SM Energy Ownership
| SM Stock | USD 50.84 0.40 0.79% |
Shares in Circulation | First Issued 1990-03-31 | Previous Quarter 118.3 M | Current Value 116.6 M | Avarage Shares Outstanding 67.9 M | Quarterly Volatility 30.5 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
SM Energy |
SM Energy Stock Ownership Analysis
About 98.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.61. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. SM Energy has Price/Earnings To Growth (PEG) ratio of 0.71. The entity recorded earning per share (EPS) of 6.86. The firm last dividend was issued on the 18th of April 2024. SM Energy had 2:1 split on the 1st of April 2005. SM Energy Company, an independent energy company, engages in the acquisition, exploration, development, and production of oil, natural gas, and natural gas liquids in the state of Texas. SM Energy Company was founded in 1908 and is headquartered in Denver, Colorado. Sm Energy operates under Oil Gas EP classification in the United States and is traded on New York Stock Exchange. It employs 506 people. To find out more about SM Energy Co contact Javan Ottoson at 303 861 8140 or learn more at https://sm-energy.com.Besides selling stocks to institutional investors, SM Energy also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different SM Energy's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align SM Energy's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
SM Energy Quarterly Liabilities And Stockholders Equity |
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SM Energy Insider Trades History
Only 1.47% of SM Energy Co are currently held by insiders. Unlike SM Energy's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against SM Energy's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of SM Energy's insider trades
SM Energy Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as SM Energy is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading SM Energy Co backward and forwards among themselves. SM Energy's institutional investor refers to the entity that pools money to purchase SM Energy's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | River Road Asset Management, Llc | 2023-12-31 | 1.8 M | Renaissance Technologies Corp | 2023-12-31 | 1.7 M | Charles Schwab Investment Management Inc | 2023-12-31 | 1.6 M | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 1.5 M | Bank Of New York Mellon Corp | 2023-12-31 | 1.4 M | Northern Trust Corp | 2023-12-31 | 1.4 M | Aventail Capital Group, Lp | 2023-12-31 | 1.4 M | Westwood Holdings Group Inc | 2023-12-31 | 1.3 M | Amvescap Plc. | 2023-12-31 | 1.1 M | Blackrock Inc | 2023-12-31 | 20.2 M | Vanguard Group Inc | 2023-12-31 | 14.3 M |
SM Energy Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific SM Energy insiders, such as employees or executives, is commonly permitted as long as it does not rely on SM Energy's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases SM Energy insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Brookman Barton R Jr over three weeks ago Disposition of tradable shares by Brookman Barton R Jr of SM Energy subject to Rule 16b-3 | ||
Brookman Barton R Jr over a month ago Acquisition by Brookman Barton R Jr of 18 shares of SM Energy subject to Rule 16b-3 | ||
A Pursell over a month ago Disposition of 5000 shares by A Pursell of SM Energy subject to Rule 16b-3 | ||
Zubieta Dennis A over three months ago Exercise or conversion by Zubieta Dennis A of 1356 shares of SM Energy subject to Rule 16b-3 | ||
Zubieta Dennis A over six months ago Payment of 2335 shares by Zubieta Dennis A of SM Energy subject to Rule 16b-3 | ||
Zubieta Dennis A over six months ago Acquisition by Zubieta Dennis A of 832 shares of SM Energy subject to Rule 16b-3 |
SM Energy Outstanding Bonds
SM Energy issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. SM Energy uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most SM Energy bonds can be classified according to their maturity, which is the date when SM Energy Co has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| SM Energy 5625 Corp BondUS78454LAL45 | View | |
| US78454LAW00 Corp BondUS78454LAW00 | View | |
| SM ENERGY 6625 Corp BondUS78454LAP58 | View | |
| SM ENERGY 675 Corp BondUS78454LAN01 | View |
SM Energy Corporate Filings
| 4th of April 2024 Other Reports | ViewVerify | |
F4 | 21st of March 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F3 | 26th of February 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
10K | 22nd of February 2024 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
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When determining whether SM Energy is a strong investment it is important to analyze SM Energy's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact SM Energy's future performance. For an informed investment choice regarding SM Energy Stock, refer to the following important reports:Check out World Market Map to better understand how to build diversified portfolios, which includes a position in SM Energy Co. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in population. You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.
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When running SM Energy's price analysis, check to measure SM Energy's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy SM Energy is operating at the current time. Most of SM Energy's value examination focuses on studying past and present price action to predict the probability of SM Energy's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move SM Energy's price. Additionally, you may evaluate how the addition of SM Energy to your portfolios can decrease your overall portfolio volatility.
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Is SM Energy's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of SM Energy. If investors know SM Energy will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about SM Energy listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.013 | Dividend Share 0.63 | Earnings Share 6.86 | Revenue Per Share 19.117 | Quarterly Revenue Growth (0.09) |
The market value of SM Energy is measured differently than its book value, which is the value of SM Energy that is recorded on the company's balance sheet. Investors also form their own opinion of SM Energy's value that differs from its market value or its book value, called intrinsic value, which is SM Energy's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because SM Energy's market value can be influenced by many factors that don't directly affect SM Energy's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between SM Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine if SM Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SM Energy's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.