Texas Pacific Land Corporation

NYSE:TPL Stok Raporu

Piyasa değeri: US$27.7b

Texas Pacific Land Gelecekteki Büyüme

Future kriter kontrolleri 2/6

Texas Pacific Land kazanç ve gelirinin sırasıyla yıllık 16.1% ve 15% oranında artması tahmin edilirken, EPS'nin yıllık 17.8% oranında büyümesi bekleniyor.

Anahtar bilgiler

16.1%

Kazanç büyüme oranı

17.81%

EPS büyüme oranı

Oil and Gas kazanç büyümesi11.3%
Gelir büyüme oranı15.0%
Gelecekteki özkaynak getirisin/a
Analist kapsamı

Low

Son güncelleme19 May 2026

Gelecekteki son büyüme güncellemeleri

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 Alpha
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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).
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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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Yeni Anlatı • 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

Kazanç ve Gelir Büyüme Tahminleri

NYSE:TPL - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20271,1016747027821
12/31/20269956046136831
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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: TPL 'nin tahmini kazanç büyümesi (yıllık 16.1% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: TPL şirketinin kazançlarının (yıllık 16.1% ) US pazarından (yıllık 16.8% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: TPL şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: TPL şirketinin gelirinin (yıllık 15% ) US pazarından (yıllık 11.7% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: TPL şirketinin gelirinin (yıllık 15% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: TPL 'un Özsermaye Getirisi'nin 3 yıl içinde yüksek olmasının öngörülüp öngörülmediğini belirlemek için yeterli veri yok

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/24 06:31
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Texas Pacific Land Corporation 3 Bu analistlerden 1, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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