Horizon Kinetics (TPL) logs small open-market share purchase in Form 4
Horizon Kinetics Asset Management LLC, a significant holder of Texas Pacific Land Corp (TPL), reported an open-market purchase of 1 share of common stock for $396.43 on May 21, 2026. This minor transaction increased its directly held position to 3,395,619 shares. The purchase indicates a neutral impact and sentiment according to the Form 4 filing.
Mraz Amerine & Associates Inc. Grows Holdings in Texas Pacific Land Corporation $TPL
Mraz Amerine & Associates Inc. significantly increased its stake in Texas Pacific Land Corporation by 173.8% in the fourth quarter, now holding 8,478 shares valued at $2.435 million. Several other institutional investors also boosted their positions in TPL. Analysts currently give Texas Pacific Land a "Moderate Buy" rating with an average target price of $639.00.
Texas Pacific Land Corporation $TPL is One Charles Private Wealth Services LLC's 3rd Largest Position
One Charles Private Wealth Services LLC significantly increased its stake in Texas Pacific Land Corporation (TPL) by 195.5% in Q4, making it their third-largest holding with a value of $21.9 million. Other institutional investors also boosted their positions, and TPL recently exceeded earnings expectations and declared a quarterly dividend. Analysts currently rate TPL as a "Moderate Buy" with a $639 price target.
Plan A Wealth LLC Raises Holdings in Texas Pacific Land Corporation $TPL
Plan A Wealth LLC significantly increased its stake in Texas Pacific Land Corporation (NYSE:TPL) by 200% in the fourth quarter, bringing its total holdings to 5,175 shares valued at approximately $1.49 million. This move follows solid quarterly results from Texas Pacific Land, which surpassed analyst expectations for earnings and revenue, reporting $2.07 EPS and $236.8 million in revenue, along with strong financial metrics like a 35.52% return on equity. The company also announced a quarterly dividend of $0.60 per share, contributing to a 0.6% annual yield.
PNC Financial Services Group Inc. Acquires 102,667 Shares of Texas Pacific Land Corporation $TPL
PNC Financial Services Group Inc. significantly increased its stake in Texas Pacific Land Corporation by 203.5% in the fourth quarter, acquiring an additional 102,667 shares. This brings their total holdings to 153,125 shares, valued at approximately $43.98 million. Other institutional investors like Vanguard Group Inc. and Pacific Heights Asset Management LLC also substantially boosted their holdings in the company.
Empirical Asset Management LLC Has $1.89 Million Stock Position in Texas Pacific Land Corporation $TPL
Empirical Asset Management LLC significantly increased its stake in Texas Pacific Land Corporation by 203.3% to $1.89 million in the fourth quarter. The company has a "Moderate Buy" consensus rating from analysts with a target price of $639, and recently surpassed earnings expectations while also announcing a quarterly dividend of $0.60 per share. Other institutional investors also adjusted their positions, and insider activity included both share acquisitions and sales.
Gabelli Funds LLC Has $2.50 Million Position in Texas Pacific Land Corporation $TPL
Gabelli Funds LLC significantly increased its holdings in Texas Pacific Land Corporation, boosting its position by 200% to 8,700 shares valued at approximately $2.5 million. Other institutional investors also raised their stakes, bringing total institutional ownership to nearly 60%. Analysts maintain a "Moderate Buy" rating with a consensus price target of $639, following the company's recent beat on quarterly EPS and revenue estimates.
Horizon Kinetics adds Texas Pacific Land (TPL) shares in small open-market buy
Horizon Kinetics Asset Management LLC, a major shareholder in Texas Pacific Land Corp (TPL), purchased 2 shares of common stock at $395.93 each on May 20, 2026. This small open-market buy increased its direct holdings to 3,395,618 shares. The firm had previously reported beneficial ownership of over 10 million shares in a Schedule 13D amendment.
Gamco Investors INC. ET AL Boosts Stake in Texas Pacific Land Corporation $TPL
Gamco Investors INC. ET AL significantly increased its stake in Texas Pacific Land Corporation (NYSE:TPL) by 257.8% in the fourth quarter, bringing its total holdings to 13,653 shares valued at approximately $3.9 million. This increase aligns with an improved Wall Street sentiment, reflected in analyst upgrades and a raised price target from KeyCorp to $639, resulting in a consensus "Moderate Buy" rating. The company also reported strong Q1 earnings, beating estimates with $2.07 per share, and declared a quarterly dividend of $0.60 per share.
