SM Energy Company

NYSE:SM Stok Raporu

Piyasa değeri: US$6.4b

SM Energy Yönetim

Yönetim kriter kontrolleri 1/4

SM Energy CEO'su Beth McDonald, Sep2025 tarihinde atandı, in görev süresi bir yıldan az. in toplam yıllık tazminatı $ 4.48M olup, şirket hissesi ve opsiyonları dahil olmak üzere 12.9% maaş ve 87.1% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.002% ine doğrudan sahiptir ve bu hisseler $ 144.17K değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 1.3 yıl ve 1 yıldır.

Anahtar bilgiler

Beth McDonald

İcra Kurulu Başkanı

US$4.5m

Toplam tazminat

CEO maaş yüzdesi12.88%
CEO görev süresiless than a year
CEO sahipliği0.002%
Yönetim ortalama görev süresi1.3yrs
Yönetim Kurulu ortalama görev süresiless than a year

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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 Alpha
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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 Alpha

CEO Tazminat Analizi

Beth McDonald'un ücretlendirmesi SM Energy'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

US$131m

Dec 31 2025US$4mUS$576k

US$648m

Sep 30 2025n/an/a

US$727m

Jun 30 2025n/an/a

US$812m

Mar 31 2025n/an/a

US$821m

Dec 31 2024US$4mUS$162k

US$770m

Tazminat ve Piyasa: Beth 'nin toplam tazminatı ($USD 4.48M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 8.37M ).

Tazminat ve Kazançlar: Beth şirketinin tazminatı %20'den fazla artarken, şirketin kazancı geçen yıl %20'den fazla düştü.


CEO

Beth McDonald (47 yo)

less than a year
Görev süresi
US$4,475,172
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Elizabeth McDonald
Presidentless than a yearUS$4.48m0.0023%
$ 144.2k
A. Pursell
Executive VP & CFO17.8yrsUS$3.86m0.17%
$ 10.5m
James Lebeck
Executive VP3.4yrsUS$2.55m0.0062%
$ 393.1k
Blake Mckenna
Executive VP & COOless than a yearVeri yokVeri yok
Alan Bennett
VP, Controller & Principal Accounting Officer1.3yrsVeri yok0.00069%
$ 43.8k
Megan Hays
Vice President of Investor Relationsno dataVeri yokVeri yok
Julie Gray
Vice President of Marketing2.9yrsVeri yokVeri yok
Jason Sands
Vice President of Human Resources2.4yrsVeri yokVeri yok
Patrick Lytle
Senior Vice President of Finance1.3yrsVeri yok0.0053%
$ 339.1k
Richard Jenkins
Senior Vice President of Utah Business Unit1.3yrsVeri yok0.012%
$ 739.9k
Andrew Urie
Vice President of Exploration & Geoscienceno dataVeri yokVeri yok
Jason Menegatti
Senior Vice President of DJ Business Unitless than a yearVeri yokVeri yok
1.3yrs
Ortalama Görev Süresi
44.5yo
Ortalama Yaş

Deneyimli Yönetim: SM 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1.3 yıl), bu da yeni bir ekibin varlığını gösteriyor.


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Elizabeth McDonald
Presidentless than a yearUS$4.48m0.0023%
$ 144.2k
Rose Robeson
Independent Director11.9yrsUS$300.02k0.017%
$ 1.1m
Ramiro Peru
Independent Director11.8yrsUS$330.02k0.028%
$ 1.7m
Barton Brookman
Independent Director2.3yrsUS$285.04k0.011%
$ 708.8k
Julio Quintana
Independent Chairman of the Board19.9yrsUS$428.70k0.046%
$ 2.9m
Howard Willard
Independent Directorless than a yearVeri yok0.030%
$ 1.9m
Wouter van Kempen
Independent Directorless than a yearVeri yok0.056%
$ 3.6m
Morris Clark
Independent Directorless than a yearVeri yok0.026%
$ 1.7m
Carrie Fox
Independent Directorless than a yearVeri yok0.037%
$ 2.4m
Ashwin Venkatraman
Independent Director1.5yrsUS$280.02k0.0042%
$ 264.8k
1.0yrs
Ortalama Görev Süresi
60.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: SM 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilmiyor ( 1 yıllık ortalama görev süresi), bu da yeni bir yönetim kurulu olduğunu gösteriyor.


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/25 16:37
Gün Sonu Hisse Fiyatı2026/06/25 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

SM Energy Company 41 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Joseph AllmanBaird
Jeffrey RobertsonBarclays
Rudolf HokansonBarrington Research Associates, Inc.