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Landbridge Company Llc Stock Price, News & Analysis

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Welcome to our dedicated page for Landbridge Company news (Ticker: LB), a resource for investors and traders seeking the latest updates and insights on Landbridge Company stock.

LandBridge Company LLC (NYSE: LB; NYSE Texas: LB) is a land and resource management company whose news flow is closely tied to energy and infrastructure activity in the Delaware sub-region of the Permian Basin. The company owns more than 300,000 surface acres across Texas and New Mexico and actively manages this acreage to support energy and infrastructure development and other land uses, including digital infrastructure. News about LandBridge often highlights how it uses its surface position and pore space to enable projects for oil and gas producers, water infrastructure providers and alternative energy developers.

Investors following LandBridge’s news can expect regular updates on financial and operating results, including quarterly earnings releases that discuss revenue by category such as surface use royalties and revenues, resource sales and royalties, and oil and gas royalties. These releases also describe trends in produced water handling royalties, commercial activity on the company’s lands and net royalty production, along with commentary on its asset-light, capital-efficient business model and free cash flow generation.

LandBridge’s news also covers strategic transactions and commercial agreements. Examples include agreements to acquire additional surface acres and pore space in key Texas counties, the sale of a 3,000-acre photovoltaic solar energy generation project in Reeves County, Texas, and long-term leases for facilities such as a natural gas processing plant in Loving County. The company has announced development agreements providing options to lease acreage for potential battery energy storage system projects designed to support grid stability and renewable energy integration.

In addition, LandBridge issues press releases on capital markets activities, such as secondary public offerings of its Class A shares by a selling shareholder and private offerings of senior notes by its subsidiary DBR Land Holdings LLC. These announcements describe the intended use of proceeds, changes to credit facilities and the impact on the company’s capital structure. For a consolidated view of these developments, the LandBridge news page on Stock Titan aggregates company press releases and related market updates so readers can track how management is deploying its surface acreage and financial resources over time.

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WaterBridge (NYSE: WBI) reported third quarter 2025 pro forma results on November 12, 2025, covering the quarter ended September 30, 2025. Key operational metrics were presented on a combined, pro forma basis assuming the Combination and IPO occurred on January 1, 2024.

Quarter highlights: produced water handling volumes of 2.5 million bpd (+7% QoQ), pro forma revenue of $205.5M (+8% QoQ), pro forma Adjusted EBITDA of $105.7M, and a pro forma net loss of $18.7M. Company completed an IPO and had a market capitalization of $3.0B as of Nov 7, 2025, and closed a $1.425B senior notes offering on Oct 6, 2025. Liquidity totaled $547M as of Sept 30, 2025.

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LandBridge (NYSE: LB) will release its Q3 2025 financial results after market close on Wednesday, November 12, 2025. The company will discuss results on a live webcast and conference call on Thursday, November 13, 2025 at 9:30 a.m. Central / 10:30 a.m. Eastern.

Webcast access is available via the LandBridge Investor Relations Events and Presentations page; attendees are advised to visit the page 10–15 minutes early to register and install any required audio software. Call participants must pre-register online to receive unique dial-in details. Both the webcast and call replay will be archived on the same links after the live events.

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LandBridge (NYSE: LB) announced on October 9, 2025 that it has finalized the sale of a solar project to a leading publicly traded energy infrastructure developer. The project covers 3,000 acres in Reeves County, Texas with a proposed generation capacity of up to 250 MW. LandBridge received an upfront cash payment and retains the right to contingent future cash payments tied to specified developmental milestones. Management noted this will be the first project of its kind on LandBridge acreage and framed the transaction as using company assets to support Permian power demand.

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LandBridge (NYSE: LB) entered into an agreement to acquire approximately 37,500 acres across Loving, Reeves, Winkler and Ward counties, Texas, with closing anticipated in Q4 2025 subject to customary conditions.

The acreage includes ~22,000 fee surface acres, ~3,500 acres under a long-term management agreement and ~12,000 leasehold surface acres, increasing total holdings to ~300,000 surface acres. The purchase provides immediate access to high-quality pore space adjacent to existing contiguous acreage in Loving County and adds contiguous acreage in northern Reeves County positioned for alternative energy development and expanded produced-water handling infrastructure in the Stateline region of the Delaware Basin.

