your badges 52W Range $44–$92 84% of range Analyst Rating BUY 16 analysts Price Target $89 +6% upside P/E 74.2 ROE 12.0% Net Profit Margin 16.5%

LB Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $83.79
P/E (TTM) 74.2
EPS (TTM) $1.13
Revenue (TTM) $225M
ROE (TTM) 12.0%
Debt/Equity (MRQ) 1.5
52W Range $44–$92

LB Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
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10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$199M
2023-12-31 → 2025-12-31
EPS$0.94
2024-12-31 → 2025-12-31
Free Cash Flow$122M
2024-12-31 → 2025-12-31
Net margin16.5%
2024-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend LB 5Y avg Peer Median Verdict
P/E (TTM) 74.2 · 59.5 Overvalued

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Payout Ratio211.5%
Annualized Payout≈$0.48Paid quarterly
Ex-dateAmountCurrencyYield
Aug 27, 2026$0.12USD≈0.52%
Jun 4, 2026$0.12USD≈0.59%
Mar 5, 2026$0.12USD≈0.56%
Dec 4, 2025$0.10USD≈0.67%
Sep 4, 2025$0.10USD≈0.74%
Jun 5, 2025$0.10USD≈0.42%
Mar 6, 2025$0.10USD≈0.33%
Dec 5, 2024$0.10USD≈0.15%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

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Avg Surprise -6.5%
Next Report Nov 09, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Aug 12, 2026 $0.30 $0.45 -33.6%
March 31, 2026 May 13, 2026 $0.37 $0.46 -19.6%
Dec. 31, 2025 $0.46 $0.39 17.0%
Sept. 30, 2025 $0.41 $0.41 -0.19%
June 30, 2025 $0.39 $0.39 1.0%
March 31, 2025 $0.35 $0.36 -3.9%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

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Income Statement 11
Metric Trend 202520242023
Revenue $199M$110M$73M
Operating Income $118M$-17M$70M
Other Non-op $-4M$241.0K$549.0K
Pretax Income $81M$-40M$64M
Income Tax $9M$2M$370.0K
Net Income $30M$5M·
EPS (Basic) $1.18$0.28·
EPS (Diluted) $0.94$0.07·
Shares (Basic) 24,815,70317,807,323·
Shares (Diluted) 76,542,23573,370,073·
EBITDA $130M$-8M·
Balance Sheet 19
Metric Trend 202520242023
Cash & Equivalents $31M$37M$38M
Prepaid Expense $5M$2M$1M
Current Assets $60M$53M$52M
PP&E (Net) $1.08B$903M$203M
PP&E (Gross) $1.11B$920M$215M
Accum. Depreciation $24M$18M$12M
Intangibles $137M$45M$29M
Other Non-current Assets $4M$2M$5M
Total Assets $1.37B$1.03B$289M
Accrued Liabilities $8M$7M$5M
Current Liabilities $12M$14M$27M
Other Non-current Liabilities $192.0K$183.0K$3M
Total Liabilities $572M$395M$138M
Long-term Debt $571M$385M$129M
Total Debt $560M$381M·
Retained Earnings $23M$3M·
Stockholders' Equity $340M$212M·
Liabilities + Equity $1.37B$1.03B$289M
Shares Outstanding ·23,255,419·
Cash Flow 15
Metric Trend 202520242023
D&A $11M$9M$9M
Stock-based Comp $45M$95M$-17M
Deferred Tax $4M$-411.0K$0
Amort. of Intangibles $5M$3M$2M
Other Non-cash $35M$-41M·
Operating Cash Flow $126M$68M$53M
CapEx $4M$985.0K$3M
Investing Cash Flow $-233M$-724M$-3M
Stock Issued ·$278M·
Net Stock Activity ·$278M·
Dividends Paid $64M$178M$105M
Financing Cash Flow $101M$656M$-38M
Net Change in Cash $-6M$-791.0K$12M
Taxes Paid $9M$385.0K$213.0K
Free Cash Flow $122M$67M·
Profitability 7
Metric Trend 202520242023
Operating Margin 59.5%-15.0%·
Net Margin 15.1%4.7%·
Pretax Margin 40.9%-36.0%·
EBITDA Margin 65.3%-6.9%·
ROA 2.5%0.79%·
ROE 10.8%2.3%·
ROIC 11.7%-2.1%·
Liquidity & Solvency 4
Metric Trend 202520242023
Current Ratio 4.93.7·
Quick Ratio 2.52.6·
Debt / Equity 1.60.9·
LT Debt / Equity 1.60.9·
Efficiency 1
Metric Trend 202520242023
Asset Turnover 0.20.2·
Per Share 3
Metric Trend 202520242023
Revenue / Share $2.60$1.50·
Cash Flow / Share $1.65$0.92·
EPS (TTM) $0.94$0.07·
Growth Rates 3
Metric Trend 202520242023
Revenue YoY 81.1%50.9%·
EPS YoY 1242.9%··
Net Income YoY 489.6%··
Valuation (TTM) 6
Metric Trend 202520242023
Revenue TTM $199M$110M·
Net Income TTM $30M$5M·
P/E 52.1922.9·
Earnings Yield 1.9%0.11%·
Payout Ratio 211.5%··
Annual Payout $64M$178M·

