6 May 2026quarterly activities report▼ Bad
SM Energy announced it issued a press release on May 6, 2026 with first-quarter 2026 results, with a webcast and call scheduled for May 7, 2026. The 8-K itself gave no financial figures.
Announcements, explained
Each one in plain English, with the numbers worked through for a shareholder.
30 Apr 2026substantial holder notice● Neutral
Vanguard Capital Management disclosed a new substantial SM Energy Co shareholding (5.13% of votes).
30 Apr 2026asset acquisition disposition▲ GoodMajor
SM Energy closed its $950 million South Texas (Maverick Basin) divestiture to Caturus Energy and announced it would redeem all $819 million of its outstanding 2026 notes, including notes assumed from Civitas, advancing its post-merger deleveraging plan.
29 Apr 2026substantial holder notice● Neutral
Vanguard Portfolio Management disclosed a new substantial SM Energy Co shareholding (6.44% of votes).
17 Apr 2026quarterly activities report▼ Bad
SM Energy gave preliminary first-quarter 2026 details: realized oil of $73.69/Bbl, gas of $1.72/Mcf and NGLs of $21.58/Bbl before hedges, and an expected $30 million net derivative settlement loss. Basic weighted shares were 199 million.
8 Apr 2026agm notice● Neutral
SM Energy filed definitive additional proxy materials (Schedule 14A) on April 8, 2026; the visible text contains only the cover page and no meeting details.
27 Mar 2026substantial holder notice● Neutral
The Vanguard Group reported no remaining SM Energy Co shareholding in its periodic institutional filing.
9 Mar 2026debt financing● NeutralMajor
SM Energy sold $1.0 billion of new 6.625% Senior Notes due 2034 as part of financing its post-Civitas-merger capital structure.
4 Mar 2026substantial holder notice● Neutral
BlackRock, Inc. reported a SM Energy Co shareholding of 33,455,147 shares (14.00% of votes) in a periodic institutional filing.
18 Feb 2026material agreement▲ GoodMajor
SM Energy agreed to sell about 61,000 net acres of its southern Maverick Basin (Webb County, Texas) position to Caturus Energy for $950 million cash, part of a post-merger push to reduce debt.
9 Feb 2026auditor change● Neutral
Following the Civitas merger, SM Energy's audit committee dismissed Ernst & Young and appointed Deloitte & Touche as its independent accountant for fiscal 2026, effective once EY completes its 2025 audit; no disagreements were reported.
6 Feb 2026substantial holder notice● Neutral
BlackRock, Inc. reported a SM Energy Co shareholding of 22,635,921 shares (9.50% of votes) in a periodic institutional filing.
6 Feb 2026director interest notice● Neutral
SM Energy Co director Kempen Wouter T. Van had 75,217 shares withheld for taxes on vesting stock.
2 Feb 2026director interest notice● Neutral
Carrie M Fox became a SM Energy Co director and company insider (initial ownership filing).
2 Feb 2026director interest notice● Neutral
Kempen Wouter T. Van became a SM Energy Co director and company insider (initial ownership filing).
2 Feb 2026director interest notice● Neutral
Lloyd W Helms Jr. became a SM Energy Co director and company insider (initial ownership filing).
2 Feb 2026director interest notice● Neutral
Morris R Clark became a SM Energy Co director and company insider (initial ownership filing).
2 Feb 2026director interest notice● Neutral
Howard A. Willard became a SM Energy Co director and company insider (initial ownership filing).
30 Jan 2026business combination▲ GoodMajor
SM Energy completed its merger with Civitas Resources after both companies' stockholders approved the deal, with Civitas becoming part of SM Energy; the combined company's credit agreement was amended to extend maturity to 2031 and raise the borrowing base to $5.0 billion.
26 Jan 2026director interest notice● Neutral
SM Energy Co EVP Corp Development & GC James Barker Lebeck exercised stock options for 14,698 shares and disposed of 6,791 shares.
26 Jan 2026business combination● Neutral
Ahead of the Civitas merger's close, four SM Energy directors (Carla Bailo, Anita Powers, William Sullivan and Herbert Vogel) submitted resignations effective upon closing.
21 Jan 2026substantial holder notice● Neutral
Dimensional Fund Advisors LP reported a SM Energy Co shareholding of 4.90% of votes in a periodic institutional filing.
20 Jan 2026business combination● Neutral
SM Energy voluntarily supplemented its Civitas merger proxy disclosures after receiving demand letters from purported stockholders alleging deficiencies. It denied any further disclosure was required, and the January 27, 2026 stockholder meetings were unchanged.
22 Dec 2025securities registration● Neutral
SM Energy filed the final joint proxy statement/prospectus dated December 22, 2025 for its Civitas merger, under which Civitas holders would receive 1.45 SM Energy shares per share. SM Energy's special meeting was set for January 27, 2026.
19 Dec 2025business combination● Neutral
SM Energy announced SVP Kenneth Knott would conclude his role at closing of the Civitas mergers and continue as an advisor. It also disclosed the FTC granted early termination of the HSR waiting period effective December 18, 2025, with closing still expected in Q1 2026.
17 Dec 2025business combination● Neutral
SM Energy's S-4/A set its virtual special meeting for 27 January 2026 at 10:00 a.m. Mountain Time to vote on the Civitas share issuance and a charter amendment raising authorized shares from 200 million to 400 million. The record date was 17 December 2025.
5 Dec 2025business combination● NeutralMajor
SM Energy registered the shares for its all-stock merger with Civitas Resources: 1.45 SM Energy shares for each Civitas share, fixed with no adjustment for either share price between signing and closing, leaving Civitas holders with about 52% of the combined company and SM Energy's own with 48%. On those numbers Civitas is the larger party.
4 Nov 2025quarterly activities report● Neutral
SM Energy filed Amendment No. 1 to its third-quarter 10-Q solely to correct a typographical error in the risk factor on the Civitas merger termination fee, which is stated as approximately $79.0 million. No financial statements or results were included.
3 Nov 2025business combination▲ GoodMajor
SM Energy and Civitas Resources signed a merger agreement on November 2, 2025 and announced the $12.8 billion combination in a joint press release and investor presentation the next day.
3 Nov 2025quarterly activities report● Neutral
SM Energy Co reported quarterly revenue of $811.6 million and net income of $155.1 million for the period ended 2025-09-30.