Insider Trading June 22, 2026 01:49 PM

Horizon Kinetics Increases Stake in Texas Pacific Land Corp with New Share Acquisition

Asset manager adds to position as company reports strong Q1 earnings and receives upgraded price target from KeyBanc

By Marcus Reed
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TPL

Horizon Kinetics Asset Management LLC, a major shareholder in Texas Pacific Land Corp (NYSE:TPL), has acquired an additional 1 share of common stock on June 18, 2026, bringing its total direct holding to 3,393,556 shares. The transaction occurred at a price of $355.47 per share, totaling $355. This move follows the company's recent Q1 2026 earnings beat and a maintained Overweight rating from KeyBanc with a $639 price target, reflecting continued institutional confidence in the company's financial trajectory.

Horizon Kinetics Increases Stake in Texas Pacific Land Corp with New Share Acquisition
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Key Points

  • Horizon Kinetics Asset Management LLC acquired 1 share of TPL at $355.47 on June 18, 2026, increasing its direct holding to 3,393,556 shares.
  • TPL reported Q1 2026 earnings of $2.07 per share and revenue of $236.8 million, both beating analyst expectations.
  • KeyBanc maintained an Overweight rating with a $639 price target following a management presentation event in Midland.

Horizon Kinetics Asset Management LLC, a notable institutional investor in Texas Pacific Land Corp (NYSE:TPL), executed a new purchase of the company's common stock on June 18, 2026. The investment firm acquired a single share at $355.47, bringing the total value of this specific transaction to $355. This acquisition adds to the firm's existing position, which now stands at 3,393,556 shares held directly by Horizon Kinetics Asset Management LLC.

The transaction comes at a time when Texas Pacific Land Corp is valued at $24.5 billion, according to InvestingPro data. The company currently trades at a price-to-earnings ratio of 48.6 and maintains a gross profit margin of 93%. Despite these strong margins, analysis suggests that TPL is currently overvalued relative to its calculated Fair Value. Investors seeking deeper insights can access TPL’s comprehensive Pro Research Report, which is part of the 1,400+ reports available on InvestingPro.

Horizon Kinetics previously reported beneficial ownership of 10,109,933 shares in an amendment to its Schedule 13D filing on May 7, 2026. The shares reported in that filing represented the firm's pecuniary interest in the company. The recent purchase indicates a continued, albeit incremental, adjustment to the firm's holdings.

In broader financial news, Texas Pacific Land Corp reported notable financial results for the first quarter of 2026, surpassing market expectations. The company achieved an earnings per share of $2.07, exceeding the projected $1.95. Revenue also beat estimates, coming in at $236.8 million against an anticipated $235.5 million. These figures demonstrate the company’s strong financial performance during this period.

Additionally, KeyBanc has maintained its Overweight rating for Texas Pacific Land Trust, setting a price target of $639.00. This decision follows a company-hosted event in Midland, which featured management presentations on existing business segments. The analyst firm’s continued positive outlook highlights confidence in the company’s future prospects. These developments provide investors with a comprehensive view of Texas Pacific Land Corp’s current standing and potential trajectory.

Risks

  • Analysis suggests TPL is currently overvalued relative to its Fair Value, indicating potential valuation risk for investors.
  • The company trades at a P/E ratio of 48.6, which may suggest elevated expectations that could be difficult to sustain.

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