SM ENERGY (SM)
Energy · oil and gas exploration and production · NYSE
SM Energy is an independent US-based upstream oil and gas producer focused on the exploration, development, and production of crude oil, natural gas, and NGLs.
What SM ENERGY does
SM Energy is an independent energy company engaged in the acquisition, exploration, development, and production of crude oil, natural gas, and natural gas liquids (NGLs). The company focuses its operations on high-quality assets in the United States, including those acquired through the integration of Civitas.
Themes: oil and gas exploration and production, energy sector consolidation, US energy independence
Fundamentals
- Price$37.20 as of 2026-08-21 close
- Market cap$8.8B as of 2026-08-21
- 1-year return+43.5% 2025-08-21 close $25.92 → 2026-08-21 close $37.20
- P/E7.66 as of 2026-08-24
- Net margin+19.1% as of 2026-08-24
- Gross margin+72.9% as of 2026-08-24
- ROE+16.5% as of 2026-08-24
- Debt / equity0.90 as of 2026-08-24
- Revenue growth (YoY)+17.3% FY2025 vs FY2024, SEC XBRL
- Revenue CAGR (3y)-2.1% SEC XBRL
- Beta0.98 as of 2026-08-24
- Last reported earnings2026-08-05 SEC EDGAR Form 8-K (Item 2.02)
Dividend: yield +1.6%; at least 5 years of non-decreasing per-share dividends (SEC XBRL) — we do not hold the year before it, so the real streak may be longer.
How SM compares in its sector
- price-to-earnings ratiobottom 25% 118 covered Energy peers, as of 2026-08-24
- net profit margintop 25% 149 covered Energy peers, as of 2026-08-24
- operating margintop 25% 149 covered Energy peers, as of 2026-08-24
- gross margintop 25% 142 covered Energy peers, as of 2026-08-24
- return on equitymiddle range 152 covered Energy peers, as of 2026-08-24
- 3-year revenue CAGRmiddle range 138 covered Energy peers
- indicated dividend yieldmiddle range 98 covered Energy peers, as of 2026-08-24
Position among covered Energy companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Top 10 scores & list membership
SM is not currently in any published Top 10 list. Its scores are below.
Long-term score
61.1 #157 of 987 scored · #17 of 64 in Energy
Valuation 91st (price to earnings 7.3, price to book 1.1) and long-term trend 80th (trading above its 200-day average); weakest is growth (16th, 3-year revenue CAGR -2.1%).
Short-term score
63.3 #86 of 1,704 scored · #8 of 86 in Energy
Catalysts 96th: the analyst consensus rating has improved toward "buy" since the prior reading; trend 82nd: the price is 15% above the average price paid over the period covered, so the typical buyer over that stretch is showing a gain; weakest is setup 28th: over the past year its closes ranged, and it has retraced only a small part of its move over the past year — 2% of it.
Scores as of 21 Aug 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 2.
Dividend coverage (FY2025)
Covered by reported results. In FY2025, SM's dividend was covered by reported results (earnings payout 14%, operating-cash-flow payout 5%). This describes past coverage, not a forecast.
- Earnings payout14% dividends / net income
- Operating-cash-flow payout5% dividends / operating cash flow — capital spending was not reported, so this does not subtract it
Coverage derived from reported SEC EDGAR XBRL figures for FY2025 (dividends paid vs. net income and free cash flow, same fiscal year). This describes PAST coverage for one fiscal year — it does not predict whether a dividend will be maintained, raised, or cut, and a one-year payout ratio can be distorted by non-recurring items. Informational only — not financial advice.
How SM ENERGY looks technically
SM ENERGY (SM) is trading 44.8% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed above its 200-day average about 98 trading days ago — a "golden cross", a bullish long-term signal. A trend is forming but not yet strong — ADX, a 0–100 trend-strength gauge, is 21 (a reading of 25+ marks a strong trend). Momentum is stretched — its 14-day RSI (a 0–100 momentum gauge) is 70, in overbought territory (above 70). MACD, a trend-momentum gauge, turned bullish about 8 trading days ago (its momentum flipped positive). It made a new 20-day high about 2 trading days ago. It is 2.7% below its 52-week high (its highest price of the past year).
