LandBridge Corporation (LB) Stock Price & Analysis
LandBridge Corporation (LB) closed at USD 81.25 on Thursday, October 15, 2026, down 1.71% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 82.66; the Oct 15, 2026 session ranged USD 78.28–84.53 on volume of 430,547 shares. Market capitalization is $6.36B, with a 52-week range of USD 43.75–91.69 (NYQ). Source: Nexqual, retrieved October 16, 2026 at 05:19 UTC.
Also available as compact Markdown for AI agents: nexqual.com/LB.md
Key facts (LB)
- Analysts: Buy (mean 2.14 on a 1–5 scale) (7 analysts), mean target USD 89.43 (range 75–98).
- Total return with dividends: 1Y +53.3% vs S&P 500 +18.1%; 5Y +255.4% vs S&P 500 +85.1%.
- Next earnings: 2026-11-04, EPS estimate USD 0.42, revenue estimate $66.3M.
Analysts (LB)
Consensus Buy (mean 2.14 on a 1–5 scale), 7 analysts; mean target USD 89.43 (low 75, high 98).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-09-01 | Piper Sandler | Target raised | Neutral | $80 → $88 |
| 2026-08-26 | Citigroup | Target raised | Neutral | $66 → $86 |
| 2026-07-21 | Piper Sandler | Target raised | Neutral | $66 → $80 |
Total return (dividends reinvested) (LB)
| 1Y (from 2025-10-16) | 5Y (from 2024-06-24) | |
|---|---|---|
| Total return | +53.3% | +255.4% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | +53.6% | +73.1% |
| Volatility (annualized) | 60.9% | 60.4% |
| Max drawdown | -48.3% (Nov 2025→Jan 2026) | -42.4% (May 2025→Dec 2025) |
Key Statistics (as of October 16, 2026 at 05:19 UTC)
| Price | USD 81.25 |
|---|---|
| Change | ▼ 1.71% (down) |
| Previous Close | USD 82.66 |
| Open | USD 82.2 |
| Day Range | USD 78.28 – 84.53 |
| 52-Week Range | USD 43.75 – 91.69 |
| Volume | 430,547 shares |
| Market Cap | $6.36B |
| Exchange | NYQ |
Technical Analysis (LB)
Nexqual's technical model rates LB "SELL" based on 1 bullish and 4 bearish signals across 127 daily candles, as of October 16, 2026 at 05:19 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 40.12 (neutral) |
| vs SMA50 | Below (USD 84.24) |
| MACD | 0.13 (positive) |
Analyst Ratings (LB)
Wall Street analysts rate LB "Buy" based on 7 analysts, with a mean price target of USD 89.43 (range USD 75–98), per Nexqual as of October 16, 2026 at 05:19 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 7 |
| Mean Target | USD 89.43 |
| High Target | USD 98 |
| Low Target | USD 75 |
| Buy / Hold / Sell | 4 / 3 / 0 |
Earnings (LB)
| Next Earnings Date | 2026-11-04 |
|---|---|
| EPS Estimate | USD 0.52 |
| Revenue Estimate | $66.31M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.4 vs est 0.37 ▲ beat |
| 2026-03-31 | USD 0.23 vs est 0.31 ▼ miss |
| 2025-12-31 | USD 0.54 vs est 0.32 ▲ beat |
| 2025-09-30 | USD 0.11 vs est 0.29 ▼ miss |
Source: Nexqual, October 16, 2026 at 05:19 UTC.
Financials & Fundamentals (LB)
| Total Revenue | $225.45M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +40.60% |
| Gross Margin | +98.84% |
| Operating Margin | +66.06% |
| Profit Margin | +16.48% |
| ROE | +11.52% |
| Debt / Equity | 0.64 |
| Current Ratio | 7.27 |
| Total Cash | $39.80M |
| Total Debt | $535.72M |
Source: Nexqual, October 16, 2026 at 05:19 UTC.
Financial Health Score (LB)
Nexqual rates LandBridge Corporation's overall financial health "Solid" across five dimensions, as of October 16, 2026 at 05:19 UTC.
| Growth | Strong — Revenue +81% YoY (annual) |
|---|---|
| Profitability | Strong — Operating margin 66% |
| Balance Sheet | Strong — $40M cash vs $536M debt |
| Cash Flow | Solid — Operating cash flow $156M (TTM) |
| Efficiency | Mixed — ROE 12%, ROA 7.1% |
Ownership (LB)
| Insider Ownership | +1.08% |
|---|---|
| Institutional Ownership | +97.06% |
| Shares Outstanding | 29.65M |
| Float | 28.15M |
| Short % of Float | +13.07% |
Source: Nexqual, October 16, 2026 at 05:19 UTC.
Leadership (LB)
LandBridge Corporation is led by Jason Long (age 43), President, CEO & Director, per Nexqual as of October 16, 2026 at 05:19 UTC.
| President, CEO & Director | Jason Long (age 43) |
|---|---|
| Executive VP & CFO | Scott L. McNeely (age 41) |
| Director of Investor Relations | Mae Herrington |
Major Backers & Investors (LB)
Notable institutional backers of LandBridge Corporation include First Manhattan Co. LLC, Horizon Kinetics Asset Management LLC, T. Rowe Price, according to Nexqual as of October 16, 2026 at 05:19 UTC.
Active Investors
| Investor | Stake |
|---|---|
| First Manhattan Co. LLC | 24.94% |
| Horizon Kinetics Asset Management LLC | 20.49% |
| T. Rowe Price | 7.57% |
| FMR, LLC | 6.25% |
| Kinetics Portfolios Trust-Kinetics Paradigm Portfolio | 4.62% |
| Fidelity | 4.55% |
| Listed Funds Trust-Horizon Kinetics Inflation Beneficiaries ETF | 4.52% |
| William Blair Investment Management, LLC | 4.35% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 8.19% |
Source: Nexqual, October 16, 2026 at 05:19 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| MTDR | Matador Resources Company | USD 53.77 | ▼ 3.78% |
| MGY | Magnolia Oil & Gas Corporation | USD 24.52 | ▼ 2.35% |
| MUR | Murphy Oil Corporation | USD 39.85 | ▲ 2.07% |
| VIST | Vista Energy S.A.B. de C.V. | USD 69.99 | ▲ 1.41% |
| CNX | CNX Resources Corporation | USD 34.62 | ▼ 2.07% |
| CHRD | Chord Energy Corporation | USD 148.33 | ▲ 1.24% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 16, 2026 at 05:19 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