MV Oil Trust (MVO)
Market Price (2/3/2026): $1.65 | Market Cap: $19.0 MilSector: Energy | Industry: Oil & Gas Exploration & Production
MV Oil Trust (MVO)
Market Price (2/3/2026): $1.65Market Cap: $19.0 MilSector: EnergyIndustry: Oil & Gas Exploration & Production
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 62%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 58% | Weak multi-year price returns2Y Excs Rtn is -122%, 3Y Excs Rtn is -155% | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -33%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -18%, Rev Chg QQuarterly Revenue Change % is -52% |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 93% | Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 10% | High stock price volatilityVol 12M is 110% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -64% | Key risksMVO key risks include [1] the trust's imminent termination scheduled for mid-2026 and [2] declining production volumes and rising operational costs from its underlying properties. | |
| Megatrend and thematic driversMegatrends include US Energy Independence. Themes include US Oilfield Technologies. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 62%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 58% |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 93% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -64% |
| Megatrend and thematic driversMegatrends include US Energy Independence. Themes include US Oilfield Technologies. |
| Weak multi-year price returns2Y Excs Rtn is -122%, 3Y Excs Rtn is -155% |
| Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 10% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -33%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -18%, Rev Chg QQuarterly Revenue Change % is -52% |
| High stock price volatilityVol 12M is 110% |
| Key risksMVO key risks include [1] the trust's imminent termination scheduled for mid-2026 and [2] declining production volumes and rising operational costs from its underlying properties. |
Qualitative Assessment
AI Analysis | Feedback
1. Impending Termination of the Trust.MV Oil Trust's net profits interest is scheduled to terminate on June 30, 2026, which means the trust will cease operations, and its units are expected to be canceled shortly thereafter. A final distribution, if any, is anticipated around July 24, 2026. This definitive end date inherently drives the unit price towards zero as the termination approaches, significantly impacting investor sentiment and the stock's valuation.
2. Significant Decline in Quarterly Distributions.The quarterly distributions to unitholders have seen a substantial decrease. For the period ending December 31, 2025, the distribution was $0.140 per unit, a notable drop from $0.205 per unit for the quarter ended September 30, 2025, and $0.275 per unit for the quarter ended March 31, 2025. This continuous decline in payouts directly impacts the attractiveness of the trust as an income-generating investment, contributing to the stock's downward pressure.
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Stock Movement Drivers
Fundamental Drivers
The -62.1% change in MVO stock from 10/31/2025 to 2/2/2026 was primarily driven by a -53.8% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 2022026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.40 | 1.67 | -62.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 15 | 13 | -16.8% |
| Net Income Margin (%) | 93.9% | 92.7% | -1.3% |
| P/E Multiple | 3.5 | 1.6 | -53.8% |
| Shares Outstanding (Mil) | 12 | 12 | 0.0% |
| Cumulative Contribution | -62.1% |
Market Drivers
10/31/2025 to 2/2/2026| Return | Correlation | |
|---|---|---|
| MVO | -62.1% | |
| Market (SPY) | 2.0% | 23.0% |
| Sector (XLE) | 13.6% | 10.8% |
Fundamental Drivers
The -67.0% change in MVO stock from 7/31/2025 to 2/2/2026 was primarily driven by a -58.1% change in the company's P/E Multiple.| (LTM values as of) | 7312025 | 2022026 | Change |
|---|---|---|---|
| Stock Price ($) | 5.07 | 1.67 | -67.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 16 | 13 | -20.2% |
| Net Income Margin (%) | 94.1% | 92.7% | -1.5% |
| P/E Multiple | 3.9 | 1.6 | -58.1% |
| Shares Outstanding (Mil) | 12 | 12 | 0.0% |
| Cumulative Contribution | -67.0% |
Market Drivers
7/31/2025 to 2/2/2026| Return | Correlation | |
|---|---|---|
| MVO | -67.0% | |
| Market (SPY) | 10.3% | 18.4% |
| Sector (XLE) | 15.8% | 11.5% |
Fundamental Drivers
