SM

SM Energy Co

SM.US sm-energy.com
38.10
-0.08 (-0.21%)
USD · NYSE
52-week range
17.03
38.88
Trading at 96% of the 52-week range
Market Cap
9.06B
P/E Ratio
6.76
Forward P/E
5.39
Book Value
32.90
Div. Yield
2.15%
% Institutions
99.58%
% Insiders
0.927%

1 Year

+46.0%

3 Year

+0.1%

10 Year

+29.6%
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.

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

People

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

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 38.43M Mar 31, 2026 16.16% $0.02 19.86%
Vanguard Portfolio Management, LLC 15.23M Mar 31, 2026 6.41% $0.02 0.00%
Canada Pension Plan Investment Board 14.49M Jun 30, 2026 6.09% $0.21 0.00%
Aristeia Capital, LLC 13.00M Jun 30, 2026 5.47% $4.41 19.91%
State Street Corp 12.50M Mar 31, 2026 5.25% $0.01 5.79%
Vanguard Capital Management, LLC 10.54M Mar 31, 2026 4.43% $0.01 0.00%
American Century Companies Inc 8.94M Jun 30, 2026 3.76% $0.10 0.14%
Dimensional Fund Advisors, Inc. 8.17M Jun 30, 2026 3.44% $0.04 -18.22%
Donald Smith & Co Inc 7.65M Jun 30, 2026 3.22% $3.53 6.09%
Geode Capital Management, LLC 5.70M Mar 31, 2026 2.40% $0.01 7.51%
Millennium Management LLC 4.49M Jun 30, 2026 1.89% $0.04 -10.72%
JPMorgan Chase & Co 4.05M Mar 31, 2026 1.70% $0.01 19.58%
FMR Inc 4.02M Mar 31, 2026 1.69% $0.01 167.31%
Morgan Stanley - Brokerage Accounts 3.51M Mar 31, 2026 1.48% $0.01 8.50%
Delaware Management Holdings Inc 2.94M Mar 31, 2026 1.24% $0.16 1.53%
Charles Schwab Investment Management Inc 2.90M Mar 31, 2026 1.22% $0.01 17.66%
Mackenzie Investments 2.68M Mar 31, 2026 1.13% $0.10 20,412.92%
Northern Trust Corp 2.65M Mar 31, 2026 1.12% $0.01 11.97%
The Goldman Sachs Group Inc 2.41M Mar 31, 2026 1.01% $0.01 88.42%
Nuveen, LLC 2.36M Mar 31, 2026 0.99% $0.02 105.70%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Small-Cap ETF 13.88M 5.84% ▼ 0.07% Aug 31, 2026
2 Avantis US Small Cap Value ETF 7.65M 3.22% ▲ 0.00% Aug 31, 2026
3 Vanguard MStar Total Stk Mkt Idx Invest 7.63M 3.21% ▲ 0.32% Jul 31, 2026
4 Donald Smith & Co. All Eq Accounts Comp 7.57M 3.18% ▲ 6.01% Jun 30, 2026
5 iShares Russell 2000 ETF 6.23M 2.62% ▼ 0.57% Aug 31, 2026
6 Vanguard Small Cap Index 5.51M 2.32% ▲ 0.22% Jul 31, 2026
7 Vanguard MStar Small Cap Value Index 3.50M 1.47% ▲ 0.27% Jul 31, 2026
8 SttStrtSPDRS&POil&GasExplor&ProdtnETF 2.70M 1.13% ▼ 0.47% Aug 31, 2026
9 Fidelity Small Cap Index 2.64M 1.11% ▲ 6.57% Jun 30, 2026
10 Vanguard Institutional Extnd Mkt Idx Tr 2.62M 1.10% ▲ 0.48% Jul 31, 2026

Financial Highlights

Market Cap: $9.06B
EBITDA: $3.20B
P/E Ratio: $6.76
PEG Ratio: $0.67
Book Value: $32.90
Dividend/Share: $0.82
Dividend Yield: 2.15%
Earnings/Share: $5.64
Profit Margin: 20.15%
Operating Margin: 60.32%
ROA (TTM): 6.90%
ROE (TTM): 16.13%
Revenue (TTM): $4.96B
Revenue/Share (TTM): $29.71
Earnings Growth (YOY): 153.90%
Revenue Growth (YOY): 176.10%

Valuation Metrics

Enterprise Value: $15.48B
Trailing P/E: 6.76
Forward P/E: 5.39

Shares Statistics

Shares Outstanding: 237.85M
Shares Float: 222.48M
% Insiders: 0.927%
% Institutions: 99.58%
Short % Float: 6.29%

Stock Price History

1 Year Price History

3 Years Price History

10 Years Price History

Financial Charts

Revenue, Net Income & Operating Cash Flow (Yearly)

Revenue, Net Income & Operating Cash Flow (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$3.15B
Cost of Goods Sold
adjust
$-2.15B
Gross Profit
subtotal
$1.01B
SG&A
adjust
$-161.00M
Other Operating Expense
adjust
$-22.00M
Operating Income
subtotal
$822.00M
Other / Non-Operating Items
adjust
$-174.00M
Net Income
subtotal
$648.00M

Earnings Per Share (EPS) History

Financial Ratios

📦 Raw API Data (JSON Explorer)

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