Aberdeen Group plc Boosts Stock Position in Texas Pacific Land Corporation $TPL

Aberdeen Group plc lifted its position in Texas Pacific Land Corporation (NYSE:TPL) by 188.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 46,188 shares of the financial services provider’s stock after buying an additional 30,182 shares during the quarter. Aberdeen Group plc owned approximately 0.07% of Texas Pacific Land worth $13,266,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. boosted its position in Texas Pacific Land by 7.9% in the 3rd quarter. Vanguard Group Inc. now owns 2,581,228 shares of the financial services provider’s stock valued at $2,409,938,000 after buying an additional 189,842 shares during the period. Danske Bank A S purchased a new position in Texas Pacific Land in the 3rd quarter valued at approximately $52,606,000. Blue Trust Inc. increased its stake in shares of Texas Pacific Land by 171.4% during the fourth quarter. Blue Trust Inc. now owns 79,108 shares of the financial services provider’s stock worth $22,721,000 after buying an additional 49,955 shares during the period. AQR Capital Management LLC increased its stake in shares of Texas Pacific Land by 65.1% during the third quarter. AQR Capital Management LLC now owns 90,589 shares of the financial services provider’s stock worth $84,578,000 after buying an additional 35,716 shares during the period. Finally, Bank of America Corp DE increased its stake in shares of Texas Pacific Land by 100.4% during the third quarter. Bank of America Corp DE now owns 62,723 shares of the financial services provider’s stock worth $58,561,000 after buying an additional 31,417 shares during the period. Hedge funds and other institutional investors own 59.94% of the company’s stock.

Texas Pacific Land Price Performance

NYSE TPL opened at $447.81 on Wednesday. The firm’s fifty day moving average price is $468.19 and its 200 day moving average price is $364.77. The company has a market capitalization of $30.87 billion, a price-to-earnings ratio of 64.19 and a beta of 0.76. Texas Pacific Land Corporation has a 12 month low of $269.23 and a 12 month high of $547.20.

Texas Pacific Land (NYSE:TPL) last issued its quarterly earnings data on Wednesday, February 18th. The financial services provider reported $1.79 earnings per share for the quarter, beating analysts’ consensus estimates 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 company also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Shareholders of record on Monday, March 2nd were 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 yield of 0.5%. The ex-dividend date was Monday, March 2nd. Texas Pacific Land’s dividend payout ratio (DPR) is presently 34.38%.

Insider Buying and Selling

In other Texas Pacific Land news, CAO Stephanie Buffington sold 1,608 shares of the business’s stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $503.00, for a total value of $808,824.00. Following the completion of the sale, the chief accounting officer owned 2,133 shares in the company, valued at approximately $1,072,899. The trade was a 42.98% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Donna E. Epps purchased 895 shares of the stock in a transaction that occurred on Wednesday, February 25th. The shares were bought at an average cost of $510.45 per share, for a total transaction of $456,852.75. Following the acquisition, the director owned 2,921 shares of the company’s stock, valued at approximately $1,491,024.45. The trade was a 44.18% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 6.90% of the stock is currently owned by insiders.

Key Texas Pacific Land News

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

• Positive Sentiment: KeyCorp sharply raised EPS estimates across multiple quarters and bumped FY2026 and FY2027 forecasts (FY2026 to $9.27 from $7.83; FY2027 to $10.24) and lifted Q1–Q4 individual quarter forecasts — signaling stronger earnings outlook and keeping an Overweight rating with a $639 price target. This is a significant fundamental upside driver for TPL.
• Neutral Sentiment: Jim Cramer highlighted TPL as one of the S&P 500’s top Q1 performers but also noted recent short-term weakness, a mention that raises visibility but is ambiguous for immediate price direction. Read More.
• Negative Sentiment: A Seeking Alpha piece raised questions about the company (“Something Doesn’t Add Up”), highlighting risks or potential concerns that can amplify investor caution and trigger short-term selling pressure. Read More.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on the stock. Weiss Ratings restated a “hold (c)” rating on shares of Texas Pacific Land in a research note on Friday, March 27th. Wall Street Zen upgraded shares of Texas Pacific Land from a “sell” rating to a “hold” rating in a research note on Sunday, March 15th. Finally, KeyCorp upped their target price on shares of Texas Pacific Land from $350.00 to $639.00 and gave the stock an “overweight” rating in a research note on Monday, February 23rd. One investment analyst has rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $639.00.

About Texas Pacific Land

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.