TPL - Texas Pacific Land Corporation
Texas Pacific Land is now primarily an AI infrastructure and data center land play, not just an oil royalty company. TPL's valuation implies an excessive amount of GW of future data center capacity. I rate TPL a SELL with a $250 price target, as its premium bakes in excessive data center growth; LandBridge is a BUY at $75, reflecting more realistic expectations.
I present a $1 million 'All-American' portfolio blending 50% S&P 500 ETF with six sector-leading U.S. stocks. VOO anchors the portfolio for low-cost, broad exposure, while single-stock picks target finance (MA, CME), energy (TPL), agriculture (DE), aerospace/defense (RTX), and consumer (MCD). Each stock is selected for durable advantages: MA and CME for scalable, oligopolistic finance; TPL for energy royalties; DE for agricultural tech; RTX for balanced defense/commercial aerospace; MCD for global brand and real estate model.
I've decided to replace my existing Permian exploration and production exposure with Texas Pacific Land Corporation. The stock shows evidence of upside capture during bullish oil price cycles. Water services and toll-booth oil and gas royalties limit downside capture in down-cycles. I enjoy the idea of CapEx being spent on growth instead of maintenance, which is a feature distinct from oil and gas producers.
Investors need to pay close attention to TPL stock based on the movements in the options market lately.
DALLAS--(BUSINESS WIRE)--TEXAS PACIFIC LAND CORPORATION ANNOUNCES AGREEMENT TO PROVIDE LAND AND WATER SOLUTIONS TO CHEVRON FOR A LARGE-SCALE POWER PROJECT.
A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates.
An Exxon senior vice president just told Tom Bilyeu's Impact Theory podcast that physical Brent cargoes are heading to $150 to $160 per barrel in the coming weeks as global inventories approach all-time lows.
Texas Pacific Land Corporation delivers record Q1 2026 revenue of $236.8M and net income of $142.9M, up 21% and 18.4% YoY, respectively. TPL's diversified revenue streams—oil and gas royalties, water sales, easements, and produced water royalties—underscore its capital-efficient, debt-free business model. The Bolt partnership positions TPL to capitalize on the AI-driven data center boom in the Permian, leveraging vast land, water, and power resources.
Texas Pacific Land Corporation (TPL) remains a Strong Buy despite a 23% price drop since my last rating, driven by its evolving business model. TPL's water handling and real estate empire, especially its monopoly position in water sales to data centers, underpins high-margin, recurring revenue streams. The near-complete 10,000-barrel-per-day desalination facility offers proof of concept for scaling toxic-to-clean water conversion, with significant earnings potential.
Insight into Murray Stahl (Trades, Portfolio)'s Recent 13F Filing and Investment Strategy Murray Stahl (Trades, Portfolio) recently submitted the 13F filing fo
Texas Pacific Land Corporation remains a high-conviction long-term Buy, despite volatility and a premium 53x blended P/E valuation. TPL's unique landowner model generates ~60% net income margins, minimal CapEx, and robust free cash flow, driven by oil/gas royalties and booming water businesses. Produced water and data center initiatives in the Permian Basin position TPL for multi-decade secular growth, with early-stage commercialization and partnerships underway.
Texas Pacific Land Corporation (TPL) Q1 2026 Earnings Call Transcript
Texas Pacific (TPL) came out with quarterly earnings of $2.07 per share, beating the Zacks Consensus Estimate of $2.03 per share. This compares to earnings of $1.75 per share a year ago.
DALLAS--(BUSINESS WIRE)--TEXAS PACIFIC LAND CORPORATION ANNOUNCES FIRST QUARTER RESULTS.
DALLAS--(BUSINESS WIRE)--TPL ANNOUNCES THE APPOINTMENT OF PETER DOYLE TO THE BOARD.
Texas Pacific Land reports Q1 2026 May 6 after close as record royalties and water volumes face softer oil prices and fewer new wells.
XPLR Infrastructure (XIFR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Certuity LLC grew its stake in shares of Texas Pacific Land Corporation (NYSE: TPL) by 194.3% in the undefined quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 3,220 shares of the financial services provider's stock after buying an additional 2,126 shares during the period. Certuity
Texas Pacific (TPL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
B. Metzler seel. Sohn and Co. AG grew its holdings in Texas Pacific Land Corporation (NYSE: TPL) by 219.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 2,499 shares of the financial services provider's stock after purchasing an additional