SM Energy Gestion
Gestion contrôle des critères 1/4
Le PDG SM Energy est Beth McDonald, nommé en Sep2025, a un mandat de moins d'un an. La rémunération annuelle totale est $ 4.48M, composée du salaire de 12.9% et des bonus 87.1%, y compris les actions et options de la société. détient directement 0.002% des actions de la société, d'une valeur de $ 169.15K. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 1.3 ans et 0.4 ans.
Informations clés
Beth McDonald
Directeur général
US$4.5m
Rémunération totale
| Pourcentage du salaire du PDG | 12.88% |
| Durée du mandat du directeur général | less than a year |
| Propriété du PDG | 0.002% |
| Durée moyenne d'occupation des postes de direction | 1.3yrs |
| Durée moyenne du mandat des membres du conseil d'administration | less than a year |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • 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.Seeking Alpha • Jun 02
SM Energy Looks Undervalued As Deleveraging Gains Traction
Summary SM Energy is now a four-basin operator post-Civitas merger, with a focus on synergy realization and deleveraging. Q1 results demonstrated disciplined capital spending, production outperformance, and rapid synergy capture, supporting a bullish investment case. SM trades at deep valuation discounts (3.99x forward P/E, 3.10x EV/EBITDA) due to debt concerns, but accelerated debt reduction and buybacks could drive re-rating. I rate SM a Buy, as continued execution on debt reduction, operational efficiency, and share repurchases offers significant upside potential. Read the full article on Seeking AlphaArticle d’analyse • 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...
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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 AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| 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$770m |
Rémunération vs marché: La rémunération totale de Beth ($USD 4.48M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 8.31M ).
Rémunération et revenus: La rémunération de Beth a augmenté de plus de 20 % tandis que les bénéfices de l'entreprise ont chuté de plus de 20 % au cours de l'année écoulée.
PDG
Beth McDonald (47 yo)
less than a year
Titularisation
US$4,475,172
Compensation
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | less than a year | US$4.48m | 0.0023% $ 169.1k | |
| Executive VP & CFO | 17.8yrs | US$3.86m | 0.17% $ 12.4m | |
| Executive VP | 3.4yrs | US$2.55m | 0.0062% $ 461.2k | |
| Executive VP & COO | less than a year | pas de données | pas de données | |
| VP, Controller & Principal Accounting Officer | 1.3yrs | pas de données | 0.00069% $ 51.4k | |
| Vice President of Investor Relations | no data | pas de données | pas de données | |
| Vice President of Marketing | 2.9yrs | pas de données | pas de données | |
| Vice President of Human Resources | 2.4yrs | pas de données | pas de données | |
| Senior Vice President of Finance | 1.3yrs | pas de données | 0.0053% $ 397.9k | |
| Senior Vice President of Utah Business Unit | 1.3yrs | pas de données | 0.012% $ 868.1k | |
| Vice President of Exploration & Geoscience | no data | pas de données | pas de données | |
| Senior Vice President of DJ Business Unit | less than a year | pas de données | pas de données |
1.3yrs
Durée moyenne de l'emploi
44.5yo
Âge moyen
Gestion expérimentée: L'équipe de direction de SM n'est pas considérée comme expérimentée (ancienneté moyenne 1.3 ans), ce qui suggère une nouvelle équipe.
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | less than a year | US$4.48m | 0.0023% $ 169.1k | |
| Independent Director | 11.9yrs | US$300.02k | 0.017% $ 1.3m | |
| Independent Director | 11.8yrs | US$330.02k | 0.028% $ 2.0m | |
| Independent Director | 2.3yrs | US$285.04k | 0.011% $ 831.6k | |
| Independent Chairman of the Board | 19.9yrs | US$428.70k | 0.046% $ 3.4m | |
| Independent Director | less than a year | pas de données | 0.030% $ 2.3m | |
| Independent Director | less than a year | pas de données | 0.0073% $ 545.4k | |
| Independent Director | less than a year | pas de données | 0.056% $ 4.2m | |
| Independent Director | less than a year | pas de données | 0.026% $ 2.0m | |
| Independent Director | less than a year | pas de données | 0.037% $ 2.8m | |
| Independent Director | 1.5yrs | US$280.02k | 0.0042% $ 310.7k |
0.4yrs
Durée moyenne de l'emploi
63yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la SM n'est pas considéré comme expérimenté ( 0.4 années d'ancienneté moyenne), ce qui suggère un nouveau conseil d'administration.
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/10 12:56 |
| Cours de l'action en fin de journée | 2026/06/10 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
SM Energy Company est couverte par 41 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Joseph Allman | Baird |
| Jeffrey Robertson | Barclays |
| Rudolf Hokanson | Barrington Research Associates, Inc. |