SM SM Energy Company Common Stock

NYSE · Energy · Visualizza su SEC EDGAR ↗
$35,32
Prezzo · Ago 18, 2026
Fondamentali al Ago 6, 2026

Informazioni su SM Energy Company Common Stock Panoramica della società da Wikipedia

SM Energy Company is a company engaged in hydrocarbon exploration. It is organized in Delaware and headquartered in Denver, Colorado.

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SM Energy Company is a company engaged in hydrocarbon exploration. It is organized in Delaware and headquartered in Denver, Colorado.

The company's assets are in the Eagle Ford Group/South Texas (51% of reserves and 48% of 2024 production), the Permian Basin/Midland Basin (34% of reserves and 47% of 2024 production), and the Uinta Basin (15% of reserves and 5% of 2024 production).

As of December 31, 2024, the company had 678.3 million barrels of oil equivalent (4.150×109 GJ) of estimated proved reserves, of which 44% was petroleum, 18% was natural gas liquids, and 38% was natural gas.

## History

The company was founded in 1908 as the St. Mary Parish Land Company and was incorporated in 1915. In 1992, the company went public via an initial public offering. In May 2010, the company changed its name from St. Mary Land & Exploration Company to SM Energy.

=== Acquisitions and divestitures ===

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

SM Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

Prezzo
$35.32
Capitalizzazione di Mercato
$8.47B
P/E (TTM)
13.1
EPS (TTM)
$5.64
Ricavi (TTM)
$3.15B
Rendimento div.
1.1%
ROE
13.8%
D/E Debito/Patrimonio
Intervallo 52 sett.
$17 – $36

SM Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

Performance decennale Andamento di ricavi, utile netto, margini e EPS

Ricavi e Utile Netto $3.15B
10-point trend, +159.1%
2016-12-31 2025-12-31
EPS $5.64
10-point trend, +157.0%
2016-12-31 2025-12-31
Flusso di cassa libero
Margini 20.5%

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica
Tendenza 5 anni
SM
Mediana dei peer
P/E (TTM)
5-point trend, -96.7%
13.1
14.8
P/S (TTM)
5-point trend, -50.4%
2.7
1.8
P/B
5-point trend, -74.4%
1.8
1.1

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Metrica
Tendenza 5 anni
SM
Mediana dei peer
Operating Margin (Margine Operativo)
5-point trend, +297.9%
31.7%
Net Profit Margin (Margine di Profitto Netto)
5-point trend, +1389.1%
20.5%
13.5%
ROA
5-point trend, +923.9%
7.3%
5.0%
ROE
5-point trend, +603.6%
13.8%
10.0%
ROIC
5-point trend, +104.2%
16.2%

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
SM
Mediana dei peer
Current Ratio (Rapporto corrente)
5-point trend, +0.6%
0.7
0.7
Quick Ratio
5-point trend, -8.3%
0.6

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metrica
Tendenza 5 anni
SM
Mediana dei peer
Revenue YoY (Ricavi YoY)
5-point trend, +20.2%
17.2%
Revenue CAGR 3Y (CAGR Ricavi 3Y)
5-point trend, +20.2%
-2.1%
Revenue CAGR 5Y (CAGR Ricavi 5Y)
5-point trend, +20.2%
22.9%
EPS YoY
5-point trend, +1844.8%
-15.4%
Net Income YoY (Utile Netto YoY)
5-point trend, +1688.6%
-15.8%

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Metrica
Tendenza 5 anni
SM
Mediana dei peer
EPS (Diluted) (EPS (Diluito))
5-point trend, +1844.8%
$5.64

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Metrica
Tendenza 5 anni
SM
Mediana dei peer
Payout Ratio (Rapporto di Distribuzione Utili)
5-point trend, +114.8%
14.2%

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

Dividend Yield
1.1%
Rapporto di Distribuzione Utili
14.2%
CAGR Dividendi 5Y
Data ex-dividendoImporto
08 Giugno 2026$0,2200
09 Marzo 2026$0,2200
26 Dicembre 2025$0,2000
17 Ottobre 2025$0,2000
18 Luglio 2025$0,2000
17 Aprile 2025$0,2000
24 Gennaio 2025$0,2000
25 Ottobre 2024$0,2000
19 Luglio 2024$0,1800
18 Aprile 2024$0,1800
18 Gennaio 2024$0,1800
23 Ottobre 2023$0,1500
20 Luglio 2023$0,1500
20 Aprile 2023$0,1500
19 Gennaio 2023$0,1500
24 Ottobre 2022$0,1500
21 Aprile 2022$0,0100
22 Ottobre 2021$0,0100
22 Aprile 2021$0,0100
22 Ottobre 2020$0,0100

SM Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

COMPRA 23 analisti
  • Acquisto forte 4 17,4%
  • Compra 12 52,2%
  • Mantieni 7 30,4%
  • Vendi 0 0,0%
  • Vendita forte 0 0,0%

