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LandBridge Company LLC (LB) — chart, structure and Closelook read

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Company snapshot — LandBridge Company LLC

LB in five paragraphs: what it makes and sells, where it sits in the Closelook stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
LandBridge owns and manages land in the Delaware Basin across Texas and New Mexico, leasing surface acreage to oil and gas operators. It also holds a portfolio of royalty interests tied to that acreage and sells brackish water and other surface materials used in drilling. It began trading in 2024 and operates as a unit of LandBridge Holdings, based in Houston.
Where it sits in the stack
LandBridge sits outside our Rubin index, which tracks the AI build-out; it belongs instead to the energy sleeve of our wider universe, as a landowner and royalty holder tied to Permian Basin drilling rather than to chips or data centres.
Who it is priced against
The diary has not assigned it a peer group; the market sometimes compares it with other Permian land and royalty owners such as Texas Pacific Land.
Why Closelook tracks it
It carries no Closelook index seat and no score yet. It has appeared once in our quotes, in a Midday 10 note on a broad new-high list, without discussion specific to the company.
What the diary watches
Whether drilling activity and water demand across its Delaware Basin acreage keep rising, since royalty and water income move with operator activity on the land rather than with the company's own output.

LandBridge Company LLC (LB) trades on US exchanges.

Written from the company’s public profile and Closelook’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: index compare · sector dispersion · scanner.

Signals for this name

Every Closelook reading that exists for LB, from the same nightly bakes the boards use. Research diary readings, not advice.

The Street on this name 1 analyst action on the wire · latest: price target by Piper Sandler, 2026-09-01

The Street on this name

Analyst actions and the latest print for LB from the Closelook wires — third-party opinions on the record, not our readings.

  • Price target Piper Sandler — target 88 from 80 Target raised to $88 from $80 (+0.5% to spot) 2026-09-01

1 action on the analyst wire since 2026-08-13: 1 target change. Analyst wire → · Earnings wire →

Who it is priced against Oil & Gas E&P · US · 8 names with week and year-to-date

Peer group

Oil & Gas E&P · US

This name carries no Closelook score, so its cohort ranks on trend state — distance to the 50- and 200-day averages — never on a score it does not have.

Compared against LB on the nightly bakes; the Peers tab ranks the cohort on the Closelook scores where it exists.

Dividends and capital return trailing yield 0.54%, quarterly · last 0.12 USD on 2026-08-27

Dividends and capital return

What LB pays out and buys back — distributions read from the price series, money terms from the filings.

  • Trailing 12 months 0.46 USD per share · a 0.54% yield on the 2026-09-17 close 4 distributions, paid quarterly 2026-09-17
  • Change on the year +53.4% against the prior twelve months prior twelve months 0.30 USD per share
  • Last distribution 0.12 USD per share as the price series records it, within days of the ex-date 2026-08-27
  • By calendar year 2025: 0.40 USD (partial) · 2026: 0.36 USD to date first distribution recorded in the three-year window: 2025-03-06
  • Dividends paid, FY2025 64 m USD 42% of earnings
  • Buybacks, FY2025 none reported
  • Share count −62.1% in FY2025 45 m USD of stock-based compensation in the year
  • Capital returned 64 m USD · 52% of free cash flow dividends and buybacks together, against the year’s free cash flow

Per-share amounts are derived from the adjusted price series in the listing currency, so dates sit within days of the ex-date; filing figures come from the fundamentals feed for the last reported fiscal year. An investment diary, not a recommendation.

Weather around the name 3 macro readings: Money Temperature, Factor regime, Sovereign pressure

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 55/100 · S&P 500 fund at 58, above its 50- and 200-day averagesEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-09-17
  • Factor regime Momentum leading — risk appetite buildingMomentum against low volatility (SPMO / SPLV): above its 50-day trend, 94th percentile of the window, +2.7% over 20 sessions. Factor regime → 2026-09-17
  • Sovereign pressure Index 0.00 · down 0.41 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-09-17

FAQ · from the current data · as of 2026-09-18

Quick answers

What is LandBridge Company LLC (LB)?