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LandBridge (NYSE:LB) has entered into a strategic agreement with NRG Energy regarding a potential data center site in Reeves County, Texas. The project could include a 1,100 MW grid-connected natural gas power generation facility to be built by NRG, pending a power purchase agreement for a data center.

The site, located near the Waha Gas market hub, offers direct access to low-cost natural gas and transmission infrastructure. Initial air permit applications and electric interconnection requests have been submitted, with a potential in-service date by year-end 2029.

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LandBridge (NYSE: LB) has announced its dual listing on the newly launched NYSE Texas exchange, effective August 15, 2025. While maintaining its primary listing on the New York Stock Exchange under the ticker "LB", the company will become a Founding Member of NYSE Texas, a fully electronic equities exchange headquartered in Dallas.

The dual listing aligns with LandBridge's strong Texas presence, including its surface acreage holdings in the Delaware Basin and offices in Houston and Midland. CEO Jason Long emphasized the company's commitment to Texas' economy and energy industry through this strategic move.

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LandBridge (NYSE:LB) reported strong Q2 2025 financial results, with revenue reaching $47.5 million, up 83% year-over-year and 8% quarter-over-quarter. The company achieved net income of $18.5 million with a 39% margin and Adjusted EBITDA of $42.5 million, representing an 81% year-over-year increase.

Key highlights include record Surface Use Royalties of $34.2 million and significant agreements including a 10-year surface use agreement with Devon Energy for 300,000 bpd pore space capacity. The company declared a quarterly dividend of $0.10 per share and updated its FY2025 Adjusted EBITDA guidance to $160-180 million, reflecting timing adjustments for the DBR Solar opportunity.

LandBridge maintains a strong balance sheet with total liquidity of $95.3 million and continues to execute its diversified, low-capex business model across its 277,000 surface acres in the Permian Basin.

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LandBridge (NYSE:LB) has signed a significant 10-year surface use and pore space reservation agreement with Devon Energy (NYSE:DVN) for operations in the New Mexico Delaware Basin. The agreement provides Devon with 300,000 barrels per day (bpd) of pore space capacity on LandBridge's East Stateline Ranch and Speed Ranch surface acreage, starting in Q2 2027.

The deal includes a substantial minimum volume commitment of 175,000 bpd of produced water from Devon. This strategic partnership aims to secure Devon's water management needs while highlighting the value of contiguous, underutilized pore space in the Delaware Basin region.

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LandBridge (NYSE:LB) has scheduled its Q2 2025 earnings release for Wednesday, August 6, 2025, after market close. The company will host a conference call and webcast to discuss the results on Thursday, August 7, 2025, at 8:00 a.m. CT / 9:00 a.m. ET.

Investors can access the live webcast through LandBridge's Investor Relations website, with registration required at least 10-15 minutes before the start time. For those unable to attend live, the webcast will be archived for later viewing. A conference call replay will remain available through August 21, 2025.

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WaterBridge, a produced water midstream infrastructure company, has responded to the Railroad Commission of Texas' (RRC) new permitting guidelines for water handling facilities in the Permian Basin. The company states that these updated regulations align with their existing practices and will not materially impact their operations. WaterBridge has historically maintained high standards through distributed infrastructure networks, in-house geology teams, and avoiding deep disposal wells. Through their partnership with LandBridge Company LLC (NYSE: LB) and other partners, they have secured resources for sustainable water handling infrastructure. CEO Jason Long emphasized their commitment to preventing seismicity and pore pressure issues, highlighting their track record of responsibility, operational scale, long-term solutions focus, and ongoing regulatory dialogue.
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FAQ

What is the current stock price of Landbridge Company (LB)?

The current stock price of Landbridge Company (LB) is $74 as of March 2, 2026.

What is the market cap of Landbridge Company (LB)?

The market cap of Landbridge Company (LB) is approximately 2.1B.

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2.07B
24.41M
Oil & Gas Equipment & Services
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