EPM
Evolution Petroleum Corporation
NYSE AmericanUSDEQUITY
Energy
DELAYED
Neutral
-7/100
Last price
3.64
▲ 0.08 (2.25%)
MARKET · —
Price
Chart style
Interval
Intraday intervals only cover recent history. The site picks the finest interval the range allows.
Overlays
Session levels
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Both series are rebased to 0% at the left edge, so the lines show relative performance rather than price.
Tool
1D
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Range —
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vs
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Open
—
Prev close
3.56
Day high
3.65
Day low
3.52
Volume
233.86K
Market cap
$146.23M
P/E (TTM)
—
52W range
3.19 – 4.99
Trailing performance
Returnvs SPY
1W
+4.30%
+2.3%
1M
-1.09%
-2.2%
3M
-3.19%
-7.7%
6M
-22.55%
-40.7%
YTD
+2.82%
-11.4%
1Y
-25.87%
-42.3%
3Y
-46.78%
-129.0%
5Y
—
—
Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.
Unusual options activity
Nothing crossed the thresholds in the expiries we scanned.
That is the normal state — most contracts trade well inside their existing open interest.
That is the normal state — most contracts trade well inside their existing open interest.
Contracts trading at or above their open interest, ranked by notional and where the print landed.
Free account
5 more panels on EPM open with an account.
Options chains and analytics, valuation ratios, insider filings, analyst targets and ownership. No card, no trial, nothing to cancel.
Insider net activity
Net shares
0
Net selling
Buy transactions
0
0 shares
Sell transactions
0
—
Net transactions
0
Buys less sells
Sell : buy shares
—
Not enough filings
Insider-held shares
3.80M
Total on file
Insider transactions
| Date | Insider | Action | Shares | Value | Held |
|---|---|---|---|---|---|
| Sep 17, 26 | STASH RYAN T. Chief Financial Officer |
STOCK | 97.56K | $0 | Direct |
| Sep 17, 26 | BEATTY KELLY M. Officer |
STOCK | 34.36K | $0 | Direct |
| Sep 17, 26 | BUNCH JOHN MARK Chief Operating Officer |
STOCK | 91.12K | $0 | Direct |
| Sep 17, 26 | LOYD KELLY WILLIAM Chief Executive Officer |
STOCK | 168.05K | $0 | Direct |
| Dec 4, 25 | DIPAOLO EDWARD JOHN JED Director |
STOCK | 24.21K | $0 | Direct |
| Dec 4, 25 | HARGRAVE MARJORIE ANNE Director |
STOCK | 24.21K | $0 | Direct |
| Dec 4, 25 | BIERRIA MYRA COLEMAN Director |
STOCK | 24.21K | $0 | Direct |
| Dec 4, 25 | DOZIER WILLIAM E Director |
STOCK | 24.21K | $0 | Direct |
| Dec 4, 25 | HERLIN ROBERT STEVENS Director |
STOCK | 24.21K | $0 | Direct |
| Sep 18, 25 | STASH RYAN T. Chief Financial Officer |
STOCK | 53.42K | $0 | Direct |
| Sep 18, 25 | BEATTY KELLY M. Officer |
STOCK | 18.92K | $0 | Direct |
| Sep 18, 25 | BUNCH JOHN MARK Chief Operating Officer |
STOCK | 55.76K | $0 | Direct |
| Sep 18, 25 | LOYD KELLY WILLIAM Chief Executive Officer |
STOCK | 102.83K | $0 | Direct |
| Dec 5, 24 | DIPAOLO EDWARD JOHN JED Director |
STOCK | 17.48K | $0 | Direct |
What this is, and what it is not
These are SEC Form 4 filings — officers, directors and 10% owners reporting their own trades in the company's stock. Filing is due within two business days of the transaction, so this lags reality by days, and the provider adds its own lag on top.
A sale is not automatically bearish. Executives sell on scheduled 10b5-1 plans, to cover tax on vesting equity, and to diversify. Purchases with cash are generally the more informative signal, and they are far rarer.
This does not include congressional or senate trading. That comes from STOCK Act disclosures filed with the Senate eFD system and the House Clerk, which this data source does not carry.
Officer and director trades in their own stock, straight from Form 4 filings.
