LandBridge Co LLC
No enriched coverage for $LB in the last 7 days.
No SEC Form 4 filings for $LB in the last 30 days.
See all $LB insider activity →LandBridge Co LLC stock surged 9.6% to $90.11, hitting a 52-week high of $90.39, after a Barron’s article highlighted its potential gains. The company plans to convert to a Texas corporation, which could boost institutional ownership. LandBridge reported record Q2 2026 revenue of $66.8M, up 41% YoY, and reaffirmed its full-year Adjusted EBITDA guidance of $210M-$230M.
LandBridge (LB) reported Q2 2026 revenue of $66.8M, up 41% year over year, and adjusted EBITDA of $59.8M. Net income was $31.0M. Cash flow from operations was $41.4M and free cash flow $40.2M. The company increased its revolver to $375M, repaid borrowing costs, declared a $0.12 dividend, and agreed to acquire a 560-acre landfill site in New Mexico.
Investing.com roundup of U.S. insider trades. Ameresco director Brian Cox bought 39,700 shares for about $995k. HF Sinclair CEO Franklin Myers bought 15,000 shares for about $1.28m. Citizens CEO Jon Stenberg bought 50,000 shares for about $200k. Airbnb executives Nathan Blecharczyk sold about $92.6m and Brian Chesky sold about $35.0m under Rule 10b5-1 plans.
Recent LB coverage spans earnings, corporate actions and insider activity.
LandBridge Co LLC stock surged 9.6% to $90.11, hitting a 52-week high of $90.39, after a Barron’s article highlighted its potential gains. The company plans to convert to a Texas corporation, which could boost institutional ownership. LandBridge reported record Q2 2026 revenue of $66.8M, up 41% YoY, and reaffirmed its full-year Adjusted EBITDA guidance of $210M-$230M.
The earnings call provides fresh, tradable datapoints: Q2 financials, updated liquidity/credit terms, and a specific acquisition agreement plus index-related redomicile plan.
Large insider-related sales can pressure sentiment, though the article frames it as part of a conversion/redemption process.
The filing is a large, complete insider position exit, which can pressure sentiment even without new fundamentals.
The filing is a large insider open-market sale with no 10b5-1 plan stated, which can pressure sentiment but is not a fundamental update by itself.
alphai scores every news story that mentions LB with an AI model for sentiment and relevance, and aggregates insider trades from LandBridge Co LLC's SEC EDGAR Form 4 filings. Figures refresh continuously.
LandBridge Co LLC stock surged 9.6% to $90.11, hitting a 52-week high of $90.39, after a Barron’s article highlighted its potential gains. The company plans to convert to a Texas corporation, which could boost institutional ownership. LandBridge reported record Q2 2026 revenue of $66.8M, up 41% YoY, and reaffirmed its full-year Adjusted EBITDA guidance of $210M-$230M.
2 min readLandBridge (LB) reported Q2 2026 revenue of $66.8M, up 41% year over year, and adjusted EBITDA of $59.8M. Net income was $31.0M. Cash flow from operations was $41.4M and free cash flow $40.2M. The company increased its revolver to $375M, repaid borrowing costs, declared a $0.12 dividend, and agreed to acquire a 560-acre landfill site in New Mexico.
7 min readInvesting.com roundup of U.S. insider trades. Ameresco director Brian Cox bought 39,700 shares for about $995k. HF Sinclair CEO Franklin Myers bought 15,000 shares for about $1.28m. Citizens CEO Jon Stenberg bought 50,000 shares for about $200k. Airbnb executives Nathan Blecharczyk sold about $92.6m and Brian Chesky sold about $35.0m under Rule 10b5-1 plans.
7 min readLandBridge Holdings LLC sold 1,250,000 shares of LandBridge Co LLC (LB) at $75.05 ($93.81M total) on 2026-08-07.
2 min readCapobianco David N sold 1,250,000 indirectly-held shares of LandBridge Co LLC (LB) at $75.05 ($93.81M total) on 2026-08-07.
2 min readLandBridge (NYSE:LB) reported Q2 results on an earnings call. CFO Scott McNeely said surface-use royalties and revenue rose 41% sequentially, oil and gas royalties rose 20%, and resource sales and royalties rose 1%. Capex was $1.1M. Liquidity was $269.8M, net leverage 2.5x. The revolver increased to $375M, dividend was $0.12/share, and a $50M buyback was authorized.
5 min readLandBridge Co LLC (LB) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 LandBridge Announces Second Quarter 2026 Results Delivers record second quarter revenue of $66.8 million, representing growth of 41% year-over-year and 31% quarter-over-quarter Declares quarterly cash dividend of $0.12 per share HOUSTON—(BUSINESS WIRE)—LandBridge Com
6 min readLandBridge Co LLC (LB) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. 8-K 0001995807 false 0001995807 2026-06-18 2026-06-18 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 18,
2 min readThe Colombo Stock Exchange said ACL Cables PLC, CIC Holdings PLC, and Commercial Bank of Ceylon PLC’s non-voting shares will join the S&P Sri Lanka 20 index after S&P Dow Jones Indices’ mid-year rebalance. The changes take effect June 22, 2026. CSE said Commercial Bank will have dual voting/non-voting representation, while LB Finance PLC and People’s Leasing & Finance PLC were removed.
3 min readGoldman Sachs slightly cut its price target for LandBridge Company (NYSE:LB) from $85 to $84 but kept a “Buy” rating, citing refreshed valuation assumptions. The firm pointed to continued expectations for per-acre revenue growth and the company’s capacity to deploy capital. It also noted LandBridge’s raised 2026 adjusted EBITDA guidance to $210–$230 million and said Q1 weakness reflected timing, not fundamentals.
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