En esta página
01LB precio
02Instantánea
03Gráfico
06Rendimiento
07Valoración y ratios
13Dividendos
14Ganancias
15Fundamentales Completos
16Estados Financieros
17Propietarios institucionales (13F)
18Activistas y propietarios del %+ 5
19Informantes de la empresa
20Propiedad de ETFs
21Consenso
22Pares
23Noticias
26Mis Métricas
LB Clase A LandBridge Company LLC Class A Shares Representing Limited Liability Company Interests
NYSE · Real Estate · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Ago 6, 2026
$83,79
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$43,75mínimo 52 semanas
$91,69máximo 52 semanas
P/E (TTM)
74.2
BPA (TTM)
$1.13
Ingresos (TTM)
$225M
tus insignias
Rango 52S
$44–$92
Calificación del Analista
BUY
Precio Objetivo
$89
P/E
74.2
ROE
12.0%
Margen de Beneficio Neto
16.5%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
LB Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$83.79
P/E (TTM)
74.2
BPA (TTM)
$1.13
Ingresos (TTM)
$225M
ROE (TTM)
12.0%
Deuda/Capital (MRQ)
1.5
Rango 52S
$44–$92
LB Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$199M2023-12-31 → 2025-12-31
BPA$0.942024-12-31 → 2025-12-31
Flujo de caja libre$122M2024-12-31 → 2025-12-31
Margen neto16.5%2024-12-31 → 2025-12-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | LB | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 74.2 | · | 59.5 | Sobrevalorado |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | LB | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Operativo (TTM) | 61.3% | · | -19.0% | De primer nivel | |
| Margen EBITDA (TTM) | 68.0% | · | -15.4% | De primer nivel | |
| Margen antes de impuestos (TTM) | 43.6% | · | · | · | |
| Margen de Beneficio Neto (TTM) | 16.5% | · | -8.8% | De primer nivel | |
| ROA (TTM) | 3.0% | · | 0.46% | De primer nivel | |
| ROE (TTM) | 12.0% | · | 0.78% | De primer nivel | |
| ROIC | 11.7% | · | · | · |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | LB | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Deuda / Patrimonio (MRQ) | 1.5 | · | · | · | |
| Ratio corriente (MRQ) | 7.3 | · | · | · | |
| Quick Ratio (Ratio Rápido) | 2.5 | · | · | · | |
| Deuda a Largo Plazo / Patrimonio (MRQ) | 1.5 | · | · | · |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | LB | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 81.1% | · | · | · | |
| EPS YoY (EPS interanual) | 1242.9% | · | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 489.6% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | LB | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.2 | · | 0.1 | De primer nivel |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Ratio de Pago211.5%
Pago anualizado≈$0.48
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Ago 27, 2026 | $0,12 | USD | ≈0.52% |
| Jun 4, 2026 | $0,12 | USD | ≈0.59% |
| Mar 5, 2026 | $0,12 | USD | ≈0.56% |
| Dic 4, 2025 | $0,10 | USD | ≈0.67% |
| Sep 4, 2025 | $0,10 | USD | ≈0.74% |
| Jun 5, 2025 | $0,10 | USD | ≈0.42% |
| Mar 6, 2025 | $0,10 | USD | ≈0.33% |
| Dic 5, 2024 | $0,10 | USD | ≈0.15% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-6.5%
Próximo informe
Nov 09, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Ago 12, 2026 | $0.30 | $0.45 | -33.6% |
| 31 de marzo de 2026 | May 13, 2026 | $0.37 | $0.46 | -19.6% |
| 31 de diciembre de 2025 | $0.46 | $0.39 | 17.0% | |
| 30 de septiembre de 2025 | $0.41 | $0.41 | -0.19% | |
| 30 de junio de 2025 | $0.39 | $0.39 | 1.0% | |
| 31 de marzo de 2025 | $0.35 | $0.36 | -3.9% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| 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) | 24,815,703 | 17,807,323 | · | |
| Shares (Diluted) | 76,542,235 | 73,370,073 | · | |
