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 (LB) filed an SEC Form 8-K — Regulation FD Disclosure. Exhibit 99.1 LandBridge Announces Pricing of Upsized $125,000,000 Offering of Additional 6.250% Senior Notes due 2030 September 22, 2026 HOUSTON—(BUSINESS WIRE)—LandBridge Company LLC (NYSE: LB; NYSE Texas: LB) (“LandBridge”) announced today that DBR Land Holdings LLC (the “Issue
LandBridge Co LLC (LB) filed an SEC Form 8-K — Regulation FD Disclosure. Exhibit 99.1 LandBridge Announces Launch of $100,000,000 Offering of Additional 6.250% Senior Notes due 2030 September 22, 2026 HOUSTON—(BUSINESS WIRE)—LandBridge Company LLC (NYSE: LB; NYSE Texas: LB) (“LandBridge”) announced today that DBR Land Holdings LLC (the “Issuer”), a su
LandBridge Co LLC (LB) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On September 18, 2026, Jason Williams, Executive Vice President and Chief Administrative Officer of LandBridge Company LLC
Recent LB coverage spans corporate actions, earnings and insider activity.
The new notes add $125M of senior debt, likely increasing leverage and putting downward pressure on equity while offering investors a fixed‑income opportunity.
Debt raise improves liquidity but may increase leverage; price may react to financing terms.
Near-term impact is likely limited, but the succession timeline can affect governance expectations and accounting leadership continuity.
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.
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 (LB) filed an SEC Form 8-K — Regulation FD Disclosure. Exhibit 99.1 LandBridge Announces Pricing of Upsized $125,000,000 Offering of Additional 6.250% Senior Notes due 2030 September 22, 2026 HOUSTON—(BUSINESS WIRE)—LandBridge Company LLC (NYSE: LB; NYSE Texas: LB) (“LandBridge”) announced today that DBR Land Holdings LLC (the “Issue
2 min readLandBridge Co LLC (LB) filed an SEC Form 8-K — Regulation FD Disclosure. Exhibit 99.1 LandBridge Announces Launch of $100,000,000 Offering of Additional 6.250% Senior Notes due 2030 September 22, 2026 HOUSTON—(BUSINESS WIRE)—LandBridge Company LLC (NYSE: LB; NYSE Texas: LB) (“LandBridge”) announced today that DBR Land Holdings LLC (the “Issuer”), a su
2 min readLandBridge Co LLC (LB) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On September 18, 2026, Jason Williams, Executive Vice President and Chief Administrative Officer of LandBridge Company LLC
4 min readLandBridge 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
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