Eaglerock Land, LLC announced a director or officer change
SEC 8-KRead source ↗
Eaglerock Land, LLC is a US-listed company in the oil & gas storage & transportation industry. Its financial year ends in December.
Who’s trading
What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.
- Insiders5 buying, 0 selling5 purchases and 0 sales by directors and officers, last 12 monthsInsider trades
- Funds70 adding, 0 cuttingOf 23 active managers that changed their stake, 23 added; quarter to June 30, 2026Fund buyers and sellers
The Fundamentalytics view
Current signal Results well ahead of expectations: Reported earnings per share beat the analysts' consensus estimate by 321% in the quarter to 2026-06-30.
Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.
Highlights
How we pick theseStrengths
- Estimates rising. Analysts' consensus for next year's earnings per share has risen 59.9% over 90 days.
Things to watch
- Short interest rising. Shares sold short rose 48% in a month to 5.5% of tradable shares.
Latest results
- Earnings per share
- $0.56 against an average estimate of $0.13: beat by 321.1%
- Share reaction
- +0.6% in the first session after the results on August 11, 2026, against -0.1% for the S&P 500
- Next report
- November 3, 2026; average EPS estimate $0.14
Price chart
- 1 day-4.4%
- 1 week-3.7%
- 1 month-11.4%
Loading chart…
Third-party market data · may be delayed
At a glance
Earnings
- Last results
- August 11, 2026
News & updates
Company announcements, filed results and changes that matter to shareholders.
- Leadership
- Results
Eaglerock Land, LLC reported results; made a public disclosure
SEC 8-KRead source ↗
No model value for Eaglerock Land, LLC at the moment. Current status: limited reported history: available models are shown without a Buy/Hold/Sell rating. Available reported financials are shown below.
Valuation models
We value Eaglerock Land, LLC as an oil and gas producer, with every model that fits that kind of business. Cost of equity 7.7%: the 10-year Treasury yield (4.9%) plus a beta of 0.62 times a 4.5% equity risk premium.
| Model | Value per share | In the combined value? |
|---|---|---|
| Proved-reserve net asset value The SEC standardised measure of the company's proved oil and gas reserves (future net cash flows after tax at SEC average prices, discounted at 10%) less debt and other claims, per share. | — | Does not apply: no twelve-month earnings or share count in the filings yet |
| Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. | — | Does not apply: no twelve-month earnings or share count in the filings yet |
| Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. | — | Does not apply: no twelve-month earnings or share count in the filings yet |
| Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. | — | Does not apply: no twelve-month earnings or share count in the filings yet |
| Combined value Weighted average of the models that apply: the primary model (proved-reserve net asset value) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. | — | No model applies: the filings don’t yet support a value. |
Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Eaglerock Land, LLC with oil and gas producers in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.
Moat
Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Low.
Forecasts and guidance
Next results: November 3, 2026, after the close. Analysts expect revenue of $44m and EPS of $0.14 (range $0.14 to $0.14) for the quarter.
Analysts' consensus
| Fiscal year | EPS | Growth | Revenue | Growth |
|---|---|---|---|---|
| Current | $0.12 | — | $169m | — |
| Next | $0.95 | +693% | $216m | +28% |
Next year's EPS estimate has moved +59.9% in 90 days, across 1 analysts.
How the EPS forecast has moved
The consensus EPS forecast for the current fiscal year is −71.5% on 90 days ago. In the last 30 days, 0 analysts raised Eaglerock Land, LLC's forecast and 0 cut it.
Average of analysts' published estimates (third-party data).
View chart data
| Period | Current fiscal year | Next fiscal year |
|---|---|---|
| 90 days ago | $0.42 | $0.60 |
| 7 days ago | $0.12 | $0.95 |
| Now | $0.12 | $0.95 |
Earnings against estimates
| Quarter to | Estimate | Actual | Surprise |
|---|---|---|---|
| Jun 2026 | $0.13 | $0.56 | +321.1% |
Adjusted EPS as companies report it, against the average analyst estimate.
