Texas Pacific Land (TPL) Aandelenoverzicht
Texas Pacific Land Corporation houdt zich bezig met land- en grondstoffenbeheer en waterdiensten en -operaties. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 2/6 |
| Toekomstige groei | 1/6 |
| Prestaties in het verleden | 3/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 2/6 |
TPL Community Fair Values
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Analyst Price Targets
Texas Pacific Land Corporation Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$342.77 |
| 52 Week Hoogtepunt | US$547.20 |
| 52 Week Laag | US$269.23 |
| Bèta | 0.63 |
| 1 maand verandering | -16.18% |
| 3 maanden verandering | -11.77% |
| 1 Jaar Verandering | 16.54% |
| 3 jaar verandering | 66.00% |
| 5 jaar verandering | 125.26% |
| Verandering sinds IPO | 486,996.77% |
Recent nieuws en updates
Analyse-artikel • 22h
Texas Pacific Land (NYSE:TPL) Strong Profits May Be Masking Some Underlying Issues
The market shrugged off Texas Pacific Land Corporation's ( NYSE:TPL ) solid earnings report. Our analysis showed that...Seeking Alpha • Aug 11
Texas Pacific Land: Priced For Perfection
Summary Texas Pacific Land Corporation delivered a record quarter, but results were driven by a transitory oil price spike rather than sustainable volume growth. TPL maintains industry-leading margins, free cash flow, and return metrics, but its valuation is elevated with a GAAP P/E of 44.7 and EV/EBITDA of 32.28. The company is fully unhedged, highly sensitive to oil price swings, and concentrated in the Permian Basin, amplifying both upside and downside risks. I downgrade TPL to Hold, citing premium valuation, reliance on volatile oil prices, and the need for tangible economics from new projects like Kilby. Read the full article on Seeking AlphaRecent updates
Analyse-artikel • 22h
Texas Pacific Land (NYSE:TPL) Strong Profits May Be Masking Some Underlying Issues
The market shrugged off Texas Pacific Land Corporation's ( NYSE:TPL ) solid earnings report. Our analysis showed that...Seeking Alpha • Aug 11
Texas Pacific Land: Priced For Perfection
Summary Texas Pacific Land Corporation delivered a record quarter, but results were driven by a transitory oil price spike rather than sustainable volume growth. TPL maintains industry-leading margins, free cash flow, and return metrics, but its valuation is elevated with a GAAP P/E of 44.7 and EV/EBITDA of 32.28. The company is fully unhedged, highly sensitive to oil price swings, and concentrated in the Permian Basin, amplifying both upside and downside risks. I downgrade TPL to Hold, citing premium valuation, reliance on volatile oil prices, and the need for tangible economics from new projects like Kilby. Read the full article on Seeking Alpha
Narratiefupdate • 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.Analyse-artikel • 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...
Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Analyse-artikel • 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...Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Analyse-artikel • 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...Nieuw narratief • Jul 06
Permian Risks And Water Services Will Shape Future Prospects
Reliance on oil royalties and Permian Basin activity faces long-term risks from decarbonization, reserve declines, and regulatory challenges, threatening growth and margin stability.Seeking Alpha • Apr 01
Decoding Texas Pacific Land: Underfollowed S&P 500 Name With Hidden Optionality
Summary Texas Pacific Land combines its established, high-margin oil and gas royalty business with significant investment in a rapidly growing water segment. Major optionality lies in TPL's initiative to commercialize freeze-thaw desalination for produced water. TPL appears underfollowed and potentially misclassified, suggesting the market may underestimate the long-term value potential. Read the full article on Seeking AlphaSeeking Alpha • Feb 20
Texas Pacific Land: Good Results That Don't Justify The Premium
Summary Texas Pacific Land has increased revenues and net income by almost 12% in 2024, mainly driven by the 33% revenue growth in the water segment. The shift in the capital allocation has cost $105M in shareholder value creation so far. TPL is spending 93% of its cash flow on acquisitions, with a double-digit expected rate of return. Changes in the U.S. energy policy could increase production, but a decline in oil prices could limit growth. Despite the good financial performance, TPL is at its historically high valuation multiples, and I consider the stock to be overvalued. Read the full article on Seeking AlphaSeeking Alpha • Jan 27
Texas Pacific Land Needs Massive Growth To Justify Its Valuation
Summary Texas Pacific Land is overvalued with a $30 billion market cap and only $700 million in annual revenue, yielding a mere 1.5% FCF. Despite substantial land assets and no debt, the company needs to multiply its FCF by 5-6x to justify its valuation. The company's limited acreage and declining oil production hinder its ability to generate future shareholder returns. Without access to additional land or significant resource increases, TPL remains a poor long-term investment. Read the full article on Seeking AlphaSeeking Alpha • Jan 14
Texas Pacific Land Corporation: Buy And Hold Long-Term Position With High-Growth Potential
Summary The stock of Texas Pacific Land is experiencing aggressive upward momentum, delivering strong gains of +260% over the past two years. Its rally has seen minimal pullbacks, indicating a solid shareholder base. At current levels, the stock is trading 35% below its trend peak, presenting a re-entry opportunity. The Company demonstrates robust cash flow and a solid net income margin, with significant growth potential in the near future. Read the full article on Seeking AlphaSeeking Alpha • Dec 30
Texas Pacific Land Has High Growth Prospects That May Be Priced In
