Last 7 days
-6.2%
Last 30 days
-2.2%
Last 90 days
-14.6%
Trailing 12 Months
0.5%
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2023 | 3.1B | 2.6B | 0 | 0 |
2022 | 3.0B | 3.5B | 3.5B | 3.4B |
2021 | 1.2B | 1.6B | 2.1B | 2.6B |
2020 | 1.6B | 1.4B | 1.3B | 1.1B |
2019 | 1.6B | 1.6B | 1.5B | 1.6B |
2018 | 1.5B | 1.8B | 2.0B | 2.1B |
2017 | 1.4B | 1.2B | 1.2B | 1.1B |
2016 | 1.3B | 1.1B | 1.1B | 1.2B |
2015 | 2.3B | 2.1B | 1.9B | 1.6B |
2014 | 2.4B | 2.6B | 2.6B | 2.5B |
2013 | 1.6B | 1.9B | 2.1B | 2.3B |
2012 | 1.7B | 1.6B | 1.4B | 1.5B |
2011 | 1.0B | 1.2B | 1.5B | 1.6B |
2010 | 993.1M | 999.6M | 1.0B | 1.1B |
2009 | 0 | 820.8M | 782.0M | 832.2M |
2008 | 0 | 0 | 0 | 1.3B |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Nov 09, 2023 | pursell a wade | gifted | - | - | -1,000 | evp & cfo |
Sep 07, 2023 | vogel herbert s | gifted | - | - | -5,000 | president & ceo |
Aug 30, 2023 | quintana julio m | sold | -1,850,640 | 42.06 | -44,000 | - |
Aug 29, 2023 | peru ramiro g | sold | -644,664 | 41.14 | -15,670 | - |
Aug 23, 2023 | pursell a wade | gifted | - | - | -4,000 | evp & cfo |
Aug 23, 2023 | robeson rose m | sold | -1,189,500 | 39.65 | -30,000 | - |
Aug 07, 2023 | lytle patrick a | sold | -249,759 | 38.46 | -6,494 | vp - chief accounting officer |
Jul 03, 2023 | lytle patrick a | sold (taxes) | -43,870 | 31.63 | -1,387 | vp - chief accounting officer |
Jul 03, 2023 | lutey mary ellen | acquired | - | - | 14,948 | svp - expl., development & ehs |
Jul 03, 2023 | lytle patrick a | acquired | - | - | 4,816 | vp - chief accounting officer |
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
Dec 06, 2023 | Raleigh Capital Management Inc. | new | - | 6,701 | 6,701 | -% |
Dec 06, 2023 | CITIGROUP INC | reduced | -29.36 | -896,474 | 6,933,910 | -% |
Nov 30, 2023 | Neo Ivy Capital Management | reduced | -10.79 | 141,000 | 1,332,000 | 0.58% |
Nov 24, 2023 | DEUTSCHE BANK AG\ | reduced | -65.51 | -3,841,470 | 2,926,370 | -% |
Nov 22, 2023 | CONNORS INVESTOR SERVICES INC | added | 0.23 | 684,000 | 3,350,000 | 0.41% |
Nov 22, 2023 | Public Sector Pension Investment Board | reduced | -31.44 | -950,887 | 5,815,470 | 0.04% |
Nov 22, 2023 | KBC Group NV | unchanged | - | - | 289,000 | -% |
Nov 22, 2023 | Verity Asset Management, Inc. | new | - | 280,048 | 280,048 | 0.21% |
Nov 21, 2023 | Walleye Trading LLC | added | 308 | 826,163 | 1,026,700 | -% |
Nov 21, 2023 | COMERICA BANK | reduced | -52.7 | 6,613,440 | 6,613,440 | 0.03% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Feb 09, 2023 | vanguard group inc | 12.70% | 15,599,887 | SC 13G/A | |
Jan 23, 2023 | blackrock inc. | 16.7% | 20,555,732 | SC 13G/A | |
Feb 14, 2022 | maple rock capital partners inc. | - | 0 | SC 13G/A | |
Feb 14, 2022 | state street corp | 5.07% | 6,160,116 | SC 13G/A | |
Jan 27, 2022 | blackrock inc. | 15.8% | 19,248,951 | SC 13G/A | |
