LandBridge (NYSE:LB) Trading 9.1% Higher Following Insider Buying Activity

Shares of LandBridge Company LLC (NYSE:LB) traded up 9.1% on Thursday following insider buying activity. The stock traded as high as $48.32 and last traded at $48.2250. 466,006 shares were traded during mid-day trading, a decline of 20% from the average session volume of 582,686 shares. The stock had previously closed at $44.20.

Specifically, insider Harrison Fenner Bolling acquired 850 shares of the business’s stock in a transaction on Monday, January 5th. The stock was bought at an average price of $46.84 per share, for a total transaction of $39,814.00. Following the acquisition, the insider owned 66,874 shares in the company, valued at approximately $3,132,378.16. The trade was a 1.29% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Jason Thomas Long bought 2,143 shares of the stock in a transaction dated Monday, January 5th. The shares were bought at an average price of $46.59 per share, for a total transaction of $99,842.37. Following the completion of the acquisition, the insider owned 223,546 shares in the company, valued at approximately $10,415,008.14. The trade was a 0.97% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing.

Analyst Ratings Changes

Several research firms recently commented on LB. Piper Sandler increased their price target on LandBridge from $55.00 to $65.00 and gave the company a “neutral” rating in a report on Monday, November 24th. Janney Montgomery Scott downgraded LandBridge from a “buy” rating to a “neutral” rating in a research note on Thursday, November 13th. UBS Group reiterated a “neutral” rating and set a $65.00 price target on shares of LandBridge in a report on Monday, November 24th. Barclays dropped their price objective on shares of LandBridge from $66.00 to $57.00 and set an “equal weight” rating for the company in a report on Tuesday, October 14th. Finally, Raymond James Financial downgraded shares of LandBridge from a “moderate buy” rating to a “strong sell” rating in a research note on Friday, December 5th. One investment analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $73.33.

Key Headlines Impacting LandBridge

Here are the key news stories impacting LandBridge this week:

• Positive Sentiment: Several insiders bought shares this week, signaling management confidence: Jason Thomas Long purchased 2,143 shares (~$46.59 avg). Jason Long SEC Filing
• Positive Sentiment: Harrison Fenner Bolling acquired 850 shares (~$46.84 avg), modestly increasing his position. Harrison Bolling SEC Filing
• Positive Sentiment: Scott Lloyd McNeely purchased 549 shares (~$45.49 avg), a small but visible insider buy. Scott McNeely SEC Filing
• Positive Sentiment: Zacks Research upgraded LB from “hold” to “strong-buy,” which can attract momentum buyers and short-covering. Zacks Upgrade
• Neutral Sentiment: LandBridge pays a modest quarterly dividend ($0.10 per quarter, ~$0.40 annualized, ≈0.9% yield) — supportive for income investors but not a major catalyst. MarketBeat Profile
• Neutral Sentiment: Recent institutional activity shows position changes among large holders (Vanguard, UBS, Raymond James), but flows reported so far are incremental and not decisively directional. Institutional Activity
• Negative Sentiment: Fundamental headwind — last reported quarter missed EPS (reported $0.26 vs. $0.70 consensus), which remains a meaningful concern for valuation and earnings-driven investors. Earnings Detail
• Negative Sentiment: Sell-side sentiment is mixed: several downgrades and target cuts (including a Raymond James downgrade) keep the consensus at “Hold,” limiting upside from the upgrade and insider buys. Analyst Coverage

LandBridge Stock Up 6.6%

The stock has a market capitalization of $3.67 billion, a price-to-earnings ratio of 67.31 and a beta of 0.43. The business has a 50-day moving average of $57.67 and a 200-day moving average of $56.68. The company has a debt-to-equity ratio of 0.52, a quick ratio of 4.15 and a current ratio of 4.15.

LandBridge (NYSE:LB) last announced 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). LandBridge had a return on equity of 4.63% and a net margin of 13.72%.The company had revenue of $50.83 million for the quarter, compared to analysts’ expectations of $49.13 million. On average, sell-side analysts expect that LandBridge Company LLC will post 0.99 EPS for the current year.

LandBridge Dividend Announcement

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

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the company. NewEdge Advisors LLC grew its stake in shares of LandBridge by 110.6% in the second quarter. NewEdge Advisors LLC now owns 398 shares of the company’s stock valued at $27,000 after buying an additional 209 shares in the last quarter. Aquatic Capital Management LLC acquired a new position in LandBridge during the 3rd quarter worth about $63,000. Jones Financial Companies Lllp boosted its holdings in LandBridge by 805.9% during the 3rd quarter. Jones Financial Companies Lllp now owns 1,232 shares of the company’s stock valued at $67,000 after acquiring an additional 1,096 shares during the period. Comerica Bank grew its position in LandBridge by 13.6% in the 3rd quarter. Comerica Bank now owns 1,369 shares of the company’s stock valued at $73,000 after acquiring an additional 164 shares in the last quarter. Finally, Harbor Investment Advisory LLC purchased a new stake in LandBridge during the fourth quarter worth about $75,000.

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. The company was founded in 2021 and is based in Houston, Texas. LandBridge Company LLC operates as a subsidiary of LandBridge Holdings LLC.