| EBITDA | $130M | $-8M | · |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| 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 | · |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| 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 | · |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| 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% | · |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Current Ratio | 4.9 | 3.7 | · | |
| Quick Ratio | 2.5 | 2.6 | · | |
| Debt / Equity | 1.6 | 0.9 | · | |
| LT Debt / Equity | 1.6 | 0.9 | · |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue / Share | $2.60 | $1.50 | · | |
| Cash Flow / Share | $1.65 | $0.92 | · | |
| EPS (TTM) | $0.94 | $0.07 | · |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue YoY | 81.1% | 50.9% | · | |
| EPS YoY | 1242.9% | · | · | |
| Net Income YoY | 489.6% | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue TTM | $199M | $110M | · | |
| Net Income TTM | $30M | $5M | · | |
| P/E | 52.1 | 922.9 | · | |
| Earnings Yield | 1.9% | 0.11% | · | |
| Payout Ratio | 211.5% | · | · | |
| Annual Payout | $64M | $178M | · |
Estado de resultados
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $67M | $51M | $57M | $51M | $48M | $44M | $36M | $28M | $26M | $19M | $18M | $22M | |
| SG&A Expense | $16M | $16M | · | · | $15M | $15M | · | · | · | · | · | · | |
| Operating Income | $44M | $29M | $34M | $31M | $29M | $25M | $18M | $3M | $-51M | $14M | $19M | $45M | |
| Other Non-op | $-17.0K | $-10.0K | $-4M | $0 | $0 | $0 | $0 | $0 | $0 | $241.0K | $526.0K | $0 | |
| Pretax Income | $35M | $20M | $21M | $23M | $21M | $17M | $11M | $-4M | $-58M | $11M | $17M | $45M | |
| Income Tax | $4M | $2M | $3M | $3M | $2M | $2M | $3M | $-1M | $137.0K | $101.0K | $104.0K | $96.0K | |
| Net Income | $12M | $9M | $8M | $8M | $8M | $6M | $49M | $3M | $-58M | $11M | · | $45M | |
| EPS (Basic) | $0.43 | $0.31 | $0.30 | $0.31 | $0.30 | $0.27 | · | $0.15 | · | · | · | · | |
| EPS (Diluted) | $0.40 | $0.23 | $0.24 | $0.26 | $0.24 | $0.20 | · | $-0.04 | · | · | · | · | |
| Shares (Basic) | 27,960,494 | 27,838,580 | · | 25,335,054 | 24,069,705 | 23,255,419 | · | 17,425,000 | · | · | · | · | |
| Shares (Diluted) | 76,991,052 | 77,078,931 | · | 76,518,549 | 76,394,121 | 76,464,778 | · | 73,151,603 | · | · | · | · | |
| EBITDA | · | $34M | · | $31M | $29M | $28M | · | $5M | $-50M | · | · | · |
Balance general
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $40M | $30M | $31M | $28M | $20M | $15M | $37M | $14M | $25M | · | · | · | |
| Prepaid Expense | $3M | $3M | $5M | $5M | $3M | $1M | $2M | $2M | $594.0K | · | · | · | |
| Current Assets | $71M | $59M | $60M | $57M | $44M | $44M | $53M | $32M | $42M | · | · | · | |
| PP&E (Net) | $1.09B | $1.08B | $1.08B | $918M | $918M | $919M | $903M | $628M | $630M | · | · | · | |
| PP&E (Gross) | $1.12B | $1.11B | $1.11B | $940M | $939M | $938M | $920M | $644M | $644M | · | · | · | |
| Accum. Depreciation | $27M | $25M | $24M | $22M | $21M | $19M | $18M | $16M | $15M | · | · | · | |
| Intangibles | $131M | $134M | $137M | $42M | $43M | $44M | $45M | $27M | $28M | · | · | · | |
| Other Non-current Assets | $3M | $4M | $4M | $2M | $2M | $2M | $2M | $3M | $11M | · | · | · | |
| Total Assets | $1.38B | $1.36B | $1.37B | $1.08B | $1.07B | $1.01B | $1.03B | $690M | $710M | · | · | · | |
| Accrued Liabilities | $6M | $14M | $8M | $7M | $6M | $6M | $7M | $6M | $13M | · | · | · | |
| Current Liabilities | $10M | $19M | $12M | $14M | $10M | $12M | $14M | $43M | $50M | · | · | · | |
| Other Non-current Liabilities | $195.0K | $194.0K | $192.0K | $192.0K | $182.0K | $182.0K | $183.0K | $183.0K | $3M | · | · | · | |
