SM Energy Förvaltning
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SM Energy VD är Beth McDonald, utsedd i Sep 2025, har en mandatperiod på mindre än ett år. totala årliga ersättningen är $ 4.48M, bestående av 12.9% lön 87.1% bonusar, inklusive företagsaktier och optioner. äger direkt 0.009% av företagets aktier, värda $ 694.01K. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 1.4 år respektive 1.1 år.
Viktig information
Beth McDonald
Verkställande direktör
US$4.5m
Total ersättning
| VD-lön i procent | 12.88% |
| Anställning som VD | less than a year |
| Ägande av VD | 0.009% |
| Ledningens genomsnittliga anställningstid | 1.4yrs |
| Styrelsens genomsnittliga mandatperiod | 1.1yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • Aug 12
SM: Future Cash Generation Will Reflect Stronger Volumes And Permian Efficiency Gains
Analysts have lifted their price target on SM Energy by $1 to $32. This reflects updated assumptions for fair value, a lower discount rate, adjusted revenue growth and profit margin expectations, and a higher future P/E multiple.Seeking Alpha • Aug 01
SM Energy: A Bigger, Cheaper Company Than The Tape Suggests
Summary SM Energy is rated a buy post-merger, offering a compelling risk/reward with ~15% FCF yield and 20-50% upside. The merger with Civitas created a top-10 US independent, unlocking $375M in annual synergies and a diversified, high-margin asset base. SM's deleveraging flywheel accelerates value: 80% of FCF targets debt reduction, flipping to buybacks as leverage approaches 1x. Valuation is conservative; at ~$28, shares trade near the trough case, with a base case target of ~$37 if oil holds in the mid-$60s and deleveraging continues. Read the full article on Seeking Alpha
Uppdatering av berättelse • Jul 29
SM: Deep Permian Drilling And Rising Output Will Drive Future Upside
Analysts have reduced their price target for SM Energy from about $57.52 to about $49.94, reflecting updated views on its revenue outlook, profit margins, and projected P/E multiple. What’s in the News for SM Energy SM Energy has begun deep-pay wildcat drilling in Crane County, Texas, within the southwestern Midland Basin, with two wells located within about a mile of the Dune Field waterflood project.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$1b |
| 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$813m |
| Mar 31 2025 | n/a | n/a | US$821m |
| Dec 31 2024 | US$4m | US$162k | US$770m |
Ersättning vs marknad: Beth s total kompensation ($USD 4.48M ) är under genomsnittet för företag av liknande storlek på US marknaden ($USD 8.16M ).
Ersättning vs inkomst: Ersättningen för Beth har ökat med mer än 20 % det senaste året.
VD OCH KONCERNCHEF
Beth McDonald (47 yo)
less than a year
Anställning
US$4,475,172
Kompensation
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...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| President | less than a year | US$4.48m | 0.0090% $ 694.0k | |
| Executive VP & CFO | 17.9yrs | US$3.86m | 0.18% $ 14.0m | |
| Executive VP | 3.6yrs | US$2.55m | 0.014% $ 1.0m | |
| Executive VP & COO | less than a year | inga uppgifter | 0.0013% $ 96.4k | |
| VP, Controller & Principal Accounting Officer | 1.4yrs | inga uppgifter | 0.0015% $ 119.5k | |
| Vice President of Investor Relations | no data | inga uppgifter | inga uppgifter | |
| Vice President of Marketing | 3.1yrs | inga uppgifter | inga uppgifter | |
| Vice President of Human Resources | 2.6yrs | inga uppgifter | inga uppgifter | |
| Senior Vice President of Finance | 1.4yrs | inga uppgifter | 0.0054% $ 414.9k | |
| Senior Vice President of Utah Business Unit | 1.4yrs | inga uppgifter | 0.012% $ 905.3k | |
| Vice President of Exploration & Geoscience | no data | inga uppgifter | inga uppgifter | |
| Senior Vice President of DJ Business Unit | less than a year | inga uppgifter | inga uppgifter |
1.4yrs
Genomsnittlig anställningstid
44.5yo
Genomsnittlig ålder
Erfaren ledning: SM s ledningsgrupp anses inte vara erfaren ( 1.4 års genomsnittlig anställningstid), vilket föreslår ett nytt team.
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| President | less than a year | US$4.48m | 0.0090% $ 694.0k | |
| Independent Director | 12.1yrs | US$300.02k | 0.020% $ 1.5m | |
| Independent Director | 12yrs | US$330.02k | 0.030% $ 2.3m | |
| Independent Director | 2.5yrs | US$285.04k | 0.015% $ 1.2m | |
| Independent Chairman of the Board | 20.1yrs | US$428.70k | 0.051% $ 3.9m | |
| Independent Director | less than a year | inga uppgifter | 0.034% $ 2.7m | |
| Independent Director | less than a year | inga uppgifter | 0.060% $ 4.6m | |
| Independent Director | less than a year | inga uppgifter | 0.029% $ 2.2m | |
| Independent Director | less than a year | inga uppgifter | 0.041% $ 3.2m | |
| Independent Director | 1.7yrs | US$280.02k | 0.0068% $ 524.4k |
1.1yrs
Genomsnittlig anställningstid
60.5yo
Genomsnittlig ålder
Erfaren styrelse: SM s styrelse anses inte vara erfaren ( 1.1 års genomsnittlig mandatperiod), vilket föreslår en ny styrelse.
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/08/14 08:12 |
| Aktiekurs vid dagens slut | 2026/08/14 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
SM Energy Company bevakas av 44 analytiker. 11 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Joseph Allman | Baird |
| Jeffrey Robertson | Barclays |
| Rudolf Hokanson | Barrington Research Associates, Inc. |