Texas Pacific Land Corporation $TPL Position Increased by Hunter Associates Investment Management LLC

Hunter Associates Investment Management LLC raised its holdings in shares of Texas Pacific Land Corporation (NYSE:TPL) by 199.6% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 12,198 shares of the financial services provider’s stock after purchasing an additional 8,127 shares during the quarter. Hunter Associates Investment Management LLC’s holdings in Texas Pacific Land were worth $3,503,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the business. Azzad Asset Management Inc. ADV boosted its holdings in Texas Pacific Land by 212.8% during the fourth quarter. Azzad Asset Management Inc. ADV now owns 11,142 shares of the financial services provider’s stock worth $3,200,000 after buying an additional 7,580 shares in the last quarter. Flagship Harbor Advisors LLC boosted its holdings in Texas Pacific Land by 196.7% during the fourth quarter. Flagship Harbor Advisors LLC now owns 1,276 shares of the financial services provider’s stock worth $367,000 after buying an additional 846 shares in the last quarter. Rathbones Group PLC boosted its holdings in Texas Pacific Land by 203.0% during the fourth quarter. Rathbones Group PLC now owns 4,545 shares of the financial services provider’s stock worth $1,305,000 after buying an additional 3,045 shares in the last quarter. Trueblood Wealth Management LLC boosted its holdings in Texas Pacific Land by 200.8% during the fourth quarter. Trueblood Wealth Management LLC now owns 758 shares of the financial services provider’s stock worth $218,000 after buying an additional 506 shares in the last quarter. Finally, Ethos Financial Group LLC boosted its holdings in Texas Pacific Land by 200.0% during the fourth quarter. Ethos Financial Group LLC now owns 4,842 shares of the financial services provider’s stock worth $1,391,000 after buying an additional 3,228 shares in the last quarter. 59.94% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other news, Director Donna E. Epps bought 895 shares of the stock in a transaction that occurred on Wednesday, February 25th. The shares were acquired at an average cost of $510.45 per share, for a total transaction of $456,852.75. Following the purchase, the director owned 2,921 shares of the company’s stock, valued at $1,491,024.45. This represents a 44.18% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, CAO Stephanie Buffington sold 1,608 shares of the firm’s stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $503.00, for a total transaction of $808,824.00. Following the completion of the transaction, the chief accounting officer owned 2,133 shares in the company, valued at $1,072,899. The trade was a 42.98% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 6.90% of the company’s stock.

Trending Headlines about Texas Pacific Land

Here are the key news stories impacting Texas Pacific Land this week:

• Positive Sentiment: KeyCorp sharply raised EPS estimates across multiple quarters and bumped FY2026 and FY2027 forecasts (FY2026 to $9.27 from $7.83; FY2027 to $10.24) and lifted Q1–Q4 individual quarter forecasts — signaling stronger earnings outlook and keeping an Overweight rating with a $639 price target. This is a significant fundamental upside driver for TPL.
• Neutral Sentiment: Jim Cramer highlighted TPL as one of the S&P 500’s top Q1 performers but also noted recent short-term weakness, a mention that raises visibility but is ambiguous for immediate price direction. Read More.
• Negative Sentiment: A Seeking Alpha piece raised questions about the company (“Something Doesn’t Add Up”), highlighting risks or potential concerns that can amplify investor caution and trigger short-term selling pressure. Read More.

Texas Pacific Land Stock Down 0.2%

TPL stock opened at $447.81 on Wednesday. The company has a market cap of $30.87 billion, a price-to-earnings ratio of 64.19 and a beta of 0.76. The company has a 50 day moving average of $468.19 and a two-hundred day moving average of $364.77. Texas Pacific Land Corporation has a 12-month low of $269.23 and a 12-month high of $547.20.

Texas Pacific Land (NYSE:TPL) last released its quarterly earnings results on Wednesday, February 18th. The financial services provider reported $1.79 earnings per share for the quarter, beating analysts’ consensus estimates of $1.73 by $0.06. The business had revenue of $211.60 million for the quarter, compared to the consensus estimate of $204.00 million. Texas Pacific Land had a net margin of 60.31% and a return on equity of 36.18%.

Texas Pacific Land Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Monday, March 2nd were paid a $0.60 dividend. This represents a $2.40 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date was Monday, March 2nd. This is a boost from Texas Pacific Land’s previous quarterly dividend of $0.53. Texas Pacific Land’s dividend payout ratio (DPR) is 34.38%.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on TPL. Wall Street Zen upgraded shares of Texas Pacific Land from a “sell” rating to a “hold” rating in a report on Sunday, March 15th. KeyCorp raised their price objective on shares of Texas Pacific Land from $350.00 to $639.00 and gave the stock an “overweight” rating in a research note on Monday, February 23rd. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Texas Pacific Land in a research note on Friday, March 27th. One analyst has rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Texas Pacific Land presently has a consensus rating of “Hold” and a consensus target price of $639.00.

Texas Pacific Land Company Profile

Texas Pacific Land Corporation (NYSE: TPL) is a Texas-based land management company that derives revenue from the ownership and stewardship of large tracts of land and associated mineral rights in West Texas. The company’s origins trace to 19th century land grants associated with the Texas and Pacific Railway; over time those grant holdings have been retained and managed as a standalone corporate asset base. Texas Pacific Land is publicly listed and operates as a landowner and resource manager rather than as a traditional oil and gas producer.

The company’s primary activities include management of surface rights and leasing of land for energy and other commercial uses, administration of mineral royalty interests, and provision of water and related services to industrial customers.