Rakuten Investment Management Inc. Has $7.63 Million Stock Position in Sempra Energy $SRE

Rakuten Investment Management Inc. grew its stake in shares of Sempra Energy (NYSE:SRE) by 156.0% during the 4th quarter, Holdings Channel reports. The firm owned 85,851 shares of the utilities provider’s stock after buying an additional 52,310 shares during the period. Rakuten Investment Management Inc.’s holdings in Sempra Energy were worth $7,633,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the stock. Mesirow Financial Investment Management Inc. increased its position in shares of Sempra Energy by 1.4% during the 3rd quarter. Mesirow Financial Investment Management Inc. now owns 8,587 shares of the utilities provider’s stock worth $773,000 after purchasing an additional 115 shares during the last quarter. Rosenberg Matthew Hamilton increased its position in shares of Sempra Energy by 2.3% during the 4th quarter. Rosenberg Matthew Hamilton now owns 5,191 shares of the utilities provider’s stock worth $458,000 after purchasing an additional 116 shares during the last quarter. Advisor OS LLC increased its position in shares of Sempra Energy by 1.2% during the 3rd quarter. Advisor OS LLC now owns 9,681 shares of the utilities provider’s stock worth $871,000 after purchasing an additional 118 shares during the last quarter. Gulf International Bank UK Ltd increased its position in shares of Sempra Energy by 0.4% during the 4th quarter. Gulf International Bank UK Ltd now owns 35,009 shares of the utilities provider’s stock worth $3,091,000 after purchasing an additional 123 shares during the last quarter. Finally, Silvia Mccoll Wealth Management LLC increased its position in shares of Sempra Energy by 1.4% during the 4th quarter. Silvia Mccoll Wealth Management LLC now owns 9,045 shares of the utilities provider’s stock worth $799,000 after purchasing an additional 124 shares during the last quarter. Institutional investors and hedge funds own 89.65% of the company’s stock.

Sempra Energy Price Performance

NYSE:SRE opened at $91.75 on Wednesday. Sempra Energy has a one year low of $73.06 and a one year high of $101.04. The company has a market cap of $59.98 billion, a P/E ratio of 31.10, a P/E/G ratio of 2.21 and a beta of 0.56. The firm’s fifty day moving average price is $92.83 and its two-hundred day moving average price is $91.74. The company has a debt-to-equity ratio of 0.78, a current ratio of 1.69 and a quick ratio of 1.66.

Sempra Energy (NYSE:SRE) last released its quarterly earnings data on Thursday, May 7th. The utilities provider reported $1.51 EPS for the quarter, meeting the consensus estimate of $1.51. The firm had revenue of $3.66 billion for the quarter, compared to the consensus estimate of $4.10 billion. Sempra Energy had a net margin of 14.31% and a return on equity of 8.20%. The company’s quarterly revenue was down 3.9% on a year-over-year basis. During the same period in the previous year, the company earned $1.44 earnings per share. Sempra Energy has set its FY 2027 guidance at 5.100-5.700 EPS and its FY 2026 guidance at 4.870-5.370 EPS. Equities analysts expect that Sempra Energy will post 5.11 earnings per share for the current year.

Sempra Energy Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Thursday, June 25th will be issued a $0.6575 dividend. This represents a $2.63 annualized dividend and a yield of 2.9%. The ex-dividend date of this dividend is Thursday, June 25th. Sempra Energy’s dividend payout ratio is currently 89.15%.

Insider Buying and Selling at Sempra Energy

In related news, insider Diana L. Day sold 3,300 shares of Sempra Energy stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $92.13, for a total transaction of $304,029.00. Following the completion of the sale, the insider directly owned 22,870 shares of the company’s stock, valued at approximately $2,107,013.10. This trade represents a 12.61% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Pablo Ferrero sold 2,600 shares of the company’s stock in a transaction on Monday, May 18th. The shares were sold at an average price of $89.53, for a total value of $232,778.00. Following the completion of the transaction, the director directly owned 15,423 shares in the company, valued at approximately $1,380,821.19. This represents a 14.43% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 7,028 shares of company stock valued at $645,873 in the last three months. 0.31% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several research firms have weighed in on SRE. JPMorgan Chase & Co. boosted their price target on Sempra Energy from $98.00 to $106.00 and gave the stock an “overweight” rating in a research report on Wednesday, March 18th. Wells Fargo & Company reiterated an “overweight” rating and issued a $118.00 target price on shares of Sempra Energy in a research note on Tuesday, April 21st. Wall Street Zen upgraded shares of Sempra Energy from a “sell” rating to a “hold” rating in a research note on Saturday. Barclays reiterated an “overweight” rating and issued a $105.00 target price (up from $95.00) on shares of Sempra Energy in a research note on Wednesday, April 15th. Finally, Morgan Stanley set a $104.00 target price on shares of Sempra Energy and gave the company an “overweight” rating in a research note on Tuesday, April 21st. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $102.67.

About Sempra Energy

Sempra Energy is a San Diego–based energy infrastructure company that develops, owns and operates businesses delivering electricity and natural gas. Its operations include regulated utility services that provide electric and gas distribution to residential, commercial and industrial customers, as well as non‑regulated infrastructure businesses that develop and manage large-scale energy assets.

The company’s product and service portfolio spans electricity and natural gas delivery, transmission and storage, liquefied natural gas (LNG) facilities, power generation and electric transmission projects.