What is the 13F Pro Quality Score for EPM?

13F Pro ranks EVOLUTION PETROLEUM CORP (EPM) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View EPM's current score at https://13fpro.ai/research/EPM (free sign-up required for the full ranking).

Which hedge funds own the most EPM stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of EPM include BlackRock,, WealthTrust Axiom, DIMENSIONAL FUND ADVISORS. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/EPM as soon as new 13F filings post.

Where does 13F Pro source EPM data?

All EVOLUTION PETROLEUM CORP fundamentals and ownership data come directly from SEC EDGAR. EVOLUTION PETROLEUM CORP files with the SEC under CIK 1006655. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is EPM in?

EVOLUTION PETROLEUM CORP (EPM) is classified in the Energy sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/energy.

How often is EPM research updated on 13F Pro?

EPM's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

EVOLUTION PETROLEUM CORP(EPM)Stock Analysis

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13F Pro Quality Score

32.4/100

Rank #2,273 of 2,879 stocks

View Energy peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

28.5/100

Profitability

18.3/100

Balance Sheet

22.9/100

Earnings Quality

30.0/100

Free Cash Flow

84.8/100

Institutional Flow

25.6/100

Revenue Scale

15.6/100

Dilution Risk

34.5/100

EPM Stock Analysis & AI Quality Score

AI stock analysis and institutional research for EVOLUTION PETROLEUM CORP (EPM), a Energy sector company. 13F Pro's AI-powered ranking engine scores EPM at 32.4/100 on a 32-signal composite quality model, placing it at rank #2,273 of 2,879 stocks — the bottom half of the AI-ranked universe. EPM scores in the top quartile across free cash flow (84.8). Areas of concern include revenue scale (15.6) and profitability (18.3), which score below median versus the broader universe. Shareholder dilution risk is elevated at 34.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q3 2026), EVOLUTION PETROLEUM CORP reports quarterly revenue of $20.2M, net income of $-8.9M, an operating margin of -2.8%. Top institutional holders of EPM by reported 13-F value include BlackRock,, WealthTrust Axiom, DIMENSIONAL FUND ADVISORS, based on the most recent SEC filings. EPM trades on the NYSE exchange and files with the SEC under CIK 1006655. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate EPM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for EVOLUTION PETROLEUM CORP directly from SEC EDGAR. EVOLUTION PETROLEUM CORP's 13F Pro composite quality score has ranged between 21 and 75 since 2021, currently 32.4 — an improving long-term trajectory across 28 quarterly and live scoring snapshots.

✦

Fun facts about EVOLUTION PETROLEUM CORP

Quirks, history, and lore behind EPM — the kind of stuff that makes a stock memorable.

1
The Basics
A small-cap U.S. energy company · listed on NYSE American · headquartered in Houston, Texas · focused on oil and natural gas production.
2
The Numbers
Revenue in the range of tens of millions of dollars annually — this is no supermajor; it's a micro-cap operator that punches carefully within its weight class.
3
The History
Founded in the early 2000s, the company built its identity around acquiring and developing mature, producing oil fields rather than chasing frontier exploration risk.
4
The Secret
Its bread and butter is enhanced oil recovery (EOR) — coaxing more crude out of aging reservoirs that other operators have largely moved on from.
5
The Lore
Its flagship asset sits in the Delhi Field in Louisiana, a legacy reservoir where CO₂ injection is used to squeeze out incremental barrels — green-ish oil, if you squint.
6
The Giveaway
A Houston EOR specialist with a royalty interest in the Delhi CO₂ flood, a ticker that spells out a unit of energy, and a name that sounds like it belongs in a geology textbook.

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Revenue

Q3 2026

$20.2M

Net Income

Q3 2026

$-8.9M

Free Cash Flow

Q3 2026

$3.5M

Operating Margin

Q3 2026

-2.8%

ROIC

Q3 2026

-1.0%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-33.2% YoY

$85.9MFY 2024

FY20 $29.6MFY21 $32.7MFY23 $128.5MFY24 $85.9M

Net Income

-88.4% YoY

$4.1MFY 2024

FY20 $5.9MFY21 $-16.4MFY23 $35.2MFY24 $4.1M

Operating Income

-82.5% YoY

$7.9MFY 2024

FY20 $3.7MFY21 $-20.7MFY23 $45.1MFY24 $7.9M

EPS (Diluted)

