LandBridge Company LLC
86.91USD
-1.4400 (-1.63%)
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 | $0.43▲ | $0.41 | 1 | 0 |
| Next quarter | $0.44▼ | $0.46 | 1 | 0 |
| Current year | $1.5▲ | $1.48 | 1 | 0 |
| Next year | $2.12▼ | $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.
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 |