MV Oil Trust (MVO)
Market Price (4/25/2026): $2.66 | Market Cap: $30.6 MilSector: Energy | Industry: Oil & Gas Exploration & Production
MV Oil Trust (MVO)
Market Price (4/25/2026): $2.66Market Cap: $30.6 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 35%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 31% Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 92% Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -49% Megatrend and thematic driversMegatrends include US Energy Independence. Themes include US Oilfield Technologies. | Weak multi-year price returns2Y Excs Rtn is -108%, 3Y Excs Rtn is -138% | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -39%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -23%, Rev Chg QQuarterly Revenue Change % is -36% High stock price volatilityVol 12M is 128% 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. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 35%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 31% |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 92% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -49% |
| Megatrend and thematic driversMegatrends include US Energy Independence. Themes include US Oilfield Technologies. |
| Weak multi-year price returns2Y Excs Rtn is -108%, 3Y Excs Rtn is -138% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -39%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -23%, Rev Chg QQuarterly Revenue Change % is -36% |
| High stock price volatilityVol 12M is 128% |
| 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
MV Oil Trust (MVO) stock has gained about 130% since 12/31/2025 because of the following key factors:
1. Surging Crude Oil Prices Boosted Underlying Asset Value. Crude oil prices experienced significant upward movement during the period. As of April 24, 2026, crude oil prices had risen 4.30% over the past month and 49.48% compared to the same time last year. Forecasts from early April 2026 projected Brent crude oil to average $96 per barrel for 2026, a substantial 46% increase from the $66 per barrel forecast in January 2026. This macroeconomic tailwind directly increased the value of MV Oil Trust's underlying oil and gas interests, contributing significantly to the stock's appreciation.
2. Increased Quarterly Cash Distributions Attracted Income-Focused Investors. MV Oil Trust announced higher distributions to unitholders. The distribution payable on April 24, 2026, for the first quarter of 2026, was $0.170 per unit, an increase from the $0.140 per unit paid on January 23, 2026, for the fourth quarter of 2025. The Q1 2026 distribution was based on net profits from underlying properties producing 140,853 BOE at an average realized price of $56.57 per BOE. This increase in payouts, alongside a high current dividend yield of 28.94% as of April 2026, likely enhanced the stock's appeal to investors seeking yield.
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1. Surging Crude Oil Prices Boosted Underlying Asset Value. Crude oil prices experienced significant upward movement during the period. As of April 24, 2026, crude oil prices had risen 4.30% over the past month and 49.48% compared to the same time last year. Forecasts from early April 2026 projected Brent crude oil to average $96 per barrel for 2026, a substantial 46% increase from the $66 per barrel forecast in January 2026. This macroeconomic tailwind directly increased the value of MV Oil Trust's underlying oil and gas interests, contributing significantly to the stock's appreciation.
2. Increased Quarterly Cash Distributions Attracted Income-Focused Investors. MV Oil Trust announced higher distributions to unitholders. The distribution payable on April 24, 2026, for the first quarter of 2026, was $0.170 per unit, an increase from the $0.140 per unit paid on January 23, 2026, for the fourth quarter of 2025. The Q1 2026 distribution was based on net profits from underlying properties producing 140,853 BOE at an average realized price of $56.57 per BOE. This increase in payouts, alongside a high current dividend yield of 28.94% as of April 2026, likely enhanced the stock's appeal to investors seeking yield.
