Sm Energy Co (SM) — SEC Filings
Sm Energy Co (SM) — 45 SEC filings. Latest: 10-Q (May 7, 2026). Includes 25 8-K, 7 10-Q, 5 SC 13G/A.
View Sm Energy Co on SEC EDGAR
Overview
Sm Energy Co (SM) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a DEFA14A filed on Apr 8, 2026: SM Energy Co. filed a DEFA14A on April 8, 2026, related to additional definitive proxy soliciting materials. The filing includes various documents, such as the main DEFA14A filing, and graphic files named smenergyregnoticeproof1appb.jpg and smenergyregnoticeproof1appc.jpg. The company's mailing and
Sentiment Summary
Across 45 filings, the sentiment breakdown is: 3 bullish, 3 bearish, 38 neutral, 1 mixed. The dominant filing sentiment for Sm Energy Co is neutral.
Filing Type Overview
Sm Energy Co (SM) has filed 7 10-Q, 1 DEFA14A, 25 8-K, 1 10-Q/A, 2 DEF 14A, 2 10-K, 1 8-K/A, 5 SC 13G/A, 1 SC 13G with the SEC between Jan 2024 to May 2026.
Filings by Year
Recent SEC Filings (45)
Risk Profile
Risk Assessment: Of SM's 38 recent filings, 3 were flagged as high-risk, 20 as medium-risk, and 15 as low-risk. The overall risk profile suggests moderate risk with a balanced mix of positive and cautionary disclosures.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $2,449,078 |
| Net Income | $539,022 |
| EPS | $1.35 |
| Debt-to-Equity | 1.34 |
| Cash Position | $162,251 |
| Operating Margin | N/A |
| Total Assets | $9,089,500 |
| Total Debt | $3,241,087 |
Key Executives
- Herbert S. Vogel
- A. Wade Pursell
- Alan D. Bennett
- Javan D. Ottoson
- David M. Schlosser
- William E. Vance
- John A. Moran
- David M. Wood
- J. Kent Dotson
- William E. Scaggs
- David L. Schlosser
Industry Context
The oil and gas industry is characterized by significant capital expenditure, commodity price volatility, and increasing regulatory scrutiny. Companies often pursue mergers and acquisitions to gain scale, access new reserves, or achieve operational efficiencies. The current environment may favor consolidation, but integration risks and financing remain critical considerations.
Top Tags
oil-and-gas (6) · financials (5) · corporate-governance (4) · governance (4) · 8-k (4) · operations (4) · acquisition (4) · amendment (4) · sec-filing (3) · disclosure (3)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| SEC File Number | 001-31539 | Identifies the company's filing history with the SEC. |
| IRS Employer Identification No. | 41-0518430 | Unique tax identification number for the company. |
| Termination fee | $79.0 million | Payable by SM Energy to Civitas under specific merger termination conditions |
| Shares of common stock | 126.3 million | Anticipated issuance by SM Energy to Civitas stockholders and equity award holders in connection with the merger |
| Shares of common stock outstanding | 114,554,192 | As of October 22, 2025, prior to the merger |
| Expected merger completion | First quarter of 2026 | Anticipated timeline for the SM Energy-Civitas merger |
| Quarterly period ended | September 30, 2025 | Period covered by the 10-Q/A filing |
| Original Filing Date | November 3, 2025 | Date of the initial 10-Q filing before amendment |
| Amendment Filing Date | November 4, 2025 | Date the 10-Q/A was filed |
| Oil, gas, and NGL production revenue | $2,435,705 | Increased from $1,835,427 thousand in 2024 for the nine months ended September 30, 2025 |
| Net income | $539,022 | Decreased from $582,015 thousand in 2024 for the nine months ended September 30, 2025 |
| Oil, gas, and NGL production expense | $678,117 | Increased from $422,377 thousand in 2024 for the nine months ended September 30, 2025 |
| Depletion, depreciation, and amortization | $888,262 | Increased from $548,781 thousand in 2024 for the nine months ended September 30, 2025 |
| Capital expenditures | $1,221,736 | Increased from $957,156 thousand in 2024 for the nine months ended September 30, 2025 |
| Cash and cash equivalents | $162,251 | Increased from $0 at December 31, 2024, as of September 30, 2025 |
Forward-Looking Statements
- {"claim":"SM Energy Co's stock price may experience short-term downward pressure due to Vanguard's reduced stake.","entity":"SM Energy Co","targetDate":"Q1 2024","confidence":"medium"}
- {"claim":"Other institutional investors might re-evaluate their positions in SM Energy Co following Vanguard's reduction.","entity":"SM Energy Co","targetDate":"Q2 2024","confidence":"medium"}
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Frequently Asked Questions
What are the latest SEC filings for Sm Energy Co (SM)?
Sm Energy Co has 45 recent SEC filings from Jan 2024 to May 2026, including 25 8-K, 7 10-Q, 5 SC 13G/A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of SM filings?
Across 45 filings, the sentiment breakdown is: 3 bullish, 3 bearish, 38 neutral, 1 mixed. The dominant sentiment is neutral.
Where can I find Sm Energy Co SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Sm Energy Co (SM) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Sm Energy Co?
Key financial highlights from Sm Energy Co's most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for SM?
The investment thesis for SM includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Sm Energy Co?
Key executives identified across Sm Energy Co's filings include Herbert S. Vogel, A. Wade Pursell, Alan D. Bennett, Javan D. Ottoson, David M. Schlosser and 6 others.
What are the main risk factors for Sm Energy Co stock?
Of SM's 38 assessed filings, 3 were flagged high-risk, 20 medium-risk, and 15 low-risk.
What are recent predictions and forward guidance from Sm Energy Co?
Recent forward-looking statements from Sm Energy Co include guidance on {"claim":"SM Energy Co's stock price may experience short-term downward pressure due to Vanguard's reduced stake.","enti and 1 other predictions.