SecBot SecBot

LB

LandBridge Corp
NYSE· Oil Royalty Traders· Inc. DE· CIK 0001995807 Real Estate
$79.58 +0.44 (+0.56%)
Oct 26 4:00 PM ET · prev $79.14
Market cap
$5.9B
Mid cap
Consensus
Buy
75% Buy or better · 16 analysts
Median target
$91.00
+14% · range $75.00–98.00
Next earnings
Nov 4
in 8 days
1 year
+33.5%
from $59.62 · Oct 27
30 days
−1.4%
from $80.72
52-week range
$44.20–89.71
−11% from high · low Jan 7
Avg volume 20D
245.4K
shares / day
Short interest
🔒 Subscribers only
Insider net
−$191.6M
0 buyers · 3 sellers · 12 mo
New fund stakes
0
Q2 2026 13F · 0 exits
Filing reports
9
analyzed by SecBot
SecBot read BEARISH 7 reports · 90 days
Balance 2 bearish · 0 bullish · 1 mixed · 4 neutral oldest → newest, height = score
Avg score ·High conf. 4/7 ·Next Earnings date, Nov 4, 2026
Strongest BEARISH LandBridge announced a $100M add-on offering of 6.250% Senior Notes due 2030, with proceeds to repay…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersBEARISH

    3 insiders sold $191.6M.

  • InstitutionsMIXED

    Q2 2026: 17 added (0 new), 13 trimmed or exited.

  • AnalystsBULLISH

    12 of 16 rate it Buy or better. Median target $91.00 (+14%).

  • TrendDOWNTREND

    6% below its 50-day average.

Who's buying

13F· Q2 2026
0
new positions
0
exits
FundMoveSharesValue
FMR LLCADD1,775,450$140.7M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCADD1,235,265$97.9M
MORGAN STANLEYTRIM731,836$58.0M
MILLENNIUM MANAGEMENT LLCDOUBLED211,305$16.7M
MARSHALL WACE, LLPNEAR_EXIT118,494$9.4M
JANE STREET GROUP, LLCTRIM106,520$8.4M
TUDOR INVESTMENT CORP ET ALDOUBLED83,955$6.7M
GOLDMAN SACHS GROUP INCDOUBLED78,767$6.2M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

16 analysts
Buy 75% rate it Buy or better
Strong Buy3Buy9Hold4Sell0Strong Sell0
12-month targets · 7 analysts

Price is inside the target range. Median implies +14%.Targets as of Oct 27, 2026.

Recent actions
DateFirmActionRating
Sep 1, 2026Piper Sandler
MAINTAIN
MAINTAINNeutral
Aug 26, 2026Citigroup
MAINTAIN
MAINTAINNeutral
Jul 21, 2026Piper Sandler
MAINTAIN
MAINTAINNeutral
May 8, 2026Piper Sandler
REITERATE
REITERATENeutral

Insider ledger

Form 4
$0
bought · 0 insiders
$191.6M
sold · 3 insiders
DateInsiderTypeValue
Aug 7, 2026
LandBridge Holdings LLC
Director
OTHER1,250,000 sh
Aug 7, 2026
LandBridge Holdings LLC
Director
CONVERT1,250,000 sh
Aug 7, 2026
Capobianco David N
Director
OTHER1,250,000 sh
Aug 7, 2026
Capobianco David N
Director
CONVERT1,250,000 sh
Aug 7, 2026
Capobianco David N
Director
SELL$93.8M
Aug 7, 2026
Capobianco David N
Director
CONVERT1,250,000 sh
Aug 7, 2026
LandBridge Holdings LLC
Director
SELL$93.8M
Aug 7, 2026
LandBridge Holdings LLC
Director
CONVERT1,250,000 sh

Earnings setup

Estimates
Nov 4
reports in 8 days

Revision history: 🔒 Fresh data, subscribers only

PeriodEPS est.Range30D rev.Revenue
Current Q🔒 Fresh data, subscribers only
Next Q🔒 Fresh data, subscribers only
Current FY🔒 Fresh data, subscribers only
Next FY🔒 Fresh data, subscribers only

Short side

FINRA· Oct 15, 2026
🔒 Subscribers only
shares short
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 26, 2026 SEC
🔒 Fresh report (last 24h), subscribers only
Oct 14, 2026 SEC
NYSE Texas filed a Form 25-NSE to delist LandBridge Company LLC's Class A shares (old LB) following its conversion and…
25-NSE — Impact 2/10
Oct 14, 2026 SEC
LandBridge Corp (LB) filed a Form 25-NSE with the NYSE to remove its Class A Common Stock from listing and…
25-NSE — Impact 3/10
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
Aug 5, 2026 Earnings calendar
LB Q2 2026 Earnings Scheduled — 2026-08-05
Jun 30, 2026 Inst.
FMR LLC — ADD
1,775,450 shares ($140.7M)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Nov 4, 2026
Earnings date
LB Q3 2026 Earnings Scheduled — 2026-11-04
Recent
Aug 5, 2026
Earnings date
LB Q2 2026 Earnings Scheduled — 2026-08-05
May 14, 2026
Short interest
FTD: LB — 40,764 shares ($2.7M) failed to deliver
Settlement: 20260514, Price: $67.36, FTD Value: $2,745,863.04, LANDBRIDGE CO LLC CL A
May 6, 2026
Short interest
FTD: LB — 17,937 shares ($1.2M) failed to deliver
Settlement: 20260506, Price: $66.14, FTD Value: $1,186,353.18, LANDBRIDGE CO LLC CL A
May 6, 2026
Earnings date
LB Q1 2026 Earnings Scheduled — 2026-05-06
May 5, 2026
Short interest
FTD: LB — 29,617 shares ($1.9M) failed to deliver
Settlement: 20260505, Price: $65.07, FTD Value: $1,927,178.19, LANDBRIDGE CO LLC CL A

SecBot reports

9 filings · 1 bullish · 2 bearish · 1 mixed · 5 neutral
All LB filing & press-release reports (9)