Is Evolution Petroleum Corporation (EPM) a Buy, Sell, or Hold?
AMEX : EPM
Evolution Petroleum Corporation — Institutional Ownership
$3.65 USD
$0.1 (2.82%)
- Volume
- 186.54K
- Average Volume
- 353.38K
- Market Capitalization
- $130.75M
- P/E Ratio
- -35.03
- Dividend Yield
- 13.15%
- Price Target
- $4.00
- Year High
- $5.70
- Year Low
- $3.19
- Day High
- —
- Day Low
- —
- Payout Ratio
- -$4.61
- Current Ratio
- $0.61
Institutional Ownership Summary
Institutional Ownership %
15.67%
Investors Holding
45
change: -78.0 | last: 123
Increased Positions
28
change: -35.0 | last: 63
Reduced Positions
9
change: -32.0 | last: 41
New Positions
11
change: -15.0 | last: 26
Sold Positions
86
change: 62.0 | last: 24
Total Calls
-
Total Puts
-
Put-Call Ratio
0.00
change: -13.0602 | last: 0.1306
Total Invested
19.59M
Beneficial Ownership Filings
| Filing Date | Reporting Person | Amount Beneficially Owned | % of Class |
|---|---|---|---|
| 2026-01-02 | WealthTrust Axiom LLC | 1.95B | 5.62% |
| 2025-04-17 | BlackRock, Inc. | 2.14M | 6.20% |
| 2024-08-15 | WealthTrust Axiom LLC | 1.68M | 5.04% |
| 2024-01-25 | (1) BlackRock, Inc. | 2.77M | 8.30% |
| 2022-10-07 | (1) BlackRock, Inc. | 1.43M | 4.30% |
| 2022-02-11 | 26-0385758 | 2.09M | 6.21% |
| 2022-02-11 | Wasatch Advisors, Inc. 87-0319391 | 2.13M | 6.30% |
| 2022-02-11 | 13-3127734 | 2.09M | 6.21% |
| 2022-02-01 | (1) BlackRock, Inc. | 2.24M | 6.70% |
| 2021-02-16 | ArrowMark Colorado Holdings, LLC | 2.47M | 7.50% |
| 2021-02-11 | 26-0385758 | 2.36M | 7.06% |
| 2021-02-11 | 13-3127734 | 2.36M | 7.06% |
| 2021-01-27 | (1) BlackRock, Inc. | 3.75M | 11.40% |
| 2020-02-13 | 13-3127734 | 2.59M | 7.84% |
| 2020-02-13 | 26-0385758 | 2.59M | 7.84% |
| 2020-02-04 | (1) BlackRock, Inc. | 3.55M | 10.80% |
| 2019-05-10 | (1) BlackRock, Inc. | 3.33M | 10.00% |
| 2019-02-14 | ArrowMark Colorado Holdings LLC | 1.31M | 3.90% |
| 2019-02-13 | Piper Jaffray Companies | 1.22M | 3.70% |
| 2019-02-13 | Advisory Research Inc. | 1.22M | 3.70% |
| 2019-02-12 | 13-3127734 | 1.97M | 5.95% |
| 2019-02-12 | 26-0385758 | 1.97M | 5.95% |
| 2019-02-04 | (1) BlackRock, Inc. | 3.31M | 9.98% |
| 2018-12-07 | (1) BlackRock, Inc. | 3.35M | 10.10% |
| 2018-02-09 | ArrowMark Colorado Holdings LLC | 2.49M | 7.50% |
| 2018-01-29 | (1) BlackRock, Inc. | 2.23M | 6.80% |
| 2017-01-31 | Advisory Research Inc. | 2.81M | 8.50% |
| 2017-01-31 | Piper Jaffray Companies | 2.81M | 8.50% |
| 2017-01-24 | (1) BlackRock, Inc. | 1.95M | 5.90% |
| 2016-11-03 | 43-2076925 | 1.29M | 3.90% |
| 2016-03-10 | Advisory Research Inc. | 3.5M | 10.60% |
| 2016-03-10 | Piper Jaffray Companies | 3.5M | 10.60% |
| 2016-02-16 | Piper Jaffray Companies | 3.21M | 9.80% |
| 2016-02-16 | Advisory Research Inc. | 3.21M | 9.80% |
| 2016-02-12 | 43-2076925 | 2.5M | 7.60% |
