Stock Fundamentals

Company Information

Company Name
SM Energy Co
Sector
Energy
Industry
Oil & Gas E&P
Exchange
NYSE
ISIN: US78454L1008
CIK: 0000893538
CUSIP: 865580104
Currency: USD
Full Time Employees: 1,241
Phone: 303 861 8140
Fiscal Year End: December
IPO Date: Dec 16, 1992
Description:

SM Energy Company, an independent energy company, engages in the acquisition, exploration, development, and production of oil, gas, and natural gas liquids in the United States. The company holds working interests in oil and gas producing wells in the Midland Basin, South Texas, Uinta Basin, and DJ Basin. The company was formerly known as St. Mary Land & Exploration Company and changed its name to SM Energy Company in May 2010. SM Energy Company was founded in 1908 and is headquartered in Denver, Colorado.

Address:

1700 Lincoln Street, Denver, CO, United States, 80203

Directors & Officers

Name Title Year Born
Ms. Elizabeth Anne McDonald President, CEO & Director 1979
Mr. A. Wade Pursell Executive VP & CFO 1965
Mr. James B. Lebeck Executive VP, Chief Corporate Development Officer, General Counsel & Corporate Secretary 1981
Mr. Blake D. Mckenna Executive VP & COO 1987
Mr. Alan D. Bennett VP, Controller & Principal Accounting Officer 1984
Ms. Megan P. Hays Vice President of Investor Relations NA
Ms. Julie T. Gray Vice President of Marketing 1963
Mr. Jason S. Sands Vice President of Human Resources NA
Mr. Patrick Allen Lytle Senior Vice President of Finance 1982
Mr. Richard A. Jenkins Senior Vice President of Utah Business Unit 1986

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
May 06, 2025 Herbert S Vogel N/A Purchase 1.00K $21.32 $21.32K

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 38.43M Mar 31, 2026 16.03% $0.02 19.86%
Canada Pension Plan Investment Board 14.49M Mar 31, 2026 6.05% $0.29 0.55%
Vanguard Group Inc 13.52M Dec 31, 2025 5.64% $0.00 -2.43%
State Street Corp 12.50M Mar 31, 2026 5.21% $0.01 5.79%
Aristeia Capital, LLC 10.84M Mar 31, 2026 4.52% $7.01 72.83%
Dimensional Fund Advisors, Inc. 10.00M Mar 31, 2026 4.17% $0.06 -4.75%
American Century Companies Inc 8.92M Mar 31, 2026 3.72% $0.14 3.51%
Donald Smith & Co Inc 7.21M Mar 31, 2026 3.01% $4.04 10.84%
Geode Capital Management, LLC 5.70M Mar 31, 2026 2.38% $0.01 7.51%
Millennium Management LLC 5.03M Mar 31, 2026 2.10% $0.07 -40.44%
JPMorgan Chase & Co 4.05M Mar 31, 2026 1.69% $0.01 19.58%
FMR Inc 4.02M Mar 31, 2026 1.68% $0.01 167.31%
Morgan Stanley - Brokerage Accounts 3.51M Mar 31, 2026 1.46% $0.01 8.50%
Delaware Management Holdings Inc 2.94M Mar 31, 2026 1.23% $0.16 1.53%
Charles Schwab Investment Management Inc 2.90M Mar 31, 2026 1.21% $0.01 17.66%
Wellington Management Company LLP 2.75M Mar 31, 2026 1.15% $0.02 1,779.47%
Mackenzie Investments 2.68M Mar 31, 2026 1.12% $0.10 20,412.92%
Northern Trust Corp 2.65M Mar 31, 2026 1.11% $0.01 11.97%
The Goldman Sachs Group Inc 2.41M Mar 31, 2026 1.00% $0.01 88.42%
Nuveen, LLC 2.36M Mar 31, 2026 0.98% $0.02 105.70%