Insider holders
| Name | Relation | Shares held | Latest |
|---|---|---|---|
BEATTY KELLY M. |
Officer | 103.20K | Stock Award(Grant) |
BIERRIA MYRA COLEMAN |
Director | 86.12K | Stock Award(Grant) |
BUNCH JOHN MARK |
Chief Operating Officer | 270.41K | Stock Award(Grant) |
DIPAOLO EDWARD JOHN JED |
Director | 338.84K | Stock Award(Grant) |
DOZIER WILLIAM E |
Director | 264.22K | Stock Award(Grant) |
HARGRAVE MARJORIE ANNE |
Director | 117.99K | Stock Award(Grant) |
HERLIN ROBERT STEVENS |
Director | 1.84M | Stock Award(Grant) |
LOYD KELLY WILLIAM |
Chief Executive Officer | 585.28K | Stock Award(Grant) |
STASH RYAN T. |
Chief Financial Officer | 370.97K | Stock Award(Grant) |
Fundamentals
Market cap$146.23M
Enterprise value$194.40M
Revenue (TTM)$86.34M
Gross profit$36.01M
EBITDA$23.41M
Net income$-2.82M
EPS (TTM)$-0.08
Free cash flow$-5.57M
Total cash$6.14M
Total debt$56.95M
Book value / share$1.72
Shares outstanding40.17M
Float35.48M
Short % of float8.27%
Dividend yield13.19%
Beta (5Y)0.48
Valuation & profitability ratios
Trailing P/E—
Forward P/E48.53
PEG ratio0.69
Price / sales—
Price / book2.12
EV / revenue2.25
EV / EBITDA8.30
Gross margin41.70%
Operating margin25.07%
Profit margin-2.81%
Return on equity-3.67%
Return on assets0.24%
Debt / equity94.28
Current ratio0.92
Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.
Financial statements
| Line item | 2026 | 2025 | 2024 | 2023 | YoY |
|---|---|---|---|---|---|
| Total revenue | $86.34M | $85.84M | $85.88M | $128.51M | +0.6% |
| Operating revenue | $86.34M | $85.84M | $85.88M | $128.51M | +0.6% |
| Cost of revenue | $71.53M | $69.71M | $66.88M | $72.69M | +2.6% |
| Gross profit | $14.81M | $16.13M | $19.00M | $55.83M | -8.2% |
| Selling, general & admin | $9.74M | $10.33M | $9.64M | $9.58M | -5.7% |
| Total operating expense | $11.33M | $11.95M | $11.09M | $10.71M | -5.2% |
| Operating income | $3.48M | — | — | — | — |
| Net interest income | -$3.78M | -$2.78M | -$1.12M | -$337.00K | -35.9% |
| Pre-tax income | -$3.15M | $1.87M | $5.50M | $45.29M | -268.4% |
| Tax provision | -$718.00K | $396.00K | $1.42M | $10.07M | -281.3% |
| Net income | -$2.43M | $1.47M | $4.08M | $35.22M | -264.9% |
| Net income to common | -$2.82M | $1.11M | $4.00M | $34.66M | -355.2% |
| Basic EPS | -0.08 | 0.03 | 0.12 | 1.05 | -366.7% |
| Diluted EPS | -0.08 | 0.03 | 0.12 | 1.04 | -366.7% |
| EBIT | $702.00K | $4.84M | $6.96M | $45.75M | -85.5% |
| EBITDA | $23.48M | $26.83M | $27.02M | $60.02M | -12.5% |
| Basic shares | 34.25M | 33.16M | 32.69M | 32.98M | +3.3% |
| Diluted shares | 34.25M | 33.32M | 32.90M | 33.19M | +2.8% |
| Line item | 2026 | 2025 | 2024 | 2023 | 2022 | YoY |
|---|---|---|---|---|---|---|
| Cash & equivalents | $6.14M | $2.51M | $6.45M | $11.03M | — | +144.8% |
| Cash & short-term investments | $6.14M | $2.51M | $6.45M | $11.03M | — | +144.8% |
| Accounts receivable | $10.09M | $10.80M | $10.83M | $7.88M | — | -6.6% |
| Total current assets | $20.52M | $17.38M | $21.72M | $21.20M | — | +18.1% |
| Property, plant & equipment | $147.38M | $142.31M | $139.82M | $105.96M | — | +3.6% |
| Total assets | $168.70M | $160.25M | $162.88M | $128.32M | — | +5.3% |
| Total current liabilities | $22.36M | $21.39M | $15.81M | $12.28M | — | +4.5% |
| Long-term debt | $56.50M | $37.50M | $39.50M | — | $21.25M | +50.7% |
