Texas Pacific Land Corporation

NYSE:TPL 株式レポート

時価総額：US$28.9b

Texas Pacific Land 過去の業績

過去 基準チェック /36

Texas Pacific Landは、平均年間13.8%の収益成長を遂げていますが、 Oil and Gas業界の収益は、年間 成長しています。収益は、平均年間8% 14.1%収益成長率で 成長しています。 Texas Pacific Landの自己資本利益率は32.4%であり、純利益率は60%です。

主要情報

13.83%

収益成長率

14.10%

EPS成長率

Oil and Gas 業界の成長33.67%
収益成長率14.05%
株主資本利益率32.37%
ネット・マージン60.03%
次回の業績アップデート05 Aug 2026

最近の業績更新

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
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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).
ナラティブ更新 • 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).
ナラティブ更新 • 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.
ナラティブ更新 • 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).
ナラティブ更新 • 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.
ナラティブ更新 • 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).
ナラティブ更新 • 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).
ナラティブ更新 • 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).
分析記事 • 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...
ナラティブ更新 • 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).
ナラティブ更新 • 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).
ナラティブ更新 • 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).
ナラティブ更新 • 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.
分析記事 • 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...
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新しいナラティブ • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

収支内訳

Texas Pacific Land の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:TPL 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 26839504830
31 Dec 25798481810
30 Sep 25772476760
30 Jun 25743462830
31 Mar 25728460820
31 Dec 24706454830
30 Sep 24687449840
30 Jun 24671448750
31 Mar 24659433800
31 Dec 23632406890
30 Sep 23618392910
30 Jun 23651417890
31 Mar 23666435800
31 Dec 22667446630
30 Sep 22662426580
30 Jun 22594380550
31 Mar 22514318550
31 Dec 21451270590
30 Sep 21378236500
30 Jun 21329198480
31 Mar 21290169480
31 Dec 20303176530
30 Sep 20341200580
30 Jun 20365214630
31 Mar 20395236660
31 Dec 19490319610
30 Sep 19470312550
30 Jun 19445303440
31 Mar 19431306320
31 Dec 18300210250
30 Sep 18246172180
30 Jun 18225154150
31 Mar 18184122110
31 Dec 171549790
30 Sep 171308460
30 Jun 17935950
31 Mar 17774940
31 Dec 16664230
30 Sep 16563530
30 Jun 16603830
31 Mar 16553530
31 Dec 15785030
30 Sep 15764920

質の高い収益: TPL 非現金収入 のレベルが高いです。

利益率の向上: TPLの現在の純利益率 (60%)は、昨年(63.2%)よりも低くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: TPLの収益は過去 5 年間で年間13.8%増加しました。

成長の加速: TPLの過去 1 年間の収益成長率 ( 9.4% ) は、5 年間の平均 ( 年間13.8%を下回っています。

収益対業界: TPLの過去 1 年間の収益成長率 ( 9.4% ) はOil and Gas業界6%を上回りました。

株主資本利益率

高いROE: TPLの 自己資本利益率 ( 32.4% ) は 高い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/07/22 19:35
終値2026/07/22 00:00
収益2026/03/31
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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