Why Riley Exploration Permian (REPX) Stock Is Trading Lower Today
Shares of Riley Exploration Permian (REPX) fell by 3.6% following reports of a potential peace resolution between the U.S. and Iran, which is expected to remove a "Hormuz risk" premium from crude oil prices. Adding to the decline, Borr Drilling (BORR) missed revenue expectations, further impacting the energy sector. The company's stock has been volatile, with this drop signifying a meaningful but not fundamentally altering development for the business.
Can REPX's Oil Growth Plan Outrun Permian Gas Price Weakness?
Riley Exploration Permian (REPX) is poised for significant oil production growth in 2026, targeting a 30% year-over-year increase, despite facing challenges from weak natural gas and NGL prices in the Permian Basin. The company recorded negative realized prices for natural gas in Q1 2026 due to pipeline constraints and low Waha hub prices, an issue also affecting other Permian producers like Diamondback Energy and Permian Resources. REPX is mitigating this by shifting focus to Texas, timing New Mexico activity with pipeline expansions, and developing power-related projects, with its stock surging 56% in six months and holding a Zacks Rank #1 (Strong Buy).
REPX Stock Climbs As Traders Focus On 2026 Growth Path
Riley Exploration Permian Inc. (REPX) stock has climbed nearly 10% despite Q1 earnings and revenue misses, as traders are focusing on the company's strong production growth, efficient capital use, and positive 2026 guidance. Analysts like Roth Capital have increased price targets, noting REPX's operational execution and clear multi-year roadmap. The article highlights that despite the short-term misses, underlying operational strengths and future growth prospects are driving investor interest in REPX.
Riley Exploration director Arriaga sells $97,350 in REPX shares
Brent Alexander Arriaga, a director at Riley Exploration Permian, Inc. (NASDAQ:REPX), recently sold 2,500 shares of common stock for $97,350, while also receiving a grant of 7,143 restricted shares. This sale occurred as the stock traded near its 52-week high, following a strong 51% return over the past six months, despite the company reporting disappointing Q1 2026 financial results with an EPS of -3.38 against a forecast of 1.51.
Director at Riley Exploration (REPX) sells 2,500 shares and receives grant
Riley Exploration Permian director Brent Alexander Arriaga reported both selling 2,500 shares of common stock at a weighted average price of $38.94 and receiving a grant of 7,143 restricted shares. The restricted shares, granted on May 15, 2026, vest on June 1, 2027, subject to continued service. Following these transactions, Arriaga directly holds 23,776 shares, including 14,667 restricted shares.
Riley Exploration (REPX) CFO receives new time- and performance-based stock
Riley Exploration Permian, Inc. (REPX) CFO and EVP Strategy Philip A. Riley received new equity awards comprising both time-based and performance-based restricted common stock. He was granted 37,632 shares of time-based restricted stock vesting in annual installments through 2029, and a performance-based award with a maximum payout of 34,944 shares, which cliff vests on April 1, 2029, based on relative total shareholder return. These grants increase his direct holdings to 239,503 shares, though a significant portion remains subject to vesting and restrictions.
Riley Exploration (REPX) director receives 7,143 restricted shares in equity grant
Riley Exploration Permian director E. Wayne Nordberg was granted 7,143 time-based restricted shares under the company's 2021 Long Term Incentive Plan. These shares, with a grant price of $0.00, will vest on June 1, 2027, provided Nordberg continues his service. Following this grant, Nordberg's beneficial ownership in REPX totals 31,694 shares, including 14,667 restricted shares still subject to vesting.
Riley Exploration (REPX) CEO receives major restricted stock and performance grant
Riley Exploration Permian, Inc. CEO Bobby Riley received significant equity awards, including 110,166 shares of time-based restricted stock and a performance-based restricted stock award for up to 102,297 shares. These grants, detailed in a Form 4 SEC filing, are part of the company’s 2021 Long Term Incentive Plan and involve specific vesting schedules and performance criteria. The awards aim to tie executive compensation to long-term company performance and shareholder returns.
Riley Exploration Permian (REPX) director granted 7,143 restricted stock units
Riley Exploration Permian (REPX) director Bobby Saadati was granted 7,143 shares of time-based restricted common stock under the company’s 2021 Long Term Incentive Plan. This grant increases his total restricted stock position to 9,021 shares, which will fully vest on June 1, 2027, subject to continued service. The transaction was classified as a compensation award rather than a market purchase, with a price of $0.00 per share.
