Texas Pacific Land Corporation Website

Texas Pacific Land Corporation

NYSE-TPL

Company Overview

Texas Pacific Land Corporation engages in the land and resource management, and water services and operations businesses. The company's Land and Resource Management segment manages approximately 880,000 acres of land. This segment also holds own a 1/128th nonparticipating perpetual oil and gas royalty interest (NPRI) under approximately 85,000 acres of land; a 1/16th NPRI under approximately 371,000 acres of land; and approximately 4,000 additional net royalty acres located in the western part of Texas. In addition, this segment engages in easements and commercial leases activities, such as oil, gas and related hydrocarbons, power line and utility easements, and subsurface wellbore easements. Further, this segment leases its land for processing, storage, and compression facilities and roads; and is involved in sale of materials, such as caliche. Its Water Services and Operations segment provides full-service water offerings, including water sourcing, produced-water gathering/treatment, infrastructure development, disposal solutions, water tracking, analytics, and well testing services to operators in the Permian Basin. This segment also holds royalties for water sourced from its land. Texas Pacific Land Corporation was founded in 1888 and is headquartered in Dallas, Texas.

  • Name

    Texas Pacific Land Corporation

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  • Website

    www.texaspacific.com

  • Sector

    Oil, Gas and Consumable Fuels

  • Year Founded

    1888

Company Statistics

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What's happening

Nov 18, 2025 - Dec 18, 2025

Texas Pacific Land Corp Faces Significant Stock Decline Amid Earnings Disappointment

  • TPL's third-quarter earnings fell short of expectations, contributing to negative investor sentiment.
  • Despite a three-for-one stock split announcement, the bearish trend persisted.
  • Institutional ownership remains strong at nearly 60%, indicating confidence among large investors.

Over the past month, Texas Pacific Land Corporation (TPL) experienced a significant decline in its stock performance, with an overall movement of -14.3%. This downturn contrasts sharply with the S&P 500's gain of 2.0%, resulting in an underperformance of -16.3% relative to the broader market index during this period. The decline was largely driven by disappointing earnings results and ongoing concerns about dynamics within the energy sector.

On December 11, TPL reported its third-quarter earnings for 2025, which did not meet analysts' expectations; it posted an earnings per share (EPS) of $5.27 against forecasts of $5.69 and revenue totaling $203 million compared to anticipated figures of $210 million. This disappointing financial performance significantly impacted investor sentiment and led to a price drop on that day. Although TPL announced a three-for-one stock split effective December 22—potentially viewed as positive news—it failed to reverse the prevailing bearish trend.

Earlier discussions around TPL highlighted potential growth opportunities related to data centers in West Texas; however, these prospects were overshadowed by broader market sentiments regarding energy prices and operational challenges within the sector itself. Commentary on social media suggested limited immediate growth from AI hyper scaler buildouts when compared to cloud infrastructure developments affecting investor outlook negatively.

Despite these challenges impacting its stock price throughout the month—including notable drops such as -4% on November 25—Texas Pacific Land Corp managed to outperform its peers in terms of sector performance by achieving a remarkable outperformance against the Energy (XLE) sector by 36.1%.

NYSE:TPL