| Total debt | $56.95M | $37.57M | $39.66M | $184.00K | — | +51.6% |
| Total liabilities | $108.29M | $88.44M | $81.75M | $36.22M | — | +22.5% |
| Retained earnings | $5.76M | $25.13M | $40.00M | $51.96M | — | -77.1% |
| Shareholder equity | $60.40M | $71.81M | $81.13M | $92.09M | — | -15.9% |
| Working capital | -$1.84M | -$4.01M | $5.91M | $8.91M | — | +54.2% |
| Net tangible assets | $60.40M | $71.81M | $81.13M | $92.09M | — | -15.9% |
| Shares issued | 35.95M | 34.34M | 33.34M | 33.25M | — | +4.7% |
| Line item | 2026 | 2025 | 2024 | 2023 | YoY |
|---|---|---|---|---|---|
| Net income | -$2.43M | $1.47M | $4.08M | $35.22M | -264.9% |
| Stock-based compensation | $2.34M | $2.48M | $2.14M | $1.64M | -5.6% |
| Change in working capital | $2.12M | $7.72M | -$4.39M | $3.53M | -72.5% |
| Operating cash flow | $23.52M | $33.05M | $22.73M | $51.27M | -28.8% |
| Capital expenditure | -$30.27M | -$21.64M | -$49.63M | -$6.99M | -39.9% |
| Investing cash flow | -$27.18M | -$21.64M | -$49.63M | -$6.99M | -25.6% |
| Share buybacks | -$225.00K | -$442.00K | -$1.14M | -$4.17M | +49.1% |
| Dividends paid | -$16.94M | -$16.35M | -$16.04M | -$16.11M | -3.6% |
| Financing cash flow | $7.29M | -$15.35M | $22.32M | -$41.53M | +147.5% |
| Free cash flow | -$6.75M | $11.41M | -$26.90M | $44.28M | -159.2% |
| End cash position | $6.14M | $2.51M | $6.45M | $11.03M | +144.8% |
| Line item | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | YoY |
|---|---|---|---|---|---|---|
| Total revenue | $24.21M | $20.17M | $20.68M | $21.29M | $21.11M | +20.0% |
| Operating revenue | $24.21M | $20.17M | $20.68M | $21.29M | $21.11M | +20.0% |
| Cost of revenue | $16.80M | $18.25M | $17.43M | $19.05M | $15.57M | -7.9% |
| Gross profit | $7.40M | $1.92M | $3.25M | $2.24M | $5.54M | +286.6% |
| Selling, general & admin | $2.35M | $2.47M | $2.59M | $2.33M | $2.58M | -4.8% |
| Total operating expense | $3.94M | $2.47M | $2.59M | $2.33M | $4.20M | +59.2% |
| Operating income | $3.46M | -$558.00K | $658.00K | -$85.00K | $1.34M | +721.0% |
| Net interest income | -$943.00K | -$936.00K | -$991.00K | -$907.00K | -$651.00K | -0.7% |
| Pre-tax income | $5.13M | -$11.36M | $1.90M | $1.19M | $4.38M | +145.1% |
| Tax provision | $511.00K | -$2.43M | $837.00K | $365.00K | $973.00K | +121.0% |
| Net income | $4.61M | -$8.93M | $1.06M | $824.00K | $3.41M | +151.7% |
| Net income to common | $4.22M | -$8.93M | $961.00K | $824.00K | $3.04M | +147.3% |
| Basic EPS | 0.13 | -0.26 | 0.03 | 0.02 | 0.10 | +150.0% |
| Diluted EPS | 0.13 | -0.26 | 0.03 | 0.02 | 0.10 | +150.0% |
| EBIT | $6.09M | -$10.40M | $2.90M | $2.11M | $5.06M | +158.6% |
| EBITDA | $11.70M | -$5.11M | $8.82M | $8.07M | $10.88M | +329.0% |
| Basic shares | 35.07M | 34.31M | 33.90M | 33.73M | 33.55M | +2.2% |
| Diluted shares | 35.26M | 34.31M | 34.02M | 33.98M | 33.72M | +2.8% |
| Line item | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | YoY |
|---|---|---|---|---|---|---|
| Cash & equivalents | $6.14M | $2.62M | $3.76M | $714.00K | $2.51M | +134.6% |
| Cash & short-term investments | $6.14M | $2.62M | $3.76M | $714.00K | $2.51M | +134.6% |
| Accounts receivable | $10.09M | $9.51M | $9.35M | $8.48M | $10.80M | +6.1% |
| Total current assets | $20.52M | $16.53M | $17.16M | $12.51M | $17.38M | +24.1% |