Target Price a 12 Mesi

15 analisti · 2026-08-19
Target mediano $40.00 +13,3%
Target medio $40.33 +14,2%

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

Tasso di Superamento
62.5%
Sorpresa media
0.13%
Periodo EPS Actual EPS Stimato Sorpresa
30 Giugno 2026 $2.19 $1.89 0.30%
31 Marzo 2026 $1.55 $1.18 0.37%
31 Dicembre 2025 $0.83 $0.87 -0.04%
30 Settembre 2025 $1.33 $1.33 0.00%
30 Giugno 2025 $1.50 $1.25 0.25%
31 Marzo 2025 $1.76 $1.66 0.10%
30 Settembre 2000 $0.30 $0.30 0.00%
30 Giugno 2000 $0.25 $0.19 0.06%

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
SM $2.14B 3.3 17.2% 20.5% 13.8%
VNOM -80.5 62.0% -4.9% -2.2%
APA $8.63B 6.1 25.2%
VNOM -80.5 62.0% -4.9% -2.2%
AR $10.63B 17.0 22.0% 12.8% 9.3%
RRC $8.30B 12.9 28.9% 21.1% 15.6%
CHRD $5.26B 125.3 -7.1% 0.91% 0.55%
MTDR $5.27B 7.0 5.5% 20.5% 14.1%
MGY 75.5 -0.31% 24.8% 16.3%
CNX $5.24B 9.2 76.8% 28.3% 15.0%
MUR $4.46B 43.4 -10.2% 3.8% 2.0%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

