TPL

Record royalty production and rising water disposal demand may boost TPL's Q3 results, but weaker water sales could offset some gains.

Texas Pacific Land (TPL) has drawn fresh attention after recent trading left the stock roughly flat over the past month while still delivering a gain over the past year and a much stronger move across three years.

TPL's $42.5 million land sale, long-term payments and exclusive water rights offer fresh revenue potential as the company explores opportunities beyond oilfields.

Texas Pacific Land's record royalty production, surging oil revenues and expanding water business offer growth potential, but commodity risks and a premium valuation cloud its outlook.

Texas Pacific Land's record royalty output, expanding water operations and robust earnings growth fuel optimism, but rising costs and commodity risks warrant caution.

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Texas Pacific Land Corporation is set to report its Q3 results soon.

Shares of Texas Pacific Land (TPL) currently trade at 44.7 times the company's earnings over the past twelve months. That compares with a multiple of 22.9 for the S&P 500.

Over the past six months, Texas Pacific Land’s shares (currently trading at $362) have posted a disappointing 13.1% loss, well below the S&P 500’s 12.8% gain. This might have investors contemplating their next move.

During the October 2 episode of Mad Money, a caller asked whether Texas Pacific Land Corporation (NYSE:TPL) was a buy, sell or hold after its performance in 2025 and continued progress this year.