The -60.5% change in MVO stock from 1/31/2025 to 2/2/2026 was primarily driven by a -39.3% change in the company's P/E Multiple.| (LTM values as of) | 1312025 | 2022026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.23 | 1.67 | -60.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 19 | 13 | -33.0% |
| Net Income Margin (%) | 95.5% | 92.7% | -3.0% |
| P/E Multiple | 2.7 | 1.6 | -39.3% |
| Shares Outstanding (Mil) | 12 | 12 | 0.0% |
| Cumulative Contribution | -60.5% |
Market Drivers
1/31/2025 to 2/2/2026| Return | Correlation | |
|---|---|---|
| MVO | -60.5% | |
| Market (SPY) | 16.6% | 8.8% |
| Sector (XLE) | 17.0% | 10.5% |
Fundamental Drivers
The -83.1% change in MVO stock from 1/31/2023 to 2/2/2026 was primarily driven by a -68.9% change in the company's P/E Multiple.| (LTM values as of) | 1312023 | 2022026 | Change |
|---|---|---|---|
| Stock Price ($) | 9.90 | 1.67 | -83.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 23 | 13 | -45.5% |
| Net Income Margin (%) | 93.2% | 92.7% | -0.5% |
| P/E Multiple | 5.2 | 1.6 | -68.9% |
| Shares Outstanding (Mil) | 12 | 12 | 0.0% |
| Cumulative Contribution | -83.1% |
Market Drivers
1/31/2023 to 2/2/2026| Return | Correlation | |
|---|---|---|
| MVO | -83.1% | |
| Market (SPY) | 77.5% | 10.4% |
| Sector (XLE) | 22.2% | 19.9% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| MVO Return | 226% | 124% | -18% | -23% | -82% | 33% | 9% |
| Peers Return | 120% | 148% | -35% | -1% | -3% | 12% | 284% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 1% | 85% |
Monthly Win Rates [3] | |||||||
| MVO Win Rate | 75% | 83% | 50% | 33% | 50% | 50% | |
| Peers Win Rate | 58% | 70% | 42% | 47% | 42% | 60% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| MVO Max Drawdown | 0% | -0% | -44% | -28% | -85% | -11% | |
| Peers Max Drawdown | -2% | -4% | -44% | -31% | -22% | -1% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: PRT, PBT, CRT, TPL, MTR.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 2/2/2026 (YTD)
How Low Can It Go
| Event | MVO | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -45.2% | -25.4% |
| % Gain to Breakeven | 82.5% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -71.4% | -33.9% |
| % Gain to Breakeven | 249.5% | 51.3% |
| Time to Breakeven | 424 days | 148 days |
| 2018 Correction | ||
| % Loss | -60.7% | -19.8% |
| % Gain to Breakeven | 154.3% | 24.7% |
| Time to Breakeven | 839 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -76.0% | -56.8% |
| % Gain to Breakeven | 317.0% | 131.3% |
| Time to Breakeven | 632 days | 1,480 days |
Compare to PRT, PBT, CRT, TPL, MTR
In The Past
MV Oil Trust's stock fell -45.2% during the 2022 Inflation Shock from a high on 12/30/2022. A -45.2% loss requires a 82.5% gain to breakeven.
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About MV Oil Trust (MVO)
AI Analysis | Feedback
- Like a Real Estate Investment Trust (REIT), but collecting royalties from specific oil wells instead of rent from buildings.
- Think of it as the passive royalty collection arm of an oil company like ExxonMobil, without any of the active drilling, exploration, or refining.
AI Analysis | Feedback
- Cash Distributions from Oil and Gas Production: MV Oil Trust collects net profits from oil and natural gas production in specific properties and distributes this income periodically to its unitholders.
AI Analysis | Feedback
MV Oil Trust (MVO) is a royalty trust that holds a net profits interest in certain oil and gas producing properties located in Kansas. It does not directly operate these properties, nor does it sell crude oil or natural gas to end customers (like refineries or individuals).
Instead, the trust's revenue is derived from distributions of net profits paid by the operating company responsible for the properties. Therefore, the "major customer" or, more precisely, the primary entity from which MV Oil Trust derives its income is the operator of these properties.
The major company responsible for the operation of the properties and payments to MV Oil Trust is:
- MV Partners, LLC
MV Partners, LLC is a private company and does not have a public stock symbol.
AI Analysis | Feedback
Cécile Nagel, Global Head of Corporate Trust
Cécile Nagel was appointed Global Head of Corporate Trust at BNY Mellon, effective October 1, 2023. Prior to this role, she served as the head of BNY Mellon's Pershing EMEA business. Before joining BNY Mellon in 2022, Nagel was the CEO of EuroCCP, a European cash equities central counterparty, and held several senior leadership positions at the London Stock Exchange Group (LSEG).
