EPM at a glance
EVOLUTION PETROLEUM CORP (EPM, SEC CIK 1006655) filed its latest 10-K annual report on September 16, 2026, a 10-Q quarterly report on May 13, 2026, an 8-K current report on September 15, 2026 and Form 4 insider filings as recently as September 21, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended June 30, 2026 (FY2026), EVOLUTION PETROLEUM CORP (EPM) reported revenue of $86.3 million (up 0.6% from FY2025) and a net loss of $2.4 million. Diluted EPS was -$0.08.
- As of June 30, 2026, 23 institutional investment managers tracked by SignalX reported holding EVOLUTION PETROLEUM CORP (EPM) shares worth $37.3 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $86.3M
- +0.6% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 23 funds
- $37.3M · −2 vs prior quarter
- Latest 8-K
- Sep 15, 2026
- Item 2.02 · Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jun 30, 2026
Risk Factors
- Regulatory risk: December 2023 EPA methane emission reduction rule may increase operating costs and regulatory burdens
- Geopolitical risk: 39% oil reserves & 45% natural gas exposure vulnerable to OPEC+ decisions and conflicts like Ukraine-Russia
- Operational risk: Limited control over non-operated properties' operators risks delays, increased costs, and development uncertainties
- Competitive risk: Larger integrated oil companies with greater capital and technology resources may outbid Evolution Petroleum for assets
- Financial risk: Senior Secured Credit Facility borrowing at $60M of $73M commitment, limited lender capacity may restrict capital access
Management Discussion & Analysis
- Revenue $86.3M, up 0.6% YoY from $85.8M; crude oil revenue slight decline by $0.5M, natural gas up $1.5M
- Operating margin under pressure: net loss $(2.4)M in 2026 vs net income $1.5M in 2025; adverse derivative losses $(2.85)M
- Best performing: Natural gas revenue increased 6.5% to $25.0M; worst performing: Crude oil revenue down 1.1% to $50.6M
- Cash flow: Operating cash $23.5M (down $9.5M YoY); investing cash outflow $27.2M; financing cash inflow $7.3M; paid $16.9M dividends; development capex $5.5M
- Forward outlook: FY27 capex forecast $4.0-6.0M excluding acquisitions; borrowing base temporarily up to $73M; commodity price volatility a key risk factor
Business Overview
- Core business: acquisition and development of non-operated working interests and mineral and royalty interests in U.S. oil and natural gas properties
- New emphasized assets: $16M Permian Basin mineral interests acquisition, $6.2M Louisiana minerals purchase, and divestiture of 3,700 SCOOP/STACK net royalty acres
- Strategic shift: increased borrowing base temporary raise from $65M to $73M to finance acquisitions, alongside public equity offering raising $12.8M net proceeds
- Quantitative highlight: total proved reserves 27.2 MMBOE with 39.1% oil, 45.4% natural gas; total acreage 396,604 gross (74,692 net) as of June 30, 2026
- Distinctive fact: small full-time workforce of eleven employees emphasizing outsourcing, with ESG governance formalized via a Sustainability Committee since fiscal year 2023
AI summary of the EPM 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Mar 31, 2026
Management Discussion & Analysis
- Quarterly revenue $20.2M, down 10.6% YoY from $22.6M
- Net loss $8.9M vs $2.2M; net loss increased $6.8M YoY
- Worst product line NGL revenue $2.4M, down 19.7% YoY
- Cash $2.6M vs $2.5M; borrowings $56.5M vs $37.5M at June 30, 2025
- Fiscal 2026 capital spending guidance $4.0M–$6.0M; commodity-price volatility and potential impairments remain headwinds
Risk Factors
- No material risk-factor changes disclosed; 10-K risk factors incorporated by reference
- Equity-sale risk: February 11, 2026 Sales Agreement with Roth Capital Partners, Northland Securities and A.G.P./Alliance Global Partners
- Equity dilution risk: 9,651 shares surrendered for employee tax withholding during February 2026
AI summary of the EPM 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 2.02: Results of Operations and Financial Condition
- Management highlights non-GAAP net income, EPS, and Adjusted EBITDA as supplemental performance measures
- Measures used internally to assess debt-service capacity and capital expenditure funding
Item 8.01: Other Events
- Quarterly dividend declared at $0.12 per common share
- Shareholder record date: September 21, 2026
Item EX-99.1: Item EX-99.1
- Fiscal Q4 revenue rose 15% to $24.2M, supported by 20% higher realized prices and 6,901 BOEPD production
- Net income recovered to $4.6M, or $0.13 per diluted share, versus a $8.9M Q3 loss
Item 7.01: Regulation FD Disclosure
- Exhibit 99.1 furnished under Regulation FD and excluded from Section 18 liability
- Disclosure not incorporated by reference into other Securities Act or Exchange Act filings unless specifically referenced
Item 8.01: Other Events
- Acquisition closed August 20, 2026, adding Midland Basin mineral, royalty, and overriding royalty interests
- Assets span Reagan, Upton, Glasscock, Midland, and Martin Counties, Texas
Item EX-99.1: Item EX-99.1
- $16 million Midland Basin acquisition closed, adding approximately 3,420 net royalty acres across five Texas counties
- Approximately $3.9 million NTM asset-level cash flow implies a 4.1x acquisition multiple and immediate cash-flow-per-share accretion
Item 1.01: Entry into a Material Definitive Agreement
- $13.84 million gross equity offering: 4.255 million shares at $3.25 per share, including fully exercised 555,000-share option
- Approximately $12.4 million net proceeds, providing additional capital while increasing shares outstanding
Item 7.01: Regulation FD Disclosure
- Boilerplate Regulation FD disclosure language limiting Exchange Act Section 18 liability
- No substantive operational, financial, or strategic information for investors
Item EX-99.1: Item EX-99.1
- Priced public offering of 3,700,000 shares at $3.25, targeting approximately $12,025,000 gross proceeds before expenses
- Potential 555,000-share underwriter option, creating additional dilution if fully exercised
AI summaries of EPM 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for EPM
Don't miss the next EPM filing
- Alerts as it files. A push when EPM files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut EPM, by share count.
