New York, Feb 17, 2026, 09:45 EST — Regular session underway.
- LandBridge slipped 1.4% early, trading at $64.36.
- With late-February results and the company’s call on the horizon, investors are already adjusting their positions.
- The company’s next item on the calendar: a March investor day in New York.
LandBridge Company LLC shares gave up early gains and slipped Tuesday, as focus shifted to the company’s upcoming results and fresh guidance. The stock dropped 1.4% to $64.36, pulling back from an earlier peak of $65.33.
This move comes just as LandBridge prepares to release its fourth-quarter and full-year 2025 numbers after the bell on Feb. 25, with a conference call set for the next day. The company, based in Houston, holds over 300,000 surface acres in Texas and New Mexico, looking to profit from energy and infrastructure projects that use its land. (Landbridgeco)
There’s something else for investors to watch: LandBridge is planning an investor day in New York on March 19. CEO Jason Long and other execs are slated to present, the company said. (Business Wire)
Action was uneven across the board. The SPDR S&P 500 ETF slipped roughly 0.15% early on. Shares of Texas Pacific Land, a Permian land-and-royalty stock that tends to catch interest from the same crowd, tacked on about 1.3%. The Vanguard Real Estate ETF edged up.
There wasn’t any new company statement or SEC filing out Tuesday to account for the drop. The stock’s history of sharp swings, especially during thin early trading, tends to amplify even small moves.
LandBridge has structured its Class A shares as limited liability company interests, a setup that might trip up investors accustomed to standard common stock. According to its IPO filing, the company debuted on the NYSE in 2024, setting its initial public offering price at $17 per share. (SEC)
Still, expectations could set the tone in coming sessions rather than any splashy news. As Feb. 25 results near, investors are eyeing any signals about Permian Basin activity and looking for clues on how management characterizes demand tied to energy and “digital infrastructure” projects across its land.
Still, there’s a clear risk here: if the company misses its guidance assumptions or sounds wary about fresh contracts and land-use agreements, those gains could unravel in a hurry. This is a stock that’s proven it can swing sharply, both ways.
