Market Cap
$6.3B
LB
LandBridge Co LLC
$82.24 ▲ +1.81%
Prev close $80.77Market cap$6.3B
ConsensusBuy
12-mo target$88.57 (+7.7%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)17 New Institutional Positions13 Institutional Exits Real Estate
Snapshot
The big-picture read on LB right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (75%)
Inst. Holders
50 funds
Inst. Value
$1.3B
Inst. Activity
17 buys / 13 sells
Insider Activity
$0.00 buy / $191.6M sell
Insider Net $
-$191.6M
Social Sentiment
64° Warm
SEC Reports
3
Price chart 30d -3.8%
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.
Aug 27, 2026 ftd
Aug 12, 2026 SEC FTD: LB — 14,075 shares ($1.2M) failed to deliver
Settlement: 20260827, Price: $88.59, FTD Value: $1,246,904.25, LANDBRIDGE CO LLC CL A
Two directors/10% owners of LandBridge Co LLC (LB) sold a combined 2.5M shares for ~$187.6M in open-market transactions
CLUSTER — Impact 6/10
Aug 7, 2026 Insider
LandBridge Holdings LLC disposed of 1,250,000 shares
Director
Aug 7, 2026 Insider
LandBridge Holdings LLC acquired 1,250,000 shares
Director
Aug 7, 2026 Insider
Capobianco David N disposed of 1,250,000 shares
Director
Jun 30, 2026 Inst.
FMR LLC — ADD
1,775,450 shares ($140.7M)
Jun 30, 2026 Inst.
Apr 30, 2026 SEC WILLIAM BLAIR INVESTMENT MANAGEMENT, — ADD
1,235,265 shares ($97.9M)
LandBridge Co LLC filed a DEFA14A (additional definitive proxy soliciting materials) providing notice of its 2026 Annual
DEFA14A — Impact 2/10
Analyst ratings buy % +5.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
75% rate it Buy or better · 16 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 1, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Aug 26, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 21, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| May 8, 2026 | Piper Sandler | REITERATE | Neutral | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 9 | 4 | 0 | 0 | 75% | |
| Aug 1, 2026 | 3 | 9 | 4 | 0 | 0 | 75% | |
| Jul 1, 2026 | 3 | 9 | 4 | 0 | 0 | 75% | |
| Jun 1, 2026 | 3 | 9 | 4 | 0 | 0 | 75% | |
| May 1, 2026 | 3 | 9 | 4 | 0 | 0 | 75% | |
| Apr 1, 2026 | 3 | 9 | 4 | 0 | 0 | 75% | |
| Mar 1, 2026 | 3 | 9 | 4 | 0 | 0 | 75% | |
| Feb 1, 2026 | 3 | 9 | 5 | 0 | 0 | 71% |
Price targets
Where 7 covering analysts think LB trades over the next 12 months.
$88.57 +7.7% upside Buy
Current$82.24 Low$75.00 Median$90.00 High$98.00 7 analysts
$75.00$98.00
Analyst rating None as of Oct 2, 2026
Social media sentiment mood +7.1%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
64°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
3 SEC filing reports analyzed · 1 bullish, 1 bearish, 0 mixed, 1 neutral · avg impact 5.3/10.
BEARISHCLUSTER6/10
Two directors/10% owners of LandBridge Co LLC (LB) sold a combined 2.5M shares for ~$187.6M in open-
Aug 12, 2026
NEUTRALDEFA14A2/10
LandBridge Co LLC filed a DEFA14A (additional definitive proxy soliciting materials) providing notic
Apr 30, 2026
BULLISH8-K8/10
LandBridge Co LLC reported strong fourth quarter and full-year 2025 results, with revenue up 56% YoY
Feb 25, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 27, 2026
ftd
FTD: LB — 14,075 shares ($1.2M) failed to deliver
Settlement: 20260827, Price: $88.59, FTD Value: $1,246,904.25, LANDBRIDGE CO LLC CL A
Aug 24, 2026
ftd
FTD: LB — 5,698 shares ($0.5M) failed to deliver
Settlement: 20260824, Price: $89.71, FTD Value: $511,167.58, LANDBRIDGE CO LLC CL A
Aug 21, 2026
ftd
FTD: LB — 8,028 shares ($0.7M) failed to deliver
Settlement: 20260821, Price: $87.03, FTD Value: $698,676.84, LANDBRIDGE CO LLC CL A
Aug 7, 2026
ftd
FTD: LB — 36,092 shares ($2.9M) failed to deliver
Settlement: 20260807, Price: $80.40, FTD Value: $2,901,796.8, LANDBRIDGE CO LLC CL A
