Company Overview
Permian Basin Royalty Trust holds royalty interests in various oil and gas properties in the United States. The company holds a 75% net overriding royalty interest in the Waddell Ranch properties located in Crane County, Texas, as well as a 95% net overriding royalty interest in the Texas Royalty properties located in 33 counties across Texas. Its Texas Royalty properties comprise approximately 125 separate royalty interests containing approximately 51,000 net producing acres. The company was founded in 1980 and is based in Dallas, Texas.
Why Investors Should Care
Maintains a net profit margin of 91.6%.
Recent Developments
- Dec 2025 Revenue of $16.13M (-40.5% YoY); net profit $14.30M.
- Trailing 12 Months Year-on-year growth — revenue +34.4%, earnings +61.5%.
- 5-Year Trend Long-term compounding — revenue CAGR -33.3%, profit CAGR -35.6%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | -33.35% |
| 1 Year: | 34.40% |
Compounded Profit Growth
| 5 Years: | -35.60% |
| 1 Year: | 61.50% |
Stock Price Performance
| 1 Year: | +115.52% |
| 6 Months: | +52.36% |
| 3 Months: | +22.27% |
| 1 Month: | -0.12% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMABelow
- Price vs 200-DMAAbove
- RSI (14)49.88 · Neutral
P/E of 96.23 is above the sector median of 15.62 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Excellent profit margin of 91.6%.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
- Trading at a high P/E of 96.2.
- Revenue declined at -33.3% CAGR over 5 years.
- Earnings shrank at -35.6% CAGR over 5 years.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Energy).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | PBT Permian Basin Royalty Trust | 33.68 | 96.23 | $1.57B | 0.74% | - | - | -33.35% | -35.60% |
| 2 | XOM ExxonMobil Holdings Corporation SPXR3K | 183.21 | 23.58 | $753.34B | 2.52% | 9.01% | 12.58% | 0.48% | -1.99% |
| 3 | CVX Chevron Corporation SPXR3K | 233.21 | 22.45 | $457.47B | 3.47% | - | 12.23% | -1.00% | -2.30% |
| 4 | TTE TotalEnergies SE | 92.78 | 11.61 | $204.95B | 4.63% | 10.04% | 14.48% | -11.53% | -13.84% |
| 5 | COP ConocoPhillips SPXR3K | 150.80 | 19.97 | $181.16B | 2.59% | 10.31% | 14.18% | -9.11% | -24.66% |
| 6 | MPC Marathon Petroleum Corporation SPXR3K | 457.22 | 15.86 | $133.48B | 0.95% | 12.90% | 42.10% | 6.91% | 14.73% |
| 7 | BP BP p.l.c. | 51.32 | 25.03 | $132.18B | 4.35% | 7.99% | 8.87% | -7.78% | - |
| 8 | VLO Valero Energy Corporation SPXR3K | 419.28 | 17.49 | $120.72B | 1.16% | 9.83% | 27.64% | 6.23% | -4.61% |
| 9 | EQNR Equinor ASA | 48.82 | 13.34 | $115.66B | 3.63% | 24.50% | 21.27% | -10.78% | -44.02% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|
| Revenue | - | 3.11M | 7.27M | 2.68M | 3.57M | 4.18M |
| Cost of Revenue | - | - | - | - | - | - |