Summary Texas Pacific Land Corporation is expanding its water recycling business through acquisitions, positioning the segment for growth on multiple fronts. Future growth may come from digital infrastructure development, including data centers and Bitcoin mining, leveraging TPL's water and land assets in West Texas. TPL's strong financial position, with $534mm in cash and no debt, supports continued asset acquisitions. Read the full article on Seeking AlphaSeeking Alpha • Dec 09
Texas Pacific: 70% Down To Fair Value
Summary TPL's recent stock surge was driven by two major factors. Both will have more influence at this point. Valuation metrics suggest a 70% downside is conservative. Read the full article on Seeking AlphaSeeking Alpha • Nov 22
Texas Pacific Land: Robust Performance In Q3 - Still Bullish
Summary TPL's unique business model, focusing on land ownership and royalties, has driven its 63% stock surge and strong Q3 performance, making it a standout energy stock. The company's diversified revenue streams from oil and gas royalties, water sales, and surface leases, combined with its debt-free status, ensure robust growth potential. Despite the high valuation, investor confidence remains strong due to TPL's strategic acquisitions, consistent revenue growth, and potential for future oil price rebounds. While dependent on commodity prices, TPL's resilience and untapped revenue potential make it a compelling "BUY" for long-term growth-oriented investors. Read the full article on Seeking AlphaSeeking Alpha • Nov 07
My Best Investment Ever - Why I Remain Bullish On Texas Pacific Land
Summary Texas Pacific Land Corporation has become my largest investment due to its unique business model and significant long-term potential in the Permian Basin. TPL profits from oil, gas, and water rights without incurring exploration costs, making it a high-margin, debt-free company with impressive results. Despite a high P/E ratio of 67x, TPL's innovative contracts, sustainable water solutions, and strategic acquisitions justify continued bullishness. I recommend buying TPL on pullbacks, believing it's one of the best long-term investments, despite its modest dividend yield and high valuation. Read the full article on Seeking AlphaSeeking Alpha • Sep 25
Texas Pacific Land: One-Of-A-Kind Energy Stock
Summary Texas Pacific Land Corporation benefits from a diverse revenue stream, including royalties, water services, and land sales, making it a stable investment. Despite missing Q2 2024 EPS projections, TPL's strong operational margins and significant land holdings in the Permian Basin ensure its attractiveness. TPL's unique business model, focusing on land and water rights rather than drilling, offers lower risk and higher predictability compared to traditional energy firms. TPL's high valuation multiples reflect its efficient, capital-light strategy and consistent income growth, making it a reliable choice for investors seeking stability. Read the full article on Seeking AlphaSeeking Alpha • Sep 13
Texas Pacific Land: Unique Business Model With Good Prospects, But May Be Overvalued
Summary Texas Pacific Land has a unique business model, holding strategic lands and receiving royalties from various economic activities. Having a high level of earnings quality and solid financial position, TPL is an attractive stock to invest in. TPL regularly pays a dividend, and the current yield is 1.68%. Due to strong financials, the company's shares are trading 23% above their median price, making them overvalued for value investing. Read the full article on Seeking AlphaRendement voor aandeelhouders
| TPL | US Oil and Gas | US Markt | |
|---|---|---|---|
| 7D | -10.2% | 5.9% | 1.0% |
| 1Y | 16.5% | 36.2% | 18.4% |
Rendement versus industrie: TPL presteerde slechter dan de US Oil and Gas -sector, die het afgelopen jaar een rendement van 36.2 % opleverde.
Rendement versus markt: TPL presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 18.4 % opleverde.
Prijsvolatiliteit
| TPL volatility | |
|---|---|
| TPL Average Weekly Movement | 6.9% |
| Oil and Gas Industry Average Movement | 6.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: TPL heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 7% ) van TPL is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1888 | 114 | Tyler Glover | www.texaspacific.com |
Texas Pacific Land Corporation houdt zich bezig met land- en grondstoffenbeheer en waterdiensten en -operaties. Het segment Land and Resource Management beheert hectares land en royalty's voor olie en gas in het Permian Basin. Dit segment houdt zich ook bezig met erfdienstbaarheden, zoals het transport van olie, gas en aanverwante koolwaterstoffen, erfdienstbaarheden voor elektriciteitskabels en nutsvoorzieningen en erfdienstbaarheden voor ondergrondse putten.
Texas Pacific Land Corporation Samenvatting
| TPL fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$25.17b |
| Inkomsten(TTM) | US$541.42m |
| Inkomsten(TTM) | US$897.54m |
43.7x
Koers/Winstverhouding26.3x
P/S-verhoudingIs TPL overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| TPL resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$897.54m |
| Kosten van inkomsten | US$59.81m |
| Brutowinst | US$837.73m |
| Overige uitgaven | US$296.32m |
| Inkomsten | US$541.42m |
Laatst gerapporteerde inkomsten
Jun 30, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 7.85 |
| Brutomarge | 93.34% |
| Nettowinstmarge | 60.32% |
| Schuld/Eigen Vermogen Verhouding | 0% |
Hoe presteerde TPL op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
0.7%
Huidig dividendrendement29%
UitbetalingsratioBetaalt TPL een betrouwbaar dividend?
Zie TPL dividendgeschiedenis en benchmarks| Texas Pacific Land dividenddata | |
|---|---|
| Ex Dividend Datum | Sep 01 2026 |
| Betaaldatum dividend | Sep 15 2026 |
| Dagen tot Ex-dividend | 19 days |
| Dagen tot dividendbetaaldatum | 33 days |
Betaalt TPL een betrouwbaar dividend?
Zie TPL dividendgeschiedenis en benchmarksBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/12 08:13 |
| Aandelenkoers aan het einde van de dag | 2026/08/12 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Texas Pacific Land Corporation wordt gevolgd door 3 analisten. 1 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Hamed Khorsand | BWS Financial Inc. |
| Timothy Rezvan | KeyBanc Capital Markets Inc. |
| Michael Scialla | Stifel, Equities Research |