NYSE · LB
LandBridge Company LLC
Energy · Oil & Gas Exploration & Production
$86.38▼ 0.61% ($0.53)at close
As of 4:00 PM ET
Market cap
$6.65B
P/E
51.91
Volume
149.61K
Shares outstanding
77.02M
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 64.85% over the last year. Revenue grew 44.09% over the trailing twelve months. Operating margin moved from 47.77% to 63.95%. Free cash flow grew 98.22% over the trailing twelve months.
What the market seems to be pricing
The stock move broadly lines up with stronger business momentum. The operating data is doing enough work that the move does not need an overvaluation story to explain it.
What would invalidate this read
Operating margin is at 63.95%. Revenue grew 44.09% — this thesis depends on that trajectory holding. If revenue growth, margins, or free cash flow roll over while the stock keeps climbing, more of the move would be coming from multiple expansion than business progress.
Performance
Return analysis
Company profile
LandBridge Company LLC focuses on overseeing land and natural assets to bolster and optimize oil and natural gas production across the United States.
Market multiples
Stock splits
Every 1 shares became 2
Every 9827 shares became 10000
Every 1 shares became 2
Every 2 shares became 3
Every 1 shares became 2
Every 1 shares became 2
Every 1 shares became 2
Every 2 shares became 3
Profitability & growth
Analyst consensus
28
Buy
23
Hold
1
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Nov 11, 2026
Q4 FY26 · EPS est $0.53 · Revenue est $65.54M
View
Dividends
$0.46/shareQuarterlySafeLB pays a dividend with a 0.53% dividend yield, covered 1.9× by free cash flow.
Dividend Yield
0.53%
Annual Div / Share
$0.46
CAGR
—
Payout Ratio
9.93%
Safe
Dividend Growth Rate
Dividend History
Annualized dividend cycles per share
Income Projection
Today
$0/mo
In 5 yrs
$0/mo
In 10 yrs
$0/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$5/yr $0/mo | $5/yr $0/mo | $5/yr $0/mo |
Analysis
Dividend Strengths
Well-covered by free cash flow
The dividend is covered 1.9× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Risks to Watch
No strong risk signal stands out from the latest period pair.