EPM on NYSE
EVOLUTION PETROLEUM CORP
American crude petroleum and natural gas company based in Houston.
Price unavailable
Last updated Oct 18, 2026.
Overview
Compare with Kolibri Global Energy Inc., Epsilon Energy Ltd. or DORCHESTER MINERALS, L.P., or pick any stock.
Financials
From the company’s reports to the SEC. Every number links to the filing it came from.
Key numbers, fiscal 2026
What sells
Revenue by product, business segment and region, as the company reports it to the SEC.
Products and services
Crude Oil brought in 59% of the revenue EVOLUTION PETROLEUM CORP broke down this way in fiscal 2026.
Products and services by year
| Products and services | 2025 | 2026 |
|---|---|---|
| Crude Oil | $51.1M | $50.6M |
| Natural Gas | $23.5M | $25.0M |
| Natural Gas Liquids (NGL) | $11.2M | $10.7M |
Where the money goes
Where each dollar of revenue went, fiscal 2026
- Cost of revenue58¢$50.3M
- Other costs41¢$35.3M
- Income tax1¢$718.0K
Out of $86.3M in revenue.2 The company lost money this year.
Where each dollar of operating cash went, fiscal 2026
- Dividends paid72¢$16.9M
- Share buybacks1¢$225.0K
- Kept or used elsewhere27¢$6.3M
Out of $23.5M of cash from operations.2
Financial statements
Every line of the income statement as filed: the last 2 fiscal years, latest first.2
| Period ending | 2026-06-30 | 2025-06-30 |
|---|---|---|
| Total revenues | $86.3M | $85.8M |
| Lease operating costs | $50.3M | $49.3M |
| Depletion, depreciation, and accretion | $22.8M | $22.0M |
| General and administrative expenses | $9.7M | $10.3M |
| Total operating costs | $82.9M | $81.7M |
| Income (loss) from operations | $3.5M | $4.2M |
| Net gain (loss) on derivative contracts | -$2.9M | $473.0K |
| Interest and other income | $72.0K | $191.0K |
| Interest expense | -$3.8M | -$3.0M |
| Income (loss) before income taxes | -$3.1M | $1.9M |
| Income tax (expense) benefit | $718.0K | -$396.0K |
| Net income (loss) | -$2.4M | $1.5M |
| Basic (in dollars per share) | -$0.08 | $0.03 |
| Diluted (in dollars per share) | -$0.08 | $0.03 |
| Basic (in shares) | 34.3M shares | 33.2M shares |
| Diluted (in shares) | 34.3M shares | 33.3M shares |
No quarter-by-quarter statement was filed.
Every line of the balance sheet as filed: the last 3 fiscal years (annual) or 3 quarters (quarterly), latest first.2
| Period ending | 2026-06-30 | 2025-06-30 | 2024-06-30 |
|---|---|---|---|
| Cash and cash equivalents | $6.1M | $2.5M | |
| Receivables from crude oil, natural gas, and natural gas liquids revenues | $10.1M | $10.8M | |
| Derivative contract assets | $2.1M | $1.8M | |
| Prepaid expenses and other current assets | $2.2M | $2.3M | |
| Total current assets | $20.5M | $17.4M | |
| Oil and natural gas properties, net - full-cost method of accounting, of which none were excluded from amortization | $147.0M | $142.2M | |
| Derivative contract assets | $478.0K | $198.0K | |
| Other assets, net | $734.0K | $431.0K | |
| Total assets | $168.7M | $160.3M | |
| Accounts payable | $13.8M | $12.9M | |
| Accrued liabilities and other | $5.7M | $6.9M | |
| Derivative contract liabilities | $2.9M | $1.6M | |
| Total current liabilities | $22.4M | $21.4M | |
| Senior secured credit facility | $56.5M | $37.5M | |
| Deferred income taxes | $5.3M | $6.2M | |
| Asset retirement obligations | $23.6M | $21.5M | |
| Derivative contract liabilities | $190.0K | $1.8M | |
| Operating lease liability | $351.0K | ||
| Total liabilities | $108.3M | $88.4M | |
| Common stock; par value $0.001; 100,000,000 shares authorized: issued and outstanding 35,949,843 and 34,337,188 shares as of June 30, 2026 and 2025, respectively | $36.0K | $34.0K | |
| Additional paid-in capital | $54.6M | $46.6M | |
| Retained earnings | $5.8M | $25.1M | |
| Total stockholders' equity | $60.4M | $71.8M | $81.1M |
| Total liabilities and stockholders' equity | $168.7M | $160.3M | |
| Common stock, par value (in dollars per share) | $0.00 | $0.00 | |
| Common stock, shares authorized (in shares) | 100.0M shares | 100.0M shares | |
| Common stock, issued shares (in shares) | 35.9M shares | 34.3M shares | |
| Common stock, outstanding shares (in shares) | 35.9M shares | 34.3M shares |
| Period ending | 2026-06-30 | 2025-06-30 | 2024-06-30 |
|---|---|---|---|
| Cash and cash equivalents | $6.1M | $2.5M | |
