Insider Trading February 19, 2026

Horizon Kinetics Records One-Share Purchase of Texas Pacific Land; Q4 Results Fall Slightly Short

Small reported buy from a major holder accompanies modest misses on earnings and revenue for TPL's Q4 2025

By Maya Rios TPL
Horizon Kinetics Records One-Share Purchase of Texas Pacific Land; Q4 Results Fall Slightly Short
TPL

Horizon Kinetics Asset Management LLC, which holds roughly 10% of Texas Pacific Land Corp (TPL), reported buying a single share of common stock on February 18, 2026, at $435.13. Following the trade the firm directly owns 3,479,375 shares. Separately, Texas Pacific Land reported fourth-quarter 2025 results with EPS of $1.79 and revenue of $212 million, both slightly below analyst projections.

Key Points

  • Horizon Kinetics Asset Management LLC, a roughly 10% owner of TPL, reported buying 1 share at $435.13 on February 18, 2026; after the trade it directly holds 3,479,375 shares.
  • Texas Pacific Land reported Q4 2025 EPS of $1.79 and revenue of $212 million, both marginally below analyst expectations of $1.83 and $214 million respectively.
  • The earnings release has prompted investor and analyst attention as stakeholders evaluate the company's recent financial performance.

Transaction details

Horizon Kinetics Asset Management LLC, identified as a ten percent owner of Texas Pacific Land Corp (NYSE: TPL), disclosed the purchase of one share of TPL common stock on February 18, 2026. The trade was executed at a price of $435.13, producing a total transaction value recorded as $435. After the transaction Horizon Kinetics Asset Management LLC directly holds 3,479,375 shares of Texas Pacific Land Corp.


Quarterly results in brief

In separate reporting, Texas Pacific Land Corporation released its financial results for the fourth quarter of 2025. The company reported earnings per share of $1.79, compared with a projected $1.83. Revenue for the quarter was reported at $212 million, versus an expected $214 million. Both figures were thus modestly below the forecasted benchmarks.


Market context and investor attention

Those quarterly results have been a focal point for investors and analysts, who routinely review such metrics to evaluate a company's near-term performance and outlook. The earnings and revenue misses have generated discussion among market participants, with the company's financial report serving as a central item for stakeholder assessment.


What the filings show and limitations

The regulatory filing documents the minute purchase by Horizon Kinetics alongside the firm's larger ownership stake in TPL. The company-level disclosures show the quarter's revenue and EPS outcomes and note that both fell short of consensus expectations. Beyond these figures, the reports do not supply additional detail in this release about drivers of the shortfalls or forward-looking guidance.


Takeaway

The public record contains two linked items: a one-share acquisition by a significant shareholder that leaves its aggregate holding unchanged in magnitude, and a quarterly financial report in which Texas Pacific Land fell slightly below analyst estimates on both EPS and revenue for Q4 2025. Market participants continue to weigh these data points as they assess the company's recent performance.

Risks

  • The significance of a single-share purchase by a major holder is not clear from the filing, limiting interpretation of insider intent - this affects investor sentiment and market assessment.
  • Quarterly EPS and revenue both missed analyst projections, introducing uncertainty about short-term financial performance and investor expectations.
  • Market reactions to the financial report may vary among participants as the available disclosures do not provide additional detail on drivers behind the misses.

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