Texas Pacific Land（9WY）株式概要テキサス・パシフィック・ランド・コーポレーションは、土地・資源管理、水サービス・運営事業に従事している。 詳細9WY ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長2/6過去の実績3/6財務の健全性6/6配当金0/6報酬当社が推定した公正価値より48.7%で取引されている 収益は年間13.76%増加すると予測されています 過去5年間の収益は年間12%増加しました。 リスク分析高いレベルの非現金収入 すべてのリスクチェックを見る9WY Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW481,164 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA481,164 investors already sharing narrativesYour Fair Value€Current Price€310.6029.4% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02b2016201920222025202620282031Revenue US$1.6bEarnings US$990.8mAdvancedSet Fair ValueView all narrativesTexas Pacific Land Corporation 競合他社Deutsche RohstoffSymbol: XTRA:DR0Market cap: €449.8mExpand EnergySymbol: NasdaqGS:EXEMarket cap: US$21.8bEQTSymbol: NYSE:EQTMarket cap: US$33.2bInpexSymbol: TSE:1605Market cap: JP¥4.5t価格と性能株価の高値、安値、推移の概要Texas Pacific Land過去の株価現在の株価US$310.6052週高値US$463.4052週安値US$231.33ベータ0.631ヶ月の変化-14.20%3ヶ月変化-7.45%1年変化21.64%3年間の変化63.86%5年間の変化140.98%IPOからの変化1,852.33%最新ニュースDeclared Dividend • Aug 10Second quarter dividend of US$0.60 announcedShareholders will receive a dividend of US$0.60. Ex-date: 1st September 2026 Payment date: 15th September 2026 Dividend yield will be 0.7%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 29%. Cash payout ratio: 218%.Reported Earnings • Aug 06Second quarter 2026 earnings released: EPS: US$2.23 (vs US$1.68 in 2Q 2025)Second quarter 2026 results: EPS: US$2.23 (up from US$1.68 in 2Q 2025). Revenue: US$246.1m (up 31% from 2Q 2025). Net income: US$153.9m (up 33% from 2Q 2025). Profit margin: 63% (in line with 2Q 2025). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 16Texas Pacific Land Corporation to Report Q2, 2026 Results on Aug 05, 2026Texas Pacific Land Corporation announced that they will report Q2, 2026 results After-Market on Aug 05, 2026Buy Or Sell Opportunity • Jul 13Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at €355. The fair value is estimated to be €291, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 6.6%. Revenue is forecast to grow by 23% in a year. Earnings are forecast to grow by 25% in the next year.Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €368, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 7x in the Oil and Gas industry in Europe. Total returns to shareholders of 178% over the past three years.Buy Or Sell Opportunity • Jun 25Now 20% overvaluedOver the last 90 days, the stock has fallen 26% to €331. The fair value is estimated to be €276, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 6.6%. Revenue is forecast to grow by 23% in a year. Earnings are forecast to grow by 25% in the next year.最新情報をもっと見るRecent updatesDeclared Dividend • Aug 10Second quarter dividend of US$0.60 announcedShareholders will receive a dividend of US$0.60. Ex-date: 1st September 2026 Payment date: 15th September 2026 Dividend yield will be 0.7%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 29%. Cash payout ratio: 218%.Reported Earnings • Aug 06Second quarter 2026 earnings released: EPS: US$2.23 (vs US$1.68 in 2Q 2025)Second quarter 2026 results: EPS: US$2.23 (up from US$1.68 in 2Q 2025). Revenue: US$246.1m (up 31% from 2Q 2025). Net income: US$153.9m (up 33% from 2Q 2025). Profit margin: 63% (in line with 2Q 2025). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 16Texas Pacific Land Corporation to Report Q2, 2026 Results on Aug 05, 2026Texas Pacific Land Corporation announced that they will report Q2, 2026 results After-Market on Aug 05, 2026Buy Or Sell Opportunity • Jul 13Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at €355. The fair value is estimated to be €291, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 6.6%. Revenue is forecast to grow by 23% in a year. Earnings are forecast to grow by 25% in the next year.Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €368, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 7x in the Oil and Gas industry in Europe. Total returns to shareholders of 178% over the past three years.Buy Or Sell Opportunity • Jun 25Now 20% overvaluedOver the last 90 days, the stock has fallen 26% to €331. The fair value is estimated to be €276, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 6.6%. Revenue is forecast to grow by 23% in a year. Earnings are forecast to grow by 25% in the next year.Buy Or Sell Opportunity • Jun 04Now 25% overvaluedOver the last 90 days, the stock has fallen 23% to €348. The fair value is estimated to be €279, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 6.6%. Revenue is forecast to grow by 23% in a year. Earnings are forecast to grow by 25% in the next year.Declared Dividend • May 20First quarter dividend of US$0.60 announcedShareholders will receive a dividend of US$0.60. Ex-date: 1st June 2026 Payment date: 15th June 2026 Dividend yield will be 0.6%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 30%. Cash payout ratio: 389%.お知らせ • Apr 16Texas Pacific Land Corporation to Report Q1, 2026 Results on May 06, 2026Texas Pacific Land Corporation announced that they will report Q1, 2026 results After-Market on May 06, 2026お知らせ • Apr 10Texas Pacific Land Corporation Announces Demise of Murray Stahl, Member of BoardTexas Pacific Land Corporation announced that Murray Stahl, a member of TPL’s Board, has passed away. Mr. Stahl was the Chief Executive Officer, Chairman of the Board and Chief Investment Strategist of Horizon Kinetics Holding Corporation, which, through various owned subsidiaries, is TPL’s largest shareholder.お知らせ • Feb 19Texas Pacific Land Corporation Declares Quarterly Cash Dividend, Payable on March 16, 2026On February 10, 2026, the Board of Directors of Texas Pacific Land Corporation declared a quarterly cash dividend of $0.60 per share, payable on March 16, 2026 to stockholders of record at the close of business on March 2, 2026. This represents a 12.5% increase from the prior quarter regular dividend.お知らせ • Jan 22Texas Pacific Land Corporation to Report Q4, 2025 Results on Feb 18, 2026Texas Pacific Land Corporation announced that they will report Q4, 2025 results After-Market on Feb 18, 2026お知らせ • Nov 06Texas Pacific Land Corporation Declares Quarterly Cash Dividend, Payable on December 15, 2025On November 3, 2025, the Texas Pacific Land Corporation declared a quarterly cash dividend of $1.60 per share, payable on December 15, 2025 to stockholders of record at the close of business on December 1, 2025.お知らせ • Oct 10Texas Pacific Land Corporation to Report Q3, 2025 Results on Nov 05, 2025Texas Pacific Land Corporation announced that they will report Q3, 2025 results After-Market on Nov 05, 2025お知らせ • Aug 30Texas Pacific Land Corporation Announces Non Re-Election of Eric L. Oliver as a Member of the Board of DirectorsOn August 26, 2025, Texas Pacific Land Corporation announced that Eric L. Oliver, a member of the Board of Directors notified his decision to not stand for re-election to the Board at the Company’s 2025 annual meeting of stockholders. Mr. Oliver will continue to serve as a director until the Annual Meeting.お知らせ • Aug 07+ 1 more updateTexas Pacific Land Corporation, Annual General Meeting, Nov 06, 2025Texas Pacific Land Corporation, Annual General Meeting, Nov 06, 2025. Location: omni dallas hotel located, 555 south lamar street dallas, texas 75202, United Statesお知らせ • Jul 11Texas Pacific Land Corporation to Report Q2, 2025 Results on Aug 06, 2025Texas Pacific Land Corporation announced that they will report Q2, 2025 results After-Market on Aug 06, 2025お知らせ • Jun 30+ 1 more updateTexas Pacific Land Corporation(NYSE:TPL) dropped from Russell 2500 Growth IndexTexas Pacific Land Corporation(NYSE:TPL) dropped from Russell 2500 Growth Indexお知らせ • May 08Texas Pacific Land Corporation Declares Quarterly Cash Dividend, Payable on June 16, 2025On May 6, 2025, Texas Pacific Land Corporation’s Board of Directors declared a quarterly cash dividend of $1.60 per share, payable on June 16, 2025 to stockholders of record at the close of business on June 2, 2025.お知らせ • Apr 16Texas Pacific Land Corporation to Report Q1, 2025 Results on May 07, 2025Texas Pacific Land Corporation announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on May 07, 2025お知らせ • Feb 21Texas Pacific Land Corporation Declares Quarterly Cash Dividend, Payable on March 17, 2025On February 18, 2025,Texas Pacific Land Corporation's Board of Directors declared a quarterly cash dividend of $1.60 per share, payable on March 17, 2025 to stockholders of record at the close of business on March 3, 2025.