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California Public Employees Retirement System increased its holdings in Texas Pacific Land Corporation (NYSE: TPL) by 1.7% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 101,608 shares of the financial services provider's stock after purchasing an additional 1,717 shares
Bank of New York Mellon Corp grew its holdings in Texas Pacific Land Corporation (NYSE: TPL) by 1.3% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 357,379 shares of the financial services provider's stock after acquiring an additional 4,570
DALLAS--(BUSINESS WIRE)--Texas Pacific Land Corporation Sets Dates for Second Quarter 2026 Earnings Release and Conference Call.
Texas Pacific owns a large amount of land and royalty rights in West Texas in the Permian Basin. Aside from being a center for oil and gas development, West Texas is becoming a hub for AI infrastructure development.
Texas Pacific Land is now primarily an AI infrastructure and data center land play, not just an oil royalty company. TPL's valuation implies an excessive amount of GW of future data center capacity. I rate TPL a SELL with a $250 price target, as its premium bakes in excessive data center growth; LandBridge is a BUY at $75, reflecting more realistic expectations.
I present a $1 million 'All-American' portfolio blending 50% S&P 500 ETF with six sector-leading U.S. stocks. VOO anchors the portfolio for low-cost, broad exposure, while single-stock picks target finance (MA, CME), energy (TPL), agriculture (DE), aerospace/defense (RTX), and consumer (MCD). Each stock is selected for durable advantages: MA and CME for scalable, oligopolistic finance; TPL for energy royalties; DE for agricultural tech; RTX for balanced defense/commercial aerospace; MCD for global brand and real estate model.
I've decided to replace my existing Permian exploration and production exposure with Texas Pacific Land Corporation. The stock shows evidence of upside capture during bullish oil price cycles. Water services and toll-booth oil and gas royalties limit downside capture in down-cycles. I enjoy the idea of CapEx being spent on growth instead of maintenance, which is a feature distinct from oil and gas producers.
Investors need to pay close attention to TPL stock based on the movements in the options market lately.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.