Riley Exploration Permian, Inc.
REPX · Crude Petroleum & Natural Gas · 20.4M shares · +5%/yr ↑ shares · EDGAR filings ↗
Reference price $36.22 · est. market cap ~$739M — last insider sale, 2026-06-10 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B81Small-cap Permian operator delivering top-decile returns and margins, tempered by commodity and liquidity risk.
Strengths
- Top-decile ROA (13.8%, 97th), ROE (25.4%, 91st), net margin (41%, 97th) and operating margin (88th)
- Growing production base, accretive Silverback acquisition and a $71.7M midstream-sale gain bolstering cash flow
Risks
- Commodity-price dependent with no durable moat; weak liquidity (current 0.6x, quick 0.55x)
- Negative realized gas/NGL prices and PUD development funding needs (~$285M)
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
34.0%
Net margin
41.0%
Return on equity
25.4%
Return on assets
13.8%
ROIC
12.2%
Revenue growth (QoQ)
17.1%
Net-income growth
80.9%
Debt / equity
0.4×
Current ratio
0.6×
EBITDA
$226M
Tangible book value
$634M
Stock comp / revenue
2.3%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-10 | Riley Bobby | Sell | 30K | $36.22 |
| 2026-05-15 | SUTER JOHN PATRICK | Grant | 32K | — |
| 2026-05-15 | SUTER JOHN PATRICK | Grant | 34K | — |
| 2026-05-15 | Bayless Rebecca L | Grant | 7.1K | — |
| 2026-05-15 | Gutman Jeffrey | Grant | 28K | — |
| 2026-05-15 | Gutman Jeffrey | Grant | 30K | — |
| 2026-05-15 | Riley Philip A | Grant | 35K | — |
| 2026-05-15 | Riley Philip A | Grant | 38K | — |
| 2026-05-15 | Saadati Bobby | Grant | 7.1K | — |
| 2026-05-15 | NORDBERG E WAYNE | Grant | 7.1K | — |
| 2026-05-15 | Arriaga Brent Alexander | Grant | 7.1K | — |
| 2026-05-15 | Riley Bobby | Grant | 102K | — |
| 2026-05-15 | Riley Bobby | Grant | 110K | — |
| 2026-05-15 | Riley Corey Neil | Grant | 31K | — |
| 2026-05-15 | Riley Corey Neil | Grant | 34K | — |
| 2026-05-11 | Riley Bobby | Sell | 7.7K | $34.56 |
| 2026-05-11 | Riley Corey Neil | Sell | 1.2K | $34.02 |
| 2026-05-11 | Riley Corey Neil | Sell | 2.3K | $34.55 |
| 2026-05-11 | Riley Bobby | Sell | 4.8K | $34.27 |
| 2026-04-14 | Lawrence Bryan H. | Other | 81K | — |
| 2026-04-14 | Lawrence Bryan H. | Other | 9.8K | — |
| 2026-04-14 | Lawrence Bryan H. | Other | 896K | — |
| 2026-04-13 | Lawrence Bryan H. | Other | 7.3K | — |
| 2026-04-13 | Lawrence Bryan H. | Other | 490K | — |
| 2026-04-13 | Lawrence Bryan H. | Other | 5.8K | — |
| 2026-04-08 | Arriaga Brent Alexander | Sell | 2.5K | $38.94 |
| 2026-04-01 | Gutman Jeffrey | Tax withheld | 2.7K | $36.45 |
| 2026-04-01 | di Santo Beth A | Grant | 12K | — |
| 2026-04-01 | SUTER JOHN PATRICK | Tax withheld | 3.2K | $36.45 |
| 2026-04-01 | Riley Philip A | Tax withheld | 8.6K | $36.45 |
| 2026-04-01 | Riley Bobby | Tax withheld | 11K | $36.45 |
| 2026-04-01 | Riley Corey Neil | Tax withheld | 6.6K | $36.45 |
| 2026-03-06 | Bluescape Riley Exploration Holdings LLC | Sell | 490K | $32.80 |
| 2026-03-05 | Bluescape Riley Exploration Holdings LLC | Sell | 392K | $31.76 |
| 2026-03-04 | Bluescape Riley Exploration Holdings LLC | Sell | 36K | $29.65 |
| 2026-03-03 | Bluescape Riley Exploration Holdings LLC | Sell | 26K | $29.58 |
| 2026-03-02 | Bluescape Riley Exploration Holdings LLC | Sell | 19K | $29.73 |
| 2026-03-01 | Saadati Bobby | Grant | 1.9K | — |
| 2026-02-23 | Bluescape Riley Exploration Holdings LLC | Sell | 5.3K | $28.38 |