お知らせ • Feb 05Texas Pacific Land Corporation to Report Q4, 2024 Results on Feb 19, 2025Texas Pacific Land Corporation announced that they will report Q4, 2024 results After-Market on Feb 19, 2025Declared Dividend • Nov 11Dividend of US$1.60 announcedShareholders will receive a dividend of US$1.60. Ex-date: 2nd December 2024 Payment date: 16th December 2024 Dividend yield will be 1.3%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 24%. Cash payout ratio: 32%.Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: US$4.64 (vs US$4.59 in 3Q 2023)Third quarter 2024 results: EPS: US$4.64 (up from US$4.59 in 3Q 2023). Revenue: US$173.6m (up 9.9% from 3Q 2023). Net income: US$106.6m (up 1.0% from 3Q 2023). Profit margin: 61% (down from 67% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €1,218, the stock trades at a trailing P/E ratio of 68.2x. Average trailing P/E is 37x in the Oil and Gas industry in Germany. Total returns to shareholders of 214% over the past three years.お知らせ • Oct 10Texas Pacific Land Corporation to Report Q3, 2024 Results on Nov 06, 2024Texas Pacific Land Corporation announced that they will report Q3, 2024 results at 4:00 PM, US Eastern Standard Time on Nov 06, 2024Valuation Update With 7 Day Price Move • Sep 23Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €860, the stock trades at a trailing P/E ratio of 48.9x. Average forward P/E is 5x in the Oil and Gas industry in Germany. Total returns to shareholders of 144% over the past three years.お知らせ • Sep 18Texas Pacific Land Corporation, Annual General Meeting, Nov 08, 2024Texas Pacific Land Corporation, Annual General Meeting, Nov 08, 2024. Location: omni dallas hotel, 555 south lamar street, texas 75202., dallas United Statesお知らせ • Aug 28Texas Pacific Land Corporation (NYSE:TPL) acquired Surface Asset of approximately 4,120 acres in Martin County, Texas for $45 million.Texas Pacific Land Corporation (NYSE:TPL) acquired Surface Asset of approximately 4,120 acres in Martin County, Texas for $45 million on August 27, 2024. In a related transaction, Texas Pacific Land Corporation acquired mineral interests across approximately 4,106 net royalty acres located in Culberson County, Texas for $124 million. Texas Pacific Land Corporation (NYSE:TPL) completed the acquisition of Surface Asset of approximately 4,120 acres in Martin County, Texas on August 27, 2024.Upcoming Dividend • Aug 27Upcoming dividend of US$1.17 per shareEligible shareholders must have bought the stock before 03 September 2024. Payment date: 17 September 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.5%).Declared Dividend • Aug 11Dividend of US$1.17 announcedShareholders will receive a dividend of US$1.17. Ex-date: 3rd September 2024 Payment date: 17th September 2024 Dividend yield will be 2.4%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 23%. Cash payout ratio: 25%.Reported Earnings • Aug 08Second quarter 2024 earnings released: EPS: US$4.99 (vs US$4.35 in 2Q 2023)Second quarter 2024 results: EPS: US$4.99 (up from US$4.35 in 2Q 2023). Revenue: US$172.3m (up 7.3% from 2Q 2023). Net income: US$114.6m (up 14% from 2Q 2023). Profit margin: 67% (up from 63% in 2Q 2023). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 19% per year.お知らせ • Aug 08Texas Pacific Land Corporation Declares Quarterly Cash Dividend, Payable on September 17, 2024On August 6, 2024, Texas Pacific Land Corporation declared a quarterly cash dividend of $1.17 per share, payable on September 17, 2024 to stockholders of record at the close of business on September 3, 2024.お知らせ • Jul 24Texas Pacific Land Corporation to Report Q2, 2024 Results on Aug 07, 2024Texas Pacific Land Corporation announced that they will report Q2, 2024 results After-Market on Aug 07, 2024Buy Or Sell Opportunity • Jul 01Now 11% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to €674. The fair value is estimated to be €608, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 14% in a year. Earnings are forecast to grow by 17% in the next year.Upcoming Dividend • Jun 24Upcoming dividend of US$10.00 per shareEligible shareholders must have bought the stock before 01 July 2024. Payment date: 15 July 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.6%).Buy Or Sell Opportunity • Jun 19Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to €709. The fair value is estimated to be €590, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 14% in a year. Earnings are forecast to grow by 17% in the next year.お知らせ • Jun 15Texas Pacific Land Corporation Announces Special Dividend, Payable on July 15, 2024Texas Pacific Land Corporation announced that the Company’s Board of Directors approved a $10.00 per share special dividend. The special dividend will be payable on July 15, 2024 to stockholders of record at the close of business on July 1, 2024.Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 27%After last week's 27% share price gain to €667, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 68% over the past three years.Buy Or Sell Opportunity • Jun 12Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to €667. The fair value is estimated to be €554, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 14% in a year. Earnings are forecast to grow by 17% in the next year.Upcoming Dividend • May 27Upcoming dividend of US$1.17 per shareEligible shareholders must have bought the stock before 03 June 2024. Payment date: 17 June 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.1%).Declared Dividend • May 13First quarter dividend of US$1.17 announcedShareholders will receive a dividend of US$1.17. Ex-date: 3rd June 2024 Payment date: 17th June 2024 Dividend yield will be 1.8%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 50% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 15% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 09First quarter 2024 earnings released: EPS: US$4.97 (vs US$3.75 in 1Q 2023)First quarter 2024 results: EPS: US$4.97 (up from US$3.75 in 1Q 2023). Revenue: US$174.1m (up 19% from 1Q 2023). Net income: US$114.4m (up 32% from 1Q 2023). Profit margin: 66% (up from 59% in 1Q 2023). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • May 09+ 1 more updateTexas Pacific Land Corporation Announces Formation of CommitteeOn May 6, 2024, the Board of Texas Pacific Land Corporation formalized the Strategic Acquisitions Committee as a standing committee of the Board and has appointed the following Board members to serve on the committee: Karl F. Kurz (Chair), Murray Stahl, Robert Roosa and Barbara J. Duganier.お知らせ • Apr 20Texas Pacific Land Corporation to Report Q1, 2024 Results on May 08, 2024Texas Pacific Land Corporation announced that they will report Q1, 2024 results After-Market on May 08, 2024New Risk • Mar 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 55% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.New Risk • Mar 27New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.5% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Mar 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €1,574, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1,615 per share.Declared Dividend • Feb 26Fourth quarter dividend of US$3.50 announcedShareholders will receive a dividend of US$3.50. Ex-date: 29th February 2024 Payment date: 15th March 2024 Dividend yield will be 0.9%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 50% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 22Texas Pacific Land Corporation Declares Quarterly Cash Dividend, Payable on March 15, 2024Texas Pacific Land Corporation declared a quarterly cash dividend of $3.50 per share, payable on March 15, 2024 to stockholders of record at the close of business on March 1, 2024.Reported Earnings • Feb 22Full year 2023 earnings released: EPS: US$52.81 (vs US$57.80 in FY 2022)Full year 2023 results: EPS: US$52.81 (down from US$57.80 in FY 2022). Revenue: US$631.6m (down 5.4% from FY 2022). Net income: US$405.6m (down 9.1% from FY 2022). Profit margin: 64% (down from 67% in FY 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Feb 15Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to €1,344. The fair value is estimated to be €1,685, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 28% in the next 2 years.