Horizon Kinetics buys Texas Pacific Land (TPL) shares worth $10,577

Published 26/06/2025, 16:52
Horizon Kinetics buys Texas Pacific Land (TPL) shares worth $10,577

Horizon Kinetics Asset Management LLC, a ten percent owner of Texas Pacific Land Corp (NYSE:TPL), has purchased shares of the company’s common stock worth $10,577. According to a Form 4 filing with the Securities and Exchange Commission, the transactions occurred on June 25, 2025. The $24.7 billion market cap company maintains impressive gross profit margins of 93.5% and boasts a GREAT financial health score according to InvestingPro analysis.

The filing indicates that Horizon Kinetics acquired a total of 10 shares of Texas Pacific Land Corp common stock at a price of $1050.86 to $1058.52 per share. The current stock price of $1,075.30 represents a significant discount from its 52-week high of $1,769.14, with InvestingPro analysis showing the stock in oversold territory. Subscribers can access 15 additional ProTips and comprehensive valuation metrics for TPL.

Specifically, Horizon Kinetics Hard Assets purchased 2 shares, HORIZON CREDIT OPPORTUNITY FUND LP purchased 1 share, Murray Stahl purchased 3 shares, HORIZON COMMON INC purchased 2 shares, POLESTAR OFFSHORE FUND LTD purchased 1 share and Horizon Kinetics Asset Management LLC purchased 1 share. The company has maintained dividend payments for 12 consecutive years, with current liquid assets exceeding short-term obligations.

In other recent news, Texas Pacific Land Corporation reported its first-quarter earnings for 2025, which showed a slight miss in revenue expectations. The company posted earnings per share of $5.24, narrowly missing the forecasted $5.27, while revenue came in at $196 million, falling short of the anticipated $228 million. Despite this, Texas Pacific Land maintained a strong adjusted EBITDA margin of 86.4%, with free cash flow increasing by 11% year-over-year to $127 million. The company also demonstrated significant growth in oil and gas royalty production, achieving a 25% year-over-year increase, highlighting its solid position in the energy sector.

Additionally, Texas Pacific Land Corporation’s stock was upgraded from Hold to Buy by Texas Capital Securities, with a revised price target of $1,280.00. This upgrade follows discussions between Texas Capital Securities and Texas Pacific Land’s management, focusing on the company’s desalination project and other strategic initiatives. Texas Capital Securities believes that the company is well-positioned to commercially de-risk its desalination project and advance its power generation and data center opportunities by the end of the year. They also view Texas Pacific Land as a potential consolidator of larger ranches in the Permian Basin over the next few years.

These developments underscore Texas Pacific Land Corporation’s strategic focus on innovative projects and its resilience in navigating market challenges. The company continues to maintain a robust financial position, with a net cash position of $460 million and zero debt. Looking forward, Texas Pacific Land plans to enhance its water management capabilities and explore opportunities for stock buybacks and acquisitions of high-quality royalty assets.

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