Horizon Kinetics (NYSE: TPL) adds to Texas Pacific Land stake
Horizon Kinetics Asset Management LLC, a major shareholder in Texas Pacific Land Corp (NYSE: TPL), increased its direct stake by purchasing 2 shares of common stock on May 19, 2026, at $390.21 per share. This small open-market transaction brings its directly held position to 3,395,616 shares, further solidifying its large economic interest in the company. The filing also references an amended Schedule 13D from May 7, 2026, where Horizon Kinetics reported beneficial ownership of 10,109,933 shares.
Mad River Investors Has $82.17 Million Stock Holdings in Texas Pacific Land Corporation $TPL
Mad River Investors significantly increased its stake in Texas Pacific Land Corporation (TPL) by 203.1% in the fourth quarter, now holding 286,083 shares valued at approximately $82.17 million, making it their largest position. Texas Pacific Land has received a consensus "Moderate Buy" rating from analysts with an average price target of $639.00 following strong quarterly results, beating EPS and revenue estimates, and a declared quarterly dividend of $0.60 per share. The article also details recent insider transactions and the company's stock performance.
DNB Asset Management AS Has $3.42 Million Holdings in Texas Pacific Land Corporation $TPL
DNB Asset Management AS significantly increased its holding in Texas Pacific Land Corporation by 200% in Q4, reaching 11,889 shares valued at $3.42 million. The company reported strong Q1 results, exceeding EPS and revenue expectations, and announced a quarterly dividend of $0.60 per share. Insider trading was mixed, with a director buying shares and the CAO selling some.
Horizon Kinetics (TPL) adds to Texas Pacific Land stake with open-market buy
Horizon Kinetics Asset Management LLC, a major owner of Texas Pacific Land Corp (TPL), reported an open-market purchase of 1 share of TPL common stock at $385.14. This transaction increases their direct holdings to 3,395,614 shares and is considered a routine purchase with negligible impact on their overall beneficial ownership of over 10 million shares. The filing identifies Horizon Kinetics as a more than ten percent owner, emphasizing their significant stake in the company.
Texas Pacific Land Highlights Water and Surface Revenue Strategy
Texas Pacific Land (TPL) is highlighting its water-focused operations and strategic use of its surface estate at an Investor Day, showcasing how water and surface assets drive nearly half of its consolidated revenue. The company detailed three primary revenue streams from its surface estate—surface leases and easements, operated water sales, and volumetric royalties on produced water—and demonstrated its commercialization strategy and future opportunities. Analysts currently rate TPL as a "Buy" with a $639.00 price target, citing exceptional financial strength despite weak near-term technical momentum and a demanding valuation.
Watchman Group Inc. Boosts Stock Holdings in Texas Pacific Land Corporation $TPL
Watchman Group Inc. significantly increased its stake in Texas Pacific Land Corporation ($TPL) by 3,079.3% in the fourth quarter, bringing its holdings to 8,584 shares valued at $2.47 million. This comes after Texas Pacific Land reported strong quarterly results, beating earnings and revenue estimates, and declared a quarterly dividend of $0.60 per share, contributing to a consensus "Moderate Buy" rating among analysts. The article also details other institutional investor activities and recent insider transactions.
Radnor Capital Management LLC Increases Stake in Texas Pacific Land Corporation $TPL
Radnor Capital Management LLC significantly increased its stake in Texas Pacific Land Corporation (NYSE:TPL) by 205.9% in the fourth quarter, now holding 3,870 shares valued at $1.112 million. Other institutional investors also adjusted their positions in TPL, which currently has a consensus "Moderate Buy" rating and a target price of $639.00. The company recently announced a quarterly dividend of $0.60 per share and reported strong Q4 earnings, beating analyst expectations.
