Rathbones Group PLC Purchases 3,045 Shares of Texas Pacific Land Corporation $TPL

Rathbones Group PLC raised its position in shares of Texas Pacific Land Corporation (NYSE:TPL) by 203.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 4,545 shares of the financial services provider’s stock after purchasing an additional 3,045 shares during the period. 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.

Other institutional investors and hedge funds have also bought and sold shares of the company. MassMutual Private Wealth & Trust FSB grew its holdings in Texas Pacific Land by 363.2% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 88 shares of the financial services provider’s stock valued at $25,000 after purchasing an additional 69 shares during the period. Quarry LP bought a new position in Texas Pacific Land during the third quarter valued at $29,000. CX Institutional bought a new position in shares of Texas Pacific Land in the third quarter worth $30,000. Silicon Valley Capital Partners bought a new position in shares of Texas Pacific Land in the third quarter worth $33,000. Finally, Triumph Capital Management bought a new position in shares of Texas Pacific Land in the third quarter worth $36,000. 59.94% of the stock is owned by institutional investors.

Key Headlines Impacting Texas Pacific Land

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.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on TPL. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Texas Pacific Land in a report on Friday, March 27th. KeyCorp raised their price target on Texas Pacific Land from $350.00 to $639.00 and gave the stock an “overweight” rating in a report on Monday, February 23rd. Finally, Wall Street Zen raised Texas Pacific Land from a “sell” rating to a “hold” rating in a report on Sunday, March 15th. One equities research analyst has rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $639.00.

Texas Pacific Land Price Performance

Texas Pacific Land stock opened at $447.81 on Wednesday. Texas Pacific Land Corporation has a one year low of $269.23 and a one year high of $547.20. The business has a fifty day moving average price of $468.19 and a 200-day moving average price of $364.77. The firm has a market capitalization of $30.87 billion, a P/E ratio of 64.19 and a beta of 0.76.

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

Texas Pacific Land Increases Dividend

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

Insiders Place Their Bets

In related news, CAO Stephanie Buffington sold 1,608 shares of the stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $503.00, for a total value of $808,824.00. Following the sale, the chief accounting officer owned 2,133 shares in the company, valued at approximately $1,072,899. This trade represents a 42.98% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Donna E. Epps bought 895 shares of the stock in a transaction that occurred on Wednesday, February 25th. The stock was bought at an average cost of $510.45 per share, for a total transaction of $456,852.75. Following the completion of the purchase, the director directly owned 2,921 shares of the company’s stock, valued at $1,491,024.45. This represents a 44.18% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Company insiders own 6.90% of the company’s stock.

Texas Pacific Land Profile

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.