Sempra Energy $SRE Shares Acquired by Rakuten Investment Management Inc.

Rakuten Investment Management Inc. increased its holdings in shares of Sempra Energy (NYSE:SRE) by 9.8% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 117,355 shares of the utilities provider’s stock after purchasing an additional 10,457 shares during the quarter. Rakuten Investment Management Inc.’s holdings in Sempra Energy were worth $9,175,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in SRE. BlackRock Inc. bought a new position in Sempra Energy in the second quarter valued at $5,588,577,000. Bank of America Corp DE increased its stake in Sempra Energy by 16.1% in the 1st quarter. Bank of America Corp DE now owns 10,385,174 shares of the utilities provider’s stock valued at $1,009,127,000 after buying an additional 1,441,981 shares during the last quarter. Deutsche Bank AG bought a new stake in Sempra Energy during the 2nd quarter worth about $896,599,000. Legal & General Group Plc bought a new stake in Sempra Energy during the 2nd quarter worth about $538,775,000. Finally, Bank of New York Mellon Corp bought a new stake in Sempra Energy during the 2nd quarter worth about $465,202,000. Institutional investors and hedge funds own 89.65% of the company’s stock.

Sempra Energy Price Performance

Shares of SRE opened at $80.11 on Friday. The company has a current ratio of 1.64, a quick ratio of 1.62 and a debt-to-equity ratio of 0.78. The company’s fifty day simple moving average is $82.17 and its 200 day simple moving average is $89.28. Sempra Energy has a 1-year low of $76.21 and a 1-year high of $101.04. The company has a market cap of $52.38 billion, a price-to-earnings ratio of 16.38, a PEG ratio of 2.28 and a beta of 0.55.

Sempra Energy (NYSE:SRE) last announced its quarterly earnings results on Thursday, November 5th. The utilities provider reported $1.40 EPS for the quarter, beating analysts’ consensus estimates of $1.22 by $0.18. The firm had revenue of $3.19 billion during the quarter, compared to analysts’ expectations of $3.31 billion. Sempra Energy had a net margin of 16.70% and a return on equity of 8.49%. The company’s revenue for the quarter was up 1.3% compared to the same quarter last year. During the same quarter last year, the company posted $1.11 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. On average, research analysts forecast that Sempra Energy will post 5.14 earnings per share for the current fiscal year.

Sempra Energy Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, October 15th. Stockholders of record on Thursday, September 24th were issued a $0.6575 dividend. This represents a $2.63 dividend on an annualized basis and a dividend yield of 3.3%. The ex-dividend date of this dividend was Thursday, September 24th. Sempra Energy’s dividend payout ratio is presently 76.23%.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on SRE. HSBC began coverage on shares of Sempra Energy in a research note on Thursday, October 22nd. They set a “buy” rating and a $97.50 price objective for the company. LADENBURG THALM/SH SH lowered their target price on Sempra Energy from $98.00 to $89.50 and set a “buy” rating on the stock in a research report on Tuesday, September 22nd. The Goldman Sachs Group upped their target price on Sempra Energy from $109.00 to $110.00 and gave the stock a “buy” rating in a report on Monday, August 10th. Truist Financial set a $94.00 price target on Sempra Energy and gave the company a “buy” rating in a research report on Wednesday, October 14th. Finally, Weiss Ratings downgraded Sempra Energy from a “hold (c+)” rating to a “hold (c)” rating in a research note on Friday, October 30th. Fourteen analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $99.47.

Key Headlines Impacting Sempra Energy

Here are the key news stories impacting Sempra Energy this week:

• Positive Sentiment: Adjusted third-quarter EPS was $1.40, above the $1.22 consensus and up from $1.11 a year earlier. Stronger Oncor equity earnings and infrastructure performance supported the result. Sempra’s Q3 Earnings Outpace Estimates, Revenues Increase Y/Y
• Positive Sentiment: Management said it expects to deliver toward the high end of its 2026 adjusted EPS outlook. Oncor also reported a sharp rise in quarterly net income, helped by new rates, customer growth and higher consumption. Sempra Reports Strong Third-Quarter 2026 Results
• Positive Sentiment: Sempra announced an expected 20% increase to Oncor’s base capital plan, signaling greater investment in its regulated utility business.
• Neutral Sentiment: FY 2026 EPS guidance is $4.80–$5.30 versus a $5.13 consensus; FY 2027 guidance is $5.10–$5.70 versus $5.54 consensus. Both ranges span the market estimates, leaving room for uncertainty despite the high-end 2026 adjusted outlook.
• Negative Sentiment: Quarterly revenue of $3.19 billion missed analysts’ $3.31 billion estimate, despite increasing 1.3% year over year. The revenue shortfall may be weighing on the response to the earnings beat.

Sempra Energy Company Profile

Sempra is an energy infrastructure company headquartered in San Diego, California. Through its regulated utility businesses, the company provides natural gas and electric service to customers in California, including through Southern California Gas Company and San Diego Gas & Electric Company.

Sempra also develops, owns, and operates energy infrastructure in North America. Its activities include natural gas pipelines and storage, liquefied natural gas infrastructure, renewable energy and battery storage projects, and electric transmission and distribution assets.