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Texas Pacific Land Corporation
TPL
NYSE·Energy·Oil & Gas Exploration & Production·Mkt cap $28.6B
$407.20
▼ -1.88%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$269.23 - $547.20
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 16.1% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Massive diversified land portfolio of 880,000 acres providing multiple revenue streams and long-term asset value
- Established oil and gas royalty interests generating passive income with minimal operating costs
- Strategic position in the Permian Basin with integrated water services addressing critical operator needs
- 135+ year operating history and deep Texas roots providing regulatory relationships and operational expertise
Bear Case
2 risks
- Low volatility (beta 0.6).
- Extreme premium - high expectations embedded
Growth
Moderate growth ahead
Increased Permian Basin drilling activity driving higher royalty revenues and water services demand
Value
Extreme premium - high expectations embedded
Momentum
Weak
-6.6% over 3m
Quality
Excellent
Excellent business quality
Dividend
Modest
0.55% yield
Smart-money signal
Who's buying TPL right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: May 5, 2026
MAY 6, 2026
Reported EPS of $2.07 vs $2.03 consensus (+2.0% surprise). Revenue of $236.8M vs $233.0M expected (+1.6%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+2.0%
Next: May 5, 2026
Revenue trend · last 8Q
—
—
+11%
+13%
+9%
+17%
+14%
+21%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$172.3M
$173.6M
$185.8M
$196.0M
$187.5M
$203.1M
$211.6M
$236.8M
Margins · last 8Q
Gross
82.1%
Operating
77.0%
Profit
60.3%
Wall Street consensus
1 analyst · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: KeyBanc · $639.00 · Feb 23, 2026
vs Industry
How TPL stacks vs Oil & Gas Exploration & Production
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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