- Ask anything. An AI agent that reads every EPM 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 |
|---|---|---|---|---|
| Loyd Kelly William | A | Sep 17, 2026 | 84,025 | - |
| Loyd Kelly William | A | Sep 17, 2026 | 168,049 | - |
| Bunch John Mark | A | Sep 17, 2026 | 91,120 | - |
| Stash Ryan | A | Sep 17, 2026 | 48,781 | - |
| Stash Ryan | A | Sep 17, 2026 | 97,561 | - |
| Beatty Kelly | A | Sep 17, 2026 | 17,179 | - |
| Beatty Kelly | A | Sep 17, 2026 | 34,357 | - |
| Bunch John Mark | A | Sep 17, 2026 | 45,560 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | $85.9M | $85.8M | $86.3M |
| Operating Income | $7.9M | $4.2M | $3.5M |
| Net Income | - | $1.5M | -$2.4M |
| Op. Margin | 9.2% | 4.9% | 4.0% |
| Net Margin | - | 1.7% | -2.8% |
| Balance Sheet | |||
| Total Assets | $162.9M | $160.3M | $168.7M |
| Equity | $81.1M | $71.8M | $60.4M |
| ROE | - | 2.1% | -4.0% |
| Per Share | |||
| EPS | $0.12 | $0.03 | $-0.08 |
| Cash Flow | |||
| Operating CF | $22.7M | $33.1M | $23.5M |
Source: XBRL data in EVOLUTION PETROLEUM CORP (EPM)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate EPM share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 23 | $37.3M |
| Q1 2026 | 25 | $46.1M |
| Q4 2025 | 23 | $35.0M |
| Q3 2025 | 22 | $45.6M |
| Q2 2025 | 21 | $44.0M |
| Q1 2025 | 19 | $35.5M |
| Q4 2024 | 15 | $31.4M |
| Q3 2024 | 10 | $21.8M |
- AQR Capital Management+342.2K (+1021%)
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- BlackRock+50.9K (+2%)
- Wells Fargo & Co+43.9K (+65%)
- FMR LLC (Fidelity)+41.6K (+613%)
- Citadel Advisors LLC−277.2K (-85%)
- Goldman Sachs Group−121.1K (-42%)
- Northern Trust−43.4K (-14%)
- Raymond James Financial−33.1K (-3%)
- Morgan Stanley−13.6K (-2%)
- Millennium Management−87.8K
- Two Sigma Investments−18.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 158 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
EPM filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 10-K | Sep 16, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Sep 15, 2026 | - | Analysis | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 8-K | Aug 21, 2026 | - | Analysis | - |
| 8-K | Aug 20, 2026 | - | Analysis | - |
| 8-K | Aug 18, 2026 | - | Analysis | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 10-Q | May 13, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 12, 2026 | - | Analysis | |
| 8-K | Feb 11, 2026 | - | - | |
| 10-Q | Feb 11, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Feb 10, 2026 | - | - | |
| 8-K | Dec 9, 2025 | - | - | |
| 4 | Dec 8, 2025 | - | - | |
| 4 | Dec 8, 2025 | - | - |
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EPM SEC filings: frequently asked questions
Which institutions hold EPM stock?
As of June 30, 2026, the largest EVOLUTION PETROLEUM CORP (EPM) holders among the 13F filers tracked by SignalX were BlackRock ($8.9 million), Dimensional Fund Advisors ($5.5 million), Vanguard Capital Management LLC ($4.7 million), Renaissance Technologies LLC ($3.8 million), Raymond James Financial ($3.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was EPM's revenue in fiscal year 2026?
For the fiscal year ended June 30, 2026 (FY2026), EVOLUTION PETROLEUM CORP (EPM) reported revenue of $86.3 million (up 0.6% from FY2025) and a net loss of $2.4 million. Diluted EPS was -$0.08. The figures come from the XBRL data in the 10-K.
What are the main risks in EPM's latest 10-K?
In the 10-K filed September 16, 2026, EVOLUTION PETROLEUM CORP (EPM) flagged: Regulatory risk: December 2023 EPA methane emission reduction rule may increase operating costs and regulatory burdens. Geopolitical risk: 39% oil reserves & 45% natural gas exposure vulnerable to OPEC+ decisions and conflicts like Ukraine-Russia. (AI summary of the Risk Factors section.)
What did EPM report in its latest 8-K?
EVOLUTION PETROLEUM CORP (EPM) filed an 8-K on September 15, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 8.01 (Other Events). Management highlights non-GAAP net income, EPS, and Adjusted EBITDA as supplemental performance measures.
What are the latest EPM SEC filings?
EVOLUTION PETROLEUM CORP (EPM) filed its latest 10-K annual report on September 16, 2026, a 10-Q quarterly report on May 13, 2026, an 8-K current report on September 15, 2026 and a Form 4 insider filing on September 21, 2026.
What is EPM's SEC CIK number?
EVOLUTION PETROLEUM CORP (EPM)'s SEC Central Index Key (CIK) is 1006655. EDGAR lists every EPM filing under that number.
Ask anything about EPM
The research agent reads EPM's filings, financials, insider trades and 13F holders, then answers with sources.