LandBridge (NYSE:LB) Stock Price Up 13% Following Dividend Announcement

LandBridge Company LLC (NYSE:LB)’s stock price rose 13% during mid-day trading on Thursday after the company announced a dividend. The stock traded as high as $73.81 and last traded at $73.9560. Approximately 128,595 shares traded hands during trading, a decline of 76% from the average daily volume of 529,035 shares. The stock had previously closed at $65.47.

The newly announced dividend which will be paid on Thursday, March 19th. Investors of record on Thursday, March 5th will be paid a $0.12 dividend. This is an increase from LandBridge’s previous quarterly dividend of $0.10. The ex-dividend date is Thursday, March 5th. This represents a $0.48 dividend on an annualized basis and a yield of 0.6%. LandBridge’s dividend payout ratio (DPR) is currently 57.14%.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on LB shares. Zacks Research cut shares of LandBridge from a “strong-buy” rating to a “strong sell” rating in a report on Friday, January 23rd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of LandBridge in a research report on Friday, January 9th. Janney Montgomery Scott cut LandBridge from a “buy” rating to a “neutral” rating in a report on Thursday, November 13th. UBS Group restated a “neutral” rating and issued a $65.00 price target on shares of LandBridge in a research note on Monday, November 24th. Finally, Raymond James Financial cut LandBridge from a “moderate buy” rating to a “strong sell” rating in a research report on Friday, December 5th. Three investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $73.33.

LandBridge Trading Up 13.4%

The stock has a market capitalization of $5.78 billion, a P/E ratio of 106.06 and a beta of 0.43. 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 business has a 50-day moving average price of $56.97 and a two-hundred day moving average price of $56.71.

LandBridge News Roundup

Here are the key news stories impacting LandBridge this week:

• Positive Sentiment: Company reported strong Q4 and FY2025 results — revenue of $56.8M (+56% YoY), net income of $18.2M, adjusted EBITDA of $51.1M (+61% YoY) and healthy margins. These results show robust top-line growth and margin expansion that help justify a higher multiple. LandBridge Announces Fourth Quarter and Fiscal Year 2025 Results
• Positive Sentiment: Reported results also topped consensus on key metrics (revenue and EPS), reinforcing the upside surprise narrative that likely drove buying interest. Earnings details and transcript
• Positive Sentiment: Board authorized a $50.0M share repurchase program (up to ~1% of shares) — a sign management believes shares are undervalued and a direct mechanism to support EPS/price. RTT News on buyback
• Positive Sentiment: Dividend increased 20% to $0.12 per share quarterly (annualized yield ~0.6%); ex-dividend March 5 and payable March 19 — signals cashflow strength and returns to shareholders. (Company press reports)
• Positive Sentiment: Investor presentation and earnings call slides expand on strategy and operating drivers behind the beat — useful for investors assessing sustainability of growth and margins. Earnings call presentation Call highlights

LandBridge announced that its board has initiated a stock buyback program on Wednesday, February 25th that permits the company to buyback $50.00 million in outstanding shares. This buyback authorization permits the company to reacquire up to 1% of its stock through open market purchases. Stock buyback programs are often a sign that the company’s management believes its stock is undervalued.

Insider Buying and Selling

In other news, insider Harrison Fenner Bolling acquired 850 shares of the stock in a transaction on Monday, January 5th. The stock was acquired at an average cost of $46.84 per share, for a total transaction of $39,814.00. Following the completion of the transaction, the insider directly owned 66,874 shares in the company, valued at approximately $3,132,378.16. This trade represents 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 LandBridge stock in a transaction on Monday, January 5th. The stock was acquired at an average cost of $46.59 per share, for a total transaction of $99,842.37. Following the acquisition, the insider owned 223,546 shares in the company, valued at approximately $10,415,008.14. This represents a 0.97% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders purchased 3,542 shares of company stock worth $164,630 over the last three months. 70.42% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of LB. First Manhattan CO. LLC. raised its stake in LandBridge by 24.0% during the fourth quarter. First Manhattan CO. LLC. now owns 6,861,939 shares of the company’s stock worth $338,714,000 after acquiring an additional 1,330,099 shares in the last quarter. Vanguard Group Inc. grew its holdings in shares of LandBridge by 8.7% during the 3rd quarter. Vanguard Group Inc. now owns 854,767 shares of the company’s stock valued at $45,602,000 after purchasing an additional 68,343 shares during the last quarter. William Blair Investment Management LLC acquired a new position in LandBridge during the 4th quarter worth approximately $33,817,000. Hood River Capital Management LLC increased its position in LandBridge by 4.4% during the 2nd quarter. Hood River Capital Management LLC now owns 669,678 shares of the company’s stock worth $45,257,000 after purchasing an additional 28,333 shares in the last quarter. Finally, Schwartz Investment Counsel Inc. lifted its stake in LandBridge by 2.3% in the 4th quarter. Schwartz Investment Counsel Inc. now owns 592,891 shares of the company’s stock valued at $29,046,000 after purchasing an additional 13,128 shares during the last quarter.

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.