Conto Economico 15
Dati annuali Conto Economico per SM
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +25.0% $3.15B $2.69B $2.37B $3.36B $2.62B $1.13B $1.59B $2.07B $1.13B $1.22B $1.56B $2.52B
Cost of Revenue 4-point trend, -16.2% · · · · · · $501M $487M $508M $598M · ·
SG&A Expense 12-point trend, -3.7% $161M $138M $121M $115M $112M $99M $133M $117M $117M $125M $158M $167M
Operating Expenses 12-point trend, +58.8% $2.15B $1.61B $1.39B $1.78B $2.41B $2.20B $1.66B $1.23B $1.29B $2.27B $2.14B $1.36B
Operating Income 12-point trend, -14.2% $1.00B $1.08B $987M $1.58B $209M $-1.07B $-70M $836M $-164M $-1.06B $-579M $1.17B
Interest Expense 12-point trend, +75.5% $173M $141M $92M $120M $160M $164M $159M $161M $179M $159M $128M $99M
Other Non-op 12-point trend, +100.0% $0 $-1M $-1M $-2M $-2M $-4M $-2M $3M $-800.0K $-2M $649.0K $-3M
Pretax Income 12-point trend, -22.0% $830M $966M $914M $1.40B $46M $-957M $-231M $652M $-344M $-1.20B $-723M $1.06B
Income Tax 12-point trend, -54.3% $182M $196M $96M $284M $10M $-192M $-44M $143M $-183M $-444M $-275M $399M
Net Income 12-point trend, -2.7% $648M $770M $818M $1.11B $36M $-765M $-187M $508M $-161M $-758M $-448M $666M
EPS (Basic) 12-point trend, -43.0% $5.65 $6.71 $6.89 $9.09 $0.30 $-6.72 $-1.66 $4.54 $-1.44 $-9.90 $-6.61 $9.91
EPS (Diluted) 12-point trend, -42.4% $5.64 $6.67 $6.86 $8.96 $0.29 $-6.72 $-1.66 $4.48 $-1.44 $-9.90 $-6.61 $9.79
Shares (Basic) 12-point trend, +71.1% 115,000,000 115,000,000 119,000,000 122,351,000 119,043,000 113,730,000 112,544,000 111,912,000 111,428,000 76,568,000 67,723,000 67,230,000
Shares (Diluted) 12-point trend, +69.0% 115,000,000 116,000,000 119,000,000 124,084,000 123,690,000 113,730,000 112,544,000 113,502,000 111,428,000 76,568,000 67,723,000 68,044,000
EBITDA 12-point trend, -14.2% $1.00B $1.08B $987M $1.58B $209M $-1.07B $-70M $836M $-168M $-1.06B $-579M $1.17B
Stato Patrimoniale 21
Dati annuali Stato Patrimoniale per SM
Metrica Tendenza 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +306566.7% $368M $0 $616M $445M $333M $10.0K $10.0K $78M $314M $9M $18.0K $120.0K
Receivables 12-point trend, +2.6% $331M $361M $231M $233M $247M $162M $185M $168M $160M $152M $134M $323M
Prepaid Expense 12-point trend, +47.8% $29M $25M $13M $10M $9M $10M $13M $9M $11M $9M $17M $20M
Current Assets 12-point trend, +8.9% $811M $435M $916M $737M $613M $204M $253M $429M $549M $225M $519M $745M
PP&E (Net) 12-point trend, +49.0% $8.20B $7.99B $5.38B $4.88B $4.58B $4.70B $5.95B $5.83B $5.55B $6.08B $4.95B $5.50B
Other Non-current Assets 12-point trend, +424.0% $234M $145M $78M $72M $45M $48M $65M $34M $33M $20M $32M $45M
Total Assets 12-point trend, +42.7% $9.25B $8.58B $6.38B $5.72B $5.23B $4.98B $6.29B $6.35B $6.18B $6.39B $5.62B $6.48B
Accounts Payable 12-point trend, +7.7% $690M $83M $107M $44M $25M $63M $52M $56M $78M $300M $303M $641M
Accrued Liabilities 9-point trend, +32.0% $167M $200M $146M $126M $71M $65M $97M $140M $126M · · ·
Current Liabilities 12-point trend, +49.0% $1.17B $790M $634M $599M $889M $584M $472M $466M $559M $415M $303M $785M
Capital Leases 7-point trend, +245.8% $80M $43M $24M $24M $19M $12M $23M · · · · ·
Deferred Tax 12-point trend, -18.8% $724M $545M $370M $281M $10M $0 $189M $223M $80M $316M $758M $892M
Other Non-current Liabilities 12-point trend, +157.4% $102M $75M $65M $70M $68M $57M $61M $43M $48M $47M $53M $40M
Long-term Debt 3-point trend, -20.3% · · · · $2.08B $2.21B $2.61B · · · · ·
Common Stock 12-point trend, +48.1% $1M $1M $1M $1M $1M $1M $1M $1M $1M $1M $681.0K $675.0K
Retained Earnings 12-point trend, +63.4% $3.29B $2.73B $2.05B $1.31B $235M $201M $968M $1.17B $666M $794M $1.56B $2.01B
Treasury Stock · · · · · · · · · · · $0
AOCI 12-point trend, +108.8% $1M $-1M $-3M $-4M $-13M $-14M $-11M $-12M $-14M $-15M $-13M $-11M
Stockholders' Equity 12-point trend, +110.4% $4.81B $4.24B $3.62B $3.08B $2.06B $2.02B $2.75B $2.92B $2.39B $2.50B $1.85B $2.29B
Liabilities + Equity 12-point trend, +42.7% $9.25B $8.58B $6.38B $5.72B $5.23B $4.98B $6.29B $6.35B $6.18B $6.39B $5.62B $6.48B
Shares Outstanding 12-point trend, +69.9% 114,630,905 114,461,934 115,745,393 121,931,676 121,862,248 114,742,304 112,987,952 112,241,966 111,687,016 111,257,500 68,075,700 67,463,060
Flusso di cassa 13
Dati annuali Flusso di cassa per SM
Metrica Tendenza 202520242023202220212020201920182017201620152014
Stock-based Comp 12-point trend, -11.3% $29M $25M $20M $19M $19M $15M $24M $24M $23M $27M $27M $33M
Deferred Tax 12-point trend, -55.3% $178M $175M $88M $269M $10M $-193M $-42M $142M $-192M $-449M $-277M $398M
Operating Cash Flow 12-point trend, +38.1% $2.01B $1.78B $1.57B $1.69B $1.16B $791M $824M $721M $515M $553M $991M $1.46B
Investing Cash Flow 12-point trend, +40.8% $-1.47B $-3.41B $-1.10B $-880M $-667M $-556M $-1.01B $-588M $-202M $-1.87B $-1.14B $-2.48B
Debt Issued · · · · · · · · · · · $590M
Net Debt Issued · · · · · · · · · · · $590M
