Published

20 Jul 25

Updated

01 Jul 26

Views

31

Not Invested

Evolution PetroleumEPM

Fair Value

US$4.5

Share price01 Jul

US$3.5521.1% undervalued

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1Y-28.86%

7D-5.33%

Accelerating Decarbonization And Regulation Will Cripple Oil Business

AN

AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

20 Jul 25

Updated

01 Jul 26

Views

31

Not Invested

Shared on 01 Jul 26

Fair value Increased 13%

EPM: Future Returns Will Rely On Stronger Oil Prices And Dividend Coverage

Evolution Petroleum’s outlook turns more cautious after a weaker quarter and added borrowing tied to recent deals, leaving many investors waiting for steadier performance and a stronger balance sheet. The case for holding now leans heavily on oil prices staying supportive and the dividend proving it can keep paying for itself.

2 views

Shared on 22 Apr 26

EPM: Future Returns Will Rely On Compressed P E And Rising Gas Exposure

Analysts have revised their price target on Evolution Petroleum to $4.00. The update is mainly tied to changes in assumed revenue growth, profit margin and future P/E expectations rather than a shift in fair value or discount rate.

1 view

Shared on 08 Apr 26

EPM: Future Returns Will Depend On Lower Revenue Assumptions And Modest Production

Analysts have adjusted their price target for Evolution Petroleum based on updated views that incorporate a lower projected revenue growth rate, a slightly higher profit margin, and a marginally lower future P/E, leading to a revised valuation of $4.00 per share. What's in the News Reported total production for the second quarter of fiscal 2026 at 7,380 net BOEPD, compared with 6,935 net BOEPD in the year ago period, reflecting contributions from the Minerals Acquisition in August 2025 and TexMex Acquisition in April 2025 (Key Developments).

1 view

Shared on 25 Mar 26

EPM: Future Returns Will Rely On Modest Production And Compressed Earnings Multiple

Analysts have adjusted their price target on Evolution Petroleum to $4.00. The unchanged fair value reflects updated views on revenue growth, profit margin and future P/E assumptions.

0 views

Shared on 25 Feb 26

EPM: Future Returns Will Depend On Modest Production Gains And Rich Earnings Multiple

Analysts have nudged their price target for Evolution Petroleum higher to $4.00. This reflects updated assumptions around modest revenue growth, a slightly stronger profit margin profile, and a P/E closer to 13.8x in their models.

3 views

Shared on 26 Dec 25

EPM: Future Returns Will Reflect Stable Margins And Updated Revenue Outlook

Analysts have modestly raised their price target on Evolution Petroleum to reflect a stronger outlook for revenue growth, a slightly higher discount rate, and expectations for a lower future P/E multiple. Together, these factors support a more constructive risk reward profile.

4 views

Shared on 12 Dec 25

Fair value Decreased 11%

EPM: Future Returns Will Reflect Stronger Margins Amid Moderate Production Outlook

Analysts have trimmed their price target for Evolution Petroleum from approximately 4.50 dollars to 4.00 dollars, reflecting expectations for weaker revenue growth that are only partially offset by improved profit margin forecasts and a lower implied future price-to-earnings multiple. What's in the News Shareholders ratified the appointment of Baker Tilly US, LLP as Evolution Petroleum's independent registered public accounting firm for the fiscal year ending June 30, 2026 (AGM client announcement).

2 views

Fair Value vs Share Price

US$4.5

vs US$3.5521.1% undervalued

0.1%

Revenue growth

39.7%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Evolution Petroleum

Fair value estimate changes
Narrative and analyst updates
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Company analysis

Good value with moderate growth potential.

Market capUS$116.9m

PB2.1x

Estimated Growth-1.2%

Dividend Yield13.5%

CEO & management

Kelly Loyd

CEO

3.9yrs

CEO Tenure

An energy company, engages in the development, production, ownership, exploitation, and investment of onshore oil and gas properties in the United States.