Swiss National Bank Has $186.12 Million Position in Sempra Energy $SRE

Swiss National Bank boosted its holdings in shares of Sempra Energy (NYSE:SRE) by 7.1% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,915,400 shares of the utilities provider’s stock after acquiring an additional 127,400 shares during the quarter. Swiss National Bank’s holdings in Sempra Energy were worth $186,119,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Bell Investment Advisors Inc increased its stake in shares of Sempra Energy by 79.5% during the 1st quarter. Bell Investment Advisors Inc now owns 262 shares of the utilities provider’s stock worth $25,000 after purchasing an additional 116 shares during the last quarter. Ares Financial Consulting LLC bought a new position in shares of Sempra Energy during the 4th quarter valued at $26,000. Clal Insurance Enterprises Holdings Ltd lifted its stake in shares of Sempra Energy by 57.7% in the 4th quarter. Clal Insurance Enterprises Holdings Ltd now owns 347 shares of the utilities provider’s stock valued at $31,000 after purchasing an additional 127 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC lifted its stake in shares of Sempra Energy by 83.0% in the 4th quarter. Annis Gardner Whiting Capital Advisors LLC now owns 355 shares of the utilities provider’s stock valued at $32,000 after purchasing an additional 161 shares during the last quarter. Finally, Key Financial Inc boosted its holdings in Sempra Energy by 73.6% in the fourth quarter. Key Financial Inc now owns 361 shares of the utilities provider’s stock worth $32,000 after purchasing an additional 153 shares in the last quarter. 89.65% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Sempra Energy

In other news, insider Diana L. Day sold 3,300 shares of Sempra Energy stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $92.13, for a total value of $304,029.00. Following the transaction, the insider directly owned 22,870 shares in the company, valued at approximately $2,107,013.10. The trade was a 12.61% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Pablo Ferrero sold 2,600 shares of the business’s stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $89.53, for a total value of $232,778.00. Following the transaction, the director directly owned 15,423 shares of the company’s stock, valued at $1,380,821.19. This represents a 14.43% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 13,900 shares of company stock worth $1,261,207. Company insiders own 0.31% of the company’s stock.

Sempra Energy Price Performance

NYSE SRE opened at $92.31 on Monday. Sempra Energy has a 1 year low of $76.43 and a 1 year high of $101.04. The company has a fifty day simple moving average of $91.94 and a 200 day simple moving average of $92.32. The company has a current ratio of 1.69, a quick ratio of 1.66 and a debt-to-equity ratio of 0.78. The company has a market cap of $60.34 billion, a P/E ratio of 31.29, a P/E/G ratio of 2.22 and a beta of 0.56.

Sempra Energy (NYSE:SRE) last announced its earnings results on Thursday, May 7th. The utilities provider reported $1.51 EPS for the quarter, hitting the consensus estimate of $1.51. The firm had revenue of $3.65 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 business’s quarterly revenue was down 3.9% on a year-over-year basis. During the same quarter last year, the firm posted $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. On average, sell-side analysts predict that Sempra Energy will post 5.12 EPS for the current year.

Sempra Energy Announces Dividend

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

Analysts Set New Price Targets

Several equities analysts have commented on SRE shares. Truist Financial set a $104.00 target price on shares of Sempra Energy and gave the stock a “buy” rating in a research report on Monday, May 18th. Morgan Stanley reaffirmed an “overweight” rating and issued a $105.00 price target on shares of Sempra Energy in a research report on Wednesday, June 24th. TD Cowen started coverage on Sempra Energy in a research note on Wednesday, July 8th. They set a “buy” rating for the company. Weiss Ratings reissued a “hold (c+)” rating on shares of Sempra Energy in a report on Monday, April 20th. Finally, Jefferies Financial Group set a $101.00 price objective on Sempra Energy in a research note on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, Sempra Energy has an average rating of “Moderate Buy” and an average price target of $104.08.

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.