BW Gestao de Investimentos Ltda. Takes Position in Sempra Energy $SRE

BW Gestao de Investimentos Ltda. purchased a new stake in Sempra Energy (NYSE:SRE) during the fourth quarter, Holdings Channel reports. The fund purchased 188,347 shares of the utilities provider’s stock, valued at approximately $16,629,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. Vanguard Group Inc. increased its stake in Sempra Energy by 1.3% during the 4th quarter. Vanguard Group Inc. now owns 76,734,070 shares of the utilities provider’s stock worth $6,774,907,000 after buying an additional 1,008,476 shares during the period. Capital International Investors grew its position in shares of Sempra Energy by 9.2% in the 3rd quarter. Capital International Investors now owns 54,071,206 shares of the utilities provider’s stock valued at $4,865,115,000 after buying an additional 4,572,312 shares during the last quarter. State Street Corp grew its position in shares of Sempra Energy by 1.8% in the 3rd quarter. State Street Corp now owns 34,986,169 shares of the utilities provider’s stock valued at $3,148,055,000 after buying an additional 606,101 shares during the last quarter. Geode Capital Management LLC boosted its stake in Sempra Energy by 0.8% during the 4th quarter. Geode Capital Management LLC now owns 14,298,845 shares of the utilities provider’s stock worth $1,256,592,000 after purchasing an additional 116,554 shares during the period. Finally, JPMorgan Chase & Co. boosted its stake in Sempra Energy by 106.3% during the 3rd quarter. JPMorgan Chase & Co. now owns 10,428,007 shares of the utilities provider’s stock worth $938,325,000 after purchasing an additional 5,374,277 shares during the period. 89.65% of the stock is owned by hedge funds and other institutional investors.

Sempra Energy Price Performance

Sempra Energy stock opened at $87.27 on Tuesday. The company has a market cap of $57.05 billion, a price-to-earnings ratio of 29.58, a PEG ratio of 3.37 and a beta of 0.57. The company has a debt-to-equity ratio of 0.78, a quick ratio of 1.66 and a current ratio of 1.69. Sempra Energy has a 1 year low of $73.06 and a 1 year high of $101.04. The firm has a 50 day moving average price of $93.97 and a 200 day moving average price of $91.85.

Sempra Energy (NYSE:SRE) last announced its quarterly earnings results on Thursday, May 7th. The utilities provider reported $1.51 earnings per share for the quarter, meeting analysts’ consensus estimates of $1.51. The firm had revenue of $3.66 billion for 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%. Sempra Energy’s revenue was down 3.9% compared to the same quarter last year. During the same period in the previous year, the company posted $1.44 earnings per share. 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. Sell-side analysts predict that Sempra Energy will post 5.11 earnings per share for the current year.

Sempra Energy Dividend Announcement

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 dividend of $0.6575 per share. This represents a $2.63 dividend on an annualized basis and a yield of 3.0%. The ex-dividend date of this dividend is Thursday, June 25th. Sempra Energy’s payout ratio is 89.15%.

Wall Street Analyst Weigh In

SRE has been the subject of several recent analyst reports. Truist Financial set a $104.00 target price on shares of Sempra Energy and gave the stock a “buy” rating in a research note on Monday, May 18th. BMO Capital Markets dropped their target price 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. Wall Street Zen cut shares of Sempra Energy from a “hold” rating to a “sell” rating in a report on Sunday, May 10th. JPMorgan Chase & Co. raised their target price on shares of Sempra Energy from $98.00 to $106.00 and gave the company an “overweight” rating in a report on Wednesday, March 18th. Finally, Barclays restated an “overweight” rating and set a $105.00 target price (up from $95.00) on shares of Sempra Energy in a report on Wednesday, April 15th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, Sempra Energy presently has a consensus rating of “Moderate Buy” and a consensus target price of $102.67.

Insider Activity

In other Sempra Energy news, Director Pablo Ferrero sold 2,600 shares of Sempra Energy stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $89.53, for a total transaction 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. The trade was a 14.43% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, insider Diana L. Day sold 3,300 shares of Sempra Energy 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 transaction, the insider directly owned 22,870 shares in the company, 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. Over the last quarter, insiders acquired 6,192 shares of company stock valued at $576,979 and sold 13,439 shares valued at $1,243,713. 0.31% of the stock is currently owned by corporate insiders.

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.