EGY at a glance
VAALCO ENERGY INC /DE/ (EGY, SEC CIK 894627) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as June 10, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), VAALCO ENERGY INC /DE/ (EGY) reported revenue of $359.3 million (down 25.0% from FY2024) and a net loss of $41.4 million. Diluted EPS was -$0.40.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding VAALCO ENERGY INC /DE/ (EGY) shares worth $176.0 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $359.3M
- −25.0% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 29 funds
- $176.0M · +2 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 7.01 · Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $135.2M, up $38.3M or 40% YoY from $96.9M
- Net income $42.4M vs $8.4M YoY
- Operating cash flow $34.5M, down $16.6M YoY for six months
- Cash $30.4M at June 30, 2026; borrowings $117.0M and capital expenditures $172.4M
- Outlook: sufficient liquidity for next 12 months; commodity volatility, tariffs, conflicts and procurement costs remain headwinds
Risk Factors
- No risk-factors section provided; supplied text covers equity purchases, other information, exhibits, and signatures only
- No newly added risk trigger identifiable from the provided filing text
- No updated regulatory, legal, operational, competitive, market, liquidity, debt, currency, or concentration risks disclosed
AI summary of the EGY 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Conference call scheduled for August 7, 2026, at 8:00 a.m. Central Time
- Call covers VAALCO Energy’s financial and operational results
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 financial results released August 6, 2026, with accompanying Q3 and full-year 2026 guidance
- Detailed results and outlook furnished in Exhibit 99.1, requiring review for production, earnings, cash flow, and guidance implications
Item EX-99.1: Item EX-99.1
- Q2 net income $42.4M, or $0.39 per diluted share, versus Q1 net loss $93.8M
- Adjusted EBITDAX $54.8M, nearly five times Q1’s $11.6M and 10% above Q2 2025
Item 5.02: Departure/Appointment of Directors or Principal Officers
- New 2026 equity award forms adopted under the 2020 LTIP for employees and executives
- Performance awards vest in thirds at 10%, 15%, and 20% stock-price hurdles, measured using 30-day average prices
Item 5.07: Submission of Matters to a Vote of Security Holders
- Annual meeting held June 4, 2026, with 74,670,428 shares represented
- All five director nominees elected to one-year terms, despite 18,630,526 broker non-votes
AI summaries of EGY 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for EGY
Don't miss the next EGY filing
- Alerts as it files. A push when EGY files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut EGY, by share count.
- Ask anything. An AI agent that reads every EGY filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Maxwell George W.M. | F | Jun 8, 2026 | 16,409 | $5.53 |
| POWERS MATTHEW R | F | Jun 8, 2026 | 1,696 | $5.53 |
| Bain Ronald Y | F | Jun 8, 2026 | 8,612 | $5.53 |
| Maxwell George W.M. | F | Jun 8, 2026 | 23,525 | $5.53 |
| Willis Lynn | F | Jun 8, 2026 | 1,356 | $5.53 |
| POWERS MATTHEW R | F | Jun 8, 2026 | 2,846 | $5.53 |
| Pruckl Thor | F | Jun 8, 2026 | 5,575 | $5.53 |
| Pruckl Thor | F | Jun 8, 2026 | 2,906 | $5.53 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $455.1M | $479.0M | $359.3M |
| Operating Income | $158.7M | $136.5M | -$20.6M |
| Net Income | - | $58.5M | -$41.4M |
| Op. Margin | 34.9% | 28.5% | -5.7% |
| Net Margin | - | 12.2% | -11.5% |
| Balance Sheet | |||
| Total Assets | $823.2M | $955.0M | $913.4M |
| Equity | $478.8M | $501.6M | $443.5M |
| ROE | - | 11.7% | -9.3% |
| Per Share | |||
| EPS | $0.56 | $0.56 | $-0.40 |
| Cash Flow | |||
| Operating CF | $223.6M | $113.7M | $212.7M |
Source: XBRL data in VAALCO ENERGY INC /DE/ (EGY)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate EGY share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $176.0M |
| Q1 2026 | 27 | $195.9M |
| Q4 2025 | 25 | $104.4M |
| Q3 2025 | 25 | $118.4M |
| Q2 2025 | 25 | $107.9M |
| Q1 2025 | 22 | $81.7M |
| Q4 2024 | 18 | $87.4M |
| Q3 2024 | 16 | $70.1M |
- State Street Corp+1.59M (+44%)
- JPMorgan Chase & Co+1.05M (+750%)
- Dimensional Fund Advisors+582.0K (+14%)
- BlackRock+558.2K (+7%)
- Vanguard Portfolio Management LLC+159.1K (+7%)
- Millennium Management−217.0K (-74%)
- Goldman Sachs Group−174.8K (-23%)
- AQR Capital Management−129.1K (-53%)
- Renaissance Technologies LLC−119.5K (-9%)
- Vanguard Capital Management LLC−106.7K (-2%)
- Citadel Advisors LLC+84.8K
- StoneX Group Inc.+13.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 187 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
EGY filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 10-Q | Aug 10, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 8-K | Jun 9, 2026 | - | Analysis | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 8-K | Jun 4, 2026 | - | Analysis |
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EGY SEC filings: frequently asked questions
Which institutions hold EGY stock?
As of June 30, 2026, the largest VAALCO ENERGY INC /DE/ (EGY) holders among the 13F filers tracked by SignalX were BlackRock ($45.4 million), State Street Corp ($26.3 million), Dimensional Fund Advisors ($23.4 million), Vanguard Capital Management LLC ($22.5 million), Vanguard Portfolio Management LLC ($13.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was EGY's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), VAALCO ENERGY INC /DE/ (EGY) reported revenue of $359.3 million (down 25.0% from FY2024) and a net loss of $41.4 million. Diluted EPS was -$0.40. The figures come from the XBRL data in the 10-K.
What did EGY report in its latest 8-K?
VAALCO ENERGY INC /DE/ (EGY) filed an 8-K on August 6, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 2.02 (Results of Operations and Financial Condition). Conference call scheduled for August 7, 2026, at 8:00 a.m. Central Time.
What are the latest EGY SEC filings?
VAALCO ENERGY INC /DE/ (EGY) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on June 10, 2026.
What is EGY's SEC CIK number?
VAALCO ENERGY INC /DE/ (EGY)'s SEC Central Index Key (CIK) is 894627. EDGAR lists every EGY filing under that number.
Ask anything about EGY
The research agent reads EGY's filings, financials, insider trades and 13F holders, then answers with sources.