Brian Ruane, Senior Executive Vice President and Global Head of Clearance and Collateral Management, Corporate Trust, and Credit Services
Brian Ruane is a Senior Executive Vice President and Global Head overseeing BNY Mellon's Clearance and Collateral Management, Corporate Trust, and Credit Services, and is a member of BNY Mellon's Executive Committee. He is also the CEO of BNY Government Securities Services Corp. In his earlier career at BNY Mellon, Ruane focused on supporting financial institutions and broker-dealers, later expanding to client segments including endowments, foundations, mutual funds, and insurance companies. He previously served as CEO of BNY Mellon's Alternative Investment Services (AIS) business, where he helped position the company as a partner to hedge funds, funds of hedge funds, and private equity clients. Ruane was a key participant in the Federal Reserve Bank of New York's Triparty Repo Infrastructure Reform Task Force.
Dennis Wallestad, Head of BNY Mellon's Pershing EMEA Business (formerly CFO and Head of Transformation for Pershing EMEA)
Dennis Wallestad was appointed to succeed Cécile Nagel as head of BNY Mellon's Pershing EMEA business. Prior to this, he served as Chief Financial Officer (CFO) and head of transformation for Pershing EMEA. Wallestad joined BNY Mellon in 2002 as CFO of BNY Clearing and has held various other senior positions, including global CFO for Pershing, and CEO, COO, and CFO for Pershing Australia. He also served as EMEA CFO at JPMorgan Chase.
Kevin Weeks, Global Head of Sales and Relationship Management for Corporate Trust
Kevin Weeks was appointed as Global Head of Sales and Relationship Management for BNY Mellon's corporate trust business, effective June 3, 2024. Before joining BNY Mellon, Weeks was the head of sales for global corporate trust and custody at US Bank. He also previously served as head of issuer services and global head of sales for institutional cash and securities services at Deutsche Bank.
AI Analysis | Feedback
The primary and most significant risk for MV Oil Trust (MVO) is the imminent termination of the trust. As a "term trust," it is scheduled to dissolve around June 30, 2026, after which it will cease making distributions to unitholders, and the trust units are expected to be canceled. This "terminal risk" is a major factor impacting the trust's valuation and outlook.
Secondly, MV Oil Trust is highly exposed to the inherent volatility of crude oil prices. Fluctuations in oil prices directly impact the trust's distributable income and cash flow, leading to significant declines in distributions when prices are low. For instance, Q1 2025 saw an average oil price of $67.77/BOE, down from $71/barrel earlier in the year, contributing to reduced distributions.
Finally, declining production volumes from the underlying properties and rising operational costs pose a continuous threat to the trust's financial health. Surging operational costs, such as the $5.3 million in Q1 2025, consume net profits and squeeze distributable cash flow, further depleting the trust's cash reserves.
AI Analysis | Feedback
The primary clear emerging threat to MV Oil Trust (MVO) stems from the accelerating global transition away from fossil fuels, driven by climate change concerns, advancements in renewable energy technologies, and evolving environmental, social, and governance (ESG) standards.
This systemic shift, comparable in its disruptive potential to how Netflix challenged Blockbuster or the iPhone threatened BlackBerry, impacts MVO in several key ways:
- Increased Regulatory and Compliance Burden: Governments worldwide are implementing stricter environmental regulations, methane emission standards, and permitting processes for oil and gas operations. These regulations can increase operating costs for MV Partners, LLC (the operator of the underlying properties), thereby reducing the net proceeds from which MVO derives its royalties. Future policies could even limit or restrict existing production, accelerating the depletion of the trust's income-generating assets.
- Long-Term Demand Destruction: The rapid adoption of electric vehicles, renewable energy sources, and energy efficiency initiatives is projected to reduce global demand for crude oil over the coming decades. This sustained downward pressure on oil prices could significantly diminish the economic viability of extracting oil from MVO's mature properties sooner than anticipated, directly impacting the trust's distributions and overall lifespan.
- ESG Pressures and Divestment: Growing pressure from investors, financial institutions, and the public for companies to divest from or reduce their exposure to fossil fuels can make it more challenging for operators like MV Partners to secure financing, attract talent, or find buyers for their assets. This could indirectly affect the operational continuity and investment in the underlying properties, potentially leading to curtailed production or early abandonment of wells.
