Texas Pacific Land Market Sentiment

Market sentiment signals for Texas Pacific Land (TPL): analyst consensus, short interest, options flow and insider activity.

Key Signals

Analyst Consensus— Hold

Short Interest▲ 8.9% short float

Options Flow▼ 6.83 P/C ratio

Insider Activity▲ Net Buyer (30d)

Analyst Consensus

Hold

3 analysts

Options Flow (P/C)

6.83

More puts — Bearish

46 calls · 314 puts

Avg Consensus PT

$367

+11.0%

Highest Price Target

$639

+93.2%

Keybanc

Lowest Price Target

$157

-52.5%

Stifel

Short Interest

8.9%

Declining — Bullish

Insider Activity (30d)

Net Buyer

Short Interest — % of Float

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Feb 23, 2026	Keybanc	Tim Rezvan—	+93.2%	$350 → $639	Maintained	Overweight
Dec 2, 2025	Keybanc	Tim Rezvan—	+5.8%	$350	Initiate	Overweight
Aug 12, 2024	BWS Financial	Hamed Khorsand—	-7.6%	$306 → $306	Maintained	Buy
May 10, 2024	BWS Financial	Hamed Khorsand—	-7.6%	$306 → $306	Maintained	Buy
Apr 2, 2024	BWS Financial	Hamed Khorsand—	-7.6%	$306	Maintained	Buy
Jan 23, 2024	Stifel	Derrick Whitfield—	-52.5%	$173 → $157	Maintained	Hold
Nov 30, 2023	Stifel	Derrick Whitfield—	-47.7%	$179 → $173	Maintained	Hold