SM SM Energy Dashboard

SM Energy Company is an independent energy company engaged in the acquisition, exploration, development, and production of crude oil, natural gas, and NGLs in the state of Texas.

Company profile

Ticker

Exchange

NYSE

Website

www.sm-energy.com/

CEO

Javan Ottoson

Incorporated

Delaware

Location

Colorado

Fiscal year end

Dec 31

Sector

Mining, Quarrying, and Oil and Gas Extraction > Crude Petroleum and Natural Gas Extraction

Industry (SIC)

Crude Petroleum & Natural Gas

Petroleo Brasileiro S.A. Petrobras • Anadarko Petroleum • Marathon Oil • Apache • Devon Energy • Occidental Petroleum • EOG Resources • Pressburg • Ovintiv • California Resources ...

Former names

ST MARY LAND & EXPLORATION CO

SEC CIK

0000893538

Corporate docs

Articles of Incorporation & Bylaws

IRS number

410518430

SM stock data

S&P 500

1M 1Y 2Y 5Y

News

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Keybanc Maintains Overweight on SM Energy, Raises Price Target to $28

9 Apr 21

Keybanc maintains SM Energy (NYSE:SM) with a Overweight and raises the price target from $20 to $28.

Let's Take A Look At This Weeks Top Performing Sectors

7 Apr 21

Investing in different stock sectors allows you to diversify your portfolio through targeted exposure from companies in specific segments of the economy.

Mid-Morning Market Update: Markets Edge Higher; Paychex Profit Tops Views

6 Apr 21

Following the market opening Tuesday, the Dow traded up 0.01% to 33,529.08 while the NASDAQ rose 0.11% to 13,721.20. The S&P also rose, gaining 0.13% to 4,083.38.

Let's Take A Look At This Weeks Top Performing Sectors

25 Mar 21

50 Biggest Movers From Friday

22 Mar 21

Press releases

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SM Energy Declares Semi-Annual Cash Dividend

8 Apr 21

DENVER, April 8, 2021 /PRNewswire/ -- SM Energy Company (NYSE:SM) today announces that its Board of Directors has approved a semi-annual cash dividend of $0.01 per share of common stock outstanding. The dividend will be

SM Energy Reports 2020 Results And 2021 Operating Plan, Cash Flow And Debt Reduction Exceeded Expectations

17 Feb 21

DENVER, Feb. 17, 2021 /PRNewswire/ -- SM Energy Company (the "Company") (NYSE:SM) today announced fourth quarter and full year 2020 operating and financial results, year-end 2020 reserves and the 2021 operating

SM Energy Announces Posting Of Its Responses To The 2020 CDP Climate Change Questionnaire And Schedules Its Fourth Quarter And Full Year 2020 Earnings Release And Call

8 Feb 21

DENVER, Feb. 8, 2021 /PRNewswire/ -- SM Energy Company (the "Company") (NYSE:SM) today announced that it has posted its responses to the 2020 CDP Climate Change Questionnaire, which reports 2019 data. In

Calendar

18 Feb 21

13 Apr 21

31 Dec 21

Financial summary

Financial statements Chart SM financial data

Quarter (USD)	Dec 20	Sep 20	Jun 20	Mar 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 20	Dec 19	Dec 18	Dec 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from SM Energy earnings reports.

Cash burn rate (estimated)	Burn method: Change in cash		Burn method: Operating income/loss		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	10K	10K	10K	10K	10K	10K
Cash burn (monthly)	(positive/no burn)	(positive/no burn)	66.2M	95.29M	(positive/no burn)	(positive/no burn)
Cash used (since last report)	n/a	n/a	228.69M	329.17M	n/a	n/a
Cash remaining	n/a	n/a	-228.68M	-329.16M	n/a	n/a
Runway (months of cash)	n/a	n/a	-3.5	-3.5	n/a	n/a