LandBridge Company LLC trades as LB on the US exchange (US) in the Closelook research universe, as of the registry build of 2026-09-18.

Is LB in a Closelook index?

Not currently — LandBridge Company LLC is tracked in the Closelook research universe but is not a constituent of a Closelook functional index as of 2026-09-18.

Where does LB trade against its moving averages?

Uptrend stack intact: Trades +5.8% vs the 50-day and +25.1% vs the 200-day average, 6.2% below the 52-week high and +97.3% off the 52-week low. Computed from daily closes. As of 2026-09-17 — a technical state from the nightly Closelook bake, not advice. The Technical tab carries the full row.

What does LandBridge Company LLC do?

LandBridge owns and manages land in the Delaware Basin across Texas and New Mexico, leasing surface acreage to oil and gas operators. It also holds a portfolio of royalty interests tied to that acreage and sells brackish water and other surface materials used in drilling. It began trading in 2024 and operates as a unit of LandBridge Holdings, based in Houston. The diary has not assigned it a peer group; the market sometimes compares it with other Permian land and royalty owners such as Texas Pacific Land.

Where does LandBridge Company LLC sit in the AI build-out?

LandBridge sits outside our Rubin index, which tracks the AI build-out; it belongs instead to the energy sleeve of our wider universe, as a landowner and royalty holder tied to Permian Basin drilling rather than to chips or data centres. It carries no Closelook index seat and no score yet. It has appeared once in our quotes, in a Midday 10 note on a broad new-high list, without discussion specific to the company.

Does LandBridge Company LLC pay a dividend?

LandBridge Company LLC has paid 0.46 USD per share over the last twelve months, paid quarterly, a trailing yield of 0.54% on the 2026-09-17 close; the last distribution recorded in the price series was 0.12 USD on 2026-08-27. In fiscal 2025 the company paid 64 m USD in dividends, 52% of that year’s free cash flow. The share count fell 62.1% over the fiscal year. The "Dividends and capital return" block on this page carries the lines.

What has Wall Street done on LandBridge Company LLC recently?

The most recent analyst action on LandBridge Company LLC on the Closelook wire is a price target by Piper Sandler on 2026-09-01 (target 88 from 80). 1 action on the analyst wire since 2026-08-13: 1 target change. Analyst actions are third-party opinions recorded by the wire, not Closelook readings. The “The Street on this name” block on this page lists the moves; the full feeds are the analyst wire and the earnings wire.

Where has Closelook written about LandBridge Company LLC?

LandBridge Company LLC appears in 1 Closelook piece, most recently Midday 10: A chart pick published at 95.10 this morning trades 107.92 by midday — Robinhood's triangle breaks up through the 100 shelf — as the CAC snaps seven straight red sessions and Bitcoin adds another six percent above 77,000 (2026-08-21). What Closelook said most recently: Barchart's large-cap 52-week new-high list, as of 11:59 CDT, carries 31 names and reads like the ex-tech thesis printed as breadth: twelve are health care, biotech or pharma — ARGX, BDX, BIO, CORT, HALO, MRK, REGN, RVTY, THC, TVTX, TXG… (Midday 10, 2026-08-21). The "Mentioned on Closelook" block on this page lists the long reads, the reference entries and the dailies that name it.

What does this page show?

A live price chart with SMA overlays and drawing tools for LB, performance metrics, index-membership context and the Closelook structure read — an investment research diary view, not investment advice.

Mentioned on Closelook 1 piece · newest: Midday 10, “A chart pick published at 95.10 this morning trades 107.92 by midday — Robinhood's triangle breaks up through the 100 shelf — as the CAC snaps seven straight red sessions and Bitcoin adds another six percent above 77,000” (2026-08-21)

Mentioned on Closelook

Where LB appears in the diary — 1 piece, newest first. Every link is our own writing.

Dailies

Related in the Closelook universe

then Oil & Gas E&P. Scored names rank on their Closelook score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.