SM
SM Energy Co
$31.15
-0.42%
$7.5B
No data for this timeframe.
Vol
Market Cap$7.5B
Cap SizeMid Cap
Analyst ConsensusBuy (64%)
Inst. Holders50 funds
Inst. Value$4.6B
Inst. Activity47 buys / 3 sells
Insider Activity0B / 1S
Insider Net $-$834.3K
Reddit Sentiment50° Neutral
SEC Reports9
Recent Activity
Jun 11, 2026
short_volume
Short Volume: SM — 70.8% short (1.0M / 1.5M)
Short: 1,027,553 | Exempt: 1,679 | TRF Vol: 1,450,807 | Short Ratio: 70.8% | Off-exchange volume (da
May 22, 2026
SEC
SM Energy filed an 8-K reporting its annual shareholder meeting results and several executive compensation changes. The
8-K — Impact 3/10
May 21, 2026
Insider
PERU RAMIRO G sold 24,553 shares
Director @ $33.98 ($834.3K)
May 12, 2026
SEC
SM Energy redeemed all $400M of its 5.000% Senior Notes due 2026 on May 11, 2026, satisfying all remaining obligations u
8-K — Impact 3/10
Apr 30, 2026
SEC
SM Energy closed the sale of ~61,000 net acres in its southern Maverick Basin position (Webb County, TX) for $950M, rece
8-K — Impact 7/10
Mar 12, 2026
Insider
PURSELL A WADE gifted 7,500 shares
EVP & CFO
Feb 5, 2026
Insider
van Kempen Wouter T. surrendered for taxes 75,217 shares
Director @ $18.87 ($1.4M)
Inst.
BlackRock, Inc. — ADD
38,431,787 shares ($1.2B)
Price Targets
$40.79
+30.9% upside
Strong Buy
Current $31.15
Low $30.00
Median $39.00
High $61.00
14 analysts
$30.00
$61.00
Analyst Ratings
4Strong Buy
10Buy
8Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 27, 2026 | Mizuho | MAINTAIN | Outperform → Outperform |
| May 20, 2026 | Raymond James | UPGRADE | Underperform → Outperform |
| May 18, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
| May 12, 2026 | Truist Securities | MAINTAIN | Buy → Buy |
| May 11, 2026 | Susquehanna | MAINTAIN | Neutral → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $2.03 ▲ +6.6% | $1.40 — $3.14 | 35% YoY | 14 |
| Next Q | $2.12 ▲ +13.6% | $1.68 — $3.03 | 60% YoY | 13 |
| Current FY | $7.72 ▲ +13.6% | $6.25 — $10.30 | 43% YoY | 14 |
| Next FY | $7.87 ▲ +4.9% | $7.03 — $8.90 | 58% YoY | 9 |
Latest Reports
NEUTRAL
8-K
3/10
SM Energy filed an 8-K reporting its annual shareholder meeting results and several executive compensation changes. The
May 22, 2026
NEUTRAL
8-K
3/10
SM Energy redeemed all $400M of its 5.000% Senior Notes due 2026 on May 11, 2026, satisfying all remaining obligations u
May 12, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $1.2B | ADD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $475.0M | — |
| CANADA PENSION PLAN INVESTMENT | $451.9M | DOUBLED |
| STATE STREET CORP | $389.6M | ADD |
| VANGUARD CAPITAL MANAGEMENT LLC | $328.6M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 21, 2026 | PERU RAMIRO | SELL | $834.3K |
| Mar 12, 2026 | PURSELL A | G | $0.00 |
| Feb 5, 2026 | van Kempen | F | $1.4M |
| Dec 31, 2025 | PURSELL A | J | $2.9K |
Reddit Sentiment
50°▼
Neutral
Bearish
Neutral
Bullish
50 institutional holders with $4.6B total value (147,029,401 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, CANADA. Net buying activity: 47 institutions added/increased vs 3 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 38,431,787 | $1.2B | 26.1% | ADD +83.6% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 15,234,489 | $475.0M | 10.4% | — |
| 3 | CANADA PENSION PLAN INVESTMENT BOARD | 14,493,791 | $451.9M | 9.9% | DOUBLED +2296.1% |
| 4 | STATE STREET CORP | 12,495,962 | $389.6M | 8.5% | ADD +99.7% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 10,537,773 | $328.6M | 7.2% | — |
| 6 | DIMENSIONAL FUND ADVISORS LP | 9,995,353 | $311.7M | 6.8% | ADD +79.5% |
| 7 | FMR LLC | 4,018,416 | $125.3M | 2.7% | DOUBLED +1518.2% |
| 8 | MORGAN STANLEY | 3,511,681 | $109.5M | 2.4% | — |