お知らせ • Jan 26Texas Pacific Land Corporation to Report Q4, 2023 Results on Feb 21, 2024Texas Pacific Land Corporation announced that they will report Q4, 2023 results After-Market on Feb 21, 2024お知らせ • Jan 23Bulldog Investors Submits a Proposal to Texas Pacific Land CorporationOn January 22, 2024, Bulldog Investors, LLP announced that it has submitted a proposal urging the Board to seek stockholder approval of any transaction in which the consideration includes shares of the Company's stock, including any tender offer, exchange offer, share exchange, merger, consolidation, acquisition, business combination, sale, recapitalization, or restructuring if the Board has reason to believe that stockholders might not vote to approve such transaction.Buy Or Sell Opportunity • Jan 23Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to €1,348. The fair value is estimated to be €1,688, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.Buying Opportunity • Jan 18Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 28%. The fair value is estimated to be €1,704, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 29% in 2 years. Earnings is forecast to grow by 36% in the next 2 years.お知らせ • Dec 05Delaware Court of Chancery Rules in Favor of Texas Pacific Land Corporation on Litigation Related to Stockholders’ AgreementTexas Pacific Land Corporation announced that the Delaware Court of Chancery (the “Court”) has ruled in favor of TPL in the litigation between the Company and Horizon Kinetics LLC, Horizon Kinetics Asset Management LLC, SoftVest Advisors, LLC and SoftVest, L.P. (collectively, the “Investor Group”), in Texas Pacific Land Corp. v. Horizon Kinetics LLC, (C.A. No. 2022-1066-JTL) (Del. Ch.). On December 1, 2023, the Court ruled that the Investor Group should have voted with the Board’s recommendation on Proposal 4, the Company’s proposal to increase the number of authorized shares of common stock (the “Share Authorization Proposal”) at the 2022 Annual Meeting, under the terms of the June 2020 Stockholders’ Agreement with the Company (the “Stockholders’ Agreement”). The Court has deemed the Investor Group’s shares to have been voted in favor of the Share Authorization Proposal, which has been deemed approved by stockholders. As previously disclosed, once a final order is entered and an amended charter is filed, the Company intends to use a portion of the newly authorized shares to affect a stock split of the Company’s common stock in the form of a stock dividend, and the Court has conditioned the Share Authorization Proposal on such a stock split. In addition, the Share Authorization Proposal increases the number of authorized, unissued shares of common stock. Sidley Austin LLP and Abrams & Bayliss LLP represented TPL in the litigation.Buying Opportunity • Nov 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be €1,862, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 47% in 2 years. Earnings is forecast to grow by 56% in the next 2 years.Upcoming Dividend • Nov 23Upcoming dividend of US$3.25 per share at 0.8% yieldEligible shareholders must have bought the stock before 30 November 2023. Payment date: 15 December 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (2.8%).Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: US$13.76 (vs US$16.83 in 3Q 2022)Third quarter 2023 results: EPS: US$13.76 (down from US$16.83 in 3Q 2022). Revenue: US$158.0m (down 17% from 3Q 2022). Net income: US$105.6m (down 19% from 3Q 2022). Profit margin: 67% (down from 68% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 02Texas Pacific Land Corporation Declares Quarterly Cash Dividend, Payable on December 15, 2023On October 31, 2023, the Texas Pacific Land Corporation declared a quarterly cash dividend of $3.25 per share, payable on December 15, 2023 to stockholders of record at the close of business on December 1, 2023.お知らせ • Oct 12Texas Pacific Land Corporation to Report Q3, 2023 Results on Nov 01, 2023Texas Pacific Land Corporation announced that they will report Q3, 2023 results After-Market on Nov 01, 2023お知らせ • Oct 11Texas Pacific Land Corporation, Annual General Meeting, Nov 10, 2023Texas Pacific Land Corporation, Annual General Meeting, Nov 10, 2023, at 11:00 Central Standard Time. Location: Renaissance Dallas Hotel, 2222 North Stemmons Freeway Dallas, Texas 75207 Dallas Texas United States Agenda: To consider and elect three members of the Company’s Board of Directors to serve until the 2024 annual meeting of stockholders; to consider and approve, by non-binding advisory vote, the executive compensation paid to named executive officers; to consider and ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2023; to consider a non-binding stockholder proposal regarding stockholders’ ability to call for a special stockholder meeting; to consider a non-binding stockholder proposal regarding adopting a policy that requires an independent Chair of the Company’s Board of Directors; to consider a non-binding stockholder proposal regarding adopting a policy requiring executives to retain a significant portion of stock until retirement; to consider a non-binding stockholder proposal regarding stockholders’ ability to act by written consent; and to consider other matter.Upcoming Dividend • Aug 24Upcoming dividend of US$3.25 per share at 0.7% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.4%).Valuation Update With 7 Day Price Move • Aug 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €1,568, the stock trades at a trailing P/E ratio of 32.5x. Average forward P/E is 5x in the Oil and Gas industry in Germany. Total returns to shareholders of 233% over the past three years.Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: US$13.06 (vs US$15.37 in 2Q 2022)Second quarter 2023 results: EPS: US$13.06 (down from US$15.37 in 2Q 2022). Revenue: US$160.6m (down 8.9% from 2Q 2022). Net income: US$100.4m (down 16% from 2Q 2022). Profit margin: 63% (down from 67% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 39% per year.お知らせ • Aug 03Texas Pacific Land Corporation Declares Quarterly Cash Dividend, Payable on September 15, 2023On August 1, 2023, the Board of Texas Pacific Land Corporation declared a quarterly cash dividend of $3.25 per share, payable on September 15, 2023 to stockholders of record at the close of business on September 1, 2023.お知らせ • Aug 02Texas Pacific Land Corporation Announces Board ChangesTexas Pacific Land Corporation announced that current directors and co-chairs of the Board, David E. Barry and John R. Norris III, have announced their intention to retire at the 2023 Annual Meeting and will not stand for reelection. The Board intends to announce new Board leadership following the 2023 Annual Meeting.お知らせ • Jul 12Texas Pacific Land Corporation to Report Q2, 2023 Results on Aug 02, 2023Texas Pacific Land Corporation announced that they will report Q2, 2023 results After-Market on Aug 02, 2023Upcoming Dividend • May 31Upcoming dividend of US$3.25 per share at 1.0% yieldEligible shareholders must have bought the stock before 07 June 2023. Payment date: 15 June 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.6%).お知らせ • May 16Lion Long Term Partners Issues Open Letter to Stockholders of Texas Pacific Land and Proxy AdvisorsOn May 15, 2023, Lion Long Term Partners LP, issues an open letter to stockholders of Texas Pacific Land Corporation and proxy advisors. Lion Long stated that Glass Lewis announced that it has changed its recommendation with respect to Proposal 4 to “Against” and Lion Long urges the other Proxy Advisors to review their case files and Glass Lewis’ detailed explanation of its change in position and follow Glass Lewis in recommending an Against vote on Proposal 4, and it urges the stockholders of the Company who have voted For Proposal 4 to reconsider their position.Reported Earnings • May 06First quarter 2023 earnings released: EPS: US$11.25 (vs US$12.65 in 1Q 2022)First quarter 2023 results: EPS: US$11.25 (down from US$12.65 in 1Q 2022). Revenue: US$146.4m (flat on 1Q 2022). Net income: US$86.6m (down 12% from 1Q 2022). Profit margin: 59% (down from 66% in 1Q 2022). