Insider buying last 90 days
No open-market insider purchases were filed for TPL in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every TPL insider filing, plotted on the chart in Gekko.Open TPL in Gekko
NYSE: TPL
Texas Pacific Land (TPL) Stock Analysis & Forecast
Sep 28 close
$338.15−2.92 (−0.9%)
Gekko Brief
AI summaryThis week's activity around Texas Pacific Land centers on corporate governance and portfolio moves. The board is advocating for redomestication of incorporation from Delaware to Texas, ahead of the 2026 Annual Meeting on 5 November, and the company has extended employment agreements for its President and CEO, CFO, and Senior Vice President through the end of 2029. Separate filings show Horizon Kinetics Asset Management, a 10% owner and director, making a series of small incremental share purchases, bringing its beneficial ownership to 3,390,854 shares.
TPL closed at $338.15, down 0.9%, sitting below both its 50-day average of $372.27 and 200-day average of $396.12, with the 50-day below the 200-day. The stock's one-month return stands at -8.5%, its three-month return at -19.5%, and its six-month return at -33.9%, though the one-year return remains positive at 9.6%. The GekkoIndex reads 65, placing it in the Accumulation zone, up 3.5 over five days. Price sits 6.9% below Gekko Fair Value of $363.06.
Looking ahead, the next earnings report is scheduled for 4 November, 36 days out, placing it outside a typical 20-trading-day holding window. The prior report on 5 August showed an EPS beat of $2.23 versus $2.14 estimated, though the stock reacted with a -10.1% move afterward. No insider, Congress, or unusual options activity appears in the current window. Seasonally, the next 20 trading days from this point have averaged a 10% return across 5 years, with gains in 4 of them.
Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.
Texas Pacific Land price vs fair value
Close $338.15200-day averageGekko Fair Value $363.06
Texas Pacific Land quick facts
- Market cap
- $23.32B
- P/E ratio
- 42.7
- Forward P/E
- 37.7
- EPS, TTM
- $7.92
- Revenue, TTM
- $897.5M
- Profit margin
- 60.3%
- Dividend yield
- 0.68%
- Beta
- 0.62
- Volume
- 252,054 avg 395,444
- 1-year return
- +9.6%
- Typical daily move
- ±4.3%
- Typical 20-day move
- ±7.9%
- 50-day average
- $372.27
- 200-day average
- $396.12
- Next earnings
- Nov 4
- Shares outstanding
- 68.98M
Texas Pacific Land swing-trade checklist
Texas Pacific Land scores 4 supportive, 0 mixed and 1 headwind across the 5 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
4 supportive0 mixed1 headwind
- Trendheadwind
Below 50 and 200-day
Close $338.15 is below the 50-day ($372.27) and 200-day ($396.12) averages, and the 50-day is below the 200-day.
See the chart - GekkoIndexsupportive
65, Accumulation
Reading 65 is in the Accumulation zone.
See the GekkoIndex - Fair valuesupportive
6.9% below
Price is 6.9% below Gekko Fair Value (more than 5% below).
See fair value - Smart moneyno data
No data
No insider, Congress or unusual options activity in the window.
See smart money - Earnings risksupportive
Reports in 36 days
Next report Nov 4, 2026, 36 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalitysupportive
+10.0% on average
From this point in the calendar, the next 20 trading days averaged +10% over 5 years, rising in 4 of them.
See seasonality
A description of current data, not a recommendation. How this page works
Texas Pacific Land stock chart and price history
Texas Pacific Land closed at $338.15 on Sep 28, 2026, +9.6% over the past year, inside a 52-week range of $269.23 to $547.20.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- −8.5%
- 3 months
- −19.5%
- 6 months
- −33.9%
- 1 year
- +9.6%
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About Texas Pacific Land
Texas Pacific Land holds a broad stretch of Texas acreage, close to 880,000 acres in total, alongside long-standing royalty stakes tied to oil and gas production on that ground. Among these are perpetual non-participating royalty interests, one set touching about 85,000 acres at a 1/128th share and another spanning roughly 371,000 acres at a 1/16th share, plus close to 4,000 more net royalty acres concentrated in West Texas. The company is widely recognized for pairing this land base with steady royalty streams drawn from energy activity on it.