Riley Exploration (REPX) grants 7,143 restricted shares to director
Riley Exploration Permian, Inc. director Rebecca L. Bayless was granted 7,143 restricted shares of common stock as a time-based award, vesting on June 1, 2027. This grant is part of the company's 2021 Long Term Incentive Plan and is subject to her continued service. After this transaction, Ms. Bayless holds a total of 31,744 shares, which includes 14,667 restricted shares still subject to vesting conditions.
REPX Stock Price, Quote & Chart | RILEY EXPLORATION PERMIAN IN (NYSEARCA:REPX)
REPX (RILEY EXPLORATION PERMIAN IN) stock closed at $38.77, down 5.92% on May 20, 2026, though it has seen significant price increases over the past year. The company reported a missed EPS and revenue for Q1 2026, but analysts project a 47.33% price increase over the next year and positive revenue growth. REPX operates in the Oil & Gas Exploration & Production sector, focusing on horizontal drilling in the Permian Basin.
Riley Exploration Permian Reports Strong Q1 Results with Production Beat and Cost Discipline
Riley Exploration Permian reported strong Q1 results, exceeding production targets and keeping capital expenditures below budget, driven by higher well productivity and operational efficiencies. Despite natural gas price frustrations, oil returns bolstered current growth plans. The company posted revenue of $113.9 million, surpassing analyst estimates, though adjusted EBITDA and EPS fell slightly below consensus.
Earnings call transcript: Riley’s Q1 2026 Misses EPS Forecast, Stock Falls
Riley Exploration Permian reported a significant earnings miss for Q1 2026, with an EPS of -3.38 against a forecast of 1.51 and revenue slightly below expectations at $113.9 million. This led to a 7.11% drop in its stock post-market. Despite the setback, the company maintains a positive outlook for the year, projecting 30% production growth and highlighting operational efficiencies and undervaluation according to InvestingPro.
Riley Exploration Permian Shareholders Expand Equity Incentive Plan
Riley Exploration Permian (REPX) shareholders approved an expansion of the company's long-term incentive plan, increasing available shares for issuance to 5,137,022. This move is aimed at bolstering retention and performance-based compensation. Additionally, investors re-elected all seven director nominees, ratified BDO USA, P.C. as auditor, and approved executive compensation, demonstrating broad support for the company's governance and strategic direction.
Shareholders of Riley Permian (REPX) approve larger equity incentive pool and all proposals
Riley Exploration Permian Inc. (REPX) shareholders approved an expanded equity incentive plan, increasing available shares by 2.8 million to a total of 5.137 million, during their annual meeting on May 12, 2026. All seven director nominees were elected, BDO USA, P.C. was ratified as the independent auditor for 2026, and advisory approval was given to executive compensation. These approvals demonstrate strong shareholder support for the company's governance and compensation practices.
Riley Exploration Permian shareholders approve director slate and expand incentive plan
Riley Exploration Permian shareholders approved all seven director nominees for one-year terms and ratified BDO USA, P.C. as the accounting firm for 2026. They also approved the compensation of named executive officers and expanded the company’s 2021 Long Term Incentive Plan by increasing the total shares available by 2,800,000, bringing the total to 5,137,022 shares. These decisions follow a 41% surge in the company's stock year-to-date, despite a recent report of an unexpected financial loss in Q1 2026.
5 Insightful Analyst Questions From Riley Exploration Permian’s Q1 Earnings Call
Riley Exploration Permian (REPX) delivered strong Q1 results, exceeding production guidance and revenue estimates due to higher well productivity and operational efficiencies, despite missing adjusted EPS and EBITDA expectations. Analyst questions focused on the potential for increased activity given favorable market conditions, the timing of midstream earn-out payments, the impact of gas and NGL prices on growth, drivers of production uplift, and cost differences between Texas and New Mexico wells. The company's management provided insights into these strategic and operational considerations.
[Form 4] Riley Exploration Permian, Inc. Insider Trading Activity
Corey Neil Riley, CIO & CCO of Riley Exploration Permian, Inc. (REPX), sold 3,500 shares of common stock on May 11, 2026, for a total value of $120,302. These sales, conducted under a pre-arranged Rule 10b5-1 trading plan dated July 12, 2025, occurred at weighted average prices of $34.0203 and $34.5504 per share. Following the transactions, Riley holds 150,794 shares, including 68,701 restricted shares.
[144] Riley Exploration Permian, Inc. SEC Filing
This article announces an SEC Form 144 filing by Riley Exploration Permian, Inc. (REPX). The filing, dated May 11, 2026, details a proposed sale of 12,500 shares of common stock with an aggregate market value of $418,569.00 by a person whose relationship to the issuer is specified, with the acquisition of these securities on October 1, 2024, as compensation. The sale is to be handled by The Charles Schwab Corporation and will occur on the NYSE.
