EPM · Evolution Petroleum Corporation
Evolution Petroleum Corp (EPM)
What's happening
- EPM is down 0.81% today, trading at $3.66. — Live quote
- Volume today (1,699) is well below its 3-month average of 422,090. (Finnhub fundamentals)
- Reports earnings on 2026-09-14, 11 days away. (Finnhub earnings calendar)
- Last quarter's EPS missed estimates: $-0.26 actual vs. $-0.00 estimated (-6400.0%). (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 2026-09-01 (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 | $154.1M | $119.4M | $183.3M | $142.1M | $136.2M |
| P/E | -16.71 | -56.46 | -164.43 | -86.12 | 84.53 |
| Price/Sales | 1.82 | 1.41 | 2.13 | 1.62 | 1.58 |
| Price/Book | 2.64 | 1.77 | 2.65 | 1.98 | 1.78 |
| EV/Revenue | 1.79 | 1.36 | 2.12 | 1.56 | 1.44 |
| EV/EBITDA | 6.37 | 4.84 | 7.34 | — | — |
| 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 and PEG aren't shown here — both need historical analyst-consensus estimates, which no free source provides; see the current-period figures above instead.
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 2026-08-14. 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
Signals describe daily price patterns—not the company’s value and not a recommendation to buy or sell. Read several together; no single indicator predicts what happens next. “Overbought” and “oversold” are conditions, not promises of a reversal.
Indicators None active
Free IEX historical data only goes back to ~2021 — 5Y/Full show whatever's actually available, not a promise of that much history. Indicators are computed client-side from these same price bars; earnings markers ("E") come from Finnhub's free tier (~last 4 quarters + next upcoming) — older quarters aren't available. The move-highlight dots are a heuristic (|% change| vs rolling volatility) with a best-effort headline lookup, not a claim of causation.
Peer and sector context
Balanced evidence
A deterministic summary of sourced facts—not an AI verdict.
Potential strengths
- Latest SEC filing is Form 8-K, filed 2026-08-21; review it for current changes and risks. SEC EDGAR ↗
Potential concerns
- Revenue growth is -10.6% on the provider's reported measure. Finnhub fundamentals ↗
- Net profit margin is -4.4%. Finnhub fundamentals ↗
- Trailing 52-week price return is -26.3%. 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 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 | Jun '24 |
|---|---|---|---|---|---|---|---|---|
| Total assets | $169.8M | $169.3M | $169.1M | $160.3M | $156.4M | $160.2M | $157.9M | $162.9M |
| Total liabilities | $111.4M | $101.7M | $100.0M | $88.4M | $84.7M | $83.9M | $78.3M | $81.8M |
| Stockholders' equity | $58.4M | $67.5M | $69.1M | $71.8M | $71.7M | $76.3M | $79.6M | $81.1M |
| Total current assets | $16.5M | $17.2M | $12.5M | $17.4M | $19.8M | $27.0M | $21.0M | $21.7M |
| Total current liabilities | $27.1M | $19.1M | $17.9M | $21.4M | $22.5M | $16.5M | $12.4M | $15.8M |
| Cash & equivalents | $2.6M | $3.8M | $714.0K | $2.5M | $5.6M | $11.7M | $6.9M | $6.4M |
| Accounts receivable | $9.5M | $9.3M | $8.5M | $10.8M | $10.7M | $10.7M | $10.8M | $10.8M |