Shares Statistics

Shares Outstanding: 239.75M
Shares Float: 237.51M
% Insiders: 93.00%
% Institutions: 9,701.00%
Short % Float: 6.16%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Small-Cap ETF 13.79M 5.75% ▲ 0.02% Apr 30, 2026
2 Avantis US Small Cap Value ETF 7.83M 3.26% ▲ 0.00% Apr 30, 2026
3 Vanguard Total Stock Mkt Idx Inv 7.60M 3.17% ▲ 0.26% Apr 30, 2026
4 Donald Smith & Co. All Eq Accounts Comp 7.14M 2.98% ▲ 10.82% Mar 31, 2026
5 iShares Russell 2000 ETF 5.88M 2.45% ▲ 0.85% Apr 30, 2026
6 Vanguard Small Cap Index 5.49M 2.29% ▼ 0.18% Apr 30, 2026
7 Vanguard Small Cap Value Index Inv 3.53M 1.47% ▲ 0.74% Apr 30, 2026
8 SttStrtSPDRS&POil&GasExplor&ProdtnETF 3.32M 1.38% ▲ 2.57% Apr 30, 2026
9 Vanguard Institutional Extnd Mkt Idx Tr 2.56M 1.07% ▲ 1.17% Apr 30, 2026
10 Fidelity Small Cap Index 2.44M 1.02% ▲ 1.11% Feb 28, 2026

Valuation Metrics

Enterprise Value: $15.75B
Trailing P/E: 14.47
Forward P/E: 4.84

Financial Highlights

Market Cap: $8.22B
EBITDA: $2.03B
P/E Ratio: $14.47
PEG Ratio: $0.61
Book Value: $41.96
Dividend/Share: $0.82
Dividend Yield: 2.49%
Earnings/Share: $2.37
Profit Margin: 3.62%
Operating Margin: -4.72%
ROA (TTM): 2.94%
ROE (TTM): 2.32%
Revenue (TTM): $3.62B
Revenue/Share (TTM): $26.60
Earnings Growth (YOY): -42.30%
Revenue Growth (YOY): 73.00%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 0.69x 0.48x 0.48x 4.75x 1.04x
2024-12-31 0.55x 0.66x 0.51x 7.65x 1.46x
2023-12-31 1.45x 0.44x 0.43x 10.77x 0.94x
2022-12-31 1.23x 0.51x 0.46x 13.12x 0.75x
2021-12-31 0.69x 1.01x 0.61x 1.30x 2.13x
2020-12-31 0.35x 1.10x 0.59x -6.52x -284.46x
2019-12-31 0.54x 1.00x 0.56x -0.44x 3.66x
2018-12-31 0.92x 0.91x 0.54x 5.20x 1.80x
2017-12-31 0.98x 1.29x 0.61x -0.91x 7.85x
2016-12-31 0.54x 1.21x 0.61x -6.66x -11.93x
2015-12-31 1.72x 1.36x 0.67x -4.52x 7.72x
2014-12-31 0.95x 1.07x 0.65x 11.83x 1.26x
2013-12-31 1.01x 1.03x 0.66x 4.10x 1.39x
2012-12-31 0.63x 0.27x 0.66x -0.31x 0.55x
2011-12-31 0.92x 0.22x 0.61x 8.38x 0.37x
2010-12-31 0.55x 0.33x 0.56x 14.00x 0.60x
2009-12-31 0.70x 0.47x 0.59x -4.53x 2.62x
2008-12-31 1.05x 0.52x 0.58x 8.44x 1.21x
2007-12-31 0.74x 0.66x 0.66x 16.05x 1.05x
2006-12-31 1.11x 0.59x 0.61x 35.47x 0.94x
2005-12-31 1.02x 0.18x 0.55x 29.95x 0.26x
2004-12-31 1.10x 0.28x 0.49x N/A 0.56x
2003-12-31 1.03x 0.28x 0.47x N/A 0.47x
2002-12-31 1.04x 0.38x 0.44x N/A 1.13x
2001-12-31 1.89x 0.22x 0.34x N/A 0.57x
2000-12-31 2.74x 0.09x 0.22x N/A 0.17x
1999-12-31 1.52x 0.00x 0.18x N/A 0.00x
1998-12-31 1.57x 0.00x 0.27x N/A 0.00x
1997-12-31 1.43x 0.00x 0.30x N/A 0.00x
1996-12-31 1.76x 0.00x 0.48x N/A 0.00x
1995-12-31 1.40x 0.00x 0.31x N/A 0.00x
1994-12-31 1.99x 0.00x 0.26x N/A 0.00x
1993-12-31 3.05x 0.03x 0.22x N/A 0.13x
1992-12-31 4.75x 0.02x 0.19x N/A 0.04x
1991-12-31 2.68x 0.07x 0.42x N/A 0.18x
1990-12-31 2.68x 0.00x 0.32x N/A 0.00x

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