LandBridge (LB) Stock: Insider Trades, Congress & Funds

Smart money at a glance

Filings to Oct 31, 2026

Net selling: insiders sold $187.6M and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.

Company insidersSEC Form 4, last 90 days: -$187.6M netNet selling
CongressSTOCK Act, last 180 days: NoneNo trades disclosed
Big fundsSEC 13F, quarter ended Jun 30, 2026: 0 added, 1 cutMore cutting
Federal contractsUSAspending.gov, last 12 months: No awardsNone on record

Analysts

What do analysts expect?

Analyst target and ratings are on paid plans

See the 12-month consensus target and the buy/hold/sell rating split.

Unlock the full results

Questions about LB filings

Are insiders buying or selling LandBridge Company LLC (LB) stock?

Net selling: insiders sold $187.6M and bought $0 of LB stock on the open market in the 90 days to Oct 31, 2026, according to SEC Form 4 filings. The largest was Capobianco, David N (Director), who sold $93.8M. The latest filing was on Aug 12, 2026.

Which members of Congress have traded LB recently?

None. No member of Congress disclosed a LB trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this LB smart-money data?

This summary uses filings available on Oct 31, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.

13F: filed up to 45 days late.

Smart money on LB

Lean long1 source:
- Funds
Lean short1 source:
- Insiders

Top traders
No tracked positions at the last update
Insiders
- Landbridge Holdings LLC, sold $93.8M, scheduled plan sale, filed Aug 12
- David N Capobianco, sold $93.8M, scheduled plan sale, filed Aug 12
Lean short · thin2 sales · $188M
2 of 2 on scheduled plans. Form 4 filings.
Politicians
No recent politician filings found
Funds
Lean long2 added · 1 trimmed
Quarter-end 13F holdings changes, not live trades. A trim is not a short.
Fin-fluencers
No recent posts found

Each bar is 100% of that source’s money. The notch marks an even split.

Lean is the direction of the latest moves. Descriptive, not advice.

Questions about LB filings

Are insiders buying or selling LandBridge Company LLC (LB) stock?

Which members of Congress have traded LB recently?

None. No member of Congress disclosed a LB trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this LB smart-money data?

Funds

What funds are doing

4 moves · 6 mo

Buys/Adds$119.6MSells/Trims$29.4M

Buys/Adds (2)

TS
Two Sigma
Q1 2026 13F
$35.5M
added
Signals like this: n=13770, 53% finished lower at D15, median -0.4% vs SPY -0.4%
FM
FMR LLC
Q1 2026 13F
$52.3M
added

Sells/Trims (1)

MW
Marshall Wace
Q2 2026 13F
$29.4M
trimmed
Signals like this: n=7469, 53% finished lower at D15, median -0.5% vs SPY -0.4%

1 more moves

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Reported Aug 6, 2026

Earnings came in 38.0% below what analysts expected.

Documents

Quarterly report10-Q Annual report10-K Every filing

Last report

Aug 6, 2026

Period ending

Jun 30, 2026

Earnings per share

$0.29-38.00% miss

$0.47 expected

Revenue

$66.8M

SEC filing

EPS: Yahoo Finance

Next report

Estimated report: Nov 4, 2026, in 4 days

Estimates as of Oct 31, 2026

EPS expected

$0.42

$0.42 to $0.42

Revenue expected

$66.3M

5 analysts

Last 30 days

1up0down

Analysts raising estimates

Estimate drift

0.01

Change in 30 days

Previous reports

Quarter / reported	Earnings per share	Beat or miss	Revenue / income	Revenue vs last year
Jun 30, 2026Reported Aug 6, 2026	$0.29est. $0.47	-38.00%miss	$66.8MSEC filing	+40.6%from $47.5M
Mar 31, 2026Reported May 7, 2026	$0.25est. $0.49	-48.26%miss	$51.0MSEC filing	+16.0%from $44.0M
Dec 31, 2025Reported Feb 26, 2026	$0.31est. $0.47	-35.19%miss	$56.8MYahoo Finance	No year-ago quarter
Sep 30, 2025Reported Nov 12, 2025	$0.24est. $0.51	-53.26%miss	$50.8MSEC filing	+78.4%from $28.5M
Jun 30, 2025Reported Aug 6, 2025	$0.23est. $0.38	-39.47%miss	$47.5MSEC filing	+83.2%from $26.0M
Mar 31, 2025Reported May 7, 2025	$0.22est. $0.36	-38.89%miss	$44.0MSEC filing	+131.2%from $19.0M
Dec 31, 2024Reported Mar 5, 2025	$0.25est. $0.73	-65.75%miss	$110.0M · FYSEC filing	No year-ago quarter
Sep 30, 2024Reported Nov 6, 2024	$0.15est. $2.36	-93.64%miss	$28.5MSEC filing	+60.0%from $17.8M

