Sempra Energy $SRE Shares Acquired by Financial Alternatives Inc

Financial Alternatives Inc grew its stake in Sempra Energy (NYSE:SRE) by 196.6% in the fourth quarter, Holdings Channel reports. The fund owned 16,201 shares of the utilities provider’s stock after purchasing an additional 10,739 shares during the period. Sempra Energy accounts for about 0.8% of Financial Alternatives Inc’s portfolio, making the stock its 22nd largest holding. Financial Alternatives Inc’s holdings in Sempra Energy were worth $1,430,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. NewEdge Wealth LLC increased its stake in shares of Sempra Energy by 13.9% in the 4th quarter. NewEdge Wealth LLC now owns 32,332 shares of the utilities provider’s stock worth $2,855,000 after acquiring an additional 3,938 shares during the last quarter. Chesapeake Capital Corp IL acquired a new stake in shares of Sempra Energy in the 4th quarter worth $239,000. Crossmark Global Holdings Inc. increased its stake in shares of Sempra Energy by 8.8% in the 4th quarter. Crossmark Global Holdings Inc. now owns 40,961 shares of the utilities provider’s stock worth $3,616,000 after acquiring an additional 3,304 shares during the last quarter. Buck Wealth Strategies LLC increased its stake in shares of Sempra Energy by 3.0% in the 4th quarter. Buck Wealth Strategies LLC now owns 69,164 shares of the utilities provider’s stock worth $6,106,000 after acquiring an additional 2,019 shares during the last quarter. Finally, Lighthouse Financial Services Inc. ADV acquired a new stake in shares of Sempra Energy in the 4th quarter worth $449,000. 89.65% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Sempra Energy

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

• Positive Sentiment: Sempra’s adjusted Q1 EPS of $1.51 matched estimates and improved from $1.44 a year ago, showing earnings growth despite a mixed operating backdrop. Sempra Reports First-Quarter 2026 Results
• Positive Sentiment: Oncor, Sempra’s Texas utility, reported higher first-quarter net income, supported by rate increases, customer growth, and infrastructure investments, which helps reinforce the company’s long-term growth story. Oncor Reports First Quarter 2026 Results
• Neutral Sentiment: Management and call coverage emphasized Sempra’s “massive growth plan,” suggesting continued capital investment and expansion, but with limited immediate detail in the available summaries. Sempra Energy Earnings Call Highlights Massive Growth Plan
• Negative Sentiment: Revenue missed expectations at $3.65 billion versus about $4.10 billion expected, and the company cited weaker natural gas sales and softer California utility revenue. Sempra narrowly misses profit estimates on lower sales
• Negative Sentiment: Full-year 2026 and 2027 EPS guidance came in below consensus, which is likely weighing on the stock more than the near-term earnings beat. Conference Call and Earnings Release

Analyst Ratings Changes

A number of brokerages have issued reports on SRE. Barclays reaffirmed an “overweight” rating and issued a $105.00 target price (up from $95.00) on shares of Sempra Energy in a research note on Wednesday, April 15th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Sempra Energy in a report on Monday, April 20th. JPMorgan Chase & Co. increased their price target on Sempra Energy from $98.00 to $106.00 and gave the stock an “overweight” rating in a report on Wednesday, March 18th. Morgan Stanley set a $104.00 price target on Sempra Energy and gave the stock an “overweight” rating in a report on Tuesday, April 21st. Finally, Wall Street Zen cut Sempra Energy from a “hold” rating to a “sell” rating in a report on Sunday. Two investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $102.67.

Insiders Place Their Bets

In other news, CAO Dyan Z. Wold sold 1,539 shares of Sempra Energy stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $95.38, for a total value of $146,789.82. Following the completion of the transaction, the chief accounting officer owned 4,633 shares in the company, valued at approximately $441,895.54. This trade represents a 24.94% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Justin Christopher Bird sold 1,128 shares of the business’s stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $96.69, for a total value of $109,066.32. Following the sale, the executive vice president owned 21,632 shares of the company’s stock, valued at approximately $2,091,598.08. The trade was a 4.96% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have bought 6,192 shares of company stock worth $576,979 and have sold 7,539 shares worth $706,906. 0.31% of the stock is owned by corporate insiders.

Sempra Energy Stock Performance

Shares of SRE opened at $91.55 on Friday. The stock has a 50-day simple moving average of $95.10 and a 200-day simple moving average of $92.01. The company has a debt-to-equity ratio of 0.78, a quick ratio of 1.57 and a current ratio of 1.69. The stock has a market capitalization of $59.81 billion, a PE ratio of 31.03, a PEG ratio of 3.43 and a beta of 0.60. Sempra Energy has a 1 year low of $73.06 and a 1 year high of $101.04.

Sempra Energy (NYSE:SRE) last announced its quarterly earnings data on Thursday, May 7th. The utilities provider reported $1.51 earnings per share (EPS) for the quarter, meeting the consensus estimate 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 return on equity of 8.20% and a net margin of 14.31%.The business’s quarterly revenue was down 3.9% compared to the same quarter last year. During the same quarter last year, the business 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, analysts predict that Sempra Energy will post 5.11 earnings per share for the current fiscal year.

Sempra Energy Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Thursday, March 19th were paid a $0.6575 dividend. This represents a $2.63 annualized dividend and a dividend yield of 2.9%. The ex-dividend date was Thursday, March 19th. This is a boost from Sempra Energy’s previous quarterly dividend of $0.65. Sempra Energy’s dividend payout ratio (DPR) is 95.29%.

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.