| 2026-02-20 | Bluescape Riley Exploration Holdings LLC | Sell | 55K | $28.33 |
| 2026-02-19 | Bluescape Riley Exploration Holdings LLC | Sell | 35K | $28.48 |
| 2026-02-12 | Riley Corey Neil | Sell | 3.5K | $27.41 |
| 2026-02-11 | Bluescape Riley Exploration Holdings LLC | Sell | 4.8K | $28.23 |
| 2026-02-10 | Riley Bobby | Sell | 12K | $27.77 |
| 2026-02-10 | Riley Bobby | Sell | 315 | $28.62 |
| 2026-02-09 | Bluescape Riley Exploration Holdings LLC | Sell | 123K | $28.88 |
| 2026-02-06 | Bluescape Riley Exploration Holdings LLC | Sell | 195K | $28.39 |
| 2026-02-04 | Bluescape Riley Exploration Holdings LLC | Sell | 149K | $28.56 |
| 2026-02-03 | Bluescape Riley Exploration Holdings LLC | Sell | 74K | $28.18 |
| 2026-02-02 | Bluescape Riley Exploration Holdings LLC | Sell | 8.8K | $28.07 |
| 2026-01-30 | Bluescape Riley Exploration Holdings LLC | Sell | 3.4K | $28.10 |
| 2026-01-29 | Bluescape Riley Exploration Holdings LLC | Sell | 90K | $28.31 |
| 2026-01-28 | Bluescape Riley Exploration Holdings LLC | Sell | 57K | $27.73 |
| 2026-01-27 | Bluescape Riley Exploration Holdings LLC | Sell | 75K | $27.57 |
| 2026-01-26 | Bluescape Riley Exploration Holdings LLC | Sell | 1.6K | $27.55 |
| 2026-01-23 | Bluescape Riley Exploration Holdings LLC | Sell | 13K | $27.80 |
| 2026-01-22 | Bluescape Riley Exploration Holdings LLC | Sell | 23K | $27.56 |
| 2026-01-21 | Bluescape Riley Exploration Holdings LLC | Sell | 123K | $27.74 |
| 2026-01-20 | Bluescape Riley Exploration Holdings LLC | Sell | 17K | $27.71 |
| 2026-01-16 | Bluescape Riley Exploration Holdings LLC | Sell | 50K | $28.11 |
| 2026-01-15 | Bluescape Riley Exploration Holdings LLC | Sell | 129 | $28.07 |
| 2026-01-14 | Bluescape Riley Exploration Holdings LLC | Sell | 22K | $28.66 |
| 2025-12-19 | Riley Bobby | Sell | 20K | $25.91 |
| 2025-12-18 | Riley Philip A | Gift | 400 | — |
| 2025-12-05 | Bluescape Riley Exploration Holdings LLC | Sell | 43K | $28.12 |
| 2025-12-04 | Bluescape Riley Exploration Holdings LLC | Sell | 70K | $27.78 |
| 2025-12-03 | Bluescape Riley Exploration Holdings LLC | Sell | 96K | $27.56 |
| 2025-11-21 | Lawrence Bryan H. | Other | 250K | — |
| 2025-11-10 | Riley Bobby | Sell | 12K | $25.05 |
| 2025-11-07 | Riley Corey Neil | Sell | 3.5K | $24.87 |
| 2025-10-15 | Bluescape Riley Exploration Holdings LLC | Sell | 3.0K | $28.08 |
| 2025-10-09 | Bluescape Riley Exploration Holdings LLC | Sell | 976 | $28.14 |
| 2025-10-08 | Bluescape Riley Exploration Holdings LLC | Sell | 4.7K | $28.03 |
| 2025-10-07 | Bluescape Riley Exploration Holdings LLC | Sell | 10.0K | $28.04 |
| 2025-10-01 | Riley Philip A | Tax withheld | 6.7K | $27.11 |
| 2025-10-01 | Riley Corey Neil | Tax withheld | 6.7K | $27.11 |
| 2025-10-01 | Riley Bobby | Tax withheld | 11K | $27.11 |
| 2025-09-29 | Bluescape Riley Exploration Holdings LLC | Sell | 1.8K | $28.03 |
| 2025-09-27 | Riley Philip A | Tax withheld | 6.6K | $28.96 |
| 2025-09-27 | Riley Corey Neil | Tax withheld | 4.4K | $28.96 |
| 2025-09-27 | Riley Bobby | Tax withheld | 7.0K | $28.96 |
| 2025-09-25 | Bluescape Riley Exploration Holdings LLC | Sell | 28K | $28.09 |
| 2025-09-24 | Bluescape Riley Exploration Holdings LLC | Sell | 79K | $28.25 |
| 2025-09-23 | Bluescape Riley Exploration Holdings LLC | Sell | 29K | $28.16 |
| 2025-08-11 | Riley Bobby | Sell | 15K | $26.01 |