Corey Riley files to sell 3,500 shares of REPX (REPX)
Corey Riley has filed a Form 144 to report an intended sale of 3,500 shares of common stock in THE CHARLES SCHWAB CORPORATION, classified as compensation securities issued on April 1, 2021. The form indicates a reported sale date of February 12, 2026, and a filing reference date of May 11, 2026. This filing is a notice of proposed sale under Rule 144 and does not confirm the actual execution or details of the sale.
Riley Exploration Permian, Inc. (REPX) Q1 earnings surpass estimates
The article states that Riley Exploration Permian, Inc. (REPX) reported first-quarter earnings that exceeded analyst estimates. No further details about the earnings or company performance are provided within the given content.
Riley Exploration Permian, Inc. 2026 Q1 - Results - Earnings Call Presentation (NYSE:REPX) 2026-05-09
Riley Exploration Permian, Inc. (REPX) announced its Q1 2026 earnings, reporting an EPS of $1.02, which missed estimates by $0.08. The company's revenue for the quarter was $113.88 million, an 11.15% year-over-year increase, but missed expectations by $5.74 million. This article provides access to the slide deck published by Riley Exploration Permian, Inc. in conjunction with their earnings call.
Riley Exploration Permian, Inc. (REPX) Q1 earnings surpass estimates
NULL
Earnings call transcript: Riley Exploration Permian Q1 2026 reveals unexpected loss
Riley Exploration Permian reported an unexpected loss in Q1 2026, with an EPS of -$3.38 against an expected $1.51, and revenue slightly below forecasts at $113.9 million. Despite a 3.5% stock drop following the announcement and significant derivative losses, the company maintains a positive outlook for 2026, driven by operational efficiencies, increased production guidance, and strategic hedging. Management highlighted strong operational execution and future growth potential in New Mexico and Texas, including new gas takeaway capacity and undervalued stock status according to InvestingPro.
Riley Exploration Permian, Inc. (AMEX:REPX) Q1 2026 Earnings Call Transcript
Riley Exploration Permian, Inc. (AMEX:REPX) reported strong Q1 2026 results, exceeding production guidance while spending below capital guidance. The company is accelerating growth in 2026 with a projected 30% full-year production increase, driven by development in Texas assets and anticipated pipeline completion in New Mexico. Despite challenges like negative natural gas pricing, REPX is focused on capital discipline, debt reduction, and evaluating M&A opportunities while primarily prioritizing organic growth.
Riley Exploration Permian (REPX) Quarterly Loss Challenges Bullish Margin Expansion Narrative
Riley Exploration Permian (REPX) reported a Q1 2026 loss of US$3.38 EPS despite increased revenue, challenging the bullish narrative of margin expansion driven by infrastructure projects. The company's net margin compressed to 15.3% over the last 12 months, down from 23.9%, even with a one-off gain. Investors are now questioning whether the projected earnings growth of 22.4% can be sustained given the recent volatility and high debt load.
Riley Permian Reports First Quarter 2026 Results
Riley Permian has released its financial results for the first quarter of 2026. This news was reported on May 6, 2026, by QuoteMedia Market Data Solutions. The article provides this update within the Oil & Gas 360 platform, which offers energy-related news and analysis.
Riley Exploration Permian (NYSE:REPX) Posts Better-Than-Expected Sales In Q1 CY2026 But Stock Drops
Riley Exploration Permian (NYSE:REPX) reported better-than-expected revenue and Adjusted EBITDA in Q1 CY2026, with sales reaching $113.9 million. However, the company posted a significant GAAP loss per share of -$3.38, missing analyst estimates. Following the results, the stock dropped 5.4%, indicating the market had higher expectations despite the revenue and EBITDA beats.
Riley Exploration Permian (NYSE:REPX) Posts Better-Than-Expected Sales In Q1 CY2026 But Stock Drops
Riley Exploration Permian (NYSE:REPX) reported Q1 CY2026 revenue of $113.9 million, exceeding analyst estimates by 4.4% and showing 11.2% year-on-year growth. Despite this, and an Adjusted EBITDA beat, the company experienced a significant GAAP EPS miss of -$3.38 per share. Following the results, the stock price dropped by 5.4% to $31.56, indicating that the market had higher expectations.