Jan 26, 2022 | blackrock inc. | 15.8% | 19,248,951 | SC 13G/A | |
Jan 10, 2022 | vanguard group inc | 11.37% | 13,811,934 | SC 13G/A | |
Feb 16, 2021 | maple rock capital partners inc. | 7.78% | 8,911,964 | SC 13G | |
Feb 12, 2021 | dimensional fund advisors lp | 1.4% | 1,635,740 | SC 13G/A | |
Feb 10, 2021 | state street corp | 5.47% | 6,262,561 | SC 13G |
Date Filed | Form Type | Document | |
---|---|---|---|
Nov 09, 2023 | 4 | Insider Trading | |
Nov 03, 2023 | 10-Q | Quarterly Report | |
Nov 02, 2023 | 8-K | Current Report | |
Sep 12, 2023 | 144 | Notice of Insider Sale Intent | |
Sep 08, 2023 | 5 | Insider Trading | |
Sep 08, 2023 | 4 | Insider Trading | |
Sep 01, 2023 | 4 | Insider Trading | |
Aug 31, 2023 | 4 | Insider Trading | |
Aug 31, 2023 | 144 | Notice of Insider Sale Intent |
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
XOM | 394.5B | 355.7B | -3.29% | -3.94% | 9.59 | 1.11 | -11.79% | -20.69% |
CVX | 269.5B | 210.2B | 1.35% | -16.10% | 10.58 | 1.28 | -11.63% | -25.47% |
MRO | 14.8B | 6.6B | -3.06% | -9.92% | 8.79 | 2.23 | -17.82% | -54.98% |
CHK | 9.9B | 10.9B | -7.80% | -19.02% | 1.83 | 0.91 | 37.84% | 94.62% |
OXY | - | 29.7B | -7.67% | -10.94% | - | - | -19.21% | -57.99% |
MID-CAP | ||||||||
RRC | 7.2B | 3.9B | -10.24% | 20.19% | 5.21 | 1.83 | -12.27% | 9.11% |
HP | 3.6B | 2.9B | -5.55% | -22.16% | 8.23 | 1.24 | 39.51% | 6143.35% |
CNX | 3.2B | 3.4B | -3.84% | 25.88% | 1.34 | 0.95 | 197.39% | 446.96% |
KOS | 2.9B | 1.8B | -3.50% | 10.26% | 37.6 | 1.66 | -23.88% | -82.35% |
CPE | 2.0B | 2.4B | -7.33% | -15.63% | 3.69 | 0.83 | -7.39% | -51.28% |
SMALL-CAP | ||||||||
AMPY | 230.9M | 327.6M | -1.50% | -15.45% | 0.61 | 0.7 | -27.62% | 496.32% |
AMTX | 179.2M | - | -0.66% | 15.78% | -1.27 | 1.18 | 21.03% | -281.13% |
BATL | 83.1M | 250.3M | -17.62% | -53.54% | -1.92 | 0.33 | -31.75% | -183.24% |
AE | 67.7M | 2.8B | -16.17% | -31.68% | -10.96 | 0.02 | -14.73% | -145.53% |
BRN | 24.6M | 26.8M | 2.07% | -17.57% | -24.44 | 0.92 | 8.21% | -113.99% |
Income Statement (Quarterly) | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Revenue | -4.0% | 551 | 574 | 671 | 835 | 992 | 860 | 855 | 760 | 564 | 444 | 320 | 281 | 170 | 356 | 452 | 390 | 407 | 341 | 394 | 459 | 444 |
Costs and Expenses | 13.3% | 341 | 301 | 329 | 213 | 479 | 758 | 381 | 634 | 744 | 655 | 492 | 384 | 482 | 837 | 540 | 291 | 303 | 526 | -35.57 | 568 | 388 |
S&GA Expenses | -0.6% | 28.00 | 28.00 | 33.00 | 28.00 | 28.00 | 25.00 | 37.00 | 26.00 | 25.00 | 25.00 | 20.00 | 24.00 | 27.00 | 27.00 | 37.00 | 33.00 | 31.00 | 32.00 | 30.00 | 29.00 | 29.00 |
EBITDA Margin | 0.8% | 0.55* | 0.55* | 0.45* | 0.46* | 0.33* | 0.17* | 0.08* | -0.20* | -0.39* | -0.44* | -0.70* | -0.58* | -0.40* | -0.22* | -0.05* | - | - | - | - | - | - |
Interest Expenses | -1.4% | 22.00 | 22.00 | 23.00 | 23.00 | 35.00 | 39.00 | 40.00 | 41.00 | 40.00 | 40.00 | 41.00 | 42.00 | 40.00 | 42.00 | 41.00 | 41.00 | 40.00 | 38.00 | 38.00 | 38.00 | 42.00 |
