6,775 Shares in Sempra Energy $SRE Bought by Excelsior Advisor Network LLC

Excelsior Advisor Network LLC acquired a new stake in Sempra Energy (NYSE:SRE) during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm acquired 6,775 shares of the utilities provider’s stock, valued at approximately $658,000.

Other hedge funds have also recently made changes to their positions in the company. Creative Capital Management Investments LLC boosted its stake in Sempra Energy by 12.1% during the 1st quarter. Creative Capital Management Investments LLC now owns 1,040 shares of the utilities provider’s stock valued at $101,000 after purchasing an additional 112 shares during the last quarter. Bell Investment Advisors Inc lifted its holdings in shares of Sempra Energy by 79.5% in the first quarter. Bell Investment Advisors Inc now owns 262 shares of the utilities provider’s stock valued at $25,000 after purchasing an additional 116 shares in the last quarter. Gulf International Bank UK Ltd boosted its position in shares of Sempra Energy by 0.4% during the fourth quarter. Gulf International Bank UK Ltd now owns 35,009 shares of the utilities provider’s stock valued at $3,091,000 after buying an additional 123 shares during the last quarter. Rothschild Investment LLC boosted its position in shares of Sempra Energy by 3.5% during the fourth quarter. Rothschild Investment LLC now owns 3,666 shares of the utilities provider’s stock valued at $324,000 after buying an additional 124 shares during the last quarter. Finally, Clal Insurance Enterprises Holdings Ltd grew its holdings in Sempra Energy by 57.7% during the fourth quarter. Clal Insurance Enterprises Holdings Ltd now owns 347 shares of the utilities provider’s stock worth $31,000 after buying an additional 127 shares in the last quarter. 89.65% of the stock is currently owned by institutional investors and hedge funds.

Sempra Energy Price Performance

SRE stock opened at $91.20 on Tuesday. The firm has a 50 day moving average of $91.95 and a 200-day moving average of $92.47. The firm has a market capitalization of $59.62 billion, a P/E ratio of 30.92, a price-to-earnings-growth ratio of 2.23 and a beta of 0.56. Sempra Energy has a 12 month low of $78.97 and a 12 month high of $101.04. The company has a current ratio of 1.69, a quick ratio of 1.66 and a debt-to-equity ratio of 0.78.

Sempra Energy (NYSE:SRE) last posted its earnings results on Thursday, May 7th. The utilities provider reported $1.51 earnings per share for the quarter, hitting analysts’ consensus estimates of $1.51. Sempra Energy had a net margin of 14.31% and a return on equity of 8.20%. The business had revenue of $3.65 billion for the quarter, compared to analyst estimates of $4.10 billion. During the same quarter in the prior year, the firm posted $1.44 EPS. Sempra Energy’s revenue was down 3.9% on a year-over-year basis. 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. As a group, sell-side analysts predict that Sempra Energy will post 5.12 earnings per share for the current fiscal year.

Sempra Energy Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Thursday, June 25th were given a dividend of $0.6575 per share. This represents a $2.63 annualized dividend and a yield of 2.9%. The ex-dividend date was Thursday, June 25th. Sempra Energy’s payout ratio is presently 89.15%.

Insider Buying and Selling

In other Sempra Energy news, EVP Caroline Ann Winn sold 8,000 shares of the company’s stock in a transaction dated Wednesday, June 17th. The stock was sold at an average price of $90.55, for a total value of $724,400.00. Following the transaction, the executive vice president directly owned 25,164 shares in the company, valued at $2,278,600.20. This represents a 24.12% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Pablo Ferrero sold 2,600 shares of the firm’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $89.53, for a total value of $232,778.00. Following the completion of the sale, the director directly owned 15,423 shares in the company, valued at approximately $1,380,821.19. The trade was a 14.43% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 13,900 shares of company stock worth $1,261,207 over the last ninety days. 0.31% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on SRE. Truist Financial set a $104.00 price objective on Sempra Energy and gave the company a “buy” rating in a research note on Monday, May 18th. Morgan Stanley reiterated an “overweight” rating and set a $108.00 target price on shares of Sempra Energy in a research note on Wednesday, July 22nd. BMO Capital Markets set a $102.00 price objective on Sempra Energy and gave the company an “outperform” rating in a report on Wednesday, July 22nd. Barclays decreased their target price on Sempra Energy from $105.00 to $103.00 and set an “overweight” rating for the company in a research report on Thursday, July 9th. Finally, TD Cowen began coverage on Sempra Energy in a research note on Wednesday, July 8th. They set a “buy” rating for the company. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $104.23.

Sempra Energy 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.