LandBridge Announces Completion of Conversion and Redomestication in Texas

HOUSTON--(BUSINESS WIRE)--LandBridge Corporation (NYSE: LB; NYSE Texas: LB) (“LandBridge” or the “Company”) today announced that it has completed its previously announced conversion and redomestication from a Delaware limited liability company with the name of LandBridge Company LLC to a Texas corporation with the name of LandBridge Corporation (the “Conversion and Redomestication”). The Conversion and Redomestication was approved by the Company's Board of Directors (the “Board”) upon the recom.

Business Wire • Oct 13, 2026

31% Of My Portfolio Is Betting On America's Biggest Bottlenecks

LandBridge and Texas Pacific Land comprise 31% of my portfolio, capturing the AI buildout and U.S. oil/water megatrends. Both LB and TPL own vast West Texas acreage, positioning them to benefit from data center expansion and critical water infrastructure bottlenecks. TPL and LB are progressing on multi-gigawatt data center deals, with behind-the-meter solutions and growing water royalties driving future upside.

Seeking Alpha • Oct 13, 2026

LandBridge Vaults 75% Amid Oil Supply Shock

LandBridge is setting up in an early base after a 75% gain in 2026 as the Middle East war continues to roil energy markets.

Investors Business Daily • Oct 7, 2026

LandBridge Schedules Third Quarter Earnings Release and Conference Call

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE TX: LB) ("LandBridge") today announced that it will release its financial results for the third quarter of 2026 after market close on Wednesday, November 4, 2026. LandBridge will host a webcast and conference call to discuss its results on Thursday, November 5, 2026, at 10 a.m. Central Time / 11:00 a.m. Eastern Time.Webcast Instructions:To listen to the live webcast, please visit the Events and Presentations section of the LandBrid.

Business Wire • Oct 5, 2026

LandBridge Announces Launch of $100,000,000 Offering of Additional 6.250% Senior Notes due 2030

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE Texas: LB) (“LandBridge”) announced today that DBR Land Holdings LLC (the “Issuer”), a subsidiary of LandBridge, intends, subject to market conditions, to offer $100 million in aggregate principal amount of 6.250% senior notes due 2030 (the “New Notes”) in a private placement to eligible purchasers (the “Offering”).The New Notes are being offered as additional notes under the indenture, dated as of November 25, 2025 (the “Indenture.

Business Wire • Sep 22, 2026

LandBridge Announces Pricing of Upsized $125,000,000 Offering of Additional 6.250% Senior Notes due 2030

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE Texas: LB) (“LandBridge”) announced today that DBR Land Holdings LLC (the “Issuer”), a subsidiary of LandBridge, has priced its offering (the “Offering”) of $125 million in aggregate principal amount of 6.250% senior notes due 2030 at 99.375% of par (the “New Notes”). The Offering was upsized from the previously announced offering size of $100 million. The Offering is expected to close on October 1, 2026, subject to customary clos.

Business Wire • Sep 22, 2026

LandBridge: I'd Love To Buy, But I Don't Like The Valuation

LandBridge Company LLC's water royalty volumes are rising despite slower well drilling. This is due to increasing wastewater volumes from maturing Delaware Basin wells. A projected Delaware Basin disposal-capacity shortfall over the next 10 years should support higher royalty rates. LandBridge is pursuing data-center leases for up to 10 GW, creating meaningful long-term optionality that I estimate can lead to a 6% uplift on TTM revenues.

Seeking Alpha • Sep 17, 2026

40% Of My Portfolio Is In Just 3 Stocks

My portfolio is highly concentrated, with 40% in Old Dominion Freight Line, Texas Pacific Land, and LandBridge, reflecting high-conviction investing. ODFL offers unique LTL logistics, a pristine balance sheet, and real estate advantages, while TPL and LB provide exposure to Permian water, surface rights, and emerging AI data center trends. Both TPL and LB are shifting from traditional energy royalties to secular growth in water management and potential multi-decade data center cash flows, though execution risk remains.

Seeking Alpha • Sep 4, 2026

LandBridge: The AI Data Center Thesis Is Real, But The Valuation Is Already Pricing It In

LandBridge Company LLC delivers exceptional margin and growth via its unique land-licensing model in the Permian Basin. Q2 results highlight 41% revenue and EBITDA growth, with EBITDA margins near 90% and robust free cash flow. LB is pursuing data center and power generation projects, including a 2 GW PowerBridge agreement, but revenue realization remains uncertain.

Seeking Alpha • Aug 27, 2026

My Game Plan For What Some Call A Fat AI Bubble

I see broadening market leadership beyond AI, with dividend growth and value stocks outperforming tech-heavy indices year-to-date. While AI-driven CapEx and margins have powered recent gains, the sustainability of high rates of change is a key risk for hyperscaler suppliers. I favor selective diversification into undervalued cyclicals, energy, and income stocks to mitigate concentration and margin normalization risks.

Seeking Alpha • Aug 25, 2026