Price
No data yet.
Social Signal Score
Analyst Ratings
5 analystsRevenue
$246.06M+1624.82%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Tyler Glover
- Sector
- Energy
- Industry
- Oil & Gas Exploration & Production
- Employees
- 114
- Beta
- 0.62
- Country
- US
- Piotroski score
- 6 / 9 (Middling)
- Altman Z-score
- 78.51
Financials
Revenue
$246.06M+1624.8%Net Income
$153.93M+1623.9%EBITDA
$211.31M+1513.3%Free Cash Flow
$151.01M+1221.8%EPS (diluted)
$2.23+1708.1%Shares Outstanding (diluted)
69.03M-3.9%Operating Expenses
$8.00MCash & Debt
$248.61MReturn of Capital
$50.45MRevenue by Segment (annual)
$798.19MDividend per Share
$0.60Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $798.19M | $481.38M | $6.98 |
| 2024 | $705.82M | $453.96M | $6.57 |
| 2023 | $631.60M | $405.64M | $5.86 |
| 2022 | $667.42M | $446.36M | $6.42 |
| 2021 | $450.96M | $269.98M | $3.87 |
| 2020 | $302.55M | $176.05M | $2.52 |
| 2019 | $490.50M | $318.73M | $4.57 |
| 2018 | $300.22M | $209.74M | $2.99 |
| 2017 | $132.33M | $76.36M | $1.38 |
| 2016 | $59.91M | $37.24M | $0.59 |
| 2015 | $79.41M | $50.04M | $0.68 |
| 2014 | $55.20M | $34.77M | $0.46 |
| 2013 | $44.11M | $27.22M | $0.35 |
| 2012 | $32.59M | $19.65M | $0.73 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from TPL's reported EPS growth of 18.9% a year over 13 years.
- EPS in 5 years
- $16.59
- Implied price
- $680.22
- Return from $340.19
- 14.9% a year
To earn 15.0% a year on these assumptions you'd need to buy at $338.19 — -0.6% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 29 | 35 | 41 | 47 | 53 |
|---|---|---|---|---|---|
| 8.9% | -1.8% | 1.9% | 5.2% | 8.1% | 10.7% |
| 13.9% | 2.7% | 6.6% | 10.0% | 13.1% | 15.8% |
| 18.9% | 7.2% | 11.3% | 14.9% | 18.0% | 20.9% |
| 23.9% | 11.7% | 16.0% | 19.7% | 23.0% | 26.0% |
| 28.9% | 16.2% | 20.6% | 24.5% | 28.0% | 31.1% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
70+40.00%Social Signal Score
Mentions (8)
- News (RSS)yahoo·21d ago·Positive
Jim Cramer Calls Texas Pacific Land (TPL) a “Fantastic Stock”
View source ↗ - 4chan /biz/biz·25d ago·Positive
>>62679159 >ty anon too late for TPL, but look at TPL's price history. After TPL LB was formed now EROK is a new similar business model that recently IPO's. Note the big holders in TPL and LB and some of the others is Horizon Kinnetics. WBI was spun off by LB, it appears they both have the same CEO. WTTR seems to be the bigger better business with a CEO with a long proven history.
View source ↗ - 4chan /biz/biz·25d ago·Neutral
Adjacent oil/gas I am looking at companies that own land to provide leases for drilling, pipelines, water disposal and companies that provide produced water services: LB WBI WTTR EROK TPL These are all located in norther and western Texas. West Texas is where the permian is.
View source ↗ - 4chan /biz/biz·26d ago·Positive
Not high conviction idea but if you want to gamble/speculate on what Berkshire buys to get datacenter exposure, I'd bet it's Texas Pacific Land corporation. But I'm not changing my port on a gamble.
View source ↗ - Newsseekingalpha.com·47d ago·Neutral
Buy Texas Pacific Land - They're Not Making It Any More Texas Pacific Land Corporation delivered record Q2 2026 revenue, net income, and free cash flow, driven by robust oil, gas, and water royalties. A recent Texas moratorium on new data center grid connections threatens up to 20% of the U.S. pipeline, impacting land and infrastructure demand. The Company's strategic positioning in the Midland region and its water royalty and desalination operations provide diversified exposure to energy and da…
View source ↗ - 4chan /biz/biz·50d ago·Positive
If west texas is the best place for increasing oil, gas, and water production, why not invest in companies that have massive surface land holdings and make money passively collecting rent and fees from tenants and utilities and getting paid to take water away? Vast amounst of open land with few people seems like a good place for data centers, gas turbines, and BloomEnergy boom boxes. TPL EROK LB WBI WTTR
View source ↗ - Newsseekingalpha.com·55d ago·Neutral
Texas Pacific Land: Priced For Perfection Texas Pacific Land Corporation delivered a record quarter, but results were driven by a transitory oil price spike rather than sustainable volume growth. TPL maintains industry-leading margins, free cash flow, and return metrics, but its valuation is elevated with a GAAP P/E of 44.7 and EV/EBITDA of 32.28. The company is fully unhedged, highly sensitive to oil price swings, and concentrated in the Permian Basin, amplifying both upside and downside risks.
View source ↗ - Newsmarketbeat.com·58d ago·Neutral
Texas Pacific Land Q2 Earnings Call Highlights Texas Pacific Land NYSE: TPL reported record quarterly revenue, net income and free cash flow for the second quarter of 2026, supported by higher oil and gas royalty production, produced-water royalty volumes and surface-related revenue.
View source ↗
Earnings
Wed, Nov 4(in 4 weeks)
Consensus estimate $2.35 per share
Typical surprise +0.0% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Aug 5$2.23 vs $2.18beat
- Wed, May 6$2.07 vs $2.02beat
- Wed, Feb 18$1.79 vs $1.79beat
- Wed, Nov 5$1.76 vs $1.92miss
- Wed, Aug 6$1.68 vs $1.83miss
- Wed, May 7$1.75 vs $1.76miss
Estimates and results for TPL via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by TPL officers and directors.
- Bought
- $41k
- Sold
- $1.6m
97 trades
3 trades
- Horizon Kinetics Asset Management Llcbought
- Horizon Kinetics Asset Management Llcbought
- Horizon Kinetics Asset Management Llcbought
- Horizon Kinetics Asset Management Llcbought
- Horizon Kinetics Asset Management Llcbought
- Horizon Kinetics Asset Management Llcbought
- Horizon Kinetics Asset Management Llcbought
- Horizon Kinetics Asset Management Llcbought
Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Lisa C. McClainhouse · MI09 · disclosed Sep 15, 2025 (33d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Aug 13, 2025 (22d later)Buy$1,001 - $15,000
- Robert P. Bresnahanhouse · PA08 · disclosed May 8, 2025 (30d later)Buy$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.