Texas Pacific Land (NYSE:TPL) Reaches New 1-Year High – Time to Buy?

Texas Pacific Land Corporation (NYSE:TPL)’s share price reached a new 52-week high on Friday . The company traded as high as $491.40 and last traded at $486.3030, with a volume of 819775 shares. The stock had previously closed at $440.71.

More Texas Pacific Land News

Here are the key news stories impacting Texas Pacific Land this week:

• Positive Sentiment: Q4 results beat expectations — EPS $1.79 vs $1.73 est. and revenue $211.6M vs $204M; high net margin and ROE underline cash-generative model. Texas Pacific Land Corp (TPL) Q4 2025 Earnings Call Highlights
• Positive Sentiment: Board raised the quarterly dividend to $0.60 (12.5% increase), signaling confidence in cash flow and returning capital to shareholders. Q4 and Full-Year 2025 Results (Business Wire)
• Positive Sentiment: Company reported record water sales and flagged strategic expansion into data centers and desalination — revenue diversification that can lift margins and long‑term growth. Targets data center and desalination growth; water sales record
• Positive Sentiment: Technical momentum: relative strength rating upgrade and key benchmark achievement, which can attract momentum/technical buyers. RSI upgrade article
• Neutral Sentiment: Analyst/market writeups highlight TPL’s pivot toward data‑center opportunities (including commentary about a potential large GW-sized partnership) — positive strategic signal but still prospective. Seeking Alpha bullish thesis
• Neutral Sentiment: Company-hosted materials (earnings presentation and call transcript) are available — useful for parsing guidance and segment-level trends; watch slides/call for data-center cadence. Earnings call transcript
• Neutral Sentiment: TPL appears on broader lists of top energy performers YTD — useful context but not a direct driver of fundamentals. Top 10 E&P YTD performance
• Negative Sentiment: Valuation and strategy risk — TPL trades at a premium (P/E in the high 60s/70s) and faces an “earnings test” as it pivots toward AI/data-center initiatives; execution risk and high multiples could limit near-term upside. Investing.com: earnings test amid pivot

Analysts Set New Price Targets

Several equities analysts recently issued reports on the company. Weiss Ratings restated a “hold (c)” rating on shares of Texas Pacific Land in a research note on Monday, December 29th. Zacks Research upgraded shares of Texas Pacific Land to a “hold” rating in a research report on Wednesday, December 3rd. Finally, KeyCorp set a $350.00 price objective on shares of Texas Pacific Land and gave the company an “overweight” rating in a research report on Monday, December 1st. One research analyst has rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $350.00.

Texas Pacific Land Stock Performance

The stock has a 50 day moving average price of $339.97 and a 200 day moving average price of $317.98. The company has a market cap of $34.43 billion, a P/E ratio of 71.58 and a beta of 0.95.

Texas Pacific Land (NYSE:TPL) last posted its quarterly earnings data on Wednesday, February 18th. The financial services provider reported $1.79 earnings per share for the quarter, beating the consensus estimate of $1.73 by $0.06. Texas Pacific Land had a return on equity of 36.18% and a net margin of 60.31%.The company had revenue of $211.60 million during the quarter, compared to analysts’ expectations of $204.00 million.

Texas Pacific Land Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Monday, March 2nd will be paid a $0.60 dividend. This is an increase from Texas Pacific Land’s previous quarterly dividend of $0.53. This represents a $2.40 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend is Monday, March 2nd. Texas Pacific Land’s payout ratio is presently 30.52%.

Institutional Investors Weigh In On Texas Pacific Land

Large investors have recently bought and sold shares of the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in shares of Texas Pacific Land by 39.1% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 1,940 shares of the financial services provider’s stock worth $2,570,000 after purchasing an additional 545 shares in the last quarter. NewEdge Advisors LLC boosted its holdings in Texas Pacific Land by 74.1% in the 1st quarter. NewEdge Advisors LLC now owns 914 shares of the financial services provider’s stock worth $1,211,000 after buying an additional 389 shares during the period. Woodline Partners LP grew its stake in Texas Pacific Land by 40.8% in the 1st quarter. Woodline Partners LP now owns 1,592 shares of the financial services provider’s stock valued at $2,109,000 after buying an additional 461 shares in the last quarter. Asset Management One Co. Ltd. raised its holdings in Texas Pacific Land by 1.1% during the 2nd quarter. Asset Management One Co. Ltd. now owns 8,180 shares of the financial services provider’s stock valued at $8,641,000 after acquiring an additional 92 shares during the period. Finally, AlphaQuest LLC lifted its position in shares of Texas Pacific Land by 14,800.0% during the second quarter. AlphaQuest LLC now owns 149 shares of the financial services provider’s stock worth $157,000 after acquiring an additional 148 shares in the last quarter. 59.94% of the stock is currently owned by institutional investors and hedge funds.

Texas Pacific Land Company Profile

Texas Pacific Land Corporation (NYSE: TPL) is a Texas-based land management company that derives revenue from the ownership and stewardship of large tracts of land and associated mineral rights in West Texas. The company’s origins trace to 19th century land grants associated with the Texas and Pacific Railway; over time those grant holdings have been retained and managed as a standalone corporate asset base. Texas Pacific Land is publicly listed and operates as a landowner and resource manager rather than as a traditional oil and gas producer.

The company’s primary activities include management of surface rights and leasing of land for energy and other commercial uses, administration of mineral royalty interests, and provision of water and related services to industrial customers.