Texas Pacific Land Corporation · NYSE (us_market)
Energy · Oil & Gas E&P · United States
Texas Pacific Land Corporation engages in the land and resource management, and water services and operations businesses. The Land and Resource Management segment manages surface acres of land, and oil and gas royalty interest in Permian Basin. This segment also engages in easements, such as transporting oil, gas and related hydrocarbons, power line and utility, and subsurface wellbore easements. In addition, this segment leases its land for processing, storage, and compression facilities and roads; and is involved in sale of materials, such as caliche, sand, and other material, as well as sells land. The Water Services and Operations segment provides full-service water offerings, including water sourcing, produced-water treatment, infrastructure development, and disposal solutions to operators in the Permian Basin. This segment also holds produced water royalties. The company owns a 1/128th nonparticipating perpetual oil and gas royalty interest (NPRI) under approximately 85,000 acres of land; a 1/16th NPRI under approximately 371,000 acres of land; and approximately 33,000 additional net royalty acres, total of approximately 224,000 NRA located in the Permian Basin. The company was founded in 1888 and is headquartered in Dallas, Texas.
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
|---|---|---|---|---|---|---|---|
DROP2026-03-09$539.79 RISE2026-04-09$377.97 PEAK2026-04-30$443.67 52d | -30.0% 31d | Missed | Missed | — | — | +17.4% 21d | Missed |
DROP2025-11-14$340.88 RISE2025-12-16$273.56 PEAK2026-03-09$539.79 115d | -19.7% 32d | 2025-12-05 $308.36 | 2026-03-02 $531.09 | 75Quality on Sale | 44Watch | +97.3% 83d | +72.2% Held 87d |
DROP2025-05-16$476.85 RISE2025-09-19$291.70 PEAK2025-11-14$340.88 182d | -38.8% 126d | 2025-06-06 $371.09 | 2025-11-14 $340.88 | 71Quality on Sale | 76Quality on Sale | +16.9% 56d | -8.1% Held 161d |
DROP2024-11-22$576.67 RISE2025-04-04$359.67 PEAK2025-05-16$476.85 175d | -37.6% 133d | 2024-12-18 $371.49 | 2025-05-16 $476.85 | 74Quality on Sale | 58Watch | +32.6% 42d | +28.4% Held 149d |
DROP2024-11-22$576.67 RISE2024-12-19$365.44 PEAK2025-02-20$477.00 90d | -36.6% 27d | 2024-12-18 $371.49 | 2025-02-20 $477.00 | 74Quality on Sale | 62Watch | +30.5% 63d | +28.4% Held 64d |
DROP2023-10-18$219.81 RISE2024-02-13$158.28 PEAK2024-05-09$205.08 204d | -28.0% 118d | 2023-11-08 $183.39 | 2024-05-09 $205.08 | 83Quality on Sale | 52Value Trap Risk | +29.6% 86d | +11.8% Held 183d |
DROP2023-02-14$214.28 RISE2023-06-23$142.52 PEAK2023-08-30$215.84 197d | -33.5% 129d | 2023-03-09 $194.34 | 2023-08-30 $215.84 | 82Quality on Sale | 68Deep Value | +51.5% 68d | +11.1% Held 174d |
DROP2022-06-07$194.03 RISE2022-07-06$160.61 PEAK2022-09-02$209.78 87d | -17.2% 29d | Missed | Missed | — | — | +30.6% 58d | Missed |
DROP2022-04-20$167.37 RISE2022-05-11$141.74 PEAK2022-07-29$203.76 100d | -15.3% 21d | Missed | Missed | — | — | +43.8% 79d | Missed |
DROP2021-11-09$157.95 RISE2022-02-22$111.03 PEAK2022-04-20$167.37 162d | -29.7% 105d | 2022-01-13 $125.32 | 2022-04-20 $167.37 | 90Quality on Sale | 75Deep Value | +50.7% 57d | +33.6% Held 97d |
DROP2021-11-09$157.95 RISE2022-01-21$111.48 PEAK2022-04-18$165.42 160d | -29.4% 73d | 2022-01-13 $125.32 | 2022-04-18 $165.42 | 90Quality on Sale | 75Deep Value | +48.4% 87d | +32.0% Held 95d |
DROP2021-07-01$179.54 RISE2021-10-04$127.98 PEAK2021-11-09$157.95 131d | -28.7% 95d | Missed | Missed | — | — | +23.4% 36d | Missed |
DROP2020-06-08$78.29 RISE2020-09-23$49.08 PEAK2020-12-17$80.39 192d | -37.3% 107d | Missed | Missed | — | — | +63.8% 85d | Missed |
DROP2020-01-08$91.04 RISE2020-03-23$34.26 PEAK2020-06-08$78.29 152d | -62.4% 75d | Missed | Missed | — | — | +128.5% 77d | Missed |
Here is how Texas Pacific (TPL) and Meren Energy (MRNFF) have performed compared to their sector so far this year.
Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.
Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.
Get this weekly dividend update on Champions, Contenders & Challengersâsee dividend changes, upcoming ex-dividend dates and pay dates.
TPL posts record Q1 2026 results as Permian royalties, water and easements surge, while Bolt targets AI data centers.
Texas Pacific Land Corporation (TPL) remains a Strong Buy despite a 23% price drop since my last rating, driven by its evolving business model.
Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.
Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.
In early May 2026, Texas Pacific Land Corporation reported higher first-quarter revenue of US$236.82 million and net income of US$142.9 million, affirmed a US$0.60 quarterly dividend, detailed growing Permian-focused oil, gas and water operations, and added major shareholder representative Peter Doyle to its Board and strategic acquisitions committee. The company used its Midland Investor Day to spotlight profitable water and desalination projects, long-term land and data center agreements,...
In early May 2026, Texas Pacific Land Corporation reported higher first-quarter revenue of US$236.82 million and net income of US$142.9 million, affirmed a US$0.60 quarterly dividend, detailed growing Permian-focused oil, gas and water operations, and added major shareholder representative Peter Doyle to its Board and strategic acquisitions committee. The company used its Midland Investor Day to spotlight profitable water and desalination projects, long-term land and data center agreements,...
Wondering whether Texas Pacific Land's current share price lines up with its underlying worth, or if the recent volatility is sending a misleading signal. The stock closed at US$386.61, with the share price down 4.0% over the past week and 8.5% over the past month, while still up 29.7% year to date, but down 17.8% over the last year and up 163.5% over three years and 145.3% over five years. Those mixed returns have kept Texas Pacific Land on many investors' watchlists, especially as broader...
Wondering whether Texas Pacific Land's current share price lines up with its underlying worth, or if the recent volatility is sending a misleading signal. The stock closed at US$386.61, with the share price down 4.0% over the past week and 8.5% over the past month, while still up 29.7% year to date, but down 17.8% over the last year and up 163.5% over three years and 145.3% over five years. Those mixed returns have kept Texas Pacific Land on many investors' watchlists, especially as broader...
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| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| TPL | -9.37% | -26.00% | +36.83% | +5.83% |
| XLE | -4.35% | -1.31% | +25.90% | +38.08% |
| Alpha (stock − sector) | -5.02% | -24.69% | +10.93% | -32.25% |
| Filed | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-05-29 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | P Open-market purchase | 1 | $406.26 | +$406 |
| 2026-05-28 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | P Open-market purchase | 1 | $404.86 | +$405 |
| 2026-05-28 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | P Open-market purchase | 1 | $402.90 | +$403 |
| 2026-05-26 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | P Open-market purchase | 1 | $400.85 | +$401 |
| 2026-05-22 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | P Open-market purchase | 1 | $396.43 | +$396 |
| 2026-05-21 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | P Open-market purchase | 2 | $395.93 | +$792 |
| 2026-05-20 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | P Open-market purchase | 2 | $390.21 | +$780 |
| 2026-05-19 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | P Open-market purchase | 1 | $385.14 | +$385 |
| 2026-05-18 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | P Open-market purchase | 1 | $387.62 | +$388 |
| 2026-05-15 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | P Open-market purchase | 1 | $385.21 | +$385 |
| 2026-05-14 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | P Open-market purchase | 1 | $381.10 | +$381 |
| 2026-05-13 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | P Open-market purchase | 1 | $393.71 | +$394 |
| 2026-05-12 | DOYLE PETER | Director | A Grant / award | 254 | — | +$0 |
| 2026-05-12 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | A Grant / award | 1 | $401.44 | +$401 |
| 2026-05-12 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | A Grant / award | 1 | $402.00 | +$402 |
| 2026-05-08 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | P Open-market purchase | 1 | $401.32 | +$401 |
| 2026-05-07 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | P Open-market purchase | 1 | $419.02 | +$419 |
| 2026-05-06 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | P Open-market purchase | 1 | $432.71 | +$433 |
| 2026-05-05 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | P Open-market purchase | 1 | $438.69 | +$439 |
| 2026-05-04 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | P Open-market purchase | 1 | $433.13 | +$433 |
| 2026-05-01 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | P Open-market purchase | 1 | $436.80 | +$437 |
| 2026-04-30 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | P Open-market purchase | 1 | $435.76 | +$436 |
| 2026-04-29 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | P Open-market purchase | 1 | $435.73 | +$436 |
| 2026-04-28 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | P Open-market purchase | 1 | $436.44 | +$436 |
| 2026-04-27 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | P Open-market purchase | 1 | $435.40 | +$435 |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-08-05upcoming | 2.03 | — | — |
| 2026-05-06 | 2.02 | 2.07 | +2.47% |
| 2026-02-18 | 3.60 | 1.79 | -50.22% |
| 2025-11-05 | 1.92 | 1.76 | -8.70% |
| 2025-08-06 | 2.32 | 1.68 | -27.41% |
| 2024-08-07 | 1.79 | 1.66 | -7.11% |
| 2024-05-08 | 1.45 | 1.66 | +14.52% |
| 2024-02-21 | 1.50 | 1.64 | +9.11% |
| 2023-11-01 | 1.56 | 1.53 | -2.34% |
| 2023-08-02 | 1.25 | 1.45 | +16.31% |
| 2023-05-03 | 1.54 | 1.25 | -18.79% |
| 2023-02-22 | 1.59 | 1.44 | -9.45% |
| 2022-11-02 | 1.60 | 1.87 | +16.95% |
| 2022-08-03 | 1.72 | 1.71 | -0.49% |
| 2022-05-04 | 1.32 | 1.40 | +6.31% |
| 2022-02-23 | 1.30 | 1.13 | -12.96% |