Texas Pacific Land Trust (TPL) Buy, Sell or…

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Texas Pacific Land Trust (TPL)

378.91

+9.36 (2.53%)

as of Jun 12, 2026, 8:00:00 pm Market Open.

24 watching

Investor Insights

Jun 11, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

Texas Pacific Land Trust (TPL-N) has shown remarkable performance, with a significant 65% increase in Q1, making it one of the top performers on the S&P. The company benefits from the current high oil prices, a trend attributed to geopolitical tensions, particularly in the Mideast. However, recent market reactions indicate a drop in share prices due to speculation that the conflict may come to an end, leading to a potential decrease in oil prices. Additionally, while TPL-N is diversifying with a data center business, its core reliance on the oil and gas sector raises concerns among some investors, especially in light of changing market dynamics. Ultimately, its performance hinges largely on fluctuations in oil prices, suggesting a volatile outlook if global conditions shift significantly.

Consensus

Mixed

Valuation

Fair Value

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COMMENT

Up 65% in Q1 and one of the best performers on the S&P. Is benefitting from high oil prices brought on by the Mideast war though down sharply today on hopes that the war will end.

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RISKY

They have a data centre business, but still trade in oil and gas, not his favourite sector now. The only thing to move this higher is higher oil prices.

DON'T BUY

Likes it, but shares have run up too far.

PARTIAL SELL

He trimmed this, after buying it last month when it was up 100% this year. He made 40% in a couple weeks. It could go higher. It's a royalty play on mineral rights, natural gas, oil and water.

BUY

He bought TPL because they own land, mostly in the Permian Basin, Texas. Is a royalty play on oil and natural gas and water. But shares are up 100% this year, so it's risky. Could benefit by fueling data centres. They print money.

BUY ON WEAKNESS

He was stopped out in March 2020. Second-largest landholder in Texas. A royalty play for water, fracking, oil, solar panels, etc. The only oil/gas company he'd be interested in. High ROIC, asset light. Concerns about their governance. Massive moat. He'd be interested below $1K. Future is quite bright.

PAST TOP PICK

(A Top Pick Jan 20/20, Up 7%) A streamer play where they rent land to oil/gas explorers and don't extract it themselves. They're at the mercy of oil prices. He got stopped out of this, though if he were to re-enter oil, this would be one of the two (along with Parex).

PAST TOP PICK

(A Top Pick Jan 20/20, Down 5%) Second largest holder of land in Texas. They license land to oil exploration and production. He got stopped out. A strong company. Low overhead and capex, no debt. Some corporate governance issues. A sneaky and cheeky way to get oil exposure. Yield is 1.4%.

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BUY ON WEAKNESS

It was a past top pick in January. He got stopped out of this. He still likes it. They are converting from a trust into a corporation, which should attract more investors. They lease out their land for shale exploration and lease water rights. Are also doing solar installations. Have very low operating expenses. They can weather this pandemic, but there could be further weakness in oil. You can nibble away at this at around 14x earnings. Nice dividend. He's buying back in on a dip in the $400s.

TOP PICK

They are the largest holder of land in the state of Texas. They got their land before oil was discovered. They get royalties for oil taken off their land as well as grazing rights. They just put in a new solar installation and they sell water from their land to fracking companies and then charge them to clean it after they have used it. They are converting from a trust to a corp. It is not a call on where oil goes although there is some exposure. (Analysts’ price target is $937.00)

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Texas Pacific Land Trust (TPL) Frequently Asked Questions

What is Texas Pacific Land Trust stock symbol?

Texas Pacific Land Trust is a American stock, trading under the symbol TPL (previously TPL-N on Stockchase) on the New York Stock Exchange (TPL). It is usually referred to as NYSE:TPL or TPL

Is Texas Pacific Land Trust a buy or a sell?

In the last year, 1 stock analyst issued a Buy, Sell, or Hold rating on TPL (previously TPL-N on Stockchase). 1 analyst recommended to BUY and 0 analysts recommended to SELL the stock. The latest stock analyst rating is TOP PICK. Read the latest stock experts' ratings for Texas Pacific Land Trust.

Is Texas Pacific Land Trust a good investment or a top pick?

Texas Pacific Land Trust was recommended as a Top Pick by Jason Del Vicario on 2020-01-20. Read the latest stock experts ratings for Texas Pacific Land Trust.

Why is Texas Pacific Land Trust stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for Texas Pacific Land Trust.

Is Texas Pacific Land Trust worth watching?

Texas Pacific Land Trust is followed by 24 investors on Stockchase and is a trending stock that is worth watching.

What is Texas Pacific Land Trust stock price?

On 2026-06-12, Texas Pacific Land Trust (TPL) stock closed at a price of $378.91.

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Texas Pacific Land Trust (TPL)