Welcome to our dedicated page for Sm Energy SEC filings (Ticker: SM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
SM Energy Company filings document the regulatory disclosures of an independent upstream oil and gas company producing crude oil, natural gas, and NGLs across Colorado, New Mexico, Texas, and Utah. Its 8-K reports furnish operating and financial results, realized commodity prices, derivative activity, share data, and related earnings materials.
The filing record also covers capital-structure and financing matters, including senior note issuances, purchase agreements, subsidiary guarantees, and tender offer disclosures for outstanding notes. Proxy materials and related filings address shareholder voting, governance matters, executive and board oversight, and other public-company disclosure topics.
SM Energy Company has fully redeemed its 6.75% Senior Notes due 2026, simplifying its debt structure. On June 1, 2026, the company paid $419,235,000, plus accrued and unpaid interest, to retire all outstanding principal on these notes under its existing indenture documents.
With this payment, SM Energy satisfied all remaining obligations related to the 2026 Senior Notes, and both the notes and associated guarantees were cancelled upon settlement. This action removes an entire bond issue from the company’s capital structure and eliminates future interest payments on this specific debt.
SM Energy Company reported board and compensation actions alongside results of its annual stockholder meeting. The board amended and restated a Change of Control Executive Severance Agreement for President and CEO Elizabeth A. McDonald, detailing cash and benefit payments if her employment is terminated in connection with a change of control.
The board also increased long-term incentive targets, setting Ms. McDonald’s target at $5,800,000 (40% restricted stock units, 60% performance share units) and Executive Vice President and COO Blake D. McKenna’s target at $2,400,000 (50% restricted stock units, 50% performance share units). At the annual meeting, stockholders re-elected all incumbent directors by majority vote, gave non-binding approval to executive compensation, and ratified Deloitte & Touche LLP as independent auditor for 2026.
SM Energy Co director Ramiro G. Peru reported an open-market sale of company stock. He sold 24,553 shares of common stock at a price of $33.98 per share. After this transaction, he directly holds 65,964 shares of SM Energy common stock.
SM Energy submitted a Form 144 notice reporting proposed sales of Common stock originally issued in lieu of services. The filing lists multiple grant dates and amounts, including 3,850 shares (12/31/2024), 6,541 shares (12/31/2023), and 3,621 shares (12/31/2022).
SM Energy filed a Form 144 notice listing multiple blocks of Common Stock proposed for sale. The excerpt lists ledger entries showing quantities tied to employee plans (ESPP, RSU) with transaction dates such as 06/30/2023, 12/29/2023, 06/28/2024, and 07/03/2023.
The filing shows individual lot quantities including 451, 293, 393, 1,070, 870, and 523 shares associated with ESPP and RSU entries. Broker/firm info includes Edward Jones and an NYSE line with date 05/18/2026.
SM Energy Co filing: an amended Schedule 13G/A states that Canada Pension Plan Investment Board and its subsidiary CPPIB Crestone Peak Resources Canada Inc. beneficially hold 14,493,791 shares of SM Energy common stock, equal to 6.1% of 238,359,166 shares outstanding as of February 2, 2026. The cover pages report shared voting and dispositive power over the reported shares. The amendment is signed on May 15, 2026.
SM Energy Co reported a Schedule 13G showing Canada Pension Plan Investment Board entities beneficially own 14,493,791 shares of Common Stock, representing 6.1% of the class. The shares are directly held by CPPIB Crestone Peak Resources Canada Inc., a wholly owned subsidiary of the Canada Pension Plan Investment Board. The 6.1% figure is calculated using 238,359,166 shares outstanding as of February 2, 2026, per the issuer's Form 10-K.
SM Energy Company redeemed all of its 5.000% Senior Notes due 2026 by paying $400 million plus accrued and unpaid interest on May 11, 2026. These notes were issued under an indenture originally dated October 13, 2021.
By completing this redemption, the company satisfied all remaining obligations under the indenture governing the 2026 Senior Notes, and the redeemed notes and related guarantees were cancelled upon settlement.
SM Energy Company reported sharply larger operations following its January 2026 merger with Civitas Resources, but posted a first-quarter 2026 net loss of $335 million, or $1.68 per share, mainly from a $697 million net derivative loss as oil forward prices rose.
Oil, gas, and NGL production revenue increased to $1,477 million from $840 million a year earlier, driven by higher volumes, particularly in the Permian and newly added DJ Basin assets. Net cash provided by operating activities rose to $640 million, while costs incurred in oil and gas activities totaled $725 million.
The Civitas Merger added about 124 million SM shares and $2,664 million of consideration, significantly expanding Permian and DJ positions and increasing total assets to $19,144 million. SM also agreed to sell certain South Texas assets for about $900 million and issued $1,000 million of 2034 Senior Notes while tendering higher-coupon Civitas 2028 notes.
SM Energy Company reported first quarter 2026 results shaped by its merger with Civitas Resources. Average net daily production jumped to 371.2 MBoe/d, including 190.3 MBbl/d of oil, and the company raised full-year 2026 production guidance to 410–430 MBoe/d while reaffirming capital spending of $2.65–$2.85 billion.
SM reported a net loss of $335 million, or $1.68 per diluted share, largely from a $697 million net derivative loss tied to mark-to-market hedge impacts, while adjusted net income was $309 million, or $1.55 per diluted share. Operating cash flow was $640 million, and adjusted free cash flow was $20 million after integration and one-time capital costs.
The company increased its annualized run-rate synergy target from the Civitas merger to $375 million, with about $300 million already actioned. It closed a $950 million sale of South Texas assets, using roughly $900 million of proceeds to redeem $819 million of 2026 Senior Notes, and refinanced nearly $900 million of 8.375% debt with $1.0 billion of new 6.625% Senior Notes due 2034. SM also raised its annual fixed dividend 10% to $0.88 per share and plans to allocate 20% of post-dividend free cash flow to share repurchases.