Welcome to our dedicated page for LandBridge Co SEC filings (Ticker: LB), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on LandBridge Co's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into LandBridge Co's regulatory disclosures and financial reporting.
LandBridge Company LLC is holding its 2026 Annual Meeting on June 18, 2026 at 3:00 p.m. Central Time in a hybrid in-person and virtual format. Shareholders of record as of April 23, 2026 can vote online, by phone, by mail, or during the meeting.
Investors will vote on four items: electing 11 directors, ratifying Deloitte & Touche LLP as independent auditor for 2026, an advisory “say‑on‑pay” vote on 2025 executive compensation, and an advisory vote on how often future say‑on‑pay votes should occur, with the Board recommending one year.
The proxy also describes LandBridge’s status as a NYSE “controlled company,” current governance structure with an all‑independent Audit Committee, use of a shared services agreement for executive management, and a pay‑versus‑performance table tying reported compensation to total shareholder return and net income.
LandBridge Company LLC furnished an update indicating it has posted a new investor presentation titled “LandBridge 2026 Investor Day” on its Investor Relations webpage. The materials are available in the Events & Presentations section of the company’s website and may be supplemented with additional investor materials over time.
The information related to this presentation is being furnished rather than filed under securities laws, meaning it is not subject to certain legal liabilities and is not automatically incorporated into other securities filings unless specifically referenced.
LandBridge Co LLC director-associated entity reports open-market sales of Class A shares. Class A shares representing limited liability company interests in LandBridge Co LLC that are directly held by Wincrest Ventures, LP, an entity over which director Charles L. Watson may exercise voting and investment control, were sold in open-market transactions.
Across 2026-03-02, 2026-03-04, and 2026-03-06, Wincrest Ventures, LP sold a total of 53,350 Class A shares at reported prices of $74.0661, $75.1884, and $75.0043 per share, with one transaction described as a weighted average price for trades between $75.1477 and $75.6468 per share. Following these indirect sales, 64,250 Class A shares remain indirectly held through Wincrest Ventures, and 9,554 Class A shares are reported as held directly.
LandBridge Company LLC files its annual report describing a fast-growing surface land and resource business in the Delaware Basin. For the year ended December 31, 2025, total revenues reached $199.1 million, with net income of $72.4 million and Adjusted EBITDA of $177.2 million.
The company generated Free Cash Flow of $122.0 million on minimal capital expenditures of $4.2 million, reflecting an asset-light model where customers fund most infrastructure on over 315,000 surface acres. Revenue comes mainly from surface use royalties and fees, resource sales (brackish water, caliche, sand-related royalties) and oil and gas royalties.
LandBridge highlights deep integration with water midstream operator WaterBridge, which handled about 2.5 million barrels per day of produced water across 4.8 million barrels per day of capacity, including substantial capacity on LandBridge acreage. The company also emphasizes growth through 2024–2025 land acquisitions, new commercial uses such as solar projects and data center development, and notes total debt of $570.7 million outstanding at year-end 2025.
LandBridge Company LLC reported strong fourth quarter and full-year 2025 results, highlighted by rapid growth and high margins. Q4 2025 revenue was $56.8 million, up 56% year-over-year and 12% sequentially, with net income of $18.2 million and Adjusted EBITDA of $51.1 million, a 90% margin.
For 2025, revenue reached $199.1 million, up 81% year-over-year, while net income was $72.4 million and Adjusted EBITDA was $177.2 million, an 89% margin. Operating cash flow was $126.3 million and Free Cash Flow was $122.0 million, reflecting a 61% Free Cash Flow margin.
The company refinanced its debt with a $500.0 million 6.25% senior notes offering and a new $275.0 million revolver, ending 2025 with $235.7 million of liquidity, $30.7 million of cash and $570.0 million of borrowings. The board raised the quarterly dividend 20% to $0.12 per share, authorized up to $50 million of Class A share repurchases through year-end 2027, and issued 2026 Adjusted EBITDA guidance of $205–$225 million, implying over 20% projected growth at the midpoint.
Morgan Stanley and Morgan Stanley Investment Management Inc. report passive ownership of LandBridge Co LLC Class A Shares. They beneficially own 2,110,782 shares, representing 8.3% of the class, as of 01/31/2026. The firms state the position is held in the ordinary course of business, without the purpose or effect of changing or influencing control of LandBridge.
LandBridge Co LLC insider trading report: An executive officer reported buying additional shares of the company. On 01/05/2026, the Executive Vice President and General Counsel purchased 850 Class A shares of LandBridge Co LLC at a price of $46.84 per share. After this transaction, the officer directly owns 66,874 Class A shares. This filing reflects the individual’s updated ownership position in the company’s equity.
LandBridge Co LLC executive Scott L. McNeely, Executive Vice President and Chief Financial Officer, reported an acquisition of company equity. On January 6, 2026, he acquired 549 Class A shares of LandBridge Co LLC at a price of $45.49 per share. Following this transaction, he beneficially owned 81,276 Class A shares, held in direct ownership. The filing covers this single equity purchase by one reporting person.
LandBridge Co LLC reported an insider share purchase by a company leader. A reporting person who is both a director and the company’s President and Chief Executive Officer bought 2,143 Class A shares of LandBridge on 01/05/2026. The transaction is coded “P,” indicating a purchase, at a price of $46.59 per share. After this transaction, the insider directly holds 223,546 Class A shares.
LandBridge Company LLC, through subsidiary DBR Land Holdings LLC, completed a private placement of $500 million aggregate principal amount of 6.250% Senior Notes due 2030. The company plans to use the net proceeds from these notes, together with borrowings under a new revolving credit facility, to repay and terminate its existing credit facility, which had $370.2 million of outstanding borrowings as of September 30, 2025. The notes are senior unsecured obligations guaranteed on a senior unsecured basis by all existing subsidiaries and include customary covenants, redemption options starting before and after December 1, 2027, and a change of control repurchase feature at 101% of principal plus accrued interest.