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▲ 0.15 P/C ratio

Insider Activity— N/A

Analyst Consensus

Hold

3 analysts

Options Flow (P/C)

0.15

More calls — Bullish

2,416 calls · 370 puts

Avg Consensus PT

$367

+34.8%

Highest Price Target

$639

+134.6%

Keybanc

Lowest Price Target

$157

-42.3%

Stifel

Short Interest

8.9%

Rising — Bearish

Insider Activity (30d)

—

Short Interest — % of Float

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Feb 23, 2026	Keybanc	Tim Rezvan—	+134.6%	$350 → $639	Maintained	Overweight
Dec 2, 2025	Keybanc	Tim Rezvan—	+28.5%	$350	Initiate	Overweight
Aug 12, 2024	BWS Financial	Hamed Khorsand—	+12.2%	$306 → $306	Maintained	Buy
May 10, 2024	BWS Financial	Hamed Khorsand—	+12.2%	$306 → $306	Maintained	Buy
Apr 2, 2024	BWS Financial	Hamed Khorsand—	+12.2%	$306	Maintained	Buy
Jan 23, 2024	Stifel	Derrick Whitfield—	-42.3%	$173 → $157	Maintained	Hold
Nov 30, 2023	Stifel	Derrick Whitfield—	-36.4%	$179 → $173	Maintained	Hold