EagleRock Land LLC (EROK) Stock Price & Analysis
EagleRock Land LLC (EROK) closed at USD 20.73 on Wednesday, October 28, 2026, up 6.14% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 19.53; the Oct 28, 2026 session ranged USD 19.51–20.99 on volume of 233,133 shares. Market capitalization is $2.73B, with a 52-week range of USD 16.99–27.42 (NYQ). Source: Nexqual, retrieved October 29, 2026 at 06:05 UTC.
Also available as compact Markdown for AI agents: nexqual.com/EROK.md
Key facts (EROK)
- Analysts: Buy (mean 1.50 on a 1–5 scale) (6 analysts), mean target USD 27.67 (range 25–31).
- Total return with dividends: 1Y -5.1% vs S&P 500 +13.6%; 5Y -3.8% vs S&P 500 +79.8%.
- Next earnings: 2026-11-03, EPS estimate USD 0.14, revenue estimate $44.1M.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (EROK)
P/B 8.3x
Analysts (EROK)
Consensus Buy (mean 1.50 on a 1–5 scale), 6 analysts; mean target USD 27.67 (low 25, high 31).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-19 | Piper Sandler | Target lowered | Overweight | $33 → $31 |
| 2026-10-13 | JP Morgan | Target lowered | Overweight | $29 → $27 |
| 2026-09-01 | Piper Sandler | Target raised | Overweight | $28 → $33 |
| 2026-08-21 | Goldman Sachs | Target raised | Neutral | $24 → $28 |
| 2026-08-12 | Barclays | Target raised | Overweight | $25 → $27 |
Total return (dividends reinvested) (EROK)
| 1Y (from 2026-05-14) | 5Y (from 2026-05-11) | |
|---|---|---|
| Total return | -5.1% | -3.8% |
| S&P 500 (SPY) | +13.6% | +79.8% |
| Per year | — | — |
| Volatility (annualized) | 48.4% | 51.8% |
| Max drawdown | -34.4% (Aug 2026→Oct 2026) | -34.0% (Aug 2026→Oct 2026) |
EROK earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| — | Quarter ended Jun 30, 2026 | $0.56 | $0.13 | Beat +330.8% | — |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).
EROK recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Sep 16, 2026 | 8-K | Director or executive officer change, or pay arrangement “2026 Long-Term Incentive Awards On September 10, 2026, the board of directors (the "Board") of EagleRock Land, LLC (the "Company"), approved grants of Performance Share Units ("PSUs") and Restricted Share Units ("RSUs") under the EagleRock Land, LLC Long Term Incentive Plan (the "LTIP") to certain of the Company's executive officers, including Greg Pipkin Jr., the Company's Chief Executive Officer, and Neal H. Shah, the Company's Chief Financial Officer. Mr. Pipkin was granted an award composed entirely in the…” |
| Aug 14, 2026 | Schedule 13G/A | Encompass Capital Advisors LLC, Todd J. Kantor: 7.6% of shares, passive 5%+ holder (amended) |
| Aug 13, 2026 | 10-Q | Quarterly report · period ended Jun 30, 2026 |
| Aug 11, 2026 | 8-K | Quarterly results; Regulation FD disclosure |
| Jul 31, 2026 | 8-K/A | Current report |
| Jul 27, 2026 | Schedule 13G | HORIZON KINETICS ASSET MANAGEMENT LLC, Horizon Kinetics Holding Corp: 6.9% of shares, passive 5%+ holder |
Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.
EROK customer concentration
In the period ended Jun 30, 2026, 4 direct customers each accounted for at least 10% (18%, 15%, 13%, 12%) of revenue, per the company's 10-Q filed Aug 13, 2026. The company does not name them.
EROK company outlook (results filed Aug 11, 2026)
- “For the full year 2026, the Company now expects Normalized EBITDA to exceed its original internal forecast and is expected to range from $129 million to $133 million.”
Quoted word-for-word from the SEC 8-K results press release.
