TPL
Texas Pacific Land Corp
$396.14
+1.63%
$26.4B
No data for this timeframe.
Vol
Market Cap$26.4B
Cap SizeLarge Cap
Inst. Holders8 funds
Inst. Value$2.6B
Inst. Activity7 buys / 0 sells
Insider Activity45B / 2S
Insider Net $-$1.5M
SEC Reports12
Recent Activity
Jun 9, 2026
SEC
Texas Pacific Land Corp (TPL) CFO Chris Steddum sold $1.27M worth of stock in a single open-market transaction on June 5
CLUSTER — Impact 2/10
Jun 8, 2026
Insider
HORIZON KINETICS ASSET MANAGEMENT LLC bought 1 shares
10%+ Owner @ $402.65 ($402.65)
Jun 8, 2026
Insider
STEDDUM CHRIS sold 730 shares
Chief Financial Officer @ $400.21 ($292.2K)
Jun 5, 2026
Insider
HORIZON KINETICS ASSET MANAGEMENT LLC bought 1 shares
10%+ Owner @ $394.84 ($394.84)
May 18, 2026
SEC
Texas Pacific Land Corp (TPL) held an Investor Day on May 18, 2026, presenting an overview of its water business, desali
8-K — Impact 4/10
May 7, 2026
SEC
Peter Doyle filed Form 3, disclosing initial beneficial ownership of Texas Pacific Land Corp common stock. This is a rou
3 — Impact 2/10
Inst.
VANGUARD GROUP INC — DOUBLED
7,556,966 shares ($2.2B)
Inst.
MORGAN STANLEY — DOUBLED
727,921 shares ($209.1M)
Price Targets
Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$445.00 (Feb 2026)
Current $382.11
Low $251.00
Median $445.00
High $639.00
2 analysts
$251.00
$639.00
Analyst Ratings
2Strong Buy
4Buy
1Hold
0Sell
1Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Feb 23, 2026 | Keybanc | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $2.28 ▼ -8.6% | $2.14 — $2.42 | 36% YoY | 2 |
| Next Q | $2.40 ▼ -4.1% | $2.35 — $2.45 | 37% YoY | 2 |
| Current FY | $9.17 ▼ -4.1% | $8.88 — $9.46 | 32% YoY | 2 |
| Next FY | $10.08 ▼ -4.9% | $9.64 — $10.53 | 10% YoY | 2 |
Latest Reports
NEUTRAL
CLUSTER
2/10
Texas Pacific Land Corp (TPL) CFO Chris Steddum sold $1.27M worth of stock in a single open-market transaction on June 5
Jun 9, 2026
NEUTRAL
8-K
4/10
Texas Pacific Land Corp (TPL) held an Investor Day on May 18, 2026, presenting an overview of its water business, desali
May 18, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $2.2B | DOUBLED |
| MORGAN STANLEY | $209.1M | DOUBLED |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $170.3M | DOUBLED |
| WELLS FARGO & COMPANY/MN | $32.4M | DOUBLED |
| BANK OF AMERICA CORP | $31.3M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 8, 2026 | HORIZON KINETICS | BUY | $402.65 |
| Jun 8, 2026 | STEDDUM CHRIS | SELL | $292.2K |
| Jun 5, 2026 | HORIZON KINETICS | BUY | $394.84 |
| Jun 5, 2026 | STEDDUM CHRIS | SELL | $1.3M |
| Jun 4, 2026 | HORIZON KINETICS | BUY | $406.73 |
8 institutional holders with $2.6B total value (9,215,454 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES. Net buying activity: 7 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 7,556,966 | $2.2B | 82.0% | DOUBLED +192.8% |
| 2 | MORGAN STANLEY | 727,921 | $209.1M | 7.9% | DOUBLED +205.8% |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 592,845 | $170.3M | 6.4% | DOUBLED +207.1% |
| 4 | WELLS FARGO & COMPANY/MN | 112,836 | $32.4M | 1.2% | DOUBLED +212.5% |
| 5 | BANK OF AMERICA CORP /DE/ | 108,959 | $31.3M | 1.2% | ADD +73.7% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 43,820 | $12.6M | 0.5% | TRIM -28.6% |
| 7 | FMR LLC | 39,227 | $11.3M | 0.4% | DOUBLED +260.9% |
| 8 | TWO SIGMA INVESTMENTS, LP | 32,880 | $9.4M | 0.4% | ADD +75.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | DOUBLED | 2,581,228 | 7,556,966 | +192.8% | $2.2B | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 238,075 | 727,921 | +205.8% | $209.1M | 2025-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 193,072 | 592,845 | +207.1% | $170.3M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 36,105 | 112,836 | +212.5% | $32.4M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 62,723 | 108,959 | +73.7% | $31.3M | 2025-Q4 |
| FMR LLC | DOUBLED | 10,870 | 39,227 | +260.9% | $11.3M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 18,787 | 32,880 | +75.0% | $9.4M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 31,306 | 62,723 | +100.4% | $58.6M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 63,000 | 45,004 | -28.6% | $42.0M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 1,312 | 18,787 | +1331.9% | $17.5M | 2025-Q3 |
| FMR LLC | TRIM | 15,056 | 10,870 | -27.8% | $10.1M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 29,400 | 63,000 | +114.3% | $66.6M | 2025-Q2 |
| CITADEL ADVISORS LLC | ADD | 27,327 | 35,652 | +30.5% | $47.2M | 2025-Q1 |
| UBS Group AG | DOUBLED | 74,164 | 195,484 | +163.6% | $216.2M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 136,418 | 179,635 | +31.7% | $198.7M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 21,800 | 28,105 | +28.9% | $31.1M | 2024-Q4 |
| CITADEL ADVISORS LLC | NEW | — | 27,327 | — | $30.2M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 136,418 | — | $120.7M | 2024-Q3 |
3 unique insiders with 47 transactions. Net insider value: -$1.5M ($20.4K bought, $1.6M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 8, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $402.65 | $402.65 |
| Jun 8, 2026 | STEDDUM CHRIS | Chief Financial Officer | SELL | 730 | $400.21 | $292.2K |
| Jun 5, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $394.84 | $394.84 |
| Jun 5, 2026 | STEDDUM CHRIS | Chief Financial Officer | SELL | 3,170 | $400.25 | $1.3M |
| Jun 4, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $406.73 | $406.73 |
| Jun 3, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $406.72 | $406.72 |
| Jun 2, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $368.20 | $368.20 |
| Jun 1, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $387.38 | $387.38 |
| May 29, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $395.39 | $395.39 |
| May 28, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $406.26 | $406.26 |
| May 27, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $404.86 | $404.86 |
| May 26, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $402.90 | $402.90 |
| May 22, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $400.85 | $400.85 |
| May 21, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $396.43 | $396.43 |
| May 20, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 2 | $395.93 | $791.86 |
| May 19, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 2 | $390.21 | $780.42 |
| May 18, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $385.14 | $385.14 |
| May 15, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $387.62 | $387.62 |
| May 14, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $385.21 | $385.21 |
| May 13, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $381.10 | $381.10 |
| May 12, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $393.71 | $393.71 |
| May 11, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | A | 1 | $401.44 | $401.44 |
| May 8, 2026 | DOYLE PETER | Director | A | 254 | $0.00 | $0.00 |
| May 8, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | A | 1 | $402.00 | $402.00 |
| May 7, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $401.32 | $401.32 |
| May 6, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $419.02 | $419.02 |
| May 5, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $432.71 | $432.71 |
| May 4, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $438.69 | $438.69 |
| May 1, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $433.13 | $433.13 |
| Apr 30, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $436.80 | $436.80 |
| Apr 29, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $435.76 | $435.76 |
| Apr 28, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $435.73 | $435.73 |
| Apr 27, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $436.44 | $436.44 |
| Apr 24, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $435.40 | $435.40 |
| Apr 23, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $436.73 | $436.73 |
| Apr 22, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $437.87 | $437.87 |
| Apr 21, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $441.84 | $441.84 |
| Apr 20, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $427.65 | $427.65 |
| Apr 17, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $419.94 | $419.94 |
| Apr 16, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $424.47 | $424.47 |
| Apr 15, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $419.26 | $419.26 |
| Apr 14, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $413.96 | $413.96 |
| Apr 13, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $414.88 | $414.88 |
| Apr 10, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $407.06 | $407.06 |
| Apr 9, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $401.64 | $401.64 |
| Apr 8, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 3 | $449.00 | $1.3K |
| Apr 7, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $447.12 | $447.12 |
| Apr 6, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $443.42 | $443.42 |
| Apr 2, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $443.26 | $443.26 |
| Apr 1, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10%+ Owner | BUY | 1 | $454.04 | $454.04 |
