Every material Form 8-K EVOLUTION PETROLEUM CORP has filed with the SEC since August 20, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Evolution Petroleum reported fiscal fourth-quarter 2026 revenue of $24.2 million, up 15% from a year earlier, and net income of $4.6 million, compared with $3.4 million a year earlier. Adjusted EBITDA fell to $6.5 million from $8.6 million, and excluding selected items the company posted an adjusted net loss of $0.6 million versus adjusted net income of $1.1 million a year earlier. The company also declared a $0.12 per share dividend payable September 30, 2026.
Q4 revenue was $24.2 million, up 15% year over year, driven by a 20% increase in average realized prices, partly offset by a 4% drop in production to 6,901 BOEPD.
Q4 net income was $4.6 million, or $0.13 per diluted share, compared with a net loss of $8.9 million in fiscal Q3 2026.
Fiscal 2026 net loss was $2.4 million versus net income of $1.5 million in fiscal 2025; full-year revenue was $86.3 million.
Dividend of $0.12 per share is payable September 30, 2026, to holders of record on September 21, 2026.
Evolution Petroleum completed its previously announced acquisition of mineral and royalty interests in the Midland Basin, Texas, on August 20, 2026, for a total purchase price of $16 million, subject to customary post-closing adjustments. The company says the interests are expected to generate about $3.9 million of next-twelve-month asset-level cash flow and that the deal is immediately accretive to cash flow per share, though these are management estimates.
Total purchase price of $16 million, with an effective date of August 1, 2026
Interests span about 3,420 net royalty acres across five Texas counties and include royalties on an estimated 832 producing wells
Expected next-twelve-month asset-level cash flow of about $3.9 million, an acquisition multiple of about 4.1x, per company estimate
Funded with net proceeds from a recent public stock offering, cash on hand and revolver borrowings; pro forma liquidity about $19 million
Evolution Petroleum agreed on August 18, 2026 to sell 3,700,000 common shares at $3.25 per share, and the underwriters exercised their option in full on August 19 for 555,000 more shares. The company received net proceeds of approximately $12.4 million, and the offering closed on August 20, 2026. The company plans to use the proceeds to help fund a previously announced Permian Basin mineral and royalty acquisition, but the offering is not conditioned on that deal closing.
3,700,000 shares priced at $3.25 per share on August 18, 2026; Roth Capital Partners acted as representative of the underwriters.
Underwriters exercised the 30-day option in full on August 19, 2026, for 555,000 additional shares.
Net proceeds of approximately $12.4 million; the offering closed on August 20, 2026.
Proceeds are intended for part of the Permian Basin acquisition price, credit facility borrowings, cash on hand and general corporate purposes; the company cannot assure the acquisition will be completed.
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