Recent 8-K filings for TPL

• May 18, 2026, 8:01 AM ET other material materiality 0.20 neutral item 7.01item 9.01

  TPL furnishes investor presentation for May 2026 Investor Day; no specific financial updates disclosed in filing excerpt

  Presentation furnished as Exhibit 99.1, titled 'TPL Midland Day Investor Presentation' dated May 2026.

• May 6, 2026, 7:59 PM ET earnings materiality 0.75 positive item 1.01item 2.02item 5.02item 7.01item 9.01

  TPL Q1 record net income $142.9M; appoints Hor. Kinetics co-CEO to board

  Diluted EPS $2.07, total revenue $236.8M (record), Adj. EBITDA $181.4M, free cash flow $136.4M.

• April 9, 2026, 7:59 PM ET leadership materiality 0.60 negative item 7.01item 9.01

  TPL director Murray Stahl, CEO of largest shareholder Horizon Kinetics, passes away

  Murray Stahl, TPL board member since joining, passed away on April 9, 2026.

• February 18, 2026, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 7.01item 9.01

  TPL reports record FY2025 revenue $798M, net income $481M; dividend raised 12.5%

  Q4 net income $123.3M ($1.79 diluted EPS); adjusted EBITDA $178.1M; free cash flow $118.9M.

• December 17, 2025, 6:59 PM ET other material materiality 0.75 positive item 7.01item 9.01

  TPL invests $50M in Bolt data center venture; Eric Schmidt co-founded Bolt

  TPL invested $50M as part of Bolt's $150M capital raise; receives equity, warrants, and water ROFR.

• December 2, 2025, 6:59 PM ET other material materiality 0.40 neutral item 5.03item 7.01item 9.01

  Texas Pacific Land announces 3-for-1 stock split effective Dec 22, 2025

  Record date Dec 12, 2025; shares distributed Dec 22; split-adjusted trading begins Dec 23.

• November 12, 2025, 6:59 PM ET other material materiality 0.15 positive item 5.07

  TPL shareholders re-elect all 9 directors; reject special meeting threshold reduction

  All 9 director nominees elected (highest vote: Robert Roosa, 13.8M; lowest: Donald G. Cook, 12.3M).

• November 5, 2025, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 7.01item 9.01

  Texas Pacific Land Q3 net income $121.2M ($5.27/diluted); record water segment revenues; $505M asset acquisitions

  Q3 2025 net income $121.2M ($5.27 diluted EPS) vs. $116.1M in Q2 2025; record water segment revenues $80.8M.

• October 27, 2025, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 2.03item 7.01item 9.01

  Texas Pacific Land completes $500M inaugural revolving credit facility

  Credit facility of $500M, oversubscribed with twelve banks, matures Oct 23, 2029.

• August 27, 2025, 7:59 PM ET leadership materiality 0.25 neutral item 5.02

  Director Eric L. Oliver to not stand for reelection; board size reduced to 9

  Eric L. Oliver notified the Board on August 26, 2025 he will not stand for reelection at the 2025 annual meeting.

• August 14, 2025, 7:59 PM ET other material materiality 0.25 neutral item 7.01item 9.01

  Texas Pacific Land Corp. announces dual listing on NYSE Texas, effective August 15, 2025

  Dual listing on NYSE Texas, effective August 15, 2025, under same ticker TPL; primary NYSE listing unchanged.

• August 8, 2025, 7:59 PM ET other material materiality 0.40 neutral item 5.03item 9.01

  Texas Pacific Land adopts proxy access bylaw allowing 3% holders to nominate directors

  Proxy access permits stockholder(s) with ≥3% ownership for ≥3 years to nominate up to 2 or 25% of board (greater).

• August 6, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  TPL reports record Q2 2025; oil & gas royalty production 33.2 kboe/d, net income $116.1M

  Record oil and gas royalty production of 33.2 kboe/d, record SLEM revenue $36.2M, record produced water royalties $30.7M.

• May 7, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01

  TPL Q1 2025: record oil/royalty production 31.1 MBoe/d, revenue $196M, net income $120.7M

  Oil and gas royalty production of 31.1 thousand Boe/d, a Company record, vs 29.1 in Q4 2024 and 24.8 in Q1 2024.

• February 19, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  TPL Q4 record royalty production 29.1K Boe/d; net income $118.4M, EPS $5.14

  Full-year net income $454.0M ($19.72/diluted); revenues $705.8M, up 11.7%.

• November 12, 2024, 6:59 PM ET other material materiality 0.50 neutral item 5.03item 5.07item 9.01

  TPL shareholders approve special meeting right for 25% holders; board adopts new bylaws

  Charter amendment approved (14,019,079 for, 234,340 against); effective Nov 12, 2024.

• November 6, 2024, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01

  TPL Q3 net income $106.6M; raises quarterly dividend 37% to $1.60/share

  Net income $106.6M ($4.63 diluted EPS); total revenue $173.6M; royalty production 28.3 MBoe/d (record).

• October 2, 2024, 7:59 PM ET M&A materiality 0.75 positive item 7.01item 9.01

  TPL closes $286M acquisition of 7,490 net royalty acres in Midland Basin

  $286M cash for ~7,490 NRA primarily in Midland Basin; over 80% adjacent or overlapping existing TPL assets.

• August 27, 2024, 7:59 PM ET M&A materiality 0.75 positive item 7.01item 8.01item 9.01

  Texas Pacific Land acquires Permian mineral and surface assets for $169M cash

  Acquired 4,106 net royalty acres in Culberson County, TX (Delaware Basin) leased to Coterra Energy.

• August 7, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  TPL Q2 net income $114.6M, record water segment revenue $68.3M; special dividend $10/share paid

  Q2 net income $114.6M ($4.98 diluted EPS) on revenues of $172.3M; Adj. EBITDA $153.2M, FCF $116.0M.

• June 13, 2024, 7:59 PM ET dividend materiality 0.75 positive item 8.01item 9.01

  TPL declares $10 special dividend, sets $700M cash target for capital allocation

  $10.00 per share special dividend, largest in TPL history; payable July 15, record July 1.

• May 24, 2024, 7:59 PM ET other materiality 0.15 neutral item 5.03item 9.01

  Texas Pacific Land adopts amended bylaws on universal proxy rules and stockholder nominations

  Second Amended and Restated Bylaws effective May 22, 2024, address Rule 14a-19 Universal Proxy Rules.

• May 8, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  TPL Q1 net income $114.4M, EPS $4.97; record water revenue $62.7M; desalination pilot

  Net income $114.4M ($4.97 diluted EPS) on revenue $174.1M; record water segment revenue $62.7M.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.75 · Most common event earnings

14 positive 1 negative 8 neutral

source · TPL on sec.gov