12 SEC filing reports analyzed. Sentiment: 1 bullish, 2 bearish, 2 mixed, 7 neutral. Avg impact: 3.8/10.
NEUTRAL
CLUSTER
2/10
Texas Pacific Land Corp (TPL) CFO Chris Steddum sold $1.27M worth of stock in a single open-market t
Jun 9, 2026
NEUTRAL
8-K
4/10
Texas Pacific Land Corp (TPL) held an Investor Day on May 18, 2026, presenting an overview of its wa
May 18, 2026
NEUTRAL
3
2/10
Peter Doyle filed Form 3, disclosing initial beneficial ownership of Texas Pacific Land Corp common
May 7, 2026
BULLISH
8-K
7/10
Texas Pacific Land Q1 2026 earnings show record quarterly revenue of $236.8M (up 20.8% YoY) and net
May 6, 2026
NEUTRAL
CLUSTER
2/10
Horizon Kinetics Asset Management LLC made four small open-market purchases of 1 share each in Texas
Mar 5, 2026
NEUTRAL
CLUSTER
2/10
Horizon Kinetics Asset Management LLC made four small open-market purchases of TPL stock over the pa
Mar 4, 2026
MIXED
CLUSTER
4/10
A cluster of insider activity at Texas Pacific Land Corp (TPL) over the past week shows mixed signal
Mar 3, 2026
MIXED
CLUSTER
5/10
A cluster of insider transactions at Texas Pacific Land Corp (TPL) over the past week shows mixed ac
Mar 2, 2026
NEUTRAL
CLUSTER
3/10
A cluster of insider transactions at Texas Pacific Land Corp (TPL) over the past week shows mixed ac
Feb 27, 2026
NEUTRAL
CLUSTER
3/10
Two insiders at Texas Pacific Land Corp sold shares in the past week, including Chief Accounting Off
Feb 27, 2026
BEARISH
CLUSTER
5/10
A recent insider trading cluster at Texas Pacific Land Corp (TPL) shows mixed activity: Chief Accoun
Feb 26, 2026
BEARISH
CLUSTER
6/10
A recent insider trading cluster at Texas Pacific Land Corp shows the Chief Accounting Officer selli
Feb 26, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Feb 2026): 75% buy across 8 analysts — 2 strong buy, 4 buy, 1 hold, 0 sell, 1 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$445.00 mean target (Feb 2026)
$251.00 Low
$639.00 High
| Metric | Value |
|---|---|
| Current Price | $382.11 |
| Target Low | $251.00 |
| Target Mean | $445.00 |
| Target Median | $445.00 |
| Target High | $639.00 |
| # Analysts | 2 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$2.28 | $2.14 | $2.42 | 35.5% | -8.6% | 0↑ 2↓ | $0.2B | — | 2 |
| Next Q 2026-09-30 |
$2.40 | $2.35 | $2.45 | 36.6% | -4.1% | 0↑ 2↓ | $0.3B | — | 2 |
| Current FY 2026-12-31 |
$9.17 | $8.88 | $9.46 | 31.5% | -4.1% | 0↑ 2↓ | $1.0B | 26.2% | 2 |
| Next FY 2027-12-31 |
$10.08 | $9.64 | $10.53 | 10.0% | -4.9% | 0↑ 2↓ | $1.1B | 8.6% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $2.281 | |
| 7d ago | $2.261 | +0.020 |
| 30d ago | $2.496 | -0.215 |
| 60d ago | $2.496 | -0.215 |
| 90d ago | $1.996 | +0.285 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Feb 23, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 4 | 1 | 0 | 1 | 75% | |
| May 1, 2026 | 2 | 4 | 1 | 0 | 1 | 75% | |
| Apr 1, 2026 | 2 | 4 | 1 | 0 | 1 | 75% | |
| Mar 1, 2026 | 2 | 4 | 1 | 0 | 1 | 75% | |
| Feb 1, 2026 | 2 | 4 | 1 | 0 | 1 | 75% | |
| Jan 1, 2026 | 2 | 4 | 1 | 0 | 1 | 75% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 18, 2026
dark_pool
Dark Pool: TPL — 0.4M shares, 24,243 trades
Week starting 2026-05-18. Total ATS volume: 380,016 shares across 24,243 trades.
