Latest TPL news

5 Stocks I Want If Oil Hits $100

Seeking Alpha · Sun, 06 Sep 2026 07:30:00 -0400

Energy remains my top sector for 2026, with structural underweighting in the S&P 500 and compelling long-term rotation potential. Oil market dynamics are complex: inventory drawdowns, geopolitical risks, and inflation sensitivity create both upside and macroeconomic hazards. My preferred energy picks—TPL, VNOM, CNQ, CVX, and WBI—offer high margins, inflation protection, and resilience across oil price scenarios.

40% Of My Portfolio Is In Just 3 Stocks

Seeking Alpha · Fri, 04 Sep 2026 07:30:00 -0400

My portfolio is highly concentrated, with 40% in Old Dominion Freight Line, Texas Pacific Land, and LandBridge, reflecting high-conviction investing. ODFL offers unique LTL logistics, a pristine balance sheet, and real estate advantages, while TPL and LB provide exposure to Permian water, surface rights, and emerging AI data center trends. Both TPL and LB are shifting from traditional energy royalties to secular growth in water management and potential multi-decade data center cash flows, though execution risk remains.

Tethys Petroleum Press Release (TPL): Interim Results and Corporate Update

Newsfile Corp · Mon, 24 Aug 2026 17:22:42 -0400

Grand Cayman, Cayman Islands--(Newsfile Corp. - August 24, 2026) - Tethys Petroleum Limited (TSXV: TPL) ("Tethys" or the "Company") today announced that it has filed its interim results for the three months ended June 30, 2026 with the Canadian securities regulatory authorities comprising its Unaudited Financial Statements together with Management's Discussion and Analysis and other required forms. Copies of the filed documents may be obtained via SEDAR+ at www.sedarplus.ca or on Tethys' website at www.tethys-group.com.

Buy Texas Pacific Land - They're Not Making It Any More

Seeking Alpha · Thu, 20 Aug 2026 06:46:48 -0400

Texas Pacific Land Corporation delivered record Q2 2026 revenue, net income, and free cash flow, driven by robust oil, gas, and water royalties. A recent Texas moratorium on new data center grid connections threatens up to 20% of the U.S. pipeline, impacting land and infrastructure demand. The Company's strategic positioning in the Midland region and its water royalty and desalination operations provide diversified exposure to energy and data center trends.

Virtus Silvant Mid-Cap Growth Fund Q2 2026 Portfolio Update

Seeking Alpha · Thu, 13 Aug 2026 06:45:00 -0400

The Virtus Silvant Mid-Cap Growth Fund gained +22.77% for the quarter, compared to the Russell Midcap Growth Index's return of +14.55%. Sterling Infrastructure and Monolithic Power Systems were among the top stock contributors. Circle Internet Group and Texas Pacific Land were among the largest stock detractors.

Texas Pacific Land: Priced For Perfection

Seeking Alpha · Tue, 11 Aug 2026 15:06:24 -0400

Texas Pacific Land Corporation delivered a record quarter, but results were driven by a transitory oil price spike rather than sustainable volume growth. TPL maintains industry-leading margins, free cash flow, and return metrics, but its valuation is elevated with a GAAP P/E of 44.7 and EV/EBITDA of 32.28. The company is fully unhedged, highly sensitive to oil price swings, and concentrated in the Permian Basin, amplifying both upside and downside risks.

Texas Pacific Land Q2 Earnings Call Highlights

MarketBeat · Sun, 09 Aug 2026 07:04:55 -0400

Texas Pacific Land NYSE: TPL reported record quarterly revenue, net income and free cash flow for the second quarter of 2026, supported by higher oil and gas royalty production, produced-water royalty volumes and surface-related revenue.

Market information is provided for research and visualization and is not investment advice.