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 05Texas Pacific Land Corporation Declares Quarterly Cash Dividend, Payable on June 15, 2023On May 2, 2023, the Board of Texas Pacific Land Corporation declared a quarterly cash dividend of $3.25 per share, payable on June 15, 2023 to stockholders of record at the close of business on June 8, 2023.Upcoming Dividend • Feb 28Upcoming dividend of US$3.25 per share at 0.7% yieldEligible shareholders must have bought the stock before 07 March 2023. Payment date: 15 March 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (1.4%).Reported Earnings • Feb 24Full year 2022 earnings released: EPS: US$57.80 (vs US$34.83 in FY 2021)Full year 2022 results: EPS: US$57.80 (up from US$34.83 in FY 2021). Revenue: US$667.4m (up 48% from FY 2021). Net income: US$446.4m (up 65% from FY 2021). Profit margin: 67% (up from 60% in FY 2021). The increase in margin was driven by higher revenue. Oil sales price Average sales price/bbl (hedged): US$94.69 Gas sales price Average sales price/mcf (hedged): US$6.19 LNG sales price Average sales price/bbl (hedged): US$34.25 Combined production Oil equivalent production: 7.791 MMboe (6.795 MMboe in FY 2021) Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 14Texas Pacific Land Corporation Declares Quarterly Cash Dividend, Payable on March 15, 2023Texas Pacific Land Corporation announced that on February 10, 2023, the Board of Directors declared a quarterly cash dividend of $3.25 per share, payable on March 15, 2023 to stockholders of record at the close of business on March 8, 2023.お知らせ • Jan 26Texas Pacific Land Corporation to Report Q4, 2022 Results on Feb 22, 2023Texas Pacific Land Corporation announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 22, 2023Upcoming Dividend • Nov 30Upcoming dividend of US$3.00 per shareEligible shareholders must have bought the stock before 07 December 2022. Payment date: 15 December 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (1.0%).お知らせ • Nov 22Texas Pacific Land Corporation, Annual General Meeting, Feb 14, 2023Texas Pacific Land Corporation, Annual General Meeting, Feb 14, 2023, at 10:30 Central Standard Time. Location: Company’s offices located at 1700 Pacific Avenue, Suite Dallas Texas United States Agenda: To consider Share Authorization Proposal.Board Change • Nov 16High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 1 experienced director. 1 highly experienced director. Independent Co-Chairman of the Trustees John Norris is the most experienced director on the board, commencing their role in 2000. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Nov 15+ 1 more updateGabi Gliksberg Issues an Open Letter to Shareholders of Texas Pacific Land CorporationOn November 14, 2022, Gabi Gliksberg announced that he has sent an open letter to shareholders of Texas Pacific Land Corporation, highlighting his views to the shareholders of Company and outlines why he plans to vote against the proposal to approve an amendment to the Company’s Certificate of Incorporation increasing the authorized shares of common stock from 7,756,156 shares to 46,536,936 shares, and vote for all stock proposals at the annual meeting of shareholders scheduled to be held on November 16, 2022.お知らせ • Nov 11Lion Long Term Partners Issues a Statement in Response to Texas Pacific Land CorporationOn November 10, 2022, Lion Long Term Partners LP issues a statement in response to Texas Pacific Land Corporation stockholder letter from Board. In the statement, Lion Long Term Partners stated that on November 8, J.R. Norris III and D. E. Barry, the Co-Chairmen of the Company’s Board, and T. Glover, the President and CEO of the Company, wrote to stockholders to encourage them to vote for a proposal to approve an amendment to the Company’s Certificate of Incorporation increasing the authorized shares of common stock from 7,756,156 shares to 46,536,936 shares. Lion Long Term Partners urged the fellow stockholders to vote against the proposal.お知らせ • Nov 10Lion Long Files and Exempt Solicitation and Urged to Vote Against for Texas Pacific’s ProposalOn November 9, 2022, Lion Long Term Partners LP announced that it has filed an exempt solicitation statement and urged the shareholders to vote against Proposal 4: a proposal to approve an amendment to Texas Pacific Land Corporation's Certificate of Incorporation increasing the authorized shares of common stock from 7,756,156 shares to 46,536,936 shares.Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improved over the past weekAfter last week's 18% share price gain to €2,777, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 412% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2,027 per share.Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improved over the past weekAfter last week's 18% share price gain to €2,777, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 412% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2,027 per share.お知らせ • Nov 08Lion Long Term Partners LP Issues Statement in Response to Texas Pacific Land Corporation Board CommentsOn November 7, 2022, Lion Long Term Partners LP announced that it has issued a statement in response to Texas Pacific Land Corporation board comments. Lion Long stated that the Board of Directors of the Company has a fiduciary responsibility to stockholders to safe-guard a truly unique asset. For over 125 years the Company has single-mindedly followed a simple business model that has created tremendous, index-beating returns for its owners. Now just 23 months after converting to a Delaware C corp. the Board and management would have the Company’s stockholders indirectly agree to a dramatic change in the Company’s business plan, without informed stockholder input, claiming it to be a “routine” decision. In addition, Lion Long urged the shareholders to vote against a proposal#4: to approve an amendment to the Company's Certificate of Incorporation increasing the authorized shares of common stock from 7,756,156 shares to 46,536,936 shares.お知らせ • Nov 05Texas Pacific Land Corporation (NYSE:TPL) announces an Equity Buyback for $250 million worth of its shares.Texas Pacific Land Corporation (NYSE:TPL) announces a share repurchase program. Under the program, the company will repurchase up to $250 million worth of its outstanding common stock. The company intends to purchase stock under the repurchase program opportunistically with funds generated by cash from operations.Reported Earnings • Nov 04Third quarter 2022 earnings released: EPS: US$16.83 (vs US$10.82 in 3Q 2021)Third quarter 2022 results: EPS: US$16.83 (up from US$10.82 in 3Q 2021). Revenue: US$191.1m (up 55% from 3Q 2021). Net income: US$129.8m (up 55% from 3Q 2021). Profit margin: 68% (in line with 3Q 2021). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 4.4% decline forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 03Texas Pacific Land Corporation Declares Quarterly Cash Dividend, Payable on December 15, 2022Texas Pacific Land Corporation announced on November 1, 2022, the Board declared a quarterly cash dividend of $3.00 per share, payable on December 15, 2022 to stockholders of record at the close of business on December 8, 2022.お知らせ • Oct 27Lion Long Term Urges Shareholders to Vote Against Pacific and Land’s Proposal 4 at Upcoming Annual MeetingOn October 26, 2022, Lion Long Term Partners LP, announced that it urged the shareholders of Texas - Pacific and Land Corporation to vote against the proposal #4 asking the shareholders to approve an amendment to the Company’s Certificate of Incorporation increasing the authorized shares of common stock from 7,756,156 shares to 46,536,936 shares. Lion Long stated that Item 4 is not routine business, and its adoption would allow the Board and current management to dramatically change TPLs business strategy, in effect for over 100 years of collecting royalty rights, selling land assets, and using the proceeds to repurchase outstanding shares, thus enhancing stockholder value.お知らせ • Oct 19Texas Pacific Land Corporation to Report Q3, 2022 Results on Nov 02, 2022Texas Pacific Land Corporation announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 02, 2022Upcoming Dividend • Aug 31Upcoming dividend of US$3.00 per shareEligible shareholders must have bought the stock before 07 September 2022. Payment date: 15 September 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (1.1%).Buying Opportunity • Aug 13Now 26% undervaluedOver the last 90 days, the stock is up 29%. The fair value is estimated to be €2,151, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.2% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 40% in 2 years. Earnings is forecast to grow by 53% in the next 2 years.