LandBridge (NYSE:LB) Stock Acquired Rep. Gilbert Ray Cisneros, Jr.

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of LandBridge Company LLC (NYSE:LB). In a filing disclosed on December 15th, the Representative disclosed that they had bought between $50,001 and $100,000 in LandBridge stock on November 20th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > WELLS FARGO ADVISORS” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Spotify Technology (NYSE:SPOT) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOGL) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of First Watch Restaurant Group (NASDAQ:FWRG) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of TKO Group (NYSE:TKO) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of RBC Bearings (NYSE:RBC) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Stifel Financial (NYSE:SF) on 11/24/2025.
• Purchased $1,001 – $15,000 in shares of Logan Energy (CVE:LGN) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Primoris Services (NASDAQ:PRIM) on 11/24/2025.
• Purchased $15,001 – $50,000 in shares of LandBridge (NYSE:LB) on 11/21/2025.
• Purchased $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 11/20/2025.

LandBridge Trading Up 0.7%

Shares of NYSE LB traded up $0.39 during trading on Friday, reaching $52.99. The company had a trading volume of 124,671 shares, compared to its average volume of 531,207. The stock has a market cap of $4.13 billion, a P/E ratio of 75.65 and a beta of 0.25. The company’s fifty day moving average price is $59.49 and its 200-day moving average price is $58.96. The company has a quick ratio of 4.15, a current ratio of 4.15 and a debt-to-equity ratio of 0.52. LandBridge Company LLC has a 12 month low of $48.55 and a 12 month high of $87.60.

LandBridge (NYSE:LB) last announced its earnings results on Wednesday, November 12th. The company reported $0.26 EPS for the quarter, missing the consensus estimate of $0.70 by ($0.44). The company had revenue of $50.83 million during the quarter, compared to the consensus estimate of $49.13 million. LandBridge had a net margin of 13.72% and a return on equity of 4.63%. As a group, research analysts expect that LandBridge Company LLC will post 0.99 earnings per share for the current year.

LandBridge Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, December 18th. Shareholders of record on Thursday, December 4th were issued a dividend of $0.10 per share. The ex-dividend date of this dividend was Thursday, December 4th. This represents a $0.40 annualized dividend and a yield of 0.8%. LandBridge’s payout ratio is presently 57.14%.

Hedge Funds Weigh In On LandBridge

Hedge funds have recently modified their holdings of the company. NewEdge Advisors LLC grew its holdings in shares of LandBridge by 110.6% in the second quarter. NewEdge Advisors LLC now owns 398 shares of the company’s stock valued at $27,000 after acquiring an additional 209 shares in the last quarter. US Bancorp DE purchased a new stake in shares of LandBridge during the 1st quarter valued at $28,000. Uniplan Investment Counsel Inc. purchased a new position in shares of LandBridge in the 1st quarter worth about $30,000. Banque Transatlantique SA bought a new position in LandBridge during the first quarter valued at about $34,000. Finally, Deutsche Bank AG bought a new position in LandBridge during the first quarter valued at about $55,000.

Insider Buying and Selling

In other news, Director Point Energy Fund Aiv- Five II sold 2,500,000 shares of the stock in a transaction that occurred on Tuesday, November 18th. The shares were sold at an average price of $70.00, for a total transaction of $175,000,000.00. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 70.42% of the company’s stock.

Analyst Ratings Changes

Several research analysts recently issued reports on LB shares. Barclays cut their target price on shares of LandBridge from $66.00 to $57.00 and set an “equal weight” rating on the stock in a research note on Tuesday, October 14th. Wells Fargo & Company reduced their target price on LandBridge from $91.00 to $90.00 and set an “overweight” rating for the company in a research note on Wednesday, November 26th. Zacks Research raised LandBridge from a “strong sell” rating to a “hold” rating in a research note on Monday, November 10th. UBS Group restated a “neutral” rating and set a $65.00 price target on shares of LandBridge in a research note on Monday, November 24th. Finally, Piper Sandler raised their target price on LandBridge from $55.00 to $65.00 and gave the company a “neutral” rating in a report on Monday, November 24th. Three investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $73.33.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

About LandBridge

LandBridge Company LLC owns and manages land and resources to support and enhance oil and natural gas development in the United States. It owns surface acres in and around the Delaware Basin in Texas and New Mexico. The company holds a portfolio of oil and gas royalties. It also sells brackish water and other surface composite materials. The company was founded in 2021 and is based in Houston, Texas. LandBridge Company LLC operates as a subsidiary of LandBridge Holdings LLC.