SM Energy Co is an independent energy company engaged in the acquisition, exploration, development, and production of oil, gas, and NGLs in Texas and Utah. The Company operates in the oil and gas extraction industry, focused on exploration and production activities, onshore in the United States. Its portfolio is comprised of assets in the Midland Basin of West Texas, the Maverick Basin of South Texas, and the Uinta Basin of northeastern Utah.
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The chart shows the growth of an initial investment of $10,000 in SM Energy Company, comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
SM Energy Company (SM) has returned 64.36% so far this year and 45.33% over the past 12 months. Looking at the last ten years, SM has achieved an annualized return of 5.31%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
The table below presents the monthly returns of SM Energy Company (SM) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.51% | 22.84% | 26.75% | 1.46% | ||||||||
| 2025 | -4.04% | -13.42% | -8.88% | -23.47% | 2.81% | 0.90% | 11.66% | -1.52% | -12.23% | -16.27% | -6.66% | -2.60% |
| 2024 | -5.60% | 17.25% | 12.66% | -3.02% | 4.07% | -14.77% | 6.57% | -1.06% | -11.22% | 6.44% | 4.15% | -14.19% |
| 2023 | -4.72% | -9.09% | -3.06% | -6.18% | -4.26% | 19.72% | 14.55% | 17.95% | -7.53% | 1.38% | -7.60% | 3.83% |
| 2022 | 11.26% | 9.67% | 6.71% | -9.22% | 38.99% | -30.51% | 19.51% | 10.23% | -12.96% | 13.30% | -6.69% | -19.95% |
| 2021 | 35.98% | 62.68% | 13.29% | -6.06% | 21.27% | 18.07% | -27.94% | 1.81% | 38.26% | 29.12% | -17.61% | -3.12% |
| 2020 | -19.26% | -28.04% | -81.87% | 249.14% | -12.00% | 6.53% | -21.54% | -17.35% | -34.57% | 3.87% | 169.43% | 40.69% |
| 2019 | 30.89% | -17.18% | 6.06% | -10.30% | -26.06% | 6.46% | -21.00% | -0.21% | 5.79% | -19.42% | 4.01% | 33.18% |
| 2018 | 4.06% | -21.62% | -1.96% | 34.02% | 10.41% | -2.36% | 8.18% | 11.07% | 4.72% | -23.22% | -16.97% | -27.29% |
| 2017 | -14.42% | -20.28% | -5.43% | -5.99% | -24.98% | -2.94% | 4.26% | -22.64% | 32.59% | 24.81% | -4.80% | 4.99% |
| 2016 | 73.79% | 2.04% | -12.68% | 1.08% | 40.50% | 2.80% | -13.64% | 16.28% | -18.54% |
The charts below present risk-adjusted performance metrics for SM Energy Company (SM) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of SM compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
The current SM Energy Company volatility is 3.37%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 9.25B | 8.58B | 6.38B | 5.72B | 5.23B | 4.98B | 6.29B | 6.35B | 6.18B | 6.39B | 5.62B | 6.52B | 4.71B | 4.20B | 3.80B |
| Equity Attributable To Parent (USD) | 4.81B | 4.24B | 3.62B | 3.09B | 2.06B | 2.02B | 2.75B | 2.92B | 2.39B | 2.50B | 1.85B | 2.29B | 1.61B | 1.41B | 1.46B |
| Equity Attributable To Noncontrolling Interest (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Equity (USD) | 4.81B | 4.24B | 3.62B | 3.09B | 2.06B | 2.02B | 2.75B | 2.92B | 2.39B | 2.50B | 1.85B | 2.29B | 1.61B | 1.41B | 1.46B |
| Other Non-current Liabilities (USD) | - | - | - | - | 200.36M | - | - | - | - | - | - | - | 859.21M | - | - |
| Long-term Debt (USD) | - | - | - | - | 2.08B | - | - | - | - | - | - | - | 1.60B | - | - |
| Noncurrent Liabilities (USD) | 3.27B | 3.55B | 2.13B | 2.03B | 2.28B | 2.38B | 3.07B | 2.97B | 3.22B | 3.48B | 3.47B | 3.45B | 2.46B | 2.24B | 1.83B |
| Other Current Liabilities (USD) | 1.04B | 661.21M | 471.68M | 518.89M | 817.22M | 489.83M | 378.41M | 378.52M | 519.74M | 380.41M | 261.37M | - | - | - | - |
| Wages (USD) | 49.00M | 46.24M | 54.82M | 35.80M | 47.04M | 30.91M | 41.54M | 31.49M | 39.47M | 34.76M | 41.15M | - | - | - | - |
| Accounts Payable (USD) | 77.00M | 82.50M | 107.32M | 43.90M | 25.07M | 63.01M | 52.09M | 56.05M | - | - | - | - | - | - | - |
| Current Liabilities (USD) | 1.17B | 789.95M | 633.81M | 598.58M | 889.33M | 583.74M | 472.04M | 466.05M | 559.21M | 415.17M | 302.53M | 784.66M | 639.13M | 541.55M | 505.81M |