Trend
8
| Distance from the 200-day | it is trading 44.8% above its 200-day average, the long-term trend line — a longer-term uptrend | +44.8% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $30.43 | $30.43 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $25.69 | $25.69 |
| Swing structure | its recent peaks and dips disagree — one of them is rising while the other is not, so there is no clean up or down pattern in the swings | mixed — one of the two is not confirming |
| Last swing turn | its last significant turn was a swing low 15 calendar days ago — the swings before that are what the structure reading is measured on | 15 sessions |
| Wave structure | its recent swings can be read as a completed three-part downward correction — a pullback in the A-B-C shape Elliott-wave chartists use; the labelling fails if price closes below 28.2. It is the only labelling that fits, though not with textbook proportions, and it describes the swings already printed, not what comes next. | possible three-wave downward correction, complete (atypical proportions) |
| Since the 50/200 cross | its 50-day average crossed above its 200-day average about 98 trading days ago — a "golden cross", a bullish long-term signal | 98 sessions |
| Trend strength (14-day ADX) | a trend is forming but not yet strong — ADX, a 0–100 trend-strength gauge, is 21 (a reading of 25+ marks a strong trend) | 21.4 |
Momentum
3
| 14-day RSI | momentum is stretched — its 14-day RSI (a 0–100 momentum gauge) is 70, in overbought territory (above 70) | 70.0 |
|---|---|---|
| Position in its 14-day range | it is trading near the top of its 14-day range ($28.20 to $38.25) — its "stochastic" reading is 90 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been slipping within that range over the last few sessions. | 89.6 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, turned bullish about 8 trading days ago (its momentum flipped positive) | 8 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $38.25 | $38.25 |
|---|---|---|
| From the 52-week high | it is 2.7% below its 52-week high (its highest price of the past year) | -2.8% |
| Above the 52-week low | it is 113.2% above its 52-week low (its lowest price of the past year) | +113.2% |
| Below the 52-week high | it is 2.7% below its highest point of the past year | 2.8% |
| Since a 20-day breakout | it made a new 20-day high about 2 trading days ago | 2 sessions |
| Since a 55-day breakout | it made a new 55-day high about 2 trading days ago | 2 sessions |
| All-time high | its highest closing price on record is $94.00 (set on 2013-12-06) | $94.00 |
| Given back of the 52-week move | over the past year its closes ranged ($17.57 to $37.64), and it has given back only a small part of its rise from last year’s low — 2% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $24.59 to $25.24. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 2.2% |
| From the all-time high | it is 60.4% below its all-time high | -60.4% |
| Nearest price level | it is trading 1.7% below a resistance level at $37.83 — a price it turned at twice since 2024-09-11, most recently on 2024-09-26. Since 2024-08-21 it has 11 such levels below the current price and 3 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | +1.7% |
| All-time low | its lowest closing price on record is $0.9 (set on 2020-03-18) | $0.9 |
| Above the all-time low | it is 4033.3% above its all-time low | +4,033% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are unusually wide versus its own recent history (wider than about 80% of the past ~6 months) | 80th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $1.48 between its high and its low — about 4.0% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $1.48 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $27.25 and $37.77 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $27.25 – $32.51 – $37.77 |
| Typical daily range (% of price) | its price moves about 4.0% in a typical session — about typical for the companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 4.0% |
| Stretch from the 200-day average | it is trading 7.8 daily ranges above its 200-day average price (44.8% above it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 7.8 daily ranges above its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 0.86× |
|---|
Analyst
2
| Change in the average price target | analysts have raised their average price target by 4.9% since the prior reading | +4.9% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating has improved toward "buy" since the prior reading | 0.13 toward buy |
Candlestick patterns
1
| Since a doji | 6 sessions ago it opened and closed at almost the same price after trading through a wider range — a "doji", the classic picture of buyers and sellers finishing the session level | 6 sessions ago |
|---|
Price gaps
3
| Gap at the open | it opened on 2026-08-21 0.5% above the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and traded back through that level before the close | +0.5% |
|---|---|---|
| Open gap | it gapped 2.4% above the previous close 1 session ago and has not traded back through the level it left behind at 36.14 — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed | +2.4% |
| Gap filled | a 3.4% gap down opened on 2026-08-04 has been "filled" 7 sessions ago — price traded back through the level the gap left behind, and it took 6 sessions to close | 7 sessions ago |
Price streaks
1
| Closing streak | it closed lower in its latest session, after a session that did not close lower — a single down day rather than a run | 1 session down |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock beat the market by 13.1 percentage points (the stock gained 15.5% while the market gained 2.3%) | +13.1% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock beat the market by 8.8 percentage points (the stock gained 11.9% while the market gained 3.1%) | +8.8% |
| vs market, 6 months | over the past 6 months this stock beat the market by 46.2 percentage points (the stock gained 57.2% while the market gained 11.1%) | +46.2% |
| vs market, 12 months | over the past 12 months this stock beat the market by 23.0 percentage points (the stock gained 43.5% while the market gained 20.5%) | +23.0% |
Signal agreement
2
| Bullish technical signals | 6 of the 9 technical signals we can compute for it are currently in a bullish state: a "golden cross" — its 50-day average is above its 200-day, trading above its 200-day average, a fresh 20-day high, MACD momentum is positive, outperforming the market over 6 months, trading above the Ichimoku cloud — these describe past price behaviour, not a forecast | 6 of 9 |
|---|---|---|
| Bearish technical signals | 2 of the 9 technical signals we can compute for it are currently in a bearish state: its RSI momentum gauge is overbought (a stretched reading), near the top of its 14-day range (overbought) — these describe past price behaviour, not a forecast | 2 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 21% above the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-07-16 and projected forward over today's price, the side traders read as an established uptrend, with the band below acting as the level that would have to give way. The band itself is moderate, spanning 3.9% of the share price. | +21.3% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 41% above the average price paid so far this year, so the typical buyer over that stretch is showing a gain. That average is $26.42 — a volume-weighted average of daily closes over 157 sessions, not a true tick-by-tick VWAP. | +40.8% |
|---|---|---|
| Vs the average paid since it last reported | the price is 15% above the average price paid since it last reported on 2026-07-16 (its 8-K), so the typical buyer over that stretch is showing a gain. That average is $32.27 — a volume-weighted average of daily closes over 27 sessions, not a true tick-by-tick VWAP. | +15.3% |
Price levels it has turned at before
SM last closed at $37.20 on 2026-08-21. Since 2024-08-21 it has turned at 11 prices below its last close and 3 above; the 3 nearest below and the 3 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $37.83 | Resistance | 1.7% above the last close | turned there twice · 2024-09-11 to 2024-09-26 |
| $35.99 | Support | 3.2% below the last close | turned there twice · 2024-12-20 to 2026-05-20 |
| $39.53 | Resistance | 6.3% above the last close | turned there twice · 2024-11-01 to 2024-12-06 |
| $34.44 | Support | 7.4% below the last close | turned there twice · 2026-06-03 to 2026-07-23 |
| $29.21 | Support | 21.5% below the last close | turned there four times · 2025-07-11 to 2026-07-28 |
| $46.40 | Resistance | 24.7% above the last close | turned there twice · 2024-10-11 to 2024-11-22 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
Its recent swings can be read as a three-part downward correction — the A-B-C shape chartists use for a pullback — now complete.
