Rep. Gilbert Ray Cisneros, Jr. Purchases Shares of LandBridge Company LLC (NYSE:LB)

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of LandBridge Company LLC (NYSE:LB). In a filing disclosed on December 15th, the Representative disclosed that they had bought between $50,001 and $100,000 in LandBridge stock on November 20th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > WELLS FARGO ADVISORS” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Spotify Technology (NYSE:SPOT) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOGL) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of First Watch Restaurant Group (NASDAQ:FWRG) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of TKO Group (NYSE:TKO) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of RBC Bearings (NYSE:RBC) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Stifel Financial (NYSE:SF) on 11/24/2025.
• Purchased $1,001 – $15,000 in shares of Logan Energy (CVE:LGN) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Primoris Services (NASDAQ:PRIM) on 11/24/2025.
• Purchased $15,001 – $50,000 in shares of LandBridge (NYSE:LB) on 11/21/2025.
• Purchased $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 11/20/2025.

LandBridge Trading Down 3.5%

Shares of NYSE LB opened at $50.49 on Wednesday. LandBridge Company LLC has a 12-month low of $48.55 and a 12-month high of $87.60. The company has a market cap of $3.93 billion, a price-to-earnings ratio of 72.13 and a beta of 0.25. The company has a current ratio of 4.15, a quick ratio of 4.15 and a debt-to-equity ratio of 0.52. The stock’s 50 day simple moving average is $59.52 and its 200 day simple moving average is $59.05.

LandBridge (NYSE:LB) last issued its earnings results on Wednesday, November 12th. The company reported $0.26 earnings per share for the quarter, missing the consensus estimate of $0.70 by ($0.44). The company had revenue of $50.83 million during the quarter, compared to analyst estimates of $49.13 million. LandBridge had a return on equity of 4.63% and a net margin of 13.72%. Equities research analysts expect that LandBridge Company LLC will post 0.99 EPS for the current year.

LandBridge Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 18th. Investors of record on Thursday, December 4th will be issued a $0.10 dividend. The ex-dividend date of this dividend is Thursday, December 4th. This represents a $0.40 annualized dividend and a dividend yield of 0.8%. LandBridge’s dividend payout ratio (DPR) is 57.14%.

Insider Buying and Selling at LandBridge

In related news, Director Point Energy Fund Aiv- Five II sold 2,500,000 shares of the stock in a transaction on Tuesday, November 18th. The stock was sold at an average price of $70.00, for a total value of $175,000,000.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 70.42% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of research firms recently weighed in on LB. Zacks Research raised shares of LandBridge from a “strong sell” rating to a “hold” rating in a report on Monday, November 10th. UBS Group restated a “neutral” rating and issued a $65.00 target price on shares of LandBridge in a research report on Monday, November 24th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of LandBridge in a report on Tuesday, October 14th. Barclays reduced their price objective on LandBridge from $66.00 to $57.00 and set an “equal weight” rating for the company in a research report on Tuesday, October 14th. Finally, Wells Fargo & Company lowered their target price on LandBridge from $91.00 to $90.00 and set an “overweight” rating on the stock in a research report on Wednesday, November 26th. Three research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, LandBridge has an average rating of “Hold” and a consensus target price of $73.33.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the stock. T. Rowe Price Investment Management Inc. increased its holdings in shares of LandBridge by 5,290.4% in the first quarter. T. Rowe Price Investment Management Inc. now owns 1,193,279 shares of the company’s stock valued at $85,845,000 after buying an additional 1,171,142 shares in the last quarter. Cortland Associates Inc. MO boosted its stake in shares of LandBridge by 172.0% during the 3rd quarter. Cortland Associates Inc. MO now owns 412,443 shares of the company’s stock worth $22,004,000 after acquiring an additional 260,812 shares in the last quarter. UBS Group AG grew its holdings in shares of LandBridge by 88.6% in the 3rd quarter. UBS Group AG now owns 426,156 shares of the company’s stock worth $22,735,000 after acquiring an additional 200,231 shares during the last quarter. HITE Hedge Asset Management LLC acquired a new stake in shares of LandBridge during the first quarter worth $9,441,000. Finally, Vanguard Group Inc. raised its position in shares of LandBridge by 17.1% during the first quarter. Vanguard Group Inc. now owns 697,748 shares of the company’s stock worth $50,196,000 after purchasing an additional 102,085 shares during the period.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

LandBridge Company Profile

LandBridge Company LLC owns and manages land and resources to support and enhance oil and natural gas development in the United States. It owns surface acres in and around the Delaware Basin in Texas and New Mexico. The company holds a portfolio of oil and gas royalties. It also sells brackish water and other surface composite materials.