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312025-03-312024-12-312023-12-31
Revenue $199M · $110M $73M
Operating Margin % 59.5% · -15.0% ·
Net Income $30M · $5M ·
Diluted EPS $0.94 · $0.07 ·

Institutional owners (13F) 208 filers · $2.2B total · As of June 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 208
Value held $2.2B
New positions 33
Exited positions 25
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
33 (-26 vs prior Q) 25 (+6 vs prior Q) 72 (-9 vs prior Q) 60 (+27 vs prior Q) +1.0M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
FIRST MANHATTAN CO. LLC. $561,244,638 7,082,845 25.17% Shares
HORIZON KINETICS ASSET MANAGEMENT LLC $461,276,842 5,821,263 20.68% Shares
FMR LLC $140,686,658 1,775,450 6.31% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $100,406,272 1,267,116 4.50% Shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $97,882,399 1,235,265 4.39% Shares
MORGAN STANLEY $57,990,753 731,836 2.60% Shares
SCHWARTZ INVESTMENT COUNSEL INC $51,087,296 644,716 2.29% Shares
Hood River Capital Management LLC $46,959,130 592,619 2.11% Shares
UBS Group AG $45,451,033 573,587 2.04% Shares
DF DENT & CO INC $44,971,554 567,536 2.02% Shares
VANGUARD GROUP INC $42,220,316 861,815 1.89% Shares
TWO SIGMA INVESTMENTS, LP $41,113,674 518,850 1.84% Shares
CORTLAND ASSOCIATES INC/MO $30,453,000 384,317 1.37% Shares
RAYMOND JAMES FINANCIAL INC $29,858,226 376,807 1.34% Shares
CAPTRUST FINANCIAL ADVISORS $22,341,831 281,951 1.00% Shares
MAD RIVER INVESTORS $21,232,603 267,953 0.95% Shares
Moors & Cabot, Inc. $19,945,009 251,704 0.89% Shares
ASHFORD CAPITAL MANAGEMENT INC $18,610,306 234,860 0.83% Shares
One Charles Private Wealth Services, LLC $17,761,775 224,152 0.80% Shares
WELLS FARGO & COMPANY/MN $17,639,133 222,604 0.79% Shares
MILLENNIUM MANAGEMENT LLC $16,743,808 211,305 0.75% Shares
EagleClaw Capital Managment, LLC $16,704,188 210,805 0.75% Shares
Summit Street Capital Management, LLC $16,114,642 203,365 0.72% Shares
HighTower Advisors, LLC $11,165,881 140,912 0.50% Shares
TOCQUEVILLE ASSET MANAGEMENT L.P. $10,181,548 128,490 0.46% Shares
MARSHALL WACE, LLP $9,389,465 118,494 0.42% Shares
BlackRock, Inc. $8,616,636 108,741 0.39% Shares
JANE STREET GROUP, LLC $8,440,645 106,520 0.38% Shares
SPROTT INC. $7,928,703 100,059 0.36% Shares
SEVEN GRAND MANAGERS, LLC $7,924,000 100,000 0.36% Shares
Ghisallo Capital Management LLC $7,924,000 100,000 0.36% Shares
CRAWFORD INVESTMENT COUNSEL INC $7,547,055 95,243 0.34% Shares
Advisory Services Network, LLC $7,282,893 91,909 0.33% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $6,933,500 87,500 0.31% Call option
Daiwa Securities Group Inc. $6,793,879 85,738 0.30% Shares
TUDOR INVESTMENT CORP ET AL $6,652,594 83,955 0.30% Shares
one8zero8, LLC $6,629,861 83,668 0.30% Shares
MSRH, LLC $6,473,852 93,756 0.29% Shares
GOLDMAN SACHS GROUP INC $6,241,497 78,767 0.28% Shares
AQR CAPITAL MANAGEMENT LLC $5,993,158 75,633 0.27% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $5,546,800 70,000 0.25% Put option
PROMETHIUM ADVISORS,LLC $5,462,023 68,930 0.24% Shares
CITADEL ADVISORS LLC $5,412,092 68,300 0.24% Call option
SEI INVESTMENTS CO $5,337,606 67,360 0.24% Shares
BARCLAYS PLC $4,645,762 58,629 0.21% Shares
GEODE CAPITAL MANAGEMENT, LLC $4,634,826 58,491 0.21% Shares
COMMONWEALTH EQUITY SERVICES, LLC $4,601,998 58,077 0.21% Shares
VIKING FUND MANAGEMENT LLC $4,437,440 56,000 0.20% Shares
Swiss National Bank $4,429,516 55,900 0.20% Shares
Legal & General Group Plc $4,085,763 52,313 0.18% Shares