お知らせ • Aug 05Texas Pacific Land Corporation Declares Quarterly Cash Dividend, Payable on September 15, 2022Texas Pacific Land Corporation announced on August 2, 2022, the Board declared a quarterly cash dividend of $3.00 per share, payable on September 15, 2022 to stockholders of record at the close of business on September 8, 2022.株主還元9WYDE Oil and GasDE 市場7D2.8%-0.2%-0.005%1Y21.6%30.1%3.3%株主還元を見る業界別リターン: 9WY過去 1 年間で30.1 % の収益を上げたGerman Oil and Gas業界を下回りました。リターン対市場: 9WY過去 1 年間で3.3 % の収益を上げたGerman市場を上回りました。価格変動Is 9WY's price volatile compared to industry and market?9WY volatility9WY Average Weekly Movement7.1%Oil and Gas Industry Average Movement7.4%Market Average Movement5.2%10% most volatile stocks in DE Market12.9%10% least volatile stocks in DE Market2.7%安定した株価: 9WY 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 9WYの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1888114Tyler Gloverwww.texaspacific.comテキサス・パシフィック・ランド・コーポレーションは土地・資源管理事業と水事業を行っている。土地・資源管理部門はパーミアン・ベースンにおける地表の土地と石油・ガスのロイヤリティ権益を管理している。また、石油、ガス、関連炭化水素の輸送、送電線、ユーティリティ、地下坑井の地役権などの地役権も扱っている。また、処理・貯蔵・圧搾施設や道路用の土地の賃貸、カリッシュや砂などの資材の販売、土地の販売も行っている。水サービス・事業部門は、パーミアン・ベースンのオペレーターに対し、水調達、随伴水処理、インフラ整備、廃棄処理などのフルサービスを提供している。同セグメントは、随伴水使用料も保有している。同社は、パーミアン・ベースンに位置する約85,000エーカーの土地に128分の1の非参加型石油・ガス永久ロイヤルティ権益（NPRI）、約371,000エーカーの土地に16分の1のNPRI、さらに約16,000エーカーの純ロイヤルティ権益（合計約207,000NRA）を保有している。テキサス・パシフィック・ランド・コーポレーションは1888年に設立され、テキサス州ダラスに本社を置いている。もっと見るTexas Pacific Land Corporation 基礎のまとめTexas Pacific Land の収益と売上を時価総額と比較するとどうか。9WY 基礎統計学時価総額€21.50b収益（TTM）€467.68m売上高(TTM)€775.30m46.5xPER（株価収益率28.1xP/Sレシオ9WY は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計9WY 損益計算書（TTM）収益US$897.54m売上原価US$59.81m売上総利益US$837.73mその他の費用US$296.32m収益US$541.42m直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）7.85グロス・マージン93.34%純利益率60.32%有利子負債／自己資本比率0%9WY の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.7%現在の配当利回り29%配当性向9WY 配当は確実ですか？9WY 配当履歴とベンチマークを見る9WY 、いつまでに購入すれば配当金を受け取れますか？Texas Pacific Land 配当日配当落ち日Sep 01 2026配当支払日Sep 15 2026配当落ちまでの日数13 days配当支払日までの日数27 days9WY 配当は確実ですか？9WY 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/18 23:40終値2026/08/18 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Texas Pacific Land Corporation 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Hamed KhorsandBWS Financial Inc.Timothy RezvanKeyBanc Capital Markets Inc.Michael SciallaStifel, Equities Research
Declared Dividend • Aug 10Second quarter dividend of US$0.60 announcedShareholders will receive a dividend of US$0.60. Ex-date: 1st September 2026 Payment date: 15th September 2026 Dividend yield will be 0.7%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 29%. Cash payout ratio: 218%.
Reported Earnings • Aug 06Second quarter 2026 earnings released: EPS: US$2.23 (vs US$1.68 in 2Q 2025)Second quarter 2026 results: EPS: US$2.23 (up from US$1.68 in 2Q 2025). Revenue: US$246.1m (up 31% from 2Q 2025). Net income: US$153.9m (up 33% from 2Q 2025). Profit margin: 63% (in line with 2Q 2025). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 16Texas Pacific Land Corporation to Report Q2, 2026 Results on Aug 05, 2026Texas Pacific Land Corporation announced that they will report Q2, 2026 results After-Market on Aug 05, 2026
Buy Or Sell Opportunity • Jul 13Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at €355. The fair value is estimated to be €291, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 6.6%. Revenue is forecast to grow by 23% in a year. Earnings are forecast to grow by 25% in the next year.
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €368, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 7x in the Oil and Gas industry in Europe. Total returns to shareholders of 178% over the past three years.
Buy Or Sell Opportunity • Jun 25Now 20% overvaluedOver the last 90 days, the stock has fallen 26% to €331. The fair value is estimated to be €276, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 6.6%. Revenue is forecast to grow by 23% in a year. Earnings are forecast to grow by 25% in the next year.
Declared Dividend • Aug 10Second quarter dividend of US$0.60 announcedShareholders will receive a dividend of US$0.60. Ex-date: 1st September 2026 Payment date: 15th September 2026 Dividend yield will be 0.7%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 29%. Cash payout ratio: 218%.
Reported Earnings • Aug 06Second quarter 2026 earnings released: EPS: US$2.23 (vs US$1.68 in 2Q 2025)Second quarter 2026 results: EPS: US$2.23 (up from US$1.68 in 2Q 2025). Revenue: US$246.1m (up 31% from 2Q 2025). Net income: US$153.9m (up 33% from 2Q 2025). Profit margin: 63% (in line with 2Q 2025). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 16Texas Pacific Land Corporation to Report Q2, 2026 Results on Aug 05, 2026Texas Pacific Land Corporation announced that they will report Q2, 2026 results After-Market on Aug 05, 2026
Buy Or Sell Opportunity • Jul 13Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at €355. The fair value is estimated to be €291, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 6.6%. Revenue is forecast to grow by 23% in a year. Earnings are forecast to grow by 25% in the next year.
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €368, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 7x in the Oil and Gas industry in Europe. Total returns to shareholders of 178% over the past three years.
Buy Or Sell Opportunity • Jun 25Now 20% overvaluedOver the last 90 days, the stock has fallen 26% to €331. The fair value is estimated to be €276, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 6.6%. Revenue is forecast to grow by 23% in a year. Earnings are forecast to grow by 25% in the next year.
Buy Or Sell Opportunity • Jun 04Now 25% overvaluedOver the last 90 days, the stock has fallen 23% to €348. The fair value is estimated to be €279, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 6.6%. Revenue is forecast to grow by 23% in a year. Earnings are forecast to grow by 25% in the next year.
Declared Dividend • May 20First quarter dividend of US$0.60 announcedShareholders will receive a dividend of US$0.60. Ex-date: 1st June 2026 Payment date: 15th June 2026 Dividend yield will be 0.6%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 30%. Cash payout ratio: 389%.
お知らせ • Apr 16Texas Pacific Land Corporation to Report Q1, 2026 Results on May 06, 2026Texas Pacific Land Corporation announced that they will report Q1, 2026 results After-Market on May 06, 2026
お知らせ • Apr 10Texas Pacific Land Corporation Announces Demise of Murray Stahl, Member of BoardTexas Pacific Land Corporation announced that Murray Stahl, a member of TPL’s Board, has passed away. Mr. Stahl was the Chief Executive Officer, Chairman of the Board and Chief Investment Strategist of Horizon Kinetics Holding Corporation, which, through various owned subsidiaries, is TPL’s largest shareholder.
お知らせ • Feb 19Texas Pacific Land Corporation Declares Quarterly Cash Dividend, Payable on March 16, 2026On February 10, 2026, the Board of Directors of Texas Pacific Land Corporation declared a quarterly cash dividend of $0.60 per share, payable on March 16, 2026 to stockholders of record at the close of business on March 2, 2026. This represents a 12.5% increase from the prior quarter regular dividend.
お知らせ • Jan 22Texas Pacific Land Corporation to Report Q4, 2025 Results on Feb 18, 2026Texas Pacific Land Corporation announced that they will report Q4, 2025 results After-Market on Feb 18, 2026
お知らせ • Nov 06Texas Pacific Land Corporation Declares Quarterly Cash Dividend, Payable on December 15, 2025On November 3, 2025, the Texas Pacific Land Corporation declared a quarterly cash dividend of $1.60 per share, payable on December 15, 2025 to stockholders of record at the close of business on December 1, 2025.
お知らせ • Oct 10Texas Pacific Land Corporation to Report Q3, 2025 Results on Nov 05, 2025Texas Pacific Land Corporation announced that they will report Q3, 2025 results After-Market on Nov 05, 2025
お知らせ • Aug 30Texas Pacific Land Corporation Announces Non Re-Election of Eric L. Oliver as a Member of the Board of DirectorsOn August 26, 2025, Texas Pacific Land Corporation announced that Eric L. Oliver, a member of the Board of Directors notified his decision to not stand for re-election to the Board at the Company’s 2025 annual meeting of stockholders. Mr. Oliver will continue to serve as a director until the Annual Meeting.
