TPL
Texas Pacific Land Corporation
$384.16
장중 · Vol 16.2K · 52주 $269.23–$547.20 · 기준 2026. 8. 21. PM 3:59 ET
일봉 $370.85 · Aug 31, 2026
TPL 가격 추세
종가
$370.85
시가
$370.00
고가
$376.00
저가
$369.53
30초 브리핑
TPL 오늘의 판단 요약
보유 데이터를 비교 가능한 문장으로 해석한 요약입니다.
52주 범위의 41%
52주 범위 중간 구간으로 가격 위치만으로 방향성은 제한적입니다.
Forward P/E 5.1배
선행 P/E가 낮아 시장은 이익 증가를 반영하고 있습니다.
20일 평균의 0.9배
거래량은 최근 평균 범위입니다.
2026-11-04
실적 전후 변동성 확대 가능성이 있으므로 컨센서스 범위와 옵션 기대변동을 함께 보세요.
펀더멘털 기준 Sep 1, 2026 · 규칙 기반 요약이며 투자 조언이 아닙니다.
핵심 통계
TPL 일봉·펀더멘털 스냅샷 기준 주요 지표
펀더멘털 스냅샷 Sep 1, 2026
Texas Pacific Land Corporation engages in the land and resource management, and water services and operations businesses. The Land and Resource Management segment manages surface acres of land, and oil and gas royalty interest in Permian Basin. This segment also engages in easements, such as transporting oil, gas and related hydrocarbons, power line and utility, and subsurface wellbore easements. In addition, this segment leases its land for processing, storage, and compression facilities and roads; and is involved in sale of materials, such as caliche, sand, and other material, as well as sells land. The Water Services and Operations segment provides full-service water offerings, including water sourcing, produced-water treatment, infrastructure development, and disposal solutions to operators in the Permian Basin. This segment also holds produced water royalties. The company owns 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 33,000 additional net royalty acres, total of approximately 224,000 NRA located in the Permian Basin. The company was founded in 1888 and is headquartered in Dallas, Texas.
2699 Howell Street · Dallas, TX, United States · 직원 114명
시가총액
$25.82B
Trailing P/E
46.5
최근 12개월 이익 기준
Forward P/E
5.1
이익 증가 기대 반영
EPS (TTM)
$8.05
배당 수익률
0.66%
배당성향
28.9%
베타
0.63
시장보다 방어적
ROE
36.6%
P/B
16.59
EV/EBITDA
33.6
52주 범위
$269.23 – $547.20
현재 위치 41%
거래량
270.8K
20일 평균 310.9K · 0.9배
애널리스트 의견
매수 50%
총 2명 · 0m
DITM LEAPS Analysis
TPL 장기 DITM 콜옵션을 진입 적합도 순으로 비교
해당 종목의 옵션 데이터가 없습니다.
재무제표
TPL 연간 손익·현금흐름·재무상태
매출 성장률
+13.1%
최근 연간 YoY
EPS 성장률
+6.0%
최근 연간 YoY
영업이익률
74.2%
최근 연간
FCF 마진
4.0%
잉여현금흐름 / 매출
매출 추세
순이익 추세
잉여현금흐름 추세
| 항목 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| 매출 | $798.19M+13.1% | $705.82M+11.8% | $631.60M-5.4% | $667.42M |
| 매출총이익 | $682.13M+7.5% | $634.54M+8.8% | $583.27M-8.1% | $634.58M |
| 영업이익 | $592.16M+9.8% | $539.14M+10.9% | $486.05M-13.6% | $562.31M |
| 순이익 | $481.38M+6.0% | $453.96M+11.9% | $405.64M-9.1% | $446.36M |
| 희석 EPS | $6.97+6.0% | $6.57+12.1% | $5.86-8.7% | $6.42 |
| EBITDA | $673.55M+19.4% | $564.30M+12.7% | $500.81M-13.3% | $577.68M |
| 영업현금흐름 | $545.91M+11.3% | $490.67M+17.3% | $418.29M-6.5% | $447.15M |
| 잉여현금흐름 | $32.13M-50.9% | $65.40M-82.7% | $378.29M-11.3% | $426.27M |
| 총자산 | $1.62B+30.1% | $1.25B+7.9% | $1.16B+31.8% | $877.43M |
| 총부채 | $16.18M+3470.6% | $453.00K-61.3% | $1.17M-40.2% | $1.96M |
최신 연도 우선 · 작은 퍼센트는 직전 연도 대비 변화입니다.
캘린더
TPL 실적·배당 일정
매출 하단
$251.00M
매출 상단
$251.00M
배당 지급일
2026-09-15
D-14
실적 발표일
2026-11-04
D-64
매출 컨센서스
$251.00M
배당락일
2026-09-01
오늘
최근 배당
| 배당락일 | 주당 배당 |
|---|---|
| Jun 1, 2026 | $0.6000 |
| Mar 2, 2026 | $0.6000 |
| Dec 1, 2025 | $0.5333 |
| Sep 2, 2025 | $0.5333 |
| Jun 2, 2025 | $0.5333 |
| Mar 3, 2025 | $0.5333 |
| Dec 2, 2024 | $0.5333 |
| Sep 3, 2024 | $0.3900 |
뉴스
TPL 관련 최신 기사
일반Do Wall Street Analysts Like Texas Pacific Land Stock?
Texas Pacific Land has outperformed the broader market over the past year, and analysts are moderately optimistic about the stock’s prospects.