| Property, plant & equipment | — | — | — | — | — | — | — | — |
| Intangible assets | — | — | — | — | — | — | — | — |
| Other non-current assets | $791.0K | $847.0K | $474.0K | $431.0K | $3.0M | $1.3M | $1.3M | $1.3M |
| Accounts payable | $12.6M | $11.0M | $11.2M | $12.9M | $12.0M | $10.8M | $7.5M | $8.3M |
| Accrued liabilities | $5.6M | $5.3M | $5.4M | $6.9M | $7.1M | $5.2M | $4.7M | $6.2M |
| Other current liabilities | — | — | — | — | — | — | — | — |
| Common stock & paid-in capital | $36.0K | $35.0K | $35.0K | $34.0K | $34.0K | $34.0K | $34.0K | $33.0K |
| Retained earnings | $5.5M | $18.7M | $21.8M | $25.1M | $25.8M | $32.1M | $38.0M | $40.0M |
Cash flow
| Line item | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 | Jun '24 |
|---|---|---|---|---|---|---|---|---|
| Operating cash flow | $3.5M | $5.4M | $7.8M | $10.5M | $7.3M | $7.7M | $7.6M | $8.0M |
| Investing cash flow | -$5.9M | -$617.0K | -$20.7M | -$11.6M | -$6.2M | -$827.0K | -$3.0M | $2.5M |
| Financing cash flow | $1.3M | -$1.8M | $11.1M | -$2.0M | -$7.1M | -$2.2M | -$4.1M | -$7.1M |
| Depreciation & amortization | $5.3M | $5.9M | $6.0M | $16.3M | $5.0M | $5.4M | $5.7M | $15.8M |
| Share-based compensation | $595.0K | $613.0K | $537.0K | $622.0K | $642.0K | $659.0K | $559.0K | $552.0K |
| Deferred income taxes | -$1.1M | -$913.0K | -$386.0K | $1.7M | -$2.1M | $252.0K | -$281.0K | -$225.0K |
| Other investing activities | — | — | — | — | — | — | — | — |
| Share repurchases | $43.0K | $50.0K | $132.0K | $180.0K | $71.0K | $103.0K | $88.0K | $113.0K |
| Other financing activities | — | — | — | — | — | — | — | — |
Income statement
| Line item | Jun '25 | Jun '24 | Jun '23 | Jun '22 | Jun '21 |
|---|---|---|---|---|---|
| Revenue | $85.8M | $85.9M | $128.5M | $108.9M | $32.7M |
| Operating income | $4.2M | $7.9M | $45.1M | $45.4M | -$20.7M |
| Net income | $1.5M | $4.1M | $35.2M | $32.6M | -$16.4M |
| EPS (diluted) | $0.03 | $0.12 | $1.04 | $0.96 | $-0.50 |
| EPS (basic) | $0.03 | $0.12 | $1.05 | $0.97 | $-0.50 |
| Operating margin | $5 | $9 | $35 | $42 | -$63 |
| Net margin | $2 | $5 | $27 | $30 | -$50 |
Balance sheet
| Line item | Jun '25 | Jun '24 | Jun '23 | Jun '22 | Jun '21 |
|---|---|---|---|---|---|
| Total assets | $160.3M | $162.9M | $128.3M | $148.0M | $76.7M |
| Total liabilities | $88.4M | $81.8M | $36.2M | $72.5M | $22.1M |
| Stockholders' equity | $71.8M | $81.1M | $92.1M | $75.5M | $54.6M |
| Total current assets | $17.4M | $21.7M | $21.2M | $36.4M | $18.1M |
| Total current liabilities | $21.4M | $15.8M | $12.3M | $30.3M | $6.6M |
| Cash & equivalents | $2.5M | $6.4M | $11.0M | $8.3M | $5.3M |
| Accounts receivable | $10.8M | $10.8M | $7.9M | $24.0M | $8.7M |
| Property, plant & equipment | — | — | — | $110.5M | $58.5M |
| Intangible assets | — | — | — | — | — |
| Other non-current assets | $431.0K | $1.3M | $1.3M | $1.2M | $71.0K |
| Accounts payable | $12.9M | $8.3M | $5.9M | $15.1M | $1.6M |
| Accrued liabilities | $6.9M | $6.2M | $6.0M | $11.9M | $4.9M |
| Other current liabilities | — | — | — | — | $947.0K |
| Common stock & paid-in capital | $34.0K | $33.0K | $33.0K | $33.0K | $34.0K |
| Retained earnings | $25.1M | $40.0M | $52.0M | $32.9M | $12.0M |
