Texas Pacific Land Corporation

17 days ago · seekingalpha.com

My portfolio is highly concentrated, with 40% in Old Dominion Freight Line, Texas Pacific Land, and LandBridge, reflecting high-conviction investing. ODFL offers unique LTL logistics, a pristine balance sheet, and real estate advantages, while TPL and LB provide exposure to Permian water, surface rights, and emerging AI data center trends. Both TPL and LB are shifting from traditional energy royalties to secular growth in water management and potential multi-decade data center cash flows, though execution risk remains.

1 month ago · seekingalpha.com

Texas Pacific Land Corporation delivered record Q2 2026 revenue, net income, and free cash flow, driven by robust oil, gas, and water royalties. A recent Texas moratorium on new data center grid connections threatens up to 20% of the U.S. pipeline, impacting land and infrastructure demand. The Company's strategic positioning in the Midland region and its water royalty and desalination operations provide diversified exposure to energy and data center trends.

1 month ago · seekingalpha.com

Texas Pacific Land Corporation delivered a record quarter, but results were driven by a transitory oil price spike rather than sustainable volume growth. TPL maintains industry-leading margins, free cash flow, and return metrics, but its valuation is elevated with a GAAP P/E of 44.7 and EV/EBITDA of 32.28. The company is fully unhedged, highly sensitive to oil price swings, and concentrated in the Permian Basin, amplifying both upside and downside risks.

2 months ago · seekingalpha.com

Texas Pacific Land Corporation (TPL) Q2 2026 Earnings Call Transcript

2 months ago · zacks.com

Texas Pacific (TPL) came out with quarterly earnings of $2.23 per share, beating the Zacks Consensus Estimate of $2.14 per share. This compares to earnings of $1.68 per share a year ago.

2 months ago · gurufocus.com

On August 05, 2026, Texas Pacific Land Corp (TPL) shares fell by 3.5%, bringing the current price to $381.88. Over the past year, the stock has experienced cons

2 months ago · businesswire.com

DALLAS--(BUSINESS WIRE)--Texas Pacific Land Corporation Sets Dates for Second Quarter 2026 Earnings Release and Conference Call.

2 months ago · fool.com

Texas Pacific owns a large amount of land and royalty rights in West Texas in the Permian Basin. Aside from being a center for oil and gas development, West Texas is becoming a hub for AI infrastructure development.

3 months ago · seekingalpha.com

I've decided to replace my existing Permian exploration and production exposure with Texas Pacific Land Corporation. The stock shows evidence of upside capture during bullish oil price cycles. Water services and toll-booth oil and gas royalties limit downside capture in down-cycles. I enjoy the idea of CapEx being spent on growth instead of maintenance, which is a feature distinct from oil and gas producers.

3 months ago · zacks.com

Investors need to pay close attention to TPL stock based on the movements in the options market lately.