| Total Liabilities | $545M | $554M | $572M | $380M | $381M | $387M | $395M | $286M | $414M | · | · | · | |
| Long-term Debt | $536M | $536M | $571M | $367M | $371M | $376M | $381M | $278M | $396M | · | · | · | |
| Total Debt | · | $536M | · | $367M | $371M | $376M | · | $278M | $396M | · | · | · | |
| Retained Earnings | $37M | $29M | $23M | $18M | $12M | $7M | $3M | $3M | · | · | · | · | |
| Stockholders' Equity | $356M | $344M | $340M | $272M | $266M | $440M | $212M | $97M | · | · | · | · | |
| Liabilities + Equity | $1.38B | $1.36B | $1.37B | $1.08B | $1.07B | $1.01B | $1.03B | $690M | $710M | · | · | · | |
| Shares Outstanding | · | · | · | · | · | · | 23,255,419 | · | · | · | · | · |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $4M | $4M | $4M | $3M | $3M | $3M | $4M | $2M | $2M | $2M | $2M | $2M | |
| Stock-based Comp | $11M | $11M | $12M | $11M | $11M | $11M | $11M | $12M | $72M | $810.0K | $-7M | · | |
| Deferred Tax | $1M | $316.0K | $2M | $1M | $652.0K | $339.0K | $865.0K | $-1M | · | · | · | · | |
| Other Non-cash | · | $16M | · | · | · | $-5M | · | · | · | · | · | · | |
| Operating Cash Flow | $41M | $41M | $38M | $35M | $37M | $16M | $27M | $7M | $16M | $17M | $16M | · | |
| CapEx | $1M | $180.0K | $2M | $1M | $1M | $69.0K | $224.0K | $303.0K | $369.0K | $89.0K | $234.0K | · | |
| Investing Cash Flow | $-11M | $-2M | $-212M | $-1M | $-2M | $-18M | $-292M | $-1M | $-376M | $-55M | $-234.0K | · | |
| Dividends Paid | $19M | $15M | $11M | $15M | $24M | $14M | $7M | $171M | · | · | · | · | |
| Financing Cash Flow | $-20M | $-40M | $176M | $-26M | $-30M | $-20M | $288M | $-17M | $376M | $9M | $-15M | · | |
| Net Change in Cash | $10M | $-1M | $2M | $8M | $5M | $-22M | $23M | $-10M | $16M | $-29M | $1M | · | |
| Taxes Paid | $2M | $-2.0K | · | · | $6M | $1M | · | · | · | · | · | · | |
| Free Cash Flow | · | $41M | · | · | · | $16M | · | · | · | · | · | · |
Rentabilidad
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | · | 57.2% | · | 60.8% | 60.0% | 57.0% | · | 11.2% | -197.4% | · | · | · | |
| Net Margin | · | 17.1% | · | 16.0% | 15.8% | 14.7% | · | 9.3% | -222.1% | · | · | · | |
| Pretax Margin | · | 38.5% | · | 45.2% | 43.4% | 38.8% | · | -13.6% | -221.6% | · | · | · | |
| EBITDA Margin | · | 65.9% | · | 60.8% | 60.0% | 62.9% | · | 16.4% | -191.6% | · | · | · | |
| ROA | · | 0.74% | · | 0.92% | 0.84% | 1.3% | · | 0.77% | -16.2% | · | · | · | |
| ROE | · | 2.2% | · | 4.4% | 5.6% | 2.9% | · | 5.5% | · | · | · | · | |
| ROIC | · | 3.0% | · | 4.3% | 4.0% | 2.8% | · | 0.60% | -13.0% | · | · | · |
Liquidez y Solvencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | 3.1 | · | 4.2 | 4.3 | 3.7 | · | 0.7 | 0.8 | · | · | · | |
| Quick Ratio | · | 1.6 | · | 2.0 | 2.0 | 1.3 | · | 0.3 | 0.5 | · | · | · | |
| Debt / Equity | · | 1.6 | · | 1.3 | 1.4 | 0.9 | · | 2.9 | · | · | · | · | |
| LT Debt / Equity | · | 1.6 | · | 1.3 | 1.4 | 0.9 | · | 2.5 | · | · | · | · |
Eficiencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.0 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | · | · | · |
Por Acción
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | · | $0.66 | · | $0.66 | $0.62 | $0.57 | · | $0.39 | · | · | · | · | |
| Cash Flow / Share | · | $0.53 | · | · | · | $0.21 | · | · | · | · | · | · | |
| EPS (TTM) | $1.13 | $0.97 | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $216M | $206M | · | $179M | $156M | $135M | · | $91M | $80M | $76M | · | · | |
| Net Income TTM | $37M | $32M | · | $71M | $66M | $798.0K | · | · | · | · | · | · | |
| P/E | 70.1 | 71.2 | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 1.4% | 1.4% | · | · | · | · | · | · | · | · | · | · | |
| Payout Ratio | · | 169.0% | · | · | · | · | · | · | · | · | · | · | |