お知らせ • Aug 07+ 1 more updateTexas Pacific Land Corporation, Annual General Meeting, Nov 06, 2025Texas Pacific Land Corporation, Annual General Meeting, Nov 06, 2025. Location: omni dallas hotel located, 555 south lamar street dallas, texas 75202, United States
お知らせ • Jul 11Texas Pacific Land Corporation to Report Q2, 2025 Results on Aug 06, 2025Texas Pacific Land Corporation announced that they will report Q2, 2025 results After-Market on Aug 06, 2025
お知らせ • Jun 30+ 1 more updateTexas Pacific Land Corporation(NYSE:TPL) dropped from Russell 2500 Growth IndexTexas Pacific Land Corporation(NYSE:TPL) dropped from Russell 2500 Growth Index
お知らせ • May 08Texas Pacific Land Corporation Declares Quarterly Cash Dividend, Payable on June 16, 2025On May 6, 2025, Texas Pacific Land Corporation’s Board of Directors declared a quarterly cash dividend of $1.60 per share, payable on June 16, 2025 to stockholders of record at the close of business on June 2, 2025.
お知らせ • Apr 16Texas Pacific Land Corporation to Report Q1, 2025 Results on May 07, 2025Texas Pacific Land Corporation announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on May 07, 2025
お知らせ • Feb 21Texas Pacific Land Corporation Declares Quarterly Cash Dividend, Payable on March 17, 2025On February 18, 2025,Texas Pacific Land Corporation's Board of Directors declared a quarterly cash dividend of $1.60 per share, payable on March 17, 2025 to stockholders of record at the close of business on March 3, 2025.
お知らせ • Feb 05Texas Pacific Land Corporation to Report Q4, 2024 Results on Feb 19, 2025Texas Pacific Land Corporation announced that they will report Q4, 2024 results After-Market on Feb 19, 2025
Declared Dividend • Nov 11Dividend of US$1.60 announcedShareholders will receive a dividend of US$1.60. Ex-date: 2nd December 2024 Payment date: 16th December 2024 Dividend yield will be 1.3%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 24%. Cash payout ratio: 32%.
Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: US$4.64 (vs US$4.59 in 3Q 2023)Third quarter 2024 results: EPS: US$4.64 (up from US$4.59 in 3Q 2023). Revenue: US$173.6m (up 9.9% from 3Q 2023). Net income: US$106.6m (up 1.0% from 3Q 2023). Profit margin: 61% (down from 67% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €1,218, the stock trades at a trailing P/E ratio of 68.2x. Average trailing P/E is 37x in the Oil and Gas industry in Germany. Total returns to shareholders of 214% over the past three years.
お知らせ • Oct 10Texas Pacific Land Corporation to Report Q3, 2024 Results on Nov 06, 2024Texas Pacific Land Corporation announced that they will report Q3, 2024 results at 4:00 PM, US Eastern Standard Time on Nov 06, 2024
Valuation Update With 7 Day Price Move • Sep 23Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €860, the stock trades at a trailing P/E ratio of 48.9x. Average forward P/E is 5x in the Oil and Gas industry in Germany. Total returns to shareholders of 144% over the past three years.
お知らせ • Sep 18Texas Pacific Land Corporation, Annual General Meeting, Nov 08, 2024Texas Pacific Land Corporation, Annual General Meeting, Nov 08, 2024. Location: omni dallas hotel, 555 south lamar street, texas 75202., dallas United States
お知らせ • Aug 28Texas Pacific Land Corporation (NYSE:TPL) acquired Surface Asset of approximately 4,120 acres in Martin County, Texas for $45 million.Texas Pacific Land Corporation (NYSE:TPL) acquired Surface Asset of approximately 4,120 acres in Martin County, Texas for $45 million on August 27, 2024. In a related transaction, Texas Pacific Land Corporation acquired mineral interests across approximately 4,106 net royalty acres located in Culberson County, Texas for $124 million. Texas Pacific Land Corporation (NYSE:TPL) completed the acquisition of Surface Asset of approximately 4,120 acres in Martin County, Texas on August 27, 2024.
Upcoming Dividend • Aug 27Upcoming dividend of US$1.17 per shareEligible shareholders must have bought the stock before 03 September 2024. Payment date: 17 September 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.5%).
Declared Dividend • Aug 11Dividend of US$1.17 announcedShareholders will receive a dividend of US$1.17. Ex-date: 3rd September 2024 Payment date: 17th September 2024 Dividend yield will be 2.4%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 23%. Cash payout ratio: 25%.
Reported Earnings • Aug 08Second quarter 2024 earnings released: EPS: US$4.99 (vs US$4.35 in 2Q 2023)Second quarter 2024 results: EPS: US$4.99 (up from US$4.35 in 2Q 2023). Revenue: US$172.3m (up 7.3% from 2Q 2023). Net income: US$114.6m (up 14% from 2Q 2023). Profit margin: 67% (up from 63% in 2Q 2023). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 19% per year.
お知らせ • Aug 08Texas Pacific Land Corporation Declares Quarterly Cash Dividend, Payable on September 17, 2024On August 6, 2024, Texas Pacific Land Corporation declared a quarterly cash dividend of $1.17 per share, payable on September 17, 2024 to stockholders of record at the close of business on September 3, 2024.
お知らせ • Jul 24Texas Pacific Land Corporation to Report Q2, 2024 Results on Aug 07, 2024Texas Pacific Land Corporation announced that they will report Q2, 2024 results After-Market on Aug 07, 2024
Buy Or Sell Opportunity • Jul 01Now 11% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to €674. The fair value is estimated to be €608, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 14% in a year. Earnings are forecast to grow by 17% in the next year.
Upcoming Dividend • Jun 24Upcoming dividend of US$10.00 per shareEligible shareholders must have bought the stock before 01 July 2024. Payment date: 15 July 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.6%).
Buy Or Sell Opportunity • Jun 19Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to €709. The fair value is estimated to be €590, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 14% in a year. Earnings are forecast to grow by 17% in the next year.
お知らせ • Jun 15Texas Pacific Land Corporation Announces Special Dividend, Payable on July 15, 2024Texas Pacific Land Corporation announced that the Company’s Board of Directors approved a $10.00 per share special dividend. The special dividend will be payable on July 15, 2024 to stockholders of record at the close of business on July 1, 2024.
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 27%After last week's 27% share price gain to €667, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 68% over the past three years.
Buy Or Sell Opportunity • Jun 12Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to €667. The fair value is estimated to be €554, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 14% in a year. Earnings are forecast to grow by 17% in the next year.
Upcoming Dividend • May 27Upcoming dividend of US$1.17 per shareEligible shareholders must have bought the stock before 03 June 2024. Payment date: 17 June 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.1%).
Declared Dividend • May 13First quarter dividend of US$1.17 announcedShareholders will receive a dividend of US$1.17. Ex-date: 3rd June 2024 Payment date: 17th June 2024 Dividend yield will be 1.8%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 50% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 15% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 09First quarter 2024 earnings released: EPS: US$4.97 (vs US$3.75 in 1Q 2023)First quarter 2024 results: EPS: US$4.97 (up from US$3.75 in 1Q 2023). Revenue: US$174.1m (up 19% from 1Q 2023). Net income: US$114.4m (up 32% from 1Q 2023). Profit margin: 66% (up from 59% in 1Q 2023). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • May 09+ 1 more updateTexas Pacific Land Corporation Announces Formation of CommitteeOn May 6, 2024, the Board of Texas Pacific Land Corporation formalized the Strategic Acquisitions Committee as a standing committee of the Board and has appointed the following Board members to serve on the committee: Karl F. Kurz (Chair), Murray Stahl, Robert Roosa and Barbara J. Duganier.
お知らせ • Apr 20Texas Pacific Land Corporation to Report Q1, 2024 Results on May 08, 2024Texas Pacific Land Corporation announced that they will report Q1, 2024 results After-Market on May 08, 2024
New Risk • Mar 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 55% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
New Risk • Mar 27New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.5% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Mar 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €1,574, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1,615 per share.
Declared Dividend • Feb 26Fourth quarter dividend of US$3.50 announcedShareholders will receive a dividend of US$3.50. Ex-date: 29th February 2024 Payment date: 15th March 2024 Dividend yield will be 0.9%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 50% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 22Texas Pacific Land Corporation Declares Quarterly Cash Dividend, Payable on March 15, 2024Texas Pacific Land Corporation declared a quarterly cash dividend of $3.50 per share, payable on March 15, 2024 to stockholders of record at the close of business on March 1, 2024.