AI Analysis | Feedback
nullAI Analysis | Feedback
For MV Oil Trust (MVO), a public company structured as a terminating trust, the expected drivers of future revenue, more accurately described as factors influencing net profits before its termination, over the next 2-3 years are primarily tied to the oil and natural gas market and the operational aspects of its existing properties. The Trust is set to terminate on June 30, 2026, as the net profits interest termination date will be reached.
Given this finite operational period, traditional drivers of long-term revenue growth such as market expansion or new product launches are not applicable. Instead, the focus remains on:
- Commodity Prices: The most significant factor influencing the Trust's net profits is the market price of oil and natural gas. As a holder of an 80% net profits interest in oil and gas properties, fluctuations in commodity prices directly impact the gross proceeds generated from these assets. Higher average realized prices per barrel of oil equivalent (BOE) would lead to greater gross proceeds and, consequently, higher net profits for the Trust.
- Production Volumes: The volume of oil and natural gas produced from the underlying properties in Kansas and Colorado directly contributes to the Trust's gross proceeds. Sustained or higher-than-anticipated production volumes from the existing wells would positively affect the revenue before the Trust's termination. The Trust's proved reserves were estimated at 618,704 BOE as of December 31, 2024.
- Control of Operating Costs: The net profits interest means that the Trust's income is calculated after deducting the costs incurred by MV Partners, the operator of the underlying properties. While MV Partners does not anticipate significant changes in future costs other than general fluctuations in oilfield services, effective management and control of these operating expenses would maximize the net profits available for distribution to unitholders during the remaining lifespan of the Trust.
AI Analysis | Feedback
Capital Expenditures
- MV Partners, the operator of the underlying oil and natural gas properties, did not withhold any reserves for future capital expenditures during 2024.
- The Trust's net profits interest, which entitles it to receive 80% of net proceeds from MV Partners' properties, is set to terminate on June 30, 2026, as the minimum production amount has been reached.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| MV Oil Trust Earnings Notes | 12/16/2025 | |
| MV Oil Trust Stock 7-Day Losing Spree: Stock Falls -77% | 11/21/2025 | |
| MV Oil Trust Stock Slides -71% With A 6-Day Losing Spree | 11/20/2025 | |
| 5-Day Sell-Off Sends MV Oil Trust Stock Down -63% | 11/19/2025 | |
| Is MV Oil Trust Stock Built to Withstand More Downside? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 8.61 |
| Mkt Cap | 0.1 |
| Rev LTM | 13 |
| Op Inc LTM | 12 |
| FCF LTM | 236 |
| FCF 3Y Avg | 323 |
| CFO LTM | 559 |
| CFO 3Y Avg | 491 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -33.0% |
| Rev Chg 3Y Avg | -18.4% |
| Rev Chg Q | -13.6% |
| QoQ Delta Rev Chg LTM | -6.2% |
| Op Mgn LTM | 78.9% |
| Op Mgn 3Y Avg | 86.6% |
| QoQ Delta Op Mgn LTM | -1.0% |
| CFO/Rev LTM | 72.3% |
| CFO/Rev 3Y Avg | 70.9% |
| FCF/Rev LTM | 30.5% |
| FCF/Rev 3Y Avg | 47.9% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.1 |
| P/S | 16.2 |
| P/EBIT | 24.9 |
| P/E | 21.1 |
| P/CFO | 41.5 |
| Total Yield | 4.7% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 0.9% |
| D/E | 0.0 |
| Net D/E | -0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 13.0% |
| 3M Rtn | 4.2% |
| 6M Rtn | 2.0% |
