EPM · Evolution Petroleum Corporation

NYSE MKT LLC - Real Time Price • USD

Evolution Petroleum Corp (EPM)

NYSE MKT LLC Energy
Move probability → Options chain →
$3.71 -0.04 (-1.07%)
● Market open
DAY'S RANGE $3.71
$3.71 $3.78
52-WEEK RANGE $3.71
$3.19 $4.99

What's happening

Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.

Key Statistics

Market Cap$151.4M
P/E (TTM1)—
EPS2 (TTM)$-0.07
Div Yield8.21%
Beta30.48
Volume3,282
Open3.78
Prev Close3.75
Bid / Ask3.71 / 3.72
Next Earnings 2026-11-10

Analyst Recommendations

Strong buy 1 Buy 6 Hold 1 Sell 0 Strong sell 0

Aggregate ratings for 2026-10-01 (8 analysts polled by Finnhub) — consensus count.

Performance Overview (Trailing returns vs S&P 500 benchmark)

YTD RETURN
EPM +6.21%
vs S&P 500 -7.15%
1-YEAR RETURN
EPM -15.88%
vs S&P 500 -31.05%
6-MONTH RETURN
EPM -8.96%
3-MONTH RETURN
EPM -6.00%

Valuation Measures & Ratios

Enterprise Value4$201.4M
Forward P/E5124.28
PEG Ratio6—
Price / Sales (TTM1)1.75
Price / Book72.19
EV4 / Revenue2.33
EV4 / EBITDA8.16
Profit Margin-2.81%
Operating Margin4.03%
Return on Equity (ROE8)-3.80%
Return on Assets (ROA9)-1.44%
Avg Volume (3M)452,850
Quarterly history (5 periods)
Measure Mar '26Dec '25Sep '25Mar '25Dec '24
Market cap $149.3M $115.7M $177.7M $137.7M $131.9M
P/E -16.19 -54.72 -159.33 -83.44 81.90
Price/Sales 1.76 1.36 2.07 1.57 1.53
Price/Book 2.56 1.71 2.57 1.92 1.73
EV/Revenue 1.73 1.32 2.06 1.51 1.40
EV/EBITDA 6.17 4.69 7.11 — —
ROE -15.79% -3.13% -1.61% -2.30% 2.11%
ROA -5.43% -1.25% -0.66% -1.06% 1.01%

Trailing-twelve-month ratios computed from SEC EDGAR quarterly figures and historical daily close prices (Alpaca). Diluted shares are derived from Net income ÷ EPS (diluted) for each quarter, not separately reported. Forward P/E/PEG unavailable (no free data source).

Glossary — what these abbreviations mean
1. TTM
Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
2. EPS
Earnings per share — net income divided by diluted shares outstanding.
3. Beta
A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
4. EV (Enterprise Value)
Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
5. Forward P/E
Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
6. PEG Ratio
P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
7. Price / Book
Share price divided by book value (assets minus liabilities) per share.
8. ROE
Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
9. ROA
Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
10. MRQ
Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
11. YoY
Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.

Short Interest

Shares Short3,122,659
Change from Prior Settlement+1.40%
% of Float—
Days to Cover (Short Ratio)5.03

Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-09-30. Reported bi-monthly with a reporting lag — not real-time.

Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.

Price history

Events

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Technical signal summary

Calculating from the latest year of daily price history…

Calculating…
Show Technical Analysis Breakdown ▾ 10 Indicators

Not investment advice — read several signals together.

Indicators None active

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Starter sets
Trend
Oscillators
Volume/volatility
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History limited by data provider; markers are heuristics, not signals.

Peer and sector context

No reviewed peer group is available for this symbol.

Balanced evidence

A deterministic summary of sourced facts—not an AI verdict.

Potential strengths

  • Revenue growth is 14.7% on the provider's reported measure. Finnhub fundamentals ↗
  • Latest SEC filing is Form 4, filed 2026-09-21; review it for current changes and risks. SEC EDGAR ↗

Potential concerns

Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.

