PBT · Permian Basin Royalty Trust
$34.27
+0.20 (+0.59%)
At close · Aug 21
Market Cap
$1.60B
Shares
46.61M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$34.27
Open$34.08
Day$34.08–35.00
52W close$15.68–34.53
Avg vol 30d135K
Short int288K · 0.6% float · 2.7d
Short vol61%
DataJan 2020–Aug 2026
Filing10-Q · Aug 13
Up next
FQ3-26 quarter ends
~Sep 30, 2026
Est
filed Aug 13, 2026
Equibles Rating
blended score · not investment adviceOverall
Buy
SellHoldBuy
Technical
Strong Buy
Momentum
Very Strong
Sentiment
Neutral
Fundamentals
Limited
Quant / Vol
High
Market backdrop
VIX 15.1 · calm
Equity put/call 0.51
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+50%
above
Price vs 50-day avg
+19%
above
RSI (14)
67
neutral
MACD trend
Positive
52-week position
99%
near high
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
+17%
trailing
6-month return
+68%
trailing
YTD return
+102%
this year
Relative strength
+57%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $29 › 200d $23 — 50d above 200d
Institutional flow
Accumulating
+5% holders QoQ · +17 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
0.62% of float · ▲ +106.3% MoM · 2.7 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
104 holders — near 3-yr high, broad support
Squeeze score
56
elevated · 0–100
Fundamentals
Not enough data for a confident read.
Quant / Vol
risk profile
Volatility
45%
annualized · 1-yr
Max drawdown
−22%
past year
ATR
4.8%
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 Strong Buy
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+50%
Bullish
Price vs 50-day avg
+19%
Bullish
RSI (14)
67
Neutral
MACD trend
Positive
Bullish
52-week position
99%
Bullish
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross)
No cross
50d $29 › 200d $23 — 50d above 200d
Institutional flow
Accumulating
+5% holders QoQ · +17 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
0.62% of float · ▲ +106.3% MoM · 2.7 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
104 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $16
Now $34 · 99%
Range high $35
vs 200-day avg +50%
vs 50-day avg +19%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Average realized price of gas (including natural gas liquids) | $8.14 | second quarter of 2026 filing | — |
| Average realized price of oil | $74.46 | second quarter of 2026 filing | — |
| Capital expenditures for drilling, remedial and maintenance activities on the Waddell Ranch prop | $39.6M | the second quarter of 2026 filing | — |
| Distributable income per Unit outstanding of beneficial interest non-GAAP | $0.08 | the quarter ended June 30, 2026 filing | — |
| Lease operating expenses and property taxes | $48.3M | second quarter of 2026 filing | — |
| Lease operating expenses and property taxes on the Waddell Ranch properties | $48.3M | the second quarter of 2026 filing | — |
| Average gas price | $8.61 | June 2026 | — |
| Average oil price | $99.9 | June 2026 | — |
| Cash distribution per unit | $0.04 | July 2026 | — |
| cash distribution to the holders of its units of beneficial interest | $0.04 | July 2026 distribution | — |
| General and Administrative Expenses deducted for the month, net of interest earned | $470,271 | June 2026 | — |
| Net contribution by the Texas Royalty Properties | $1,375,871 | June 2026 | — |
| Net Profit (Texas Royalty Properties) | $1,448,285 | June 2026 | — |
| Net to Trust gas volumes (Texas Royalties) | 5,923 | June 2026 | — |
| Net to Trust oil volumes (Texas Royalties) | 13,842 | June 2026 | — |
| Texas Royalty Properties revenues | $1,585,528 | June 2026 | — |
| Texas Royalty Properties underlying production - gas | 6,545 | June 2026 | — |
| Texas Royalty Properties underlying production - oil | 15,307 | June 2026 | — |
| total distribution | $2,030,599.85 | July 2026 distribution | — |
| Units of beneficial interest outstanding | 46,608,796 | July 2026 | — |
| Net Profit | $1,353,613 | May 2026 | — |
| distribution | $948,767 | May 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Oil & Gas Midstream — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
PBT
this stock
Permian Basin Royalty Trust
|
$1.60B | +101.8% | — | — | 0.6% |
|
ENB
Enbridge Inc
|
$110.21B | +5.5% | — | — | 1.4% |
|
WMB
Williams Companies, Inc.
|
$86.22B | +17.3% | +13.8% | 28.1 | 2.2% |
|
EPD
Enterprise Products Partners L.P.
|
$82.08B | +18.6% | -6.4% | — | 0.8% |
|
ET
Energy Transfer LP
|
$72.96B | +28.5% | +3.5% | — | 0.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| PBT | +4.8% | +17.2% | +68.5% | +15.7% | +101.8% |
| SPY | -1.4% | +3.6% | +11.6% | +2.5% | +12.3% |
| vs SPY | +6.2% | +13.6% | +56.9% | +13.2% | +89.5% |
Capital returns
Latest dividend
$0.044
/ share · ex Jul 31, 2026
Declared · upcoming
$0.0187
/ share · ex Aug 31, 2026
Paid (TTM)
$0.375
/ share · 12 payouts
Dividend yield (TTM, derived)
1.09%
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.