TPLEnergy · Oil & Gas E&PThe 2 Wall Street analysts covering Texas Pacific Land Corp. hold a median 12-month price target of $443 — +33.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 73 of 100 as at 31 Oct 2026 — in the upper half. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Texas Pacific Land Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (89): The share price has been relatively steady.
Accruals (13): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (9): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on TPL, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +33.5% from it.
Of the 20 most recent actions, 2 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 23 Feb 2026 | Keybanc | Maintains | Overweight | $350 → $639 |
| 2 Dec 2025 | Keybanc | Initiates | Overweight | — |
| 12 Aug 2024 | BWS Financial | Maintains | Buy | — |
| 10 May 2024 | BWS Financial | Maintains | Buy | — |
| 2 Apr 2024 | BWS Financial | Maintains | Buy | — |
| 23 Jan 2024 | Stifel | Maintains | Hold | — |
| 30 Nov 2023 | Stifel | Maintains | Hold | — |
| 24 July 2023 | Stifel | Maintains | Hold | $1,378 → $1,371 |
| 22 May 2023 | Stifel | Maintains | Hold | — |
| 27 Apr 2023 | Stifel | Maintains | Hold | — |
| 12 Apr 2023 | Stifel | Maintains | Hold | — |
| 29 Sept 2021 | Credit Suisse | Initiates | Underperform | — |
| 10 May 2021 | BWS Financial | Maintains | Buy | — |
| 1 Apr 2021 | Stifel | Downgrade | Hold | — |
| 1 Mar 2021 | BWS Financial | Maintains | Buy | — |
| 12 Jan 2021 | BWS Financial | Initiates | Buy | — |
| 6 Aug 2020 | Stifel | Maintains | Buy | $751 → $679 |
| 31 Jan 2020 | Stifel | Maintains | Buy | $937 → $947 |
| 31 Jan 2020 | Stifel Nicolaus | Maintains | Buy | — |
| 9 Jan 2020 | Stifel | Initiates | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
TPL appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 30 Oct 2026, Texas Pacific Land Corp. returned +8.3% against +12.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 17% of US stocks
Cheaper than 7% of US stocks
Cheaper than 6% of US stocks
Cheaper than 8% of US stocks
Higher than 78% of US stocks
Higher than 67% of US stocks
Higher than 96% of US stocks
Higher than 99% of US stocks
Higher than 97% of US stocks
Higher than 90% of US stocks
Higher than 99% of US stocks
Higher than 68% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Texas Pacific Land Corp. has a market value of $22.9B and an enterprise value of $22.6B.
Revenue in the twelve months to 30 June 2026: $897.5M. The latest quarter grew 31.2% year on year.
Net income over the same four quarters: $541.4M, a 60.3% net margin.
Diluted earnings per share, trailing twelve months: $7.85.
Free cash flow in the twelve months to 30 June 2026: $76.0M.
Texas Pacific Land Corp. spent $8.3M on share buybacks and $156.8M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 42.3×; forward P/E: 4.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.72%, paying out 29% of earnings.
Texas Pacific Land Corp. employs 114 people — $7.9M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Texas Pacific Land Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Texas Pacific Land is set to report Q3 earnings. Record royalty production and rising water-disposal demand may support results, while weaker water sales could offset some gains.
Why it matters — TPL watchers will be looking at how royalty production and water-related trends balance in the Q3 results.
TPL completed a $42.5 million land sale tied to Project Kilby, with long-term payments and exclusive water rights. The company is exploring opportunities beyond oilfields, including a potential data center growth path.
Why it matters — The sale terms and water rights may create new revenue potential as TPL considers uses for its land beyond oilfields.
Texas Pacific Land is highlighted for record royalty output, expanding water operations and robust earnings growth, alongside rising costs and commodity risks.
Why it matters — TPL watchers may weigh its operating growth against the cost and commodity risks noted in the item.
TPL shares are down 15.1% over three months. The article cites record royalty production, rising oil revenues and an expanding water business alongside commodity risks and a premium valuation.
Why it matters — TPL watchers may weigh the company’s reported operating growth against the risks and valuation concerns highlighted in the item.
Seeking Alpha’s November 2026 monthly options series discusses strategies for generating annual income by selling options, emphasizing discipline, risk management, and due diligence. Its PUT list focuses on high-momentum stocks, while its BUY-WRITE CALL list prioritizes dividend safety and quality scores.
Why it matters — The excerpt provides general options-strategy context but does not state whether TPL is included in either list.
The 2 Wall Street analysts covering Texas Pacific Land Corp. have a median 12-month price target of $443, with estimates ranging from $247 to $639. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 2 analysts covering Texas Pacific Land Corp., 1 rate it a Buy, 0 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Texas Pacific Land Corp. 73 out of 100 across roughly 4,600 US stocks as at 31 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 31 Oct 2026, Texas Pacific Land Corp. ranks 73 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (89 of 100).
No one can know that. What the data says: the median 12-month target from 2 analysts implies +33.5% from the last close, and Ticker Nerd's factor model ranks Texas Pacific Land Corp. 73 out of 100 as at 31 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Texas Pacific Land Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for TPL are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $247 to $639 over the next 12 months.
Texas Pacific Land Corp. returned +8.3% over the 12 months to 30 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Texas Pacific Land Corporation is a land and resource management company focused on owning and operating extensive surface acreage and mineral interests in West Texas. Texas Pacific Land Corporation generates income through oil and gas royalty interests, land leases, easements, commercial agreements, and water-related services tied to energy development in the Permian Basin.
The most recent item we track (Zacks Investment Research, 30 Oct 2026): "Texas Pacific Land Set to Report Q3 Earnings: What's in Store?". Texas Pacific Land is set to report Q3 earnings. Record royalty production and rising water-disposal demand may support results, while weaker water sales could offset some gains.
Texas Pacific Land Corporation is a land and resource management company focused on owning and operating extensive surface acreage and mineral interests in West Texas. Texas Pacific Land Corporation generates income through oil and gas royalty interests, land leases, easements, commercial agreements, and water-related services tied to energy development in the Permian Basin. Its operations are centered on managing land use across infrastructure, utility, and industrial activities, while also providing sourced water, produced water handling, and saltwater disposal services. The company serves as a key landholder in one of the most active U.S. energy-producing regions, giving it a distinctive role in the broader oilfield services and royalty markets. Texas Pacific Land Corporation is headquartered in Dallas, Texas.
CEO Mr. Tyler Glover · 114 employees · United States · https://www.texaspacific.com