Earnings per share comes from Yahoo Finance where available, then Alpha Vantage or the company release. Revenue comes from company releases, SEC filings, Alpha Vantage or Yahoo Finance. A beat or miss needs an analyst estimate on the same basis as the reported figure, so quarters without one show none. Non-USD amounts carry their currency code.

Open: $81.93
52-wk high: $91.57
High: $83.61
52-wk low: $43.55
Low: $81.57
Prev close: $82.83
Mkt cap: $6.49B
P/E: 72.7x
ROE: +11.5%
Fwd P/E: 21.6x
Beta: 0.18
Div yield: 0.54%
P/S: 28.8x
P/B: 6.8x
Profit margin: +16.5%
Op margin: +66.1%

Fundamentals

Is the business strong?

Richly priced and profitable.

Net margin: 16.5%
P/E: 72.66
Forward P/E: 21.60
Market cap: $6.5B

Valuation

P/S28.78
P/B6.85
Dividend yield0.5%

Quality

Operating margin66.1%
ROE11.5%
ROA7.1%

Growth

Beta0.18

Technicals

Price structure

This stock's price action is mixed.

Trend

Mixed

45 / 100

RSI 14

41balanced

20D volatility

36%annualized

52-week range

$83.59

$43.55$91.57

20D support

$75.27recent floor

20D resistance

$89.70recent ceiling

Returns

5D +5.6%20D -0.2%60D +4.1%

Price vs moving averages

SMA20 +1.2%SMA50 -0.8%SMA200 +14.0%

Volume pace

1.10xvs prior 20D

Quarter / reported

Earnings per share

Beat or miss

Revenue / income

Revenue vs last year

Jun 30, 2026Aug 6, 2026

$0.29est. $0.47

-38.00%

$66.8MSEC filing

+40.6%from $47.5M

Mar 31, 2026May 7, 2026

$0.25est. $0.49

-48.26%

$51.0MSEC filing

+16.0%from $44.0M

Dec 31, 2025Feb 26, 2026

$0.31est. $0.47

-35.19%

$56.8MYahoo Finance

No year-ago quarter

Sep 30, 2025Nov 12, 2025

$0.24est. $0.51

-53.26%

$50.8MSEC filing

+78.4%from $28.5M

Jun 30, 2025Aug 6, 2025

$0.23est. $0.38

-39.47%

$47.5MSEC filing

+83.2%from $26.0M

Mar 31, 2025May 7, 2025

$0.22est. $0.36

-38.89%

$44.0MSEC filing

+131.2%from $19.0M

Dec 31, 2024Mar 5, 2025

$0.25est. $0.73

-65.75%

$110.0M · FYSEC filing

No year-ago quarter

Sep 30, 2024Nov 6, 2024

$0.15est. $2.36

-93.64%

$28.5MSEC filing

+60.0%from $17.8M

LandBridge Company LLC

Smart money at a glance

What do analysts expect?

Questions about LB filings

Smart money on LB

Questions about LB filings

What funds are doing

What insiders are doing

How top traders are positioned

Unlock everything for $29/month

Earnings came in 38.0% below what analysts expected.

Estimated report: Nov 4, 2026, in 4 days

Previous reports

Is the business strong?

Price structure

Ask it in Claude or ChatGPT.

LandBridge Company LLC

Smart money at a glance

What do analysts expect?

Questions about LB filings

Smart money on LB

Questions about LB filings

What funds are doing

What insiders are doing

How top traders are positioned

Unlock everything for $29/month

Earnings came in 38.0% below what analysts expected.

Estimated report: Nov 4, 2026, in 4 days

Previous reports

Is the business strong?

Price structure

Ask it in Claude or ChatGPT.

LandBridge Company LLC

Overview

Questions about LB filings

Smart money

Unlock everything for $29/month

Earnings

Previous reports

Financials

Technicals

Ask it in Claude or ChatGPT.

LandBridge Company LLC

Overview

Questions about LB filings

Smart money

Unlock everything for $29/month

Earnings

Previous reports

Financials

Technicals

Ask it in Claude or ChatGPT.