Amplify Energy Corp.
AMPY · Crude Petroleum & Natural Gas · 41.3M shares · +1%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: $19M (gross $26M, SBC $7M)
Reference price $3.95 · est. market cap ~$163M — last insider purchase, 2026-06-23 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B77Small but profitable, now debt-free independent oil & gas producer with strong margins after a year of asset divestitures.
Strengths
- Strong margins/returns: operating margin 29.2% (80th), ROA 7.3% (81st), net margin 16.7% (73rd)
- Debt-free at year-end (no revolver drawn) with current/quick ratio 2.25 (87.7th)
- Streamlined to Beta and Bairoil with ~15.9-year reserve life
Risks
- Commodity-price volatility and a declining asset base requiring ongoing acquisitions/capex
- Geographic and customer concentration after divestitures
- Disclosed material weakness in internal controls over financial reporting
Notable findings
- Restatement13 Table of Contents Amended Revolving Credit Facility On December 31, 2025, OLLC entered into the Borrowing Base Redetermination, Commitment Increase and Second Amendment to Amended and Restat 8-K ↗
- Auditor changeRecent 8-K item 4.01 8-K ↗
- Material weakness● the impact of, and our ability to, remediate the identified material weaknesses in our internal controls over financial reporting; ● our ability to access funds on acceptable terms, if at all, due
- Revenue declineRevenue -33.8% YoY
- Insider sellingInsider selling — 3 open-market sale(s) by 1 insider(s) (~$6M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
93.2%
Operating margin
29.2%
Net margin
16.7%
Return on equity
9.6%
Return on assets
7.3%
ROIC
13.3%
Revenue growth (QoQ)
-33.8%
Net-income growth
239.6%
Debt / equity
0.0×
Net debt / EBITDA
-0.6×
Current ratio
2.2×
EBITDA
$109M
Tangible book value
$459M
Cash & investments
$61M
Stock comp / revenue
3.1%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-23 | FREW JAMES | Buy | 25K | $3.95 |
| 2026-03-17 | COGHILL CLINT D | Sell | 242K | $6.31 |
| 2026-03-16 | COGHILL CLINT D | Sell | 501K | $6.42 |
| 2026-03-13 | COGHILL CLINT D | Sell | 256K | $6.66 |
| 2026-02-01 | FREW JAMES | Tax withheld | 20K | $5.02 |
| 2026-02-01 | FURBEE DANIEL | Option exercise | 52K | — |
| 2026-02-01 | FURBEE DANIEL | Tax withheld | 20K | $5.02 |
| 2026-02-01 | Lopez Anthony William | Option exercise | 66K | — |
| 2026-02-01 | Lopez Anthony William | Option exercise | 13K | — |
| 2026-02-01 | Lopez Anthony William | Tax withheld | 32K | $5.02 |
| 2026-02-01 | Willis Eric M. | Option exercise | 45K | — |
| 2026-02-01 | Willis Eric M. | Tax withheld | 18K | $5.02 |
| 2026-02-01 | France Natasha | Option exercise | 10K | — |
| 2026-02-01 | France Natasha | Tax withheld | 3.1K | $5.02 |
| 2026-02-01 | FREW JAMES | Option exercise | 51K | — |
| 2026-01-06 | FREW JAMES | Option exercise | 56K | — |
| 2026-01-06 | FREW JAMES | Tax withheld | 24K | $4.57 |
| 2026-01-06 | FURBEE DANIEL | Option exercise | 56K | — |
| 2026-01-06 | FURBEE DANIEL | Tax withheld | 24K | $4.57 |
| 2026-01-06 | Lopez Anthony William | Option exercise | 17K | — |
| 2026-01-06 | Lopez Anthony William | Tax withheld | 7.8K | $4.57 |
| 2026-01-06 | Willis Eric M. | Option exercise | 29K | — |
| 2026-01-06 | Willis Eric M. | Tax withheld | 13K | $4.57 |
| 2025-11-14 | Dulany Eric Edward | Option exercise | 51K | — |
| 2025-11-14 | Dulany Eric Edward | Tax withheld | 20K | $5.63 |
| 2025-08-14 | COGHILL CLINT D | Buy | 65K | $3.89 |
