Insider Trading February 20, 2026

Horizon Kinetics Records One-Share Purchase of Texas Pacific Land Amid Mixed Signals on Valuation and Earnings

Small insider buy reported as TPL’s shares climb, while quarterly results fall short of expectations and valuation metrics draw scrutiny

By Avery Klein TPL
Horizon Kinetics Records One-Share Purchase of Texas Pacific Land Amid Mixed Signals on Valuation and Earnings
TPL

Horizon Kinetics Asset Management LLC, a reported 10% holder of Texas Pacific Land Corp (NYSE: TPL), filed a Form 4 showing the purchase of a single share on February 19, 2026 at $469.18. The company’s stock has since traded at $500.90 and is cited as trading roughly 1% below a stated 52-week high of $491.40, with a 69% year-to-date gain. Separately, TPL’s fourth-quarter 2025 results missed analyst projections on both EPS and revenue, and InvestingPro analysis indicates the stock appears overvalued relative to its Fair Value estimate.

Key Points

  • Horizon Kinetics filed a Form 4 showing the purchase of 1 share of Texas Pacific Land on February 19, 2026 at $469.18; the firm is a reported 10% owner of TPL and now directly holds 3,479,376 shares.
  • TPL’s share price is cited at $500.90 and described as roughly 1% below a stated 52-week high of $491.40, with a 69% year-to-date gain; InvestingPro analysis flags the stock as appearing overvalued relative to its Fair Value estimate.
  • Texas Pacific Land’s Q4 2025 results missed analyst expectations, with EPS of $1.79 versus an expected $1.83 and revenue of $212 million versus an expected $214 million.

Horizon Kinetics Asset Management LLC, identified in regulatory filings as owning roughly ten percent of Texas Pacific Land Corp (NYSE: TPL), reported buying a single share of the company on February 19, 2026. The purchase, disclosed on a Form 4 filed with the Securities and Exchange Commission, lists the per-share price at $469.18 and the aggregate transaction value at $469.

According to market data cited alongside the filing, TPL’s stock has since moved to $500.90, a level the report notes as trading about 1% below a cited 52-week high of $491.40. Year-to-date performance for the share price is listed at a 69% gain.

Following the lone-share acquisition, Horizon Kinetics is reported to directly hold 3,479,376 common shares of Texas Pacific Land Corp. Third-party analysis referenced in the filing indicates that, at current market levels, TPL appears overvalued relative to its Fair Value estimate. The analysis is available through a Pro Research Report that covers this security along with more than 1,400 additional U.S. equities.


Separately from the filing and valuation commentary, Texas Pacific Land Corporation released its fourth-quarter 2025 financial results. The company reported earnings per share of $1.79, below the analyst consensus of $1.83. Quarterly revenue came in at $212 million, narrowly missing the $214 million figure analysts had expected.

The quarter’s results and the InvestingPro valuation assessment are highlighted as focal points for investors. The report notes there were no announced mergers or acquisitions involving TPL during the period in question. Additionally, there have been no recent analyst upgrades or downgrades reported for the company’s stock. Market participants remain attentive to the company’s financial performance following the earnings shortfall.

Where available, investors can consult the referenced Pro Research Report for further valuation metrics and expanded analysis specific to TPL and other covered equities.

Risks

  • Valuation risk - InvestingPro analysis indicates TPL appears overvalued at current market levels relative to its Fair Value estimate, which may affect equity performance.
  • Earnings risk - The company’s fourth-quarter 2025 results missed analyst expectations on both EPS and revenue, creating near-term uncertainty around financial momentum.
  • Information and coverage risk - There were no reported mergers or acquisitions and no recent analyst upgrades or downgrades, leaving investors to weigh limited fresh catalysts while assessing the stock.

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