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Stock Movement Drivers
Fundamental Drivers
The 131.7% change in MVO stock from 12/31/2025 to 4/24/2026 was primarily driven by a 163.7% change in the company's P/E Multiple.| (LTM values as of) | 12312025 | 4242026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.10 | 2.55 | 131.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 13 | 11 | -11.5% |
| Net Income Margin (%) | 92.7% | 92.0% | -0.7% |
| P/E Multiple | 1.1 | 2.8 | 163.7% |
| Shares Outstanding (Mil) | 12 | 12 | 0.0% |
| Cumulative Contribution | 131.7% |
Market Drivers
12/31/2025 to 4/24/2026| Return | Correlation | |
|---|---|---|
| MVO | 131.7% | |
| Market (SPY) | 4.2% | -4.7% |
| Sector (XLE) | 27.2% | 14.2% |
Fundamental Drivers
The -47.1% change in MVO stock from 9/30/2025 to 4/24/2026 was primarily driven by a -26.6% change in the company's P/E Multiple.| (LTM values as of) | 9302025 | 4242026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.82 | 2.55 | -47.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 15 | 11 | -26.4% |
| Net Income Margin (%) | 93.9% | 92.0% | -2.0% |
| P/E Multiple | 3.8 | 2.8 | -26.6% |
| Shares Outstanding (Mil) | 12 | 12 | 0.0% |
| Cumulative Contribution | -47.1% |
Market Drivers
9/30/2025 to 4/24/2026| Return | Correlation | |
|---|---|---|
| MVO | -47.1% | |
| Market (SPY) | 7.0% | 5.3% |
| Sector (XLE) | 28.4% | 17.9% |
Fundamental Drivers
The -40.5% change in MVO stock from 3/31/2025 to 4/24/2026 was primarily driven by a -39.1% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 3312025 | 4242026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.29 | 2.55 | -40.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 19 | 11 | -39.1% |
| Net Income Margin (%) | 95.0% | 92.0% | -3.1% |
| P/E Multiple | 2.8 | 2.8 | 0.9% |
| Shares Outstanding (Mil) | 12 | 12 | 0.0% |
| Cumulative Contribution | -40.5% |
Market Drivers
3/31/2025 to 4/24/2026| Return | Correlation | |
|---|---|---|
| MVO | -40.5% | |
| Market (SPY) | 28.1% | 4.8% |
| Sector (XLE) | 24.8% | 13.8% |
Fundamental Drivers
The -65.1% change in MVO stock from 3/31/2023 to 4/24/2026 was primarily driven by a -58.4% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 3312023 | 4242026 | Change |
|---|---|---|---|
| Stock Price ($) | 7.31 | 2.55 | -65.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 27 | 11 | -58.4% |
| Net Income Margin (%) | 93.8% | 92.0% | -1.9% |
| P/E Multiple | 3.3 | 2.8 | -14.4% |
| Shares Outstanding (Mil) | 12 | 12 | 0.0% |
| Cumulative Contribution | -65.1% |
Market Drivers
3/31/2023 to 4/24/2026| Return | Correlation | |
|---|---|---|
| MVO | -65.1% | |
| Market (SPY) | 79.8% | 5.1% |
| Sector (XLE) | 50.4% | 17.7% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| MVO Return | 226% | 124% | -18% | -23% | -82% | 136% | 94% |
| Peers Return | 115% | 134% | -33% | 20% | 7% | 40% | 505% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 4% | 89% |
Monthly Win Rates [3] | |||||||
| MVO Win Rate | 75% | 83% | 50% | 33% | 50% | 100% | |
| Peers Win Rate | 56% | 67% | 42% | 53% | 42% | 83% | |
| 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 | -3% | -7% | -45% | -26% | -23% | -1% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: PBT, CRT, TPL.
[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 4/24/2026 (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 PBT, CRT, TPL
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)
MV Oil Trust acquires and holds net profits interests in the oil and natural gas properties of MV Partners, LLC. Its properties include approximately 860 producing oil and gas wells located in the Mid-Continent region in the states of Kansas and Colorado. The company was incorporated in 2006 and is based in Houston, Texas.
AI Analysis | Feedback
Here are 3 brief analogies for MV Oil Trust (MVO):
- Like a real estate investment trust (REIT) such as Realty Income (O), but instead of property rent, MVO collects a share of profits from existing oil and natural gas wells.
- Imagine a music publishing company like Warner Music Group (WMG) collecting royalties on existing songs, but MVO collects profits from a share of oil and gas production.
- Similar to Franco-Nevada (FNV), which invests in royalties and streams from mining operations, MVO invests in 'net profits interests' from existing oil and gas wells.
AI Analysis | Feedback
- Net Profits Interests: The trust's primary holding consists of financial interests that entitle it to a share of the net profits generated from specified oil and natural gas properties.
AI Analysis | Feedback
MV Oil Trust (MVO) is structured as a royalty trust that acquires and holds net profits interests in the oil and natural gas properties operated by MV Partners, LLC. As such, MVO does not engage in the direct sale of oil and natural gas products or services to external customers.
Instead, its revenue is derived from the net profits generated by the underlying oil and gas properties, which are managed and operated by MV Partners, LLC. MV Partners, LLC, a private entity, is responsible for the actual production and sale of oil and natural gas to its own customers (typically refiners, pipelines, or other energy purchasers). MV Oil Trust's role is to collect its share of these net profits and distribute them to its unitholders.
Therefore, MV Oil Trust does not have major customers in the traditional sense of selling goods or services.
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The primary key risk to MV Oil Trust (MVO) is its finite life and impending termination. The trust is contractually set to expire around June 30, 2026, or earlier if certain production thresholds are met. Trust management has indicated that cash distributions will continue through mid-July 2026, after which the trust units will be canceled, and the trust will be dissolved. This means that the company, as a publicly traded entity, has a predetermined end date, leading to an irreversible capital erosion for investors who are not fully aware of this structural limitation. While commodity price volatility and production decline are inherent risks for oil and natural gas trusts, the impending dissolution of MV Oil Trust is the overwhelmingly dominant and most significant risk for the business and its unitholders.AI Analysis | Feedback
The accelerating global transition to renewable energy sources and electric vehicles, which fundamentally reduces long-term demand for and reliance on the oil and natural gas properties from which MV Oil Trust derives its profits. This transition is characterized by rapidly decreasing costs of renewables, advancements in battery storage, and increasing regulatory and consumer adoption.AI Analysis | Feedback
MV Oil Trust (MVO) acquires and holds net profits interests in oil and natural gas properties located in the Mid-Continent region of the United States, specifically in the states of Kansas and Colorado. Therefore, the addressable market for their main products and services is essentially the value of oil and natural gas production within these two states.