Its operations fall into two segments. Under land and resource management, it grants easements and leases for uses such as pipelines and other hydrocarbon infrastructure, power lines, wellbores, and sites for processing, storage and compression facilities, while also permitting road use and selling caliche and similar materials. Its water services arm supports energy producers across the Permian Basin, offering sourcing of water, collection and treatment of produced water, buildout of related infrastructure, disposal options, tracking tools, analytics and well testing, and it earns additional royalty income from water pulled from company-owned land.
Texas Pacific Land traces its founding to 1888 and runs its operations out of Dallas, Texas. It trades on the NYSE under the ticker TPL.
- Listed
- NYSE
- Sector
- Miscellaneous
- Industry
- Investment trusts/Mutual funds
- Website
- texaspacific.com
Texas Pacific Land GekkoIndex: the smart money zone
Texas Pacific Land’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 65, in the Accumulation zone, up 3.5 points over five sessions.
65Accumulation
Up 3.5 points over five sessions.
Reading for Sep 28, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 38 | +2.9% | +0.2% | ||
| Accumulation (current zone) | 192 | +0.8% | +2.4% | ||
| Neutral | 372 | +0.1% | +3.8% | ||
| Distribution | 63 | +4.0% | +6.5% | ||
| Selling | 7 | Too few readings yet | |||
Average TPL share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.
Accumulation zone: Institutional interest building. About the five zones →
See every daily GekkoIndex reading plotted over the TPL price, zone by zone.Track TPL in Gekko
Is Texas Pacific Land stock overvalued? Gekko Fair Value
Texas Pacific Land trades 6.9% below Gekko Fair Value of $363.06, so the shares are undervalued on Gekko’s estimate.
Gekko’s own estimate of what Texas Pacific Land shares are worth, recalculated every trading day.
$363.06
Gekko Fair Value, Sep 26, 2026
6.9% Undervalued
Gekko Fair Value on every chart, with the gap to price updating daily.Open TPL in Gekko
Texas Pacific Land insider and Congress trading
No open-market insider purchases were filed for Texas Pacific Land, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in TPL were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for TPL, plotted on the chart in Gekko.Open TPL in Gekko
Buybacks
Texas Pacific Land has been buying back its own shares.
- Bought back, quarter ended Jun 30, 2026
- $9.06M
- As a share of market cap
- 0.04%
From company filings.
Texas Pacific Land earnings: next date and track record
Texas Pacific Land reports on Nov 4, 2026 (36 days away), and beat the EPS estimate in 3 of its last 8 reports.
Next earnings report
Nov 4, 2026
36 days away
- EPS estimate
- $2.35
- Revenue estimate
- $255.0M
3 of 8reports beat the EPS estimate
±8%average move across the report
4 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Aug 5, 2026 AI summary
- What they said
- TPL delivered record quarterly total revenue, net income, and free cash flow in Q2 2026. Oil and gas royalty production reached ~39,700 BOE/day, up 20% YoY, while produced water royalty volumes grew 15% YoY to 4.9M barrels/day. SLEM revenues hit $24M, up 37% sequentially. TPL acquired 10,000+ acres in Shackelford/Jones County for ~$100M targeting data center expansion, and commenced commissioning on its Orla desalination facility.
- Guidance
- Management expects Delaware Basin water sales to recover as new gas pipeline capacity comes online in coming quarters. Data center and power generation pipeline is advancing with hyperscalers and AI labs, with executed agreements expected to provide more specific financial details.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Aug 5, 2026 | $2.23 est $2.14 | $246.1M est $249.5M | −10.1% |
| May 6, 2026 | $2.07 est $2.02 | $236.8M est $233.0M | −7.3% |
| Feb 18, 2026 | $1.79 est $1.79 | $211.6M est $207.5M | +14.1% |
| Nov 5, 2025 | $1.76 est $1.92 | $203.1M est $175.0M | +10.6% |
| Aug 6, 2025 | $1.68 est $1.83 | $187.5M est $198.0M | −9.5% |
| May 7, 2025 | $1.75 est $1.76 | $196.0M est $211.0M | −3.5% |
| Feb 19, 2025 | $1.71 est $1.61 | $185.8M est $185.0M | +1.4% |
| Nov 6, 2024 | $4.63 est $5.35 | $173.6M est $180.8M | +7.4% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Texas Pacific Land stock forecast and analyst price targets
Analysts’ average 12-month price target for Texas Pacific Land is $443.00, +31.0% from the last close.
