Market Cap
$2.7B
EROK
EagleRock Land, LLC
$21.43 ▲ +0.97%
Prev close $21.23Market cap$2.7B
ConsensusStrong Buy
12-mo target$28.83 (+34.5%)
▲ Bullish
Analyst conviction 9/10
Insider Buying Cluster (5 insiders)High Impact Filing (7/10)4 New Institutional Positions
Snapshot
The big-picture read on EROK right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (85%)
Inst. Holders
37 funds
Inst. Value
$145.9M
Inst. Activity
4 buys / 0 sells
Insider Activity
$10.5M buy / $0.00 sell
Insider Net $
$10.5M
Social Sentiment
67° Warm
SEC Reports
11
Price chart 30d -16.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 10, 2026 Insider
Kumar Raj was granted 7,824 shares
Director
Sep 10, 2026 Insider
Hunt Robert W JR was granted 27,473 shares
General Counsel
Sep 10, 2026 Insider
Aug 11, 2026 SEC Reed Stephanie L was granted 7,534 shares
Director
EagleRock Land reported Q2 2026 revenue of $41.5M (GAAP) and a GAAP net loss of $(37.5)M, driven by $57.4M in IPO-relate
8-K — Impact 7/10
Aug 10, 2026 earnings_calendar
EROK Q2 2026 Earnings Scheduled — 2026-08-10
Jun 30, 2026 Inst.
FIRST MANHATTAN CO. LLC. — NEW
3,256,970 shares ($69.2M)
Jun 30, 2026 Inst.
Jun 24, 2026 SEC CIBC Bancorp USA Inc. — NEW
726,015 shares ($15.4M)
EagleRock Land filed its first quarterly report as a public company, covering the Predecessor's Q1 2026 results. The fil
8-K — Impact 4/10
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
85% rate it Buy or better · 13 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 1, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Aug 21, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Aug 12, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jun 8, 2026 | Raymond James | INITIATE | Outperform | 54% |
| Jun 8, 2026 | Piper Sandler | INITIATE | Overweight | 54% |
| Jun 8, 2026 | Goldman Sachs | INITIATE | Neutral | 54% |
| Jun 8, 2026 | Stephens & Co. | INITIATE | Overweight | 54% |
| Jun 8, 2026 | Barclays | INITIATE | Overweight | 54% |
| Jun 8, 2026 | JP Morgan | INITIATE | Overweight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 8 | 2 | 0 | 0 | 85% | |
| Aug 1, 2026 | 3 | 8 | 2 | 0 | 0 | 85% | |
| Jul 1, 2026 | 3 | 8 | 2 | 0 | 0 | 85% |
Price targets
Where 6 covering analysts think EROK trades over the next 12 months.
$28.83 +34.5% upside Strong Buy
Current$21.44 Low$27.00 Median$28.00 High$33.00 6 analysts
$27.00$33.00
Analyst rating Buy· 2.0/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
67°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
11 SEC filing reports analyzed · 2 bullish, 0 bearish, 1 mixed, 8 neutral · avg impact 4.2/10.
BULLISH8-K7/10
EagleRock Land reported Q2 2026 revenue of $41.5M (GAAP) and a GAAP net loss of $(37.5)M, driven by
Aug 11, 2026
NEUTRAL8-K4/10
EagleRock Land filed its first quarterly report as a public company, covering the Predecessor's Q1 2
Jun 24, 2026
BULLISHCLUSTER7/10
Two directors at EagleRock Land, LLC made open-market purchases totaling $4.72M on the same day the
May 19, 2026
NEUTRAL32/10
TCW Group Inc. files Form 3 initial beneficial ownership report for EagleRock Land, LLC (EROK), disc
May 19, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 10, 2026
earnings_calendar
EROK Q2 2026 Earnings Scheduled — 2026-08-10
May 15, 2026
ftd
FTD: EROK — 32,547 shares ($0.7M) failed to deliver
Settlement: 20260515, Price: $21.84, FTD Value: $710,826.48, EAGLEROCK LD LLC CL A
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.14 | $0.14–$0.14 | — | — | 0↑ 1↓ | $0.0B | 1 |
| Next Q | $0.24 | $0.24–$0.24 | — | — | 0↑ 1↓ | $0.1B | 1 |
| Current FY | $0.12 | $0.12–$0.12 | — | — | — | $0.2B | 1 |
| Next FY | $0.95 | $0.95–$0.95 | 693.3% | — | 3↑ 0↓ | $0.2B | 1 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.136 | — |
| 7d ago | $0.000 | +0.136 |
| 30d ago | $0.000 | +0.136 |
| 60d ago | $0.130 | +0.006 |
| 90d ago | $0.152 | -0.016 |
Institutional ownership
Which big funds own EROK (from quarterly 13F filings) and who is adding or trimming.