Beta Read what these cash burn values mean

Recent insider trades

SM insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
23 Feb 21	Robeson Rose M	Common Stock, $.01 Par Value	Sell	Dispose S	No	No	12.96	4,000	51.84K	66,328
21 Dec 20	Herbert S Vogel	RSU Common Stock, $.01 Par Value	Grant	Aquire A	No	No	0	197,324	0	197,324
21 Dec 20	David W Copeland	RSU Common Stock, $.01 Par Value	Grant	Aquire A	No	No	0	39,716	0	39,716
21 Dec 20	Knott Kenneth J.	RSU Common Stock, $.01 Par Value	Grant	Aquire A	No	No	0	22,993	0	22,993
21 Dec 20	David J. Whitcomb	RSU Common Stock, $.01 Par Value	Grant	Aquire A	No	No	0	13,169	0	13,169

Data from 3, 4 and 5 filings. Stock values as filed, not updated for current price.

Institutional ownership Q4 2020

SM institutional ownership history Ownership history

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

75.6% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	176	163	+8.0%
Opened positions	37	18	+105.6%
Closed positions	24	32	-25.0%
Increased positions	56	52	+7.7%
Reduced positions	51	51	–

13F shares	Current	Prev Q	Change
Total value	5.59B	172.69M	+3136.4%
Total shares	86.7M	78.67M	+10.2%
Total puts	850.9K	566K	+50.3%
Total calls	1.25M	199.7K	+525.1%
Total put/call ratio	0.7	2.8	-76.0%

Largest owners	Shares	Value	Change
BLK Blackrock	16.65M	$101.9M	+2.8%
Maple Rock Capital Partners	8.91M	$54.54M	+36.6%
Vanguard	8.89M	$54.44M	+36.4%
STT State Street	6.26M	$38.33M	+39.6%
D. E. Shaw & Co.	3.33M	$20.38M	-22.2%
Parametric Portfolio Associates	2.08M	$12.73M	+49.7%
Geode Capital Management	1.98M	$12.1M	+2.9%
Millennium Management	1.69M	$10.36M	-35.2%
Dimensional Fund Advisors	1.64M	$10.01M	-49.2%
Arrowstreet Capital, Limited Partnership	1.58M	$9.69M	-16.8%

Largest transactions	Shares	Bought/sold	Change
EnCap Energy Capital Fund IX	1.03M	-3.76M	-78.6%
Maple Rock Capital Partners	8.91M	+2.39M	+36.6%
Vanguard	8.89M	+2.38M	+36.4%
STT State Street	6.26M	+1.78M	+39.6%
Dimensional Fund Advisors	1.64M	-1.58M	-49.2%
Slate Path Capital	1.57M	+1.57M	NEW
Renaissance Technologies	0	-1.02M	EXIT
D. E. Shaw & Co.	3.33M	-947.63K	-22.2%
Millennium Management	1.69M	-920.33K	-35.2%
Two Sigma Investments	873.35K	+873.35K	NEW

Data from 13F filings. Stock values as filed, not updated for current price. Long positions only.

Financial report summary

Competition

Sanchez Energy

Management Discussion

We remain focused on maximizing returns and increasing the value of our top tier Midland Basin and South Texas assets. We expect to do this through continued development optimization of our Midland Basin assets and through further development of our Austin Chalk formation in South Texas. We believe our assets provide strong returns and are capable of providing for growth of
internally generated cash flows while allowing for flexibility of production levels, which aligns with our priorities of improving leverage metrics and maintaining strong financial flexibility.
The financial results and operational activities discussed throughout this report reflect the impacts of the Pandemic during 2020, and the misalignment of supply and demand caused by competition among oil producing nations for crude oil market share during the first half of 2020. We will continue to monitor the macroeconomic environment and maintain flexibility to adjust our financial and operational plans as warranted.

Content analysis

Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability	H.S. sophomore Avg

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From filing 10-K 2020 FY