article on Seeking AlphaSeeking Alpha • Sep 13
Texas Pacific Land: Unique Business Model With Good Prospects, But May Be Overvalued
Summary Texas Pacific Land has a unique business model, holding strategic lands and receiving royalties from various economic activities. Having a high level of earnings quality and solid financial position, TPL is an attractive stock to invest in. TPL regularly pays a dividend, and the current yield is 1.68%. Due to strong financials, the company's shares are trading 23% above their median price, making them overvalued for value investing. Read the full article on Seeking AlphaDesglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero Texas Pacific Land. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Mar 26 | 839 | 504 | 83 | 0 |
| 31 Dec 25 | 798 | 481 | 81 | 0 |
| 30 Sep 25 | 772 | 476 | 76 | 0 |
| 30 Jun 25 | 743 | 462 | 83 | 0 |
| 31 Mar 25 | 728 | 460 | 82 | 0 |
| 31 Dec 24 | 706 | 454 | 83 | 0 |
| 30 Sep 24 | 687 | 449 | 84 | 0 |
| 30 Jun 24 | 671 | 448 | 75 | 0 |
| 31 Mar 24 | 659 | 433 | 80 | 0 |
| 31 Dec 23 | 632 | 406 | 89 | 0 |
| 30 Sep 23 | 618 | 392 | 91 | 0 |
| 30 Jun 23 | 651 | 417 | 89 | 0 |
| 31 Mar 23 | 666 | 435 | 80 | 0 |
| 31 Dec 22 | 667 | 446 | 63 | 0 |
| 30 Sep 22 | 662 | 426 | 58 | 0 |
| 30 Jun 22 | 594 | 380 | 55 | 0 |
| 31 Mar 22 | 514 | 318 | 55 | 0 |
| 31 Dec 21 | 451 | 270 | 59 | 0 |
| 30 Sep 21 | 378 | 236 | 50 | 0 |
| 30 Jun 21 | 329 | 198 | 48 | 0 |
| 31 Mar 21 | 290 | 169 | 48 | 0 |
| 31 Dec 20 | 303 | 176 | 53 | 0 |
| 30 Sep 20 | 341 | 200 | 58 | 0 |
| 30 Jun 20 | 365 | 214 | 63 | 0 |
| 31 Mar 20 | 395 | 236 | 66 | 0 |
| 31 Dec 19 | 490 | 319 | 61 | 0 |
| 30 Sep 19 | 470 | 312 | 55 | 0 |
| 30 Jun 19 | 445 | 303 | 44 | 0 |
| 31 Mar 19 | 431 | 306 | 32 | 0 |
| 31 Dec 18 | 300 | 210 | 25 | 0 |
| 30 Sep 18 | 246 | 172 | 18 | 0 |
| 30 Jun 18 | 225 | 154 | 15 | 0 |
| 31 Mar 18 | 184 | 122 | 11 | 0 |
| 31 Dec 17 | 154 | 97 | 9 | 0 |
| 30 Sep 17 | 130 | 84 | 6 | 0 |
| 30 Jun 17 | 93 | 59 | 5 | 0 |
| 31 Mar 17 | 77 | 49 | 4 | 0 |
| 31 Dec 16 | 66 | 42 | 3 | 0 |
| 30 Sep 16 | 56 | 35 | 3 | 0 |
| 30 Jun 16 | 60 | 38 | 3 | 0 |
| 31 Mar 16 | 55 | 35 | 3 | 0 |
| 31 Dec 15 | 78 | 50 | 3 | 0 |
| 30 Sep 15 | 76 | 49 | 2 | 0 |
Ingresos de calidad: TPL tiene un alto nivel de ganancias no monetarias.
Margen de beneficios creciente: Los actuales márgenes de beneficio(60%) de TPL son inferiores a los del año pasado (63.2%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: Los beneficios de TPL han crecido un 13.8% al año en los últimos 5 años.
Acelerando crecimiento: El crecimiento de los beneficios de TPL en el último año (9.4%) está por debajo de su media de 5 años (13.8% al año).
Beneficios vs. Industria: El crecimiento de los beneficios de TPL en el último año (9.4%) superó al de la industria Oil and Gas 7.9%.
Rentabilidad financiera
Alta ROE: La rentabilidad financiera (32.4%) de TPL se considera alta.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/28 21:55 |
| Precio de las acciones al final del día | 2026/07/28 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Texas Pacific Land Corporation está cubierta por 3 analistas. 1 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Hamed Khorsand | BWS Financial Inc. |
| Timothy Rezvan | KeyBanc Capital Markets Inc. |
| Michael Scialla | Stifel, Equities Research |