Show all 208 institutional owners →

Activists & 5%+ owners 2 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
LandBridge Holdings LLC, Five Point Energy Fund II AIV-VII LP, Five Point Energy Fund III AIV-VIII LP, Five Point Energy Fund GP II LP, Five Point Energy GP III LP, Five Point Energy GP II LLC, Five Point Energy GP III LLC, David N. Capobianco ×5 filings Aug. 11, 2026 61.40% Amendment · SEC
HORIZON KINETICS ASSET MANAGEMENT LLC ×4 filings Dec. 23, 2024 23.20% Amendment Passive investment SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 9 insiders · 0 officers · 0 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
David N. Capobianco · Aug. 7, 2026 C 0 0 2 $-268,812,500
Andrea Liria Nicolas · Aug. 4, 2026 A 11,454 0 0 $0
Jason Frederick Williams · Aug. 4, 2026 A 68,447 0 0 $0
Scott Lloyd Mcneely · Aug. 4, 2026 A 84,017 1 0 $24,974
Jason Thomas Long · Aug. 4, 2026 A 210,479 1 0 $99,842
Harrison Fenner Bolling · Aug. 4, 2026 A 71,294 1 0 $39,814
Charles L. Watson · Aug. 4, 2026 A 11,454 0 3 $-3,974,555
Valerie Chase · Aug. 4, 2026 A 14,397 0 0 $0
Ty P. Daul · Aug. 4, 2026 A 20,295 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 8 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
GRZZ · Tidal Trust II 0.87% 3,733 NS July 31, 2026 N-PORT
FREL · FIDELITY COVINGTON TRUST 0.13% 25,563 NS July 31, 2026 N-PORT
VNQ · VANGUARD SPECIALIZED FUNDS 0.12% 1,060,635 SH Aug. 19, 2026 Daily
BKSE · BNY Mellon ETF Trust 0.09% 1,013 NS July 31, 2026 N-PORT
PDN · Invesco Exchange-Traded Fund Trust … 0.09% 10,621 SH Oct. 2, 2026 Daily
WSML · iShares Trust 0.03% 4,472 SH Sept. 11, 2026 Daily
IDEV · iShares Trust 0.01% 93,315 SH Sept. 10, 2026 Daily
IXUS · iShares Trust 0.00% 74,856 SH Sept. 8, 2026 Daily

LB Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 16 analysts BUY
Median target $90.00 +7.4%
3 18.8% Strong Buy
9 56.2% Buy
4 25.0% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

7 analysts · 2026-09-28

Mean target $88.57 +5.7%

Now Current price $83.79
Low$75.00 Mean$88.57 High$98.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
LB · 52.1 81.1% 15.1% 10.8% ·
FRPH $436M 126.6 2.6% 7.8% 0.78% ·
TCI $506M 36.6 4.2% 28.1% 1.6% ·
MLP $335M · 68.2% -54.4% -35.6% ·
SEG $253M -2.2 18.3% -89.5% -22.9% ·
ARL $259M 16.6 5.7% 31.4% 2.6% ·
SRG · -2.5 3.3% -374.7% -18.5% ·

Latest News Recent headlines mentioning this company

23
Laurentian Bank Of Canada Q2 Slips To Loss Nasdaq · 4 months ago LandBridge (LB) Q1 2026 Earnings Transcript Yahoo Finance · 4 months, 3 weeks ago Canadian Market Marginally Down In Cautious Trade Nasdaq · 5 months, 1 week ago

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Aug 6, 2026