EPM · Evolution Petroleum Corporation
What's happening
- EPM is down 1.07% today, trading at $3.71. — Live quote
- Volume today (3,282) is well below its 3-month average of 452,850. (Finnhub fundamentals)
- Reports earnings on 2026-11-10, 19 days away. (Finnhub earnings calendar)
- Last quarter's EPS beat estimates: $0.13 actual vs. $0.01 estimated (+2449.0%). (Finnhub earnings history)
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
Analyst Recommendations
Aggregate ratings for 2026-10-01 (8 analysts polled by Finnhub) — consensus count.
Performance Overview (Trailing returns vs S&P 500 benchmark)
Earnings Trends (Quarterly EPS Actual vs Estimate)
Valuation Measures & Ratios
Quarterly history (5 periods)
| Measure | Mar '26 | Dec '25 | Sep '25 | Mar '25 | Dec '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
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
Drag horizontally to zoom into a section; use Reset view to restore all observations.
Technical signal summary
Calculating from the latest year of daily price history…
Show Technical Analysis Breakdown ▾ 10 Indicators
Not investment advice — read several signals together.
Indicators None active
History limited by data provider; markers are heuristics, not signals.
Peer and sector context
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
- Net profit margin is -2.8%. Finnhub fundamentals ↗
- Trailing 52-week price return is -15.9%. Finnhub market metrics ↗
Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.
More on EPM
No accessible free API for these — links go to the source directly.
Financials
Fundamental trends
Visualized from the same SEC figures in the tables below.
Income statement
| Line item | Mar '26 | Dec '25 | Sep '25 | Mar '25 | Dec '24 | Sep '24 | Mar '24 | Dec '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 |
| Net margin | -$44 | $5 | $4 | -$10 | -$9 | $9 | $1 | $5 |
Balance sheet
| Line item | Jun '26 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '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 |
| Accounts receivable | $10.1M | $9.5M | $9.3M | $8.5M | $10.8M | $10.7M | $10.7M | $10.8M |
| Property, plant & equipment | — | — | — | — | — | — | — | — |
| Intangible assets | — | — | — | — | — | — | — | — |
| Other non-current assets | $734.0K | $791.0K | $847.0K | $474.0K | $431.0K | $3.0M | $1.3M | $1.3M |
| Accounts payable | $13.8M | $12.6M | $11.0M | $11.2M | $12.9M | $12.0M | $10.8M | $7.5M |
| Accrued liabilities | $5.7M | $5.6M | $5.3M | $5.4M | $6.9M | $7.1M | $5.2M | $4.7M |
| Other current liabilities | — | — | — | — | — | — | — | — |
| Common stock & paid-in capital | $36.0K | $36.0K | $35.0K | $35.0K | $34.0K | $34.0K | $34.0K | $34.0K |
| Retained earnings | $5.8M | $5.5M | $18.7M | $21.8M | $25.1M | $25.8M | $32.1M | $38.0M |
Cash flow
| Line item | Jun '26 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '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 |
| Other investing activities | — | — | — | — | — | — | — | — |
| Share repurchases | $0 | $43.0K | $50.0K | $132.0K | $180.0K | $71.0K | $103.0K | $88.0K |
| Other financing activities | — | — | — | — | — | — | — | — |
Income statement
| Line item | Jun '26 | Jun '25 | Jun '24 | Jun '23 | Jun '22 |
|---|---|---|---|---|---|
| Revenue | $86.3M | $85.8M | $85.9M | $128.5M | $108.9M |
| Operating income | $3.5M | $4.2M | $7.9M | $45.1M | $45.4M |
| Net income | -$2.4M | $1.5M | $4.1M | $35.2M | $32.6M |
