Permian Basin Royalty Trust

$28.47 ▼ -2.3%
2026-06-06 09:56:00

Explore Permian Basin Royalty Trust stock price, valuation, financial statements, dividend history, analyst estimates, and long-term business fundamentals on StockSifting.

Market Cap
$1.36 B
Current Price
$28.47
52W High / Low
$32.25 / $10.8
Stock P/E
92.2
Book Value
$0
Dividend Yield
1.08%
ROCE
1132.63%
ROE
9061.74%
Face Value
EPS
$0.32
Exp Qtr EPS
Sector
Energy

PBT — Monthly Price History

Adjusted close price  ·  Hover to see price & month

Pros

  • Healthy return on equity.
  • Efficient use of capital employed.
  • Short-term liquidity looks comfortable.
  • Strong operating margin profile.
  • Net margin remains healthy.

Cons

  • Valuation is rich on a P/E basis.

Sift Stocks

S.No. Name Price P.E. Market Cap Div Yld % ROCE ROE 52Week High/ Low Book Value
1. Enbridge Inc. $56.31 24.93 $123.84 B 0.05% 5.84% 10.71% $80.65 / $59.68 $20.55
2. The Williams Companies, Inc. $71.96 31.39 $87.64 B 2.78% 8.4% 22% $80.08 / $55.82 $10.48
3. Enterprise Products Partners L.P. $37.81 13.99 $82.6 B 5.76% 10.61% 20.06% $40.16 / $30.01 $13.78
4. Kinder Morgan, Inc. $31.68 21.26 $70.48 B 3.75% 6.9% 10.69% $34.81 / $25.6 $14.01
5. TC Energy Corporation $68.68 27.83 $68.88 B 0.04% 6.22% 12.53% $98.62 / $63.34 $18.87
6. Targa Resources Corp. $264.09 26.92 $57.39 B 1.87% 15.37% 74.16% $280 / $144.14 $14.29
7. ONEOK, Inc. $88.25 15.88 $56.08 B 4.81% 9.66% 15.91% $96.07 / $64.02 $35.71

Quarterly Results

Figures shown in M / B

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
Sales2.68 M7.27 M3.11 M3.07 M3.82 M
Operating Profit2.44 M6.86 M2.4 M2.6 M3.43 M
Net Profit2.44 M6.86 M2.4 M2.6 M3.43 M
EPS in Rs0.050.150.050.060.070.17

Profit & Loss

Figures shown in M / B

2025202420232022
Sales16.13 M27.11 M29.1 M54.47 M
Operating Profit14.3 M25.42 M27.98 M53.54 M
Net Profit14.3 M25.42 M27.98 M53.54 M
EPS in Rs0.310.550.61.15

Balance Sheet

Figures shown in M / B

2025202420232022
Total Assets1.88 M2.29 M6.27 M3.13 M
Total Liabilities1.72 M2.12 M6.05 M2.86 M
Equity0.16 M0.16 M0.22 M0.28 M
Current Assets1.72 M2.12 M6.05 M2.86 M
Current Liabilities0.62 M1.02 M4.95 M1.76 M

Cash Flow

Last available yearly cash flow history

Operating CF
Investing CF
Financing CF
Free CF
Capex

5Y Margin & Growth History

Last 5 years of annual financial statement data.

2025202420232022
Revenue Growth %-40.52%-6.81%-46.58%
Earnings Growth %-43.73%-9.16%-47.75%
Profit Margin %88.67%93.73%96.16%98.31%
Operating Margin %88.67%93.73%96.16%98.31%
Gross Margin %
EBITDA Margin %88.67%93.73%96.16%98.31%

Dividend & Split History

Latest dividend payments and stock split events.

Dividend History

Ex DateDividend
2026-03-31$0.011
2026-02-27$0.014
2026-01-30$0.04
2025-12-31$0.013
2025-11-28$0.019
2025-10-31$0.02
2025-09-30$0.115
2025-08-29$0.016
2025-07-31$0.015
2025-06-30$0.013
2025-05-30$0.019
2025-04-30$0.02
2025-03-31$0.018
2025-02-28$0.017
2025-01-31$0.021
2024-12-31$0.022
2024-11-29$0.022
2024-10-31$0.03
2024-09-30$0.051
2024-08-30$0.052

Stock Splits

No stock split history available.

Shareholding Pattern

Shares and value shown in M / B

Holder Name Type Shares Value % Out Report Date
SPDR SERIES TRT-State Street SPDR SSGA US Small Cap Low Volatility Ind Mutual Fund 0.02 M $0.39 M 0% 2026-01-31
SoftVest Advisors, LLC Institutional 6.22 M $133.17 M 0.13% 2025-12-31
Horizon Kinetics Asset Management LLC Institutional 6.19 M $132.54 M 0.13% 2025-12-31
Listed Funds Trust-Horizon Kinetics Inflation Beneficiaries ETF Mutual Fund 1.7 M $36.44 M 0.04% 2025-12-31
Mad River Investors Institutional 0.99 M $21.14 M 0.02% 2025-12-31
Schwartz Investment Counsel, Inc. Institutional 0.97 M $20.72 M 0.02% 2025-12-31
Schwartz Investment Trust-Ave Maria Value Fund Mutual Fund 0.83 M $17.78 M 0.02% 2025-12-31
Foundation Resource Management Inc Institutional 0.64 M $13.76 M 0.01% 2025-12-31
Moors & Cabot, Inc. Institutional 0.59 M $12.55 M 0.01% 2025-12-31
Jane Street Group, LLC Institutional 0.37 M $7.89 M 0.01% 2025-12-31
Hosking Partners LLP Institutional 0.35 M $7.43 M 0.01% 2025-12-31
Commonwealth Equity Services, LLC Institutional 0.26 M $5.55 M 0.01% 2025-12-31
Advisory Services Network, LLC Institutional 0.25 M $5.28 M 0.01% 2025-12-31
Schwartz Investment Trust-Ave Maria Value Focused Fund Mutual Fund 0.13 M $2.86 M 0% 2025-12-31
Kinetics Portfolios Trust-Kinetics Market Opportunities Portfolio Mutual Fund 0.13 M $2.73 M 0% 2025-12-31

Frequently Asked Questions — Permian Basin Royalty Trust

Will Permian Basin Royalty Trust stock hit $34 in 2026?

