LandBridge (NYSE:LB) Shares Acquired Rep. Gilbert Ray Cisneros, Jr.

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of LandBridge Company LLC (NYSE:LB). In a filing disclosed on December 15th, the Representative disclosed that they had bought between $15,001 and $50,000 in LandBridge stock on November 21st. The trade occurred in the Representative’s “150 MAIN STREET TRUST > WELLS FARGO ADVISORS” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Spotify Technology (NYSE:SPOT) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOGL) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of First Watch Restaurant Group (NASDAQ:FWRG) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of TKO Group (NYSE:TKO) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of RBC Bearings (NYSE:RBC) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Stifel Financial (NYSE:SF) on 11/24/2025.
• Purchased $1,001 – $15,000 in shares of Logan Energy (CVE:LGN) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Primoris Services (NASDAQ:PRIM) on 11/24/2025.
• Purchased $50,001 – $100,000 in shares of LandBridge (NYSE:LB) on 11/20/2025.
• Purchased $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 11/20/2025.

LandBridge Stock Up 0.7%

LandBridge stock traded up $0.39 during mid-day trading on Friday, hitting $52.99. 124,671 shares of the company’s stock were exchanged, compared to its average volume of 531,207. LandBridge Company LLC has a 1-year low of $48.55 and a 1-year high of $87.60. The stock has a 50 day moving average of $59.49 and a two-hundred day moving average of $58.96. The stock has a market cap of $4.13 billion, a P/E ratio of 75.65 and a beta of 0.25. The company has a current ratio of 4.15, a quick ratio of 4.15 and a debt-to-equity ratio of 0.52.

LandBridge (NYSE:LB) last issued its quarterly earnings data on Wednesday, November 12th. The company reported $0.26 EPS for the quarter, missing analysts’ consensus estimates of $0.70 by ($0.44). The company had revenue of $50.83 million for the quarter, compared to analyst estimates of $49.13 million. LandBridge had a net margin of 13.72% and a return on equity of 4.63%. As a group, analysts anticipate that LandBridge Company LLC will post 0.99 EPS for the current fiscal year.

LandBridge Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, December 18th. Investors of record on Thursday, December 4th were issued a $0.10 dividend. The ex-dividend date was Thursday, December 4th. This represents a $0.40 dividend on an annualized basis and a yield of 0.8%. LandBridge’s dividend payout ratio is currently 57.14%.

Institutional Trading of LandBridge

Several large investors have recently made changes to their positions in LB. LPL Financial LLC lifted its stake in shares of LandBridge by 69.7% during the first quarter. LPL Financial LLC now owns 17,829 shares of the company’s stock valued at $1,283,000 after acquiring an additional 7,320 shares during the period. US Bancorp DE bought a new position in shares of LandBridge during the first quarter worth $28,000. PNC Financial Services Group Inc. acquired a new position in shares of LandBridge in the 1st quarter valued at $102,000. Vanguard Group Inc. raised its stake in LandBridge by 17.1% during the 1st quarter. Vanguard Group Inc. now owns 697,748 shares of the company’s stock worth $50,196,000 after buying an additional 102,085 shares during the period. Finally, Deutsche Bank AG bought a new position in LandBridge during the first quarter worth about $55,000.

Analysts Set New Price Targets

Several research analysts recently commented on LB shares. Barclays dropped their target price on shares of LandBridge from $66.00 to $57.00 and set an “equal weight” rating on the stock in a report on Tuesday, October 14th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of LandBridge in a report on Tuesday, October 14th. UBS Group reiterated a “neutral” rating and set a $65.00 price target on shares of LandBridge in a report on Monday, November 24th. Zacks Research raised LandBridge from a “strong sell” rating to a “hold” rating in a research report on Monday, November 10th. Finally, Wells Fargo & Company dropped their target price on shares of LandBridge from $91.00 to $90.00 and set an “overweight” rating on the stock in a research report on Wednesday, November 26th. Three investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, LandBridge presently has an average rating of “Hold” and a consensus price target of $73.33.

Insider Buying and Selling at LandBridge

In related news, Director Point Energy Fund Aiv- Five II sold 2,500,000 shares of the stock in a transaction that occurred on Tuesday, November 18th. The stock was sold at an average price of $70.00, for a total transaction of $175,000,000.00. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 70.42% of the stock is owned by company insiders.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

LandBridge Company Profile

LandBridge Company LLC owns and manages land and resources to support and enhance oil and natural gas development in the United States. It owns surface acres in and around the Delaware Basin in Texas and New Mexico. The company holds a portfolio of oil and gas royalties. It also sells brackish water and other surface composite materials. The company was founded in 2021 and is based in Houston, Texas. LandBridge Company LLC operates as a subsidiary of LandBridge Holdings LLC.