Tamboran Resources Corp. (TBN)
NYSE · Crude Petroleum & Natural Gas · Mining · CIK 1997652 · fiscal year ends in Jun
Closing price $31.29 on 29 Oct 2026; 52-week range $22.60 to $49.99.
Key figures
The last twelve months reported, with the latest price and balance sheet.
- Revenue, last twelve months
- $0
- Net income, last twelve months
- -$26.1M
- Free cash flow
- -$35.0M
- Return on equity
- -3.3%
- Market value
- $1.1B
- Cash
- $219.1M
- Debt
- $59.0M
- Debt to equity
- 0.07
- Shares outstanding
- 34.9M
Financial statements
Revenue, profit and cash flow by fiscal year, each year linked to its annual report.
| Fiscal year | Year end | Revenue | Operating income | Net income | EPS | Free cash flow | Filing |
|---|---|---|---|---|---|---|---|
| FY2026 | 30 Jun 2026 | $0 | -$32.7M | -$26.1M | -$1.16 | -$35.0M | 10-K filed 25 Sep 2026 |
| FY2025 | 30 Jun 2025 | $0 | -$39.3M | -$36.9M | -$2.52 | -$29.9M | 10-K filed 25 Sep 2025 |
| FY2024 | 30 Jun 2024 | $0 | -$20.5M | -$21.9M | -$2.32 | -$11.4M | 10-K filed 25 Sep 2025 |
By quarter
| Quarter | Quarter end | Revenue | Net income | EPS |
|---|---|---|---|---|
| Q4 FY2026 | 30 Jun 2026 | $0 | -$1.9M | $0.06 |
| Q3 FY2026 | 31 Mar 2026 | $0 | -$9.4M | -$0.42 |
| Q2 FY2026 | 31 Dec 2025 | $0 | -$6.6M | -$0.33 |
| Q1 FY2026 | 30 Sep 2025 | $0 | -$8.2M | -$0.47 |
| Q4 FY2025 | 30 Jun 2025 | $0 | -$10.2M | -$0.66 |
| Q3 FY2025 | 31 Mar 2025 | $0 | -$6.7M | -$0.46 |
| Q2 FY2025 | 31 Dec 2024 | $0 | -$14.2M | -$0.99 |
| Q1 FY2025 | 30 Sep 2024 | $0 | -$5.9M | -$0.42 |
Company events
The newest 8-K filings of 42 held.
| Filed | Form | Event | Items |
|---|---|---|---|
| 19 Oct 2026 | 8-K | Leadership change, Investor update | 5.02, 7.01, 9.01 |
| 25 Sep 2026 | 8-K | Results | 2.02, 9.01 |
| 31 Aug 2026 | 8-K | Investor update | 7.01, 9.01 |
| 28 May 2026 | 8-K | Deal completed, Share sale, Investor update, Other events | 2.01, 3.02, 7.01, 8.01, 9.01 |
| 13 May 2026 | 8-K | Results | 2.02, 9.01 |
| 4 May 2026 | 8-K | Share sale | 3.02, 9.01 |
| 15 Apr 2026 | 8-K | Other events | 8.01, 9.01 |
| 14 Apr 2026 | 8-K | Share sale, Other events | 3.02, 8.01, 9.01 |
| 9 Apr 2026 | 8-K | Other events | 8.01, 9.01 |
| 6 Apr 2026 | 8-K | Material agreement | 1.01, 9.01 |
| 3 Apr 2026 | 8-K | Other events | 8.01, 9.01 |
| 20 Mar 2026 | 8-K | Material agreement | 1.01, 9.01 |
Every filing
The newest filings with the SEC of 106 held.
| Filed | Form | Period |
|---|---|---|
| 20 Oct 2026 | PRER14A | – |
| 19 Oct 2026 | PRE 14A | 15 Oct 2026 |
| 19 Oct 2026 | 8-K | 19 Oct 2026 |
| 25 Sep 2026 | 10-K | 30 Jun 2026 |
| 25 Sep 2026 | 8-K | 25 Sep 2026 |
| 31 Aug 2026 | 8-K | 31 Aug 2026 |
| 7 Aug 2026 | 8-K/A | 28 May 2026 |
| 8 Jun 2026 | S-8 | – |
| 28 May 2026 | 8-K | 28 May 2026 |
| 13 May 2026 | 10-Q | 31 Mar 2026 |
| 13 May 2026 | 8-K | 13 May 2026 |
| 4 May 2026 | 8-K | 1 May 2026 |
Insider trades
Form 4 trades by officers, directors and 10% owners, last 12 months.
