SM Energy Beheer
Beheer criteriumcontroles 1/4
De CEO SM Energy is Beth McDonald, benoemd in Sep2025, heeft een ambtstermijn van minder dan een jaar. De totale jaarlijkse vergoeding van { bedraagt $ 4.48M, bestaande uit 12.9% salaris en 87.1% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.009% van de aandelen van het bedrijf, ter waarde $ 636.29K. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 1.3 jaar en 1 jaar.
Belangrijke informatie
Beth McDonald
Algemeen directeur
US$4.5m
Totale compensatie
| Percentage CEO-salaris | 12.88% |
| Dienstverband CEO | less than a year |
| Eigendom CEO | 0.009% |
| Management gemiddelde ambtstermijn | 1.3yrs |
| Gemiddelde ambtstermijn bestuur | 1yrs |
Recente managementupdates
Recent updates
Seeking Alpha • 13h
SM Energy: The Operation Is Sound, But I'm Skeptical About The Backdrop
Summary SM Energy (SM) merger integration has exceeded expectations, with increased synergy targets and operational outperformance in Q1. Despite strong capital efficiency and a raised dividend, SM carries the highest leverage among top-10 US independents, impacting valuation and FCF sensitivity. SM trades at a deep earnings discount to peers, but high debt keeps its EV/EBITDA elevated; FCF yield stands at 8.2%. Given macro uncertainty and normalized oil price assumptions, I downgrade SM to Buy, seeing reduced upside despite operational strength. Read the full article on Seeking Alpha
Narratiefupdate • Jul 15
SM: Merger Synergies And Debt Reduction Will Support Future Shareholder Upside
Analysts have adjusted their fair value estimate for SM Energy from $40.79 to $38.86, reflecting a slightly lower discount rate and updated assumptions for revenue growth, profit margins, and future P/E. What’s in the News for SM Energy SM Energy reported first quarter 2026 oil equivalent production of 371,000 barrels per day, ahead of guidance, with capital expenditures 12% below expectations and adjusted earnings of US$1.55 per share, according to recent earnings coverage.
Narratiefupdate • 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.Narratiefupdate • 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).
Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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 CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| 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$770m |
Compensatie versus markt: De totale vergoeding ($USD 4.48M ) Beth } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 8.33M ).
Compensatie versus inkomsten: De beloning van Beth is het afgelopen jaar met meer dan 20% gestegen, terwijl de winst van het bedrijf met meer dan 20% is gedaald.
CEO
Beth McDonald (47 yo)
less than a year
Tenure
US$4,475,172
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | less than a year | US$4.48m | 0.0089% $ 636.3k | |
| Executive VP & CFO | 17.8yrs | US$3.86m | 0.18% $ 12.5m | |
| Executive VP | 3.5yrs | US$2.55m | 0.012% $ 831.5k | |
| Executive VP & COO | less than a year | geen gegevens | 0.0012% $ 88.4k | |
| VP, Controller & Principal Accounting Officer | 1.3yrs | geen gegevens | 0.0015% $ 109.7k | |
| Vice President of Investor Relations | no data | geen gegevens | geen gegevens | |
| Vice President of Marketing | 3yrs | geen gegevens | geen gegevens | |
| Vice President of Human Resources | 2.5yrs | geen gegevens | geen gegevens | |
| Senior Vice President of Finance | 1.3yrs | geen gegevens | 0.0053% $ 380.5k | |
| Senior Vice President of Utah Business Unit | 1.3yrs | geen gegevens | 0.012% $ 830.1k | |
| Vice President of Exploration & Geoscience | no data | geen gegevens | geen gegevens | |
| Senior Vice President of DJ Business Unit | less than a year | geen gegevens | geen gegevens |
1.3yrs
Gemiddelde duur
44.5yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van SM wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 1.3 jaar), wat duidt op een nieuw team.
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | less than a year | US$4.48m | 0.0089% $ 636.3k | |
| Independent Director | 12yrs | US$300.02k | 0.020% $ 1.4m | |
| Independent Director | 11.9yrs | US$330.02k | 0.030% $ 2.1m | |
| Independent Director | 2.4yrs | US$285.04k | 0.015% $ 1.1m | |
| Independent Chairman of the Board | 20yrs | US$428.70k | 0.050% $ 3.6m | |
| Independent Director | less than a year | geen gegevens | 0.034% $ 2.4m | |
| Independent Director | less than a year | geen gegevens | 0.059% $ 4.2m | |
| Independent Director | less than a year | geen gegevens | 0.029% $ 2.0m | |
| Independent Director | less than a year | geen gegevens | 0.041% $ 2.9m | |
| Independent Director | 1.6yrs | US$280.02k | 0.0067% $ 481.0k |
1.0yrs
Gemiddelde duur
60.5yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van SM wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 1 jaar), wat duidt op een nieuw bestuur.
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/15 21:54 |
| Aandelenkoers aan het einde van de dag | 2026/07/15 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
SM Energy Company wordt gevolgd door 44 analisten. 11 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Joseph Allman | Baird |
| Jeffrey Robertson | Barclays |
| Rudolf Hokanson | Barrington Research Associates, Inc. |