-88.5% YoY

$0.12FY 2024

FY20 $0.18FY21 $-0.50FY23 $1.04FY24 $0.12

Total Assets

+26.9% YoY

$162.9MFY 2024

FY20 $92.1MFY21 $76.7MFY23 $128.3MFY24 $162.9M

Op. Cash Flow

-55.7% YoY

$22.7MFY 2024

FY20 $12.4MFY21 $4.7MFY23 $51.3MFY24 $22.7M

Metric	FY 2024	FY 2023	FY 2021	FY 2020	FY 2019	FY 2016
Revenue	$85.9M -33.2%	$128.5M +293.0%	$32.7M +10.5%	$29.6M -31.5%	$43.2M +64.1%	$26.3M
Net Income	$4.1M -88.4%	$35.2M +314.2%	$-16.4M -376.9%	$5.9M -61.4%	$15.4M -37.6%	$24.7M
Operating Income	$7.9M -82.5%	$45.1M +317.5%	$-20.7M -662.3%	$3.7M -79.1%	$17.6M +959.1%	$1.7M
EPS (Diluted)	$0.12 -88.5%	$1.04 +308.0%	$-0.50 -377.8%	$0.18 -60.9%	$0.46 -37.0%	$0.73
Total Assets	$162.9M +26.9%	$128.3M +67.3%	$76.7M -16.7%	$92.1M -3.8%	$95.8M -1.7%	$97.5M
Operating Cash Flow	$22.7M -55.7%	$51.3M +983.3%	$4.7M -61.8%	$12.4M -48.5%	$24.1M -21.5%	$30.7M

AI Insight: EPM Financial Trends

EPM deteriorated sharply in Q1 2026 with a $9M net loss, collapsing operating cash flow to $3M, and equity eroding to $58M.

• Revenue flat to declining since Q2 2025, averaging $21M quarterly through Q4 2025, then dropped to $20M in Q1 2026.

• Operating cash flow compressed from $10M in Q2 2025 to $3M in Q1 2026—a 70% decline in latest quarter.

• Equity base shrunk $23M (28%) from Q2 2024 ($81M) to Q1 2026 ($58M), signaling persistent cash burn.

⚠ Q1 2026 $9M net loss reversal after profitability in Q2–Q3 2025; operating margin turned negative.

⚠ Operating cash flow volatility and sub-$5M generation in latest quarter raises sustainability questions.

AI Insight: EPM Ratio Trends

Evolution Petroleum collapsed into losses in Q1 2026, with net margin cratering to –44.3% and ROIC turning negative after a volatile 2025.

• Operating margin deteriorated to –2.8% in Q1 2026 from +3.2% in Q4 2025, marking the second negative quarter in nine periods.

• Net profit margin plunged to –44.3% in Q1 2026 versus +5.1% in Q4 2025, suggesting a material one-time charge or operational shock.

• ROE fell to –61.2% in Q1 2026 from +6.3% in Q4 2025; ROIC turned –3.8% versus +3.9%, eroding shareholder value creation.

⚠ Q1 2026 represents worst quarter in dataset; investigate whether charge is non-recurring or signals fundamental operational deterioration.

⚠ 2025 showed high volatility (NPM ranged –9.7% to +16.2%); stability and profitability recovery critical to investor confidence.

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Available Research

13F Pro tracks comprehensive data for EVOLUTION PETROLEUM CORP including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of EPM

BlackRock, Inc.
$10.8M2,365,816 sh
WealthTrust Axiom LLC
$9.8M2,136,216 sh
DIMENSIONAL FUND ADVISORS LP
$6.7M1,453,218 sh
VANGUARD CAPITAL MANAGEMENT LLC
$5.7M1,247,734 sh
AMERICAN CENTURY COMPANIES INC
$5.0M1,084,339 sh
RAYMOND JAMES FINANCIAL INC
$4.7M1,029,498 sh
RENAISSANCE TECHNOLOGIES LLC
$4.4M952,897 sh
GEODE CAPITAL MANAGEMENT, LLC
$3.6M778,365 sh
CWA Asset Management Group, LLC
$3.2M709,287 sh
STATE STREET CORP
$3.2M692,504 sh

Fund	Value	Shares
BlackRock, Inc.	$10.8M	2,365,816
WealthTrust Axiom LLC	$9.8M	2,136,216
DIMENSIONAL FUND ADVISORS LP	$6.7M	1,453,218
VANGUARD CAPITAL MANAGEMENT LLC	$5.7M	1,247,734
AMERICAN CENTURY COMPANIES INC	$5.0M	1,084,339
RAYMOND JAMES FINANCIAL INC	$4.7M	1,029,498
RENAISSANCE TECHNOLOGIES LLC	$4.4M	952,897
GEODE CAPITAL MANAGEMENT, LLC	$3.6M	778,365
CWA Asset Management Group, LLC	$3.2M	709,287
STATE STREET CORP	$3.2M	692,504

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Is EPM a good stock to buy?

13F Pro's AI-powered analysis of EVOLUTION PETROLEUM CORP (EPM) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Energy sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for EPM are available on the EPM stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own EPM?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling EPM. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of EVOLUTION PETROLEUM CORP's investment landscape.