| Receivables from crude oil, natural gas, and natural gas liquids revenues | $10.1M | $10.8M | |
| Derivative contract assets | $2.1M | $1.8M | |
| Prepaid expenses and other current assets | $2.2M | $2.3M | |
| Total current assets | $20.5M | $17.4M | |
| Oil and natural gas properties, net - full-cost method of accounting, of which none were excluded from amortization | $147.0M | $142.2M | |
| Derivative contract assets | $478.0K | $198.0K | |
| Other assets, net | $734.0K | $431.0K | |
| Total assets | $168.7M | $160.3M | |
| Accounts payable | $13.8M | $12.9M | |
| Accrued liabilities and other | $5.7M | $6.9M | |
| Derivative contract liabilities | $2.9M | $1.6M | |
| Total current liabilities | $22.4M | $21.4M | |
| Senior secured credit facility | $56.5M | $37.5M | |
| Deferred income taxes | $5.3M | $6.2M | |
| Asset retirement obligations | $23.6M | $21.5M | |
| Derivative contract liabilities | $190.0K | $1.8M | |
| Operating lease liability | $351.0K | ||
| Total liabilities | $108.3M | $88.4M | |
| Common stock; par value $0.001; 100,000,000 shares authorized: issued and outstanding 35,949,843 and 34,337,188 shares as of June 30, 2026 and 2025, respectively | $36.0K | $34.0K | |
| Additional paid-in capital | $54.6M | $46.6M | |
| Retained earnings | $5.8M | $25.1M | |
| Total stockholders' equity | $60.4M | $71.8M | $81.1M |
| Total liabilities and stockholders' equity | $168.7M | $160.3M | |
| Common stock, par value (in dollars per share) | $0.00 | $0.00 | |
| Common stock, shares authorized (in shares) | 100.0M shares | 100.0M shares | |
| Common stock, issued shares (in shares) | 35.9M shares | 34.3M shares | |
| Common stock, outstanding shares (in shares) | 35.9M shares | 34.3M shares |
Cash flow is reported year to date, not quarter by quarter, so there are no separate quarterly figures.
Every line of the cash flow as filed: the last 2 fiscal years, latest first.2
| Period ending | 2026-06-30 | 2025-06-30 |
|---|---|---|
| Net income (loss) | -$2.4M | $1.5M |
| Depletion, depreciation, and accretion | $22.8M | $22.0M |
| Stock-based compensation | $2.3M | $2.5M |
| Settlement of asset retirement obligations | -$246.0K | -$385.0K |
| Deferred income taxes | -$963.0K | -$468.0K |
| Unrealized (gain) loss on derivative contracts | -$902.0K | $492.0K |
| Accrued settlements on derivative contracts | $631.0K | -$251.0K |
| Amortization of debt issuance costs | $156.0K | |
| Other | $24.0K | -$8.0K |
| Receivables from crude oil, natural gas, and natural gas liquids revenues | $1.2M | $75.0K |
| Prepaid expenses and other current assets | $25.0K | $2.9M |
| Accounts payable and accrued liabilities and other | $918.0K | $4.8M |
| State and federal taxes payable | -$74.0K | |
| Net cash provided by operating activities | $23.5M | $33.1M |
| Acquisition of oil and natural gas properties | -$23.0M | -$9.0M |
| Proceeds from the sale of unproved oil and natural gas properties | $3.1M | |
| Capital expenditures for oil and natural gas properties | -$7.3M | -$12.6M |
| Net cash used in investing activities | -$27.2M | -$21.6M |
| Common stock dividends paid | -$16.9M | -$16.3M |
| Common stock repurchases, including stock surrendered for tax withholding | -$225.0K | -$442.0K |
| Borrowings under senior secured credit facility | $22.0M | $2.0M |
| Repayments of senior secured credit facility | -$3.0M | -$4.0M |
| Debt issuance costs | -$379.0K | -$90.0K |
| Issuance of common stock | $6.1M | $3.8M |
| Offering costs | -$236.0K | -$310.0K |
| Net cash provided by (used in) financing activities | $7.3M | -$15.3M |
| Net increase (decrease) in cash and cash equivalents | $3.6M | -$3.9M |
| Cash paid for interest on senior secured credit facility | $3.7M | $3.1M |
| Cash paid for income taxes | $1.4M | $874.0K |
| Cash refunded from income taxes | $884.0K | $1.0M |
| Increase (decrease) in accrued capital expenditures for oil and natural gas properties | -$1.9M | $79.0K |
| Oil and natural gas property costs attributable to the recognition of asset retirement obligations | $411.0K | $800.0K |
| Accrued debt issuance costs | $275.0K | |
| Accrued offering costs | $10.0K |
No quarter-by-quarter statement was filed.
Leadership
Who has led EVOLUTION PETROLEUM CORP, and when. Pick a name to see everywhere that person has worked.
