SM Energy Co (SM)

Sector:
ENERGY
Industry:
OIL & GAS PRODUCTION
SIC:
CRUDE PETROLEUM & NATURAL GAS
CEO:
Herbert S. Vogel
Employees:
540
1775 SHERMAN STREET, SUITE 1200, DENVER, CO 80203
303-861-8140

SM Energy Company was founded in 1908 and is headquartered in Denver, Colorado. As of February 24, 2022, it had 492.0 million barrels of oil equivalent of estimated proved reserves. The company was formerly known as St. Mary Land & Exploration Company and changed its name to SM Energy in May 2010.

Data derived from most recent annual or quarterly report
Market Cap 3.44 Billion Shares Outstanding121.932 Million Avg 30-day Volume 1.58 Million
P/E Ratio2.7153 Dividend Yield1.1066 EPS10.32
Price to Revenue1.1151 Debt to Equity0.487 EBITDA2.365 Billion
Price to Book Value1.0608 Operating Margin56.952400000000004 Enterprise Value4.521 Billion
Current Ratio1.343 EPS Growth2.551 Quick Ratio1.182
1 Yr BETA 1.2834 52-week High/Low 54.26 / 24.53 Profit Margin41.0672
Operating Cash Flow Growth20.0329 Altman Z-Score2.6855 Free Cash Flow to Firm 740.811 Million
Earnings Report2023-08-03
View SEC Filings from SM instead.

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SM Energy Co YCharts
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SEC Web Site SEC DEF 14A Filings

Funds Holding SM (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding SM

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Recent Filings

Financial Reporting

Ownership

  • 4: filed on 2023-05-08 by PURSELL A WADE
  • 4: filed on 2023-03-16 by VOGEL HERBERT S
  • 4: filed on 2023-03-10 by VOGEL HERBERT S
  • 4: filed on 2023-03-08 by VOGEL HERBERT S
  • 4: filed on 2023-01-31 by LEBECK JAMES BARKER
  • 3: filed on 2023-01-30 by LEBECK JAMES BARKER
  • 5: filed on 2023-01-12 by PURSELL A WADE
  • 5: filed on 2023-01-12 by VOGEL HERBERT S
  • 4: filed on 2022-11-22 by Quintana Julio M
  • 4: filed on 2022-09-12 by LYTLE PATRICK A

    • Events (8k)

  • 8-K: filed on 2023-05-30:
    Item 5.03: Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year
    Item 5.07: Submission of Matters to a Vote of Security Holders
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-02-22:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-12-30:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-12-21:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-11-03:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-10-17:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-09-07:
    Item 7.01: Regulation FD Disclosure
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-08-03:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-06-23:
    Item 7.01: Regulation FD Disclosure
  • 8-K: filed on 2022-06-17:
    Item 1.02: Termination of a Material Definitive Agreement

    • Proposed Sales (Form 144)

    Proxy

    Prospectus

    All

    Open Market Buys/Sells Last 60 Days

    Open Market Buys (P)

    none

    Open Market Sells (S)

    none

    Exercise Derivative Conversion (M)

    none

    Current/Former Insiders

    Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

    PURSELL A WADE EVP & CFO

    • Officer
    		 351,974 2023-05-05 5

    VOGEL HERBERT S PRESIDENT & CEO

    • Officer
    • Director
    		 406,063 2023-03-15 7

    LEBECK JAMES BARKER SVP & GENERAL COUNSEL

    • Officer
    		 14,698 2023-01-27 2

    QUINTANA JULIO M

    • Director
    		 121,944 2022-10-21 2

    COPELAND DAVID W EVP & GENERAL COUNSEL

    • Officer
    		 228,543 2022-09-09 4

    LYTLE PATRICK A VP - CHIEF ACCOUNTING OFFICER

    • Officer
    		 12,463 2022-09-09 4

    NEWTON LEHMAN E III SVP - OPERATIONS

    • Officer
    		 158,551 2022-09-01 3

    WHITCOMB DAVID J. VP - MARKETING

    • Officer
    		 60,861 2022-09-01 3

    KNOTT KENNETH J. SVP - BUS DEV & LAND

    • Officer
    		 118,441 2022-09-01 3

    LUTEY MARY ELLEN SVP - EXPL., DEVELOPMENT & EHS

    • Officer
    		 156,321 2022-09-01 3

    PERU RAMIRO G

    • Director
    		 82,814 2022-06-14 1

    SULLIVAN WILLIAM D

    • Director
    		 144,345 2022-06-14 1

    ROBESON ROSE M

    • Director
    		 62,990 2022-06-14 1

    BRAND STEPHEN R

    • Director
    		 92,950 2022-06-14 1

    POWERS ANITA M.

    • Director
    		 8,147 2022-06-14 1

    BAILO CARLA JEAN

    • Director
    		 88,457 2022-06-14 1

    OTTOSON JAVAN D PRESIDENT & CEO

    • Officer
    • Director
    		 376,560 2020-07-01 0

    BICKLE LARRY W

    • Director
    		 206,067 2020-06-09 0

    LEIKER LOREN M

    • Director
    		 105,261 2020-06-09 0

    SOLOMON MARK T VP, CONTROLLER & ASST. SEC.