Permian Basin Royalty Trust Eyes New Deal To Reshape Its Cash Flows
Permian Basin Royalty Trust (PBT) is considering a major restructuring through a preliminary deal between its unitholder SoftVest and Blackbeard. The plan involves combining PBT and Blackbeard's US Land Guild into a new NYSE-listed Texas company, shifting from a net-profits interest model to a royalty-based system. This change aims to make cash flows less volatile to operating costs and transition the trust into a more flexible growth platform for land and royalty consolidation.
New York Life Investment Management LLC Has $2.28 Million Holdings in Texas Pacific Land Corporation $TPL
New York Life Investment Management LLC significantly increased its stake in Texas Pacific Land Corporation (NYSE:TPL) by 202.7% during the fourth quarter, bringing its total holdings to $2.28 million. Several other institutional investors also boosted their positions in TPL, including Vanguard Group Inc. and UBS Group AG. The article also details recent insider trades, TPL's financial performance, dividend announcements, and analyst ratings, with the stock currently holding a "Moderate Buy" consensus.
3,625 Shares in Texas Pacific Land Corporation $TPL Bought by Capstone Capital Management Ltd
Capstone Capital Management Ltd. recently acquired 3,625 shares of Texas Pacific Land Corporation (TPL) for approximately $1.04 million, making it their 18th largest holding. The company reported strong financial results, including EPS of $2.07 and revenue of $236.8 million, with a high net margin and return on equity. Analysts have a generally positive outlook with a "Moderate Buy" consensus rating and a target price of $639.
Horizon Kinetics (TPL) adds 1 share, reports 3.4M Texas Pacific Land holdings
Horizon Kinetics Asset Management LLC, a more-than-10% owner of Texas Pacific Land Corp (TPL), reported an open-market purchase of 1 common share at $387.62 on May 15, 2026. Following this transaction, Horizon Kinetics directly holds 3,395,613 shares of TPL common stock. The filing also references an amended Schedule 13D from May 7, 2026, where Horizon Kinetics reported beneficial ownership of 10,109,933 shares.
Texas Pacific Land Stock Outlook: Is Wall Street Bullish or Bearish?
Texas Pacific Land Corporation (TPL) has shown a strong performance recently, with its stock up 34.1% year-to-date, outperforming the S&P 500 Index. Despite underperforming the broader market over the past year, the company's Q1 earnings exceeded expectations, contributing to a "Strong Buy" consensus from analysts. Analyst price targets suggest a significant potential upside for TPL's shares.
Texas Pacific Land Highlights Water and Surface Revenue Strategy
Texas Pacific Land will host an Investor Day on May 18, 2026, to detail its water operations and surface estate strategy, which contribute significantly to its revenue. The company plans to showcase three main revenue streams: surface use, water sales, and produced water royalties, emphasizing their role in future growth and cash flow. An analyst rating for TPL stock is a Buy with a $639.00 price target, and Spark, TipRanks' AI Analyst, rates TPL as Outperform due to its financial strength.
Texas Pacific Land (NYSE: TPL) details high-margin water, desalination and data center strategy
Texas Pacific Land (TPL) leveraged its Investor Day to highlight its high-margin water, desalination, and data center strategies that support Permian Basin development. The company reported significant revenue and profitability from its water segment, along with progress on a patented freeze desalination program and a substantial investment in Bolt Data & Energy for multi-gigawatt data center projects. TPL aims to capitalize on its surface estate and water resources to expand revenue streams and address growing demand in both energy and technology sectors.
Mission Wealth Management LP Purchases 14,453 Shares of Texas Pacific Land Corporation $TPL
Mission Wealth Management LP significantly increased its stake in Texas Pacific Land Corporation by 200% in the fourth quarter, acquiring an additional 14,453 shares. The investment firm now holds a total of 21,681 shares, valued at approximately $6.23 million. Texas Pacific Land recently reported strong earnings, beating analyst estimates, and announced a quarterly dividend of $0.60 per share.
Texas Pacific Land Corporation $TPL Holdings Increased by Pacific Heights Asset Management LLC
Pacific Heights Asset Management LLC significantly increased its holdings in Texas Pacific Land Corporation (NYSE:TPL) by 235.1% in the fourth quarter, bringing its total to 620,000 shares valued at $178.1 million. This increase makes TPL the fund's second-largest position, representing 6.7% of its total holdings. The company also reported strong quarterly earnings, beating estimates with EPS of $2.07 and revenue of $236.8 million, and analysts maintain a "Moderate Buy" consensus with an average price target of $639.