| 9 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2,942,244 | $91.7M | 2.0% | — |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,899,774 | $90.4M | 2.0% | DOUBLED +111.0% |
| 11 | WELLINGTON MANAGEMENT GROUP LLP | 2,749,950 | $85.7M | 1.9% | DOUBLED +1779.5% |
| 12 | MACKENZIE FINANCIAL CORP | 2,676,731 | $83.5M | 1.8% | NEW |
| 13 | GOLDMAN SACHS GROUP INC | 2,408,516 | $75.1M | 1.6% | — |
| 14 | Nuveen, LLC | 2,360,486 | $73.6M | 1.6% | DOUBLED +183.3% |
| 15 | VANGUARD FIDUCIARY TRUST CO | 1,485,194 | $46.3M | 1.0% | — |
| 16 | FIRST TRUST ADVISORS LP | 1,290,485 | $40.2M | 0.9% | ADD +72.8% |
| 17 | BANK OF AMERICA CORP /DE/ | 1,261,194 | $39.3M | 0.9% | — |
| 18 | Gotham Asset Management, LLC | 1,228,384 | $38.3M | 0.8% | DOUBLED +11232.0% |
| 19 | Invesco Ltd. | 1,136,724 | $35.4M | 0.8% | ADD +49.1% |
| 20 | VICTORY CAPITAL MANAGEMENT INC | 1,126,394 | $35.1M | 0.8% | ADD +37.9% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 20,930,881 | 38,431,787 | +83.6% | $1.2B | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | 604,900 | 14,493,791 | +2296.1% | $451.9M | 2026-Q1 |
| STATE STREET CORP | ADD | 6,257,360 | 12,495,962 | +99.7% | $389.6M | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP | ADD | 5,568,602 | 9,995,353 | +79.5% | $311.7M | 2026-Q1 |
| FMR LLC | DOUBLED | 124,165 | 4,018,416 | +1518.2% | $125.3M | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 1,374,143 | 2,899,774 | +111.0% | $90.4M | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 146,315 | 2,749,950 | +1779.5% | $85.7M | 2026-Q1 |
| MACKENZIE FINANCIAL CORP | NEW | — | 2,676,731 | — | $83.5M | 2026-Q1 |
| Nuveen, LLC | DOUBLED | 833,167 | 2,360,486 | +183.3% | $73.6M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | ADD | 746,716 | 1,290,485 | +72.8% | $40.2M | 2026-Q1 |
| Gotham Asset Management, LLC | DOUBLED | 10,840 | 1,228,384 | +11232.0% | $38.3M | 2026-Q1 |
| Invesco Ltd. | ADD | 762,389 | 1,136,724 | +49.1% | $35.4M | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 816,893 | 1,126,394 | +37.9% | $35.1M | 2026-Q1 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | DOUBLED | 396,514 | 809,815 | +104.2% | $25.3M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | ADD | 542,523 | 772,243 | +42.3% | $24.3M | 2026-Q1 |
| RHUMBLINE ADVISERS | ADD | 377,853 | 735,782 | +94.7% | $22.9M | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC | NEW | — | 716,918 | — | $22.4M | 2026-Q1 |
| GLENMEDE TRUST CO NA | ADD | 449,851 | 597,420 | +32.8% | $18.6M | 2026-Q1 |
| Alyeska Investment Group, L.P. | NEAR_EXIT | 2,271,757 | 545,386 | -76.0% | $17.0M | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | ADD | 362,741 | 535,533 | +47.6% | $16.7M | 2026-Q1 |
| Legal & General Group Plc | ADD | 283,917 | 476,140 | +67.7% | $14.8M | 2026-Q1 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | DOUBLED | 204,526 | 475,818 | +132.6% | $14.8M | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. | ADD | 253,069 | 426,570 | +68.6% | $13.3M | 2026-Q1 |
| Russell Investments Group, Ltd. | ADD | 250,409 | 383,179 | +53.0% | $12.0M | 2026-Q1 |
| Baird Financial Group, Inc. | ADD | 305,063 | 383,177 | +25.6% | $11.9M | 2026-Q1 |
3 unique insiders with 4 transactions. Net insider value: -$834.3K ($0.00 bought, $834.3K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 21, 2026 | PERU RAMIRO G | Director | SELL | 24,553 | $33.98 | $834.3K |
| Mar 12, 2026 | PURSELL A WADE | EVP & CFO | GIFT | 7,500 | — | — |
| Feb 5, 2026 | van Kempen Wouter T. | Director | TAX W/H | 75,217 | $18.87 | $1.4M |
| Dec 31, 2025 | PURSELL A WADE | EVP & CFO | J | 184 | $15.96 | $2.9K |
9 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 7 neutral. Avg impact: 4.4/10.