Positioning
- Short interest
- 5.5% of tradable shares
- Days to cover
- 4.59 at average volume
- Short interest, 1 month
- +48% to October 15, 2026
- Held by institutions
- 88% of shares
- Held by insiders
- 20.4% of shares
- Employees
- 28 full time
Share-price performance
Market data may be delayedPrice behaviour
- 52-week range
- Not enough history
- From 52-week high
- —
- vs 50-day average
- −14.6%
- vs 200-day average
- —
- Volatility (1 year)
- —
- Beta vs S&P 500
- —
Share price after results
- Next day
- 1 up, 1 down typical move ±2.6%
- After a week
- 2 up, 0 down typical move ±3.2%
- After a month
- 2 up, 0 down typical move ±4.8%
| Results released | Next day | S&P 500 next day | 5 days | 21 days |
|---|---|---|---|---|
| August 11, 2026 | +0.6% | −0.1% | +6.1% | +4.6% |
| June 24, 2026 | −4.7% | +0.1% | +0.4% | +4.9% |
Fundamentals
Who owns it
Funds buying and selling- Reported value
- $370M
- Institutions reporting
- 74
- Positions opened / closed
- 70 / 0
| Manager | Value | Shares | Share of 13F value | Shares QoQ |
|---|---|---|---|---|
| First Manhattan Co. Llc. | $69.2M | 3.3M | 18.7% | — |
| Price T Rowe Associates Inc | $43.2M | 2.0M | 11.7% | — |
| Encompass Capital Advisors LLC | $39.5M | 1.9M | 10.7% | — |
| Horizon Kinetics Asset Management LLC | $35.8M | 1.7M | 9.7% | — |
| Merewether Investment Management, LP | $18.6M | 873K | 5.0% | — |
| CIBC Bancorp Usa Inc. | $15.4M | 726K | 4.2% | — |
| Eagle Global Advisors LLC | $14.9M | 700K | 4.0% | — |
| Blackrock, Inc. | $12.9M | 606K | 3.5% | — |
| Citadel Advisors LLC | $11.7M | 549K | 3.2% | — |
| Yaupon Capital Management LP | $11.4M | 536K | 3.1% | — |
| Schwartz Investment Counsel Inc | $10.4M | 488K | 2.8% | — |
| Cushing Asset Management, LP Dba Nxg Investment Management | $10M | 470K | 2.7% | — |
From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Eaglerock Land, LLC's complete shareholder register. Values are as reported by the filers .
Insider trading activity
Full insider history and chart Insider purchases History → $10.5M 5 trades by 5 insiders, last 12 months Insider sales History → $0 0 trades by 0 insiders
Net ▲ $10.5M net buying
| Insider | Date | Trade | Shares | Price | Value |
|---|---|---|---|---|---|
| Lott Jeff Slaughter Director | May 15, 2026 | Buy | 250,000 | $18.50 | $4.6M |
| Kumar Raj Director | May 15, 2026 | Buy | 5,405 | $18.50 | $99,992 |
| Reed Stephanie L Director | May 15, 2026 | Buy | 13,513 | $18.50 | $249,990 |
| Wallace Michael Wayne Director | May 15, 2026 | Buy | 250,000 | $18.50 | $4.6M |
| Nelson James Carl Director | May 15, 2026 | Buy | 50,000 | $18.50 | $925,000 |
From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.
Earnings dates and SEC filings
Results announcements
- August 11, 2026
- June 24, 2026
Recent SEC filings
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- 8-K Current report
- 8-K Current report
Data status
| Data | Last updated | Source |
|---|---|---|
| Share price | Exchange closing prices | |
| News and updates | Company releases and SEC 8-K filings | |
| Analyst estimates | Aggregated analyst estimates | |
| Valuation and scores | Our models, from the filed figures |
Eaglerock Land, LLC in brief
- What does Eaglerock Land, LLC do?
- Eaglerock Land, LLC is a US-listed company in the oil & gas storage & transportation industry. Its financial year ends in December.
- What is Eaglerock Land, LLC's stock ticker?
- Eaglerock Land, LLC trades under the ticker EROK on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
- Who are Eaglerock Land, LLC's largest institutional shareholders?
- By value reported in 13F filings for June 30, 2026, the largest reported holders are First Manhattan Co. Llc., Price T Rowe Associates Inc and Encompass Capital Advisors LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
- Are insiders buying or selling Eaglerock Land, LLC stock?
- Over the last 12 months, Eaglerock Land, LLC's directors and officers reported 5 open-market purchases and 0 sales on Form 4. The insider trading page charts every trade.
- When is Eaglerock Land, LLC's next earnings date?
- Around November 3, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Eaglerock Land, LLC announces its own schedule.
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