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PBT

Permian Basin Royalty Trust
$28.06 +1.86 (+7.10%) At close · Jul 13
Market Cap
$1.31B
Shares
46,608,796

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$28.06 Open$26.84 Day$26.84–28.45 52W$12.13–32.25 Avg vol 30d108K Short int159K · 0.3% float · 1.3d Short vol57% DataJan 2020–Jul 2026 Filing10-Q · May 14
Up next
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 14, 2026
Equibles Rating blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Buy Momentum Strong Sentiment Neutral Fundamentals Limited Quant / Vol High
Market backdrop VIX 17.2 · elevated Equity put/call 0.67
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +34%
above
Price vs 50-day avg +5%
above
RSI (14) 60
neutral
MACD trend Positive
52-week position 79%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Strong
1-month return −3%
trailing
6-month return +51%
trailing
YTD return +66%
this year
Relative strength +43%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $27 › 200d $21 — 50d above 200d
Institutional flow Distributing
9 of 99 funds reported for Jun 30 · net -15.2K sh shares · +1 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.34% of float · ▼ -12.2% MoM · 1.3 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
99 holders — mid 3-yr range
Squeeze score 42
elevated · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
High
Volatility 44%
annualized · 1-yr
Max drawdown −21%
past year
ATR 4.5%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Buy
0 · 4 · 3
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+34% Bullish
Price vs 50-day avg
+5% Bullish
RSI (14)
60 Neutral
MACD trend
Positive Bullish
52-week position
79% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $27 › 200d $21 — 50d above 200d
Institutional flow Distributing
9 of 99 funds reported for Jun 30 · net -15.2K sh shares · +1 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.34% of float · ▼ -12.2% MoM · 1.3 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
99 holders — mid 3-yr range
Price context
position in its 52-week range
52-wk low $12 Now $28 · 79% 52-wk high $32
vs 200-day avg +34% vs 50-day avg +5%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from its earnings releases, calls, and filings
Metric Latest Period YoY
General and Administrative Expenses deducted (net of interest earned) $102,800 March
Net Profit (Texas Royalty Properties) $789,049 March
Texas Royalty Properties underlying production - gas 10,584 March
Texas Royalty Properties underlying production - oil 14,297 March
Underlying Texas Royalty Properties gas production 9,793 February
Underlying Texas Royalty Properties oil production 15,009 February
Units of beneficial interest outstanding 46,608,796 February 2026

Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

Versus peers

Oil & Gas Midstream — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
PBT
Permian Basin Royalty Trust
this stock
$1.31B +65.8% 0.3%
ENB
Enbridge Inc
$122.05B +16.7% 1.1%
WMB
Williams Companies, Inc.
$92.92B +24.8% -0.5% 33.3 2.0%
EPD
Enterprise Products Partners L.P.
$81.63B +21.5% -14.6% 0.9%
KMI
Kinder Morgan, Inc.
$71.73B +18.4% +12.2% 21.6 2.0%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
100
% held
43.3%
Reported
9 of 99
Top holder
HORIZON KINETICS ASSET MA…
Held Float
View
Held by Funds
Fund positions
15
View
Short & Settlement
Short Interest Falling
Shares short
158.9K
Days to cover
1.3d
Change
-22.2K sh
View
Short Volume
Short vol %
57%
As of
Jul 14, 2026
Short Total
View
Fails to Deliver
FTD shares
169
Value
$4.9K
As of
Jun 12, 2026
View
Off-Exchange
Off-exchange %
53.0%
Week of
May 4, 2026
Off-exch Lit
View
Filings
SEC Filings
Latest
10-K/A
Filed
Jul 14, 2026
This year
13
View

Performance

5D 20D 120D MTD YTD
PBT +12.2% -2.5% +51.2% +12.1% +65.8%
SPY -0.3% +1.6% +8.3% +0.3% +9.9%
vs SPY +12.4% -4.1% +42.9% +11.7% +56.0%

Capital returns

Latest dividend
$0.025 / share · ex Jun 30, 2026
Raised 25%
Paid (TTM)
$0.346 / share · 12 payouts
Dividend yield (TTM, derived)
1.23%

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 319654 CUSIP 714236106 13F (30d) 9 filings 9 filers Visit website