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TPL Overview

-
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

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High
405.790
Open
395.580
VWAP
396.74
Vol
395.48K
Mkt Cap
27.19B
Low
390.220
Amount
156.90M
EV/EBITDA(TTM)
39.59
Total Shares
68.97M
EV
27.28B
EV/OCF(TTM)
49.49
P/S(TTM)
32.83
Texas Pacific Land Corporation is the landowner in the State of Texas with approximately 882,000 surface acres of land, principally concentrated in the Permian Basin. Its segments include Land and Resource Management and Water Services and Operations. The Land and Resource Management segment focuses on managing Company’s oil and gas royalty interest and surface acres located in 19 different countries. The Land and Resource Management segment encompasses the business of managing its approximately 882,000 surface acres of land and its approximately 207,000 NRA of oil and gas royalty interests, principally concentrated in the Permian Basin. This segment consists of royalties from oil and gas, revenues from easements, commercial leases and renewables, and land and material sales. The Water Services and Operations segment encompasses the business of providing a full-service water offering to operators in the Permian Basin. Its services include water sourcing and produced water disposal.
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Events Timeline

(ET)
2026-05-06
16:40:00
Q1 Revenue Reaches $236.82M, Exceeds Consensus
select
2026-04-10 (ET)
2026-04-10
10:00:00
Super Micro Gains $1.93 to $25.15
select
2026-04-09 (ET)
2026-04-09
12:10:00
Texas Pacific Land Shares Down 15.2%
select
2026-02-23 (ET)
2026-02-23
10:00:00
Texas Pacific Land Trust Rises $37.50 to $537.38
select
2026-02-18 (ET)
2026-02-18
16:20:00
Company Declares Quarterly Cash Dividend of 60 Cents per Share
select
2026-02-18
16:20:00
TPL Q4 Revenue $211.58M, Below Consensus
select
2025-12-17 (ET)
2025-12-17
10:00:00
Jabil Circuit Stock Rises $16.30 to $228.86
select
2025-12-17
07:10:00
Texas Pacific Land Enters Strategic Agreement with Bolt Data & Energy
select