NEUTRAL
8-K
3/10
SM Energy filed an 8-K reporting its annual shareholder meeting results and several executive compen
May 22, 2026
NEUTRAL
8-K
3/10
SM Energy redeemed all $400M of its 5.000% Senior Notes due 2026 on May 11, 2026, satisfying all rem
May 12, 2026
BULLISH
8-K
7/10
SM Energy closed the sale of ~61,000 net acres in its southern Maverick Basin position (Webb County,
Apr 30, 2026
NEUTRAL
8-K
3/10
SM Energy provided a preliminary update for Q1 2026, reporting realized oil prices of $73.69/bbl pre
Apr 21, 2026
NEUTRAL
DEFA14A
3/10
SM Energy filed a definitive additional materials proxy statement (DEFA14A) related to a shareholder
Apr 8, 2026
NEUTRAL
8-K
5/10
SM Energy announced the final results of its cash tender offer to purchase up to $1 billion of its 8
Apr 2, 2026
NEUTRAL
8-K
3/10
Analysis based on filing metadata only — document content was unavailable. The 8-K filing includes I
Mar 18, 2026
NEUTRAL
8-K
5/10
SM Energy Company priced a $1.0 billion private offering of 6.625% senior notes due 2034. The procee
Mar 5, 2026
BULLISH
8-K
8/10
SM Energy reported strong 2025 results with record production, operating cash flow, and adjusted EBI
Feb 25, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (64% buy). Based on 22 analysts: 4 strong buy, 10 buy, 8 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$40.79 mean target
+30.9% upside
Strong Buy (2.00)
$30.00 Low
$61.00 High
| Metric | Value |
|---|---|
| Current Price | $31.15 |
| Target Low | $30.00 |
| Target Mean | $40.79 |
| Target Median | $39.00 |
| Target High | $61.00 |
| # Analysts | 14 |
| Recommendation | Strong Buy (2.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$2.03 | $1.40 | $3.14 | 35.5% | +6.6% | 5↑ 4↓ | $2.1B | 160.2% | 14 |
| Next Q 2026-09-30 |
$2.12 | $1.68 | $3.03 | 59.5% | +13.6% | 5↑ 4↓ | $2.0B | 150.5% | 13 |
| Current FY 2026-12-31 |
$7.72 | $6.25 | $10.30 | 42.5% | +13.6% | 8↑ 2↓ | $7.5B | 136.5% | 14 |
| Next FY 2027-12-31 |
$7.87 | $7.03 | $8.90 | 57.8% | +4.9% | 5↑ 2↓ | $7.6B | 1.9% | 9 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $2.032 | |
| 7d ago | $2.019 | +0.014 |
| 30d ago | $1.907 | +0.125 |
| 60d ago | $1.519 | +0.513 |
| 90d ago | $0.731 | +1.301 |
11 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 27, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| May 20, 2026 | Raymond James | UPGRADE | Underperform | Outperform |
| May 18, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| May 12, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| May 11, 2026 | Susquehanna | MAINTAIN | Neutral | Neutral |
| Apr 21, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 8, 2026 | Roth Capital | DOWNGRADE | Buy | Neutral |
| Apr 2, 2026 | BMO Capital | MAINTAIN | Market Perform | Market Perform |
| Apr 2, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| Mar 24, 2026 | Truist Securities | INITIATE | Hold | Buy |
| Mar 19, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 17, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Feb 19, 2026 | Stephens & Co. | MAINTAIN | Overweight | Overweight |
| Jan 26, 2026 | Susquehanna | MAINTAIN | Neutral | Neutral |
| Jan 13, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 10 | 8 | 0 | 0 | 64% | |
| May 1, 2026 | 4 | 9 | 8 | 1 | 0 | 59% | |
| Apr 1, 2026 | 4 | 11 | 7 | 1 | 0 | 65% | |
| Mar 1, 2026 | 4 | 9 | 7 | 1 | 0 | 62% | |
| Feb 1, 2026 | 5 | 9 | 6 | 1 | 0 | 67% | |
| Jan 1, 2026 | 5 | 9 | 6 | 1 | 0 | 67% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
21 mentions
5 bullish
5 bearish