$443.00consensus 12-month target, +31.0% from the last close
+2.4%average 20-day move after past Accumulation readings
+10.0%average move over the next 20 trading days in the last 5 years
±4.3%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Texas Pacific Land seasonality: the next 20 trading days
Over the next 20 trading days from Sep 29, Texas Pacific Land averaged +10.0% across the last 5 years, rising in 4 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | +4.2% | 3 of 5 |
| Next 10 trading days | +6.7% | 3 of 5 |
| Next 15 trading days | +8.7% | 5 of 5 |
| Next 20 trading days | +10.0% | 4 of 5 |
| Next 30 trading days | +22.4% | 4 of 5 |
For scale, TPL’s typical 20-trading-day move in either direction is about 7.9%.
Texas Pacific Land market cap and key statistics
Texas Pacific Land’s market cap is $23.32B, with a P/E ratio of 42.7 and revenue of $897.5M over the last twelve months.
Valuation
- Market cap
- $23.32B
- P/E ratio
- 42.7
- Forward P/E
- 37.7
- EPS, TTM
- $7.92
- Gekko Fair Value
- $363.06
Trading
- Volume
- 252,054
- Avg volume, 20 days
- 395,444
- 52-week high
- $547.20
- 52-week low
- $269.23
- Shares outstanding
- 68.98M
Financials
- Revenue, TTM
- $897.5M
- Profit margin
- 60.3%
- Return on equity
- 36.6%
- Quarterly earnings growth, YoY
- +32.7%
Risk and income
- Beta
- 0.62
- Typical daily move
- ±4.3%
- Typical 20-day move
- ±7.9%
- Dividend yield
- 0.68%
Texas Pacific Land stock news this week
Coverage of Texas Pacific Land this week reads neutral: 5 positive, 15 neutral and 2 negative headlines.
- Horizon Kinetics asset management, 10% owner, buys $351 in Texas Pacific Land stockInvesting.com Australia, Sep 28
- Horizon Kinetics Asset Management buys $361 of Texas Pacific Land stockInvesting.com Nigeria, Sep 27
- Horizon Kinetics buys $352 in Texas Pacific Land (TPL) stockInvesting.com, Sep 27
- Horizon Kinetics Asset Management buys Texas Pacific Land stock for $340Investing.com, Sep 26
- Is Texas Pacific Land Stock Underperforming the Nasdaq?inkl, Sep 26
- Texas Pacific Land Board Advocates for Texas RedomesticationKalkine Media, Sep 26
Texas Pacific Land peers
Texas Pacific Land’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| VNOMViper Energy | Accumulation | 15.9% below |
| BXSLBlackstone Secured Lending Fund | Accumulation | 0.2% below |
| WTWisdomTree | Neutral | 2.1% above |
| FSKFS KKR Capital | Accumulation | 5.6% below |
| BSMBlack Stone Minerals | Accumulation | 34.7% below |
| ASSTStrive | Neutral | 17.7% above |
A peer links to its own page where one exists.
Texas Pacific Land stock FAQ
What is Texas Pacific Land’s market cap?
Texas Pacific Land’s market cap is $23.32B at the Sep 28, 2026 close of $338.15, with 68.98M shares outstanding. The shares trade on a P/E ratio of 42.7.
What is the Texas Pacific Land stock forecast?
The consensus analyst 12-month price target for Texas Pacific Land is $443.00, +31.0% from the last close. Gekko doesn’t publish price predictions of its own.
Is Texas Pacific Land stock overvalued or undervalued?
On Gekko’s estimate Texas Pacific Land is undervalued: the Sep 28, 2026 close of $338.15 is 6.9% below Gekko Fair Value of $363.06. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does Texas Pacific Land report earnings next?
Texas Pacific Land is expected to report on Nov 4, 2026 (36 days away). Analysts expect earnings of $2.35 per share on revenue of $255.0M. Texas Pacific Land beat the earnings estimate in 3 of its last 8 reports, moving 8% on average across the report.
What is Texas Pacific Land’s 52-week high and low?
Texas Pacific Land’s 52-week high is $547.20 and its 52-week low is $269.23; it closed at $338.15 on Sep 28, 2026, +9.6% over the past year. Over the last five years the shares peaked at $589.71 on Nov 25, 2024.
Is Texas Pacific Land stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 4 of the 5 items with data read as supportive (gekkoindex, fair value, earnings risk and seasonality) and 1 as a headwind (trend). The checklist is a description of current data, not a recommendation.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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