SM Energy Company (SM) is up 5.5% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears to be tied mainly to a fresh analyst price-target increase alongside a broader rally in oil-linked equities as crude prices strengthened. Support for the bullish reaction likely came from SM Energy’s already strong second-quarter update, which showed higher production expectations, strong cash generation, and continued debt reduction.
Details:
Sources:
SM Energy, SEC, Investing.com
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$SM Insider Trading Activity
$SM insiders have traded $SM stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $SM stock by insiders over the last 6 months:
- RAMIRO G PERU sold 24,553 shares for an estimated $834,310
- JAMES BARKER LEBECK (EVP, GC & Corp Secretary) sold 17,500 shares for an estimated $647,850
- ASHWIN VENKATRAMAN sold 3,650 shares for an estimated $139,722
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$SM Hedge Fund Activity
We have seen 290 institutional investors add shares of $SM stock to their portfolio, and 260 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 3,510,729 shares (+14628.0%) to their portfolio in Q2 2026, for an estimated $91,630,026
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 2,893,103 shares (+inf%) to their portfolio in Q2 2026, for an estimated $75,509,988
- FULLER & THALER ASSET MANAGEMENT, INC. added 2,280,261 shares (+inf%) to their portfolio in Q2 2026, for an estimated $59,514,812
- ARISTEIA CAPITAL, L.L.C. added 2,158,803 shares (+19.9%) to their portfolio in Q2 2026, for an estimated $56,344,758
- WELLINGTON MANAGEMENT GROUP LLP removed 2,124,526 shares (-77.3%) from their portfolio in Q2 2026, for an estimated $55,450,128
- DIMENSIONAL FUND ADVISORS LP removed 1,820,850 shares (-18.2%) from their portfolio in Q2 2026, for an estimated $47,524,185
- QUBE RESEARCH & TECHNOLOGIES LTD added 1,435,399 shares (+559.9%) to their portfolio in Q2 2026, for an estimated $37,463,913
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$SM Analyst Ratings
Wall Street analysts have issued reports on $SM in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Raymond James issued a "Outperform" rating on 05/20/2026
To track analyst ratings and price targets for $SM, check out Quiver Quantitative's $SM forecast page.
$SM Price Targets
Multiple analysts have issued price targets for $SM recently. We have seen 10 analysts offer price targets for $SM in the last 6 months, with a median target of $37.0.
Here are some recent targets:
- William Janela from Mizuho set a target price of $37.0 on 07/07/2026
- Gabe Daoud from Truist Securities set a target price of $37.0 on 07/07/2026
- Mike Scialla from Stephens & Co. set a target price of $52.0 on 07/07/2026
- Leo Mariani from Roth Capital set a target price of $32.0 on 06/22/2026
- John Freeman from Raymond James set a target price of $55.0 on 05/20/2026
- Hanwen Chang from Wells Fargo set a target price of $32.0 on 05/18/2026
- Biju Perincheril from Susquehanna set a target price of $31.0 on 05/11/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
