Jefferies Financial Group Inc. Acquires 155,944 Shares of Sempra Energy $SRE

Jefferies Financial Group Inc. raised its holdings in Sempra Energy (NYSE:SRE) by 69.8% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 379,460 shares of the utilities provider’s stock after purchasing an additional 155,944 shares during the period. Jefferies Financial Group Inc.’s holdings in Sempra Energy were worth $33,503,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Mirae Asset Global Investments Co. Ltd. boosted its holdings in Sempra Energy by 19.4% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 85,334 shares of the utilities provider’s stock valued at $7,678,000 after purchasing an additional 13,864 shares during the period. Peak Financial Advisors LLC lifted its holdings in shares of Sempra Energy by 190.1% during the 4th quarter. Peak Financial Advisors LLC now owns 26,552 shares of the utilities provider’s stock worth $2,344,000 after acquiring an additional 17,400 shares during the period. Lansforsakringar Fondforvaltning AB publ lifted its holdings in shares of Sempra Energy by 5.7% during the 3rd quarter. Lansforsakringar Fondforvaltning AB publ now owns 203,402 shares of the utilities provider’s stock worth $18,302,000 after acquiring an additional 11,020 shares during the period. Duff & Phelps Investment Management Co. lifted its holdings in shares of Sempra Energy by 5.2% during the 3rd quarter. Duff & Phelps Investment Management Co. now owns 2,143,205 shares of the utilities provider’s stock worth $192,846,000 after acquiring an additional 106,380 shares during the period. Finally, ANTIPODES PARTNERS Ltd bought a new stake in shares of Sempra Energy during the 3rd quarter worth approximately $150,993,000. Institutional investors own 89.65% of the company’s stock.

Sempra Energy Price Performance

SRE stock opened at $92.89 on Friday. The company has a 50 day simple moving average of $94.54 and a 200 day simple moving average of $91.96. The stock has a market cap of $60.72 billion, a price-to-earnings ratio of 31.49, a P/E/G ratio of 3.50 and a beta of 0.60. Sempra Energy has a 1 year low of $73.06 and a 1 year high of $101.04. 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 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $1.51. The business had revenue of $3.66 billion during the quarter, compared to analysts’ expectations of $4.10 billion. Sempra Energy had a net margin of 14.31% and a return on equity of 8.20%. The firm’s quarterly revenue was down 3.9% compared to the same quarter last year. During the same period in the prior year, the company earned $1.44 EPS. 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. Research analysts anticipate that Sempra Energy will post 5.11 EPS for the current fiscal year.

Sempra Energy Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Thursday, June 25th will be given a $0.6575 dividend. This represents a $2.63 annualized dividend and a yield of 2.8%. The ex-dividend date is Thursday, June 25th. Sempra Energy’s dividend payout ratio is 89.15%.

Insider Transactions at Sempra Energy

In other Sempra Energy news, CFO Karen L. Sedgwick sold 4,872 shares of the company’s stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $92.58, for a total value of $451,049.76. Following the completion of the transaction, the chief financial officer directly owned 39,029 shares in the company, valued at approximately $3,613,304.82. This represents a 11.10% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Diana L. Day sold 3,300 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $92.13, for a total transaction of $304,029.00. Following the completion of the transaction, the insider 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 ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders acquired 6,192 shares of company stock worth $576,979 and sold 13,439 shares worth $1,243,713. Insiders own 0.31% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on SRE shares. Wall Street Zen downgraded shares of Sempra Energy from a “hold” rating to a “sell” rating in a report on Sunday, May 10th. Wells Fargo & Company reaffirmed an “overweight” rating and set a $118.00 price target on shares of Sempra Energy in a report on Tuesday, April 21st. BMO Capital Markets cut their price target on shares of Sempra Energy from $105.00 to $103.00 and set an “outperform” rating for the company in a report on Monday, May 11th. Morgan Stanley set a $104.00 price target on shares of Sempra Energy and gave the stock an “overweight” rating in a report on Tuesday, April 21st. Finally, Argus upgraded shares of Sempra Energy from a “hold” rating to a “buy” rating in a research report on Wednesday, March 4th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus 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.