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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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LandBridge (NYSE: LB) entered a lease development agreement granting PowerBridge an option to lease ~3,400 acres in Reeves County, Texas for the Alpha Digital Campus, a giga-scale data center campus with up to 2 GW of initial co-located power generation.

PowerBridge has filed a Generation Interconnection Request and ordered long-lead equipment. First power delivery is anticipated in 2027, with large-scale generation following in 2028, subject to regulatory processes and commercial discussions.

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WaterBridge (NYSE:LB) reported fourth quarter 2025 produced water handling volumes of 2.6 million barrels per day and revenue of $208.9 million, quarterly increases of 1% and 2% respectively. Full year 2025 pro forma revenue was $790.0 million (+19% YoY) with combined volumes of 2.4 million BPD (+15% YoY). Adjusted EBITDA for full year 2025 was $402.8 million with a pro forma Adjusted EBITDA margin of 51%. Company announced Phase II open season for the Speedway pipeline, inaugural $0.05 quarterly dividend, 2026 Adjusted EBITDA guidance of $420–$460 million, and FY2026 capex of $430–$490 million.

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LandBridge (NYSE: LB) will webcast its Investor Day on March 19, 2026 at 1:00 pm ET. The listen-only webcast and related presentation materials will be available via the Events and Presentations section of the company website.

Presentations include CEO Jason Long, CFO Scott McNeely, Chairman David Capobianco, and a fireside chat on digital infrastructure and West Texas growth with industry experts including PowerBridge CEO Alex Hernandez.

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LandBridge (NYSE: LB) reported strong Q4 and full‑year 2025 results with Q4 revenue $56.8M (+56% YoY, +12% QoQ) and 2025 revenue $199.1M (+81% YoY). Adjusted EBITDA was $177.2M for 2025 (+83% YoY) and company issued 2026 guidance of $205M–$225M.

Board raised the quarterly dividend 20% to $0.12 per share, authorized a $50M repurchase, closed a $500M senior notes offering and a new $275M revolver, and booked Free Cash Flow of $122.0M in 2025.

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WaterBridge (NYSE: WBI) launched an open season on Feb 23, 2026 for the Speedway Phase II Pipeline, accepting commitments through Apr 20, 2026.

The project would add up to 500,000 barrels per day (bpd) of incremental produced-water throughput in Eddy and Lea counties, New Mexico, to out‑of‑basin pore space owned by affiliate LandBridge (NYSE: LB).

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LandBridge (NYSE: LB) will hold an Investor Day on March 19, 2026 at 1:00 pm ET in New York City. The event will feature presentations by Chief Executive Officer Jason Long and other members of the leadership team. Investors interested in attending in person may contact ir@landbridgeco.com for registration details.

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LandBridge (NYSE: LB) will release fourth quarter and fiscal year 2025 results after market close on Wednesday, February 25, 2026. The company will host a webcast and conference call to discuss results on Thursday, February 26, 2026 at 10:00 a.m. CT / 11:00 a.m. ET. Investors should visit the LandBridge Investor Relations Events and Presentations page at least 10–15 minutes early to register and install any required audio software. The live webcast will be archived on the investor site. To join the conference call, participants must pre-register online to receive unique dial-in information; pre-registration is available up to the call start time.

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LandBridge (NYSE: LB) entered development agreements with subsidiaries of Samsung C&T Renewables that provide options to lease acreage for two potential Battery Energy Storage System projects in Pecos and Loving counties, Texas, with an aggregate capacity of 350 MW. The agreements give Samsung C&T exclusive rights at each site to deploy and develop BESS facilities intended to support grid stability and renewable integration. The projects could reach commercial operation as soon as year-end 2028 and mark the first BESS projects on LandBridge’s acreage, highlighting the company’s move to leverage land assets for renewable energy development.

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LandBridge (NYSE: LB) announced that its subsidiary DBR Land Holdings priced a $500,000,000 offering of 6.250% senior notes due 2030 at par on November 19, 2025, with closing expected on November 25, 2025 subject to customary conditions.

LandBridge intends to use net proceeds and borrowings under a new credit facility to repay and terminate its existing credit facility. The Notes are being offered to qualified institutional buyers under Rule 144A and to non-U.S. investors under Regulation S and are unregistered under the Securities Act.

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LandBridge (NYSE: LB) announced on November 19, 2025 that its subsidiary DBR Land Holdings intends to offer $500,000,000 in aggregate principal amount of senior notes in a private placement to eligible purchasers, subject to market conditions.

The company said it plans to use net proceeds from the Notes, together with borrowings under a new credit facility, to repay all outstanding borrowings and terminate its existing credit facility. The Notes are not registered under the Securities Act and will be offered only to qualified institutional buyers under Rule 144A and to investors outside the United States under Regulation S.

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FAQ

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

The current stock price of Landbridge Company (LB) is $69.23 as of April 2, 2026.

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

The market cap of Landbridge Company (LB) is approximately 1.8B.

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1.84B
27.23M
Oil & Gas Equipment & Services
Oil Royalty Traders
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United States
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