Aug 6, 2026
ftd
FTD: LB — 52,229 shares ($4.0M) failed to deliver
Settlement: 20260806, Price: $75.63, FTD Value: $3,950,079.27, LANDBRIDGE CO 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 | $0.43 | $0.43–$0.43 | 305.9% | +4.9% | 1↑ 0↓ | $0.1B | 1 |
| Next Q | $0.44 | $0.44–$0.44 | -17.9% | -4.3% | 1↑ 0↓ | $0.1B | 1 |
| Current FY | $1.50 | $1.50–$1.50 | 59.6% | +1.4% | 1↑ 0↓ | $0.3B | 1 |
| Next FY | $2.12 | $2.12–$2.12 | 41.3% | -1.4% | 1↑ 0↓ | $0.3B | 1 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.430 | — |
| 7d ago | $0.410 | +0.020 |
| 30d ago | $0.410 | +0.020 |
| 60d ago | $0.410 | +0.020 |
| 90d ago | $0.410 | +0.020 |
Institutional ownership
Which big funds own LB (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.3B total value (16,882,821 shares) as of 2026-Q2. Top holders: FIRST, FMR, VANGUARD. Net buying activity: 17 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FIRST MANHATTAN CO. LLC. | 7,082,845 | $561.2M | 42.0% | — |
| FMR LLC | 1,775,450 | $140.7M | 10.5% | ADD +33.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,267,116 | $100.4M | 7.5% | — |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1,235,265 | $97.9M | 7.3% | ADD +39.2% |
| MORGAN STANLEY | 731,836 | $58.0M | 4.3% | TRIM -50.4% |
| Hood River Capital Management LLC | 592,619 | $47.0M | 3.5% | — |
| UBS Group AG | 573,587 | $45.5M | 3.4% | DOUBLED +130.4% |
| TWO SIGMA INVESTMENTS, LP | 518,850 | $41.1M | 3.1% | — |
| RAYMOND JAMES FINANCIAL INC | 376,807 | $29.9M | 2.2% | — |
| CAPTRUST FINANCIAL ADVISORS | 281,951 | $22.3M | 1.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 1,334,828 | 1,775,450 | +33.0% | $140.7M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | ADD | 887,466 | 1,235,265 | +39.2% | $97.9M |
| MORGAN STANLEY | TRIM | 1,475,827 | 731,836 | -50.4% | $58.0M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 18,865 | 211,305 | +1020.1% | $16.7M |
| MARSHALL WACE, LLP | NEAR_EXIT | 562,062 | 118,494 | -78.9% | $9.4M |
| JANE STREET GROUP, LLC | TRIM | 214,698 | 106,520 | -50.4% | $8.4M |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | 40,392 | 83,955 | +107.9% | $6.7M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 24,973 | 78,767 | +215.4% | $6.2M |
| SEI INVESTMENTS CO | TRIM | 134,720 | 67,360 | -50.0% | $5.3M |
| BARCLAYS PLC | ADD | 30,857 | 58,629 | +90.0% | $4.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
10 insiders, 23 transactions. Net -$191.6M — $0.00 bought, $191.6M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 7, 2026 | LandBridge Holdings LLC | Director | J | 1,250,000 | — | — |
| Aug 7, 2026 | LandBridge Holdings LLC | Director | CONVERT | 1,250,000 | — | — |
| Aug 7, 2026 | Capobianco David N | Director | J | 1,250,000 | — | — |
| Aug 7, 2026 | Capobianco David N | Director | CONVERT | 1,250,000 | — | — |
| Aug 7, 2026 | Capobianco David N | Director | SELL | 1,250,000 | $75.05 | $93.8M |
| Aug 7, 2026 | Capobianco David N | Director | CONVERT | 1,250,000 | — | — |
| Aug 7, 2026 | LandBridge Holdings LLC | Director | SELL | 1,250,000 | $75.05 | $93.8M |
| Aug 7, 2026 | LandBridge Holdings LLC | Director | CONVERT | 1,250,000 | — | — |
| Aug 4, 2026 | Bolling Harrison Fenner | See Remarks | AWARD | 13,572 | — | — |
| Aug 4, 2026 | McNeely Scott Lloyd | See Remarks | AWARD | 14,929 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for LB.
Shares short
3,530,256
Settlement Sep 15, 2026
Change vs prior
-0.7%
Semi-monthly cycle
Days to cover
17.0
At avg daily volume
Of shares outstanding
≈4.6%
Estimate — not % of float
All LB filing & press-release reports (3)
- CLUSTER reportAug 12, 2026
- DEFA14A reportApr 30, 2026
- 8-K reportFeb 25, 2026