Stock Issued 12-point trend, -38.5% $3M $3M $3M $3M $3M $1M $3M $3M $3M $938M $5M $5M
Stock Repurchased 6-point trend, +13000000.00 $13M $86M $228M $57M $0 $0 · · · · · ·
Net Stock Activity 12-point trend, -305.0% $-10M $-83M $-225M $-54M $3M $1M $3M $3M $3M $938M $5M $5M
Dividends Paid 12-point trend, +1268.4% $92M $85M $72M $20M $2M $2M $11M $11M $11M $8M $7M $7M
Financing Cash Flow 12-point trend, -123.6% $-175M $1.01B $-305M $-694M $-160M $-235M $112M $-369M $-12M $1.33B $154M $740M
Net Change in Cash 12-point trend, +230.4% $368M $-616M $171M $112M $333M $0 $-78M $-236M $302M $12M $-102.0K $-282M
Taxes Paid 12-point trend, +106.6% $4M $27M $9M $-11M $-864.0K $7M $6M $-3M $-6M $-5M $2M $2M
Redditività 7
Dati annuali Redditività per SM
Metrica Tendenza 202520242023202220212020201920182017201620152014
Operating Margin 12-point trend, -31.4% 31.7% 40.0% 41.6% 47.0% 8.0% -94.9% -4.4% 40.5% -14.9% -87.0% -37.2% 46.2%
Net Margin 12-point trend, -22.2% 20.5% 28.6% 34.4% 33.1% 1.4% -67.9% -11.8% 24.6% -14.2% -62.2% -28.8% 26.4%
Pretax Margin 12-point trend, -37.6% 26.3% 35.9% 38.5% 41.6% 1.8% -84.9% -14.5% 31.5% -30.4% -98.7% -46.4% 42.2%
EBITDA Margin 12-point trend, -31.4% 31.7% 40.0% 41.6% 47.0% 8.0% -94.9% -4.4% 40.5% -14.9% -87.0% -37.2% 46.2%
ROA 11-point trend, -38.8% 7.3% 10.3% 13.5% 20.3% 0.71% -13.6% -3.0% · -2.6% -12.6% -7.4% 11.9%
ROE 11-point trend, -59.7% 13.8% 18.6% 23.3% 37.4% 2.0% -36.4% -6.7% · -6.6% -34.8% -21.6% 34.2%
ROIC 11-point trend, -49.1% 16.2% 20.2% 24.4% 40.8% 8.0% -42.4% -2.1% · -3.3% -26.7% -19.4% 31.9%
Liquidità e Solvibilità 3
Dati annuali Liquidità e Solvibilità per SM
Metrica Tendenza 202520242023202220212020201920182017201620152014
Current Ratio 11-point trend, -26.9% 0.7 0.6 1.4 1.2 0.7 0.3 0.5 · 1.0 0.5 1.7 0.9
Quick Ratio 11-point trend, +45.4% 0.6 0.5 1.3 1.1 0.7 0.3 0.4 · 0.8 0.4 0.4 0.4
Interest Coverage 12-point trend, -51.1% 5.8 7.6 10.8 13.1 1.3 -6.5 -0.4 5.2 -0.9 -6.7 -4.5 11.8
Efficienza 2
Dati annuali Efficienza per SM
Metrica Tendenza 202520242023202220212020201920182017201620152014
Asset Turnover 11-point trend, -21.3% 0.4 0.4 0.4 0.6 0.5 0.2 0.3 · 0.2 0.2 0.3 0.4
Receivables Turnover 11-point trend, +15.8% 9.1 9.1 10.2 14.0 12.8 6.5 9.0 · 7.2 8.5 6.8 7.9
Per Azione 6
Dati annuali Per Azione per SM
Metrica Tendenza 202520242023202220212020201920182017201620152014
Book Value / Share 11-point trend, +23.8% $41.96 $37.02 $31.24 $25.30 $16.93 $17.57 $24.33 · $21.44 $22.44 $27.21 $33.89
Revenue / Share 12-point trend, -26.0% $27.43 $23.29 $19.91 $27.07 $21.21 $9.91 $14.13 $18.21 $10.14 $15.90 $22.99 $37.07
Cash Flow / Share 12-point trend, -18.3% $17.49 $15.43 $13.20 $13.59 $9.38 $6.95 $7.32 $6.35 $4.63 $7.22 $14.45 $21.41
Cash / Share 11-point trend, +178250.0% $3.21 $0.00 $5.32 $3.65 $2.73 $0.00 $0.00 · $2.81 $0.08 $0.00 $0.00
Dividend / Share 12-point trend, +700.0% $1 $1 $1 $0 $0 $0 $0 $0 $0 $0 $0 $0
EPS (TTM) 12-point trend, -42.4% $5.64 $6.67 $6.86 $8.96 $0.29 $-6.72 $-1.66 $4.48 $-1.44 $-9.90 $-6.61 $9.79
Tassi di Crescita 8
Dati annuali Tassi di Crescita per SM
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -87.0% 17.2% 13.3% -29.3% 28.1% 132.8% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -107.3% -2.1% 0.85% 28.2% · · · · · · · · ·
Revenue CAGR 5Y 22.9% · · · · · · · · · · ·
EPS YoY 4-point trend, -100.5% -15.4% -2.8% -23.4% 2989.7% · · · · · · · ·
EPS CAGR 3Y 2-point trend, -107.8% -14.3% 184.4% · · · · · · · · · ·
Net Income YoY 4-point trend, -100.5% -15.8% -5.9% -26.4% 2969.2% · · · · · · · ·
Net Income CAGR 3Y 2-point trend, -109.3% -16.5% 177.0% · · · · · · · · · ·
Dividend CAGR 5Y 109.6% · · · · · · · · · · ·
Valutazione (TTM) 12
Dati annuali Valutazione (TTM) per SM
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +25.0% $3.15B $2.69B $2.37B $3.36B $2.62B $1.13B $1.59B $2.07B $1.13B $1.22B $1.56B $2.52B
Net Income TTM 12-point trend, -2.7% $648M $770M $818M $1.11B $36M $-765M $-187M $508M $-161M $-758M $-448M $666M
Market Cap 11-point trend, -17.6% $2.14B $4.44B $4.48B $4.25B $3.59B $702M $1.27B · $2.47B $3.84B $1.34B $2.60B
P/E 12-point trend, -15.9% 3.3 5.8 5.6 3.9 101.7 -0.9 -6.8 3.5 -15.3 -3.5 -3.0 3.9
P/S 11-point trend, -34.1% 0.7 1.6 1.9 1.3 1.4 0.6 0.8 · 2.2 3.2 0.9 1.0
P/B 11-point trend, -60.8% 0.4 1.0 1.2 1.4 1.7 0.3 0.5 · 1.0 1.5 0.7 1.1
P / Tangible Book 6-point trend, +28.0% 0.4 1.0 1.2 1.4 1.7 0.3 · · · · · ·
P / Cash Flow 11-point trend, -40.3% 1.1 2.5 2.8 2.5 3.1 0.9 1.5 · 4.8 6.9 1.4 1.8
Dividend Yield 11-point trend, +1550.0% 4.3% 1.9% 1.6% 0.46% 0.07% 0.32% 0.89% · 0.45% 0.20% 0.51% 0.26%
Earnings Yield 12-point trend, +18.8% 30.2% 17.2% 17.7% 25.7% 0.98% -109.8% -14.8% 28.9% -6.5% -28.7% -33.6% 25.4%
Payout Ratio 12-point trend, +1305.9% 14.2% 11.0% 8.8% 1.8% 6.6% -0.30% -6.0% 2.2% -6.9% -1.0% -1.5% 1.0%
Annual Payout 12-point trend, +1268.4% $92M $85M $72M $20M $2M $2M $11M $11M $11M $8M $7M $7M

