SM Energy Ownership

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

Recent Insider Transactions

LSE:0KZA Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
26 Aug 24	SellUS$287,500	Patrick Lytle	Individual	6,059	US$47.45
16 Aug 24	SellUS$203,844	James Lebeck	Individual	4,487	US$45.43
16 Aug 24	SellUS$455,000	Rose Robeson	Individual	10,000	US$45.50
21 May 24	SellUS$804,480	Kenneth Knott	Individual	16,000	US$50.28
20 May 24	SellUS$2,959,200	William Sullivan	Individual	60,000	US$49.32
01 Mar 24	SellUS$1,936,017	Mary Lutey	Individual	43,506	US$44.50

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of 0KZA?
Owner Type	Number of Shares	Ownership Percentage
State or Government	70,927	0.0589%
Individual Insiders	2,095,585	1.74%
Institutions	118,247,355	98.2%

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

Top Shareholders

Top 25 shareholders own 71.92% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.7%	BlackRock, Inc.	17,929,228	US$673.1m	-9.04%	0.01%
13.3%	The Vanguard Group, Inc.	15,167,824	US$569.4m	5.75%	0.01%
5.71%	Dimensional Fund Advisors LP	6,536,728	US$245.4m	3.07%	0.04%
5.5%	State Street Global Advisors, Inc.	6,287,815	US$236.0m	1.86%	0.01%
3.9%	Pacer Advisors, Inc.	4,463,443	US$167.6m	122,000%	0.38%
3.19%	JP Morgan Asset Management	3,654,150	US$137.2m	-9.96%	0.02%
2.96%	American Century Investment Management Inc	3,385,492	US$127.1m	43.4%	0.06%
2.35%	Geode Capital Management, LLC	2,693,372	US$101.1m	1.12%	0.01%
1.81%	Westwood Management Corp.	2,076,000	US$77.9m	21.4%	0.59%
1.75%	Macquarie Investment Management Business Trust	2,001,146	US$75.1m	-10.8%	0.09%
1.67%	First Trust Advisors LP	1,915,352	US$71.9m	44%	0.06%
1.57%	River Road Asset Management, LLC	1,792,573	US$67.3m	0.71%	0.84%
1.25%	Voloridge Investment Management, LLC	1,424,827	US$53.5m	283%	0.19%
1.14%	Northern Trust Global Investments	1,309,255	US$49.1m	-0.05%	0.01%
1.07%	Frontier Capital Management Co LLC	1,225,465	US$46.0m	1.55%	0.39%
1.07%	Charles Schwab Investment Management, Inc.	1,223,038	US$45.9m	1.84%	0.01%
1.04%	BNY Asset Management	1,187,930	US$44.6m	-9.88%	0.01%
0.96%	Channing Capital Management, LLC	1,098,259	US$41.2m	1.52%	1.05%
0.95%	Congress Asset Management Company, LLP	1,090,635	US$40.9m	5.93%	0.27%
0.95%	Columbia Management Investment Advisers, LLC	1,089,948	US$40.9m	-7.4%	0.01%
0.89%	Aventail Capital Group, LP	1,015,138	US$38.1m	0%	2.2%
0.87%	Arrowstreet Capital, Limited Partnership	994,358	US$37.3m	-54.1%	0.03%
0.86%	William Blair Investment Management, LLC	988,445	US$37.1m	-2.91%	0.04%
0.77%	T. Rowe Price Group, Inc.	878,134	US$33.0m	-64.4%	no data
0.76%	Goldman Sachs Asset Management, L.P.	864,181	US$32.4m	19.5%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/24 00:25
End of Day Share Price	2024/12/24 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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 here.

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 .

Analyst Sources

SM Energy Company is covered by 53 analysts. 10 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.