EROK analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.14 | $0.13 | +4.9% | $44.1M | 1 |
| Next quarter (ends Dec 2026) | $0.24 | $0.15 | +61.8% | $51.2M | 1 |
| Current fiscal year (ends Dec 2026) | $0.12 | $0.42 | -71.5% | $168.6M | 1 |
| Next fiscal year (ends Dec 2027) | $0.95 | $0.60 | +59.9% | $215.7M | 1 |
Key Statistics (as of October 29, 2026 at 06:05 UTC)
| Price | USD 20.73 |
|---|---|
| Change | ▲ 6.14% (up) |
| Previous Close | USD 19.53 |
| Open | USD 19.59 |
| Day Range | USD 19.51 – 20.99 |
| 52-Week Range | USD 16.99 – 27.42 |
| Volume | 233,133 shares |
| Market Cap | $2.73B |
| Exchange | NYQ |
Technical Analysis (EROK)
Nexqual's technical model rates EROK "NEUTRAL" based on 2 bullish and 3 bearish signals across 116 daily candles, as of October 29, 2026 at 06:05 UTC.
| Overall Signal | NEUTRAL |
|---|---|
| RSI (14) | 48.84 (neutral) |
| vs SMA50 | Below (USD 22.55) |
| MACD | -0.86 (negative) |
Analyst Ratings (EROK)
Wall Street analysts rate EROK "Buy" based on 6 analysts, with a mean price target of USD 27.67 (range USD 25–31), per Nexqual as of October 29, 2026 at 06:05 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 6 |
| Mean Target | USD 27.67 |
| High Target | USD 31 |
| Low Target | USD 25 |
| Buy / Hold / Sell | 5 / 1 / 0 |
Earnings (EROK)
| Next Earnings Date | 2026-11-03 |
|---|---|
| EPS Estimate | USD 0.14 |
| Revenue Estimate | $44.11M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.56 vs est 0.13 ▲ beat |
Source: Nexqual, October 29, 2026 at 06:05 UTC.
Financials & Fundamentals (EROK)
| Total Revenue | $105.82M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +74.00% |
| Gross Margin | +67.66% |
| Operating Margin | -127.98% |
| Profit Margin | -2.93% |
| Debt / Equity | 0 |
| Current Ratio | 2.06 |
| Total Cash | $61.77M |
| Total Debt | $1.49M |
Source: Nexqual, October 29, 2026 at 06:05 UTC.
Financial Health Score (EROK)
Nexqual rates EagleRock Land LLC's overall financial health "Mixed" across five dimensions, as of October 29, 2026 at 06:05 UTC.
| Growth | Strong — Revenue +74% YoY (latest Q) |
|---|---|
| Profitability | Critical — Heavily loss-making — early-stage company |
| Balance Sheet | Strong — $62M cash vs $1M debt, net cash position |
| Cash Flow | Weak — Operating cash flow -$5M (TTM) |
| Efficiency | Mixed — No data |
Ownership (EROK)
| Insider Ownership | +20.45% |
|---|---|
| Institutional Ownership | +87.93% |
| Shares Outstanding | 26.36M |
| Float | 21.98M |
| Short % of Float | +5.51% |
Source: Nexqual, October 29, 2026 at 06:05 UTC.
Leadership (EROK)
EagleRock Land LLC is led by Gregory Phillip Pipkin, CEO & Director, per Nexqual as of October 29, 2026 at 06:05 UTC.
| CEO & Director | Gregory Phillip Pipkin |
|---|---|
| President & CFO | Neal H. Shah |
| Vice President of Finance | Chris Causey |
Major Backers & Investors (EROK)
Notable institutional backers of EagleRock Land LLC include First Manhattan Co. LLC, Price (T.Rowe) Associates Inc, Encompass Capital Advisors, LLC, according to Nexqual as of October 29, 2026 at 06:05 UTC.
Active Investors
| Investor | Stake |
|---|---|
| First Manhattan Co. LLC | 12.36% |
| Price (T.Rowe) Associates Inc | 7.71% |
| Encompass Capital Advisors, LLC | 7.05% |
| Horizon Kinetics Asset Management LLC | 6.39% |
| Listed Funds Trust-Horizon Kinetics Inflation Beneficiaries ETF | 4.86% |
| T. Rowe Price | 3.86% |
| TR PRICE-Price (T.Rowe) Real Assets Trust I | 3.6% |
| Deprince, Race & Zollo, Inc. | 3.59% |
Source: Nexqual, October 29, 2026 at 06:05 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| WTTR | Select Water Solutions, Inc. | USD 19.83 | ▲ 1.8% |
| LBRT | Liberty Energy Inc. | USD 17.61 | ▲ 3.96% |
| EFXT | Enerflex Ltd | USD 25 | ▲ 4.12% |
| FLOC | Flowco Holdings Inc. | USD 20.35 | ▲ 2.21% |
| NESR | National Energy Services Reunit | USD 21.74 | ▲ 2.74% |
| INVX | Innovex International, Inc. | USD 30.37 | ▼ 2.44% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 06:05 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt