DNB Asset Management AS Acquires 6,015 Shares of Sempra Energy $SRE

DNB Asset Management AS grew its holdings in shares of Sempra Energy (NYSE:SRE) by 2.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 239,527 shares of the utilities provider’s stock after acquiring an additional 6,015 shares during the quarter. DNB Asset Management AS’s holdings in Sempra Energy were worth $21,553,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the stock. Empowered Funds LLC raised its holdings 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 increased its position in shares of Sempra Energy by 40.7% during the first 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 period. Ignite Planners LLC grew its holdings in Sempra Energy by 3.1% during the 2nd quarter. Ignite Planners LLC now owns 12,396 shares of the utilities provider’s stock worth $970,000 after acquiring an additional 371 shares during the period. Bessemer Group Inc. increased its holdings in Sempra Energy by 9.3% in the second quarter. Bessemer Group Inc. now owns 9,160 shares of the utilities provider’s stock worth $695,000 after purchasing an additional 782 shares in the last quarter. Finally, Howard Capital Management Inc. increased its stake in shares of Sempra Energy by 11.1% in the 2nd quarter. Howard Capital Management Inc. now owns 3,980 shares of the utilities provider’s stock valued at $304,000 after acquiring an additional 399 shares in the last quarter. Institutional investors own 89.65% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on the company. Weiss Ratings reiterated a “hold (c+)” rating on shares of Sempra Energy in a report on Wednesday, January 21st. UBS Group reissued an “outperform” rating and issued a $100.00 price objective on shares of Sempra Energy in a research report on Thursday, January 22nd. Wall Street Zen raised shares of Sempra Energy from a “sell” rating to a “hold” rating in a report on Saturday, November 8th. Citigroup reiterated a “neutral” rating and issued a $99.00 target price (up from $80.00) on shares of Sempra Energy in a research note on Monday, November 24th. Finally, Wells Fargo & Company upped their price target on Sempra Energy from $112.00 to $113.00 and gave the company an “overweight” rating in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $99.20.

Sempra Energy News Summary

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

• Positive Sentiment: Wells Fargo raised its price target to $113 and kept an “overweight” rating — the new target implies roughly a mid-teens upside from current levels, supporting buy-side interest. Benzinga
• Positive Sentiment: Company lifted its five-year capital plan (16% increase) and beat Q4 adjusted profit estimates, signaling higher near-term infrastructure spending and growth that justify a premium multiple. Reuters
• Positive Sentiment: Sempra issued a robust long‑range EPS outlook (2030 guidance) and highlighted value‑creation initiatives in its 2025 results release, which supports a constructive long-term growth story. PR Newswire
• Positive Sentiment: Q4 EPS beat street estimates ($1.28 vs. consensus ~ $1.12), which investors often reward even though revenue was slightly soft — the beat helps justify recent analyst upgrades. Zacks
• Positive Sentiment: Sempra raised its quarterly dividend (to $0.6575; ~2.8% yield), a modest increase that supports income-focused investors and signals board confidence.
• Neutral Sentiment: Brokerage consensus remains a “Moderate Buy,” indicating broad analyst support but not unanimous conviction. AmericanBankingNews
• Neutral Sentiment: Updated FY‑2026 and FY‑2027 guidance provide ranges that are roughly in line with consensus (some endpoints below/above estimates), leaving near‑term growth visibility mixed. PR Newswire (guidance)
• Neutral Sentiment: Earnings call transcript and slide deck are available for investors who want detail on segment performance and capital allocation—useful but not market-moving by themselves. Seeking Alpha
• Negative Sentiment: Revenue slipped year-over-year (down ~0.2%) and overall profits/cash levels were described as tighter, which could temper valuation expansion and raise near‑term execution questions. Zacks (revenue note)

Sempra Energy Price Performance

Shares of Sempra Energy stock opened at $96.16 on Friday. Sempra Energy has a 52 week low of $61.90 and a 52 week high of $97.44. The company has a quick ratio of 1.56, a current ratio of 1.59 and a debt-to-equity ratio of 0.76. The business has a 50 day moving average of $89.68 and a 200 day moving average of $88.73. The company has a market cap of $62.76 billion, a PE ratio of 34.84, a P/E/G ratio of 3.59 and a beta of 0.74.

Sempra Energy (NYSE:SRE) last issued its quarterly earnings results on Thursday, February 26th. The utilities provider reported $1.28 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.12 by $0.16. Sempra Energy had a net margin of 13.27% and a return on equity of 8.28%. The company had revenue of $3.75 billion during the quarter, compared to analysts’ expectations of $3.82 billion. During the same period last year, the company posted $1.50 EPS. Sempra Energy’s revenue was down .2% on a year-over-year basis. As a group, equities research analysts forecast that Sempra Energy will post 4.76 earnings per share for the current year.

Sempra Energy Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Thursday, March 19th will be paid a $0.6575 dividend. This represents a $2.63 annualized dividend and a dividend yield of 2.7%. This is an increase from Sempra Energy’s previous quarterly dividend of $0.65. The ex-dividend date of this dividend is Thursday, March 19th. Sempra Energy’s dividend payout ratio is 79.14%.

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.