- For **Kansas**, the oil and gas industry generated over $2.3 billion in output in 2023.
- For **Colorado**, the total estimated value of oil and natural gas production was approximately $18.05 billion in 2021.
AI Analysis | Feedback
Expected Drivers of Future Revenue Growth for MV Oil Trust (MVO)
For MV Oil Trust (MVO), a company holding net profits interests in oil and natural gas properties, the conventional concept of "future revenue growth" is significantly impacted by its scheduled termination on June 30, 2026. Therefore, the identified drivers primarily influence the magnitude of revenue generated during the Trust's remaining operational period.
- Oil and Natural Gas Commodity Prices: MV Oil Trust's revenue is directly tied to the prevailing market prices for oil and natural gas. As the Trust derives its income from the sale of production from its underlying properties, higher commodity prices would result in increased net proceeds and, consequently, greater revenue for the Trust until its termination.
- Production Volumes from Underlying Properties: The Trust's revenue stream is based on 80% of the net proceeds from the sale of production from approximately 860 oil and gas wells located in Kansas and Colorado. The actual volume of oil and natural gas produced from these properties during its remaining operational life, until June 30, 2026, will directly affect the total revenue generated.
- Operating Costs of MV Partners, LLC: Given that MV Oil Trust holds "net profits interests," the operational costs and expenses incurred by MV Partners, LLC in producing the oil and natural gas significantly impact the net proceeds available to the Trust. Lower operating expenses would lead to higher net profits and thus a larger share of revenue for the Trust until it dissolves.
AI Analysis | Feedback
MV Oil Trust (MVO), operating as a statutory trust, primarily focuses on distributing net profits from its oil and natural gas interests rather than engaging in typical corporate capital allocation activities.
Share Repurchases
- MV Oil Trust has not undertaken any share repurchase programs over the last 3-5 years.
Share Issuance
- The number of shares outstanding for MV Oil Trust has remained consistently at approximately 0.012 billion (12 million) from 2021 through 2025, indicating no significant share issuances during this period.
Inbound Investments
- There is no information to suggest that MV Oil Trust has received large inbound investments from third-parties such as strategic partners or private equity firms.
Outbound Investments
- MV Oil Trust has not made any strategic investments in other companies.
Capital Expenditures
- As a statutory trust holding net profits interests, MV Oil Trust does not directly incur capital expenditures related to the oil and natural gas properties. Any operational capital expenditures for the underlying properties are managed by MV Partners, LLC before calculating the net profits distributed to the Trust.
- Quarterly distribution announcements from MV Oil Trust consistently show "MV Partners reserve for capital expenditures" as zero, indicating no capital expenditure outlays by the Trust.
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 |
Trade Ideas
Select ideas related to MVO.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 03312026 | KGS | Kodiak Gas Services | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | 0.0% | 0.0% | 0.0% |
| 03312026 | KOS | Kosmos Energy | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | 0.0% | 0.0% | 0.0% |
| 12262025 | TPL | Texas Pacific Land | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 65.2% | 65.2% | -2.1% |
| 12122025 | NOV | NOV | Insider | Insider Buys | Low D/EStrong Insider BuyingCompanies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | 15.3% | 15.3% | -6.5% |
| 12122025 | RIG | Transocean | Insider | Insider Buys | Low D/EStrong Insider BuyingCompanies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | 60.5% | 60.5% | -7.0% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 16.43 |