| 2016-01-28 | (1) BlackRock, Inc. | 1.92M | 5.90% |
| 2015-02-12 | 43-2076925 | 2.7M | 8.20% |
| 2014-03-13 | Panakeia Energy Fund, LP | 175K | 0.50% |
| 2014-03-13 | Hephaestus Energy Fund, LP | 700.97K | 2.20% |
| 2014-03-13 | Urja, LP | 12153.0 | 0.04% |
| 2014-03-13 | Luxiver, LP | 1.29M | 4.00% |
| 2014-03-13 | Navitas Fund, LP | 975.04K | 3.00% |
| 2014-03-13 | John V. Lovoi | 5.01M | 15.50% |
| 2014-03-13 | Belridge Energy Advisors, LP | 1.33M | 4.10% |
| 2014-03-13 | TJS Energy Fund, LP | 40000.0 | 0.10% |
| 2014-03-13 | Asklepios Energy Fund, LP | 199.7K | 0.60% |
| 2014-03-13 | JVL Partners, LP | 279.86K | 0.90% |
| 2014-02-14 | 04-2683227 | 1.7M | 5.94% |
| 2014-02-14 | Advisory Research Energy Fund, L.P. / 20-2354375 | 595.36K | 2.10% |
| 2014-02-14 | Piper Jaffray Companies / 30-0168701 | 744.99K | 2.60% |
| 2014-02-12 | 43-2076925 | 2M | 7.00% |
| 2013-02-15 | Advisory Research Energy Fund, L.P. / 20-2354375 | 1.53M | 5.47% |
| 2013-02-14 | 43-2076925 | 1.91M | 6.80% |
| 2013-02-14 | Piper Jaffray Companies / 30-0168701 | 2.01M | 7.18% |
| 2013-02-14 | 04-2683227 | 1.78M | 6.34% |
| 2012-10-30 | John Lovoi | 5.05M | 17.50% |
| 2012-10-30 | Asklepios Energy Fund, LP | 105K | 0.40% |
| 2012-10-30 | Navitas Fund LP | 1.4M | 4.90% |
| 2012-10-30 | JVL Partners, LP | 279.86K | 1.00% |
| 2012-10-30 | Belridge Energy Advisors, LP | 1.97M | 6.80% |
| 2012-10-30 | Navitas Fund (QP) LP | 175.27K | 0.60% |
| 2012-10-30 | Luxiver, LP | 1.12M | 3.90% |
| 2012-02-14 | Robert S. Herlin | 3.09M | 10.50% |
| 2012-02-14 | Piper Jaffray Companies / 30-0168701 | 1.62M | 5.84% |
| 2012-02-09 | 43-2076925 | 2.01M | 7.20% |
| 2011-11-18 | John Lovoi | 4.99M | 18.00% |
| 2011-11-18 | Luxiver, LP | 656.23K | 2.40% |
| 2011-11-18 | Belridge Energy Advisors, LP | 1.97M | 7.10% |
| 2011-11-18 | JVL Global Energy (QP), LP | 689.57K | 2.50% |
| 2011-11-18 | Navitas Fund (QP), L.P. | 175.27K | 0.60% |
| 2011-11-18 | Navitas Fund LP | 1.5M | 5.40% |
| 2011-02-14 | 43-2076925 | 2.39M | 8.70% |
| 2011-02-11 | Advisory Research Energy Fund, L.P. / 20-2354375 | 1.15M | 4.18% |
| 2010-02-16 | 43-2076925 | 2.54M | 9.40% |
| 2010-02-12 | Advisory Research, Inc. / 36-2831881 | 1.4M | 5.16% |
| 2010-02-12 | Advisory Research Energy Fund, L.P. / 20-2354375 | 1.4M | 5.16% |
| 2009-09-14 | Advisory Research Energy Fund, L.P. / 20-2354375 | 1.4M | 5.32% |
| 2008-07-11 | Trust | 500K | 1.90% |
| 2008-07-11 | Q. Cagan | 7.22M | 27.00% |
| 2008-07-11 | McAfee Capital Partners, LLC | 165K | 0.60% |
| 2008-07-11 | Trust | 500K | 1.90% |
| 2008-06-19 | Scott Bedford | 1.5M | 5.59% |
| 2008-02-07 | John Lovoi (1) | 1.74M | 6.48% |
| 2007-12-07 | John Lovoi (1) | 1.61M | 6.01% |
| 2007-06-04 | Capital, LLC | 2.7M | 10.10% |
| 2007-06-04 | A McAfee | 3.7M | 13.80% |