Sapient Capital LLC Has $13.92 Million Position in Texas Pacific Land Corporation $TPL
Sapient Capital LLC significantly increased its stake in Texas Pacific Land Corporation by 166.3% in the fourth quarter, bringing its total holdings to 47,634 shares valued at $13.92 million. The company reported strong Q4 earnings, surpassing analyst expectations with an EPS of $2.07 and revenue of $236.8 million, maintaining a high net margin of 60.03%. Analyst sentiment is a "Moderate Buy" with a consensus target price of $639, following several upgrades and mixed insider activity.
Texas Pacific Land Stock Outlook: Is Wall Street Bullish or Bearish?
Texas Pacific Land Corporation (TPL) has shown mixed performance, underperforming the broader market over the past year but outperforming in 2026 YTD. The company's Q1 results indicated strong revenue and EPS growth, and analysts currently rate TPL as a "Strong Buy" with a significant potential upside in its price target. The company is actively pursuing deals in power/data centers and engaging with AI hyperscalers.
Texas Pacific Land Corporation $TPL Shares Acquired by Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund significantly increased its stake in Texas Pacific Land Corporation, acquiring an additional 4,405 shares and now owning 6,624 shares valued at $1.9 million. This occurred as Texas Pacific Land reported strong quarterly results, beating EPS and revenue estimates, and announced a quarterly dividend of $0.60 per share, indicating robust financial health. The company also saw varied analyst ratings, with an average "Moderate Buy" consensus.
(TPL) Risk Channels and Responsive Allocation
This article provides an in-depth analysis of Texas Pacific Land Corporation (NYSE: TPL), highlighting weak near and mid-term sentiment despite a long-term positive outlook. It details AI-generated trading strategies including position, momentum breakout, and risk hedging, alongside multi-timeframe signal analysis and specific risk-reward setups. The report emphasizes the use of AI models for optimizing position sizing and minimizing drawdown risk.
Will Strong Q1 Results and Governance Shift Around AI Deals Change Texas Pacific Land's (TPL) Narrative
Texas Pacific Land Corporation (TPL) reported strong Q1 2026 results with significant revenue and net income, alongside a dividend declaration. The company also appointed Horizon Kinetics co-founder Peter Doyle to its Board, strengthening governance and focusing on AI-related infrastructure opportunities in West Texas. These developments could influence TPL's investment narrative, particularly its pursuit of acquisitions and capital allocation in its asset-light model, against a backdrop of analyst forecasts and fair value estimates.
Horizon Kinetics (TPL) adds to Texas Pacific Land stake with open-market buy
Horizon Kinetics Asset Management LLC, a greater than 10% owner of Texas Pacific Land Corp (TPL), reported an open-market purchase of 1 share of common stock at $385.21 on May 14, 2026. This transaction increases their direct holdings to 3,395,612 common shares, with beneficial ownership totaling 10,109,933 shares as referenced in a May 7, 2026 Schedule 13D amendment. The purchase is detailed in a recent Form 4 filing.
Will Strong Q1 Results and Governance Shift Around AI Deals Change Texas Pacific Land's (TPL) Narrative
Texas Pacific Land Corporation (TPL) recently reported strong Q1 2026 results with significant revenue and net income, alongside a dividend declaration. The company also strengthened its governance by appointing Peter Doyle of Horizon Kinetics to its Board, a move that could influence its pursuit of AI-related data center and infrastructure development in West Texas. These developments, particularly Doyle's appointment, are seen as potential catalysts for TPL's investment narrative, which is heavily reliant on Permian Basin activity and its royalty model.
Swiss Life Asset Management Ltd Boosts Stock Holdings in Texas Pacific Land Corporation $TPL
Swiss Life Asset Management Ltd significantly increased its stake in Texas Pacific Land Corporation by 200.7% in Q4, bringing its total holdings to 12,103 shares valued at approximately $3.48 million. Other institutional investors like Vanguard and UBS also boosted their positions, with institutions now owning 59.94% of the company. Texas Pacific Land recently reported strong quarterly earnings and is viewed by analysts with a "Moderate Buy" consensus rating and a target price of $639.