| Annual Payout | · | $65M | · | $60M | $216M | · | · | · | · | · | · | · |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2025-03-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|---|
| Ingresos | $199M | · | $110M | $73M |
| Margen Operativo % | 59.5% | · | -15.0% | · |
| Beneficio neto | $30M | · | $5M | · |
| EPS Diluido | $0.94 | · | $0.07 | · |
| Métrica | 2025-12-31 | 2025-03-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|---|
| Deuda / Patrimonio | 1.6 | · | 0.9 | · |
| Ratio corriente | 4.9 | · | 3.7 | · |
| Ratio Rápido | 2.5 | · | 2.6 | · |
| Métrica | 2025-12-31 | 2025-03-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|---|
| Flujo de caja libre | $122M | · | $67M | · |
Propietarios institucionales (13F) 208 declarantes · $2.2B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Tenedores
208
Valor en tenencia
$2.2B
Nuevas posiciones
33
Posiciones cerradas
25
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 33 (-26 vs trimestre anterior) | 25 (+6 vs trimestre anterior) | 72 (-9 vs trimestre anterior) | 60 (+27 vs trimestre anterior) | +1.0M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| FIRST MANHATTAN CO. LLC. | $561 244 638 | 7 082 845 | 25,17% | Acciones |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $461 276 842 | 5 821 263 | 20,68% | Acciones |
| FMR LLC | $140 686 658 | 1 775 450 | 6,31% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $100 406 272 | 1 267 116 | 4,50% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $97 882 399 | 1 235 265 | 4,39% | Acciones |
| MORGAN STANLEY | $57 990 753 | 731 836 | 2,60% | Acciones |
| SCHWARTZ INVESTMENT COUNSEL INC | $51 087 296 | 644 716 | 2,29% | Acciones |
| Hood River Capital Management LLC | $46 959 130 | 592 619 | 2,11% | Acciones |
| UBS Group AG | $45 451 033 | 573 587 | 2,04% | Acciones |
| DF DENT & CO INC | $44 971 554 | 567 536 | 2,02% | Acciones |
| VANGUARD GROUP INC | $42 220 316 | 861 815 | 1,89% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $41 113 674 | 518 850 | 1,84% | Acciones |
| CORTLAND ASSOCIATES INC/MO | $30 453 000 | 384 317 | 1,37% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $29 858 226 | 376 807 | 1,34% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $22 341 831 | 281 951 | 1,00% | Acciones |
| MAD RIVER INVESTORS | $21 232 603 | 267 953 | 0,95% | Acciones |
| Moors & Cabot, Inc. | $19 945 009 | 251 704 | 0,89% | Acciones |
| ASHFORD CAPITAL MANAGEMENT INC | $18 610 306 | 234 860 | 0,83% | Acciones |
| One Charles Private Wealth Services, LLC | $17 761 775 | 224 152 | 0,80% | Acciones |
| WELLS FARGO & COMPANY/MN | $17 639 133 | 222 604 | 0,79% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $16 743 808 | 211 305 | 0,75% | Acciones |
| EagleClaw Capital Managment, LLC | $16 704 188 | 210 805 | 0,75% | Acciones |
| Summit Street Capital Management, LLC | $16 114 642 | 203 365 | 0,72% | Acciones |
| HighTower Advisors, LLC | $11 165 881 | 140 912 | 0,50% | Acciones |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $10 181 548 | 128 490 | 0,46% | Acciones |
| MARSHALL WACE, LLP | $9 389 465 | 118 494 | 0,42% | Acciones |
| BlackRock, Inc. | $8 616 636 | 108 741 | 0,39% | Acciones |
| JANE STREET GROUP, LLC | $8 440 645 | 106 520 | 0,38% | Acciones |
| SPROTT INC. | $7 928 703 | 100 059 | 0,36% | Acciones |
| SEVEN GRAND MANAGERS, LLC | $7 924 000 | 100 000 | 0,36% | Acciones |
| Ghisallo Capital Management LLC | $7 924 000 | 100 000 | 0,36% | Acciones |
| CRAWFORD INVESTMENT COUNSEL INC | $7 547 055 | 95 243 | 0,34% | Acciones |
| Advisory Services Network, LLC | $7 282 893 | 91 909 | 0,33% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6 933 500 | 87 500 | 0,31% | Opción de compra |