Income Taxes | -24.2% | 42.00 | 56.00 | 65.00 | 119 | 87.00 | 13.00 | 10.00 | -0.04 | -0.16 | 0.00 | -33.43 | -22.97 | -36.68 | -99.01 | -27.71 | 16.00 | 14.00 | -46.04 | 82.00 | -36.75 | -0.90 |
Earnings Before Taxes | -24.4% | 192 | 254 | 323 | 601 | 410 | 62.00 | 435 | 86.00 | -223 | -251 | -198 | -121 | -125 | -510 | -129 | 58.00 | 64.00 | -223 | 392 | -172 | 16.00 |
EBT Margin | 0.7% | 0.52* | 0.52* | 0.42* | 0.43* | 0.29* | 0.12* | 0.02* | -0.28* | -0.49* | -0.57* | -0.85* | -0.71* | -0.52* | -0.32* | -0.15* | - | - | - | - | - | - |
Net Income | -24.5% | 150 | 199 | 258 | 481 | 323 | 49.00 | 425 | 86.00 | -222 | -251 | -165 | -98.29 | -89.25 | -411 | -102 | 42.00 | 50.00 | -177 | 310 | -135 | 17.00 |
Net Income Margin | 0.7% | 0.41* | 0.41* | 0.33* | 0.36* | 0.25* | 0.11* | 0.01* | -0.27* | -0.46* | -0.50* | -0.68* | -0.56* | -0.41* | -0.26* | -0.12* | - | - | - | - | - | - |
Free Cashflow | 15.6% | 383 | 332 | 288 | 513 | 543 | 342 | 430 | 328 | 296 | 106 | 257 | 202 | 114 | 218 | 242 | - | - | - | - | - | - |
Balance Sheet | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Assets | 2.1% | 5,993 | 5,870 | 5,716 | 5,652 | 5,339 | 5,396 | 5,234 | 5,062 | 5,053 | 5,016 | 4,976 | 5,122 | 5,268 | 5,615 | 6,292 | 6,453 | 6,392 | 6,287 | 6,353 | 6,274 | 6,736 |
Current Assets | -10.2% | 679 | 756 | 737 | 808 | 633 | 759 | 613 | 336 | 269 | 230 | 204 | 275 | 355 | 625 | 253 | 311 | 289 | 221 | 429 | 453 | 955 |
Cash Equivalents | -20.8% | 378 | 478 | 445 | 498 | 267 | 420 | 333 | 30.00 | - | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 78.00 | 177 | 616 |
Net PPE | 4.0% | 5,231 | 5,030 | 4,883 | 4,747 | 4,652 | 4,583 | 4,576 | 4,665 | 4,715 | 4,713 | 4,702 | 4,765 | 4,826 | 4,888 | 5,954 | 6,029 | 5,985 | 5,954 | 5,831 | 5,776 | 5,718 |
Current Liabilities | 0.1% | 564 | 563 | 599 | 814 | 1,014 | 1,059 | 889 | 1,104 | 1,052 | 777 | 584 | 377 | 308 | 383 | 472 | 491 | 504 | 545 | 466 | 734 | 1,048 |
Shareholder's Equity | 2.1% | 3,298 | 3,230 | 3,085 | 2,868 | 2,445 | 2,115 | 2,063 | 1,637 | 1,553 | 1,770 | 2,016 | 2,185 | 2,281 | 2,342 | 2,749 | 2,844 | 2,802 | 2,743 | 2,920 | 2,599 | 2,737 |
Retained Earnings | 8.9% | 1,621 | 1,489 | 1,309 | 1,068 | 606 | 282 | 235 | -190 | -274 | -51.72 | 201 | 366 | 465 | 555 | 968 | 1,070 | 1,033 | 983 | 1,166 | 856 | 998 |
Additional Paid-In Capital | -3.6% | 1,680 | 1,744 | 1,780 | 1,810 | 1,851 | 1,844 | 1,840 | 1,839 | 1,839 | 1,834 | 1,828 | 1,828 | 1,825 | 1,797 | 1,792 | 1,785 | 1,780 | 1,772 | 1,766 | 1,758 | 1,754 |
Shares Outstanding | -2.0% | 118 | 121 | 122 | 123 | 122 | 122 | 122 | 121 | 118 | 115 | 115 | 114 | 113 | 113 | 113 | 113 | 112 | 112 | 112 | 112 | 112 |