This labelling fails — stops being a possible reading at all — if it closes below $28.20.
It is the only labelling that fits these swings, though its proportions are not the textbook ones. It was chosen from 3 labellings that survived the rules, counting shorter readings of the same bars.
This labelling was already in place when we began recording count changes on 2026-08-13, so how long it has stood is not something we can say yet.
Read from daily closes as of 2026-08-21.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading above the 200-day moving average · Overbought (14-day RSI above 70) · Near the 52-week high · Broke out to a new 20-day high · Analyst price target recently RAISED · beating the market | Learn: moving average · golden cross · adx · rsi · macd · breakout · fifty two week high low
Based on daily closing prices as of 2026-08-21. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingBuy (1.67 mean, 1=Strong Buy…5=Strong Sell) — 15 analysts
- Mean price target$41.13 range $32.00 – $52.00; median $40.00
Analyst estimates, as of 2026-08-24. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for SM
- Consensus EPS estimate$1.68 next reporting period, as of 2026-08-24
Change over time is not available yet: it needs two readings of the same reporting period at least 30 days apart, and we have been recording these estimates since 2026-08-04. An estimate for a DIFFERENT quarter is not a revision, so a reading from before the last report is never compared with one after it.
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Volatility in commodity prices for oil, natural gas, and NGLs.","Integration risks and potential business disruptions associated with the merger with Civitas.","Exposure to geopolitical instability and supply chain disruptions affecting exploration and production activities."]
Insider activity (SEC Form 4)
No open-market insider purchases or sales recorded in the last 90 days.
- Last 180 days0 buys · 1 sell ($834311) — 1 selling insider
Most recent open-market transaction: 2026-05-21. As of 2026-08-24.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about SM's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Institutional ownership (13F)
4 institutional 13F filers reported holding SM as of 2026-03-31 (quarter-end position, filed within 45 days).
- Distinct 13F filers 4
- Reported shares held 55,832,134
- Reported value $1,740,845,962
reported quarterly holdings change (2025-12-31 → 2026-03-31): 0 new, 4 increased, 0 decreased, 1 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Short interest (FINRA)
SM had 12,641,149 shares of reported short interest as of the 2026-07-31 FINRA settlement date (delayed, bi-monthly; not real-time).
SM had 5.31% of its shares outstanding sold short as of the 2026-07-31 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 4.21 days to cover at the same settlement.
- Reported short interest (shares) 12,641,149
- Short interest (% of shares outstanding) 5.31%
- Prior settlement (shares) 15,176,402
- Reported change -16.71%
- Days to cover (reported) 4.21
Reported to FINRA as of the 2026-07-31 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
SM ENERGY is found in…
Frequently asked questions
What does SM ENERGY (SM) do?
SM Energy is an independent energy company engaged in the acquisition, exploration, development, and production of crude oil, natural gas, and natural gas liquids (NGLs). The company focuses its operations on high-quality assets in the United States, including those acquired through the integration of Civitas.
What sector is SM ENERGY (SM) in?
SM ENERGY (SM) is classified in the Energy sector. Its industry is oil and gas exploration and production. It trades on NYSE.
Does SM pay a dividend?
Yes — SM ENERGY (SM) pays a dividend, with an indicated yield of about 1.58% and at least 5 years of non-decreasing per-share dividends (SEC EDGAR XBRL) — we do not hold the year before it, so the real streak may be longer (market data, as of 2026-08-24). Informational only — not financial advice.
Is SM ENERGY (SM) overbought or oversold right now?
SM ENERGY (SM) is currently in overbought territory (its 14-day RSI is 70, above 70) (as of 2026-08-21). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on SM come from?
Fundamentals and prices come from market data, as of 2026-08-24; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: market data, as of 2026-08-24. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.