Texas Pacific Land Corp(TPL)Stock Analysis
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Rank #63 of 2,879 stocksTOP 5%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
TPL Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Texas Pacific Land Corp (TPL), a Financials sector company. 13F Pro's AI-powered ranking engine scores TPL at 79.1/100 on a 32-signal composite quality model, placing it at rank #63 of 2,879 stocks — the top 5% of the AI-ranked universe. TPL scores in the top quartile across balance sheet strength (98.8), free cash flow (95.8), profitability (95.3). Shareholder dilution risk is elevated at 42.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Texas Pacific Land Corp reports quarterly revenue of $236.8M, net income of $142.9M, an operating margin of 77.0%. Top institutional holders of TPL by reported 13-F value include HORIZON KINETICS ASSET MANAGEMENT, BlackRock,, STATE STREET, based on the most recent SEC filings. TPL trades on the NYSE exchange and files with the SEC under CIK 1811074. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate TPL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Texas Pacific Land Corp directly from SEC EDGAR. Texas Pacific Land Corp's 13F Pro composite quality score has ranged between 8 and 82 since 2021, currently 79.1 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.
What's Driving TPL's Business? Latest 10-Q Breakdown
AI-extracted from Texas Pacific Land Corp's 10-Q filed 2026-05-06 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Biggest Revenue Drivers
Production increased to 37.1 MBoe/d vs. 31.1 MBoe/d; offset by 10.9% decline in realized price to $37.06/Boe.
16.7% increase in pricing and 3.5% increase in volumes.
23.5% increase in produced water volumes.
Sale of land to power generation/data center developer; $20.9M recognized at closing with $20.9M financing receivable.
Decreases in material sales and damages revenue, partially offset by lease bonuses from acquired royalty interests.
Largest Expense Items
Principally due to depletion expense from royalty interests acquired during second half of 2025.
Normal operating increase including share-based compensation of $3.7M.
Watch Items from the Filing
- Land sale includes call/put options tied to development milestones through 2046 with $20.9M financing receivable at 7.5% effective rate; separate water supply agreement also signed.
- Desalination facility under construction with estimated service date Q2 2026; cumulative spend of $48.3M through March 31, 2026, with $41.3M capitalized.
- Company maintains $500M undrawn revolving credit facility and $247.6M cash; target liquidity of ~$700M with excess deployed to dividends/buybacks above that threshold.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$236.8M
Net Income
Q1 2026
$142.9M
Free Cash Flow
Q1 2026
$162.0M
Operating Margin
Q1 2026
77.0%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+48.0% YoYNet Income
+65.3% YoYOperating Income
+55.2% YoYEPS (Diluted)
-44.7% YoYTotal Assets
+14.8% YoYOp. Cash Flow
+68.6% YoY| Metric | FY 2022 | FY 2021 | FY 2019 | FY 2018 | FY 2017 |
|---|---|---|---|---|---|
| Revenue | $667.4M +48.0% | $451.0M -8.1% | $490.5M +63.4% | $300.2M | — |
| Net Income | $446.4M +65.3% | $270.0M -15.3% | $318.7M +52.0% | $209.7M | — |
| Operating Income | $562.3M +55.2% | $362.4M -9.3% | $399.6M +53.2% | $260.8M | — |
| EPS (Diluted) | $2.14 -44.7% | $3.87 -15.2% | $4.57 | — | — |
| Total Assets | $877.4M +14.8% | $764.1M +27.7% | $598.2M | — | — |
| Operating Cash Flow | $447.1M +68.6% | $265.2M -22.6% | $342.8M +75.4% | $195.4M | — |
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Available Research
13F Pro tracks comprehensive data for Texas Pacific Land Corp including:
Top Institutional Holders of TPL
HORIZON KINETICS ASSET MANAGEMENT LLC
$4.8B10,015,379 shBlackRock, Inc.
$2.8B5,952,515 shSTATE STREET CORP
$1.8B3,784,957 shVANGUARD CAPITAL MANAGEMENT LLC
$1.8B3,783,685 shVANGUARD PORTFOLIO MANAGEMENT LLC
$1.5B3,142,852 shGEODE CAPITAL MANAGEMENT, LLC
$772.4M1,633,396 shFIRST MANHATTAN CO. LLC.
$504.3M1,062,769 shSoftVest Advisors, LLC
$504.0M1,062,099 shMORGAN STANLEY
$457.7M964,476 shInvesco Ltd.
$295.3M622,175 sh
| Fund | Value | Shares |
|---|---|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | $4.8B | 10,015,379 |
| BlackRock, Inc. | $2.8B | 5,952,515 |
| STATE STREET CORP | $1.8B | 3,784,957 |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.8B | 3,783,685 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.5B | 3,142,852 |
| GEODE CAPITAL MANAGEMENT, LLC | $772.4M | 1,633,396 |
| FIRST MANHATTAN CO. LLC. | $504.3M | 1,062,769 |
| SoftVest Advisors, LLC | $504.0M | 1,062,099 |
| MORGAN STANLEY | $457.7M | 964,476 |
| Invesco Ltd. | $295.3M | 622,175 |
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Is TPL a good stock to buy?
13F Pro's AI-powered analysis of Texas Pacific Land Corp (TPL) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for TPL are available on the TPL stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own TPL?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling TPL. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Texas Pacific Land Corp's investment landscape.