Texas Pacific Land Corporation

3 days ago · zacks.com

Record royalty production and rising water disposal demand may boost TPL's Q3 results, but weaker water sales could offset some gains.

5 days ago · zacks.com

TPL's $42.5 million land sale, long-term payments and exclusive water rights offer fresh revenue potential as the company explores opportunities beyond oilfields.

13 days ago · seekingalpha.com

Texas Pacific Land (TPL) is upgraded from Hold to Buy, reflecting a compelling intersection of oil, AI infrastructure, and hard asset narratives. TPL posted record Q2 2026 results: $246.1M revenue, $153.9M net income, 88% EBITDA margin, and nearly 50% higher net income per quarter versus 2023. Despite a 35% pullback from its 52-week high, TPL's per-acre valuation is now attractive relative to LandBridge, even after adjusting for royalty assumptions.

21 days ago · seekingalpha.com

LandBridge and Texas Pacific Land comprise 31% of my portfolio, capturing the AI buildout and U.S. oil/water megatrends. Both LB and TPL own vast West Texas acreage, positioning them to benefit from data center expansion and critical water infrastructure bottlenecks. TPL and LB are progressing on multi-gigawatt data center deals, with behind-the-meter solutions and growing water royalties driving future upside.

25 days ago · businesswire.com

DALLAS--(BUSINESS WIRE)--Texas Pacific Land Corporation Sets Dates for Third Quarter 2026 Earnings Release and Conference Call.

1 month ago · gurufocus.com

On October 01, 2026, Texas Pacific Land Corp (TPL) shares rose 3.3% to $336.46, reflecting a 52-week range that has seen a high of $547.20 and a low of $269.23.

2 months ago · seekingalpha.com

My portfolio is highly concentrated, with 40% in Old Dominion Freight Line, Texas Pacific Land, and LandBridge, reflecting high-conviction investing. ODFL offers unique LTL logistics, a pristine balance sheet, and real estate advantages, while TPL and LB provide exposure to Permian water, surface rights, and emerging AI data center trends. Both TPL and LB are shifting from traditional energy royalties to secular growth in water management and potential multi-decade data center cash flows, though execution risk remains.

2 months ago · seekingalpha.com

Texas Pacific Land Corporation delivered record Q2 2026 revenue, net income, and free cash flow, driven by robust oil, gas, and water royalties. A recent Texas moratorium on new data center grid connections threatens up to 20% of the U.S. pipeline, impacting land and infrastructure demand. The Company's strategic positioning in the Midland region and its water royalty and desalination operations provide diversified exposure to energy and data center trends.

3 months ago · seekingalpha.com

Texas Pacific Land Corporation delivered a record quarter, but results were driven by a transitory oil price spike rather than sustainable volume growth. TPL maintains industry-leading margins, free cash flow, and return metrics, but its valuation is elevated with a GAAP P/E of 44.7 and EV/EBITDA of 32.28. The company is fully unhedged, highly sensitive to oil price swings, and concentrated in the Permian Basin, amplifying both upside and downside risks.

3 months ago · seekingalpha.com

Texas Pacific Land Corporation (TPL) Q2 2026 Earnings Call Transcript