19 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 21, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 21, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 12, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 12, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 7, 2026 | 2 | 58° Warm | 1 | 0 | 2 |
| May 7, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 24, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 24, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 5, 2026 | 2 | 56° Neutral | 0 | 0 | 2 |
| Apr 5, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Mar 30, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 30, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 23, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 23, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 13, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 13, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 12, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 12, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 12, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
Recent Reddit Threads
Jun 11, 2026
short_volume
Short Volume: SM — 70.8% short (1.0M / 1.5M)
Short: 1,027,553 | Exempt: 1,679 | TRF Vol: 1,450,807 | Short Ratio: 70.8% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: SM — 64.7% short (0.8M / 1.3M)
Short: 841,634 | Exempt: 1,629 | TRF Vol: 1,300,233 | Short Ratio: 64.7% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: SM — 68.7% short (0.6M / 0.8M)
Short: 557,660 | Exempt: 3,636 | TRF Vol: 811,590 | Short Ratio: 68.7% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: SM — 59.2% short (0.7M / 1.2M)
Short: 711,988 | Exempt: 2,732 | TRF Vol: 1,203,497 | Short Ratio: 59.2% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: SM — 65.1% short (0.8M / 1.2M)
Short: 812,633 | Exempt: 3,081 | TRF Vol: 1,248,699 | Short Ratio: 65.1% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: SM — 59.8% short (0.9M / 1.5M)
Short: 915,079 | Exempt: 5,594 | TRF Vol: 1,530,720 | Short Ratio: 59.8% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: SM — 58.1% short (0.7M / 1.3M)
Short: 733,837 | Exempt: 3,763 | TRF Vol: 1,262,898 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: SM — 68.3% short (1.0M / 1.4M)
Short: 988,727 | Exempt: 15,810 | TRF Vol: 1,446,630 | Short Ratio: 68.3% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: SM — 62.3% short (0.7M / 1.1M)
Short: 701,661 | Exempt: 3,261 | TRF Vol: 1,126,565 | Short Ratio: 62.3% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: SM — 59.6% short (0.8M / 1.3M)
Short: 782,289 | Exempt: 10,307 | TRF Vol: 1,311,661 | Short Ratio: 59.6% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: SM — 59.0% short (0.7M / 1.1M)
Short: 654,964 | Exempt: 511 | TRF Vol: 1,109,296 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: SM — 62.8% short (1.1M / 1.8M)
Short: 1,140,403 | Exempt: 5,160 | TRF Vol: 1,815,916 | Short Ratio: 62.8% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: SM — 67.6% short (1.6M / 2.3M)
Short: 1,574,213 | Exempt: 5,646 | TRF Vol: 2,329,124 | Short Ratio: 67.6% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: SM — 66.0% short (0.9M / 1.4M)
Short: 895,399 | Exempt: 1,671 | TRF Vol: 1,356,272 | Short Ratio: 66.0% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: SM — 64.3% short (1.0M / 1.5M)
Short: 981,113 | Exempt: 4,353 | TRF Vol: 1,526,676 | Short Ratio: 64.3% | Off-exchange volume (dark pool + OTC)
Apr 6, 2026
Enforcement
HSR Early Termination: Caturus HoldCo, LLC; SM Energy Company
The FTC granted early termination of the HSR Act waiting period for a transaction involving Caturus HoldCo, LLC; SM Energy Company.