Insider Trading February 13, 2026

Horizon Kinetics Adds One Share to Its Texas Pacific Land Stake; Company Advances Data Center Tie-Up and Stock Split Plans

Small insider purchase confirms position as strategic moves — including a Bolt partnership and two analyst actions — shape TPL's near-term narrative

By Sofia Navarro TPL
Horizon Kinetics Adds One Share to Its Texas Pacific Land Stake; Company Advances Data Center Tie-Up and Stock Split Plans
TPL

Horizon Kinetics Asset Management LLC, a reported ten percent holder of Texas Pacific Land Corp (NYSE: TPL), disclosed the purchase of a single common share on February 12, 2026, for $413.24. The transaction leaves the firm with 3,479,372 directly held shares. Separately, Texas Pacific Land announced a partnership with Bolt Data & Energy to develop data center campuses on West Texas acreage, funded in part by a $150 million Bolt raise and a $50 million investment from Texas Pacific Land. The company also set a three-for-one stock split effective December 22, 2025, with a December 12 record date. Two broker actions were noted: Texas Capital Securities reiterated a Buy rating with a $390 target, and KeyBanc initiated coverage with an Overweight rating and a $1,050 target.

Key Points

  • Horizon Kinetics Asset Management LLC purchased 1 share of Texas Pacific Land on February 12, 2026, at $413.24 and now directly owns 3,479,372 shares.
  • Texas Pacific Land entered a strategic partnership with Bolt Data & Energy to build large-scale data center campuses on West Texas lands; Bolt will raise $150 million and Texas Pacific Land will invest $50 million, receiving equity, warrants, and a right of first refusal to supply water to Bolt projects.
  • Analyst actions: Texas Capital Securities reiterated a Buy rating with a $390 target, and KeyBanc initiated coverage with an Overweight rating and a $1,050 target; the company also announced a three-for-one stock split effective December 22, 2025 (record date December 12).

Horizon Kinetics Asset Management LLC, which is reported to own roughly ten percent of Texas Pacific Land Corp (NYSE: TPL), recorded a nominal insider purchase on February 12, 2026, acquiring one share of common stock at a price of $413.24. The disclosed price implies a total outlay of $413 for the transaction. Following that filing, Horizon Kinetics directly holds 3,479,372 shares of Texas Pacific Land Corp.

The small-sized purchase leaves Horizon Kinetics as a significant shareholder by stake percentage, and its updated direct holding is now recorded at the figure above. The filing does not provide further detail on any broader change to the firm’s position beyond the single-share acquisition.


In complementary corporate developments, Texas Pacific Land has announced a strategic partnership with Bolt Data & Energy aimed at developing large-scale data center campuses across its West Texas land holdings. Under the terms disclosed, Bolt - co-founded by former Google CEO Eric Schmidt - is set to raise $150 million in capital, while Texas Pacific Land will invest $50 million.

As part of the arrangement, Texas Pacific Land will receive an equity interest in Bolt, warrants, and a contractual right of first refusal to provide water services to projects affiliated with Bolt. The announcement frames the partnership as an effort to leverage Texas Pacific Land’s land and water rights to support data center development on its acreage.

Separately from the transaction announcements, two broker-dealer actions were reported. Texas Capital Securities reiterated a Buy rating on Texas Pacific Land with a $390.00 price target, citing potential data center developments in collaboration with Alphabet’s Google. In addition, KeyBanc has initiated coverage on Texas Pacific Land Trust with an Overweight rating and a $1,050.00 price target, highlighting the company’s substantial land and royalty interests in Texas and noting revenue streams from oil, natural gas, and water royalties among other sources.

Texas Pacific Land also confirmed a three-for-one stock split, to take effect on December 22, 2025, with a shareholder record date of December 12. The company stated the split will increase the number of outstanding shares while not changing the aggregate market value of the company.

The filings and corporate disclosures described above were presented without additional commentary or forward-looking projections in the source documents.

Risks

  • The insider transaction reported was limited to one share and the filing provides no indication of larger buying or selling intentions, leaving uncertainty about management or major holder sentiment - relevant to investors watching insider activity.
  • The Bolt partnership involves capital commitments and operational arrangements (equity, warrants, right of first refusal for water supply) that carry execution risk tied to large-scale data center development on West Texas land - relevant to the data center and real assets sectors.
  • Analyst ratings and price targets differ considerably, reflecting diverging views on valuation and prospects; these differences introduce uncertainty for market expectations and could influence volatility in energy, water royalty, and real estate-related revenues.

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