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

Conto Economico
2025-12-312024-12-312023-12-312022-12-312021-12-31
Ricavi $3.15B$2.69B$2.37B$3.36B$2.62B
Margine Operativo % 31.7%40.0%41.6%47.0%8.0%
Utile netto $648M$770M$818M$1.11B$36M
EPS Diluito $5.64$6.67$6.86$8.96$0.29
Stato Patrimoniale
2025-12-312024-12-312023-12-312022-12-312021-12-31
Rapporto corrente 0.70.61.41.20.7
Quick Ratio 0.60.51.31.10.7

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Proprietari istituzionali (13F) 545 filer · $4.3B totale · Aggiornato al 30 Giugno 2026

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
84 (-142 vs trimestre precedente) 80 (+31 vs trimestre precedente) 189 (-14 vs trimestre precedente) 157 (+88 vs trimestre precedente) +27.7M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
VANGUARD PORTFOLIO MANAGEMENT LLC $402.603.540 15.425.423 9,46% Azioni
CANADA PENSION PLAN INVESTMENT BOARD $378.287.945 14.493.791 8,89% Azioni
ARISTEIA CAPITAL, L.L.C. $339.316.939 13.000.649 7,97% Azioni
STATE STREET CORP $305.527.838 11.705.860 7,18% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $278.156.966 10.657.355 6,53% Azioni
AMERICAN CENTURY COMPANIES INC $233.221.326 8.935.683 5,48% Azioni
DIMENSIONAL FUND ADVISORS LP $201.823.940 7.732.718 4,74% Azioni
DONALD SMITH & CO., INC. $199.602.203 7.647.594 4,69% Azioni
GEODE CAPITAL MANAGEMENT, LLC $140.828.711 5.394.304 3,31% Azioni
MILLENNIUM MANAGEMENT LLC $117.279.645 4.493.473 2,76% Azioni
MACKENZIE FINANCIAL CORP $95.894.897 3.674.134 2,25% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $75.509.988 2.893.103 1,77% Azioni
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $70.890.000 2.716.076 1,67% Azioni
FULLER & THALER ASSET MANAGEMENT, INC. $59.514.816 2.280.261 1,40% Azioni
Webs Creek Capital Management LP $53.257.807 2.040.529 1,25% Azioni
Qube Research & Technologies Ltd $44.154.518 1.691.744 1,04% Azioni
VANGUARD FIDUCIARY TRUST CO $40.027.430 1.533.618 0,94% Azioni
FEARNLEY ASSET MANAGEMENT AS $39.059.616 1.496.537 0,92% Azioni
Encompass Capital Advisors LLC $37.794.392 1.448.061 0,89% Azioni
GOLDMAN SACHS GROUP INC $35.544.885 1.361.873 0,84% Azioni
Gotham Asset Management, LLC $30.976.863 1.186.853 0,73% Azioni
VICTORY CAPITAL MANAGEMENT INC $28.592.211 1.095.487 0,67% Azioni
TUDOR INVESTMENT CORP ET AL $28.331.628 1.085.503 0,67% Azioni
Fisher Asset Management, LLC $25.756.854 986.852 0,61% Azioni
FIRST TRUST ADVISORS LP $23.963.334 918.135 0,56% Azioni
AMERIPRISE FINANCIAL INC $22.637.306 867.339 0,53% Azioni
Boston Partners $22.183.935 828.428 0,52% Azioni
Balyasny Asset Management L.P. $21.911.968 839.539 0,51% Azioni
Public Sector Pension Investment Board $20.422.571 782.474 0,48% Azioni
AEGIS FINANCIAL CORP $20.328.011 778.851 0,48% Azioni
KENNEDY CAPITAL MANAGEMENT LLC $17.796.990 681.877 0,42% Azioni
Corigliano Investment Advisers, LLC $17.460.800 560.000 0,41% Azioni
CAPITAL FUND MANAGEMENT S.A. $17.393.379 666.413 0,41% Azioni
LAZARD ASSET MANAGEMENT LLC $17.298.193 662.766 0,41% Azioni
RHUMBLINE ADVISERS $17.105.186 655.372 0,40% Azioni
Sagefield Capital LP $16.528.817 633.288 0,39% Azioni
Grantham, Mayo, Van Otterloo & Co. LLC $15.539.966 595.401 0,37% Azioni
Universal- Beteiligungs- und Servicegesellschaft mbH $14.832.655 568.301 0,35% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $14.020.920 537.200 0,33% Opzione Call
Susquehanna Portfolio Strategies, LLC $13.992.836 536.124 0,33% Azioni
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $13.514.423 517.794 0,32% Azioni
Goehring & Rozencwajg Associates, LLC $13.399.897 513.406 0,31% Azioni