| Property, plant & equipment | $147.38M | $152.23M | $151.57M | $155.78M | $142.31M | -3.2% |
| Total assets | $168.70M | $169.76M | $169.26M | $169.13M | $160.25M | -0.6% |
| Total current liabilities | $22.36M | $27.15M | $19.13M | $17.88M | $21.39M | -17.6% |
| Long-term debt | $56.50M | $56.50M | $54.50M | $53.00M | $37.50M | 0.0% |
| Total debt | $56.95M | $56.94M | $54.95M | $53.04M | $37.57M | +0.0% |
| Total liabilities | $108.29M | $111.35M | $101.72M | $100.00M | $88.44M | -2.7% |
| Retained earnings | $5.76M | $5.47M | $18.67M | $21.80M | $25.13M | +5.2% |
| Shareholder equity | $60.40M | $58.41M | $67.54M | $69.13M | $71.81M | +3.4% |
| Working capital | -$1.84M | -$10.61M | -$1.96M | -$5.37M | -$4.01M | +82.7% |
| Net tangible assets | $60.40M | $58.41M | $67.54M | $69.13M | $71.81M | +3.4% |
| Shares issued | 35.95M | 35.82M | 35.00M | 34.65M | 34.34M | +0.4% |
| Line item | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | YoY |
|---|---|---|---|---|---|---|
| Net income | $4.61M | -$8.93M | $1.06M | $824.00K | $3.41M | +151.7% |
| Stock-based compensation | $599.00K | $595.00K | $613.00K | $537.00K | $622.00K | +0.7% |
| Change in working capital | $313.00K | -$666.00K | -$64.00K | $2.54M | $2.05M | +147.0% |
| Operating cash flow | $6.80M | $3.49M | $5.42M | $7.80M | $10.46M | +94.9% |
| Capital expenditure | -$3.04M | -$5.92M | -$617.00K | -$20.69M | -$13.39M | +48.7% |
| Investing cash flow | $53.00K | -$5.92M | -$617.00K | -$20.69M | -$11.59M | +100.9% |
| Share buybacks | $0 | -$43.00K | -$50.00K | -$132.00K | -$180.00K | +100.0% |
| Dividends paid | -$4.33M | -$4.26M | -$4.20M | -$4.16M | -$4.12M | -1.6% |
| Financing cash flow | -$3.33M | — | — | — | — | — |
| Free cash flow | $3.76M | -$2.44M | $4.81M | -$12.88M | -$2.93M | +254.3% |
| End cash position | $6.14M | — | — | — | — | — |
Options analytics
Put / call volume
0.33
Call-heavy session
Put / call open interest
0.04
Positioning, not flow
Max pain
2.50
-31.3% from spot
ATM implied vol
0.0%
Nearest strike to spot
Skew (10% OTM)
0.0%
Calls bid over puts
Call volume
6
Contracts, this expiry
Put volume
2
Contracts, this expiry
Heaviest call OI
5.00
1.54K contracts
Heaviest put OI
2.50
87 contracts
Max pain is the strike at which the largest dollar value of open contracts expires worthless. It describes current positioning; it is not a forecast and it moves as open interest changes.
Put/call ratios, max pain, implied volatility skew and where open interest is concentrated.
Earnings
Reported vs expected · EPS
| Quarter | Est. | Actual | Surprise |
|---|---|---|---|
| Jun 2026 | 0.01 | -0.02 | -350.0% |
| Mar 2026 | 0.02 | — | — |
| Dec 2025 | 0.01 | 0.00 | -100.0% |
| Sep 2025 | 0.01 | 0.00 | -100.0% |
Forward consensus
| Period | EPS | Analysts | Revenue | Growth |
|---|---|---|---|---|
| Current quarter | 0.01 | 4 | $22.80M | +7.1% |
| Next quarter | 0.02 | 4 | $23.52M | +13.8% |
| Current year | 0.05 | 5 | $89.67M | +3.9% |
| Next year | 0.08 | 2 | $85.25M | -4.9% |
Analyst targets & ownership
Mean target$4.94
High target$6.00
Low target$4.25
Implied upside35.65%
Analyst count4
ConsensusSTRONG BUY
Strong buy / Buy0 / 4
Hold0
Sell / Strong sell0 / 0
Held by insiders9.63%
Held by institutions45.70%
Institutions holding155
Price targets, consensus spread, insider and institutional ownership.
