Rathbones Group PLC Increases Stock Position in Texas Pacific Land Corporation $TPL

Rathbones Group PLC boosted its stake in Texas Pacific Land Corporation (NYSE:TPL) by 203.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,545 shares of the financial services provider’s stock after purchasing an additional 3,045 shares during the quarter. Rathbones Group PLC’s holdings in Texas Pacific Land were worth $1,305,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently added to or reduced their stakes in the company. Quarry LP bought a new stake in Texas Pacific Land during the third quarter worth about $29,000. CX Institutional bought a new stake in Texas Pacific Land during the third quarter worth about $30,000. Silicon Valley Capital Partners bought a new stake in Texas Pacific Land during the third quarter worth about $33,000. Triumph Capital Management bought a new stake in Texas Pacific Land during the third quarter worth about $36,000. Finally, Versant Capital Management Inc lifted its stake in Texas Pacific Land by 75.0% during the third quarter. Versant Capital Management Inc now owns 42 shares of the financial services provider’s stock worth $39,000 after purchasing an additional 18 shares during the last quarter. Institutional investors own 59.94% of the company’s stock.

Insider Activity

In other news, CAO Stephanie Buffington sold 1,608 shares of Texas Pacific Land stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $503.00, for a total value of $808,824.00. Following the transaction, the chief accounting officer owned 2,133 shares in the company, valued at approximately $1,072,899. The trade was a 42.98% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Donna E. Epps acquired 895 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The stock was bought at an average price of $510.45 per share, for a total transaction of $456,852.75. Following the acquisition, the director owned 2,921 shares of the company’s stock, valued at approximately $1,491,024.45. This trade represents a 44.18% increase in their position. The disclosure for this purchase is available in the SEC filing. 6.90% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on the company. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Texas Pacific Land in a research note on Friday, March 27th. KeyCorp lifted their price target on Texas Pacific Land from $350.00 to $639.00 and gave the stock an “overweight” rating in a research note on Monday, February 23rd. Finally, Wall Street Zen raised Texas Pacific Land from a “sell” rating to a “hold” rating in a research note on Sunday, March 15th. One investment analyst has rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $639.00.

Texas Pacific Land Trading Down 0.2%

TPL opened at $447.81 on Wednesday. The company has a market cap of $30.87 billion, a P/E ratio of 64.19 and a beta of 0.76. The business’s 50-day moving average price is $468.19 and its 200-day moving average price is $364.77. Texas Pacific Land Corporation has a 12 month low of $269.23 and a 12 month high of $547.20.

Texas Pacific Land (NYSE:TPL) last released its quarterly earnings data on Wednesday, February 18th. The financial services provider reported $1.79 EPS for the quarter, topping the consensus estimate of $1.73 by $0.06. The firm had revenue of $211.60 million for the quarter, compared to the consensus estimate of $204.00 million. Texas Pacific Land had a return on equity of 36.18% and a net margin of 60.31%.

Texas Pacific Land Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Monday, March 2nd were issued a $0.60 dividend. This is an increase from Texas Pacific Land’s previous quarterly dividend of $0.53. This represents a $2.40 annualized dividend and a dividend yield of 0.5%. The ex-dividend date was Monday, March 2nd. Texas Pacific Land’s dividend payout ratio (DPR) is presently 34.38%.

Texas Pacific Land News Summary

Here are the key news stories impacting Texas Pacific Land this week:

• Positive Sentiment: KeyCorp sharply raised EPS estimates across multiple quarters and bumped FY2026 and FY2027 forecasts (FY2026 to $9.27 from $7.83; FY2027 to $10.24) and lifted Q1–Q4 individual quarter forecasts — signaling stronger earnings outlook and keeping an Overweight rating with a $639 price target. This is a significant fundamental upside driver for TPL.
• Neutral Sentiment: Jim Cramer highlighted TPL as one of the S&P 500’s top Q1 performers but also noted recent short-term weakness, a mention that raises visibility but is ambiguous for immediate price direction. Read More.
• Negative Sentiment: A Seeking Alpha piece raised questions about the company (“Something Doesn’t Add Up”), highlighting risks or potential concerns that can amplify investor caution and trigger short-term selling pressure. Read More.

About Texas Pacific Land

Texas Pacific Land Corporation (NYSE: TPL) is a Texas-based land management company that derives revenue from the ownership and stewardship of large tracts of land and associated mineral rights in West Texas. The company’s origins trace to 19th century land grants associated with the Texas and Pacific Railway; over time those grant holdings have been retained and managed as a standalone corporate asset base. Texas Pacific Land is publicly listed and operates as a landowner and resource manager rather than as a traditional oil and gas producer.

The company’s primary activities include management of surface rights and leasing of land for energy and other commercial uses, administration of mineral royalty interests, and provision of water and related services to industrial customers.