| 2025-08-13 | COGHILL CLINT D | Buy | 167K | $3.88 |
| 2025-08-12 | COGHILL CLINT D | Buy | 117K | $3.69 |
| 2025-08-12 | FREW JAMES | Buy | 25K | $3.70 |
| 2025-08-11 | FREW JAMES | Buy | 50K | $3.50 |
| 2025-07-01 | Adams Deborah G | Option exercise | 20K | — |
| 2025-07-01 | Snyder Todd R | Option exercise | 20K | — |
| 2025-07-01 | Hamm Christopher W. | Option exercise | 28K | — |
| 2025-06-23 | Dulany Eric Edward | Sell | 5.5K | $3.65 |
| 2025-06-20 | COGHILL CLINT D | Buy | 150K | $3.67 |
| 2025-06-18 | Hamm Christopher W. | Buy | 77K | $3.67 |
| 2025-06-13 | Prasad Vidisha | Option exercise | 20K | — |
| 2025-06-13 | Douglas Patrice D | Option exercise | 20K | — |
| 2025-06-13 | Craddock James E | Option exercise | 20K | — |
| 2025-06-06 | COGHILL CLINT D | Buy | 31K | $3.40 |
| 2025-06-05 | COGHILL CLINT D | Buy | 92K | $3.26 |
| 2025-06-04 | COGHILL CLINT D | Buy | 181K | $3.27 |
| 2025-05-30 | FURBEE DANIEL | Buy | 10K | $2.97 |
| 2025-03-11 | Adams Deborah G | Buy | 10K | $4.14 |
| 2025-03-07 | Snyder Todd R | Buy | 25K | $3.83 |
| 2025-03-07 | FREW JAMES | Buy | 15K | $3.85 |
| 2025-03-07 | Willsher Martyn | Buy | 15K | $3.84 |
| 2025-02-01 | FREW JAMES | Option exercise | 34K | — |
| 2025-02-01 | Dulany Eric Edward | Option exercise | 25K | — |
| 2025-02-01 | Dulany Eric Edward | Tax withheld | 11K | $5.34 |
| 2025-02-01 | FREW JAMES | Tax withheld | 15K | $5.34 |
| 2025-02-01 | FURBEE DANIEL | Option exercise | 34K | — |
| 2025-02-01 | FURBEE DANIEL | Tax withheld | 15K | $5.34 |
| 2025-02-01 | Lopez Anthony William | Option exercise | 26K | — |
| 2025-02-01 | Lopez Anthony William | Tax withheld | 10K | $5.34 |
| 2025-02-01 | Willsher Martyn | Option exercise | 61K | — |
| 2025-02-01 | Willsher Martyn | Tax withheld | 24K | $5.34 |
| 2025-02-01 | Willis Eric M. | Option exercise | 40K | — |
| 2025-02-01 | Willis Eric M. | Tax withheld | 16K | $5.34 |
| 2025-01-08 | Lopez Anthony William | Option exercise | 56K | — |
| 2025-01-08 | Lopez Anthony William | Tax withheld | 23K | $6.00 |
| 2025-01-08 | Willsher Martyn | Option exercise | 120K | — |
| 2025-01-08 | Willsher Martyn | Tax withheld | 48K | $6.00 |
| 2025-01-08 | Willis Eric M. | Option exercise | 72K | — |
| 2025-01-08 | Willis Eric M. | Tax withheld | 30K | $6.00 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-03 | Shareholder vote | filing ↗ |
| 2026-05-11 | ResultsReg FDExhibits | filing ↗ |
| 2026-03-13 | Auditor changeExhibits | filing ↗ |
| 2026-03-09 | ResultsReg FDExhibits | filing ↗ |
| 2026-01-15 | Auditor changeExhibits | filing ↗ |
| 2025-12-31 | Material agreementDebt obligationReg FDExhibits | filing ↗ |
| 2025-12-29 | Acquisition/dispositionReg FDExhibits | filing ↗ |
| 2025-12-23 | Acquisition/dispositionReg FDExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-03 | 2026-06-03 | 0001104659-26-070091 ↗ |
| 10-Q | 2026-05-11 | 2026-03-31 | 0001104659-26-058661 ↗ |
| 8-K | 2026-05-11 | 2026-05-11 | 0001104659-26-058653 ↗ |
| 8-K/A | 2026-03-13 | 2026-01-12 | 0001104659-26-027245 ↗ |
| 10-K | 2026-03-09 | 2025-12-31 | 0001104659-26-025299 ↗ |
| 8-K | 2026-03-09 | 2026-03-09 | 0001104659-26-025276 ↗ |
| 8-K | 2026-01-15 | 2026-01-12 | 0001104659-26-004096 ↗ |
| 8-K | 2025-12-31 | 2025-12-31 | 0001104659-25-125672 ↗ |
| 8-K | 2025-12-29 | 2025-12-29 | 0001104659-25-124890 ↗ |
| 8-K | 2025-12-23 | 2025-12-23 | 0001104659-25-124255 ↗ |
| 8-K | 2025-11-14 | 2025-11-14 | 0001104659-25-112573 ↗ |
| 10-Q | 2025-11-05 | 2025-09-30 | 0001104659-25-107056 ↗ |