| Gross Profit | - | - | - | - | - | - |
| Operating Expenses | - | 708.38K | 411.63K | 232.88K | 541.16K | 304.57K |
| Operating Income | - | 2.40M | 6.86M | 2.44M | 3.03M | 3.87M |
| EBITDA | - | 2.40M | 6.86M | 2.44M | 3.03M | 3.87M |
| Interest Expense | - | - | - | - | - | - |
| Pretax Income | - | 2.40M | 6.86M | 2.44M | 3.03M | 3.87M |
| Tax Provision | - | - | - | - | - | - |
| Net Income | - | 2.40M | 6.86M | 2.44M | 3.03M | 3.87M |
| Diluted EPS | 0.06 | 0.05 | 0.15 | - | 0.06 | 0.08 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Revenue | 54.47M | 29.10M | 27.11M | 16.13M |
| Cost of Revenue | - | - | - | - |
| Gross Profit | - | - | - | - |
| Operating Expenses | 922.40K | 1.12M | 1.70M | 1.83M |
| Operating Income | 53.54M | 27.98M | 25.42M | 14.30M |
| EBITDA | 53.54M | 27.98M | 25.42M | 14.30M |
| Interest Expense | - | - | - | - |
| Pretax Income | 53.54M | 27.98M | 25.42M | 14.30M |
| Tax Provision | - | - | - | - |
| Net Income | 53.54M | 27.98M | 25.42M | 14.30M |
| Diluted EPS | 1.15 | 0.60 | 0.55 | 0.31 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Total Assets | - | 3.13M | 6.27M | 2.29M | 1.88M |
| Current Assets | - | 2.86M | 6.05M | 2.12M | 1.72M |
| Cash & Equivalents | - | 2.86M | 6.05M | 2.12M | 1.72M |
| Inventory | - | - | - | - | - |
| Receivables | - | - | - | - | - |
| Total Liabilities | - | 2.86M | 6.05M | 2.12M | 1.72M |
| Current Liabilities | - | 1.76M | 4.95M | 1.02M | 615.17K |
| Long Term Debt | - | - | - | - | - |
| Total Debt | - | - | - | - | - |
| Total Equity | - | 279.43K | 221.47K | 164.41K | 162.57K |
| Shares Outstanding | - | 46.61M | 46.61M | 46.61M | 46.61M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Gross Margin % | - | - | - | - |
| Operating Margin % | 98.3% | 96.2% | 93.7% | 88.7% |
| Net Margin % | 98.3% | 96.2% | 93.7% | 88.7% |
| ROE % | 19,161.6% | 12,632.9% | 15,458.8% | 8,796.5% |
| ROCE % | 3,881.6% | 2,117.2% | 2,010.1% | 1,132.6% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Horizon Kinetics Asset Management LLC | 14.44% | 6.73M | $234.58M |
| 2 | SoftVest Advisors, LLC | 13.34% | 6.22M | $216.73M |
| 3 | Mad River Investors | 2.16% | 1.01M | $35.04M |
| 4 | Schwartz Investment Counsel, Inc. | 2.00% | 933.72K | $32.55M |
| 5 | Foundation Resource Management Inc | 1.34% | 626.33K | $21.83M |
| 6 | Moors & Cabot, Inc. | 1.22% | 570.16K | $19.88M |
| 7 | Commonwealth Equity Services, LLC | 0.91% | 424.23K | $14.79M |
| 8 | HRT Financial LP | 0.59% | 276.00K | $9.62M |
| 9 | Advisory Services Network, LLC | 0.54% | 249.59K | $8.70M |
| 10 | Wells Fargo & Company | 0.47% | 219.72K | $7.66M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for PBT
Permian Basin Royalty Trust (PBT) Stock May Be Above Fair Value On Earnings - Yahoo Finance