Cash flow
| Line item | Jun '25 | Jun '24 | Jun '23 | Jun '22 | Jun '21 |
|---|---|---|---|---|---|
| Operating cash flow | $33.1M | $22.7M | $51.3M | $52.5M | $4.7M |
| Investing cash flow | -$21.6M | -$49.6M | -$7.0M | -$54.9M | -$18.8M |
| Financing cash flow | -$15.3M | $22.3M | -$41.5M | $5.4M | -$349.0K |
| Depreciation & amortization | $22.0M | $20.1M | $14.3M | $8.1M | $5.2M |
| Share-based compensation | $2.5M | $2.1M | $1.6M | $125.0K | $1.3M |
| Deferred income taxes | -$468.0K | -$101.0K | -$296.0K | $1.1M | -$5.1M |
| Other investing activities | — | — | — | — | — |
| Share repurchases | $442.0K | $1.1M | $4.2M | $38.0K | $7.0K |
| 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 2026-03-31 · 30 filers
| Filer | Shares | Value | % Out | Qtr Change | Filed |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,365,816 | $10.8M | 6571.71% | -1.9% | 2026-03-31 |
| WealthTrust Axiom LLC | 2,136,216 | $9.8M | 5933.93% | +9.6% | 2026-05-11 |
| DIMENSIONAL FUND ADVISORS LP | 1,453,218 | $6.7M | 4036.72% | +2.3% | 2026-05-07 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,247,734 | $5.7M | 3465.93% | +0.0% | 2026-05-08 |
| AMERICAN CENTURY COMPANIES INC | 1,084,339 | $5.0M | 3012.05% | +6.2% | 2026-05-15 |
| Raymond James Financial Inc | 1,029,498 | $4.7M | 2859.72% | +33.6% | 2026-05-14 |
| RENAISSANCE TECHNOLOGIES LLC | 952,897 | $4.4M | 2646.94% | -10.3% | 2026-05-14 |
| GEODE CAPITAL MANAGEMENT, LLC | 778,365 | $3.6M | 2162.12% | +2.9% | 2026-05-15 |
| CWA Asset Management Group, LLC | 709,287 | $3.2M | 1970.24% | +29.6% | 2026-04-20 |
| State Street Corp | 692,504 | $3.2M | 1923.62% | -0.4% | 2026-05-15 |
| Morgan Stanley | 651,329 | $3.0M | 1809.25% | -1.3% | 2026-05-15 |
| North Star Investment Management Corp. | 431,178 | $2.0M | 1197.72% | -22.5% | 2026-04-22 |
| Register Financial Advisors LLC | 336,838 | $1.5M | 935.66% | -0.4% | 2026-04-14 |
| CITADEL ADVISORS LLC | 325,905 | $1.5M | 905.29% | +20.3% | 2026-05-15 |
| Northern Trust Corp | 308,836 | $1.4M | 857.88% | +0.8% | 2026-05-12 |
| Goldman Sachs Group Inc | 285,636 | $1.3M | 793.43% | +5.3% | 2026-05-15 |
| VANGUARD FIDUCIARY TRUST CO | 208,628 | $955.5K | 579.52% | +0.0% | 2026-05-08 |
| UBS Group AG | 198,513 | $909.2K | 551.42% | +37.3% | 2026-05-05 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 187,315 | $857.9K | 520.32% | +0.0% | 2026-05-08 |
| Point72 Asset Management, L.P. | 167,761 | $768.3K | 466.00% | +57.7% | 2026-05-15 |
| RITHOLTZ WEALTH MANAGEMENT | 131,577 | $602.6K | 365.49% | +1.5% | 2026-04-20 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 123,929 | $567.6K | 344.25% | -35.8% | 2026-05-13 |
| Castleview Partners, LLC | 95,300 | $436.5K | 264.72% | +21.7% | 2026-05-01 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 88,787 | $406.6K | 246.63% | -7.4% | 2026-05-14 |
| MILLENNIUM MANAGEMENT LLC | 87,835 | $402.3K | 243.99% | +0.0% | 2026-05-15 |
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 2025-02-21 to 2026-06-30
Recent transactions
- Most recent: Beatty Kelly (CHIEF ACCOUNTING OFFICER) — Disposition to issuer of 5,891 shares on 2026-06-30.