Barchart · Aug 17, 2026
- 제품·기술
Peabody Energy, Borr Drilling, Texas Pacific Land, Halliburton, and Transocean Stocks Trade Up, What You Need To Know
A number of stocks jumped in the morning session after the price of crude oil climbed due to escalating geopolitical tensions in the Middle East and persistent supply concerns. West Texas Intermediate (WTI) crude, the U.S. benchmark, rose to over $81 per barrel, while Brent crude, the international standard, neared $90. The gains follow reports of stalled ceasefire talks and a U.S. threat to maintain an indefinite naval blockade on Iran. These developments heighten fears of a wider conflict that
StockStory · Aug 17, 2026
제품·기술Texas Data Center Moratorium: Key Meeting Next Week; Watch These S&P 500 Stocks
Texas Gov. Greg Abbott went from being one of the biggest boosters of data centers to becoming the second governor to impose a data center moratorium, on Aug. 3. Last November, Abbott announced a $40 billion investment by Google parent Alphabet that would make Texas the "epicenter of AI development." Recent polls show a close race for governor against state Democratic Rep. Gina Hinojosa, who has seized on public opposition to data centers.
Investor's Business Daily · Aug 14, 2026
- 실적
5 Must-Read Analyst Questions From Texas Pacific Land’s Q2 Earnings Call
Texas Pacific Land’s second quarter was marked by strong year-over-year growth but was met with a negative market reaction, reflecting concerns over the company’s revenue miss relative to analyst expectations. Management attributed quarterly performance to record royalty production in oil and gas, supported by higher realized commodity prices and increasing demand for produced water royalty volumes. CEO Tyler Glover emphasized that “our unhedged royalty position allowed us to benefit fully from
StockStory · Aug 14, 2026
실적Texas Pacific Land (TPL) Q2 2026 Earnings Call Transcript
Record revenue of $246.1 million driven by oil and gas royalties and water operations.
Motley Fool · Aug 12, 2026
- M&A
Can Viper's Riverbend Deal Extend Production Growth Through 2026?
VNOM's Riverbend acquisition expands its Permian royalty footprint and lifts 2026 production guidance, while development activity stays elevated.
Zacks · Aug 11, 2026
- 제품·기술
Permian Basin Landowners Pivot to Data Centers Amid AI Boom
Permian landowners target the data center boom as AI backlash pushes hyperscalers toward Texas’ abundant land, water, and energy.
CRE Daily · Aug 11, 2026
- 제품·기술
Is Texas Pacific Land (TPL) Overvalued, Or Is Its Price Justified?
Texas Pacific Land stock has delivered a strong 124.7% total return over the past five years, yet the current checks suggest the shares now lean expensive rather than like a clear bargain. After that run, the question for investors is whether the present valuation still leaves enough room for comfort. Texas Pacific Land's 124.7% return over five years underlines how much value the market has already priced into the story. Future cash flow growth from its land and royalty assets can support...
Simply Wall St. · Aug 10, 2026
- 실적
Is Texas Pacific Land (TPL) Expensive On Earnings Or Are Data Center Plans Priced In?
Texas Pacific Land earnings put data center and water ambitions in focus Texas Pacific Land (TPL) just reported second quarter 2026 earnings that highlighted record revenue from royalties and water, along with a clearer push into data center and power related projects. See our latest analysis for Texas Pacific Land. Despite the strong second quarter update, Texas Pacific Land’s share price has retreated recently, with the stock down 16.1% over the past week and 14.4% over the past month. The...
Simply Wall St. · Aug 10, 2026
- 제품·기술
Data-Center Backlash Leads to a New Land Rush in the Texas Oil Patch
Big landowners in the Permian Basin are aiming to capitalize on Nimby rebellion against AI projects around the U.S.
The Wall Street Journal · Aug 10, 2026
홀더
TPL 내부자·기관 보유 현황
최신 보고 목록 기준이며 실제 거래 시점과 보고일 사이에는 시차가 있습니다.
기관 보유
75.1%
기관 보유 (유동주식)
75.2%
내부자 보유
0.2%
기관 수
1,172
주요 기관 홀더
| 홀더 | 주식 수 | 평가액 | 지분 | 변동 | 보고일 |
|---|---|---|---|---|---|
| Horizon Kinetics Asset Management LLC | 9.80M | $3.67B | 14.2% | -2.1% | Jun 30, 2026 |
| Blackrock Inc. | 5.30M | $1.98B | 7.7% | -11.0% | Jun 30, 2026 |
| State Street Corporation | 3.96M | $1.48B | 5.8% | 4.8% | Jun 30, 2026 |
| Vanguard Capital Management LLC | 3.81M | $1.43B | 5.5% | 0.7% | Jun 30, 2026 |
| Vanguard Portfolio Management LLC | 3.18M | $1.19B | 4.6% | 1.3% | Jun 30, 2026 |
| Geode Capital Management, LLC | 1.65M | $616.38M | 2.4% | 0.8% | Jun 30, 2026 |
| First Manhattan Co. LLC | 1.06M | $398.58M | 1.5% | 0.2% | Jun 30, 2026 |
| SoftVest Advisors, LLC | 1.06M | $397.59M | 1.5% | 0.0% | Jun 30, 2026 |
| Morgan Stanley | 972.3K | $363.98M | 1.4% | 0.8% | Jun 30, 2026 |
| Invesco Ltd. | 715.7K | $267.93M | 1.0% | 15.0% | Jun 30, 2026 |
면책조항: 증시가격은 모든 주식 시장의 최신 증시가격을 표시하는 것은 아니며, 정보가 지연되거나 잘못될 수 있습니다. 거래 목적이나 조언이 아닌 정보 제공 목적으로만 제공됩니다.
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