| 12M Rtn | -21.7% |
| 3Y Rtn | -58.2% |
| 1M Excs Rtn | 10.3% |
| 3M Excs Rtn | 3.3% |
| 6M Excs Rtn | -11.8% |
| 12M Excs Rtn | -36.4% |
| 3Y Excs Rtn | -129.9% |
Price Behavior
| Market Price | $1.67 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 01/19/2007 | |
| Distance from 52W High | -70.1% | |
| 50 Days | 200 Days | |
| DMA Price | $1.32 | $4.13 |
| DMA Trend | down | down |
| Distance from DMA | 26.8% | -59.6% |
| 3M | 1YR | |
| Volatility | 211.8% | 110.6% |
| Downside Capture | 1055.95 | 205.60 |
| Upside Capture | 420.44 | 79.60 |
| Correlation (SPY) | 22.3% | 8.7% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 4.55 | 2.18 | 4.16 | 2.51 | 0.50 | 0.48 |
| Up Beta | -9.55 | -13.17 | -5.68 | -2.23 | -0.12 | 0.06 |
| Down Beta | 2.97 | 0.05 | 4.57 | 3.67 | 0.36 | 0.46 |
| Up Capture | 1632% | 1371% | 490% | 172% | 61% | 12% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 10 | 19 | 26 | 59 | 122 | 363 |
| Down Capture | 797% | 460% | 564% | 347% | 146% | 106% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 10 | 19 | 32 | 60 | 119 | 371 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with MVO | |
|---|---|---|---|---|
| MVO | -62.1% | 110.3% | -0.34 | - |
| Sector ETF (XLE) | 13.8% | 25.1% | 0.47 | 10.8% |
| Equity (SPY) | 16.0% | 19.2% | 0.64 | 8.9% |
| Gold (GLD) | 66.9% | 23.7% | 2.11 | -5.4% |
| Commodities (DBC) | 7.0% | 16.3% | 0.23 | 4.0% |
| Real Estate (VNQ) | 2.9% | 16.5% | -0.00 | 6.0% |
| Bitcoin (BTCUSD) | -19.7% | 39.9% | -0.46 | 12.4% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with MVO | |
|---|---|---|---|---|
| MVO | -1.0% | 66.7% | 0.28 | - |
| Sector ETF (XLE) | 24.1% | 26.5% | 0.82 | 32.8% |
| Equity (SPY) | 14.1% | 17.1% | 0.66 | 12.7% |
| Gold (GLD) | 19.9% | 16.6% | 0.97 | 4.1% |
| Commodities (DBC) | 11.4% | 18.9% | 0.49 | 27.5% |
| Real Estate (VNQ) | 4.5% | 18.8% | 0.15 | 7.3% |
| Bitcoin (BTCUSD) | 20.9% | 57.6% | 0.56 | 5.1% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with MVO | |
|---|---|---|---|---|
| MVO | 5.1% | 64.1% | 0.36 | - |
| Sector ETF (XLE) | 10.9% | 29.6% | 0.41 | 39.6% |
| Equity (SPY) | 15.9% | 17.9% | 0.76 | 21.2% |
| Gold (GLD) | 15.0% | 15.3% | 0.81 | 2.1% |
| Commodities (DBC) | 8.3% | 17.6% | 0.39 | 33.9% |
| Real Estate (VNQ) | 5.8% | 20.8% | 0.25 | 17.9% |
| Bitcoin (BTCUSD) | 71.1% | 66.4% | 1.10 | 1.5% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 1/6/2026 | -17.9% | ||
| 10/3/2025 | 1.9% | 2.8% | -16.0% |
| 7/3/2025 | 2.3% | 4.2% | 1.5% |
| 4/4/2025 | 6.9% | 19.5% | 13.6% |
| 1/6/2025 | -0.7% | 2.6% | -37.9% |
| 10/4/2024 | 2.1% | 3.8% | -5.0% |
| 7/5/2024 | 2.2% | 6.1% | 0.1% |
| 4/5/2024 | -2.5% | -9.3% | -8.8% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 15 | 14 | 10 |
| # Negative | 9 | 9 | 13 |
| Median Positive | 3.4% | 6.6% | 11.8% |
| Median Negative | -2.5% | -1.4% | -9.3% |
| Max Positive | 17.5% | 60.6% | 27.9% |
| Max Negative | -17.9% | -31.1% | -37.9% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/10/2025 | 10-Q |
| 06/30/2025 | 08/12/2025 | 10-Q |
| 03/31/2025 | 05/08/2025 | 10-Q |
| 12/31/2024 | 03/20/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/09/2024 | 10-Q |
| 03/31/2024 | 05/08/2024 | 10-Q |
| 12/31/2023 | 03/20/2024 | 10-K |
| 09/30/2023 | 11/09/2023 | 10-Q |
| 06/30/2023 | 08/10/2023 | 10-Q |
| 03/31/2023 | 05/11/2023 | 10-Q |
| 12/31/2022 | 03/16/2023 | 10-K |
| 09/30/2022 | 11/10/2022 | 10-Q |
| 06/30/2022 | 08/09/2022 | 10-Q |
| 03/31/2022 | 05/10/2022 | 10-Q |
| 12/31/2021 | 03/17/2022 | 10-K |
Industry Resources
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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