37 institutional holders with $145.9M total value (8,924,775 shares) as of 2026-Q2. Top holders: FIRST, CIBC, BlackRock,. Net buying activity: 4 institutions added/increased vs 0 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FIRST MANHATTAN CO. LLC. | 3,256,970 | $69.2M | 47.4% | NEW |
| CIBC Bancorp USA Inc. | 726,015 | $15.4M | 10.6% | NEW |
| BlackRock, Inc. | 605,848 | $12.9M | 8.8% | NEW |
| CITADEL ADVISORS LLC | 549,394 | $11.7M | 8.0% | NEW |
| Russell Investments Group, Ltd. | 173,008 | $3.7M | 2.5% | — |
| JANE STREET GROUP, LLC | 153,744 | $3.3M | 2.2% | — |
| MARSHALL WACE, LLP | 123,612 | $2.6M | 1.8% | — |
| LMR Partners LLP | 102,680 | $2.2M | 1.5% | — |
| Schonfeld Strategic Advisors LLC | 102,290 | $2.2M | 1.5% | — |
| D. E. Shaw & Co., Inc. | 100,000 | $2.1M | 1.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FIRST MANHATTAN CO. LLC. | NEW | — | 3,256,970 | — | $69.2M |
| CIBC Bancorp USA Inc. | NEW | — | 726,015 | — | $15.4M |
| BlackRock, Inc. | NEW | — | 605,848 | — | $12.9M |
| CITADEL ADVISORS LLC | NEW | — | 549,394 | — | $11.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
9 insiders, 23 transactions. Net $10.5M — $10.5M bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 10, 2026 | Kumar Raj | Director | AWARD | 7,824 | — | — |
| Sep 10, 2026 | Hunt Robert W JR | General Counsel | AWARD | 27,473 | — | — |
| Sep 10, 2026 | Reed Stephanie L | Director | AWARD | 7,534 | — | — |
| Sep 10, 2026 | Nelson James Carl | Director | AWARD | 7,534 | — | — |
| Sep 10, 2026 | Shah Neal H | See Remarks | AWARD | 47,619 | — | — |
| Sep 10, 2026 | Wallace Michael Wayne | Director | AWARD | 7,244 | — | — |
| Sep 10, 2026 | Coats Richard Harlan | Director | AWARD | 7,244 | — | — |
| Sep 10, 2026 | Lott Jeff Slaughter | Director | AWARD | 7,244 | — | — |
| Jul 24, 2026 | Shah Neal H | See Remarks | AWARD | 1,283,244 | — | — |
| Jul 24, 2026 | Shah Neal H | See Remarks | TAX W/H | 498,470 | $22.32 | $11.1M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for EROK.
Shares short
696,189
Settlement Sep 15, 2026
Change vs prior
+6.1%
Semi-monthly cycle
Days to cover
5.7
At avg daily volume
Of shares outstanding
≈0.5%
Estimate — not % of float
All EROK filing & press-release reports (11)
- 8-K reportAug 11, 2026
- 8-K reportJun 24, 2026
- CLUSTER reportMay 19, 2026
- 3 reportMay 19, 2026
- 424B4 reportMay 14, 2026
- 3 reportMay 13, 2026
- 3 reportMay 13, 2026
- 3 reportMay 13, 2026
- 3 reportMay 13, 2026
- S-1/A reportMay 11, 2026
- S-1/A reportMay 4, 2026