Reported Earnings • Feb 22Full year 2023 earnings released: EPS: US$52.81 (vs US$57.80 in FY 2022)Full year 2023 results: EPS: US$52.81 (down from US$57.80 in FY 2022). Revenue: US$631.6m (down 5.4% from FY 2022). Net income: US$405.6m (down 9.1% from FY 2022). Profit margin: 64% (down from 67% in FY 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Feb 15Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to €1,344. The fair value is estimated to be €1,685, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 28% in the next 2 years.
お知らせ • Jan 26Texas Pacific Land Corporation to Report Q4, 2023 Results on Feb 21, 2024Texas Pacific Land Corporation announced that they will report Q4, 2023 results After-Market on Feb 21, 2024
お知らせ • Jan 23Bulldog Investors Submits a Proposal to Texas Pacific Land CorporationOn January 22, 2024, Bulldog Investors, LLP announced that it has submitted a proposal urging the Board to seek stockholder approval of any transaction in which the consideration includes shares of the Company's stock, including any tender offer, exchange offer, share exchange, merger, consolidation, acquisition, business combination, sale, recapitalization, or restructuring if the Board has reason to believe that stockholders might not vote to approve such transaction.
Buy Or Sell Opportunity • Jan 23Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to €1,348. The fair value is estimated to be €1,688, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.
Buying Opportunity • Jan 18Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 28%. The fair value is estimated to be €1,704, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 29% in 2 years. Earnings is forecast to grow by 36% in the next 2 years.
お知らせ • Dec 05Delaware Court of Chancery Rules in Favor of Texas Pacific Land Corporation on Litigation Related to Stockholders’ AgreementTexas Pacific Land Corporation announced that the Delaware Court of Chancery (the “Court”) has ruled in favor of TPL in the litigation between the Company and Horizon Kinetics LLC, Horizon Kinetics Asset Management LLC, SoftVest Advisors, LLC and SoftVest, L.P. (collectively, the “Investor Group”), in Texas Pacific Land Corp. v. Horizon Kinetics LLC, (C.A. No. 2022-1066-JTL) (Del. Ch.). On December 1, 2023, the Court ruled that the Investor Group should have voted with the Board’s recommendation on Proposal 4, the Company’s proposal to increase the number of authorized shares of common stock (the “Share Authorization Proposal”) at the 2022 Annual Meeting, under the terms of the June 2020 Stockholders’ Agreement with the Company (the “Stockholders’ Agreement”). The Court has deemed the Investor Group’s shares to have been voted in favor of the Share Authorization Proposal, which has been deemed approved by stockholders. As previously disclosed, once a final order is entered and an amended charter is filed, the Company intends to use a portion of the newly authorized shares to affect a stock split of the Company’s common stock in the form of a stock dividend, and the Court has conditioned the Share Authorization Proposal on such a stock split. In addition, the Share Authorization Proposal increases the number of authorized, unissued shares of common stock. Sidley Austin LLP and Abrams & Bayliss LLP represented TPL in the litigation.
Buying Opportunity • Nov 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be €1,862, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 47% in 2 years. Earnings is forecast to grow by 56% in the next 2 years.
Upcoming Dividend • Nov 23Upcoming dividend of US$3.25 per share at 0.8% yieldEligible shareholders must have bought the stock before 30 November 2023. Payment date: 15 December 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (2.8%).
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: US$13.76 (vs US$16.83 in 3Q 2022)Third quarter 2023 results: EPS: US$13.76 (down from US$16.83 in 3Q 2022). Revenue: US$158.0m (down 17% from 3Q 2022). Net income: US$105.6m (down 19% from 3Q 2022). Profit margin: 67% (down from 68% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 02Texas Pacific Land Corporation Declares Quarterly Cash Dividend, Payable on December 15, 2023On October 31, 2023, the Texas Pacific Land Corporation declared a quarterly cash dividend of $3.25 per share, payable on December 15, 2023 to stockholders of record at the close of business on December 1, 2023.
お知らせ • Oct 12Texas Pacific Land Corporation to Report Q3, 2023 Results on Nov 01, 2023Texas Pacific Land Corporation announced that they will report Q3, 2023 results After-Market on Nov 01, 2023
お知らせ • Oct 11Texas Pacific Land Corporation, Annual General Meeting, Nov 10, 2023Texas Pacific Land Corporation, Annual General Meeting, Nov 10, 2023, at 11:00 Central Standard Time. Location: Renaissance Dallas Hotel, 2222 North Stemmons Freeway Dallas, Texas 75207 Dallas Texas United States Agenda: To consider and elect three members of the Company’s Board of Directors to serve until the 2024 annual meeting of stockholders; to consider and approve, by non-binding advisory vote, the executive compensation paid to named executive officers; to consider and ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2023; to consider a non-binding stockholder proposal regarding stockholders’ ability to call for a special stockholder meeting; to consider a non-binding stockholder proposal regarding adopting a policy that requires an independent Chair of the Company’s Board of Directors; to consider a non-binding stockholder proposal regarding adopting a policy requiring executives to retain a significant portion of stock until retirement; to consider a non-binding stockholder proposal regarding stockholders’ ability to act by written consent; and to consider other matter.
Upcoming Dividend • Aug 24Upcoming dividend of US$3.25 per share at 0.7% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.4%).
Valuation Update With 7 Day Price Move • Aug 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €1,568, the stock trades at a trailing P/E ratio of 32.5x. Average forward P/E is 5x in the Oil and Gas industry in Germany. Total returns to shareholders of 233% over the past three years.
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: US$13.06 (vs US$15.37 in 2Q 2022)Second quarter 2023 results: EPS: US$13.06 (down from US$15.37 in 2Q 2022). Revenue: US$160.6m (down 8.9% from 2Q 2022). Net income: US$100.4m (down 16% from 2Q 2022). Profit margin: 63% (down from 67% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 39% per year.
お知らせ • Aug 03Texas Pacific Land Corporation Declares Quarterly Cash Dividend, Payable on September 15, 2023On August 1, 2023, the Board of Texas Pacific Land Corporation declared a quarterly cash dividend of $3.25 per share, payable on September 15, 2023 to stockholders of record at the close of business on September 1, 2023.
お知らせ • Aug 02Texas Pacific Land Corporation Announces Board ChangesTexas Pacific Land Corporation announced that current directors and co-chairs of the Board, David E. Barry and John R. Norris III, have announced their intention to retire at the 2023 Annual Meeting and will not stand for reelection. The Board intends to announce new Board leadership following the 2023 Annual Meeting.
お知らせ • Jul 12Texas Pacific Land Corporation to Report Q2, 2023 Results on Aug 02, 2023Texas Pacific Land Corporation announced that they will report Q2, 2023 results After-Market on Aug 02, 2023
Upcoming Dividend • May 31Upcoming dividend of US$3.25 per share at 1.0% yieldEligible shareholders must have bought the stock before 07 June 2023. Payment date: 15 June 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.6%).
お知らせ • May 16Lion Long Term Partners Issues Open Letter to Stockholders of Texas Pacific Land and Proxy AdvisorsOn May 15, 2023, Lion Long Term Partners LP, issues an open letter to stockholders of Texas Pacific Land Corporation and proxy advisors. Lion Long stated that Glass Lewis announced that it has changed its recommendation with respect to Proposal 4 to “Against” and Lion Long urges the other Proxy Advisors to review their case files and Glass Lewis’ detailed explanation of its change in position and follow Glass Lewis in recommending an Against vote on Proposal 4, and it urges the stockholders of the Company who have voted For Proposal 4 to reconsider their position.
