SM Energy Dirección
Dirección controles de criterios 1/4
El CEO de SM Energy es Beth McDonald , nombrado en Sep 2025, tiene una permanencia de menos de un año. compensación anual total es $4.48M, compuesta por 12.9% salario y 87.1% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.009% de las acciones de la empresa, por valor de $606.75K. La antigüedad media del equipo directivo y de la junta directiva es de 1.3 años y 1 años, respectivamente.
Información clave
Beth McDonald
Chief Executive Officer (CEO)
US$4.5m
Compensación total
| Porcentaje del salario del CEO | 12.88% |
| Permanencia del CEO | less than a year |
| Participación del CEO | 0.009% |
| Permanencia media de la dirección | 1.3yrs |
| Promedio de permanencia en la Junta Directiva | 1yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • Jul 01
SM: Future Cash Generation And Rising Volumes Will Support Stronger Profitability
Analysts lifted their price target on SM Energy by $2, from $29.00 to $31.00, citing updated assumptions around revenue growth, profit margins, discount rate, and future P/E. What’s in the News for SM Energy Recent coverage highlighted SM Energy as a cash-producing stock for long-term investors, focusing on its operations in Texas and Utah and its activity across oil, natural gas, and natural gas liquids, source: 3 Cash-Producing Stocks for Long-Term Investors.Seeking Alpha • Jun 30
SM Energy: Don't Believe The Fear, Buy The Upside Instead
Summary SM Energy is rated Strong Buy, trading at a 70% sector discount despite robust asset growth and operational improvements. Recent mergers and acquisitions, notably Civitas and Uinta Basin, have expanded SM's asset base to 800,000 net acres, boosting oil and NGL output. Derivative losses, primarily inherited from Civitas, temporarily cap crude upside but are expected to reverse by 2027, unlocking further value. SM's gas and NGL segments offer significant forward revenue potential, especially as the Permian Basin shifts toward higher gas production. Read the full article on Seeking Alpha
Actualización de narrativa • Jun 16
SM: Merger Synergies And Higher Production Will Drive Future Shareholder Upside
Analysts have raised their price target for SM Energy stock from about $28.82 to roughly $40.79 per share, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E multiples. What’s in the News for SM Energy SM Energy reported record 2025 operating cash flow, production, and oil volumes, with oil at 53% of total output, and completed a US$950m South Texas asset sale used to improve liquidity and support debt repayment efforts (Source: 2025 results coverage).
Actualización de narrativa • Jun 02
SM: Civitas Synergies And Debt Reduction Will Drive Future Upside
Analysts have lifted their price target on SM Energy from $55.27 to $57.52, citing refreshed assumptions that combine a lower future P/E estimate with updated views on revenue growth, profit margins, and discount rates. What's in the News Q1 2026 results came in ahead of Wall Street expectations, with revenue of US$1.48b and adjusted earnings of US$1.55 per share, supported by higher production of 371.2 MBoe/d and integration of the Civitas merger.Artículo de análisis • May 19
We Think That There Are More Issues For SM Energy (NYSE:SM) Than Just Sluggish Earnings
The subdued market reaction suggests that SM Energy Company's ( NYSE:SM ) recent earnings didn't contain any surprises...Actualización de narrativa • May 18
SM: Higher Production And Payouts Will Mask Weaker Future Profitability
Analysts have maintained SM Energy's price target at $29.00, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E that reflect a more refined view of the company's risk profile and earnings potential. What's in the News SM Energy issued new production guidance for the second quarter of 2026, targeting total production of 39 MMBoe to 41 MMBoe.Actualización de narrativa • May 03
SM: Future Margins And Capital Returns Will Shape Balanced Share Outlook
Analysts have adjusted their price target on SM Energy from $22.00 to $29.00, citing revised assumptions for revenue growth, profit margin, discount rate, and future P/E as the key drivers of this change. What's in the News BofA Securities, Inc.Actualización de narrativa • Apr 18
SM: Civitas Merger And New CEO Will Drive Future Upside
Analysts have adjusted their price target for SM Energy slightly higher, to approximately $55.27 from about $55.01, reflecting updated assumptions around revenue growth, profit margins, and future P/E multiples. What's in the News Civitas Resources Inc.Actualización de narrativa • Apr 04
SM: Civitas Merger And New CEO Will Shape Future Upside
