Texas Pacific Land’s Q4 2025 Earnings: What to Expect

Core Viewpoint - Texas Pacific Land Corporation (TPL) is a significant landowner in Texas, focusing on managing and monetizing land in the Permian Basin, with a market cap of $23.3 billion and diverse revenue streams [1] Financial Performance - Analysts anticipate TPL will report a Q4 profit of $1.73 per share, reflecting a 1.2% increase from $1.71 per share in the same quarter last year [2] - For fiscal 2025, TPL's EPS is expected to reach $6.92, a 5.3% increase from $6.57 in fiscal 2024, with a further projected growth of 13.2% to $7.83 in fiscal 2026 [3] Stock Performance - TPL's stock has decreased by 27.3% over the past year, underperforming the S&P 500 Index's 16.9% gains and the S&P 500 Energy Sector SPDR's 2.3% returns during the same period [4] - On December 17, TPL's shares surged over 7% after announcing a deal with Bolt Data & Energy to develop data center facilities on its West Texas land, indicating potential growth beyond energy [5] Analyst Ratings - The consensus opinion on TPL stock is moderately bullish, with a "Moderate Buy" rating; two out of three analysts recommend "Strong Buy," while one suggests a "Hold" rating [6] - TPL currently trades above the mean price target of $316.11, with the highest target price indicating a potential upside of 14.6% from current market prices [6]