Financials

Income statement

Line item Mar '26Dec '25Sep '25Mar '25Dec '24Sep '24Mar '24Dec '23
Revenue $20.2M $20.7M $21.3M $22.6M $20.3M $21.9M $23.0M $21.0M
Operating income -$558.0K $658.0K -$85.0K $1.6M -$605.0K $1.9M $2.1M $1.6M
Net income -$8.9M $1.1M $824.0K -$2.2M -$1.8M $2.1M $289.0K $1.1M
EPS (diluted) $-0.26 $0.03 $0.02 $-0.07 $-0.06 $0.06 $0.01 $0.03
EPS (basic) $-0.26 $0.03 $0.02 $-0.07 $-0.06 $0.06 $0.01 $0.03
Operating margin -$3 $3 -$0 $7 -$3 $8 $9 $7

Balance sheet

Line item Jun '26Mar '26Dec '25Sep '25Jun '25Mar '25Dec '24Sep '24
Total assets $168.7M $169.8M $169.3M $169.1M $160.3M $156.4M $160.2M $157.9M
Total liabilities $108.3M $111.4M $101.7M $100.0M $88.4M $84.7M $83.9M $78.3M
Stockholders' equity $60.4M $58.4M $67.5M $69.1M $71.8M $71.7M $76.3M $79.6M
Total current assets $20.5M $16.5M $17.2M $12.5M $17.4M $19.8M $27.0M $21.0M
Total current liabilities $22.4M $27.1M $19.1M $17.9M $21.4M $22.5M $16.5M $12.4M
Cash & equivalents $6.1M $2.6M $3.8M $714.0K $2.5M $5.6M $11.7M $6.9M

Cash flow

Line item Jun '26Mar '26Dec '25Sep '25Jun '25Mar '25Dec '24Sep '24
Operating cash flow $6.8M $3.5M $5.4M $7.8M $10.5M $7.3M $7.7M $7.6M
Investing cash flow $53.0K -$5.9M -$617.0K -$20.7M -$11.6M -$6.2M -$827.0K -$3.0M
Financing cash flow -$3.3M $1.3M -$1.8M $11.1M -$2.0M -$7.1M -$2.2M -$4.1M
Depreciation & amortization $16.8M $5.3M $5.9M $6.0M $16.3M $5.0M $5.4M $5.7M
Share-based compensation $599.0K $595.0K $613.0K $537.0K $622.0K $642.0K $659.0K $559.0K
Deferred income taxes $1.4M -$1.1M -$913.0K -$386.0K $1.7M -$2.1M $252.0K -$281.0K

Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.

Institutional holders

SEC Form 13F filers holding EPM as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.

Source: Business Quant SEC Form 13F · report period 2026-06-30 · 31 filers

Held by These Filers49.1%
Shares Outstanding34,315,000
FilerSharesValue% OutQtr ChangeFiled
BlackRock, Inc. 2,416,712 $8.9M 7.04% +2.2% 2026-08-07
WealthTrust Axiom LLC 2,212,619 $8.1M 6.45% +3.6% 2026-08-11
DIMENSIONAL FUND ADVISORS LP 1,488,715 $5.5M 4.34% +2.4% 2026-08-11
VANGUARD CAPITAL MANAGEMENT LLC 1,272,857 $4.7M 3.71% +2.0% 2026-06-30
AMERICAN CENTURY COMPANIES INC 1,075,062 $4.0M 3.13% -0.9% 2026-08-12
RENAISSANCE TECHNOLOGIES LLC 1,029,814 $3.8M 3.00% +8.1% 2026-08-13
Raymond James Financial Inc 996,428 $3.7M 2.90% -3.2% 2026-08-14
GEODE CAPITAL MANAGEMENT, LLC 885,707 $3.3M 2.58% +13.8% 2026-08-12
CWA Asset Management Group, LLC 805,762 $3.0M 2.35% +13.6% 2026-07-14
State Street Corp 691,691 $2.5M 2.02% -0.1% 2026-08-07
Morgan Stanley 637,694 $2.3M 1.86% -2.1% 2026-08-11
North Star Investment Management Corp. 431,388 $1.6M 1.26% +0.0% 2026-07-27
AQR CAPITAL MANAGEMENT LLC 375,692 $1.4M 1.09% +1020.6% 2026-08-14
Register Financial Advisors LLC 338,176 $1.2M 0.99% +0.4% 2026-07-14
Northern Trust Corp 265,468 $976.9K 0.77% -14.0% 2026-08-12
VANGUARD FIDUCIARY TRUST CO 225,493 $829.8K 0.66% +8.1% 2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC 222,300 $818.1K 0.65% +18.7% 2026-06-30
Quantinno Capital Management LP 171,610 $631.5K 0.50% +157.9% 2026-08-13
Goldman Sachs Group Inc 164,526 $605.5K 0.48% -42.4% 2026-08-14
UBS Group AG 158,947 $584.9K 0.46% -19.9% 2026-08-13
Castleview Partners, LLC 115,393 $424.6K 0.34% +21.1% 2026-06-30
Wells Fargo & Company/Mn 111,648 $410.9K 0.33% +64.7% 2026-08-14
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 106,842 $393.2K 0.31% -13.8% 2026-08-04
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 98,676 $363.1K 0.29% +11.1% 2026-08-14
Sixth Street Partners Management Company, L.P. 98,676 $363.1K 0.29% +0.0% 2026-08-13

Insider activity

Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.

Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2025-08-29 to 2026-09-17

Recent transactions

  • Most recent: Loyd Kelly William (PRESIDENT & CEO) — Grant / award of 168,049 shares on 2026-09-17.

Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.

Insider purchases & sales, last 6 months

Purchases (open market)0 sh(0 txns)
Sales (open market)0 sh(0 txns)
Net Shares+0

Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.

Insider roster

NameTitleMost Recent TransactionDateShares
Loyd Kelly WilliamPRESIDENT & CEOGrant / award2026-09-17168,049
Beatty KellyCHIEF ACCOUNTING OFFICERGrant / award2026-09-1734,357
Stash RyanSVP & CFOGrant / award2026-09-1797,561
Bunch John MarkCOOGrant / award2026-09-1791,120
Herlin Robert SReporting personGrant / award2025-12-0424,214
Hargrave Marjorie AnneReporting personGrant / award2025-12-0424,214
Dozier WilliamReporting personGrant / award2025-12-0424,214
DiPaolo Edward JohnReporting personGrant / award2025-12-0424,214
Bierria Myra CReporting personGrant / award2025-12-0424,214

Recent transactions

DateInsiderTitleTransactionSharesPrice
2026-09-17Loyd Kelly WilliamPRESIDENT & CEOGrant / award 168,049$0.00
2026-09-17Beatty KellyCHIEF ACCOUNTING OFFICERGrant / award 34,357$0.00
2026-09-17Stash RyanSVP & CFOGrant / award 97,561$0.00
2026-09-17Bunch John MarkCOOGrant / award 91,120$0.00
2026-09-01Beatty KellyCHIEF ACCOUNTING OFFICERTax withholding 2,897$3.69
2026-09-01Stash RyanSVP & CFOTax withholding 6,163$3.69
2026-09-01Bunch John MarkCOOTax withholding 6,757$3.69
2026-09-01Loyd Kelly WilliamPRESIDENT & CEOTax withholding 12,300$3.69
2026-06-30Beatty KellyCHIEF ACCOUNTING OFFICERDisposition to issuer 5,891$0.00
2026-06-30Stash RyanSVP & CFODisposition to issuer 27,321$0.00
2026-06-30Bunch John MarkCOODisposition to issuer 28,518$0.00
2026-06-30Loyd Kelly WilliamPRESIDENT & CEODisposition to issuer 52,595$0.00
2026-02-20Bunch John MarkCOOTax withholding 8,910$4.43
2025-12-04Herlin Robert SReporting personGrant / award 24,214$0.00
2025-12-04Hargrave Marjorie AnneReporting personGrant / award 24,214$0.00
2025-12-04Dozier WilliamReporting personGrant / award 24,214$0.00
2025-12-04DiPaolo Edward JohnReporting personGrant / award 24,214$0.00
2025-12-04Bierria Myra CReporting personGrant / award 24,214$0.00
2025-10-31Loyd Kelly WilliamPRESIDENT & CEOTax withholding 9,649$4.38
2025-09-18Bunch John MarkCOOGrant / award 55,759$0.00
2025-09-18Beatty KellyCHIEF ACCOUNTING OFFICERGrant / award 18,922$0.00
2025-09-18Stash RyanSVP & CFOGrant / award 53,419$0.00
2025-09-18Loyd Kelly WilliamPRESIDENT & CEOGrant / award 102,834$0.00
2025-08-29Stash RyanSVP & CFOTax withholding 5,438$5.16
2025-08-29Beatty KellyCHIEF ACCOUNTING OFFICERTax withholding 1,414$5.16

Recent SEC filings

Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.

Source: SEC EDGAR submissions · updated 2026-10-22 15:20 UTC

FiledFormReport periodOfficial filing
2026-09-2142026-09-17 View on SEC.gov →
2026-09-2142026-09-17 View on SEC.gov →
2026-09-2142026-09-17 View on SEC.gov →
2026-09-2142026-09-17 View on SEC.gov →
2026-09-1610-K2026-06-30 View on SEC.gov →
2026-09-158-K2026-09-10 View on SEC.gov →
2026-09-0342026-09-01 View on SEC.gov →
2026-09-0342026-09-01 View on SEC.gov →
2026-09-0342026-09-01 View on SEC.gov →
2026-09-0342026-09-01 View on SEC.gov →
2026-08-218-K2026-08-20 View on SEC.gov →
2026-08-208-K2026-08-18 View on SEC.gov →

Headlines about EPM (Evolution Petroleum Corporation). Links open the publisher — we don’t host full articles.

SEC filings ↓

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