| 2025-08-08 | Riley Corey Neil | Sell | 3.5K | $26.42 |
| 2025-07-16 | Libin Alvin Gerald | Buy | 15K | $25.39 |
| 2025-07-14 | Libin Alvin Gerald | Buy | 15K | $27.27 |
| 2025-07-01 | Gutman Jeffrey | Tax withheld | 1.5K | $26.23 |
| 2025-07-01 | SUTER JOHN PATRICK | Tax withheld | 1.5K | $26.23 |
| 2025-06-23 | Arriaga Brent Alexander | Sell | 3.9K | $27.95 |
| 2025-06-17 | Riley Bobby | Sell | 5.5K | $28.65 |
| 2025-06-16 | Riley Bobby | Sell | 4.5K | $28.05 |
| 2025-06-01 | Arriaga Brent Alexander | Grant | 7.5K | — |
| 2025-06-01 | Bayless Rebecca L | Grant | 7.5K | — |
| 2025-06-01 | NORDBERG E WAYNE | Grant | 7.5K | — |
| 2025-05-20 | LAWRENCE BRYAN H | Other | 4.3K | — |
| 2025-05-20 | LAWRENCE BRYAN H | Other | 288K | — |
| 2025-05-12 | Riley Bobby | Sell | 15K | $27.92 |
| 2025-05-09 | Riley Corey Neil | Sell | 70 | $26.77 |
| 2025-05-09 | Riley Corey Neil | Sell | 3.4K | $26.20 |
| 2025-04-11 | di Santo Beth A | Grant | 15K | — |
| 2025-04-11 | Riley Philip A | Buy | 1.0K | $23.26 |
| 2025-04-01 | Riley Philip A | Tax withheld | 1.8K | $29.17 |
| 2025-04-01 | Riley Corey Neil | Sell | 1.5K | $29.17 |
| 2025-04-01 | Riley Bobby | Sell | 2.7K | $29.17 |
| 2025-04-01 | Riley Philip A | Sell | 1.8K | $29.17 |
| 2025-03-31 | Libin Alvin Gerald | Buy | 12K | $29.32 |
| 2025-03-24 | Riley Corey Neil | Grant | 32K | — |
| 2025-03-24 | Riley Corey Neil | Grant | 27K | — |
| 2025-03-24 | Gutman Jeffrey | Grant | 18K | — |
| 2025-03-24 | Gutman Jeffrey | Grant | 16K | — |
| 2025-03-24 | Riley Bobby | Grant | 79K | — |
| 2025-03-24 | Riley Bobby | Grant | 67K | — |
| 2025-03-24 | Riley Philip A | Grant | 36K | — |
| 2025-03-24 | Riley Philip A | Grant | 31K | — |
| 2025-03-24 | SUTER JOHN PATRICK | Grant | 32K | — |
| 2025-03-24 | SUTER JOHN PATRICK | Grant | 28K | — |
| 2025-03-10 | Riley Corey Neil | Sell | 2.5K | $27.13 |
| 2025-03-10 | Riley Corey Neil | Sell | 958 | $27.89 |
| 2025-02-10 | Riley Bobby | Sell | 6.2K | $33.07 |
| 2025-02-10 | Riley Bobby | Sell | 8.8K | $33.59 |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (0)
Suppliers (1)
- Ryder Scott Company L.P.
Named in the 10-K; linked when we track them.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-13 | Exec/director changeShareholder voteExhibits | filing ↗ |
| 2026-05-06 | ResultsExhibits | filing ↗ |
| 2026-03-04 | ResultsExhibits | filing ↗ |
| 2026-02-06 | Exec/director changeReg FDExhibits | filing ↗ |
| 2025-12-30 | Acquisition/dispositionExhibits | filing ↗ |
| 2025-12-16 | Reg FDOtherExhibits | filing ↗ |
| 2025-12-04 | Material agreementReg FDExhibits | filing ↗ |
| 2025-11-05 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-13 | 2026-05-12 | 0001001614-26-000028 ↗ |
| 10-Q | 2026-05-06 | 2026-03-31 | 0001001614-26-000022 ↗ |
| 8-K | 2026-05-06 | 2026-05-06 | 0001001614-26-000021 ↗ |
| 10-K | 2026-03-04 | 2025-12-31 | 0001001614-26-000011 ↗ |
| 8-K | 2026-03-04 | 2026-03-04 | 0001001614-26-000010 ↗ |
| 8-K | 2026-02-06 | 2026-02-04 | 0001001614-26-000004 ↗ |
| 8-K | 2025-12-30 | 2025-12-24 | 0001001614-25-000069 ↗ |
| 8-K | 2025-12-16 | 2025-12-15 | 0001001614-25-000066 ↗ |
| 8-K | 2025-12-04 | 2025-12-03 | 0001001614-25-000061 ↗ |
| 10-Q | 2025-11-05 | 2025-09-30 | 0001001614-25-000058 ↗ |
| 8-K | 2025-11-05 | 2025-11-05 | 0001001614-25-000056 ↗ |
| 8-K/A | 2025-09-03 | 2025-07-01 | 0001001614-25-000048 ↗ |