Texas Pacific Land Corporation $TPL Shares Bought by Truist Financial Corp
Truist Financial Corp significantly increased its stake in Texas Pacific Land (NYSE:TPL) by 188.7% in Q4, now holding 6,338 shares worth $1.82 million. Other hedge funds also boosted their positions, with institutional investors owning nearly 60% of the company. Texas Pacific Land reported better-than-expected Q1 earnings of $2.07 per share and revenue of $236.8 million, and declared a quarterly dividend of $0.60 per share.
Horizon Kinetics (NYSE: TPL) adds to Texas Pacific Land stake
Horizon Kinetics Asset Management LLC, a greater than ten percent owner of Texas Pacific Land Corp, recently purchased 1 share of common stock at $381.10 per share in an open-market transaction. This transaction increased their direct holdings to 3,395,611 shares. An earlier Schedule 13D amendment on May 7, 2026, indicated beneficial ownership of 10,109,933 shares.
Texas Pacific Land Corporation $TPL Holdings Raised by Independent Advisor Alliance
Independent Advisor Alliance significantly increased its stake in Texas Pacific Land Corporation, boosting its holdings by 204.9% to 11,594 shares. Other institutional investors like Vanguard and State Street Corp also increased their positions in the company. Analysts maintain a "Moderate Buy" consensus rating for Texas Pacific Land with a target price of $639, following better-than-expected earnings and the declaration of a $0.60 quarterly dividend.
NewEdge Wealth LLC Raises Holdings in Texas Pacific Land Corporation $TPL
NewEdge Wealth LLC significantly increased its stake in Texas Pacific Land Corporation (NYSE:TPL) by 217.8% in the fourth quarter, bringing its total holdings to 5,965 shares valued at $1.71 million. This increase follows positive quarterly results for Texas Pacific Land, which surpassed EPS and revenue estimates, and announced a quarterly dividend of $0.60 per share. Other institutional investors also adjusted their positions in the company, while notable insider transactions included a sale by CAO Stephanie Buffington and a purchase by Director Donna E. Epps.
Crossmark Global Holdings Inc. Grows Position in Texas Pacific Land Corporation $TPL
Crossmark Global Holdings Inc. has significantly increased its stake in Texas Pacific Land Corporation by 409.4% in the fourth quarter, now holding 3,377 shares valued at approximately $970,000. This increase follows strong financial performance by Texas Pacific Land, which reported better-than-expected earnings of $2.07 per share and $236.8 million in revenue, alongside a declared quarterly dividend of $0.60 per share. The company currently holds a "Moderate Buy" consensus rating from analysts with a target price of $639.
Texas Pacific Land Corp. stock underperforms Wednesday when compared to competitors
Texas Pacific Land Corp. (TPL) stock fell 3.71% to $386.51 on Wednesday, marking its second consecutive day of losses. This underperformance occurred during a mixed trading session where the S&P 500 Index rose 0.58% and the Dow Jones Industrial Average declined 0.14%.
A Look At Texas Pacific Land (TPL) Valuation After Strong Q1 Results And Growing Permian And AI-Linked Prospects
Texas Pacific Land (TPL) reported strong Q1 2026 results with revenues of US$236.82 million and net income of US$142.9 million. The stock currently trades at US$401.39, showing a discount to the analyst target of US$445 and an intrinsic value estimate above its market price, suggesting it might be undervalued. However, the company faces potential long-term pressures from decarbonization trends and increased regulatory scrutiny on water resources, which could impact its royalty and water segment revenues.
Horizon Kinetics buys $393 in Texas Pacific Land Corp stock
Horizon Kinetics Asset Management LLC, a major shareholder in Texas Pacific Land Corp (NASDAQ:TPL), recently bought 1 share for $393.71, increasing its direct holdings to 3,395,610 shares. This transaction follows the company's strong year-to-date performance with a 40% return, despite trading at a high P/E of 52.33 and appearing overvalued by InvestingPro. Texas Pacific Land Corp also reported better-than-expected Q1 2026 earnings and revenue, though its stock saw a 4.93% decline.