May 12, 2026
short_interest
FTD: TPL — 2,636 shares ($1.1M) failed to deliver
Settlement: 20260512, Price: $402.63, FTD Value: $1,061,332.68, TEXAS PAC LD CORP COM
May 11, 2026
short_interest
FTD: TPL — 2,050 shares ($0.8M) failed to deliver
Settlement: 20260511, Price: $394.20, FTD Value: $808,110, TEXAS PAC LD CORP COM
May 11, 2026
dark_pool
Dark Pool: TPL — 0.5M shares, 27,104 trades
Week starting 2026-05-11. Total ATS volume: 472,471 shares across 27,104 trades.
May 8, 2026
short_interest
FTD: TPL — 3,457 shares ($1.4M) failed to deliver
Settlement: 20260508, Price: $399.08, FTD Value: $1,379,619.56, TEXAS PAC LD CORP COM
May 6, 2026
earnings_calendar
TPL Q1 2026 Earnings Scheduled — 2026-05-06
May 4, 2026
dark_pool
Dark Pool: TPL — 0.6M shares, 29,651 trades
Week starting 2026-05-04. Total ATS volume: 575,701 shares across 29,651 trades.
Apr 27, 2026
dark_pool
Dark Pool: TPL — 0.4M shares, 29,649 trades
Week starting 2026-04-27. Total ATS volume: 411,507 shares across 29,649 trades.
Apr 20, 2026
dark_pool
Dark Pool: TPL — 0.4M shares, 24,716 trades
Week starting 2026-04-20. Total ATS volume: 350,819 shares across 24,716 trades.
Apr 20, 2026
short_interest
FTD: TPL — 8,017 shares ($3.4M) failed to deliver
Settlement: 20260420, Price: $422.58, FTD Value: $3,387,823.86, TEXAS PAC LD CORP COM
Apr 17, 2026
short_interest
FTD: TPL — 8,336 shares ($3.6M) failed to deliver
Settlement: 20260417, Price: $426.27, FTD Value: $3,553,386.72, TEXAS PAC LD CORP COM
Apr 13, 2026
dark_pool
Dark Pool: TPL — 0.5M shares, 27,567 trades
Week starting 2026-04-13. Total ATS volume: 454,748 shares across 27,567 trades.
Apr 10, 2026
short_volume
Short Volume: TPL — 75.6% short (0.4M / 0.5M)
Short: 399,767 | Exempt: 18,143 | TRF Vol: 528,458 | Short Ratio: 75.6% | Off-exchange volume (dark pool + OTC)
Apr 9, 2026
short_volume
Short Volume: TPL — 75.0% short (0.5M / 0.7M)
Short: 534,466 | Exempt: 30,847 | TRF Vol: 712,811 | Short Ratio: 75.0% | Off-exchange volume (dark pool + OTC)
Apr 6, 2026
dark_pool
Dark Pool: TPL — 0.9M shares, 39,321 trades
Week starting 2026-04-06. Total ATS volume: 869,652 shares across 39,321 trades.