LandBridge (NYSE:LB) Stock Acquired Rep. Gilbert Ray Cisneros, Jr.

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of LandBridge Company LLC (NYSE:LB). In a filing disclosed on December 15th, the Representative disclosed that they had bought between $15,001 and $50,000 in LandBridge stock on November 21st. The trade occurred in the Representative’s “150 MAIN STREET TRUST > WELLS FARGO ADVISORS” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Spotify Technology (NYSE:SPOT) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOGL) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of First Watch Restaurant Group (NASDAQ:FWRG) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of TKO Group (NYSE:TKO) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of RBC Bearings (NYSE:RBC) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Stifel Financial (NYSE:SF) on 11/24/2025.
• Purchased $1,001 – $15,000 in shares of Logan Energy (CVE:LGN) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Primoris Services (NASDAQ:PRIM) on 11/24/2025.
• Purchased $50,001 – $100,000 in shares of LandBridge (NYSE:LB) on 11/20/2025.
• Purchased $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 11/20/2025.

LandBridge Trading Up 0.7%

LB traded up $0.37 during trading on Friday, reaching $52.97. 60,817 shares of the company’s stock were exchanged, compared to its average volume of 530,831. The company has a current ratio of 4.15, a quick ratio of 4.15 and a debt-to-equity ratio of 0.52. LandBridge Company LLC has a one year low of $48.55 and a one year high of $87.60. The firm has a fifty day moving average price of $59.49 and a two-hundred day moving average price of $58.96. The stock has a market capitalization of $4.12 billion, a PE ratio of 75.25 and a beta of 0.25.

LandBridge (NYSE:LB) last issued its quarterly earnings results on Wednesday, November 12th. The company reported $0.26 EPS for the quarter, missing analysts’ consensus estimates of $0.70 by ($0.44). LandBridge had a return on equity of 4.63% and a net margin of 13.72%.The business had revenue of $50.83 million for the quarter, compared to analyst estimates of $49.13 million. As a group, equities research analysts forecast that LandBridge Company LLC will post 0.99 earnings per share for the current fiscal year.

LandBridge Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, December 18th. Investors of record on Thursday, December 4th were given a dividend of $0.10 per share. The ex-dividend date was Thursday, December 4th. This represents a $0.40 annualized dividend and a yield of 0.8%. LandBridge’s dividend payout ratio (DPR) is currently 57.14%.

Insider Activity

In related news, Director Point Energy Fund Aiv- Five II sold 2,500,000 shares of LandBridge stock in a transaction that occurred on Tuesday, November 18th. The shares were sold at an average price of $70.00, for a total value of $175,000,000.00. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. 70.42% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of brokerages recently weighed in on LB. Raymond James Financial lowered shares of LandBridge from a “moderate buy” rating to a “strong sell” rating in a report on Friday, December 5th. Janney Montgomery Scott cut LandBridge from a “buy” rating to a “neutral” rating in a research note on Thursday, November 13th. Piper Sandler boosted their price target on LandBridge from $55.00 to $65.00 and gave the company a “neutral” rating in a research note on Monday, November 24th. Wells Fargo & Company dropped their target price on shares of LandBridge from $91.00 to $90.00 and set an “overweight” rating on the stock in a research report on Wednesday, November 26th. Finally, UBS Group restated a “neutral” rating and set a $65.00 price objective on shares of LandBridge in a report on Monday, November 24th. Three equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, LandBridge presently has an average rating of “Hold” and a consensus price target of $73.33.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of LB. T. Rowe Price Investment Management Inc. increased its position in shares of LandBridge by 5,290.4% during the 1st quarter. T. Rowe Price Investment Management Inc. now owns 1,193,279 shares of the company’s stock valued at $85,845,000 after purchasing an additional 1,171,142 shares during the last quarter. Cortland Associates Inc. MO increased its holdings in LandBridge by 172.0% during the third quarter. Cortland Associates Inc. MO now owns 412,443 shares of the company’s stock worth $22,004,000 after buying an additional 260,812 shares during the last quarter. UBS Group AG raised its position in LandBridge by 88.6% in the third quarter. UBS Group AG now owns 426,156 shares of the company’s stock worth $22,735,000 after acquiring an additional 200,231 shares during the period. HITE Hedge Asset Management LLC bought a new stake in LandBridge in the first quarter worth about $9,441,000. Finally, Vanguard Group Inc. boosted its stake in LandBridge by 17.1% in the first quarter. Vanguard Group Inc. now owns 697,748 shares of the company’s stock valued at $50,196,000 after acquiring an additional 102,085 shares during the last quarter.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

About LandBridge

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.