What is the 13F Pro Quality Score for SM?

13F Pro ranks SM Energy Co (SM) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View SM's current score at https://13fpro.ai/research/SM (free sign-up required for the full ranking).

Where does 13F Pro source SM data?

All SM Energy Co fundamentals and ownership data come directly from SEC EDGAR. SM Energy Co files with the SEC under CIK 893538. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is SM in?

SM Energy Co (SM) is classified in the Energy sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/energy.

How often is SM research updated on 13F Pro?

SM's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

SM Energy Co(SM)Stock Analysis

AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →

Energy →NYSE

Institutional-grade research for retail investors

SEC EDGAR: CIK 893538 SM stock profile & AI dashboard →

13F Pro Quality Score

66.6/100

Rank #512 of 2,879 stocksTOP 25%

View Energy peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

87.4/100

Profitability

38.5/100

Balance Sheet

53.0/100

Earnings Quality

6.2/100

Free Cash Flow

93.8/100

Institutional Flow

99.7/100

Revenue Scale

74.2/100

Dilution Risk

59.2/100

SM Stock Analysis & AI Quality Score

AI stock analysis and institutional research for SM Energy Co (SM), a Energy sector company. 13F Pro's AI-powered ranking engine scores SM at 66.6/100 on a 32-signal composite quality model, placing it at rank #512 of 2,879 stocks — the top 25% of the AI-ranked universe. SM scores in the top quartile across institutional flow (99.7), free cash flow (93.8), revenue growth (87.4). Areas of concern include earnings quality (6.2) and profitability (38.5), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), SM Energy Co reports quarterly revenue of $1.5B, net income of $-335.0M, free cash flow of $640.0M. Top institutional holders of SM by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, CANADA PENSION PLAN INVESTMENT BOARD, based on the most recent SEC filings. SM trades on the NYSE exchange and files with the SEC under CIK 893538. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for SM Energy Co directly from SEC EDGAR. SM Energy Co's 13F Pro composite quality score has ranged between 8 and 84 since 2021, currently 66.6 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.

✦

Fun facts about SM Energy Co

Quirks, history, and lore behind SM — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. oil and natural gas company · independent E&P (exploration and production) · listed on the NYSE · headquartered in Texas.
2
The Numbers
A mid-cap producer with annual revenue in the low billions, it runs a lean operation focused on capital discipline and free cash flow rather than growth-at-any-cost.
3
The History
Founded in the early 1990s, it has spent decades sharpening its focus on a handful of U.S. onshore basins, shedding assets that don't fit and doubling down on the ones that do.
4
The Secret
Its core acreage sits in the Permian Basin and the Eagle Ford Shale of Texas — two of the most prolific oil patches in North America.
5
The Lore
The company's two-letter ticker doubles as a state abbreviation — fitting, since practically everything it drills is in that very same state.
6
The Giveaway
Its ticker is literally the postal code for San Marino — but this driller is all-American, named after its original founding initials and built on Texas crude.

▶ Think you know your stocks? Play the Daily Ticker

Revenue

Q1 2026

$1.5B

Net Income

Q1 2026

$-335.0M

Free Cash Flow

Q1 2026

$640.0M

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+17.2% YoY

$3.15BFY 2025

FY22 $3.36BFY23 $2.37BFY24 $2.69BFY25 $3.15B

Net Income

-15.8% YoY

$648.0MFY 2025

FY22 $1.11BFY23 $818.0MFY24 $770.0MFY25 $648.0M

Operating Income

-7.1% YoY

$1.00BFY 2025

FY22 $1.58BFY23 $987.0MFY24 $1.08BFY25 $1.00B

EPS (Diluted)

-15.4% YoY

$2.82FY 2025

FY22 $4.48FY23 $3.43FY24 $3.33FY25 $2.82

Total Assets

+7.9% YoY

$9.25BFY 2025

FY22 $5.72BFY23 $6.38BFY24 $8.58BFY25 $9.25B

Total Debt

—FY 2025

FY22 —FY23 —FY24 —FY25 —

Op. Cash Flow

+12.8% YoY

$2.01BFY 2025

FY22 $1.69BFY23 $1.57BFY24 $1.78BFY25 $2.01B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2019
Revenue	$3.15B +17.2%	$2.69B +13.3%	$2.37B -29.3%	$3.36B +28.1%	$2.62B +65.0%	$1.59B
Net Income	$648.0M -15.8%	$770.0M -5.9%	$818.0M -26.4%	$1.11B +2988.8%	$36.0M +119.3%	$-187.0M
Operating Income	$1.00B -7.1%	$1.08B +9.0%	$987.0M -37.5%	$1.58B +655.3%	$209.1M +398.9%	$-70.0M
EPS (Diluted)	$2.82 -15.4%	$3.33 -2.8%	$3.43 -23.4%	$4.48 +2989.7%	$0.14 +117.5%	$-0.83
Total Assets	$9.25B +7.9%	$8.58B +34.4%	$6.38B +11.6%	$5.72B +9.2%	$5.23B -16.8%	$6.29B
Total Debt	—	—	—	—	$2.08B -20.3%	$2.61B
Operating Cash Flow	$2.01B +12.8%	$1.78B +13.3%	$1.57B -6.7%	$1.69B +45.4%	$1.16B +40.8%	$823.6M

AI Insight: SM Financial Trends

Q1 2026 revenue nearly doubled to $1,479M following an apparent acquisition, but net income swung to a -$335M loss and operating income turned deeply negative.

