SecBot SecBot

TPL

Texas Pacific Land Corp
NYSE· Oil Royalty Traders· Inc. DE· CIK 0001811074 Real Estate
$333.46 −4.80 (−1.42%)
Oct 26 4:00 PM ET · prev $338.26
Market cap
$23.0B
Large cap
Median target
$443.00
+33% · range $247.00–639.00
Next earnings
Nov 4
in 8 days · EPS est. $2.33
1 year
+7.6%
from $309.80 · Oct 27
30 days
−1.4%
from $338.15
52-week range
$273.56–539.79
−38% from high · low Dec 16
Avg volume 20D
283.9K
shares / day
Short interest
🔒 Subscribers only
Insider net
+$21.0K
2 buyers · 0 sellers · since Jul 22
New fund stakes
1
Q2 2026 13F · 0 exits
Reddit crowd
50°
Neutral · 1 mention this week
Filing reports
27
analyzed by SecBot
SecBot read MIXED 8 reports · 90 days
Balance 0 bearish · 1 bullish · 7 neutral oldest → newest, height = score
Avg score ·High conf. 5/8 ·Next Earnings date, Nov 4, 2026
Strongest BULLISH Three asset managers (Farther Finance, Concurrent Investment, Vontobel) doubled or added to TPL positions in…
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.

  • InsidersBULLISH

    2 insiders bought $21.0K at an average $368.99. No open-market sales. Price is 10% below their cost.

  • InstitutionsBULLISH

    Q2 2026: 39 added (1 new), 25 trimmed or exited. Largest new: Tudor Investment Et Al $18.9M.

  • EstimatesRISING

    Current-quarter EPS estimate $2.121 → $2.327 over 90 days. 2 up, 0 down in 30 days.

  • TrendDOWNTREND

    6% below its 50-day average.

  • SocialQUIET

    Crowd 50° (neutral) this week from 1 mention: 0 bullish, 0 bearish. No setup call.

Who's buying

13F· Q2 2026
1
new positions
0
exits
$18.9M
in new stakes
FundMoveSharesValue
PRICE T ROWE ASSOCIATES INC /MD/ADD275,222$120.5M
FIRST TRUST ADVISORS LPADD243,996$106.8M
RAYMOND JAMES FINANCIAL INCADD180,065$78.8M
CITADEL ADVISORS LLCDOUBLED135,593$59.3M
AMERICAN CENTURY COMPANIES INCDOUBLED135,433$59.3M
DANSKE BANK A/SADD132,721$58.1M
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEMADD127,902$56.0M
JPMORGAN CHASE & COTRIM123,370$51.8M

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

The Street

last action Feb 2026
12-month targets · 2 analysts

Price is inside the target range. Median implies +33%.Targets as of Oct 27, 2026.

Recent actions
DateFirmActionRating
Feb 23, 2026Keybanc
MAINTAIN
MAINTAINOverweight
Dec 2, 2025Keybanc
INITIATE
INITIATEOverweight
Aug 12, 2024BWS Financial
MAINTAIN
MAINTAINBuy
May 10, 2024BWS Financial
MAINTAIN
MAINTAINBuy
Apr 2, 2024BWS Financial
MAINTAIN
MAINTAINBuy
Jan 23, 2024Stifel
MAINTAIN
MAINTAINHold

Insider ledger

Form 4
$21.0K
bought · 2 insiders
$0
sold · 0 insiders
−9.6%
vs their $368.99 cost
DateInsiderTypeValue
Sep 29, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC
10%+ Owner
BUY$1.4K
Sep 28, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC
10%+ Owner
BUY$340.12
Sep 25, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC
10%+ Owner
BUY$339.72
Sep 24, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC
10%+ Owner
BUY$340.28
Sep 23, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC
10%+ Owner
BUY$352.95
Sep 22, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC
10%+ Owner
BUY$361.36
Sep 21, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC
10%+ Owner
BUY$348.98
Sep 18, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC
10%+ Owner
BUY$351.34

Earnings setup

Estimates
Nov 4
reports in 8 days
$2.33
EPS estimate, this quarter
+10%
estimate change, 90 days
2↑ 0↓
revisions, 30 days
Current-quarter EPS estimate
PeriodEPS est.Range30D rev.Revenue
Current Q$2.33$2.28–$2.37+1.5%$257.0M
Next Q$2.61$2.53–$2.69+2.8%$281.0M
Current FY$9.24$9.12–$9.37+1.3%$1.0B
Next FY$10.20$10.14–$10.27+0.6%$1.1B
Reddit
Crowd this week 50° Neutral 0 bullish · 0 bearish
Mentions, 7 days 1 0 in posts · 1 in comments
Recent comments
r/ValueInvesting Neutral 3d ago
It’s roughly 5% of my portfolio it’s a BDC and a conservative income play not going to swing much in volatility and in price but has payed it dividends in the worst of times has continued to chug along so I add and leave drip on and it continues to grow and grow I’m More a value dividend investor with some growth funds/stocks, my 3 largest position are SCHD, BRK.B, FSPGX with LLY next then some swing trades and a few dividend more dividend plays like O, VICI, and a couple long term buy and hol
All social signals and their track records

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 23, 2026 SEC
Texas Pacific Land Corp (TPL) filed additional definitive proxy soliciting materials (DEFA14A) urging stockholders to…
DEFA14A — Impact 3/10
Oct 16, 2026 SEC
Three asset managers (Farther Finance, Concurrent Investment, Vontobel) doubled or added to TPL positions in Q3 2026…
INST-CLUSTER — Impact 4/10
Oct 8, 2026 SEC
Texas Pacific Land Corp (TPL) filed additional definitive proxy soliciting materials (DEFA14A) on October 8, 2026…
DEFA14A — Impact 4/10
Sep 29, 2026 Insider
HORIZON KINETICS ASSET MANAGEMENT LLC bought 4 shares
10%+ Owner @ $340.96 ($1.4K)
Sep 28, 2026 Insider
HORIZON KINETICS ASSET MANAGEMENT LLC bought 1 shares
10%+ Owner @ $340.12 ($340.12)
Sep 25, 2026 Insider
HORIZON KINETICS ASSET MANAGEMENT LLC bought 1 shares
10%+ Owner @ $339.72 ($339.72)
Aug 5, 2026 Earnings calendar
TPL Q2 2026 Earnings Scheduled — 2026-08-05
Jun 30, 2026 Inst.
PRICE T ROWE ASSOCIATES — ADD
275,222 shares ($120.5M)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Nov 4, 2026
Earnings date
TPL Q3 2026 Earnings Scheduled — 2026-11-04
Recent
Aug 5, 2026
Earnings date
TPL Q2 2026 Earnings Scheduled — 2026-08-05
May 12, 2026
Short interest
FTD: TPL — 2,636 shares ($1.1M) failed to deliver
Settlement: 20260512, Price: $402.63, FTD Value: $1,061,332.68, TEXAS PAC LD CORP COM
May 11, 2026
Short interest
FTD: TPL — 2,050 shares ($0.8M) failed to deliver
Settlement: 20260511, Price: $394.20, FTD Value: $808,110, TEXAS PAC LD CORP COM
May 8, 2026
Short interest
FTD: TPL — 3,457 shares ($1.4M) failed to deliver
Settlement: 20260508, Price: $399.08, FTD Value: $1,379,619.56, TEXAS PAC LD CORP COM
May 6, 2026
Earnings date
TPL Q1 2026 Earnings Scheduled — 2026-05-06

SecBot reports

27 filings · 2 bullish · 2 bearish · 2 mixed · 21 neutral
All TPL filing & press-release reports (27)