Reported Earnings • May 06First quarter 2023 earnings released: EPS: US$11.25 (vs US$12.65 in 1Q 2022)First quarter 2023 results: EPS: US$11.25 (down from US$12.65 in 1Q 2022). Revenue: US$146.4m (flat on 1Q 2022). Net income: US$86.6m (down 12% from 1Q 2022). Profit margin: 59% (down from 66% in 1Q 2022). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 05Texas Pacific Land Corporation Declares Quarterly Cash Dividend, Payable on June 15, 2023On May 2, 2023, the Board of Texas Pacific Land Corporation declared a quarterly cash dividend of $3.25 per share, payable on June 15, 2023 to stockholders of record at the close of business on June 8, 2023.
Upcoming Dividend • Feb 28Upcoming dividend of US$3.25 per share at 0.7% yieldEligible shareholders must have bought the stock before 07 March 2023. Payment date: 15 March 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (1.4%).
Reported Earnings • Feb 24Full year 2022 earnings released: EPS: US$57.80 (vs US$34.83 in FY 2021)Full year 2022 results: EPS: US$57.80 (up from US$34.83 in FY 2021). Revenue: US$667.4m (up 48% from FY 2021). Net income: US$446.4m (up 65% from FY 2021). Profit margin: 67% (up from 60% in FY 2021). The increase in margin was driven by higher revenue. Oil sales price Average sales price/bbl (hedged): US$94.69 Gas sales price Average sales price/mcf (hedged): US$6.19 LNG sales price Average sales price/bbl (hedged): US$34.25 Combined production Oil equivalent production: 7.791 MMboe (6.795 MMboe in FY 2021) Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 14Texas Pacific Land Corporation Declares Quarterly Cash Dividend, Payable on March 15, 2023Texas Pacific Land Corporation announced that on February 10, 2023, the Board of Directors declared a quarterly cash dividend of $3.25 per share, payable on March 15, 2023 to stockholders of record at the close of business on March 8, 2023.
お知らせ • Jan 26Texas Pacific Land Corporation to Report Q4, 2022 Results on Feb 22, 2023Texas Pacific Land Corporation announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 22, 2023
Upcoming Dividend • Nov 30Upcoming dividend of US$3.00 per shareEligible shareholders must have bought the stock before 07 December 2022. Payment date: 15 December 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (1.0%).
お知らせ • Nov 22Texas Pacific Land Corporation, Annual General Meeting, Feb 14, 2023Texas Pacific Land Corporation, Annual General Meeting, Feb 14, 2023, at 10:30 Central Standard Time. Location: Company’s offices located at 1700 Pacific Avenue, Suite Dallas Texas United States Agenda: To consider Share Authorization Proposal.
Board Change • Nov 16High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 1 experienced director. 1 highly experienced director. Independent Co-Chairman of the Trustees John Norris is the most experienced director on the board, commencing their role in 2000. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Nov 15+ 1 more updateGabi Gliksberg Issues an Open Letter to Shareholders of Texas Pacific Land CorporationOn November 14, 2022, Gabi Gliksberg announced that he has sent an open letter to shareholders of Texas Pacific Land Corporation, highlighting his views to the shareholders of Company and outlines why he plans to vote against the proposal to approve an amendment to the Company’s Certificate of Incorporation increasing the authorized shares of common stock from 7,756,156 shares to 46,536,936 shares, and vote for all stock proposals at the annual meeting of shareholders scheduled to be held on November 16, 2022.
お知らせ • Nov 11Lion Long Term Partners Issues a Statement in Response to Texas Pacific Land CorporationOn November 10, 2022, Lion Long Term Partners LP issues a statement in response to Texas Pacific Land Corporation stockholder letter from Board. In the statement, Lion Long Term Partners stated that on November 8, J.R. Norris III and D. E. Barry, the Co-Chairmen of the Company’s Board, and T. Glover, the President and CEO of the Company, wrote to stockholders to encourage them to vote for a proposal to approve an amendment to the Company’s Certificate of Incorporation increasing the authorized shares of common stock from 7,756,156 shares to 46,536,936 shares. Lion Long Term Partners urged the fellow stockholders to vote against the proposal.
お知らせ • Nov 10Lion Long Files and Exempt Solicitation and Urged to Vote Against for Texas Pacific’s ProposalOn November 9, 2022, Lion Long Term Partners LP announced that it has filed an exempt solicitation statement and urged the shareholders to vote against Proposal 4: a proposal to approve an amendment to Texas Pacific Land Corporation's Certificate of Incorporation increasing the authorized shares of common stock from 7,756,156 shares to 46,536,936 shares.
Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improved over the past weekAfter last week's 18% share price gain to €2,777, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 412% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2,027 per share.
Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improved over the past weekAfter last week's 18% share price gain to €2,777, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 412% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2,027 per share.
お知らせ • Nov 08Lion Long Term Partners LP Issues Statement in Response to Texas Pacific Land Corporation Board CommentsOn November 7, 2022, Lion Long Term Partners LP announced that it has issued a statement in response to Texas Pacific Land Corporation board comments. Lion Long stated that the Board of Directors of the Company has a fiduciary responsibility to stockholders to safe-guard a truly unique asset. For over 125 years the Company has single-mindedly followed a simple business model that has created tremendous, index-beating returns for its owners. Now just 23 months after converting to a Delaware C corp. the Board and management would have the Company’s stockholders indirectly agree to a dramatic change in the Company’s business plan, without informed stockholder input, claiming it to be a “routine” decision. In addition, Lion Long urged the shareholders to vote against a proposal#4: to approve an amendment to the Company's Certificate of Incorporation increasing the authorized shares of common stock from 7,756,156 shares to 46,536,936 shares.
お知らせ • Nov 05Texas Pacific Land Corporation (NYSE:TPL) announces an Equity Buyback for $250 million worth of its shares.Texas Pacific Land Corporation (NYSE:TPL) announces a share repurchase program. Under the program, the company will repurchase up to $250 million worth of its outstanding common stock. The company intends to purchase stock under the repurchase program opportunistically with funds generated by cash from operations.
Reported Earnings • Nov 04Third quarter 2022 earnings released: EPS: US$16.83 (vs US$10.82 in 3Q 2021)Third quarter 2022 results: EPS: US$16.83 (up from US$10.82 in 3Q 2021). Revenue: US$191.1m (up 55% from 3Q 2021). Net income: US$129.8m (up 55% from 3Q 2021). Profit margin: 68% (in line with 3Q 2021). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 4.4% decline forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 03Texas Pacific Land Corporation Declares Quarterly Cash Dividend, Payable on December 15, 2022Texas Pacific Land Corporation announced on November 1, 2022, the Board declared a quarterly cash dividend of $3.00 per share, payable on December 15, 2022 to stockholders of record at the close of business on December 8, 2022.
お知らせ • Oct 27Lion Long Term Urges Shareholders to Vote Against Pacific and Land’s Proposal 4 at Upcoming Annual MeetingOn October 26, 2022, Lion Long Term Partners LP, announced that it urged the shareholders of Texas - Pacific and Land Corporation to vote against the proposal #4 asking the shareholders to approve an amendment to the Company’s Certificate of Incorporation increasing the authorized shares of common stock from 7,756,156 shares to 46,536,936 shares. Lion Long stated that Item 4 is not routine business, and its adoption would allow the Board and current management to dramatically change TPLs business strategy, in effect for over 100 years of collecting royalty rights, selling land assets, and using the proceeds to repurchase outstanding shares, thus enhancing stockholder value.
お知らせ • Oct 19Texas Pacific Land Corporation to Report Q3, 2022 Results on Nov 02, 2022Texas Pacific Land Corporation announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 02, 2022
Upcoming Dividend • Aug 31Upcoming dividend of US$3.00 per shareEligible shareholders must have bought the stock before 07 September 2022. Payment date: 15 September 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (1.1%).
Buying Opportunity • Aug 13Now 26% undervaluedOver the last 90 days, the stock is up 29%. The fair value is estimated to be €2,151, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.2% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 40% in 2 years. Earnings is forecast to grow by 53% in the next 2 years.
お知らせ • Aug 05Texas Pacific Land Corporation Declares Quarterly Cash Dividend, Payable on September 15, 2022Texas Pacific Land Corporation announced on August 2, 2022, the Board declared a quarterly cash dividend of $3.00 per share, payable on September 15, 2022 to stockholders of record at the close of business on September 8, 2022.