Cashflow (Quarterly) | ||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Cashflow From Operations | 15.6% | 383,251,000 | 331,634,000 | 288,375,000 | 513,370,000 | 542,569,000 | 342,092,000 | 429,630,000 | 328,119,000 | 296,399,000 | 105,624,000 | 256,860,000 | 201,613,000 | 114,339,000 | 218,132,000 | 241,981,000 | 203,156,000 | 259,928,000 | 118,502,000 | 179,452,000 | 229,659,000 | 171,383,000 |
Share Based Compensation | -3.6% | 4,163,000 | 4,318,000 | 4,914,000 | 5,105,000 | 4,479,000 | 4,274,000 | 4,628,000 | 4,498,000 | 3,956,000 | 5,737,000 | -438,000 | 4,164,000 | 5,712,000 | 5,561,000 | 5,560,000 | 6,766,000 | 6,154,000 | 5,838,000 | 6,228,000 | 7,004,000 | 5,264,000 |
Cashflow From Investing | -65.5% | -397,818,000 | -240,405,000 | -287,821,000 | -226,697,000 | -215,618,000 | -150,127,000 | -122,484,000 | -174,795,000 | -222,322,000 | -147,634,000 | -128,806,000 | -116,643,000 | -170,811,000 | -139,306,000 | -234,588,000 | -215,415,000 | -320,353,000 | -242,935,000 | -273,974,000 | -308,241,000 | -194,978,000 |
Cashflow From Financing | -45.8% | -85,064,000 | -58,358,000 | -53,991,000 | -55,327,000 | -479,749,000 | -104,794,000 | -4,230,000 | -123,524,000 | -74,077,000 | 42,000,000 | -128,054,000 | -84,970,000 | 56,467,000 | -78,821,000 | -10,894,000 | 9,360,000 | 66,821,000 | 46,482,000 | -4,319,000 | -360,518,000 | -3,836,000 |
Dividend Payments | -1.2% | 18,077,000 | 18,290,000 | 18,419,000 | - | 1,218,000 | - | 1,215,000 | - | 589,000 | - | 1,146,000 | - | 565,000 | - | 5,642,000 | - | 2,806,000 | - | 5,607,000 | - | 2,792,000 |
Buy Backs | 71.7% | 69,483,000 | 40,468,000 | 36,966,000 | 20,200,000 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS (UNAUDITED) (in thousands, except per share data) - USD ($) shares in Thousands, $ in Thousands | 3 Months Ended | 9 Months Ended | ||
---|---|---|---|---|
Sep. 30, 2023 | Sep. 30, 2022 | Sep. 30, 2023 | Sep. 30, 2022 | |
Operating revenues and other income: | ||||
Oil, gas, and NGL production revenue | $ 639,699 | $ 827,558 | $ 1,757,032 | $ 2,676,656 |
Other operating income | 1,202 | 7,893 | 8,128 | 10,673 |
Total operating revenues and other income | 640,901 | 835,451 | 1,765,160 | 2,687,329 |
Operating expenses: | ||||
Oil, gas, and NGL production expense | 138,264 | 159,961 | 426,200 | 470,245 |
Depletion, depreciation, amortization, and asset retirement obligation liability accretion | 189,353 | 145,865 | 501,374 | 460,169 |
Exploration | 10,245 | 14,203 | 43,633 | 44,117 |
General and administrative | 29,255 | 28,428 | 84,424 | 81,715 |
Net derivative (gain) loss | 75,355 | (137,577) | 12,352 | 385,180 |
Other operating expense, net | 2,832 | 2,290 | 20,182 | 9,080 |
Total operating expenses | 445,304 | 213,170 | 1,088,165 | 1,450,506 |
Income from operations | 195,597 | 622,281 | 676,995 | 1,236,823 |
Interest expense | (23,106) | (22,825) | (67,713) | (97,708) |
Interest income | 4,106 | 1,546 | 13,802 | 2,080 |
Loss on extinguishment of debt | 0 | 0 | 0 | (67,605) |
Other non-operating expense, net | (233) | (383) | (696) | (1,150) |
