Texas Pacific Land Corporation

NYSE:TPL 주식 리포트

시가총액: US$26.4b

Texas Pacific Land 향후 성장

Future 기준 점검 2/6

Texas Pacific Land은 연간 수입과 매출이 각각 15.5%와 14.5% 증가할 것으로 예상되고 EPS는 연간 17.5%만큼 증가할 것으로 예상됩니다.

핵심 정보

15.5%

이익 성장률

17.51%

EPS 성장률

Oil and Gas 이익 성장10.8%
매출 성장률14.5%
향후 자기자본이익률n/a
애널리스트 커버리지

Low

마지막 업데이트03 Jun 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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).
Seeking Alpha • May 20

Texas Pacific Land: The Water Thesis Can't Be Ignored Any Longer

Summary Texas Pacific Land Corporation (TPL) remains a Strong Buy despite a 23% price drop since my last rating, driven by its evolving business model. TPL's water handling and real estate empire, especially its monopoly position in water sales to data centers, underpins high-margin, recurring revenue streams. The near-complete 10,000-barrel-per-day desalination facility offers proof of concept for scaling toxic-to-clean water conversion, with significant earnings potential. Eliminating heat costs via co-location with data centers could drive $28–$141 million in incremental pre-tax income if scaled, supporting the bullish thesis. Read the full article on Seeking Alpha
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
분석 기사 • 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...
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • Jul 17

Unpleasant Surprises Could Be In Store For Texas Pacific Land Corporation's (NYSE:TPL) Shares

With a price-to-earnings (or "P/E") ratio of 49.3x Texas Pacific Land Corporation ( NYSE:TPL ) may be sending very...
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새로운 내러티브 • 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
Seeking Alpha • Aug 08

Texas Pacific Land: So Bullish, 13% Of My Portfolio Is Just The Beginning

Summary Texas Pacific Land Corporation is a misunderstood company with a near-perfect business model. TPL owns land in the Texas Permian, generating high margins from oil and gas royalties and water services. The company's strategic location in the Permian Basin allows for additional revenue streams such as sand sales and potential data centers. Read the full article on Seeking Alpha
Seeking Alpha • Jul 31

Texas Pacific Land: A Former Great Buy, But Not Anymore

Summary TPL's current share price of $818.85 is unjustifiably high based on its financial ratios and historical performance. Detailed analysis using comparable companies, dividend history, and discounted cash flow projections all indicate substantial downside potential for TPL's stock. Analyst forecasts and historical price trends suggest that TPL's price is likely to decline in the near future, making it a "SELL" for value investors. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NYSE:TPL - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20271,0946696977771
12/31/20261,0076146226931
3/31/202683950443551N/A
12/31/202579848132546N/A
9/30/2025772476236559N/A
6/30/202574346290523N/A
3/31/202572846065500N/A
12/31/202470645465491N/A
9/30/2024687449334476N/A
6/30/2024671448423465N/A
3/31/2024659433410451N/A
12/31/2023632406378418N/A
9/30/2023618392398439N/A
6/30/2023651417431451N/A
3/31/2023666435437454N/A
12/31/2022667446426447N/A
9/30/2022662426386405N/A
6/30/2022594380345364N/A
3/31/2022514318301321N/A
12/31/2021451270250265N/A
9/30/2021378236208220N/A
6/30/2021329198194199N/A
3/31/2021290169188191N/A
12/31/2020303176185207N/A
9/30/2020341200194220N/A
6/30/2020365214196227N/A
3/31/2020395236204249N/A
12/31/2019490319N/A343N/A
9/30/2019470312N/A349N/A
6/30/2019445303N/A326N/A
3/31/2019431306N/A313N/A
12/31/2018300210N/A195N/A
9/30/2018246172N/A159N/A
6/30/2018225154N/A148N/A
3/31/2018184122N/A114N/A
12/31/201715497N/A94N/A
9/30/201713084N/A77N/A
6/30/20179359N/A57N/A
3/31/20177749N/A54N/A
12/31/20166642N/A41N/A
9/30/20165635N/A37N/A
6/30/20166038N/A38N/A
3/31/20165535N/A29N/A
12/31/20157850N/A50N/A
9/30/20157649N/A52N/A
6/30/20157347N/A49N/A

애널리스트 향후 성장 전망

수입 대 저축률: TPL 의 연간 예상 수익 증가율(15.5%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: TPL 의 연간 수익(15.5%)이 US 시장(17.1%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: TPL 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: TPL 의 수익(연간 14.5%)이 US 시장(연간 11.9%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: TPL 의 수익(연간 14.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: TPL의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/10 23:57
종가2026/06/10 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Texas Pacific Land Corporation는 3명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Hamed KhorsandBWS Financial Inc.
Timothy RezvanKeyBanc Capital Markets Inc.
Michael SciallaStifel, Equities Research