| Daiwa Securities Group Inc. | $6 793 879 | 85 738 | 0,30% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $6 652 594 | 83 955 | 0,30% | Acciones |
| one8zero8, LLC | $6 629 861 | 83 668 | 0,30% | Acciones |
| MSRH, LLC | $6 473 852 | 93 756 | 0,29% | Acciones |
| GOLDMAN SACHS GROUP INC | $6 241 497 | 78 767 | 0,28% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $5 993 158 | 75 633 | 0,27% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5 546 800 | 70 000 | 0,25% | Opción de venta |
| PROMETHIUM ADVISORS,LLC | $5 462 023 | 68 930 | 0,24% | Acciones |
| CITADEL ADVISORS LLC | $5 412 092 | 68 300 | 0,24% | Opción de compra |
| SEI INVESTMENTS CO | $5 337 606 | 67 360 | 0,24% | Acciones |
| BARCLAYS PLC | $4 645 762 | 58 629 | 0,21% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $4 634 826 | 58 491 | 0,21% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $4 601 998 | 58 077 | 0,21% | Acciones |
| VIKING FUND MANAGEMENT LLC | $4 437 440 | 56 000 | 0,20% | Acciones |
| Swiss National Bank | $4 429 516 | 55 900 | 0,20% | Acciones |
| Legal & General Group Plc | $4 085 763 | 52 313 | 0,18% | Acciones |
Activistas y propietarios del %+ 5 2 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| 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 presentaciones | 11 de agosto de 2026 | 61,40% | Enmienda | · | SEC |
| HORIZON KINETICS ASSET MANAGEMENT LLC ×4 presentaciones | 23 de diciembre de 2024 | 23,20% | Enmienda | Inversión pasiva | 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.
Informantes de la empresa 9 insiders · 0 directivos · 0 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| David N. Capobianco | · | 7 de agosto de 2026 C | 0 | 0 | 2 | $-268 812 500 |
| Andrea Liria Nicolas | · | 4 de agosto de 2026 A | 11 454 | 0 | 0 | $0 |
| Jason Frederick Williams | · | 4 de agosto de 2026 A | 68 447 | 0 | 0 | $0 |
| Scott Lloyd Mcneely | · | 4 de agosto de 2026 A | 84 017 | 1 | 0 | $24 974 |
| Jason Thomas Long | · | 4 de agosto de 2026 A | 210 479 | 1 | 0 | $99 842 |
| Harrison Fenner Bolling | · | 4 de agosto de 2026 A | 71 294 | 1 | 0 | $39 814 |
| Charles L. Watson | · | 4 de agosto de 2026 A | 11 454 | 0 | 3 | $-3 974 555 |
| Valerie Chase | · | 4 de agosto de 2026 A | 14 397 | 0 | 0 | $0 |
| Ty P. Daul | · | 4 de agosto de 2026 A | 20 295 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 8 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| GRZZ · Tidal Trust II | 0,87% | 3 733 NS | 31 de julio de 2026 | N-PORT |
| FREL · FIDELITY COVINGTON TRUST | 0,13% | 25 563 NS | 31 de julio de 2026 | N-PORT |
| VNQ · VANGUARD SPECIALIZED FUNDS | 0,12% | 1 060 635 SH | 19 de agosto de 2026 | Diario |
| BKSE · BNY Mellon ETF Trust | 0,09% | 1 013 NS | 31 de julio de 2026 | N-PORT |
| PDN · Invesco Exchange-Traded Fund Trust … | 0,09% | 10 621 SH | 29 de septiembre de 2026 | Diario |
| WSML · iShares Trust | 0,03% | 4 472 SH | 11 de septiembre de 2026 | Diario |
| IDEV · iShares Trust | 0,01% | 93 315 SH | 10 de septiembre de 2026 | Diario |
| IXUS · iShares Trust | 0,00% | 74 856 SH | 8 de septiembre de 2026 | Diario |
LB Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 16 analistas
COMPRA
Objetivo mediano
$90.00
+7,4%
3 18,8%
Compra fuerte
9 56,2%
Compra
4 25,0%
Mantener
0 0,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
7 analistas · 2026-09-28Objetivo medio $88.57 +5,7%
Ahora
Precio Actual $83.79
Mín$75.00
Media$88.57
Máx$98.00
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| 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% | · |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Fuente: SEC 10-Q presentada el Ago 6, 2026