Earnings Flash (REPX) Riley Exploration Permian, Inc. Reports Q1 Oil, Natural Gas Sales $113.9M
Riley Exploration Permian, Inc. announced its first-quarter oil and natural gas sales for 2026, totaling $113.9 million. This financial update follows closely on the heels of another report stating that the company posted Q1 Adjusted EPS of $1.02 per share, slightly below the FactSet estimate of $1.10. The company's business focuses on the acquisition, exploration, development, and production of oil, natural gas, and natural gas liquids in the Permian Basin.
Earnings Flash (REPX) Riley Exploration Permian, Inc. Posts Q1 Adjusted EPS $1.02 per Share, vs. FactSet Est of $1.10
Riley Exploration Permian, Inc. (REPX) reported Q1 adjusted earnings per share of $1.02, falling short of the FactSet estimate of $1.10. The company also announced Q1 oil and natural gas sales of $113.9 million. Riley Exploration Permian has maintained its quarterly dividend at $0.40 per share, payable on May 13, 2026.
Riley Permian (NYSE: REPX) grows Q1 2026 output but books $70M net loss
Riley Exploration Permian (NYSE: REPX) reported strong Q1 2026 operating results with increased production, but recorded a $70 million net loss primarily due to a $127 million net loss on derivatives. Despite challenges from regional gas egress constraints impacting cash flow, the company achieved solid operating income and free cash flow. REPX also reduced debt, repurchased shares, and provided full-year 2026 guidance forecasting continued production growth and capital expenditures.
Riley Exploration Permian Earnings: What To Look For From REPX
Riley Exploration Permian (NYSE:REPX), an oil and gas producer, is set to report its earnings this Wednesday after market hours. The company missed revenue expectations last quarter but beat EPS and EBITDA estimates. Analysts anticipate a 6.5% year-on-year revenue growth for the upcoming quarter, with peer performance in the U.S. shale E&P segment showing mixed results.
Riley Exploration Permian Earnings: What To Look For From REPX
Riley Exploration Permian (REPX) is set to report earnings this Wednesday after market hours. Analysts anticipate a 6.5% year-on-year revenue growth. The company has missed revenue estimates multiple times in the past, and while the sector has seen positive investor sentiment, REPX's stock price has remained unchanged.
Understanding the Setup: (REPX) and Scalable Risk
This article analyzes Riley Exploration Permian Inc. (NASDAQ: REPX) using AI models, highlighting a positive near-term sentiment but a weak mid-term bias within a long-term strength context. It provides detailed institutional trading strategies for various risk profiles, including long, breakout, and short positions, along with multi-timeframe signal analysis, emphasizing elevated downside risk due to the lack of long-term support signals.
Roth MKM Maintains Riley Exploration Permian(REPX.US) With Buy Rating, Maintains Target Price $45
Roth MKM has reiterated its Buy rating for Riley Exploration Permian (REPX.US) and maintained a price target of $45. This suggests continued confidence in the company's performance and future prospects from the analyst firm.
Roth/MKM raises Riley Exploration Permian stock price target to $45
Roth/MKM has increased its price target for Riley Exploration Permian Inc. (NYSE:REPX) to $45 from $36, maintaining a Buy rating. The firm considers Riley Exploration Permian one of its top exploration and production picks, citing its underdeveloped Yeso trend asset and non-exploration and production assets as key operational and financial catalysts. This update follows Riley Exploration Permian's strong Q4 2025 EPS, recent midstream asset sale, and renewed share buyback program.
Roth/MKM raises Riley Exploration Permian stock price target to $45 By Investing.com
Roth/MKM has increased its price target for Riley Exploration Permian Inc. (NYSE:REPX) to $45 from $36, maintaining a Buy rating. The firm highlights REPX as a top exploration and production pick, noting its undervalued status according to InvestingPro data and upcoming Q1 2026 results. Recent financial developments include strong Q4 2025 EPS, a midstream asset sale, debt reduction, and a $100 million share buyback program.
Should value investors buy Riley Exploration Permian (REPX) stock?
The article discusses whether Riley Exploration Permian (REPX) stock is a good buy for value investors. It likely analyzes REPX's financial health, valuation metrics such as P/E ratio, and future growth prospects to determine its investment potential from a value perspective.
Riley Exploration Permian (NYSEAM:REPX) - Stock Analysis
This analysis of Riley Exploration Permian (REPX) highlights that the stock is currently trading at a discount, being 19.6% undervalued according to analyst consensus. The company shows strong past performance with earnings growth of 80.9% and a forecast of 10.46% annual growth. Recent updates include a maintained dividend of US$0.40 and analyst adjustments to price targets based on improved profit margin outlooks and expansion strategies in New Mexico.