| 2007-06-04 | Capital, LLC | 1.75M | 6.50% |
| 2006-02-28 | Robert S. Herlin | 1.61M | 6.20% |
| 2001-09-06 | 13-3682185 | 250K | 4.30% |
| 2001-01-22 | 13-3682185 | 250K | 5.30% |
| 2000-10-06 | 13-3682185 | 250K | 5.30% |
| 2000-10-06 | 41-1501962 | 87050.0 | 1.90% |
| 2000-02-02 | 13-3682185 | 525K | 11.20% |
| 2000-02-02 | 41-1501962 | 555.6K | 11.90% |
| 1999-09-07 | 41-1501962 | 684.55K | 14.70% |
| 1999-09-07 | 13-3682185 | 525K | 11.20% |
| 1999-09-07 | 13-3682185 | 525K | 11.20% |
| 1999-09-07 | 41-1501962 | 684.55K | 14.70% |
| 1999-02-04 | 13-3682185 | 550K | 11.70% |
| 1999-02-04 | 41-1501962 | 901.8K | 19.30% |
| 1998-07-08 | 41-1501962 | 1.12M | 23.90% |
| 1998-07-08 | 13-3682185 | 550K | 11.80% |
| 1998-02-17 | Paul J. Wendorff | 574.58K | 12.30% |
| 1998-02-17 | Paul J. Wendorff | 574.58K | 12.30% |
| 1998-02-11 | 41-1501962 | 1.33M | 28.50% |
| 1998-02-11 | 13-3682185 | 550K | 11.80% |
| 1998-01-09 | 13-3682185 | 550K | 11.80% |
| 1998-01-09 | 13-3682185 | 550K | 11.80% |
| 1998-01-09 | 41-1501962 | 1.39M | 29.80% |
| 1998-01-09 | 41-1501962 | 1.39M | 29.80% |
EPM Enterprise Value History
Annual
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2025-06-30 | $4.70 | 33.16M | $155.84M | $2.51M | $37.57M | $190.9M |
| 2024-06-30 | $5.35 | 32.69M | $174.9M | $6.45M | $39.66M | $208.11M |
| 2023-06-30 | $8.07 | 32.98M | $266.19M | $11.03M | $184K | $255.34M |
| 2022-06-30 | $5.46 | 32.95M | $179.92M | $8.28M | $21.28M | $192.91M |
| 2021-06-30 | $4.96 | 33.26M | $164.99M | $5.28M | $4.08M | $163.8M |
| 2020-06-30 | $2.80 | 33.03M | $92.49M | $19.66M | $139.27K | $72.96M |
| 2019-06-30 | $7.05 | 33.16M | $233.78M | $31.55M | -$ | $202.23M |
| 2018-06-30 | $9.85 | 33.13M | $326.3M | $24.93M | -$ | $301.37M |
| 2017-06-30 | $8.10 | 33.03M | $267.58M | $23.03M | -$ | $244.55M |
| 2016-06-30 | $5.47 | 32.81M | $179.47M | $34.08M | -$ | $145.4M |
Quarterly
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4.58 | 33.98M | $155.62M | $2.62M | $369K | $153.38M |
| 2025-12-31 | $3.54 | 33.82M | $119.71M | $3.76M | $386K | $116.33M |
| 2025-09-30 | $4.82 | 33.72M | $162.55M | $714K | $53.04M | $214.88M |
| 2025-06-30 | $4.70 | 33.55M | $157.7M | $2.51M | $37.57M | $192.76M |
| 2025-03-31 | $5.18 | 33.43M | $173.18M | $5.6M | $35.59M | $203.17M |
| 2024-12-31 | $5.23 | 32.93M | $172.24M | $11.67M | $39.61M | $200.19M |
| 2024-09-30 | $5.31 | 32.72M | $173.75M | $6.94M | $39.63M | $206.45M |
| 2024-06-30 | $5.35 | 33.35M | $178.45M | $6.45M | $39.66M | $211.66M |
| 2024-03-31 | $6.11 | 32.7M | $199.81M | $3.07M | $42.68M | $239.42M |
| 2023-12-31 | $5.81 | 32.69M | $189.95M | $8.46M | $198K | $181.68M |
| 2023-09-30 | $6.84 | 32.66M | $223.41M | $9.41M | $171K | $214.17M |
| 2023-06-30 | $8.07 | 32.62M | $263.23M | $11.03M | $184K | $252.38M |