LB LandBridge Company LLC

track record → $67.74 +0.51 (+0.8%)
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Mkt Cap $5B P/E 71.3 fwd 29.4 52wk $43.75 - $87.60 Earnings 2026-05-06
Factor Model (net -1.7)

Factor Model

net -1.7
Est. Revisions
-0.9
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.0
Narrative Gap
+0.0

Analysis pending — waiting for first signal cycle.

Evidence

8d ago Insider sell by LANDBRIDGE HOLDINGS LLC (LB): $175,000,000
8d ago Insider sell by FIVE POINT ENERGY FUND II AIV-VII LP (LB): $175,000,000
8d ago Insider sell by CAPOBIANCO DAVID N (LB): $175,000,000
8d ago Insider buy by BOLLING HARRISON FENNER (LB): $39,814
8d ago Insider buy by LONG JASON THOMAS (LB): $99,842
8d ago Insider buy by MCNEELY SCOTT LLOYD (LB): $24,974
8d ago Insider sell by CAPOBIANCO DAVID N (LB): $142,975,000
8d ago Insider sell by LANDBRIDGE HOLDINGS LLC (LB): $142,975,000
5 older signals
8d ago Insider buy by DAUL TY P (LB): $202,048
8d ago Insider buy by CHASE VALERIE (LB): $67,158
8d ago Insider buy by WATSON CHARLES L. (LB): $2,700,096
Fundamentals & Data ▾
LandBridge Company LLC Energy · Oil & Gas Equipment & Services
Mkt Cap
$5B
P/E
71.3 fwd 29.4
Div Yield
60.00%
52w Range
$43.75 - $87.60
Short Interest
2.9M 10.62%
Days to Cover
6.4 +6%
Technicals downtrend
from 52w Hi
-5.1%
1w return
+0.4%
Insiders
selling 0B / 4S
EPS Estimate
$0.30 -21.1% 30d 0up / 0dn
Est. Dispersion
0% 1 analysts
Analyst Target
$80 $65 - $98
Options P/C
0.46
Insider Cluster
strong buy 6B / 4S (officer)
Fund Convergence
moderate Citadel, Two Sigma
Financials
Revenue
$57M +56% YoY
FCF
$36M
Gross Margin
92%
Op Margin
60%
Momentum: accelerating
Top Holders
Citadel $15M
Two Sigma
Recent Filings & Data
insider trade 33
net selling · $814,924,476 sold · $3,133,932 bought
11 insiders · 33 transactions (30d)
Recent transactions
WATSON CHARLES L. · sell · $3,974,476
MCNEELY SCOTT LLOYD · buy · $24,974
LONG JASON THOMAS · buy · $99,842
BOLLING HARRISON FENNER · buy · $39,814
CAPOBIANCO DAVID N · sell · $175,000,000
CAPOBIANCO DAVID N · other
FIVE POINT ENERGY FUND II AIV-VII LP · sell · $175,000,000
FIVE POINT ENERGY FUND II AIV-VII LP · other
LANDBRIDGE HOLDINGS LLC · sell · $175,000,000
LANDBRIDGE HOLDINGS LLC · other
DAUL TY P · award
DAUL TY P · award
CHASE VALERIE · award
CHASE VALERIE · award
WATSON CHARLES L. · award
WATSON CHARLES L. · award
NICOLAS ANDREA LIRIA · award
NICOLAS ANDREA LIRIA · award
CAPOBIANCO DAVID N · sell · $142,975,000
CAPOBIANCO DAVID N · other
LANDBRIDGE HOLDINGS LLC · sell · $142,975,000
LANDBRIDGE HOLDINGS LLC · other
NICOLAS ANDREA LIRIA · award
DAUL TY P · award
CHASE VALERIE · award
WILLIAMS JASON FREDERICK · award
WATSON CHARLES L. · award
MCNEELY SCOTT LLOYD · award
LONG JASON THOMAS · award
BOLLING HARRISON FENNER · award
DAUL TY P · buy · $202,048
CHASE VALERIE · buy · $67,158
WATSON CHARLES L. · buy · $2,700,096
13 signals · latest 8d ago

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