REPX · AMEX · Oil & Gas Exploration & Production

Riley Exploration Permian (REPX)

Develops Permian oil and gas from the Champions and Red Lake fields.

$41.03
Pre-market−0.13 (−0.32%)
At close$41.16(+4.39%)
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Riley Exploration Permian, Inc.REPXEnergy

Produces crude oil, natural gas, and NGLs from the Champions and Red Lake fields in the Permian Basin, earning revenue when products reach purchasers. The single-segment upstream business is built around operated, contiguous acreage and company-owned water-disposal infrastructure.

Produces crude oil, natural gas, and natural-gas liquids from the Champions field in Yoakum County, Texas, and the Red Lake field in Eddy County, New Mexico. Develops horizontal wells across conventional, oil-saturated formations, operating most production and marketing it to a small number of purchasers at contract delivery points.

Builds the model around contiguous acreage, high working interests, company-owned water disposal, and selected power infrastructure, while expanding adjacent development inventory through acquisitions. Oil, gas, and NGL prices shape drilling economics, reserve development, cash flow, and borrowing capacity. Substantially all properties remain concentrated in the Permian Basin, with federal leasehold forming part of the New Mexico acreage and gas arrangements carrying dedicated acreage and volume commitments.

Company facts

CEOBobby D. Riley
ListedMar 1, 2021
ExchangeAMEX
HeadquartersOklahoma City, OK
CountryUnited States
Employees122
CIK0001001614
ISINUS76665T1025

Market cap$894.3M
EPS (ttm)$5.52
P/E (ttm)7.47
ROE19.9%
P/B1.36
P/S1.85
Dividend yieldDiv yield3.88%
Beta−0.35vs XLE 1.38

Price target$37.00−10.2%Avg of 3 analysts
ConsensusBuy3 of 3 analysts
Ratings

Target rangeAs of Sep 2, 2026

Latest analyst notes

No analyst notes in the last 24 months.

Next report
Nov 4, 2026
in 62 days
EPS estimate
$1.84
Revenue estimate
$165.4M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$0.96$1.62$1.44$0.77$1.35$1.02$2.55Pending
Estimate$1.66$1.63$1.00$0.97$0.83$1.10$1.63$1.84
Surprise−42.2%−0.6%+44.0%−20.6%+62.7%−7.3%+56.4%

RevenueReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$102.7M$102.5M$85.4M$106.9M$97.3M$113.9M$165.9MPending
Estimate$103.9M$104.5M$85.7M$111.2M$104.9M$118.9M$159.5M$165.4M
Surprise−1.1%−2.0%−0.3%−3.9%−7.2%−4.2%+4.0%
Estimate$1.84
ReportedDue Nov 4, 2026
Estimate$165.4M
ReportedDue Nov 4, 2026
View details

Debt to equity42.20%
Current ratio45.00%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$102.3M$102.7M$102.5M$85.4M$106.9M$97.3M$113.9M$165.9M
Net income$25.7M$10.9M$28.6M$30.5M$16.3M$85.4M−$70.4M$87.4M
Net margin25.1%10.6%27.9%35.7%15.3%87.8%0.0%52.7%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$17.5M$32.0M$49.5M$28.8M$28.9M$28.2M$43.7M$87.2M
YoY growth−24.5%−2.1%−47.0%+65.1%−11.9%−11.8%+203.4%

Balance sheet, Jun 30, 2026Cash & short-term investments $20.7M · Total debt $267.5M · Total assets $1.27B · Shareholders' equity $633.4M

Revenue
$165.9M
Operating income
$87.2M
Net income
$87.4M
View details

Next ex-date
Oct 29, 2026
estimated · in 56 days
Annual dividend
$1.60
per share
Dividend yield
3.88%
Schedule
Quarterly
4 payments a year

Raised for 3 straight years — most recently to $0.40 from $0.38 in Oct 2025. To collect a payout, hold shares through the close before the ex-date.

History

Ex-dateRecordPaidAmountNote
Jul 29, 2026Jul 29Aug 12$0.40
Apr 29, 2026Apr 29May 13$0.40
Jan 22, 2026Jan 22Feb 5$0.40
Oct 21, 2025Oct 21Nov 6$0.40raised from $0.38
Jul 24, 2025Jul 24Aug 7$0.38
Apr 24, 2025Apr 24May 8$0.38
Jan 23, 2025Jan 23Feb 6$0.38
Oct 24, 2024Oct 24Nov 7$0.38raised from $0.36
View details

Institutions201 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail≈ 66.29%14.69M shares
Insiders3 holders · as of Aug 19, 20264.19%928.5K shares
Otherremainder≈ 29.52%6.54M shares

22.15M company shares as of Sep 3, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesEvidence
Yorktown Energy Partners Xi, L.P.Institution
5.80%1.28M13Fas of Jun 30, 2026
BlackRock, Inc.Institution
5.52%1.22M13Fas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
3.61%799,83813Fas of Jun 30, 2026
American Century Companies IncInstitution
3.12%690,24213Fas of Jun 30, 2026
Arrowstreet Capital, Limited PartnershipInstitution
3.10%686,88213Fas of Jun 30, 2026
See all 25

13F — a manager's quarterly holdings

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 18, 2026Philip A. Rileyofficer: CFO & EVP STRATEGY−4,000$37.61
Aug 10, 2026Corey Neil Rileyofficer: CIO & CCO−3,500$35.20
Aug 10, 2026Bobby Rileydirector, officer: CEO−12,500$35.85
View details

  • Ring Energy

    Closest listed rival in Yoakum County San Andres horizontals.

  • Occidental Petroleum

    Large-scale Permian rival in Yoakum operations and regional development.

  • ExxonMobil

    Eddy County and Yeso rival through XTO's Permian development.

  • Permian Resources

    Eddy County acreage rival for New Mexico development and services.

  • Matador Resources

    Southeast New Mexico rival for Delaware acreage and drilling.

ComparePre-market

CompanyPriceChange
Riley Exploration Permian$41.03−0.32%$894.3M7.55.51.8+94.2%
Ring Energy$1.51+0.66%$390.8M7.41.2+26.7%
Occidental Petroleum$61.38+0.79%$60.58B9.413.62.4+27.7%
ExxonMobil$165.16+0.62%$680.40B21.113.81.9+46.0%
Permian Resources$23.84+0.06%$19.94B15.710.73.5+55.2%
Matador Resources$60.31+1.25%$7.40B10.27.81.9+28.2%
Median13.010.71.9+28.2%