    • Officer
    		 0 2018-07-30 0

    MUELLER MARK D SR. VP & REGIONAL MANAGER

    • Officer
    		 0 2016-08-29 0

    LEYENDECKER GREGORY T SR. VP & REGIONAL MANAGER

    • Officer
    		 49,413 2015-07-01 0

    GARDINER WILLIAM J

    • Director
    		 61,097 2015-05-20 0

    SEIDL JOHN M

    • Director
    		 3,010 2015-03-02 0

    BEST ANTHONY JAMES CHIEF EXECUTIVE OFFICER

    • Officer
    • Director
    		 0 2014-08-11 0

    ZUBIETA DENNIS A. VP-ENGINEERING, EVAL & A&D

    • Officer
    		 0 2014-08-11 0

    BAUMANN BARBARA M

    • Director
    		 39,674 2013-08-02 0

    VEATCH PAUL M SR. VP & REGIONAL MANAGER

    • Officer
    		 22,936 2012-08-01 0

    PUGH STEPHEN C SR. VP & REGIONAL MANAGER

    • Officer
    		 10,936 2011-08-01 0

    MONARK JOHN R VP - HUMAN RESOURCES

    • Officer
    		 2,758 2010-12-31 0

    PHARO MILAM RANDOLPH SR. VP & GENERAL COUNSEL

    • Officer
    		 35,166 2010-12-15 0

    WILKENING GARRY A VP-HR & ADMINISTRATION

    • Officer
    		 No longer subject to file 2008-06-30 0

    HERTZLER JEROLD M VP- BUSINESS DEVELOPMENT

    • Officer
    		 No longer subject to file 2008-06-30 0

    HELLERSTEIN MARK A CEO & PRESIDENT

    • Officer
    • Director
    		 72,555 2008-06-02 0

    HONEYFIELD DAVID W SR. VP-CFO & SECRETARY

    • Officer
    		 13,353 2008-03-17 0

    NANCE ROBERT L

    • FORMER SR. VP
    		 No longer subject to file 2007-11-13 0

    HART WILLIAM D VP-GENERAL MANAGER-ARKLATEX

    • Officer
    		 13,878 2007-05-15 0

    SCHUYLER JERRY R SR. VP AND REGIONAL MANAGER

    • Officer
    		 1,871 2006-12-31 0

    CONGDON THOMAS E

    • Director
    		 33,113 2006-05-18 0

    HANLEY ROBERT T VICE PRESIDENT

    • Officer
    		 130,019 2006-04-19 0

    Insider Transactions Last 60 Days

    Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
    Disposed    		 Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

    PURSELL A WADE - Officer EVP & CFO

    		2023-05-08 16:30:01 -0400 2023-05-05 G 5,000 d 351,974 direct -0.5747 -1.6092 1.6858 5 -1.6092 6

    * -

    Transaction Code Definitions
    Code Definition
    A Grant, award or other acquisition pursuant to Rule 16b-3(d)
    C Conversion of derivative security
    D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
    E Expiration of short derivative position
    F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
    G Bona fide gift
    H Expiration (or cancellation) of long derivative position with value received
    I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
    J Other acquisition or disposition
    L Small acquisition under Rule 16a-6
    M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
    O Exercise of out-of-the-money derivative security
    P Open market or private purchase of non-derivative or derivative security
    S Open market or private sale of non-derivative or derivative security
    U Disposition pursuant to a tender of shares in a change of control transaction
    W Acquisition or disposition by will or the laws of descent and distribution
    X Exercise of in-the-money or at-the-money derivative security
    Z Deposit into or withdrawal from voting trust

    IBR Securities Loan Availability

    Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

    Security Date/Time Rebate Rate Fee Rate Shares Available
    SM ENERGY CO SM 2023-06-05 22:15:04 UTC 4.6519 0.4081 6300000
    SM ENERGY CO SM 2023-06-05 21:45:04 UTC 4.6519 0.4081 6300000
    SM ENERGY CO SM 2023-06-05 21:15:04 UTC 4.6519 0.4081 6300000
    SM ENERGY CO SM 2023-06-05 20:45:04 UTC 4.6519 0.4081 6300000
    SM ENERGY CO SM 2023-06-05 20:15:05 UTC 4.6519 0.4081 6300000
    SM ENERGY CO SM 2023-06-05 19:45:04 UTC 4.6519 0.4081 6300000
    SM ENERGY CO SM 2023-06-05 19:15:04 UTC 4.6519 0.4081 6300000
    SM ENERGY CO SM 2023-06-05 18:45:03 UTC 4.6519 0.4081 6300000
    SM ENERGY CO SM 2023-06-05 18:15:04 UTC 4.6519 0.4081 6300000
    SM ENERGY CO SM 2023-06-05 17:45:03 UTC 4.6519 0.4081 6300000
    SM ENERGY CO SM 2023-06-05 17:15:03 UTC 4.6519 0.4081 6300000
    SM ENERGY CO SM 2023-06-05 16:45:03 UTC 4.6519 0.4081 6300000
    SM ENERGY CO SM 2023-06-05 16:15:04 UTC 4.6519 0.4081 6200000
    SM ENERGY CO SM 2023-06-05 15:45:04 UTC 4.6519 0.4081 6200000
    SM ENERGY CO SM 2023-06-05 15:15:04 UTC 4.6519 0.4081 6200000
    SM ENERGY CO SM 2023-06-05 14:45:04 UTC 4.6519 0.4081 6200000
    SM ENERGY CO SM 2023-06-05 14:15:04 UTC 4.6519 0.4081 6200000
    SM ENERGY CO SM 2023-06-05 13:45:04 UTC 4.6519 0.4081 6200000
    SM ENERGY CO SM 2023-06-05 13:15:04 UTC 4.6519 0.4081 6300000
    SM ENERGY CO SM 2023-06-05 12:45:03 UTC 4.6519 0.4081 6300000

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin
    FundVantage Trust- Gotham Hedged Plus Fund SM -1810.0 shares, $-63042.3 2022-12-30 N-PORT
    Series Portfolios Trust- Weiss Alternative Multi-Strategy Fund SM -1418.0 shares, $-46609.66 2023-01-31 N-PORT

    No recent transactions

    *** To see all congressional transactions (since 2022) for this stock, please use the congressional transaction search page***

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