LandBridge Company LLC

LandBridge Company LLC

Energy

NYSE:LB · New York Stock Exchange

Market Cap $5.32B Beta 0.09 P/E (TTM) 46.6
$69.10 +2.47%

+$1.67 today

52W Low $43.75High $85.60

Vol 0.18M · Avg 0.37M

EPS (TTM)$1.48
Div Yield0.64%
Oil & Gas Equipment & Services

Management

Put operating results in leadership context

Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.

Return Metrics

ROE, ROIC & ROA over time

Management

ROE

8.9%

avg 12.2%

ROIC

7.8%

avg 7.4%

ROA

2.2%

avg 5.6%

Analysis

ROE is currently the strongest return metric at 8.9% versus its period average of 12.2%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.

Management

Key executives, compensation & ownership

Management
NameTitleCompensationTenureAgeShares OwnedOwnership %

Jason Long

President, Chief Executive Officer & Director$1.00M43$223,546.000.29%

Scott McNeely

Executive Vice President & Chief Financial Officer$850,000.0041$81,276.000.11%

Harrison F. Bolling

Executive Vice President & General Counsel$800,000.0043$66,874.000.09%

Jason Williams

Executive Vice President & Chief Administrative Officer$800,000.0046$223,546.000.29%

Mae Herrington

Director of Investor Relations

Insider Trading

SEC Form 4 transactions — last 12 months

Management

Buys

3

$164,630.38

Sells

6

$528.97M

Net Sentiment

$528.81M

Net selling

Most Active

WATSON CHARLES L.

3 transactions

DateInsiderTypeSharesPriceValue
Mar 6, 2026

WATSON CHARLES L.

Indirect

Sell13.0K$75.00$975,055.90
Mar 4, 2026

WATSON CHARLES L.

Indirect

Sell9.7K$75.19$727,071.83
Mar 2, 2026

WATSON CHARLES L.

Indirect

Sell30.7K$74.07$2,272,347.95
Jan 6, 2026

McNeely Scott Lloyd

Direct

Buy549$45.49$24,974.01
Jan 5, 2026

Bolling Harrison Fenner

Direct

Buy850$46.84$39,814.00
Jan 5, 2026

Long Jason Thomas

Direct

Buy2.1K$46.59$99,842.37
Nov 18, 2025

LandBridge Holdings LLC

Direct

Sell2.50M$70.00$175,000,000.00
Nov 18, 2025

Capobianco David N

Indirect

Sell2.50M$70.00$175,000,000.00
Nov 18, 2025

Five Point Energy Fund II AIV-VII LP

Indirect

Sell2.50M$70.00$175,000,000.00

Analysis

Insiders reported 3 buys worth $164,630.38 and 6 sells worth $528.97M over the last 12 months. That adds up to net selling of $528.81M. WATSON CHARLES L. was the most active insider with 3 transactions.

Growth Analysis

Historical CAGR & forward analyst estimates

Metric 10yr5yr3yr Fwd Est.
EPSN/AN/AN/A
+48.6% (4yr)1 analysts
RevenueN/AN/A+56.7%
+16.5% (4yr)1 analysts
Net IncomeN/AN/AN/A
+48.5% (4yr)1 analysts
EBITN/AN/AN/A
+0.8% (4yr)1 analysts

Analysis

Recent growth has been strongest in Revenue at +56.7% over three years. Forward estimates point to EPS at +48.6% (4yr), giving you a quick check on whether expectations are accelerating or cooling.

Who manages LB?

LandBridge Company LLC (LB) lists 5 active executives. The top listed executive is Harrison F. Bolling, Executive Vice President & General Counsel.

Are LB insiders buying or selling?

Recent insider activity shows net selling of $1.12B.

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