LB

LB Earnings Preview

LandBridge Company LLC · Energy · $5B

14d until earnings

LB Earnings

Wednesday, May 06 2026
EPS Estimate
$0.50
$0.47 – $0.53
Revenue Estimate
$59M
Current Price
$67.74

Data Signal Summary

2 bullish
2 bearish
Estimates down -21% Insider buying cluster Put/call 0.5 (bullish skew) Price downtrend

Key Context

Insider Activity
buying
Price Trend
downtrend
From 52w High
-5.1%
P/E Ratio
71.3
Est. Revisions (30d)
-21.1% 0up/0dn
Analyst Target (mean)
$80 $65–$98 +19%
Options P/C Ratio
0.46
Est. Dispersion
0% 1 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
moderate Citadel, Two Sigma

Recent Activity

insider trades 33 transactions
Sell · WATSON CHARLES L. (Director) ·53,350 shares ·$3,974,476
Buy · MCNEELY SCOTT LLOYD (Chief Financial Officer) ·549 shares ·$24,974
Buy · LONG JASON THOMAS (Chief Executive Officer) ·2,143 shares ·$99,842
Buy · BOLLING HARRISON FENNER (General Counsel) ·850 shares ·$39,814
Sell · CAPOBIANCO DAVID N (Director and Beneficial Owner of more than 10% of a Class of Security) ·2,500,000 shares ·$175,000,000
28 more
Other · CAPOBIANCO DAVID N ·2,500,000 shr
Sell · FIVE POINT ENERGY FUND II AIV-VII LP ·2,500,000 shr ·$175,000,000
Other · FIVE POINT ENERGY FUND II AIV-VII LP ·2,500,000 shr
Sell · LANDBRIDGE HOLDINGS LLC ·2,500,000 shr ·$175,000,000
Other · LANDBRIDGE HOLDINGS LLC ·2,500,000 shr
Award · DAUL TY P ·3,895 shr
Award · DAUL TY P ·2,201 shr
Award · CHASE VALERIE ·3,895 shr
Award · CHASE VALERIE ·2,201 shr
Award · WATSON CHARLES L. ·3,895 shr
Award · WATSON CHARLES L. ·2,201 shr
Award · NICOLAS ANDREA LIRIA ·3,895 shr
Award · NICOLAS ANDREA LIRIA ·2,201 shr
Sell · CAPOBIANCO DAVID N ·1,900,000 shr ·$142,975,000
Other · CAPOBIANCO DAVID N ·1,900,000 shr
Sell · LANDBRIDGE HOLDINGS LLC ·1,900,000 shr ·$142,975,000
Other · LANDBRIDGE HOLDINGS LLC ·1,900,000 shr
Award · NICOLAS ANDREA LIRIA ·7,353 shr
Award · DAUL TY P ·7,353 shr
Award · CHASE VALERIE ·7,353 shr
Award · WILLIAMS JASON FREDERICK ·74,390 shr
Award · WATSON CHARLES L. ·7,353 shr
Award · MCNEELY SCOTT LLOYD ·92,914 shr
Award · LONG JASON THOMAS ·254,827 shr
Award · BOLLING HARRISON FENNER ·74,390 shr
Buy · DAUL TY P ·8,800 shr ·$202,048
Buy · CHASE VALERIE ·2,925 shr ·$67,158
Buy · WATSON CHARLES L. ·117,600 shr ·$2,700,096