Analysts have raised their price target on SM Energy from $48.00 to about $55.01, citing updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News SM Energy completed a $12.8b merger with Civitas Resources, creating a combined oil and gas producer operating in Utah, Texas and Colorado's Denver Julesburg Basin.Actualización de narrativa • Mar 21
SM: Post Merger Profit Margin Assumptions Will Pressure Future Share Performance
Analysts have raised their fair value estimate for SM Energy from $19.00 to $22.00, citing updated assumptions for profit margin, discount rate, revenue growth, and future P/E as key drivers of the new price target. What's in the News Civitas Resources Inc.Actualización de narrativa • Mar 07
SM: Merger Integration And Production Outlook Will Shape Future Shareholder Upside
Analysts have trimmed their price target on SM Energy to $28.82 from $31.42, citing updated assumptions that reflect a lower discount rate, adjusted revenue growth expectations, higher projected profit margins, and a higher future P/E multiple. What's in the News SM Energy completed its merger with Civitas Resources in a transaction valued at $12.8b, with the combined company operating oil and natural gas assets in Utah, Texas and Colorado's Denver Julesburg Basin, and continuing to trade on the NYSE under the SM ticker (Executive Changes: CEO).Actualización de narrativa • Feb 21
SM: Merger Synergies And Margin Pressure Will Constrain Future Share Performance
Analysts have adjusted their price target on SM Energy from $27.00 to $19.00, reflecting updated views on the company’s growth outlook, margin profile, and future P/E assumptions. What's in the News SM Energy closed a $12.8b merger with Civitas Resources Inc.Actualización de narrativa • Feb 07
SM: Civitas Merger And New Leadership Will Drive Future Upside
Analysts have adjusted their price target on SM Energy to reflect an unchanged fair value estimate of $48.00, together with updated assumptions for discount rate, revenue growth, profit margin, and future P/E that indicate a different mix of risk and earnings than before. What's in the News SM Energy completed a $12.8b merger with Civitas Resources on January 30, 2026, creating a combined oil and gas producer operating in Utah, Texas and Colorado's Denver Julesburg Basin (Key Developments).Actualización de narrativa • Jan 23
SM: Production Guidance And Buybacks Will Support Future Shareholder Upside
Analysts have trimmed their price target for SM Energy by about $1 to reflect updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News SM Energy has scheduled a special or extraordinary shareholders meeting for January 27, 2026, which could bring proposals that affect capital structure, governance, or other corporate matters (Key Developments).Actualización de narrativa • Jan 09
SM: Share Repurchases And Production Guidance Will Support Future Shareholder Upside
Analysts have trimmed their price target on SM Energy from about US$33.50 to roughly US$32.33, citing updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E as the key drivers of the change. What's in the News SM Energy has scheduled a Special or Extraordinary Shareholders Meeting for January 27, 2026, giving investors a key date to watch for company level decisions (Key Developments).Actualización de narrativa • Dec 24
SM: Merger Talks And 2025 Production Outlook Will Drive Upside Potential
Analysts have trimmed their price target on SM Energy to approximately $48.00 from about $56.36. This reflects a view that sharply higher projected revenue growth is likely to be offset by expectations for lower profit margins and a more conservative valuation multiple.Actualización de narrativa • Dec 10
SM: Merger Talks And Share Repurchases Will Drive Future Shareholder Upside
Analysts have modestly reduced their price target on SM Energy from 33.92 dollars to 33.50 dollars. This reflects slightly lower assumptions for revenue growth and profit margins, even as valuation multiples edge higher.Actualización de narrativa • Nov 26
SM: Merger Prospects and Leadership Transition Will Unlock Shareholder Value
Analysts have revised their price target for SM Energy, lowering it from $36.64 to $33.92. This change is based on updated forecasts for revenue growth and profit margins.Actualización de narrativa • Nov 12
SM: Planned Merger and Leadership Transition Will Drive Future Performance
Analysts have lowered their price target for SM Energy from $37.54 to $36.64, citing reduced projections for revenue growth even though profit margins remain stable. What's in the News Civitas Resources Inc.Artículo de análisis • Nov 10
SM Energy's (NYSE:SM) Weak Earnings May Only Reveal A Part Of The Whole Picture
Investors were disappointed by SM Energy Company's ( NYSE:SM ) latest earnings release. We did some further digging and...Actualización de narrativa • Oct 29
