New York, Feb 27, 2026, 09:15 EST — Premarket
- LB shares drifted lower in premarket, giving up some ground after a sharp rally following earnings in the previous session.
- LandBridge bumped up its quarterly dividend and cleared a $50 million share repurchase plan.
- Eyes shift to the company’s investor day on March 19, where investors expect the next round of updates.
LandBridge Company LLC shares eased 0.35% to $74.18 ahead of the open Friday, giving back a slice of Thursday’s 13.7% surge that left the stock at $74.44 by the closing bell.
Even a minor shift ahead of the bell can count for plenty. LandBridge, known for its wild swings and hefty margins in the Delaware patch of the Permian, has seen its capital-return strategy grab the spotlight again as shares surged this week.
The company posted fourth-quarter revenue of $56.8 million and net income came in at $18.2 million late Wednesday. Looking ahead, it’s guiding for 2026 adjusted EBITDA somewhere between $205 million and $225 million. Adjusted EBITDA—a popular profitability gauge—omits interest, taxes, and certain non-cash or one-off charges.
LandBridge bumped its quarterly cash dividend up to 12 cents per share and cleared as much as $50 million for share buybacks through 2027’s end, according to the company.
Barclays bumped its price target for LandBridge up to $75 on Friday, according to StreetInsider, extending the momentum from Thursday’s jump after results.
Chief Executive Jason Long, speaking on Thursday’s earnings call, highlighted that 2025 is “our seventh consecutive quarter of revenue growth” since going public, and noted both revenue and adjusted EBITDA climbed year over year. Insider Monkey
LandBridge has inked development deals with Samsung C&T Renewables, giving the company an option to lease close to 4,000 acres slated for as much as 350 megawatts in battery energy storage. The company also locked in March 19 for its investor day in New York.
LandBridge shares swung from $67.50 up to $76.08 in the most recent session, according to Investing.com—showing just how much the stock can move when headlines or analyst updates hit.
LandBridge’s growth outlook depends heavily on operators keeping up activity levels in West Texas—and on how quickly it can lock in new commercial deals. Any slowdown in drilling or a lag in project adoption could challenge the upbeat mood behind this week’s gain. As for the buyback authorization, it hands management leeway, but doesn’t commit them to a set schedule.