Income before income taxes | 176,364 | 600,619 | 622,388 | 1,072,440 |
Income tax (expense) benefit | 45,979 | (119,379) | (51,619) | (218,951) |
Net income | $ 222,343 | $ 481,240 | $ 570,769 | $ 853,489 |
Basic weighted-average common shares outstanding | 117,823 | 123,195 | 119,589 | 122,318 |
Diluted weighted-average common shares outstanding | 118,328 | 124,279 | 120,165 | 124,233 |
Basic net income per common share | $ 1.89 | $ 3.91 | $ 4.77 | $ 6.98 |
Diluted net income per common share | 1.88 | 3.87 | 4.75 | 6.87 |
Dividends declared per common share | $ 0.15 | $ 0.15 | $ 0.45 | $ 0.16 |
CONDENSED CONSOLIDATED BALANCE SHEETS (UNAUDITED) (in thousands, except share data) - USD ($) $ in Thousands | Sep. 30, 2023 | Dec. 31, 2022 |
---|---|---|
Current assets: | ||
Cash and cash equivalents | $ 401,980 | $ 444,998 |
Accounts receivable | 264,511 | 233,297 |
Derivative assets | 25,524 | 48,677 |
Prepaid expenses and other | 10,537 | 10,231 |
Total current assets | 702,552 | 737,203 |
Property and equipment (successful efforts method): | ||
Proved oil and gas properties | 11,169,443 | 10,258,368 |
Accumulated depletion, depreciation, and amortization | (6,680,485) | (6,188,147) |
Unproved oil and gas properties, net of valuation allowance of $36,286 and $38,008, respectively | 526,085 | 487,192 |
Wells in progress | 236,234 | 287,267 |
Other property and equipment, net of accumulated depreciation of $59,133 and $56,512, respectively | 41,017 | 38,099 |
Total property and equipment, net | 5,292,294 | 4,882,779 |
Noncurrent assets: | ||
Derivative assets | 5,294 | 24,465 |
Other noncurrent assets | 78,430 | 71,592 |
Total noncurrent assets | 83,724 | 96,057 |
Total assets | 6,078,570 | 5,716,039 |
Current liabilities: | ||
Accounts payable and accrued expenses | 540,459 | 532,289 |
Derivative liabilities | 43,152 | 56,181 |
Other current liabilities | 15,473 | 10,114 |
Total current liabilities | 599,084 | 598,584 |
Noncurrent liabilities: | ||
Revolving credit facility | 0 | 0 |
Senior Notes, net | 1,574,553 | 1,572,210 |
Asset retirement obligations | 115,271 | 108,233 |
Deferred income taxes | 324,440 | 280,811 |
Derivative liabilities | 4,595 | 1,142 |
Other noncurrent liabilities | 56,334 | 69,601 |
Total noncurrent liabilities | 2,075,193 | 2,031,997 |
Commitments and contingencies (note 6) | ||
Stockholders’ equity: | ||
Common stock, $0.01 par value - authorized: 200,000,000 shares; issued and outstanding: 116,313,887 and 121,931,676 shares, respectively | 1,163 | 1,219 |
Additional paid-in capital | 1,581,110 | 1,779,703 |
Retained earnings | 1,826,002 | 1,308,558 |
Accumulated other comprehensive loss | (3,982) | (4,022) |
Total stockholders’ equity | 3,404,293 | 3,085,458 |
Total liabilities and stockholders’ equity | $ 6,078,570 | $ 5,716,039 |
 CEO | Mr. Herbert S. Vogel |
---|---|
 WEBSITE | sm-energy.com |
 EMPLOYEES | 539 |