Insider Trading January 26, 2026

Horizon Kinetics Records One-Share Purchase of Texas Pacific Land at $350

Minor transaction by a major holder coincides with recent earnings miss and a strategic data-center partnership for TPL

By Maya Rios TPL
Horizon Kinetics Records One-Share Purchase of Texas Pacific Land at $350
TPL

Horizon Kinetics Asset Management LLC, a roughly 10% holder of Texas Pacific Land Corp (TPL), reported buying a single share of TPL common stock on January 23, 2026 at $350.06. The trade increased its direct stake to 3,487,698 shares in the company, which has a market capitalization of $23.68 billion. The move comes as TPL's shares trade near $343.20 and after a quarter that missed analyst forecasts and the announcement of a data-center partnership and a three-for-one stock split effective December 22, 2025.

Key Points

  • Horizon Kinetics Asset Management LLC, a ten percent owner of Texas Pacific Land Corp, reported purchasing 1 share of TPL common stock on January 23, 2026 at $350.06; total value recorded as $350.
  • After the transaction, Horizon Kinetics directly owns 3,487,698 shares in Texas Pacific Land, a company with a stated market cap of $23.68 billion and a current trading price of $343.20.
  • Recent corporate developments for TPL include a third-quarter 2025 earnings miss, a strategic partnership with Bolt Data & Energy (with Bolt co-founded by former Google CEO Eric Schmidt), a $50 million investment by TPL in Bolt, and a three-for-one stock split effective December 22, 2025.

Transaction details

Horizon Kinetics Asset Management LLC, identified as a ten percent owner of Texas Pacific Land Corp (NYSE: TPL), filed notice that it purchased a single share of the company’s common stock on January 23, 2026. The filing lists the per-share price of the trade at $350.06, and it records the total value of the transaction as $350.

Following this acquisition, Horizon Kinetics directly holds 3,487,698 shares of Texas Pacific Land Corp. At the time of the filing, Texas Pacific Land’s market capitalization is stated as $23.68 billion, and the company’s shares were trading at $343.20.


Company financial profile and valuation notes

Texas Pacific Land is highlighted in the filing and related analysis for several financial attributes. The company reports gross profit margins of 94.13% and has paid dividends for 12 consecutive years. An InvestingPro assessment cited in the filing indicates the stock is trading above its Fair Value and carries a relatively high price-to-earnings ratio of 49.83. The filing also notes that a Pro Research Report for TPL is available alongside coverage of over 1,400 other U.S. equities on InvestingPro.


Recent operational and corporate developments

Texas Pacific Land’s third-quarter 2025 results are also summarized in the filing. The company reported earnings per share of $5.27, which missed expectations of $5.69, and revenue of $203 million, short of an anticipated $210 million.

In a strategic move described in the filing, Texas Pacific Land entered a partnership with Bolt Data & Energy to develop large-scale data center campuses on land the company owns. The filing states Bolt was co-founded by former Google CEO Eric Schmidt and that Bolt has raised $150 million. Texas Pacific Land has invested $50 million in the effort. Under the agreement, Texas Pacific Land receives an equity interest, warrants, and a right of first refusal to supply water to projects affiliated with Bolt.

The filing also confirms that the previously announced three-for-one stock split for Texas Pacific Land took effect on December 22, 2025. Separately, KeyBanc has initiated coverage of Texas Pacific Land Trust with an Overweight rating, citing the company’s substantial land and royalty interests in Texas.


Context and what the filing shows

The one-share purchase by Horizon Kinetics is recorded against the backdrop of the company’s larger, already material position in Texas Pacific Land. The filing brings together recent operational updates, valuation commentary, and institutional coverage notes in a single disclosure.

Because the filing contains discrete financial figures, transaction details, and summaries of corporate actions, it serves as a compact summary of recent activity and metrics related to Texas Pacific Land. The filing does not offer additional commentary on strategy or outlook beyond the items described.

Risks

  • Earnings and revenue shortfall - Texas Pacific Land reported Q3 2025 EPS of $5.27 and revenue of $203 million, missing analyst expectations of $5.69 and $210 million respectively; this can affect investor sentiment in the equities market and may influence valuations for land- and royalty-focused firms.
  • Valuation premium - InvestingPro analysis cited in the filing indicates TPL is trading above its Fair Value with a high P/E ratio of 49.83, which introduces valuation risk for equity investors seeking relative value in the real assets and utilities-related sectors.
  • Concentration and transaction visibility - While Horizon Kinetics is a substantial stakeholder, the reported purchase was for a single share; the disclosure shows position size but does not provide directional insight, leaving uncertainty about future insider buying or selling activity that could affect market perception.

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