Gilbert Cisneros Buys LandBridge Company LLC (NYSE:LB) Stock

Gilbert Cisneros Buys LandBridge Company LLC (NYSE:LB) Stock

Representative Gilbert Cisneros (D) disclosed the purchase of $50,001-$100,000 of LandBridge Company LLC (NYSE:LB) stock in a filing made on December 16th, 2025. The transaction, dated November 20th, 2025, was reported under his office for California's 31st congressional district, per the public disclosure.

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LB Stock Performance

Shares of LB opened at $66.70 on Monday, up 2.42%. The 50-day moving average is $55.63 and the 200-day moving average is $59.95. The 52-week low is $43.75 and the 52-week high is $87.60.

Since the transaction date (November 20th, 2025), LB shares have risen 3.32%, opening at $66.32 on the transaction date. The stock fell 0.14% in the first week and fell 0.11% over two weeks, and fell 0.21% over one month.

LandBridge reported a debt-to-equity ratio of 0.00, a current ratio of 4.15 and a quick ratio of 4.15. The company had a market capitalization of $5.45 billion, a P/E ratio of 71.43 and a beta of 0.44. Return on equity (TTM) was 6.87% and net profit margin (TTM) was 13.59%. Revenue increased from $72,865,000 in 2023 to $109,954,000 in 2024, a year-over-year increase of 50.96%. Analysts' full-year EPS forecast (average) was $2.17 (2028 average).

Key Stories Impacting LB

• (Positive) LandBridge reported third-quarter 2025 results with strong revenue and Adjusted EBITDA growth, net income of $20.3M and a $0.10 quarterly cash dividend (November 12, 2025).
• (Neutral) DBR Land Holdings priced a $500 million offering of 6.25% senior notes due 2030, expected to close November 25, 2025.
• (Negative) A selling shareholder priced an underwritten secondary public offering of 2,500,000 Class A shares at $71.00 per share (announced November 17-19, 2025).
• (Positive) LandBridge announced an agreement to acquire approximately 37,500 acres in the Delaware Basin (announced October 7, 2025).
• (Positive) The company entered development agreements with Samsung C&T Renewables for two potential BESS projects totaling ~350 MW in Pecos and Loving counties, Texas (announced December 11, 2025).
• (Positive) LandBridge announced a strategic agreement with NRG Energy to develop infrastructure including plans for a natural-gas generation facility (announced September 23, 2025).
• (Neutral) The company scheduled its fourth-quarter and full-year 2025 results for February 25, 2026 and announced an Investor Day for March 19, 2026 (announced January 22, 2026).

Analyst Ratings for LB

Wells Fargo reiterated an 'Overweight' rating (November 26, 2025). Wells Fargo reiterated an 'Overweight' rating (October 17, 2025). Barclays reiterated an 'Equal Weight' rating (October 14, 2025). Piper Sandler reiterated a 'Neutral' rating (August 15, 2025). Raymond James reiterated an 'Outperform' rating (August 8, 2025).

Presently, 109 analysts have rated LB with a buy recommendation, 118 have issued a hold, and 13 have given a sell rating. The average rating is 'Hold'.

Institutional Investors Weigh In On LB

FIRST MANHATTAN CO. LLC. holds 6,861,939 shares valued at $470,180,060.28. HORIZON KINETICS ASSET MANAGEMENT LLC holds 5,642,766 shares valued at $386,642,326.32. MORGAN STANLEY holds 4,894,992 shares valued at $335,404,851.84. VANGUARD GROUP INC holds 861,815 shares valued at $59,051,563.80. FMR LLC holds 813,748 shares valued at $55,758,012.96. Currently, 68.23% of the stock is owned by institutional investors.

About Gilbert Cisneros

Representative Gilbert Cisneros is a Democratic member of the U.S. House representing California's 31st congressional district. He has served in the House since 2019 and is 55 years old. Cisneros's official office is listed for California's 31st district.

About LB

LandBridge Company LLC is an Oil & Gas Equipment & Services company that owns and manages land and resources to support oil and natural gas development in the United States. The company holds surface acres in and around the Delaware Basin and owns a portfolio of oil and gas royalties. It is headquartered in Houston, Texas and completed its IPO on June 28, 2024; Jason Long is listed as CEO.