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 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.
SM Energy Company completed its previously announced sale of certain South Texas oil and gas assets, referred to as the South Texas Divestiture, for a cash purchase price of $950 million. After preliminary price adjustments and transaction costs, the Company received approximately $900 million in net cash proceeds.
SM Energy plans to use these proceeds to redeem in full, at par, the $819 million aggregate principal amount outstanding of its 6.75% and 5.0% Senior Notes due 2026, reducing near-term debt. Lenders also reaffirmed the Company’s credit facility borrowing base at $5.0 billion and commitments at $2.5 billion, supporting liquidity after the asset sale.
SM Energy Co reports that Vanguard Capital Management beneficially owns 12,239,916 shares of Common Stock. The filing states this equals 5.13% of the class and shows sole dispositive power over 12,239,916 shares and sole voting power over 1,702,143 shares, as disclosed in the Schedule 13G filed for the period ending 03/31/2026.
The disclosure notes ownership includes shares held for Vanguard funds and managed accounts and reflects dispositive authority exercised by Vanguard Capital Management and certain named affiliates.
Vanguard Portfolio Management reports beneficial ownership of 15,373,794 shares of SM Energy Co common stock, representing 6.44% of the class. The filing shows sole power to dispose over 15,373,794 shares and sole voting power for 139,305 shares. The Schedule 13G is signed by Ashley Grim on 04/29/2026.
SM Energy affiliate filed a Form 144 notifying a proposed sale of 100,000 shares. The filing lists a sale date of 03/26/2026 with a reported gross proceeds figure of $3,267,067.53. The notice also lists multiple previously issued stock awards: 600 shares (06/09/2015), 69,043 shares (07/01/2022), and 31,106 shares (07/12/2024).