| EPS (diluted) | $-0.08 | $0.03 | $0.12 | $1.04 | $0.96 |
| EPS (basic) | $-0.08 | $0.03 | $0.12 | $1.05 | $0.97 |
| Operating margin | $4 | $5 | $9 | $35 | $42 |
| Net margin | -$3 | $2 | $5 | $27 | $30 |
Balance sheet
| Line item | Jun '26 | Jun '25 | Jun '24 | Jun '23 | Jun '22 |
|---|---|---|---|---|---|
| Total assets | $168.7M | $160.3M | $162.9M | $128.3M | $148.0M |
| Total liabilities | $108.3M | $88.4M | $81.8M | $36.2M | $72.5M |
| Stockholders' equity | $60.4M | $71.8M | $81.1M | $92.1M | $75.5M |
| Total current assets | $20.5M | $17.4M | $21.7M | $21.2M | $36.4M |
| Total current liabilities | $22.4M | $21.4M | $15.8M | $12.3M | $30.3M |
| Cash & equivalents | $6.1M | $2.5M | $6.4M | $11.0M | $8.3M |
| Accounts receivable | $10.1M | $10.8M | $10.8M | $7.9M | $24.0M |
| Property, plant & equipment | — | — | — | — | $110.5M |
| Intangible assets | — | — | — | — | — |
| Other non-current assets | $734.0K | $431.0K | $1.3M | $1.3M | $1.2M |
| Accounts payable | $13.8M | $12.9M | $8.3M | $5.9M | $15.1M |
| Accrued liabilities | $5.7M | $6.9M | $6.2M | $6.0M | $11.9M |
| Other current liabilities | — | — | — | — | — |
| Common stock & paid-in capital | $36.0K | $34.0K | $33.0K | $33.0K | $33.0K |
| Retained earnings | $5.8M | $25.1M | $40.0M | $52.0M | $32.9M |
Cash flow
| Line item | Jun '26 | Jun '25 | Jun '24 | Jun '23 | Jun '22 |
|---|---|---|---|---|---|
| Operating cash flow | $23.5M | $33.1M | $22.7M | $51.3M | $52.5M |
| Investing cash flow | -$27.2M | -$21.6M | -$49.6M | -$7.0M | -$54.9M |
| Financing cash flow | $7.3M | -$15.3M | $22.3M | -$41.5M | $5.4M |
| Depreciation & amortization | $22.8M | $22.0M | $20.1M | $14.3M | $8.1M |
| Share-based compensation | $2.3M | $2.5M | $2.1M | $1.6M | $125.0K |
| Deferred income taxes | -$963.0K | -$468.0K | -$101.0K | -$296.0K | $1.1M |
| Other investing activities | — | — | — | — | — |
| Share repurchases | $225.0K | $442.0K | $1.1M | $4.2M | $38.0K |
| Other financing activities | — | — | — | — | — |
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
| Filer | Shares | Value | % Out | Qtr Change | Filed |
|---|---|---|---|---|---|
| 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
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
| Name | Title | Most Recent Transaction | Date | Shares |
|---|---|---|---|---|
| Loyd Kelly William | PRESIDENT & CEO | Grant / award | 2026-09-17 | 168,049 |
| Beatty Kelly | CHIEF ACCOUNTING OFFICER | Grant / award | 2026-09-17 | 34,357 |
| Stash Ryan | SVP & CFO | Grant / award | 2026-09-17 | 97,561 |
| Bunch John Mark | COO | Grant / award | 2026-09-17 | 91,120 |
| Herlin Robert S | Reporting person | Grant / award | 2025-12-04 | 24,214 |
| Hargrave Marjorie Anne | Reporting person | Grant / award | 2025-12-04 | 24,214 |
| Dozier William | Reporting person | Grant / award | 2025-12-04 | 24,214 |
| DiPaolo Edward John | Reporting person | Grant / award | 2025-12-04 | 24,214 |
| Bierria Myra C | Reporting person | Grant / award | 2025-12-04 | 24,214 |
Recent transactions
| Date | Insider | Title | Transaction | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-17 | Loyd Kelly William | PRESIDENT & CEO | Grant / award | 168,049 | $0.00 |
| 2026-09-17 | Beatty Kelly | CHIEF ACCOUNTING OFFICER | Grant / award | 34,357 | $0.00 |
| 2026-09-17 | Stash Ryan | SVP & CFO | Grant / award | 97,561 | $0.00 |
| 2026-09-17 | Bunch John Mark | COO | Grant / award | 91,120 | $0.00 |