Moving averages & technicals
SMA 10
3.56
+2.30% from price
SMA 20
3.63
+0.23% from price
SMA 50
3.63
+0.16% from price
SMA 100
3.84
-5.16% from price
SMA 200
4.03
-9.72% from price
EMA 12
3.59
+1.44% from price
EMA 26
3.62
+0.66% from price
EMA 50
3.67
-0.90% from price
RSI (14)
51.3
Neutral
MACD (12,26,9)
-0.03
Hist 0.00
ATR (14)
0.15
4.02% of price
Realised vol 30D
39.1%
Annualised
Bollinger upper
3.84
20, 2σ
Bollinger lower
3.43
20, 2σ
50 / 200 cross
Death
3.63 vs 4.03
Trend bias
Below 200
-9.72%
Options chain
Calls
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Puts
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Every listed expiry, both sides of the book, with volume, open interest and implied volatility.
Risk profile
Beta vs SPY
-0.35
Less volatile than market
Correlation to SPY
-0.11
Largely independent
Realised vol 30D
39.1%
Annualised
Market vol 1Y
13.0%
SPY, annualised
Max drawdown 1Y
-34.7%
Peak to trough
Max drawdown 5Y
-67.5%
Peak to trough
ATR 14
0.15
4.02% of price
Beta (reported)
0.48
5Y monthly, from filing
Short interest
Shares short
3.08M
Prior 2.15M
Change vs prior
+43.1%
Shorts adding
% of float
8.27%
Normal
% of shares out
7.67%
Against total outstanding
Days to cover
4.2
Liquid
Float
35.48M
Freely tradeable shares
Exchanges publish short interest twice a month with a settlement lag, so this is roughly two weeks behind. Days to cover divides shares short by average daily volume — it estimates how long covering would take, not whether it will happen.
Rating changes
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Sep 22, 26 | Freedom Broker | UPGRADE | Hold | Buy |
| Aug 28, 26 | Northland Capital Markets | UPGRADE | Market Perform | Outperform |
| May 20, 26 | Freedom Broker | DOWNGRADE | Buy | Hold |
| Feb 24, 26 | Freedom Broker | MAINTAINED | Buy | Buy |
| Dec 23, 25 | Freedom Broker | INITIATED | — | Buy |
| May 20, 25 | Northland Capital Markets | MAINTAINED | Market Perform | Market Perform |
| Apr 23, 25 | Northland Capital Markets | DOWNGRADE | Outperform | Market Perform |
| Feb 6, 25 | Northland Capital Markets | MAINTAINED | Outperform | Outperform |
| Apr 4, 24 | Roth MKM | MAINTAINED | Buy | Buy |
| Sep 18, 23 | Roth MKM | MAINTAINED | Buy | Buy |
| Nov 10, 22 | Roth Capital | UPGRADE | Neutral | Buy |
| Jul 12, 22 | Northland Capital Markets | INITIATED | — | Outperform |
Dividends & splits
Forward rate$0.48 / yr
Forward yield13.19%
5-year avg yield7.01%
Payout ratio600.00%
Ex-dividend dateSep 21, 2026
Next pay dateSep 30, 2026
Last split1:40
Split dateFeb 5, 2004
SEC filings
Periodic Financial Reports
10-K · 2026-09-16
Corporate Changes & Voting Matters
8-K · 2026-09-15
Corporate Changes & Voting Matters
8-K · 2026-08-21
Corporate Changes & Voting Matters
8-K · 2026-08-20
Periodic Financial Reports
10-Q · 2026-05-13
Corporate Changes & Voting Matters
8-K · 2026-05-12
Corporate Changes & Voting Matters
8-K · 2026-02-10
Offering Registrations
S-3 · 2026-01-16
Headlines
Evolution Petroleum Eyes Dividend Growth With Midland Royalty Deal
MarketBeat · 2d ago
Evolution Petroleum Bets on Midland Royalties to Bolster Cash Flow and Dividend
MarketBeat · 9d ago
Evolution Petroleum Eyes Cash-Flow Growth With Midland Basin Royalty Deal
MarketBeat · 10d ago
Sidoti Events, LLC's September Small-Cap Virtual Conference
ACCESS Newswire · 15d ago
Evolution Petroleum to Participate in Upcoming Investor Conferences
GlobeNewswire · 16d ago
Evolution Petroleum Corp's Dividend Analysis
GuruFocus.com · 16d ago
Evolution Petroleum’s (EPM) Big Rebound Comes With One Familiar Catch
Insider Monkey · 19d ago
Evolution Petroleum Corp (EPM) (Q4 2026) Earnings Call Highlights: Revenue Jumps 20% as Permian ...
GuruFocus.com · 20d ago
PRIVATE STRATEGY · BY QUALIFICATION
The same data. A different seat.
The research you are reading is the input layer for a discretionary options program we run for a small number of qualified investors. Minimum $1,000,000.