— Know what they know.
Not Investment Advice

LB NYSE

LandBridge Company LLC
1W: -0.3% 1M: -1.7% 3M: +5.9% YTD: +63.7% 1Y: +33.5%
$79.25
-0.33 (-0.41%)
 
Weekly Expected Move ±5.0%
$71 $75 $79 $83 $87
NYSE · Energy · Oil & Gas Exploration & Production · Tech Score Sell · Power 44 · $6.1B mcap · 76M float · 0.396% daily turnover · Short 45% of daily vol
Credit Risk of going bust: lower than 51% of companies Debt: 8.0% of company value Bonds: $50.8M held by 131 funds, 161 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.85 (down 99%), LandBridge Company LLC would be worth roughly what it owes.
Total debt $535.7M against a stock market value of $6.13B.
Distance to default 5.23 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $268.0M (short-term plus half of long-term), stock volatility 60.6%; Altman Z'' 1.72. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Smart Money Score
Moderate 50
Insider—
Congress—
ETF Holdings—
Key Statistics
Market Cap$6.1B
52W Range43.75-91.69
Volume231,498
Avg Volume300,949
Beta0.07
Dividend$0.46
Analyst Ratings
28 Buy 23 Hold 1 Sell
Consensus Buy
Company Info
CEOJason Long
Employees4
SectorEnergy
IndustryOil & Gas Exploration & Production
IPO Date2024-06-28
5555 San Felipe Street
Houston, TX 77056
US
713-230-8864
About LandBridge Company LLC

LandBridge Company LLC focuses on overseeing land and natural assets to bolster and optimize oil and natural gas production across the United States. The company possesses substantial surface acreage, specifically within and adjacent to the Delaware Basin, spanning both Texas and New Mexico. Furthermore, LandBridge holds a collection of oil and gas royalty interests. It also generates income by selling brackish water and various other surface-related materials. Established in 2021, its corporate headquarters are situated in Houston, Texas, functioning as a subsidiary of LandBridge Holdings LLC.

Recent Insider Trades

NameTypeSharesPriceDate
Capobianco David N J-Other 1,250,000 — 2026-08-07
Capobianco David N C-Conversion 1,250,000 — 2026-08-07
Capobianco David N S-Sale 1,250,000 $75.05 2026-08-07
Capobianco David N C-Conversion 1,250,000 — 2026-08-07
LandBridge Holdings J-Other 1,250,000 — 2026-08-07

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms