Audited annual filings, TTM ratios and consensus forward estimates
Wall Street price targets and rating actions
Revenue disaggregation per 10-K filing
Annual filings (FY) with consensus forward estimates (hatched)
1255 daily bars · split adjusted
Current price $3.93
Latest analyst grade actions
| Date | Firm | Action | Previous | New grade |
|---|---|---|---|---|
| Sep 22, 26 |
Daily · Wilder smoothing
| 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 | maintain | Buy | Buy |
| May 20, 25 | Northland Capital Markets | maintain | Market Perform | Market Perform |
| Apr 23, 25 | Northland Capital Markets | downgrade | Outperform | Market Perform |
| Feb 6, 25 | Northland Capital Markets | maintain | Outperform | Outperform |
| Apr 4, 24 | Roth MKM | maintain | Buy | Buy |
| Sep 18, 23 | Roth MKM | maintain | Buy | Buy |
Classic floor pivots from 2026-10-23
Computed from daily OHLCV bars
| Indicator | Value | Type | Action |
|---|---|---|---|
| RSI (14) | 66.51 | Oscillator | Neutral |
| Stochastic %K (14, 3, 3) | 91.11 | Oscillator | Sell |
| Williams %R (14) | 0.00 | Oscillator | Sell |
| MACD (12, 26, 9) | 0.05 (Hist 0.02) | Oscillator | Strong Buy |
| Average Directional Index (14) | 11.97 (+DI 27.9 / -DI 14.4) | Trend | Neutral |
| EMA 20 | 3.71 | MA | Strong Buy |
| SMA 20 | 3.66 | MA | Strong Buy |
| EMA 50 | 3.70 | MA | Strong Buy |
| SMA 50 | 3.65 | MA | Strong Buy |
| SMA 200 | 4.05 | MA | Sell |
SEC EDGAR filings · last 12 months
| Form | Filed | Accepted | Document |
|---|---|---|---|
| ARS | Oct 22, 2026 | 2026-10-22 16:16:31 | View |
| DEF 14A | Oct 22, 2026 | 2026-10-22 16:15:26 | View |
| 4 | Sep 21, 2026 | 2026-09-21 16:15:45 | View |
| 4 | Sep 21, 2026 | 2026-09-21 16:15:10 | View |
| 4 | Sep 21, 2026 | 2026-09-21 16:15:08 | View |
| 4 | Sep 21, 2026 | 2026-09-21 16:15:06 | View |
| 10-K | Sep 16, 2026 | 2026-09-16 16:16:18 | View |
| 8-K | Sep 15, 2026 | 2026-09-15 16:44:02 | View |
| 4 | Sep 3, 2026 | 2026-09-03 16:15:15 | View |
| 4 | Sep 3, 2026 | 2026-09-03 16:15:13 | View |
Proxy statement (DEF 14A) disclosures
TTM vs. 5-year historical average (annual ratios)
| Metric | EPM | Historical (5Y) / ref | Status |
|---|---|---|---|
| P/E ratio (TTM) | -53.0x | 30.8x · sector 14.8x | Discount |
| Forward P/E (FY27E) | 78.6x | EPS est. 0.05 | Discount |
| Price / Book | 2.3x | 2.3x | In line |
| Price / Sales | 1.8x | 1.8x | In line |
| EV / EBITDA | 8.9x | 5.9x | Elevated |
| Return on equity | -3.8% | — | Weak |
| Gross margin | 15.3% | 29.2% | Below hist. |
| Debt / Equity | 0.94 | 0.45 | Moderate |
| Piotroski / Altman Z | 3/9 | Z 1.43 | Distress |
Discounted cash flow model
FY2026 · 10-K disclosure
Stock news · updated daily
Evolution made an acquisition of Midland Basin mineral and royalty interests. This was effectively paid for with $3.2 million in borrowings and 4.3 million common shares. Minerals and royalty assets are expected to generate around 20% of Evolution's asset-level free cash flow going forward.
Evolution Petroleum offers a 13% yield, primarily from non-operated working interests, but carries higher risk than royalty peers due to elevated operating costs. Despite weak FY2026 results and shareholder dilution from a Permian acquisition, EPM is rated a small BUY as capex is set to decline and new royalties should boost cash flow. Dividend coverage is tight but projected to improve, with management targeting $4–6M capex and pro forma free cash flow potentially covering the $19.3M annual dividend.
Free float vs. closely held shares
13F institutional holdings are not available in the current data plan.
SEC Form 4 filings
| Date | Insider | Role | Type | Shares @ price | Value |
|---|---|---|---|---|---|
| Sep 17, 26 | Loyd Kelly William | director, officer: PRESIDENT & CEO | A-Award | 168,049 | — |
Evolution Petroleum (NYSEAMERICAN:EPM) said its strategy remains centered on generating cash flow to support shareholder dividends, while expanding its portfolio of non-operated working interests and mineral and royalty interests across several U.S. producing basins. Speaking at the Noble Capital Markets October 2026 Virtual Equity Conference, Chief Executive Officer Kelly Loyd said the company has returned
Reported EPS vs. consensus estimate
| Report date | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|
| Sep 15, 2026 | 0.01 | 0.13 | Beat 1849.0% | $24.21M |
| May 12, 2026 | 0.02 | -0.26 | Miss -1400.0% | $20.17M |
| Feb 10, 2026 | 0.00 | 0.03 | Beat 637.1% | $20.68M |
| Nov 11, 2025 | 0.02 | 0.02 | Beat 0.0% | $21.29M |
| Sep 16, 2025 | 0.02 | 0.10 | Beat 400.0% | $21.11M |
| May 13, 2025 | 0.04 | -0.07 | Miss -270.0% | $22.56M |
| Sep 17, 26 |
| Loyd Kelly William |
| director, officer: PRESIDENT & CEO |
| A-Award |
| 84,025 |
| — |
| Sep 17, 26 | Beatty Kelly | officer: CHIEF ACCOUNTING OFFICER | A-Award | 34,357 | — |
| Sep 17, 26 | Beatty Kelly | officer: CHIEF ACCOUNTING OFFICER | A-Award | 17,179 | — |
| Sep 17, 26 | Stash Ryan | officer: SVP & CFO | A-Award | 97,561 | — |
| Sep 17, 26 | Stash Ryan | officer: SVP & CFO | A-Award | 48,781 | — |
| Sep 17, 26 | Bunch John Mark | officer: COO | A-Award | 91,120 | — |
| Sep 17, 26 | Bunch John Mark | officer: COO | A-Award | 45,560 | — |