• Revenue surged from $705M in Q4 2025 to $1,479M in Q1 2026, the largest single-quarter jump in the dataset.

• Net income deteriorated from $210M in Q2 2024 to -$335M in Q1 2026, with operating income collapsing to -$298M.

• Equity expanded sharply from $4,810M in Q4 2025 to $6,868M in Q1 2026, consistent with a large acquisition or equity issuance.

• Operating cash flow remained resilient at $640M in Q1 2026, the highest in the dataset, diverging from the net loss.

⚠ Operating margin turned negative in Q1 2026 (-$298M op income on $1,479M revenue) — monitor whether acquisition charges normalize.

⚠ Total debt data is absent across all periods; leverage post-acquisition is a key unknown risk to assess.

⚠ Operating CF held at $640M despite the net loss — confirm whether non-cash charges fully explain the gap going forward.

AI Insight: SM Ratio Trends

SM Energy swung to deeply negative margins in Q1 2026, erasing two years of profitability in a single quarter.

• Operating margin collapsed from 25.9% in Q4 2025 to -20.2% in Q1 2026, the first negative reading in the dataset.

• ROIC fell from a peak of 32.6% in Q3 2024 to -17.4% in Q1 2026, a 50pp deterioration over five quarters.

• Net profit margin turned negative at -22.7% in Q1 2026, down from 37.4% at the Q3 2024 peak.

• ROE dropped to -19.5% in Q1 2026 from 23.7% in Q3 2024, signaling shareholder value destruction.

⚠ Q1 2026 losses may reflect a one-off impairment; confirm whether the TTM 11.2% operating margin masks ongoing negative quarterly trends.

⚠ D/E data is absent across all periods — leverage visibility is zero, a critical gap given the margin collapse.

⚠ Sustained negative ROIC (-17.4% in Q1 2026) risks balance sheet deterioration if losses persist into Q2 2026.

Get alerted when SM's score changes

Free account: watchlist tracking, the daily AI brief, and the AI screener.

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Available Research

13F Pro tracks comprehensive data for SM Energy Co including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of SM

BlackRock, Inc.
$1.2B38,431,787 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$475.0M15,234,489 sh
CANADA PENSION PLAN INVESTMENT BOARD
$451.9M14,493,791 sh
STATE STREET CORP
$389.6M12,495,962 sh
ARISTEIA CAPITAL, L.L.C.
$338.0M10,841,846 sh
VANGUARD CAPITAL MANAGEMENT LLC
$328.6M10,537,773 sh
DIMENSIONAL FUND ADVISORS LP
$311.7M9,995,353 sh
AMERICAN CENTURY COMPANIES INC
$278.2M8,923,624 sh
DONALD SMITH & CO., INC.
$224.8M7,208,899 sh
GEODE CAPITAL MANAGEMENT, LLC
$177.7M5,698,553 sh

Fund	Value	Shares
BlackRock, Inc.	$1.2B	38,431,787
VANGUARD PORTFOLIO MANAGEMENT LLC	$475.0M	15,234,489
CANADA PENSION PLAN INVESTMENT BOARD	$451.9M	14,493,791
STATE STREET CORP	$389.6M	12,495,962
ARISTEIA CAPITAL, L.L.C.	$338.0M	10,841,846
VANGUARD CAPITAL MANAGEMENT LLC	$328.6M	10,537,773
DIMENSIONAL FUND ADVISORS LP	$311.7M	9,995,353
AMERICAN CENTURY COMPANIES INC	$278.2M	8,923,624
DONALD SMITH & CO., INC.	$224.8M	7,208,899
GEODE CAPITAL MANAGEMENT, LLC	$177.7M	5,698,553

More Energy Companies

View all Energy →

ACDC

ProFrac Holding Corp.

AESI

Atlas Energy Solutions Inc.

AGIG

ABUNDIA GLOBAL IMPACT GROUP, INC.

Antero Midstream Corp

AMPY

Amplify Energy Corp.

AMR

Alpha Metallurgical Resources, Inc.

ANNA

AleAnna, Inc.

APA

APA Corp

Put SM on your watchlist

Track score changes the day SM Energy Co files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.

View Pricing

Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Popular Research

AAPL

Apple

MSFT

Microsoft

NVDA

NVIDIA

GOOG

Alphabet

AMZN

Amazon

Is SM a good stock to buy?

13F Pro's AI-powered analysis of SM Energy Co (SM) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Energy sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SM are available on the SM stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own SM?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SM. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of SM Energy Co's investment landscape.