3 Reasons We Love Riley Exploration Permian (REPX)
Riley Exploration Permian (REPX) stock has outperformed the S&P 500 significantly over the past six months due to solid quarterly results. The company demonstrates strong momentum with skyrocketing revenue growth, an elite gross margin, and excellent free cash flow margins, making it an attractive prospect for investors. These factors contribute to a bullish outlook on REPX.
Riley Exploration Permian (NYSEAM:REPX) Stock Forecast & Analyst Predictions
Riley Exploration Permian (REPX) is forecast to grow earnings by 10.5% and revenue by 9.5% annually. Analysts have recently adjusted price targets, mostly bullishly, citing updated profit margin assumptions, P/E multiples, and potential expansion in New Mexico. The company also announced a share repurchase program and quarterly dividends.
Assessing Riley Exploration Permian (REPX) Valuation After Fresh Cash Dividend Announcement
Riley Exploration Permian (REPX) recently announced a cash dividend of $0.40 per share, following a strong share price performance over the past year. The company is currently trading at $36.16, with analysts valuing it at $45, suggesting it is undervalued. This valuation is supported by strategic investments in New Mexico's natural gas infrastructure, which are expected to enhance revenue and processing capabilities.
Riley Exploration Permian and FitLife Brands have been highlighted as Zacks Bull and Bear of the Day
Zacks Equity Research has named Riley Exploration Permian (REPX) as its Bull of the Day due to soaring earnings estimates driven by elevated oil prices from the Iran War, an attractive dividend, and low valuation. Conversely, FitLife Brands (FTLF) is the Bear of the Day, facing a slowdown in consumer spending on its nutritional supplements and wellness products, leading to slashed earnings estimates and a stock slide. The article also touches upon the European expansion strategies of Realty Income (O), Simon Property Group (SPG), and Kimco Realty (KIM).
Bull of the Day: Riley Permian (REPX)
This article designates Riley Permian (REPX) as the "Bull of the Day." The content appears to be a brief, high-level positive commentary on the company, although specific details are not provided in the snippet.
Riley Permian Schedules Fourth Quarter and Full Year 2025 Earnings Release and Conference Call
Riley Exploration Permian, Inc. (REPX) will release its fourth quarter and full year 2025 financial and operating results on March 4, 2026, after market close. The company will host a conference call for investors and analysts on March 5, 2026, at 9:00 a.m. CT to discuss these results and conduct a Q&A session. An updated company presentation will be available on their website prior to the call.
Riley Permian Declares Quarterly Dividend and Schedules First Quarter 2026 Earnings Release and Conference Call
Riley Exploration Permian, Inc. announced a cash dividend of $0.40 per share, payable on May 13, 2026, to stockholders of record as of April 29, 2026. The company also plans to release its first-quarter 2026 financial results on May 6, 2026, and will host an investor conference call on May 7, 2026, to discuss the results.
Are Riley Exploration Permian’s New Mexico and ERCOT Plans Reframing Its Infrastructure Story (REPX)?
Riley Exploration Permian (REPX) recently discussed its New Mexico infrastructure and ERCOT power initiatives at a conference, aiming to clarify timelines and execution plans for investors. These plans are crucial for supporting its upstream business and achieving projected revenues of $569.5 million and earnings of $223.1 million by 2029. While these growth prospects are appealing, investors should also consider the significant execution and cost risks associated with these long-term projects.
Riley Exploration Permian, Inc. Plans Quarterly Dividend of $0.40 (NYSE:REPX)
Riley Exploration Permian, Inc. (NYSE:REPX) has declared a quarterly dividend of $0.40 per share, payable May 13th to shareholders of record on April 29th. This translates to an annual dividend of $1.60 and a yield of approximately 4.6%, with a conservative payout ratio indicating strong coverage by earnings. Analysts maintain a "Strong Buy" rating with a consensus price target of $41.50, suggesting confidence in the company's financial health and future prospects.
Riley Exploration (REPX) director reports 1.49M-share Yorktown restructuring moves
Riley Exploration Permian director Lawrence Bryan H. reported restructuring transactions involving 1,490,079 shares of common stock, which were "other acquisitions or dispositions" at $0.00 per share, primarily among affiliated Yorktown and Riley Exploration Group entities. These moves, recorded on April 13 and 14, 2026, represent changes in the beneficial ownership form under Rule 16a-13. Bryan disclaims beneficial ownership of the securities except to the extent of his pecuniary interest.
