Texas Pacific Land (NYSE:TPL) Stock Price Up 6.6% on Better-Than-Expected Earnings

Shares of Texas Pacific Land Corporation (NYSE:TPL) rose 6.6% during mid-day trading on Thursday following a better than expected earnings announcement. The company traded as high as $470.80 and last traded at $469.72. Approximately 334,377 shares were traded during trading, a decline of 23% from the average daily volume of 436,164 shares. The stock had previously closed at $440.71.

The financial services provider reported $1.79 EPS for the quarter, topping analysts’ consensus estimates of $1.73 by $0.06. The firm had revenue of $211.60 million for the quarter, compared to the consensus estimate of $204.00 million. Texas Pacific Land had a return on equity of 36.18% and a net margin of 60.31%.

Texas Pacific Land Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 2nd will be given a $0.60 dividend. The ex-dividend date is Monday, March 2nd. This represents a $2.40 annualized dividend and a yield of 0.5%. This is a boost from Texas Pacific Land’s previous quarterly dividend of $0.53. Texas Pacific Land’s payout ratio is currently 30.52%.

Key Headlines Impacting Texas Pacific Land

Here are the key news stories impacting Texas Pacific Land this week:

• Positive Sentiment: Q4 results beat expectations — EPS $1.79 vs $1.73 est. and revenue $211.6M vs $204M; high net margin and ROE underline cash-generative model. Texas Pacific Land Corp (TPL) Q4 2025 Earnings Call Highlights
• Positive Sentiment: Board raised the quarterly dividend to $0.60 (12.5% increase), signaling confidence in cash flow and returning capital to shareholders. Q4 and Full-Year 2025 Results (Business Wire)
• Positive Sentiment: Company reported record water sales and flagged strategic expansion into data centers and desalination — revenue diversification that can lift margins and long‑term growth. Targets data center and desalination growth; water sales record
• Positive Sentiment: Technical momentum: relative strength rating upgrade and key benchmark achievement, which can attract momentum/technical buyers. RSI upgrade article
• Neutral Sentiment: Analyst/market writeups highlight TPL’s pivot toward data‑center opportunities (including commentary about a potential large GW-sized partnership) — positive strategic signal but still prospective. Seeking Alpha bullish thesis
• Neutral Sentiment: Company-hosted materials (earnings presentation and call transcript) are available — useful for parsing guidance and segment-level trends; watch slides/call for data-center cadence. Earnings call transcript
• Neutral Sentiment: TPL appears on broader lists of top energy performers YTD — useful context but not a direct driver of fundamentals. Top 10 E&P YTD performance
• Negative Sentiment: Valuation and strategy risk — TPL trades at a premium (P/E in the high 60s/70s) and faces an “earnings test” as it pivots toward AI/data-center initiatives; execution risk and high multiples could limit near-term upside. Investing.com: earnings test amid pivot

Wall Street Analysts Forecast Growth

Several research firms recently commented on TPL. Zacks Research upgraded shares of Texas Pacific Land to a “hold” rating in a research report on Wednesday, December 3rd. KeyCorp set a $350.00 target price on shares of Texas Pacific Land and gave the stock an “overweight” rating in a research note on Monday, December 1st. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Texas Pacific Land in a research report on Monday, December 29th. One research analyst has rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $350.00.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the company. Insight Wealth Partners LLC lifted its stake in shares of Texas Pacific Land by 5.6% in the second quarter. Insight Wealth Partners LLC now owns 208 shares of the financial services provider’s stock worth $220,000 after buying an additional 11 shares in the last quarter. Citizens Financial Group Inc. RI boosted its holdings in shares of Texas Pacific Land by 1.7% during the 3rd quarter. Citizens Financial Group Inc. RI now owns 704 shares of the financial services provider’s stock worth $657,000 after purchasing an additional 12 shares during the last quarter. EverSource Wealth Advisors LLC boosted its holdings in shares of Texas Pacific Land by 21.4% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 68 shares of the financial services provider’s stock worth $72,000 after purchasing an additional 12 shares during the last quarter. Assetmark Inc. grew its position in shares of Texas Pacific Land by 33.3% in the second quarter. Assetmark Inc. now owns 52 shares of the financial services provider’s stock valued at $55,000 after purchasing an additional 13 shares in the last quarter. Finally, PFG Investments LLC increased its holdings in shares of Texas Pacific Land by 3.6% in the third quarter. PFG Investments LLC now owns 373 shares of the financial services provider’s stock valued at $348,000 after purchasing an additional 13 shares during the last quarter. 59.94% of the stock is owned by institutional investors and hedge funds.

Texas Pacific Land Price Performance

The stock has a market cap of $34.43 billion, a price-to-earnings ratio of 71.58 and a beta of 0.95. The firm has a fifty day moving average of $339.97 and a 200 day moving average of $317.99.

Texas Pacific Land Company Profile

Texas Pacific Land Corporation (NYSE: TPL) is a Texas-based land management company that derives revenue from the ownership and stewardship of large tracts of land and associated mineral rights in West Texas. The company’s origins trace to 19th century land grants associated with the Texas and Pacific Railway; over time those grant holdings have been retained and managed as a standalone corporate asset base. Texas Pacific Land is publicly listed and operates as a landowner and resource manager rather than as a traditional oil and gas producer.

The company’s primary activities include management of surface rights and leasing of land for energy and other commercial uses, administration of mineral royalty interests, and provision of water and related services to industrial customers.