Merger Prospects And Rising Oil Output Will Drive Future Gains
Analysts have slightly lowered their price target for SM Energy from $38.62 to $37.54. They cite more cautious estimates for revenue growth and profit margins as the reason for the adjustment.Actualización de narrativa • Oct 14
Uinta Basin Production Will Rise Despite Operational Hurdles
Narrative Update: SM Energy Analyst Price Target Adjustment Analysts have revised SM Energy’s fair value estimate downward from $40.00 to $38.62 per share. This adjustment is due to more conservative revenue growth assumptions, which are partially offset by improved profit margin projections and a lower future price-to-earnings ratio.Seeking Alpha • Apr 07
SM Energy: Exploring The Factors Behind The Recent -20% Fall
Summary SM Energy's recent -22% sell-off is driven by a sharp decline in crude oil prices and macroeconomic headwinds, including OPEC's production increase and potential global recession. SM Energy's higher leverage ratio of 1.4x, compared to peers, makes it vulnerable in a declining oil price environment, despite plans to reduce debt. The company's decreased hedge ratio exposes it to lower oil prices, impacting profitability, with significant unhedged exposure from 2026 onwards. Expect a short-term rebound in SM equity from oversold conditions, but sustained low oil prices could push the stock to the mid-teens. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$131m |
| Dec 31 2025 | US$4m | US$576k | US$648m |
| Sep 30 2025 | n/a | n/a | US$727m |
| Jun 30 2025 | n/a | n/a | US$812m |
| Mar 31 2025 | n/a | n/a | US$821m |
| Dec 31 2024 | US$4m | US$162k | US$770m |
Compensación vs. Mercado: La compensación total de Beth($USD4.48M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD8.35M).
Compensación vs. Ingresos: La compensación de Beth ha aumentado más de un 20%, mientras que los beneficios de la empresa han caído más de un 20% en el último año.
CEO
Beth McDonald (47 yo)
less than a year
Permanencia
US$4,475,172
Compensación
Ms. Elizabeth Anne McDonald, also known as Beth, was Chief Operating Officer of SM Energy Company from September 9, 2024 until January 30, 2026 and serves as its President since September 8, 2025 and is it...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | less than a year | US$4.48m | 0.0089% $ 606.7k | |
| Executive VP & CFO | 17.8yrs | US$3.86m | 0.18% $ 12.0m | |
| Executive VP | 3.5yrs | US$2.55m | 0.012% $ 792.9k | |
| Executive VP & COO | less than a year | sin datos | 0.0012% $ 84.3k | |
| VP, Controller & Principal Accounting Officer | 1.3yrs | sin datos | 0.0015% $ 104.6k | |
| Vice President of Investor Relations | no data | sin datos | sin datos | |
| Vice President of Marketing | 3yrs | sin datos | sin datos | |
| Vice President of Human Resources | 2.5yrs | sin datos | sin datos | |
| Senior Vice President of Finance | 1.3yrs | sin datos | 0.0053% $ 362.8k | |
| Senior Vice President of Utah Business Unit | 1.3yrs | sin datos | 0.012% $ 791.6k | |
| Vice President of Exploration & Geoscience | no data | sin datos | sin datos | |
| Senior Vice President of DJ Business Unit | less than a year | sin datos | sin datos |
1.3yrs
Permanencia media
44.5yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de SM no se considera experimentado ( 1.3 años antigüedad media), lo que sugiere un nuevo equipo.
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | less than a year | US$4.48m | 0.0089% $ 606.7k | |
| Independent Director | 12yrs | US$300.02k | 0.020% $ 1.3m | |
| Independent Director | 11.9yrs | US$330.02k | 0.030% $ 2.0m | |
| Independent Director | 2.4yrs | US$285.04k | 0.015% $ 1.0m | |
| Independent Chairman of the Board | 20yrs | US$428.70k | 0.050% $ 3.4m | |
| Independent Director | less than a year | sin datos | 0.034% $ 2.3m | |
| Independent Director | less than a year | sin datos | 0.059% $ 4.0m | |
| Independent Director | less than a year | sin datos | 0.029% $ 2.0m | |
| Independent Director | less than a year | sin datos | 0.041% $ 2.8m | |
| Independent Director | 1.6yrs | US$280.02k | 0.0067% $ 458.6k |
1.0yrs
Permanencia media
60.5yo
Promedio de edad
Junta con experiencia: La junta directiva de SM no se considera experimentada (1 años de permanencia promedio), lo que sugiere una nueva junta directiva.
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/10 16:33 |
| Precio de las acciones al final del día | 2026/07/10 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
SM Energy Company está cubierta por 43 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Joseph Allman | Baird |
| Jeffrey Robertson | Barclays |
| Rudolf Hokanson | Barrington Research Associates, Inc. |