| 2026-09-01 | Beatty Kelly | CHIEF ACCOUNTING OFFICER | Tax withholding | 2,897 | $3.69 |
| 2026-09-01 | Stash Ryan | SVP & CFO | Tax withholding | 6,163 | $3.69 |
| 2026-09-01 | Bunch John Mark | COO | Tax withholding | 6,757 | $3.69 |
| 2026-09-01 | Loyd Kelly William | PRESIDENT & CEO | Tax withholding | 12,300 | $3.69 |
| 2026-06-30 | Beatty Kelly | CHIEF ACCOUNTING OFFICER | Disposition to issuer | 5,891 | $0.00 |
| 2026-06-30 | Stash Ryan | SVP & CFO | Disposition to issuer | 27,321 | $0.00 |
| 2026-06-30 | Bunch John Mark | COO | Disposition to issuer | 28,518 | $0.00 |
| 2026-06-30 | Loyd Kelly William | PRESIDENT & CEO | Disposition to issuer | 52,595 | $0.00 |
| 2026-02-20 | Bunch John Mark | COO | Tax withholding | 8,910 | $4.43 |
| 2025-12-04 | Herlin Robert S | Reporting person | Grant / award | 24,214 | $0.00 |
| 2025-12-04 | Hargrave Marjorie Anne | Reporting person | Grant / award | 24,214 | $0.00 |
| 2025-12-04 | Dozier William | Reporting person | Grant / award | 24,214 | $0.00 |
| 2025-12-04 | DiPaolo Edward John | Reporting person | Grant / award | 24,214 | $0.00 |
| 2025-12-04 | Bierria Myra C | Reporting person | Grant / award | 24,214 | $0.00 |
| 2025-10-31 | Loyd Kelly William | PRESIDENT & CEO | Tax withholding | 9,649 | $4.38 |
| 2025-09-18 | Bunch John Mark | COO | Grant / award | 55,759 | $0.00 |
| 2025-09-18 | Beatty Kelly | CHIEF ACCOUNTING OFFICER | Grant / award | 18,922 | $0.00 |
| 2025-09-18 | Stash Ryan | SVP & CFO | Grant / award | 53,419 | $0.00 |
| 2025-09-18 | Loyd Kelly William | PRESIDENT & CEO | Grant / award | 102,834 | $0.00 |
| 2025-08-29 | Stash Ryan | SVP & CFO | Tax withholding | 5,438 | $5.16 |
| 2025-08-29 | Beatty Kelly | CHIEF ACCOUNTING OFFICER | Tax 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
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-09-21 | 4 | 2026-09-17 | View on SEC.gov → |
| 2026-09-21 | 4 | 2026-09-17 | View on SEC.gov → |
| 2026-09-21 | 4 | 2026-09-17 | View on SEC.gov → |
| 2026-09-21 | 4 | 2026-09-17 | View on SEC.gov → |
| 2026-09-16 | 10-K | 2026-06-30 | View on SEC.gov → |
| 2026-09-15 | 8-K | 2026-09-10 | View on SEC.gov → |
| 2026-09-03 | 4 | 2026-09-01 | View on SEC.gov → |
| 2026-09-03 | 4 | 2026-09-01 | View on SEC.gov → |
| 2026-09-03 | 4 | 2026-09-01 | View on SEC.gov → |
| 2026-09-03 | 4 | 2026-09-01 | View on SEC.gov → |
| 2026-08-21 | 8-K | 2026-08-20 | View on SEC.gov → |
| 2026-08-20 | 8-K | 2026-08-18 | View on SEC.gov → |
Recent news
Headlines about EPM (Evolution Petroleum Corporation). Links open the publisher — we don’t host full articles.
-
Q1 EPS Forecast for Evolution Petroleum Boosted by Analyst
MarketBeat · 2026-10-22 -
Richmond Vanadium Technology Executes Binding Term Sheet to Acquire EPM 28573 for A$160,000 in Shares
Kalkine · 2026-10-22 -
Richmond Vanadium Technology Secures Binding Term Sheet to Acquire EPM 28573 for A$160,000 in Shares
Kalkine Media · 2026-10-22 -
Evolution Petroleum: Capable Of Maintaining Its Dividend During FY 2027
Seeking Alpha · 2026-10-22 -
Evolution Petroleum: Capable Of Maintaining Its Dividend During FY 2027 (NYSE:EPM)
Seeking Alpha · 2026-10-22 -
Q3 EPS Forecast for Evolution Petroleum Boosted by Analyst
MarketBeat · 2026-10-21 -
Evolution Petroleum price target raised to $4.50 from $4.25 at Northland
TipRanks · 2026-10-20 -
Eclipse Metals Limited (ASX:EPM) Two-Rig Diamond Drilling Underway at Gronnedal Greenland
ABN Newswire · 2026-10-19
No headlines in this category right now — try “All”.