LandBridge (NYSE:LB) Shares Gap Up After Insider Buying Activity

LandBridge Company LLC (NYSE:LB) shares gapped up prior to trading on Wednesday following insider buying activity. The stock had previously closed at $45.55, but opened at $47.46. LandBridge shares last traded at $44.4510, with a volume of 76,222 shares.

Specifically, insider Harrison Fenner Bolling acquired 850 shares of the business’s stock in a transaction on Monday, January 5th. The shares were acquired at an average price of $46.84 per share, for a total transaction of $39,814.00. Following the completion of the acquisition, the insider owned 66,874 shares in the company, valued at $3,132,378.16. This trade represents a 1.29% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Jason Thomas Long bought 2,143 shares of the stock in a transaction dated Monday, January 5th. The shares were acquired at an average price of $46.59 per share, with a total value of $99,842.37. Following the completion of the acquisition, the insider directly owned 223,546 shares of the company’s stock, valued at approximately $10,415,008.14. The trade was a 0.97% increase in their position. The SEC filing for this purchase provides additional information.

Wall Street Analysts Forecast Growth

LB has been the topic of several recent research reports. Barclays cut their price target on LandBridge from $66.00 to $57.00 and set an “equal weight” rating on the stock in a research note on Tuesday, October 14th. Raymond James Financial cut LandBridge from a “moderate buy” rating to a “strong sell” rating in a research note on Friday, December 5th. Zacks Research upgraded shares of LandBridge from a “hold” rating to a “strong-buy” rating in a research note on Monday. Janney Montgomery Scott downgraded shares of LandBridge from a “buy” rating to a “neutral” rating in a research report on Thursday, November 13th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of LandBridge in a research note on Tuesday, October 14th. One research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, LandBridge has a consensus rating of “Hold” and an average price target of $73.33.

Key LandBridge News

Here are the key news stories impacting LandBridge this week:

• Positive Sentiment: Several insiders bought shares this week, signaling management confidence: Jason Thomas Long purchased 2,143 shares (~$46.59 avg). Jason Long SEC Filing
• Positive Sentiment: Harrison Fenner Bolling acquired 850 shares (~$46.84 avg), modestly increasing his position. Harrison Bolling SEC Filing
• Positive Sentiment: Scott Lloyd McNeely purchased 549 shares (~$45.49 avg), a small but visible insider buy. Scott McNeely SEC Filing
• Positive Sentiment: Zacks Research upgraded LB from “hold” to “strong-buy,” which can attract momentum buyers and short-covering. Zacks Upgrade
• Neutral Sentiment: LandBridge pays a modest quarterly dividend ($0.10 per quarter, ~$0.40 annualized, ≈0.9% yield) — supportive for income investors but not a major catalyst. MarketBeat Profile
• Neutral Sentiment: Recent institutional activity shows position changes among large holders (Vanguard, UBS, Raymond James), but flows reported so far are incremental and not decisively directional. Institutional Activity
• Negative Sentiment: Fundamental headwind — last reported quarter missed EPS (reported $0.26 vs. $0.70 consensus), which remains a meaningful concern for valuation and earnings-driven investors. Earnings Detail
• Negative Sentiment: Sell-side sentiment is mixed: several downgrades and target cuts (including a Raymond James downgrade) keep the consensus at “Hold,” limiting upside from the upgrade and insider buys. Analyst Coverage

LandBridge Trading Up 6.6%

The company has a debt-to-equity ratio of 0.52, a quick ratio of 4.15 and a current ratio of 4.15. The firm has a market cap of $3.67 billion, a PE ratio of 67.31 and a beta of 0.43. The stock has a 50-day simple moving average of $57.67 and a two-hundred day simple moving average of $56.68.

LandBridge (NYSE:LB) last announced its quarterly earnings results on Wednesday, November 12th. The company reported $0.26 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.70 by ($0.44). LandBridge had a net margin of 13.72% and a return on equity of 4.63%. The company had revenue of $50.83 million for the quarter, compared to analysts’ expectations of $49.13 million. As a group, sell-side analysts anticipate that LandBridge Company LLC will post 0.99 EPS for the current year.

LandBridge Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, December 18th. Shareholders of record on Thursday, December 4th were paid a dividend of $0.10 per share. The ex-dividend date was Thursday, December 4th. This represents a $0.40 dividend on an annualized basis and a yield of 0.8%. LandBridge’s payout ratio is currently 57.14%.

Hedge Funds Weigh In On LandBridge

Several hedge funds and other institutional investors have recently modified their holdings of the company. NewEdge Advisors LLC boosted its stake in shares of LandBridge by 110.6% in the 2nd quarter. NewEdge Advisors LLC now owns 398 shares of the company’s stock worth $27,000 after buying an additional 209 shares during the last quarter. Aquatic Capital Management LLC bought a new position in LandBridge in the third quarter valued at about $63,000. Avondale Wealth Management purchased a new position in LandBridge in the second quarter worth about $81,000. Jones Financial Companies Lllp grew its stake in shares of LandBridge by 805.9% during the 3rd quarter. Jones Financial Companies Lllp now owns 1,232 shares of the company’s stock valued at $67,000 after purchasing an additional 1,096 shares during the period. Finally, Comerica Bank grew its stake in shares of LandBridge by 13.6% during the 3rd quarter. Comerica Bank now owns 1,369 shares of the company’s stock valued at $73,000 after purchasing an additional 164 shares during the period.

LandBridge Company Profile

LandBridge Company LLC owns and manages land and resources to support and enhance oil and natural gas development in the United States. It owns surface acres in and around the Delaware Basin in Texas and New Mexico. The company holds a portfolio of oil and gas royalties. It also sells brackish water and other surface composite materials. The company was founded in 2021 and is based in Houston, Texas. LandBridge Company LLC operates as a subsidiary of LandBridge Holdings LLC.