LandBridge (NYSE:LB) Trading 9.1% Higher on Insider Buying Activity

LandBridge Company LLC (NYSE:LB) shares traded up 9.1% during trading on Thursday after an insider bought additional shares in the company. The company traded as high as $48.32 and last traded at $48.2250. 466,006 shares traded hands during mid-day trading, a decline of 20% from the average session volume of 582,686 shares. The stock had previously closed at $44.20.

Specifically, insider Harrison Fenner Bolling purchased 850 shares of the business’s stock in a transaction dated Monday, January 5th. The stock was bought at an average price of $46.84 per share, with a total value of $39,814.00. Following the acquisition, the insider owned 66,874 shares in the company, valued at approximately $3,132,378.16. The trade was a 1.29% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, insider Jason Thomas Long acquired 2,143 shares of the firm’s stock in a transaction that occurred on Monday, January 5th. The stock was purchased at an average cost of $46.59 per share, for a total transaction of $99,842.37. Following the completion of the purchase, the insider directly owned 223,546 shares of the company’s stock, valued at $10,415,008.14. The trade was a 0.97% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the company. Wells Fargo & Company cut their target price on LandBridge from $91.00 to $90.00 and set an “overweight” rating for the company in a research note on Wednesday, November 26th. Weiss Ratings restated a “hold (c)” rating on shares of LandBridge in a research report on Tuesday, October 14th. Zacks Research raised LandBridge from a “hold” rating to a “strong-buy” rating in a research note on Monday. Raymond James Financial cut LandBridge from a “moderate buy” rating to a “strong sell” rating in a research report on Friday, December 5th. Finally, UBS Group reissued a “neutral” rating and issued a $65.00 target price on shares of LandBridge in a report on Monday, November 24th. One analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and a consensus price target of $73.33.

Key Stories Impacting LandBridge

Here are the key news stories impacting LandBridge this week:

• Positive Sentiment: Multiple insiders bought shares this week (signals of insider confidence): Jason Long purchased 2,143 shares (~$46.59), Harrison Fenner Bolling bought 850 shares (~$46.84) and Scott McNeely acquired 549 shares (~$45.49). These filings can attract buyers reading insider activity. Read More.
• Positive Sentiment: Research upgrade: Zacks moved LB from “hold” to “strong‑buy,” which can prompt momentum buying and short‑covering in the near term. Read More.
• Neutral Sentiment: Dividend: LandBridge pays a modest quarterly dividend ($0.10; $0.40 annualized, ≈0.9% yield) — provides income support but is not a major catalyst. Read More.
• Neutral Sentiment: Institutional positioning: several funds (Vanguard, UBS, Raymond James) have adjusted stakes recently — activity shows interest but changes are gradual, not an immediate directional driver. Read More.
• Negative Sentiment: Earnings miss: LandBridge reported $0.26 EPS vs. $0.70 expected for the most recent quarter — a meaningful fundamental miss that explains persistent downside risk and analyst caution. Read More.
• Negative Sentiment: Mixed/negative analyst moves: several broker notes have trimmed ratings or price targets (including recent cuts and at least one downgrade to “strong sell”), keeping consensus at a cautious “Hold.” This limits upside until fundamentals improve. Read More.

LandBridge Stock Performance

The company has a market capitalization of $3.74 billion, a P/E ratio of 68.91 and a beta of 0.43. The company has a debt-to-equity ratio of 0.52, a current ratio of 4.15 and a quick ratio of 4.15. The company has a fifty day moving average price of $57.91 and a two-hundred day moving average price of $56.75.

LandBridge (NYSE:LB) last issued its quarterly earnings data on Wednesday, November 12th. The company reported $0.26 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.70 by ($0.44). LandBridge had a net margin of 13.72% and a return on equity of 4.63%. The business had revenue of $50.83 million during the quarter, compared to the consensus estimate of $49.13 million. Equities 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 disclosed a quarterly dividend, which was paid on Thursday, December 18th. Investors of record on Thursday, December 4th were paid a $0.10 dividend. The ex-dividend date of this dividend was Thursday, December 4th. This represents a $0.40 annualized dividend and a dividend yield of 0.8%. LandBridge’s payout ratio is currently 57.14%.

Institutional Trading of LandBridge

Institutional investors and hedge funds have recently bought and sold shares of the stock. Comerica Bank boosted its holdings in shares of LandBridge by 13.6% during the 3rd quarter. Comerica Bank now owns 1,369 shares of the company’s stock worth $73,000 after buying an additional 164 shares in the last quarter. NewEdge Advisors LLC lifted its position in shares of LandBridge by 110.6% during the 2nd quarter. NewEdge Advisors LLC now owns 398 shares of the company’s stock valued at $27,000 after acquiring an additional 209 shares during the period. Geode Capital Management LLC lifted its position in shares of LandBridge by 0.8% during the 2nd quarter. Geode Capital Management LLC now owns 28,971 shares of the company’s stock valued at $1,958,000 after acquiring an additional 230 shares during the period. Osaic Holdings Inc. boosted its stake in LandBridge by 12.5% during the second quarter. Osaic Holdings Inc. now owns 2,701 shares of the company’s stock worth $183,000 after acquiring an additional 301 shares in the last quarter. Finally, Geneos Wealth Management Inc. grew its holdings in LandBridge by 9.4% in the third quarter. Geneos Wealth Management Inc. now owns 3,880 shares of the company’s stock worth $207,000 after purchasing an additional 335 shares during the period.

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. The company was founded in 2021 and is based in Houston, Texas. LandBridge Company LLC operates as a subsidiary of LandBridge Holdings LLC.