Horizon Kinetics (TPL) adds to Texas Pacific Land stake with small share purchase
Horizon Kinetics Asset Management LLC, a major owner of Texas Pacific Land Corp (TPL), purchased 1 share of common stock for $393.71 on May 12, 2026. This small open-market transaction increased their direct holdings to 3,395,610 shares, while a recent Schedule 13D amendment reported a beneficial ownership of 10,109,933 shares. Horizon Kinetics continues to hold a significant stake in Texas Pacific Land.
Is Texas Pacific Land Corporation (TPL) A Good Stock To Buy Now?
This article summarizes a bullish thesis on Texas Pacific Land Corporation (TPL), highlighting its unique position as a land royalty company in the Permian Basin with minimal operating costs and high free cash flow. The company benefits from oil and gas royalties, an underappreciated water services segment, and emerging AI-driven demand for data centers on its land. Despite past stock volatility, its underlying asset strength and long-term cash generation potential are emphasized, with recent interest from hedge funds.
Texas Pacific Land’s Q1 Earnings Call: Our Top 5 Analyst Questions
Texas Pacific Land experienced robust Q1 growth in oil and gas royalties and its water segment, though the market reacted negatively to the results. CEO Tyler Glover noted ongoing industry uncertainty despite higher oil prices. This article highlights the top five analyst questions from the earnings call, focusing on new land and water agreements, desalination projects, and the BOLT partnership.
Texas Pacific Land Corporation $TPL Shares Purchased by Schwartz Investment Counsel Inc.
Schwartz Investment Counsel Inc. significantly increased its stake in Texas Pacific Land Corporation (TPL) by 209.7% in Q4, making it their largest holding with 475,104 shares valued at $136.5 million. Analyst sentiment for TPL remains positive, with a "Moderate Buy" consensus and an average price target of $639, following solid quarterly earnings and dividend announcements. The company, a Texas-based land management entity focused on mineral rights and energy-related services in West Texas, has also seen recent insider transactions and other institutional investment activity.
Ethic Inc. Grows Stock Position in Texas Pacific Land Corporation $TPL
Ethic Inc. significantly increased its stake in Texas Pacific Land Corporation by 204.9% in the fourth quarter, bringing its total holdings to 6,469 shares valued at $1.86 million. The company reported strong financial results, surpassing revenue and EPS estimates, and declared a quarterly dividend of $0.60 per share. Analysts currently rate Texas Pacific Land as a "Moderate Buy" with a target price of $639.00.
Horizon Kinetics (TPL) discloses two 1-share Texas Pacific Land grants
Horizon Kinetics Asset Management LLC, a ten percent owner of Texas Pacific Land Corp (TPL), reported two small stock awards of 1 common share each on May 8, 2026, and May 11, 2026. These transactions, priced at $402.00 and $401.44 per share respectively, increased its direct holdings to 3,395,609 shares. A related filing indicated beneficial ownership of 10,109,933 shares as of May 7, 2026.
Texas Pacific Land (TPL) director Peter Doyle granted 254 shares in annual board retainer
Texas Pacific Land Corp (TPL) director Peter Doyle has been granted 254 shares of Common Stock as part of his annual board retainer, bringing his direct holdings to 147,139 shares. The Form 4 filing also details indirect holdings of 1,805 and 11,286 shares held in trusts where his spouse acts as trustee. This equity grant is compensation for his board service, not a market purchase.
KLCM Advisors Inc. Has $8.47 Million Holdings in Texas Pacific Land Corporation $TPL
KLCM Advisors Inc. significantly increased its stake in Texas Pacific Land Corporation by 488.2% in the fourth quarter, holding 29,490 shares valued at $8.47 million. Several other institutional investors also raised their positions, pushing institutional ownership to 59.94%. Texas Pacific Land reported strong quarterly earnings and announced a dividend, with analysts maintaining a "Moderate Buy" rating and a $639 target price.
Texas Pacific Land Corp. stock underperforms Monday when compared to competitors despite daily gains
Texas Pacific Land Corp. (TPL) shares advanced by 2.14% on Monday, closing at $402.63. Despite this daily gain, the stock underperformed its competitors, snapping a six-day losing streak amidst an overall positive trading session where both the S&P 500 and Dow Jones Industrial Average rose.