| Liabilities (USD) | 4.44B | 4.34B | 2.76B | 2.63B | 3.17B | 2.96B | 3.54B | 3.43B | 3.78B | 3.90B | 3.77B | 4.23B | 3.10B | 2.79B | 2.34B |
| Other Non-current Assets (USD) | 240.00M | 149.24M | 87.13M | 96.06M | 44.79M | 70.90M | - | 92.43M | 72.87M | - | - | - | - | - | - |
| Intangible Assets (USD) | - | - | - | - | - | - | - | - | - | - | - | - | 10.80M | 10.80M | 7.10M |
| Fixed Assets (USD) | 8.20B | 7.99B | 5.38B | 4.88B | 4.58B | 4.70B | 5.95B | 5.83B | 5.55B | 6.08B | 4.95B | 5.50B | 3.86B | 3.68B | 3.10B |
| Noncurrent Assets (USD) | 8.44B | 8.14B | 5.46B | 4.98B | 4.62B | 4.77B | 85.95M | 5.92B | 5.63B | 87.52M | 152.37M | 267.75M | 197.87M | 181.77M | 239.14M |
| Current Assets (USD) | 811.00M | 434.70M | 916.44M | 737.20M | 613.19M | 203.67M | 252.63M | 429.26M | 549.12M | 224.64M | 518.99M | 745.04M | 647.50M | 340.56M | 463.20M |
| Assets (USD) | 9.25B | 8.58B | 6.38B | 5.72B | 5.23B | 4.98B | 6.29B | 6.35B | 6.18B | 6.39B | 5.62B | 6.52B | 4.71B | 4.20B | 3.80B |
Gas prices have surged to $3.98/gallon, nearly double Trump's $2 promise, due to the Iran war. Diesel has jumped 43% to $5.38 nationally and over $7 in California. Consumer sentiment has declined sharply as inflation expectations rise. Energy companies and refiners are posting strong gains, with SM Energy up 44% and PBF Energy up 40% month-to-date, benefiting from wider profit margins.
EnerCom announced the initial list of presenting companies for its 31st annual Energy Investment Conference scheduled for August 17-19, 2026, in Denver, Colorado. The conference will feature over 70 companies from the oil and gas and energy transition sectors, attracting more than 1,000 attendees including institutional investors, analysts, and industry professionals. The event includes presentations, one-on-one meetings, and networking opportunities for investment professionals.
The article identifies five under-followed stocks positioned for growth amid market volatility dominated by mega-cap tech stocks. These stocks combine sector tailwinds, explosive growth, and unique catalysts: QXO (building products distributor), SM Energy (oil and gas producer), Mach Natural Resources (energy company), Century Aluminum (aluminum producer), and Rush Street Interactive (online gaming platform). All five stocks are rated as 'Buy' with significant upside potential ranging from 14.6% to 32.4%.
SM Energy Company announced its 2026 outlook focused on maximizing free cash flow through disciplined capital investments following its merger with Civitas Resources. The company increased its quarterly dividend by 10% to $0.88 per share annually, plans $2.65-$2.85 billion in capital expenditures with 14% lower spending, and targets $950 million in asset divestitures. The strategy balances debt reduction with shareholder returns through increased buybacks and dividend payments.
Law firm investigating potential securities law violations and fiduciary duty breaches for several companies involved in mergers and acquisitions.
Law firm Brodsky & Smith is investigating potential breaches of fiduciary duties by boards of several companies during merger and acquisition processes, focusing on whether shareholders are receiving fair value.
Law firm Monteverde & Associates is investigating the merger between SM Energy Company and Civitas Resources, Inc., where SM Energy shareholders will own approximately 48% of the combined company.
Civitas Resources and SM Energy announced a $12.8 billion merger that will create a leading oil and gas company with 823,000 net acres in top U.S. shale basins, primarily in the Permian Basin, with expected annual synergies of $200-300 million.
SM Energy Company announced a quarterly cash dividend of $0.20 per share, payable on November 3, 2025, to stockholders of record as of October 17, 2025.
SM Energy Company announced a quarterly cash dividend of $0.20 per share, payable on August 4, 2025, to stockholders of record as of July 18, 2025.