LandBridge (NYSE:LB) Shares 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 $15,001 and $50,000 in LandBridge stock on November 21st. 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 $50,001 – $100,000 in shares of LandBridge (NYSE:LB) on 11/20/2025.
• Purchased $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 11/20/2025.

LandBridge Trading Down 0.5%

NYSE:LB opened at $52.82 on Friday. LandBridge Company LLC has a 52 week low of $48.55 and a 52 week high of $87.60. The firm’s fifty day moving average is $59.49 and its 200-day moving average is $58.96. The firm has a market cap of $4.11 billion, a P/E ratio of 75.45 and a beta of 0.25. The company has a debt-to-equity ratio of 0.52, a quick ratio of 4.15 and a current ratio of 4.15.

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

LandBridge Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, December 18th. Stockholders of record on Thursday, December 4th were paid a $0.10 dividend. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend was Thursday, December 4th. LandBridge’s dividend payout ratio is currently 57.14%.

Analyst Ratings Changes

LB has been the topic of a number of recent analyst reports. UBS Group reissued a “neutral” rating and issued a $65.00 price objective on shares of LandBridge in a research note on Monday, November 24th. Piper Sandler boosted their price target on LandBridge from $55.00 to $65.00 and gave the company a “neutral” rating in a research note on Monday, November 24th. Wells Fargo & Company reduced their price objective on shares of LandBridge from $91.00 to $90.00 and set an “overweight” rating for the company in a research report on Wednesday, November 26th. Raymond James Financial lowered shares of LandBridge from a “moderate buy” rating to a “strong sell” rating in a research note on Friday, December 5th. Finally, Zacks Research raised shares of LandBridge from a “strong sell” rating to a “hold” rating in a research note on Monday, November 10th. Three analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, LandBridge has a consensus rating of “Hold” and an average target price of $73.33.

Insider Transactions at LandBridge

In other LandBridge news, Director Point Energy Fund Aiv- Five II sold 2,500,000 shares of the stock in a transaction dated Tuesday, November 18th. The shares were sold at an average price of $70.00, for a total value of $175,000,000.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 70.42% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the stock. LPL Financial LLC grew its holdings in LandBridge by 69.7% during the first quarter. LPL Financial LLC now owns 17,829 shares of the company’s stock worth $1,283,000 after buying an additional 7,320 shares in the last quarter. US Bancorp DE bought a new stake in shares of LandBridge in the 1st quarter worth $28,000. PNC Financial Services Group Inc. purchased a new stake in shares of LandBridge in the first quarter valued at about $102,000. Vanguard Group Inc. lifted its position in shares of LandBridge by 17.1% during the first quarter. Vanguard Group Inc. now owns 697,748 shares of the company’s stock valued at $50,196,000 after purchasing an additional 102,085 shares in the last quarter. Finally, Deutsche Bank AG bought a new position in shares of LandBridge during the first quarter valued at about $55,000.

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.

LandBridge Company Profile

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.