News

NASDAQ.COM
2.0
05-08NASDAQ.COM
The Importance of Market Capitalization for Investors
  • Market Capitalization Comparison: Live Nation Entertainment Inc (LYV) has a market cap of $38.97 billion compared to Texas Pacific Land Corp (TPL) at $27.51 billion, illustrating LYV's relative value in the market and aiding investors in making accurate company value comparisons.
  • Investor Misconceptions: Many beginners mistakenly believe that a higher stock price indicates a higher company value, but market capitalization provides a more realistic assessment of company value, helping investors make more informed decisions.
  • Impact of Company Size: Market capitalization determines a company's size tier among peers, which directly influences which mutual funds and ETFs are willing to hold the stock, particularly as large funds tend to favor companies with market caps over $10 billion.
  • Market Performance Analysis: As of Friday's close, LYV is down about 1.6% while TPL is off about 1%, reflecting differing market reactions to these companies and further emphasizing the importance of market capitalization in investment decisions.
seekingalpha
9.5
05-07seekingalpha
Texas Pacific Land Corporation Q1 2026 Earnings Highlights
  • Record Financial Performance: Texas Pacific Land Corporation reported approximately $237 million in total revenue for Q1 2026, marking a 21% year-over-year increase, which underscores the company's strong performance in oil and gas royalty revenues and solidifies its leadership position in the industry.
  • Free Cash Flow Growth: The company generated $136 million in free cash flow, reflecting its profitability in a high oil price environment, with management emphasizing that their unhedged commodity position allows them to fully benefit from rising oil prices, which is expected to drive future investment opportunities.
  • Land Sale Agreement: TPL entered into an agreement to sell a small section of land for $43 million, structured into annual payments over 20 years, which not only provides stable cash flow but also lays the groundwork for future water supply agreements related to the project.
  • Desalination Facility Progress: The company’s Phase 2b desalination facility is nearing completion, with expectations to begin processing inlet water in the coming weeks, and management indicated that the success of this project could open new commercial opportunities in water resource management.
Yahoo Finance
2.0
05-02Yahoo Finance
Analysis of Companies with Strong Cash Flow
  • Hudson Technologies Decline: Hudson Technologies has a net cash position of $34.17 million, representing 12.9% of its market cap, yet its sales have declined by an average of 7.6% annually over the past two years, indicating adverse market trends, while its earnings per share have fallen by 39.1% annually, suggesting deteriorating profitability.
  • ResMed's Sustained Growth: ResMed boasts a net cash position of $817.3 million, or 2.6% of its market cap, with constant currency growth averaging 9.1% over the past two years, demonstrating its ability to expand globally, and its earnings per share have increased by 15.2% annually, indicating strong profitability.
  • Texas Pacific Land's Asset Strength: Texas Pacific Land holds a net cash position of $127 million, accounting for 0.4% of its market cap, with annual revenue growth of 26.2% over the last decade, reflecting increased market share, and a gross margin of 95% highlights its superior unit economics.
  • Investment Flexibility: All three companies possess strong cash flows, with Hudson Technologies facing challenges, while ResMed and Texas Pacific Land show promising growth potential, allowing them to leverage their cash flows for investments or share buybacks.
CNBC
2.0
05-01CNBC
Analysis of Upcoming U.S. Jobs Report Outlook
  • Job Market Expectations: According to FactSet consensus estimates, the U.S. is expected to add only 50,000 jobs in April, significantly lower than March's 178,000, indicating signs of economic slowdown that could impact investor confidence.
  • Unemployment Rate Stability: The unemployment rate is anticipated to remain steady at 4.3%, suggesting that despite the decrease in job additions, the labor market remains relatively stable, potentially alleviating fears of an economic downturn.
  • GDP Growth Situation: The U.S. GDP grew at a seasonally adjusted annualized rate of 2% in the first quarter, higher than the fourth quarter's 0.5% but below the 2.2% estimate, reflecting economic sluggishness that may influence future monetary policy decisions.
  • Market Volatility: Despite a strong performance in April, with the S&P 500 and Nasdaq hitting record highs, investors should remain cautious of the upcoming
CNBC
4.5
04-16CNBC
S&P 500 and Nasdaq Hit Record Highs Amid Market Rally
  • Record Market Performance: The S&P 500 closed at a record high on Thursday, rising 3% over three days and 7.6% since early April, indicating strong market confidence and a rebound in investor sentiment.
  • Nasdaq's Strong Rebound: The Nasdaq Composite also reached a new high, up nearly 5% in three days and 11.2% in April, marking 11 consecutive days of gains, reflecting robust performance in tech stocks and optimistic market expectations for future growth.
  • Big Tech Rotation: Microsoft's stock jumped 4.6% on Wednesday without a clear reason, but it has risen 11% in April, showing sustained investor interest in tech; Tesla also rose 12% in three days, indicating strong confidence in these companies.
  • Decreased Volatility: The Cboe Volatility Index has dropped nearly 30% in April, linked to S&P 500 index options activity, suggesting a stabilization in market sentiment and reduced investor concerns about future market fluctuations.
CNBC
2.0
04-15CNBC
Increased Uncertainty in Energy Markets Amid War
  • Strait of Hormuz Situation: The U.S. blockade of Iranian ports in the Strait of Hormuz has led to heightened uncertainty in the oil market, as any attack could cause oil prices to soar, reflecting the precarious nature of current geopolitical tensions.
  • Pipeline Developments: The construction of backup pipelines by Saudi Arabia and the UAE has halved the flow of shipborne oil through the Strait, with Saudi's capacity at 7 million barrels per day and UAE's at 1.5 million, reducing reliance on this critical chokepoint.
  • Focus on Energy Security: Investors are advised to concentrate on companies enhancing energy security, such as GE Vernova, whose stock has surged 51%, indicating strong market confidence in its long-term growth potential amidst ongoing uncertainties.
  • Optimism for Pipeline Companies: Kinder Morgan is highlighted as a top choice for oil and gas transport, boasting nearly 80,000 miles of pipeline; despite trading near all-time highs, demand for its core energy infrastructure remains robust, suggesting a favorable outlook for the sector.
Wall Street analysts forecast TPL stock price to rise
1 Analyst Rating
Wall Street analysts forecast TPL stock price to rise
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
1050
Averages
1050
High
1050
Current: 0.000
sliders
Low
1050
Averages
1050
High
1050
KeyBanc
Overweight
upgrade
$350 -> $639
AI Analysis
2026-02-23
Reason
KeyBanc
Price Target
$350 -> $639
AI Analysis
2026-02-23
upgrade
Overweight
Reason
KeyBanc raised the firm's price target on Texas Pacific Land to $639 from $350 and keeps an Overweight rating on the shares. The firm says it has observed significant positive updates on the generational power gen/data center opportunity on Texas Pacific's surface acreage since its initiation, married with strong current water segment trends. KeyBanc sees Texas Pacific as ideally positioned from a land and water perspective and believes sum-of-the-parts valuation is warranted, which suggests further upside.
KeyBanc
Overweight
initiated
$1,050
2025-12-02
Reason
KeyBanc
Price Target
$1,050
2025-12-02
initiated
Overweight
Reason
KeyBanc last night initiated coverage of Texas Pacific Land with an Overweight rating and $1,050 price target. Texas Pacific is a large owner of land and royalty interests in Texas, the analyst tells investors in a research note. The firm believes the company is emerging from its "multi-decade run as a sleepy public entity." KeyBanc says growing appreciation for the optionality and organic growth potential embedded in the "vast" west Texas market has driven the stock's rally.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for TPL
Unlock Now