| Traded | Insider | Type | Shares | Price | Value | Held after | Form 4 |
|---|---|---|---|---|---|---|---|
| 13 Apr 2026 | Pace Phillip Z, Director | Purchase | 10,000 | $36.99 | $369.9K | 35,809 | 15 Apr 2026 |
| 8 Apr 2026 | Sheffield Scott D, Director | Purchase | 6,990 | $36.02 | $251.8K | 292,430 | 10 Apr 2026 |
| 21 Nov 2025 | Pace Phillip Z, Director | Purchase | 2,000 | $23.50 | $47.0K | 2,000 | 25 Nov 2025 |
Large holders
Schedule 13D and 13G filings by holders of more than 5% of the voting shares.
| Filed | Holder | Schedule | Stake | Shares |
|---|---|---|---|---|
| 29 Sep 2026 | Bryan Sheffield | 13D amended | 10.4% | 3.6M |
| 13 Aug 2026 | Liberty Energy Services LLC (f/k/a Liberty Oilfield Services LLC) | 13G amended | 3.8% | 1.3M |
| 13 Aug 2026 | HITE Hedge Asset Management LLC | 13G | 8.27% | 2.9M |
| 14 May 2026 | HITE Hedge Asset Management LLC | 13G | 8.1% | 2.1M |
| 16 Apr 2026 | Bryan Sheffield | 13D amended | 11.9% | 3.3M |
| 13 Feb 2026 | Bryan Sheffield | 13D amended | 14.4% | 3.3M |
| 12 Feb 2026 | HITE Hedge Asset Management LLC | 13G | 9% | 2.0M |
| 7 Jan 2026 | Helmerich & Payne, Inc. | 13G amended | 4.97% | 1.0M |
| 17 Nov 2025 | Bryan Sheffield | 13D amended | 15.9% | 3.3M |
| 13 Nov 2025 | HITE Hedge Asset Management LLC | 13G | 8.63% | 1.7M |
Short interest
Shares sold short and not yet bought back, on each FINRA settlement date.
| Settlement | Shares short | Change | Days to cover |
|---|---|---|---|
| 15 Oct 2026 | 385.3K | -14.81% | 2.59 |
| 30 Sep 2026 | 452.3K | +23.98% | 3.36 |
| 15 Sep 2026 | 364.8K | -29.93% | 1.91 |
| 31 Aug 2026 | 520.6K | -4.18% | 4.64 |
| 14 Aug 2026 | 543.3K | -48.97% | 6.06 |
| 31 Jul 2026 | 1.1M | +14.31% | 7.3 |
| 15 Jul 2026 | 931.5K | -23.59% | 7.24 |
| 30 Jun 2026 | 1.2M | +8.88% | 4.19 |
Funds that hold it
From each fund's latest Form 13F.
106 funds held it at 30 Jun 2026: 78 added and 7 trimmed in the quarter. The largest:
| Fund | Shares | Value | Change in the quarter |
|---|---|---|---|
| HITE Hedge Asset Management LLC | 2,881,804 | $93.7M | +805,489 |
| Gilder Gagnon Howe & Co. LLC | 1,091,386 | $35.5M | +250,323 |
| Alberta Investment Management Corp | 858,680 | $27.9M | 0 |
| Cinctive Capital Management LP | 655,326 | $21.3M | +553,315 |
| Yaupon Capital Management LP | 623,534 | $20.3M | +88,360 |
| Reaves W H & Co. Inc. | 615,001 | $20.0M | +445,001 |
| Ingalls & Snyder LLC | 504,497 | $16.4M | +164,935 |
| HighTower Advisors, LLC | 456,751 | $14.8M | +409,218 |
| Ancient Art, L.P. | 437,142 | $14.2M | 0 |
| UBS Group AG | 433,958 | $14.1M | -33,941 |
Peers
Companies in the same industry.
- Shell plc (SHEL): revenue $266.9B, market value $306.3B
- TotalEnergies SE (TTE): revenue $201.2B, market value $207.5B
- Petróleo Brasileiro S.A. (Petrobras) (PBR): revenue $89.2B, market value $141.1B
- Canadian Natural Resources Limited (CNQ): revenue $27.8B, market value $114.7B
- Eni S.p.A. (E): revenue $92.9B, market value $88.9B
- EOG Resources Inc. (EOG): revenue $27.0B, market value $85.1B
- Occidental Petroleum Corp. (OXY): revenue –, market value $63.0B
- Diamondback Energy, Inc. (FANG): revenue $17.1B, market value $57.9B
- Devon Energy Corp. (DVN): revenue $19.7B, market value $56.3B
- Woodside Energy Group Ltd. (WDS): revenue $13.0B, market value $44.1B