Evolution Petroleum Corporation (NYSE American: EPM) reported a fiscal first-quarter 2027 net loss of $3.0 million, or $0.08 per basic and diluted share, for the three months ended September 30, 2026. Total revenue was $22.6 million, including $22.6 million of oil, natural gas and natural gas liquids revenue, compared with $21.3 million a year earlier.
Average production was 6,978 BOEPD, down 5% year over year, while the average realized commodity price increased 11% to $35.13 per BOE. The company also declared a $0.12-per-share cash dividend payable December 31, 2026.
- Net loss was $2.992 million, versus net income of $824,000 in the prior-year quarter.
- Oil, natural gas and NGL revenue increased 6% to $22.554 million.
- Lease operating costs declined to $12.4 million from $13.1 million.
- Cash and cash equivalents totaled $3.1 million, with $60.0 million of outstanding borrowings as of September 30.
- Fiscal Q1 cash dividends paid totaled $4.9 million.
$EPM Hedge Fund Activity
We have seen 52 institutional investors add shares of $EPM stock to their portfolio, and 62 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AQR CAPITAL MANAGEMENT LLC added 342,166 shares (+1020.6%) to their portfolio in Q2 2026, for an estimated $1,259,170
- UBS GROUP AG added 205,955 shares (+129.6%) to their portfolio in Q3 2026, for an estimated $729,080
- RUSSELL INVESTMENTS GROUP, LTD. added 182,352 shares (+482.4%) to their portfolio in Q3 2026, for an estimated $645,526
- POINT72 ASSET MANAGEMENT, L.P. removed 167,761 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $617,360
- CWA ASSET MANAGEMENT GROUP, LLC added 134,040 shares (+16.6%) to their portfolio in Q3 2026, for an estimated $474,501
- GOLDMAN SACHS GROUP INC removed 121,110 shares (-42.4%) from their portfolio in Q2 2026, for an estimated $445,684
- REGISTER FINANCIAL ADVISORS LLC added 118,404 shares (+35.0%) to their portfolio in Q3 2026, for an estimated $419,150
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
