OneDigital Investment Advisors LLC Makes New $907,000 Investment in Sempra Energy $SRE

OneDigital Investment Advisors LLC purchased a new position in shares of Sempra Energy (NYSE:SRE) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 9,780 shares of the utilities provider’s stock, valued at approximately $907,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in SRE. Empowered Funds LLC increased its stake in Sempra Energy by 52.5% in the 1st quarter. Empowered Funds LLC now owns 18,008 shares of the utilities provider’s stock valued at $1,285,000 after buying an additional 6,196 shares during the last quarter. Woodline Partners LP boosted its stake in shares of Sempra Energy by 40.7% during the 1st quarter. Woodline Partners LP now owns 53,512 shares of the utilities provider’s stock worth $3,819,000 after buying an additional 15,474 shares during the last quarter. Baird Financial Group Inc. boosted its stake in shares of Sempra Energy by 6.2% during the 2nd quarter. Baird Financial Group Inc. now owns 14,699 shares of the utilities provider’s stock worth $1,114,000 after buying an additional 858 shares during the last quarter. Cary Street Partners Financial LLC grew its holdings in shares of Sempra Energy by 78.5% in the 2nd quarter. Cary Street Partners Financial LLC now owns 771 shares of the utilities provider’s stock valued at $58,000 after acquiring an additional 339 shares in the last quarter. Finally, Sei Investments Co. grew its holdings in shares of Sempra Energy by 80.0% in the 2nd quarter. Sei Investments Co. now owns 423,280 shares of the utilities provider’s stock valued at $32,072,000 after acquiring an additional 188,131 shares in the last quarter. 89.65% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Sempra Energy

In related news, EVP Caroline Ann Winn sold 8,000 shares of the stock in a transaction on Wednesday, June 17th. The stock was sold at an average price of $90.55, for a total value of $724,400.00. Following the sale, the executive vice president owned 25,164 shares in the company, valued at approximately $2,278,600.20. This represents a 24.12% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.31% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on SRE. Wells Fargo & Company reiterated an “overweight” rating and set a $118.00 target price on shares of Sempra Energy in a report on Tuesday, April 21st. Wall Street Zen upgraded Sempra Energy from a “sell” rating to a “hold” rating in a research note on Saturday, July 25th. Jefferies Financial Group set a $101.00 price target on Sempra Energy in a research report on Thursday, July 16th. Barclays dropped their price objective on Sempra Energy from $105.00 to $103.00 and set an “overweight” rating on the stock in a research note on Thursday, July 9th. Finally, Morgan Stanley reissued an “overweight” rating and issued a $108.00 price objective on shares of Sempra Energy in a report on Wednesday, July 22nd. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $103.92.

Sempra Energy Stock Down 0.5%

Sempra Energy stock opened at $85.97 on Tuesday. The company has a debt-to-equity ratio of 0.78, a current ratio of 1.64 and a quick ratio of 1.62. The company’s 50-day moving average is $90.77 and its 200-day moving average is $92.26. The firm has a market capitalization of $56.22 billion, a PE ratio of 24.92, a P/E/G ratio of 2.08 and a beta of 0.57. Sempra Energy has a fifty-two week low of $78.97 and a fifty-two week high of $101.04.

Sempra Energy (NYSE:SRE) last posted its quarterly earnings results on Thursday, August 6th. The utilities provider reported $1.16 EPS for the quarter, topping analysts’ consensus estimates of $1.01 by $0.15. The business had revenue of $3 billion during the quarter, compared to analysts’ expectations of $3.14 billion. Sempra Energy had a return on equity of 8.49% and a net margin of 16.70%.Sempra Energy’s quarterly revenue was down .1% on a year-over-year basis. During the same quarter last year, the company posted $0.89 earnings per share. Sempra Energy has set its FY 2027 guidance at 5.100-5.700 EPS and its FY 2026 guidance at 4.800-5.300 EPS. Sell-side analysts anticipate that Sempra Energy will post 5.12 earnings per share for the current year.

Sempra Energy Company Profile

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.