GLENMEDE TRUST CO NA $13.210.723 506.158 0,31% Azioni
WHITEBOX ADVISORS LLC $12.961.286 496.601 0,30% Azioni
NEW YORK STATE COMMON RETIREMENT FUND $12.769.686 489.260 0,30% Azioni
Pekin Hardy Strauss, Inc. $12.659.351 485.033 0,30% Azioni
Swiss National Bank $12.557.571 481.133 0,30% Azioni
JANE STREET GROUP, LLC $12.262.824 469.840 0,29% Opzione Call
BANK OF AMERICA CORP /DE/ $12.064.516 462.242 0,28% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $11.136.870 426.700 0,26% Opzione Put
PALISADE CAPITAL MANAGEMENT, LP $11.016.732 422.097 0,26% Azioni
Leeward Investments, LLC - MA $10.870.206 416.483 0,26% Azioni
Glenmede Investment Management, LP $10.690.256 428.124 0,25% Azioni
PANAGORA ASSET MANAGEMENT INC $10.569.665 404.968 0,25% Azioni
WELLS FARGO & COMPANY/MN $10.440.000 400.000 0,25% Opzione Call
California Public Employees Retirement System $10.331.476 395.842 0,24% Azioni
BlackRock, Inc. $10.197.949 390.726 0,24% Azioni
FMR LLC $9.766.020 374.177 0,23% Azioni
ADAGE CAPITAL PARTNERS GP, L.L.C. $9.657.000 370.000 0,23% Azioni
Legal & General Group Plc $9.148.102 350.502 0,21% Azioni
ROYCE & ASSOCIATES LP $9.081.338 347.944 0,21% Azioni
ALLIANCEBERNSTEIN L.P. $8.957.422 287.281 0,21% Azioni
JANE STREET GROUP, LLC $8.758.768 335.585 0,21% Azioni
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $8.494.062 325.443 0,20% Azioni
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $7.806.880 250.381 0,18% Azioni
CITADEL ADVISORS LLC $7.629.552 292.320 0,18% Azioni
JANE STREET GROUP, LLC $7.574.090 290.195 0,18% Opzione Put
PRUDENTIAL FINANCIAL INC $7.517.139 288.013 0,18% Azioni
WELLINGTON MANAGEMENT GROUP LLP $6.971.702 267.115 0,16% Azioni
Bridgewater Associates, LP $6.916.996 265.019 0,16% Azioni
Foundry Partners, LLC $6.533.592 218.150 0,15% Azioni
Trexquant Investment LP $6.361.823 243.748 0,15% Azioni
Truffle Hound Capital, LLC $6.264.000 240.000 0,15% Azioni
Alyeska Investment Group, L.P. $6.021.740 230.718 0,14% Azioni
PLUSTICK MANAGEMENT LLC $5.872.500 225.000 0,14% Azioni
READYSTATE ASSET MANAGEMENT LP $5.817.168 222.880 0,14% Azioni
VANGUARD ASSET MANAGEMENT, Ltd $5.407.581 207.187 0,13% Azioni
Horizon Investments, LLC $5.336.876 204.478 0,13% Azioni
SEGALL BRYANT & HAMILL, LLC $5.293.237 202.806 0,12% Azioni
Quantinno Capital Management LP $5.252.816 201.257 0,12% Azioni
Turtle Creek Wealth Advisors, LLC $4.984.030 190.959 0,12% Azioni
SIR Capital Management, L.P. $4.773.690 182.900 0,11% Azioni
CITADEL ADVISORS LLC $4.739.369 181.585 0,11% Opzione Put
Quantbot Technologies LP $4.666.680 178.800 0,11% Azioni
Squarepoint Ops LLC $4.614.480 176.800 0,11% Opzione Call
Steward Partners Investment Advisory, LLC $4.329.716 165.890 0,10% Azioni
Moody Aldrich Partners LLC $4.165.847 159.611 0,10% Azioni
CoreCommodity Management, LLC $3.988.132 152.802 0,09% Azioni
PEAK6 LLC $3.915.000 150.000 0,09% Opzione Call
JANUS HENDERSON GROUP PLC $3.882.062 124.445 0,09% Azioni
RAYMOND JAMES FINANCIAL INC $3.878.338 148.595 0,09% Azioni
Vanguard Global Advisers, LLC $3.813.523 146.112 0,09% Azioni
Corient Private Wealth LP $3.762.318 144.150 0,09% Azioni
MetLife Investment Management, LLC $3.705.365 141.968 0,09% Azioni
Squarepoint Ops LLC $3.635.730 139.300 0,09% Opzione Put
XTX Topco Ltd $3.627.717 138.993 0,09% Azioni
Aventail Capital Group, LP $3.605.245 138.132 0,08% Azioni
Congress Wealth Management LLC / DE / $3.523.736 142.602 0,08% Azioni
State of Tennessee, Department of Treasury $3.489.831 133.710 0,08% Azioni
ALGERT GLOBAL LLC $3.480.226 133.342 0,08% Azioni