Permian Basin Royalty Trust (PBT) is currently trading at $28.47, with a 52-week range of $10.8 to $32.25. Reaching the $34 level would represent a 20% gain from the current price — a target many investors consider when evaluating near-term upside potential.

Whether Permian Basin Royalty Trust can reach $34 in 2026 depends on several factors: revenue and earnings growth trajectory, broader market conditions, sector sentiment within the Energy space, and any company-specific catalysts such as product launches, earnings beats, or strategic announcements.

Historically, PBT has delivered a 53.2% CAGR over the past 5 years, which suggests the stock has demonstrated meaningful long-term growth momentum. However, past performance does not guarantee future results, and short-term price movements can be influenced by macroeconomic shifts, interest rate changes, and investor sentiment. Use the PBT Stock Return Calculator on StockSifting to model different growth scenarios and see how various CAGR assumptions translate to potential price targets. This content is for informational purposes only and does not constitute financial advice.

Is Permian Basin Royalty Trust stock worth buying at $28.47?

Whether Permian Basin Royalty Trust (PBT) is worth buying at $28.47 depends on your investment goals, time horizon, and risk tolerance. Here is a breakdown of the key metrics investors typically evaluate:

Valuation: Permian Basin Royalty Trust trades at a Price-to-Earnings (P/E) ratio of 92.2x, which can be compared against other Energy companies to assess whether the stock is expensive or attractively priced relative to its peers.

Profitability & efficiency: Permian Basin Royalty Trust has a Return on Capital Employed (ROCE) of 1132.6%, which indicates the business is generating strong returns on the capital it deploys — a hallmark of a high-quality business. Its Return on Equity (ROE) stands at 9061.7%, suggesting management is effectively converting shareholder equity into profit.

Financial health: Review the balance sheet section on StockSifting for the latest debt levels, cash reserves, and liquidity ratios.

Analyst view: Analyst estimates are not currently available for PBT. Always conduct your own due diligence and consider consulting a qualified financial advisor before making any investment decisions. Nothing on StockSifting constitutes financial advice.

What is the analyst price target for Permian Basin Royalty Trust (PBT) in 2026?

Analyst price target data for Permian Basin Royalty Trust (PBT) is not currently available on StockSifting. Analyst coverage and price targets are typically published by brokerage research desks for widely followed stocks, and are updated regularly after earnings results or major corporate events. Check back for the latest estimates, or explore PBT's financial ratios, historical returns, and fundamental data available on this page to form your own view.

Is Permian Basin Royalty Trust overvalued at a P/E ratio of 92.2x?

Permian Basin Royalty Trust (PBT) currently has a Price-to-Earnings (P/E) ratio of 92.2x, meaning investors are paying $92.2 for every $1 of the company's trailing twelve-month earnings. Whether this makes the stock overvalued depends on several contextual factors:

Sector context: The Energy sector tends to command higher valuation multiples when growth expectations are elevated. A 92.2x P/E is on the higher end, suggesting the market is pricing in continued strong earnings growth — any disappointment in future earnings could lead to a multiple contraction.

Growth-adjusted valuation: A P/E ratio in isolation can be misleading. Fast-growing companies often deserve higher P/E multiples because their future earnings are expected to rise significantly. A more complete picture comes from looking at the PEG ratio (P/E divided by earnings growth rate) — a PEG below 1 is often considered undervalued, while above 2 may signal overvaluation. Permian Basin Royalty Trust's ROCE of 1132.6% suggests it generates strong returns on invested capital, which can justify a premium valuation.

Additional metrics to review: P/E is just one lens. Compare it alongside the Price-to-Book (P/B) ratio, EV/EBITDA, Price-to-Sales, and free cash flow yield for a more complete valuation picture. View all of PBT's valuation ratios on StockSifting's ratios section. Valuation is subjective and context-dependent — this is not investment advice.

How much can you earn by reinvesting Permian Basin Royalty Trust dividends?

Dividend reinvestment — commonly known as DRIP (Dividend Reinvestment Plan) — is a powerful wealth-building strategy where instead of receiving your dividend payouts as cash, the dividends are automatically used to purchase additional shares of Permian Basin Royalty Trust (PBT). Over time, this creates a compounding effect: more shares generate more dividends, which buy even more shares.

Permian Basin Royalty Trust currently offers a dividend yield of approximately 108.00%. While this may seem modest in isolation, the real power of DRIP emerges over long holding periods. An investor who reinvested dividends consistently over 10–20 years would accumulate significantly more shares than one who took dividends as cash — and those extra shares continue generating their own dividend income.

The key variables that determine your DRIP returns are: your initial investment amount, the number of years you stay invested, the dividend yield at the time of each reinvestment, and whether Permian Basin Royalty Trust grows or cuts its dividend over time. Market price appreciation of PBT also plays a significant role — rising share prices increase the value of your accumulated shares.

Use the PBT DRIP Calculator on StockSifting to enter your investment amount, start date, and contribution frequency — and see a year-by-year breakdown of shares accumulated, dividends earned, and total portfolio value. Past dividend payments are not a guarantee of future payouts. This is not financial advice.