Sempra Energy $SRE Shares Bought by Corient Private Wealth LLC

Corient Private Wealth LLC grew its holdings in shares of Sempra Energy (NYSE:SRE) by 15.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 516,938 shares of the utilities provider’s stock after purchasing an additional 70,055 shares during the period. Corient Private Wealth LLC’s holdings in Sempra Energy were worth $45,641,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in the business. Mesirow Financial Investment Management Inc. boosted its stake in shares of Sempra Energy by 1.4% in the third quarter. Mesirow Financial Investment Management Inc. now owns 8,587 shares of the utilities provider’s stock valued at $773,000 after purchasing an additional 115 shares during the period. Rosenberg Matthew Hamilton lifted its holdings in Sempra Energy by 2.3% during the 4th quarter. Rosenberg Matthew Hamilton now owns 5,191 shares of the utilities provider’s stock worth $458,000 after buying an additional 116 shares in the last quarter. Advisor OS LLC lifted its holdings in Sempra Energy by 1.2% during the 3rd quarter. Advisor OS LLC now owns 9,681 shares of the utilities provider’s stock worth $871,000 after buying an additional 118 shares in the last quarter. Gulf International Bank UK Ltd boosted its position in Sempra Energy by 0.4% in the 4th 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 period. Finally, Silvia Mccoll Wealth Management LLC boosted its position in Sempra Energy by 1.4% in the 4th quarter. Silvia Mccoll Wealth Management LLC now owns 9,045 shares of the utilities provider’s stock valued at $799,000 after buying an additional 124 shares during the period. Institutional investors and hedge funds own 89.65% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently issued reports on the company. Barclays reiterated an “overweight” rating and issued a $105.00 price objective (up from $95.00) on shares of Sempra Energy in a research note on Wednesday, April 15th. UBS Group reissued a “neutral” rating and set a $100.00 target price (up from $96.00) on shares of Sempra Energy in a research note on Friday, March 6th. Weiss Ratings restated a “hold (c+)” rating on shares of Sempra Energy in a report on Monday, April 20th. BMO Capital Markets reduced their price target on Sempra Energy from $105.00 to $103.00 and set an “outperform” rating on the stock in a research report on Monday, May 11th. Finally, 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. One 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 company. Based on data from MarketBeat.com, Sempra Energy presently has a consensus rating of “Moderate Buy” and an average target price of $102.67.

Sempra Energy Price Performance

Shares of SRE opened at $90.62 on Monday. Sempra Energy has a twelve month low of $73.18 and a twelve month high of $101.04. The firm’s fifty day simple moving average is $92.36 and its 200-day simple moving average is $91.68. The firm has a market capitalization of $59.24 billion, a price-to-earnings ratio of 30.72, a PEG ratio of 2.18 and a beta of 0.57. 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 issued its earnings results on Thursday, May 7th. The utilities provider reported $1.51 EPS for the quarter, hitting analysts’ consensus estimates of $1.51. The firm had revenue of $3.65 billion during 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 company’s revenue was down 3.9% compared to the same quarter last year. During the same quarter in the previous year, the firm 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. Equities analysts forecast that Sempra Energy will post 5.11 EPS for the current fiscal year.

Sempra Energy Announces Dividend

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

Insiders Place Their Bets

In related news, 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 transaction of $109,066.32. Following the completion of the sale, the executive vice president owned 21,632 shares in the company, valued at $2,091,598.08. The trade was a 4.96% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Caroline Ann Winn sold 8,000 shares of the company’s stock in a transaction that occurred on Wednesday, June 17th. The shares were sold at an average price of $90.55, for a total value of $724,400.00. Following the completion of the transaction, the executive vice president directly owned 25,164 shares of the company’s stock, valued at $2,278,600.20. This trade represents a 24.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 15,028 shares of company stock worth $1,370,273. Insiders own 0.31% of the company’s stock.

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.