Insider aziendali 57 insider · 32 dirigenti · 26 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Elizabeth Anne Mcdonald President & CEO 24 Luglio 2026 A 21.401 0 0 $0
Herbert S Vogel President & CEO 25 Luglio 2025 A 536.077 0 0 $0
Javan D Ottoson President & CEO 01 Luglio 2020 M 376.560 0 0 $0
Anthony James Best Chief Executive Officer 11 Agosto 2014 A 205.161 0 0 $0
Mark A Hellerstein CEO & President 02 Giugno 2008 G 72.555 0 0 $0
Wade A Pursell EVP & CFO 24 Luglio 2026 A 431.531 0 0 $0
Blake Douglas Mckenna EVP and COO 24 Luglio 2026 A 2.964 0 0 $0
Douglas W York Executive VP & COO 28 Febbraio 2006 A 12.496 0 0 $0
Alan D Bennett Vice President - Controller 24 Luglio 2026 A 3.686 0 0 $0
James Barker Lebeck EVP, GC & Corp Secretary 24 Luglio 2026 A 32.205 0 0 $0
Richard A. Jenkins Senior Vice President - Utah 25 Luglio 2025 A 27.925 0 0 $0
Patrick A Lytle Senior VP - Finance 25 Luglio 2025 A 12.796 0 0 $0
Kenneth J. Knott SVP - Bus Dev & Land 25 Luglio 2025 A 134.235 0 0 $0
Mary Ellen Lutey SVP - Expl., Development & EHS 20 Agosto 2024 G 123.831 0 0 $0
Julie Gray Vice President Marketing 26 Luglio 2024 A 34.869 0 0 $0
David W Copeland EVP & General Counsel 09 Settembre 2022 S 228.543 0 0 $0
David J. Whitcomb VP - Marketing 01 Settembre 2022 F 60.861 0 0 $0
Lehman E Newton III SVP - Operations 01 Settembre 2022 F 158.551 0 0 $0
Mark T Solomon VP, Controller & Asst. Sec. 30 Luglio 2018 A 18.854 0 0 $0
Mark D Mueller Sr. VP & Regional Manager 29 Agosto 2016 A 54.261 0 0 $0
Gregory T Leyendecker Sr. VP & Regional Manager 01 Luglio 2015 M 49.413 0 0 $0
Dennis A. Zubieta VP-Engineering, Eval & A&D 11 Agosto 2014 A 47.811 0 0 $0
Paul M Veatch Sr. VP & Regional Manager 01 Agosto 2012 M 22.936 0 0 $0
Stephen C Pugh Sr. VP & Regional Manager 01 Agosto 2011 M 10.936 0 0 $0
John R Monark VP - Human Resources 31 Dicembre 2010 J 2.758 0 0 $0
Milam Randolph Pharo Sr. VP & General Counsel 15 Dicembre 2010 M 35.166 0 0 $0
Jerold M Hertzler VP- Business Development 30 Giugno 2008 J 10.686 0 0 $0
Garry A Wilkening VP-HR & Administration 30 Giugno 2008 J 3.393 0 0 $0
William D Hart VP-General Manager-ArkLaTex 02 Luglio 2007 M 13.878 0 0 $0
Jerry R Schuyler Sr. VP & Regional Manager 28 Febbraio 2007 A 1.718 0 0 $0
Robert T Hanley Vice President 19 Aprile 2006 M 130.019 0 0 $0
Kevin E Wilson Senior Vice President 28 Febbraio 2006 A 2.292 0 0 $0
Ashwin Venkatraman Direttore 22 Giugno 2026 A 16.175 0 0 $0
Carrie M Fox Direttore 22 Giugno 2026 A 98.046 0 0 $0
Morris R Clark Direttore 22 Giugno 2026 A 68.978 0 0 $0
Lloyd W Helms Jr Direttore 22 Giugno 2026 A 26.564 0 0 $0
Wouter T. Van Kempen Direttore 22 Giugno 2026 A 141.551 0 0 $0
Howard A. Willard Direttore 22 Giugno 2026 A 81.986 0 0 $0
Julio M Quintana Direttore 22 Giugno 2026 A 120.191 0 0 $0
Rose M Robeson Direttore 22 Giugno 2026 A 47.529 0 0 $0
Barton R Brookman JR Direttore 22 Giugno 2026 A 35.771 0 0 $0
Ramiro G Peru Direttore 22 Giugno 2026 A 72.130 0 1 $-834.311
Carla Jean Bailo Direttore 10 Giugno 2025 A 106.830 0 0 $0
Anita M. Powers Direttore 10 Giugno 2025 A 33.890 0 0 $0
William D Sullivan Direttore 10 Giugno 2025 A 105.088 0 0 $0
Stephen R Brand Direttore 21 Giugno 2024 A 103.341 0 0 $0
Loren M Leiker Direttore 09 Giugno 2020 A 105.261 0 0 $0
Larry W Bickle Direttore 09 Giugno 2020 A 206.067 0 0 $0
William J Gardiner Direttore 20 Maggio 2015 A 61.097 0 0 $0
John M Seidl Direttore 02 Marzo 2015 S 3.010 0 0 $0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Attivisti e proprietari del 5%+ 3 partecipazioni

Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.

Depositante Depositato Partecipazione Stato Scopo Deposito
EnCap Energy Capital Fund IX, L.P., EnCap Partners GP, LLC ×2 depositi 07 Agosto 2020 Deposito iniziale SEC
Persona segnalante non divulgata, Persona segnalante non divulgata 25 Febbraio 2004 Deposito iniziale SEC
Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata 02 Aprile 2003 Deposito iniziale SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Proprietà ETF Posseduti da 111 ETF