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 |
|---|---|---|---|---|
| Beatty Kelly | CHIEF ACCOUNTING OFFICER | Disposition to issuer | 2026-06-30 | 5,891 |
| Stash Ryan | SVP & CFO | Disposition to issuer | 2026-06-30 | 27,321 |
| Bunch John Mark | COO | Disposition to issuer | 2026-06-30 | 28,518 |
| Loyd Kelly William | PRESIDENT & CEO | Disposition to issuer | 2026-06-30 | 52,595 |
| 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 |
|---|---|---|---|---|---|
| 2026-06-30 | 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 |
| 2025-08-29 | Bunch John Mark | COO | Tax withholding | 4,699 | $5.16 |
| 2025-08-29 | Loyd Kelly William | PRESIDENT & CEO | Tax withholding | 10,922 | $5.16 |
| 2025-06-30 | Beatty Kelly | CHIEF ACCOUNTING OFFICER | Tax withholding | 1,280 | $4.70 |
| 2025-06-30 | Stash Ryan | SVP & CFO | Tax withholding | 8,827 | $4.70 |
| 2025-06-30 | Bunch John Mark | COO | Tax withholding | 3,297 | $4.70 |
| 2025-06-30 | Loyd Kelly William | PRESIDENT & CEO | Tax withholding | 18,247 | $4.70 |
| 2025-02-21 | Beatty Kelly | CHIEF ACCOUNTING OFFICER | Tax withholding | 2,965 | $5.13 |
| 2025-02-21 | Bunch John Mark | COO | Tax withholding | 8,691 | $5.13 |
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 2026-09-03 12:06 UTC
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-08-21 | 8-K | 2026-08-20 | View on SEC.gov → |
| 2026-08-20 | 8-K | 2026-08-18 | View on SEC.gov → |
| 2026-08-18 | 8-K | 2026-08-18 | View on SEC.gov → |
| 2026-07-02 | 4 | 2026-06-30 | View on SEC.gov → |
| 2026-07-02 | 4 | 2026-06-30 | View on SEC.gov → |
| 2026-07-02 | 4 | 2026-06-30 | View on SEC.gov → |
| 2026-07-02 | 4 | 2026-06-30 | View on SEC.gov → |
| 2026-05-13 | 10-Q | 2026-03-31 | View on SEC.gov → |
| 2026-05-12 | 8-K | 2026-05-11 | View on SEC.gov → |
| 2026-02-24 | 4 | 2026-02-20 | View on SEC.gov → |
| 2026-02-11 | 8-K | 2026-02-11 | View on SEC.gov → |
| 2026-02-11 | 10-Q | 2025-12-31 | View on SEC.gov → |
Recent news
Headlines about EPM (Evolution Petroleum Corporation). Links open the publisher — we don’t host full articles.
-
Moderna upgraded, Allstate downgraded: Wall Street's top analyst calls
Yahoo Finance · 2026-08-28 -
This Moderna Analyst Turns Bullish; Here Are Top 3 Upgrades For Friday
Benzinga · 2026-08-28 -
Here Are Friday’s Top Wall Street Analyst Research Calls: Baozun, Commerce Bancshares, Element Solutions, Evolution Petroleum, Petrobras, Rythm Pharmaceuticals, Terawulf, UMB Financial, Workday, and More
Yahoo Finance · 2026-08-28 -
Northland Capital Markets Upgrades Evolution Petroleum to Outperform, Announces $4 Price Target
Benzinga · 2026-08-28 -
Evolution Petroleum: Evidently Another Deal Came Along That Is Just Too Good To Ignore
SeekingAlpha · 2026-08-20 -
Evolution Petroleum falls after 3.7M shares priced at discount
Seeking Alpha · 2026-08-19 -
Evolution Petroleum Announces Pricing of Public Offering of Common Stock
Yahoo Finance · 2026-08-19 -
Evolution Petroleum Announces Public Offering of Common Stock
Yahoo Finance · 2026-08-18
No headlines in this category right now — try “All”.