SM Energy Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:SJL Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
06 May 25	Buy€18,787	Herbert Vogel	Individual	1,000	€18.79
04 Mar 25	Buy€136,363	Ramiro Peru	Individual	5,000	€27.27
03 Mar 25	Buy€14,133	Herbert Vogel	Individual	500	€28.27
26 Feb 25	Buy€215,556	Barton Brookman	Individual	7,000	€30.79
25 Feb 25	Buy€32,210	Herbert Vogel	Individual	1,000	€32.36
26 Aug 24	Sell€257,456	Patrick Lytle	Individual	6,059	€42.49
16 Aug 24	Sell€185,458	James Lebeck	Individual	4,487	€41.33
16 Aug 24	Sell€413,959	Rose Robeson	Individual	10,000	€41.40
21 May 24	Sell€740,926	Kenneth Knott	Individual	16,000	€46.31
20 May 24	Sell€2,724,535	William Sullivan	Individual	60,000	€45.41

Insider Trading Volume

Insider Buying: SJL insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SJL?
Owner Type	Number of Shares	Ownership Percentage
State or Government	68,217	0.0596%
Individual Insiders	1,754,235	1.53%
Institutions	112,692,941	98.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 70.45% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.5%	BlackRock, Inc.	17,708,090	€364.4m	-1.98%	0.01%
13.3%	The Vanguard Group, Inc.	15,268,788	€314.2m	0.46%	no data
5.72%	Dimensional Fund Advisors LP	6,552,556	€134.9m	0.24%	0.02%
5.34%	State Street Global Advisors, Inc.	6,111,573	€125.8m	-2.8%	no data
3.54%	JP Morgan Asset Management	4,047,361	€83.3m	10.8%	0.01%
3.22%	American Century Investment Management Inc	3,682,093	€75.8m	8.76%	0.04%
2.34%	First Trust Advisors LP	2,683,131	€55.2m	40.1%	0.05%
2.34%	Geode Capital Management, LLC	2,679,129	€55.1m	-0.53%	no data
2.11%	Macquarie Investment Management Business Trust	2,417,631	€49.8m	20.8%	0.07%
1.85%	Westwood Management Corp.	2,118,297	€43.6m	2.04%	0.37%
1.54%	River Road Asset Management, LLC	1,768,416	€36.4m	-1.35%	0.54%
1.42%	Citadel Advisors LLC	1,628,899	€33.5m	158%	0.04%
1.27%	Northern Trust Global Investments	1,449,483	€29.8m	10.7%	no data
1.1%	Congress Asset Management Company, LLP	1,259,627	€25.9m	15.8%	0.2%
1.1%	Charles Schwab Investment Management, Inc.	1,255,841	€25.8m	0%	no data
1.07%	Palisade Capital Management, LP	1,226,895	€25.2m	45.5%	0.89%
1.06%	Frontier Capital Management Co LLC	1,217,637	€25.1m	-0.64%	0.26%
1.03%	Voloridge Investment Management, LLC	1,174,731	€24.2m	-17.6%	0.09%
1.02%	Channing Capital Management, LLC	1,167,033	€24.0m	6.26%	0.75%
0.89%	Columbia Management Investment Advisers, LLC	1,022,307	€21.0m	-6.21%	0.01%
0.81%	Morgan Stanley, Investment Banking and Brokerage Investments	923,670	€19.0m	9.15%	no data
0.74%	New York State Common Retirement Fund	846,844	€17.4m	0%	0.03%
0.74%	UBS Asset Management AG	845,566	€17.4m	50.5%	no data
0.71%	Goldman Sachs Asset Management, L.P.	813,654	€16.7m	-5.85%	no data
0.67%	Alaska Permanent Fund	767,974	€15.8m	30,900%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/10 09:43
End of Day Share Price	2025/05/09 00:00
Earnings	2025/03/31
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

SM Energy Company is covered by 55 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Joseph Allman	Baird
Jeffrey Robertson	Barclays
Rudolf Hokanson	Barrington Research Associates, Inc.