Insider Trading March 10, 2026

Horizon Kinetics Records $527 Purchase of One Texas Pacific Land Share

Manager adds a single TPL share amid stretched valuation metrics and mixed quarterly results

By Hana Yamamoto TPL
Horizon Kinetics Records $527 Purchase of One Texas Pacific Land Share
TPL

Horizon Kinetics Asset Management LLC reported the acquisition of one share of Texas Pacific Land Corp on March 9, 2026, paying $527.22, according to a Form 4 filing. The transaction comes as the stock trades near a 52-week high and appears overvalued on certain metrics. Recent quarterly results modestly missed estimates while KeyBanc lifted its price target citing commercial opportunities on surface acreage and strength in the water business.

Key Points

  • Horizon Kinetics filed a Form 4 showing the purchase of 1 share of Texas Pacific Land on March 9, 2026 at $527.22; the firm now directly holds 3,469,111 shares.
  • Texas Pacific Land shares are trading near a 52-week high with an 88% year-to-date gain, but InvestingPro flags the stock as overvalued with a P/E of 75.62 and lists it among Most Overvalued stocks.
  • Quarterly results for Q4 2025 missed estimates modestly - EPS of $1.79 versus $1.83 forecast and revenue of $212 million versus $214 million expected - while KeyBanc raised its price target to $639, citing power generation, data center potential on surface acreage, and strength in the water business.

Horizon Kinetics Asset Management LLC, which holds roughly 10% of Texas Pacific Land Corp, purchased a single share of the companys common stock on March 9, 2026, the firm disclosed in a Form 4 filing with the Securities and Exchange Commission. The share was acquired at $527.22, producing a transaction value shown as $527 on the filing.

The small purchase occurred while Texas Pacific Land (NYSE: TPL) was trading near its 52-week high and had delivered an 88% year-to-date return. InvestingPros analysis cited in the filing places the stock on its Most Overvalued list, noting a price-to-earnings ratio of 75.62 at current price levels.

Following the reported trade, Horizon Kinetics is listed as directly owning 3,469,111 shares of Texas Pacific Land Corp. The InvestingPro service is also referenced as offering 19 additional exclusive tips about TPLs financial health and market position for subscribers seeking more in-depth data.


In corporate results disclosed for the fourth quarter of 2025, Texas Pacific Land reported earnings per share of $1.79, below the $1.83 that had been forecast. Quarterly revenue came in at $212 million, falling short of the $214 million expectation.

Separately, KeyBanc adjusted its outlook for Texas Pacific Land by raising its price target to $639 from $350 while maintaining an Overweight rating. The research note attributed the change to notable developments in power generation and data center opportunities tied to the companys surface acreage, and it also highlighted favorable trends in the firms water segment.

KeyBancs update additionally noted growing investor interest, with inquiries coming from a range of registered investment funds and generalist investors. Those developments have prompted clients to request further information about Texas Pacific Lands various business segments.


All filings and figures referenced above were noted in the company and analyst disclosures cited in the Form 4 filing and related materials.

Risks

  • Valuation concern: InvestingPro classifies the stock as overvalued based on a P/E of 75.62, which may affect investor expectations and market volatility - impacts equity markets and investor allocation decisions.
  • Operational and financial surprises: Q4 2025 results slightly missed analyst forecasts on both EPS and revenue, creating uncertainty around near-term performance - impacts corporate earnings expectations and sector sentiment.
  • Concentration of investor interest: Increased inquiries from funds and generalist investors could raise share-price sensitivity to news flow and analyst revisions, potentially amplifying trading volatility - impacts institutional demand dynamics in the equity market.

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