| Mkt Cap | 0.6 |
| Rev LTM | 14 |
| Op Inc LTM | 12 |
| FCF LTM | 32 |
| FCF 3Y Avg | 159 |
| CFO LTM | 546 |
| CFO 3Y Avg | 485 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -25.9% |
| Rev Chg 3Y Avg | -21.8% |
| Rev Chg Q | -9.2% |
| QoQ Delta Rev Chg LTM | -1.8% |
| Op Inc Chg LTM | -31.0% |
| Op Inc Chg 3Y Avg | -24.0% |
| Op Mgn LTM | 83.0% |
| Op Mgn 3Y Avg | 89.2% |
| QoQ Delta Op Mgn LTM | -1.1% |
| CFO/Rev LTM | 68.4% |
| CFO/Rev 3Y Avg | 68.0% |
| FCF/Rev LTM | 4.0% |
| FCF/Rev 3Y Avg | 24.4% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.6 |
| P/S | 24.5 |
| P/Op Inc | 32.7 |
| P/EBIT | 31.9 |
| P/E | 38.5 |
| P/CFO | 55.4 |
| Total Yield | 4.6% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 0.4% |
| D/E | 0.0 |
| Net D/E | -0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 3.8% |
| 3M Rtn | 25.9% |
| 6M Rtn | 32.2% |
| 12M Rtn | 5.2% |
| 3Y Rtn | -18.7% |
| 1M Excs Rtn | -4.9% |
| 3M Excs Rtn | 22.3% |
| 6M Excs Rtn | 29.4% |
| 12M Excs Rtn | -27.3% |
| 3Y Excs Rtn | -94.0% |
Price Behavior
Price Behavior
| Market Price | $2.55 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 01/19/2007 | |
| Distance from 52W High | -51.8% | |
| 50 Days | 200 Days | |
| DMA Price | $2.21 | $3.13 |
| DMA Trend | down | up |
| Distance from DMA | 15.6% | -18.6% |
| 3M | 1YR | |
| Volatility | 156.8% | 128.5% |
| Downside Capture | -1.01 | 1.35 |
| Upside Capture | 28.64 | 94.65 |
| Correlation (SPY) | -13.4% | 6.1% |
MVO Betas & Captures as of 3/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -2.00 | -0.85 | 0.29 | 1.30 | 0.44 | 0.33 |
| Up Beta | -41.05 | -15.39 | -14.48 | -7.09 | -0.55 | -0.25 |
| Down Beta | -2.57 | 0.70 | 0.20 | 1.60 | 0.51 | 0.42 |
| Up Capture | 218% | 338% | 826% | 313% | 111% | 14% |
| Bmk +ve Days | 7 | 16 | 27 | 65 | 139 | 424 |
| Stock +ve Days | 8 | 19 | 29 | 54 | 117 | 362 |
| Down Capture | 21% | -121% | 112% | 253% | 151% | 102% |
| Bmk -ve Days | 12 | 23 | 33 | 58 | 110 | 323 |
| Stock -ve Days | 12 | 20 | 31 | 64 | 123 | 368 |
[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 | -45.6% | 128.3% | 0.14 | - |
| Sector ETF (XLE) | 43.8% | 19.7% | 1.72 | 16.6% |
| Equity (SPY) | 34.0% | 12.6% | 2.05 | 6.1% |
| Gold (GLD) | 42.9% | 27.2% | 1.29 | -4.0% |
| Commodities (DBC) | 46.4% | 18.0% | 1.97 | 15.9% |
| Real Estate (VNQ) | 14.2% | 13.3% | 0.74 | 5.2% |
| Bitcoin (BTCUSD) | -16.6% | 42.1% | -0.32 | 9.5% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with MVO | |
|---|---|---|---|---|
| MVO | 2.7% | 73.1% | 0.36 | - |
| Sector ETF (XLE) | 23.0% | 26.1% | 0.79 | 31.4% |
| Equity (SPY) | 12.7% | 17.1% | 0.58 | 9.5% |
| Gold (GLD) | 21.2% | 17.8% | 0.97 | 3.8% |
| Commodities (DBC) | 14.5% | 19.1% | 0.62 | 28.6% |
| Real Estate (VNQ) | 3.7% | 18.8% | 0.10 | 5.4% |
| Bitcoin (BTCUSD) | 7.0% | 56.3% | 0.34 | 3.9% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with MVO | |
|---|---|---|---|---|
| MVO | 7.8% | 67.1% | 0.41 | - |
| Sector ETF (XLE) | 10.3% | 29.5% | 0.39 | 37.5% |
| Equity (SPY) | 14.9% | 17.9% | 0.71 | 18.6% |
| Gold (GLD) | 13.9% | 15.9% | 0.73 | 2.4% |
| Commodities (DBC) | 10.1% | 17.8% | 0.47 | 32.8% |
| Real Estate (VNQ) | 5.4% | 20.7% | 0.23 | 16.1% |
| Bitcoin (BTCUSD) | 68.3% | 66.9% | 1.07 | 1.2% |
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 |
| 4/2/2026 | 4.8% | 19.7% | |
| 1/6/2026 | -17.9% | 79.1% | 19.5% |
| 10/3/2025 | 1.9% | -0.7% | -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% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 16 | 15 | 11 |
| # Negative | 8 | 9 | 12 |
| Median Positive | 3.4% | 13.0% | 13.6% |
| Median Negative | -2.8% | -1.4% | -9.1% |
| Max Positive | 17.5% | 79.1% | 27.9% |
| Max Negative | -17.9% | -31.1% | -37.9% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 03/24/2026 | 10-K |
| 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 |
Industry Resources
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.