Valuation Metrics

The current forward P/E ratio for Texas Pacific Land Corp (TPL.N) is 37.74, compared to its 5-year average forward P/E of 35.04. For a more detailed relative valuation and DCF analysis to assess Texas Pacific Land Corp's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
35.04
Current PE
37.74
Overvalued PE
48.91
Undervalued PE
21.18

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
25.64
Current EV/EBITDA
32.05
Overvalued EV/EBITDA
35.47
Undervalued EV/EBITDA
15.81

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
22.60
Current PS
24.61
Overvalued PS
30.75
Undervalued PS
14.44

Financials

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Whales Holding TPL

M
Mission Wealth Management, LP
Holding
TPL
+9.24%
3M Return
A
Advisory Services Network, LLC
Holding
TPL
+8.50%
3M Return
M
MGO One Seven LLC
Holding
TPL
+8.41%
3M Return
I
Inspire Investing, LLC
Holding
TPL
+8.31%
3M Return
M
Moors & Cabot, Inc.
Holding
TPL
+7.47%
3M Return
C
CW Advisors, LLC
Holding
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+7.45%
3M Return

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Frequently Asked Questions

What is Texas Pacific Land Corp (TPL) stock price today?

The current price of TPL is 394.2 USD — it has decreased -1.22

What is Texas Pacific Land Corp (TPL)'s business?

Texas Pacific Land Corporation is the landowner in the State of Texas with approximately 882,000 surface acres of land, principally concentrated in the Permian Basin. Its segments include Land and Resource Management and Water Services and Operations. The Land and Resource Management segment focuses on managing Company’s oil and gas royalty interest and surface acres located in 19 different countries. The Land and Resource Management segment encompasses the business of managing its approximately 882,000 surface acres of land and its approximately 207,000 NRA of oil and gas royalty interests, principally concentrated in the Permian Basin. This segment consists of royalties from oil and gas, revenues from easements, commercial leases and renewables, and land and material sales. The Water Services and Operations segment encompasses the business of providing a full-service water offering to operators in the Permian Basin. Its services include water sourcing and produced water disposal.

What is the price predicton of TPL Stock?

Wall Street analysts forecast TPL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TPL is1050 USD with a low forecast of 1050 USD and a high forecast of 1050 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Texas Pacific Land Corp (TPL)'s revenue for the last quarter?

Texas Pacific Land Corp revenue for the last quarter amounts to 236.82M USD, increased 20.84

What is Texas Pacific Land Corp (TPL)'s earnings per share (EPS) for the last quarter?

Texas Pacific Land Corp. EPS for the last quarter amounts to 2.07 USD, increased 18.29

How many employees does Texas Pacific Land Corp (TPL). have?

Texas Pacific Land Corp (TPL) has 114 emplpoyees as of May 09 2026.

What is Texas Pacific Land Corp (TPL) market cap?

Today TPL has the market capitalization of 27.19B USD.