<a href="https://news.google.com/rss/articles/CBMinAFBVV95cUxPS2hMSjljZ3c5VEZTQWJqMms0NWVaY0VNX0tLdmNyMzd2ckxQMW8zaTRrbWhnOUNrSFZqeHluMEFWemVLbW12OEo1WXNsenJrME5vc2NOb1NrdlV1ODZ0dEh3VXp1ZlFkLWt6eVJxNDBXODNBS1VjeVpzR3dKdEV1elFlZHBvaTVmQ3hpeE…
Holders of over 15% of Permian Basin Royalty Trust's units request a vote on a proposed deal - Stock Titan
<a href="https://news.google.com/rss/articles/CBMivAFBVV95cUxOS2RHeUtFOWNEcDBuT1dISHNSSC1KQUVxWUI2VUttUWwxUTBQeXk5WWFtbllUblFBUTEtT2lYSUJmSVByNmxyLWZqcXdoQnpWb243WkxYUWhPSjZqdFNuZmhPVW00ZGJDZm9qdURNZjduZDNZNGMwckl5WUhuT3dCakdEdVlLX0oxdmNKcz…
PERMIAN BASIN ROYALTY TRUST ANNOUNCES RECORD DATE AND MEETING DATE FOR SPECIAL MEETING TO CONSIDER SOFTVEST PROPOSALS - Yahoo Finance
<a href="https://news.google.com/rss/articles/CBMipAFBVV95cUxQa1lGQlllYm9iQXJ0bGtLOGtrNHNmWHpvXy00eFVjUjdzSkZ3Z3JyMjlGZnhPWk4zZXJhNjdYVG50RnQ4LTBUVXI5c20xOTVXT05JaENqekpXNHQtWlpwZF9zTVBBZFQ2Wk5mVU8wbzFnRk02QVd0dGJlQkFVVHBwaC1tS0hIWGNFR25CR0…
Permian Basin Royalty Trust (PBT) Stock Up 3.7% but GF Value Says Overvalued -- GF Score: 66/100 - GuruFocus
<a href="https://news.google.com/rss/articles/CBMixAFBVV95cUxOV3haQ0U3SjRmSC1wOGpSX2lEai1qU1RicEZYNVg2Z0xzZVU3Ujg0N05GWVBxczJ5WVZiZktIT0RsN1ZNVXFDSkJUOU5YWjdPNzhqOEZnamt6bmltdHFhczFxVF9jQmxtTnJKeEJkdzFZNm1CSHQtYkI4TXhQNHY1Vmp2TlZCbFdSN0xtU2…
Permian Basin Royalty Trust declares USD 0.045191 payout for PBT stock - AD HOC NEWS
<a href="https://news.google.com/rss/articles/CBMiyAFBVV95cUxOQXNFN1ByOUd2VzZyRkJ1VzlmWms0Uno3ZGEtV0pKY09TR05kNlZ0SVgxaWJCaEhWaVQwaFhjV2xLb0ZwVzhCenByZ1ZZc2Q3NnJGNlBHTTd0dGhYNllmNEZiaTUxWWdETm9UV0Iwb01PS3BOeWxKY3RkV1I3NXVQemk4NWhKQ3JtNHdkU0…
A $2.1 million payment is set, but Waddell Ranch costs exceeded its proceeds. - Stock Titan
<a href="https://news.google.com/rss/articles/CBMivgFBVV95cUxQZ1JfaHltaXNWeUJPU2huU3doTEllLVY1UzVVUmRIQVJVVUlNRTFHSnU4WV8wMXBTYmJWMWg5cWxBRFo3bTdCbWw2Mno5b2FGcVV2NFA4VDloUU1WMW5mUW1wX3gxa2NmRkl3Q2dJdkwxaVFhMlRvQ0VfM3QwN2ZYRURQb0hsbVFhdXpneW…
PBT — Frequently Asked Questions
What is the current share price of Permian Basin Royalty Trust (PBT)?
As of 2026-10-23 16:27 PDT, Permian Basin Royalty Trust (PBT) trades at $33.68 on NYSE. Its 52-week range is $14.72 to $36.09.
What is the market capitalisation of PBT?
Permian Basin Royalty Trust (PBT) has a market capitalisation of $1.57B on NYSE.
What is the P/E ratio of PBT?
PBT trades at a trailing price-to-earnings (P/E) ratio of 96.23. The industry average P/E is 15.62. Its price-to-book (P/B) ratio is 10,523.33.
Does PBT pay a dividend?
Permian Basin Royalty Trust (PBT) currently offers a dividend yield of 0.74%.
Is PBT a good stock to buy?
This page provides a data-driven analysis of Permian Basin Royalty Trust (PBT), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.