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
PSCE · Invesco Exchange-Traded Fund Trust … 6,45% 219.248 SH 08 Agosto 2026 Giornaliero
EPHE · iShares Trust 4,51% 684.776 SH 08 Agosto 2026 Giornaliero
NEWZ · EA Series Trust 4,03% 24.641 NS 30 Aprile 2026 N-PORT
LNGX · Global X Funds 3,01% 56.187 NS 31 Maggio 2026 N-PORT
PXE · Invesco Exchange-Traded Fund Trust 2,45% 67.889 SH 08 Agosto 2026 Giornaliero
MVFD · Northern Lights Fund Trust IV 2,32% 82.013 NS 31 Maggio 2026 N-PORT
GUSH · Direxion Shares ETF Trust 2,08% 199.146 NS 30 Aprile 2026 N-PORT
BSJS · Invesco Exchange-Traded Self-Indexe… 1,58% 11.026.000 08 Agosto 2026 Giornaliero
MYLD · Cambria ETF Trust 1,50% 14.306 NS 30 Aprile 2026 N-PORT
RNIN · EA Series Trust 1,17% 57.684 NS 30 Aprile 2026 N-PORT
IEO · iShares Trust 1,13% 213.711 SH 08 Agosto 2026 Giornaliero
VRAI · ETFis Series Trust I 1,09% 6.482 NS 30 Aprile 2026 N-PORT
CCNR · Financial Investors Trust 1,02% 130.112 NS 30 Aprile 2026 N-PORT
RZV · Invesco Exchange-Traded Fund Trust 0,96% 102.475 SH 08 Agosto 2026 Giornaliero
CVY · Invesco Exchange-Traded Fund Trust 0,87% 37.333 SH 08 Agosto 2026 Giornaliero
AVUV · AMERICAN CENTURY ETF TRUST 0,86% 7.601.696 NS 31 Maggio 2026 N-PORT
ROE · EA Series Trust 0,83% 70.556 NS 29 Maggio 2026 N-PORT
EBIT · Harbor ETF Trust 0,80% 2.951 NS 30 Aprile 2026 N-PORT
IJS · iShares Trust 0,70% 2.028.125 SH 08 Agosto 2026 Giornaliero
FNK · First Trust Exchange-Traded AlphaDE… 0,70% 48.877 NS 30 Aprile 2026 N-PORT
VIOV · VANGUARD ADMIRAL FUNDS 0,64% 483.294 SH 08 Agosto 2026 Giornaliero
BSJR · Invesco Exchange-Traded Self-Indexe… 0,59% 5.217.000 08 Agosto 2026 Giornaliero
CAFG · Pacer Funds Trust 0,54% 3.980 NS 30 Aprile 2026 N-PORT
AUSF · Global X Funds 0,53% 145.072 NS 31 Maggio 2026 N-PORT
OASC · Unified Series Trust 0,44% 12.164 NS 31 Maggio 2026 N-PORT
DFSV · Dimensional ETF Trust 0,44% 1.070.689 NS 30 Aprile 2026 N-PORT
IWN · iShares Trust 0,43% 2.159.828 SH 08 Agosto 2026 Giornaliero
EELV · Invesco Exchange-Traded Fund Trust … 0,42% 182.917 SH 08 Agosto 2026 Giornaliero
VTWV · VANGUARD SCOTTSDALE FUNDS 0,39% 201.612 SH 08 Agosto 2026 Giornaliero
QVMS · Invesco Exchange-Traded Fund Trust … 0,38% 33.846 SH 08 Agosto 2026 Giornaliero
IJR · iShares Trust 0,36% 13.889.460 SH 08 Agosto 2026 Giornaliero
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,35% 82.328 NS 30 Aprile 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0,34% 145.899 NS 30 Aprile 2026 N-PORT
FENY · FIDELITY COVINGTON TRUST 0,33% 214.935 NS 30 Aprile 2026 N-PORT
VIOO · VANGUARD ADMIRAL FUNDS 0,32% 796.444 SH 08 Agosto 2026 Giornaliero
SAA · ProShares Trust 0,31% 2.708 NS 31 Maggio 2026 N-PORT
VGHY · VANGUARD FIXED INCOME SECURITIES FU… 0,30% 920.000 PA 08 Agosto 2026 Giornaliero
VDE · VANGUARD WORLD FUND 0,30% 1.245.084 SH 08 Agosto 2026 Giornaliero
DFAT · Dimensional ETF Trust 0,26% 1.127.367 NS 30 Aprile 2026 N-PORT
RSSL · Global X Funds 0,23% 108.017 NS 30 Aprile 2026 N-PORT
IWM · iShares Trust 0,22% 6.196.871 SH 08 Agosto 2026 Giornaliero
ISCV · iShares Trust 0,21% 52.372 SH 08 Agosto 2026 Giornaliero
FAB · First Trust Exchange-Traded AlphaDE… 0,21% 9.446 NS 30 Aprile 2026 N-PORT
RWJ · Invesco Exchange-Traded Fund Trust … 0,20% 149.060 SH 08 Agosto 2026 Giornaliero
OMFS · Invesco Exchange-Traded Self-Indexe… 0,20% 19.798 SH 08 Agosto 2026 Giornaliero
ITWO · ProShares Trust 0,19% 11.737 NS 31 Maggio 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0,19% 1.403.991 SH 08 Agosto 2026 Giornaliero
EVLU · iShares Trust 0,19% 2.790 SH 08 Agosto 2026 Giornaliero
IGE · iShares Trust 0,17% 45.408 SH 08 Agosto 2026 Giornaliero
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,17% 32.517 NS 30 Aprile 2026 N-PORT