Recent 8-K filings for TPL

• August 5, 2026, 4:16 PM ET earnings materiality 0.85 positive item 2.02item 7.01item 9.01

  TPL Q2 2026: record net income $153.9M, revenue $246.1M, EPS $2.23

  Record net income of $153.9M ($2.23 diluted EPS) vs $142.9M Q1 2026; revenue $246.1M vs $236.8M Q1.

• June 23, 2026, 4:16 PM ET other material materiality 0.70 positive item 7.01item 9.01

  Texas Pacific Land to provide land & water solutions to Chevron for large-scale power project

  Agreement with Chevron U.S.A. Inc. for land & brackish water resources for Project Kilby in Reeves County, TX, supporting a data center power facility.

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

  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.

• 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 ◈ Debt Financings

  Texas Pacific Land completes $500M inaugural revolving credit facility

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

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

  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.

• February 21, 2024, 6:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01 ◈ Earnings Releases ×2

  TPL Q4 net income $113.1M ($14.73 EPS); revenue $166.7M; dividend raised to $3.50

  Q4 2023 net income $113.1M ($14.73 diluted EPS) vs $99.7M in Q4 2022; revenue $166.7M (up 9.2% YoY).

• December 4, 2023, 6:59 PM ET litigation materiality 0.70 positive item 7.01item 9.01

  Delaware Chancery Court rules for Texas Pacific Land in shareholder vote dispute; stock split planned

  Court ruled Horizon Kinetics/SoftVest must vote with board on Proposal 4, deeming their shares voted in favor.

• November 1, 2023, 7:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01 ◈ Earnings Releases ×2

  Texas Pacific Land Q3 net income $105.6M, down 18.6% YoY; revenue $158M

  Diluted EPS of $13.74 vs $16.95 a year ago; net income fell from $129.8M.

• August 2, 2023, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01 ◈ Earnings Releases ×2

  TPL Q2 net income falls to $100.4M from $118.9M; royalty production hits record 24.9K boe/d

  Net income $100.4M ($13.06 basic EPS), revenue $160.6M; prior Q2 net income $118.9M, revenue $176.3M.

• August 1, 2023, 7:59 PM ET other material materiality 0.70 neutral item 1.01item 5.02item 7.01item 9.01 ◈ executive_change ×2

  TPL reaches cooperation agreement with Horizon/SoftVest; two directors to retire

  Cooperation agreement with Horizon Kinetics and SoftVest; will nominate Marguerite Woung-Chapman, Murray Stahl, and Rob Roosa for 2023 annual meeting.

• May 18, 2023, 7:59 PM ET litigation materiality 0.60 negative item 5.07item 9.01 ◈ Shareholder Votes

  Texas Pacific Land's proposal to increase authorized shares fails; litigation with Horizon Kinetics continues

  Proposal 4 to increase authorized shares from 7,756,156 to 46,536,936 received 2,518,781 For, 4,158,907 Against, 34,090 Abstain.

• May 3, 2023, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01 ◈ Earnings Releases

  Texas Pacific Land Q1 net income $86.6M ($11.25 EPS) vs $97.9M prior year; revenues $146.4M

  Net income $86.6M (EPS $11.25 basic, $11.24 diluted) down from $97.9M in Q1 2022.

• February 22, 2023, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases ×2

  Texas Pacific Land Q4 net income $99.7M, EPS $12.95; full-year record; dividend raised to $3.25

  Q4 net income $99.7M ($12.95 EPS) vs $79.0M in Q4 2021; revenues $152.7M.

• November 2, 2022, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases ×2

  TPL Q3 net income $129.8M, revenues $191.1M; declares $3.00 dividend, new $250M buyback

  Net income $129.8M ($16.83 per share) vs $83.8M YoY, +54.9%.

• August 3, 2022, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Texas Pacific Land Q2 net income $118.9M, revenue $176.3M, up 108% YoY

  Net income $118.9M ($15.37 EPS) vs $57.0M in Q2 2021, up 108.4%.

• May 4, 2022, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  TPL Q1 net income $97.9M, special dividend $20/share declared

  Net income $97.9M ($12.65 EPS), up 95.6% YoY; revenue $147.3M, up 63.2M.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.62 · Most common event earnings

22 positive 3 negative 25 neutral

source · TPL on sec.gov