SM
SM Energy CoPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Feb 25 SM Energy reported strong 2025 results with record production, opera…
- R Apr 30 SM Energy closed the sale of ~61,000 net acres in its southern Maver…
- S May 21 1 insider sell $834.3K at $33.98
- A Aug 13 Wells Fargo upgrades
- S Aug 21 1 insider sell $647.9K at $37.02
- A Sep 3 Seaport Global initiates
- S Sep 10 1 insider sell $139.7K at $38.28
- A Oct 15 Scotiabank initiates
Signal stack
Where each data set points today.
- InsidersBEARISH
3 insiders sold $1.6M.
- InstitutionsMIXED
Q2 2026: 37 added (1 new), 27 trimmed or exited. Largest new: Fuller & Thaler Asset Management, $59.5M.
- AnalystsBULLISH
19 of 26 rate it Buy or better. Median target $46.50 (+16%).
- Short sellersSTEADY
Short interest +3.5% to 13.96M shares. 3.0 days to cover, ≈5.9% of shares.
- TrendUPTREND
9% above its 50-day average.
- SocialQUIET
Crowd 50° (neutral) this week from 1 mention: 0 bullish, 0 bearish. No setup call.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| MACKENZIE FINANCIAL CORP | ADD | $95.9M |
| FULLER & THALER ASSET MANAGEMENT, INC. | NEW | $59.5M |
| Qube Research & Technologies Ltd | DOUBLED | $44.2M |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | $28.3M |
| Boston Partners | DOUBLED | $25.0M |
| FIRST TRUST ADVISORS LP | TRIM | $24.0M |
| UBS Group AG | TRIM | $22.0M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | $21.9M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
26 analystsPrice is inside the target range. Median implies +16%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 20, 2026 | Susquehanna MAINTAIN | Neutral |
| Oct 15, 2026 | Scotiabank INITIATE | Sector Perform |
| Oct 7, 2026 | Truist Securities MAINTAIN | Buy |
| Sep 15, 2026 | Keybanc MAINTAIN | Overweight |
| Sep 14, 2026 | UBS MAINTAIN | Buy |
| Sep 3, 2026 | Seaport Global INITIATE | Sell |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 10, 2026 | Venkatraman Ashwin Director | SELL | $139.7K |
| Aug 21, 2026 | Lebeck James Barker EVP, GC & Corp Secretary | SELL | $647.9K |
| Aug 21, 2026 | PURSELL A WADE EVP & CFO | GIFT | 5,000 sh |
| Jul 24, 2026 | McDonald Elizabeth Anne President & CEO | AWARD | 90,168 sh |
| Jul 24, 2026 | Lebeck James Barker EVP, GC & Corp Secretary | EXERCISE | 7,520 sh |
| Jul 24, 2026 | Bennett Alan D Vice President - Controller | AWARD | 7,288 sh |
| Jul 24, 2026 | Lebeck James Barker EVP, GC & Corp Secretary | TAX W/H | $85.9K |
| Jul 24, 2026 | Lebeck James Barker EVP, GC & Corp Secretary | AWARD | 42,752 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
12 filings · 2 bullish · 0 bearish · 10 neutral- NEUTRAL 8-KOct 14, 2026
SM Energy Co filed an 8-K with preliminary Q3 2026 earnings considerations, disclosing average…
Monitor the full Q3 2026 earnings release for actual production volumes, capital expenditures, and updated guidance. The $207 million derivative settlement loss is a known cash outflow, but the…
- NEUTRAL PRESS-RELEASEOct 5, 2026
SM Energy Company announced it will host a conference call on November 4, 2026 to discuss its Q3…
- NEUTRAL PRESS-RELEASEJul 8, 2026
SM Energy Company announced it will host a conference call on August 6, 2026 to discuss its Q2…
- NEUTRAL 8-KMay 22, 2026
SM Energy filed an 8-K reporting its annual shareholder meeting results and several executive…
No immediate trading catalyst — these are routine post-merger retention and compensation updates. Monitor the next 10-Q for potential changes in stock-based compensation expense from the increased…
All SM filing & press-release reports (12)
- 8-K reportOct 14, 2026
- PRESS-RELEASE reportOct 5, 2026
- PRESS-RELEASE reportJul 8, 2026
- 8-K reportMay 22, 2026
- 8-K reportMay 12, 2026
- 8-K reportApr 30, 2026
- 8-K reportApr 17, 2026
- DEFA14A reportApr 8, 2026
- 8-K reportApr 2, 2026
- 8-K reportMar 18, 2026
- 8-K reportMar 5, 2026
- 8-K reportFeb 25, 2026