Chair
Chief financial officer
- Chief executive officerKelly William Loyd Nov 3, 2022 to now13
- Chief executive officerRandall D. Keys Feb 24, 2016 to Apr 27, 201814
- Chief executive officerRobert S. Herlin Feb 24, 2006 to Dec 7, 201515
- ChairRobert S. Herlin Feb 24, 2016 to Nov 15, 201616
- PresidentKelly William Loyd Nov 3, 2022 to now13
- PresidentRandall D. Keys Sep 2, 2014 to Apr 27, 201817
- PresidentRobert S. Herlin Sep 24, 2009 to Jun 11, 201418
- Chief financial officerRyan Stash Nov 30, 2020 to now19
- Chief financial officerDavid Joe Feb 12, 2016 to Dec 10, 201920
- Chief financial officerRandall D. Keys Feb 10, 2014 to Dec 7, 201521
- Chief financial officerSterling McDonald Feb 24, 2006 to Jan 28, 201422
Board members and other officers (14)
- Principal Accounting OfficerKelly Beatty Dec 14, 2022 to now23
- Vice President and C.A.O.Roderick A. Schultz Aug 4, 2021 to Jul 6, 202224
- VP, Chief Admin. OfficerDavid Joe Jan 10, 2014 to Dec 7, 201525
- Vice President of OperationsDaryl Mazzanti V. May 11, 2006 to Sep 23, 201526
- Board memberMyra C. Bierria Sep 19, 2022 to now27
- Board memberMarjorie Anne Hargrave Mar 4, 2021 to now28
- Board memberMarran H. Ogilvie Dec 11, 2017 to Dec 11, 201929
- Board memberScott Bedford Oct 5, 2009 to May 14, 201530
- Board memberKelly William Loyd Dec 17, 2008 to now31
- Board memberWilliam Dozier Jan 19, 2006 to now32
- Board memberRobert S. Herlin Feb 24, 2006 to now15
- Board memberEdward John Dipaolo May 17, 2006 to now33
- Board memberGene G. Stoever May 17, 2006 to Dec 11, 201734
- Board memberLaird Q. Cagan Jun 22, 2006 to Dec 2, 201335
Former names
Timeline
Filings
198 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 50 major events, 94 insider forms, 11 large holders, 23 other. The latest 20:
- Sep 21, 20264 EDGAR
- Sep 21, 20264 EDGAR
- Sep 21, 20264 EDGAR
- Sep 21, 20264 EDGAR
- Sep 16, 202610-K EDGAR
- Sep 15, 20268-K EDGAR
- Sep 3, 20264 EDGAR
- Sep 3, 20264 EDGAR
- Sep 3, 20264 EDGAR
- Sep 3, 20264 EDGAR
- Aug 21, 20268-K EDGAR
- Aug 20, 20268-K EDGAR
- Aug 19, 2026424B5 EDGAR
- Aug 18, 2026424B5 EDGAR
- Aug 18, 20268-K EDGAR
- Jul 2, 20264 EDGAR
- Jul 2, 20264 EDGAR
- Jul 2, 20264 EDGAR
- Jul 2, 20264 EDGAR
- May 13, 202610-Q EDGAR
The 198 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last three years, summarized. The full record is on SEC EDGAR.
Insider trades and holders
Large holders
Investors who own more than 5% must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively. 11 such filings since October 2021, the latest 10:
- Jan 2, 2026SCHEDULE 13G/A
- Aug 15, 2024SC 13G
- Jan 25, 2024SC 13G
- Apr 7, 2023SC 13G/A
- Feb 13, 2023SC 13G/A
- Feb 10, 2023SC 13G/A
- Oct 7, 2022SC 13G/A
- Feb 14, 2022SC 13G/A
- Feb 11, 2022SC 13G/A
- Feb 11, 2022SC 13G
From Forms 4 and Schedules 13D and 13G filed with the SEC.
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.
13F reports cover disclosed long positions in U.S. stocks only.
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
- 11
- 12
- 13
- 14
- 15
- 16SEC EDGARRobert S. Herlin, Chair
- 17SEC EDGARRandall D. Keys, President
- 18SEC EDGARRobert S. Herlin, President
- 19SEC EDGARRyan Stash, Chief financial officer
- 20SEC EDGARDavid Joe, Chief financial officer
- 21
- 22
- 23
- 24
- 25SEC EDGARDavid Joe, VP, Chief Admin. Officer
- 26
- 27SEC EDGARMyra C. Bierria, Board member
- 28SEC EDGARMarjorie Anne Hargrave, Board member
- 29SEC EDGARMarran H. Ogilvie, Board member
- 30SEC EDGARScott Bedford, Board member
- 31SEC EDGARKelly William Loyd, Board member
- 32SEC EDGARWilliam Dozier, Board member
- 33SEC EDGAREdward John Dipaolo, Board member
- 34SEC EDGARGene G. Stoever, Board member
- 35SEC EDGARLaird Q. Cagan, Board member
- 36