Texas Pacific Land (TPL) Aktievy
Texas Pacific Land Corporation bedriver verksamhet inom mark- och resursförvaltning samt vattentjänster och vattenverksamhet. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 0/6 |
| Framtida tillväxt | 2/6 |
| Tidigare resultat | 3/6 |
| Finansiell hälsa | 6/6 |
| Utdelningar | 0/6 |
TPL Community Fair Values
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Analyst Price Targets
Texas Pacific Land Corporation Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$402.03 |
| 52 veckors högsta | US$547.20 |
| 52 veckors lägsta | US$269.23 |
| Beta | 0.68 |
| 1 månads förändring | -8.53% |
| 3 månaders förändring | -19.57% |
| 1 års förändring | -5.21% |
| 3 års förändring | 175.15% |
| 5 års förändring | 149.00% |
| Förändring sedan börsintroduktionen | 571,208.80% |
Senaste nyheter och uppdateringar
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
Uppdatering av berättelse • 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).Recent updates
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 AlphaUppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Analysartikel • 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...Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Ny berättelse • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaAktieägarnas avkastning
| TPL | US Oil and Gas | US Marknad | |
|---|---|---|---|
| 7D | 4.4% | -0.6% | 1.0% |
| 1Y | -5.2% | 37.4% | 28.7% |
Avkastning vs industri: TPL presterade sämre än US Oil and Gas branschen som gav 37.4 % under det senaste året.
Avkastning vs Marknaden: TPL presterade sämre än US marknaden som gav 28.7 % under det senaste året.
Prisvolatilitet
| TPL volatility | |
|---|---|
| TPL Average Weekly Movement | 7.2% |
| Oil and Gas Industry Average Movement | 6.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Stabil aktiekurs: TPL har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: TPL s veckovolatilitet ( 7% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1888 | 114 | Tyler Glover | www.texaspacific.com |
Texas Pacific Land Corporation bedriver verksamhet inom mark- och resursförvaltning samt vattentjänster och vattenverksamhet. Segmentet Land and Resource Management förvaltar markområden samt olje- och gasroyaltyintressen i Permian Basin. Segmentet bedriver också servitutsverksamhet, såsom transport av olja, gas och relaterade kolväten, kraftledningar och andra nyttigheter samt servitut för borrhål under markytan.
Texas Pacific Land Corporation Sammanfattning av grunderna
| TPL grundläggande statistik | |
|---|---|
| Börsvärde | US$27.38b |
| Vinst(TTM) | US$503.63m |
| Intäkter(TTM) | US$839.03m |
55.1x
P/E-förhållande33.1x
P/S-förhållandeÄr TPL övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| TPL resultaträkning (TTM) | |
|---|---|
| Intäkter | US$839.03m |
| Kostnad för intäkter | US$56.69m |
| Bruttovinst | US$782.34m |
| Övriga kostnader | US$278.71m |
| Intäkter | US$503.63m |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 7.30 |
| Bruttomarginal | 93.24% |
| Nettovinstmarginal | 60.03% |
| Skuld/egenkapitalförhållande | 0% |
Hur har TPL utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
0.6%
Aktuell utdelningsavkastning30%
UtbetalningskvotGer TPL en tillförlitlig utdelning?
Se TPL utdelningshistorik och jämförelsetal| Texas Pacific Land datum för utdelning | |
|---|---|
| Ex utdelningsdag | Jun 01 2026 |
| Utbetalningsdag för utdelning | Jun 15 2026 |
| Dagar till Ex-utdelning | 8 days |
| Dagar till utdelningsdag | 22 days |
Ger TPL en tillförlitlig utdelning?
Se TPL utdelningshistorik och jämförelsetalFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/22 17:43 |
| Aktiekurs vid dagens slut | 2026/05/22 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Texas Pacific Land Corporation bevakas av 3 analytiker. 1 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Hamed Khorsand | BWS Financial Inc. |
| Timothy Rezvan | KeyBanc Capital Markets Inc. |
| Michael Scialla | Stifel, Equities Research |