LandBridge Corporation
79.14USD
+2.1800 (+2.83%)
Not enough data yet
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Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $0.42▲ | $0.41 | 1 | 0 |
| Next quarter | $0.39▼ | $0.46 | 1 | 0 |
| Current year | $1.45▼ | $1.48 | 1 | 0 |
| Next year | $1.93▼ | $2.15 | 1 | 0 |
Beat in 2 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | $0.37 | $0.4 | +0.03 (+8.1%) |
| 2026-03-31 | $0.31 | $0.23 | -0.08 (-25.8%) |
| 2025-12-31 | $0.32 | $0.54 | +0.22 (+67.5%) |
| 2025-09-30 | $0.29 | $0.11 | -0.18 (-63.5%) |
31 ratings from 9 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Piper Sandler | Maintained | Neutral | $80 $88 | Sep 1, 2026 |
| Citigroup | Maintained | Neutral | $66 $86 | Aug 26, 2026 |
| Piper Sandler | Maintained | Neutral | $66 $80 | Jul 21, 2026 |
| Piper Sandler | Reiterated | Neutral | $65 $66 | May 8, 2026 |
| Wells Fargo | Maintained | Overweight | $90 $92 | Mar 18, 2026 |
| Goldman Sachs | Maintained | Buy | $69 $84 | Mar 13, 2026 |
| Barclays | Maintained | Equal-Weight | $57 $75 | Feb 27, 2026 |
| Wells Fargo | Maintained | Overweight | $91 $90 | Nov 26, 2025 |
| Wells Fargo | Maintained | Overweight | $93 $91 | Oct 17, 2025 |
| Barclays | Maintained | Equal-Weight | $66 $57 | Oct 14, 2025 |
| Piper Sandler | Maintained | Neutral | $70 $55 | Aug 15, 2025 |
| Raymond James | Maintained | Outperform | $85 $75 | Aug 8, 2025 |
| Barclays | Maintained | Equal-Weight | $80 $66 | Jul 10, 2025 |
| Johnson Rice | Downgraded from Buy | Accumulate | — | May 21, 2025 |
| Wells Fargo | Maintained | Overweight | $82 $93 | May 16, 2025 |
| Goldman Sachs | Maintained | Buy | $73 $88 | Mar 26, 2025 |
| Barclays | Maintained | Equal-Weight | $79 $80 | Mar 21, 2025 |
| Wells Fargo | Maintained | Overweight | $80 $82 | Mar 7, 2025 |
| Piper Sandler | Maintained | Neutral | $79 $70 | Mar 7, 2025 |
| Raymond James | Maintained | Outperform | $80 $85 | Jan 28, 2025 |
| Barclays | Maintained | Equal-Weight | $38 $79 | Jan 17, 2025 |
| RBC Capital | Reiterated | Underperform | $25 | Dec 10, 2024 |
| Piper Sandler | Maintained | Neutral | $39 $79 | Nov 25, 2024 |
| Wells Fargo | Maintained | Overweight | $34 $36 | Aug 9, 2024 |
| Janney Montgomery Scott | Initiated | Buy | $36 | Jul 25, 2024 |
35 filings from 11 insiders · 10 buy / 2 sell over 6m
Officers and directors of LB, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| LANDBRIDGE HOLDINGS LLCBeneficial Owner of more than 10% of a Class of Security | Sellindirect | 1.25M | $75.05 | $93.81M | Aug 7, 2026 |
| CAPOBIANCO DAVID NDirector and Beneficial Owner of more than 10% of a Class of Security | Sellindirect | 1.25M | $75.05 | $93.81M | Aug 7, 2026 |
| LANDBRIDGE HOLDINGS LLCBeneficial Owner of more than 10% of a Class of Security | Otherindirect | 1.25M | — | — | Aug 7, 2026 |
| CAPOBIANCO DAVID NDirector and Beneficial Owner of more than 10% of a Class of Security | Otherindirect | 1.25M | — | — | Aug 7, 2026 |
| DAUL TY PDirector | Grant | 1.9k | — | — | Aug 4, 2026 |
| CHASE VALERIEDirector | Grant | 1.9k | — | — | Aug 4, 2026 |
| WILLIAMS JASON FREDERICKOfficer | Grant | 13.6k | — | — | Aug 4, 2026 |
| WATSON CHARLES L.Director | Grant | 1.9k | — | — | Aug 4, 2026 |
| MCNEELY SCOTT LLOYDChief Financial Officer | Grant | 14.9k | — | — | Aug 4, 2026 |
| LONG JASON THOMASChief Executive Officer | Grant | 20.4k | — | — | Aug 4, 2026 |
| BOLLING HARRISON FENNERGeneral Counsel | Grant | 13.6k | — | — | Aug 4, 2026 |
| NICOLAS ANDREA LIRIADirector | Grant | 1.9k | — | — | Aug 4, 2026 |
| WATSON CHARLES L.Director | Sellindirect | 53.4k | $74.07 | $3.97M | Mar 6, 2026 |
| MCNEELY SCOTT LLOYDChief Financial Officer | Buy | 549 | $45.49 | $25k | Jan 6, 2026 |
| LONG JASON THOMASChief Executive Officer | Buy | 2.1k | $46.59 | $100k | Jan 5, 2026 |
| BOLLING HARRISON FENNERGeneral Counsel | Buy | 850 | $46.84 | $40k | Jan 5, 2026 |
| CAPOBIANCO DAVID NDirector and Beneficial Owner of more than 10% of a Class of Security | Sellindirect | 2.50M | $70.00 | $175.00M | Nov 18, 2025 |
| FIVE POINT ENERGY FUND II AIV-VII LPBeneficial Owner of more than 10% of a Class of Security | Sellindirect | 2.50M | $70.00 | $175.00M | Nov 18, 2025 |
| LANDBRIDGE HOLDINGS LLCBeneficial Owner of more than 10% of a Class of Security | Sellindirect | 2.50M | $70.00 | $175.00M | Nov 18, 2025 |
| CAPOBIANCO DAVID NDirector and Beneficial Owner of more than 10% of a Class of Security | Otherindirect | 2.50M | — | — | Nov 18, 2025 |
No analyst notes on LB yet.
Members whose judged calls on LB have played out most reliably.
No settled calls on LB yet. Nobody has filed a call with a deadline on it.
A member is listed once they have three judged calls on a name.
A call with a target is judged on whether the price reaches it by the deadline, counting each day's high (a buy) or low (a sell) from the day after the call was made. A call without one is judged on whether the price at the close on the deadline is higher (a buy) or lower (a sell) than the price the call was made at: the live price when it was saved, for a call made with Make a call, or the last close before the day it was filed, for a call made in a note. Not against the market or an index.
A percentage appears once five calls have reached their deadline. A target reached sooner is shown as played out early, and counts toward the percentage when its deadline passes, because a miss cannot be known before then.
A member’s prediction, judged on price history · not investment advice
Analyst Ratings
7 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 2 | 2 | 3 | 0 | 0 | Buy2.14 |
| 1 mo ago | 2 | 2 | 3 | 0 | 0 | Buy2.14 |
| 2 mo ago | 2 | 2 | 3 | 0 | 0 | Buy2.14 |