Sempra Energy $SRE Position Increased by Diversified Trust Co

Diversified Trust Co lifted its position in Sempra Energy (NYSE:SRE) by 426.3% during the 1st quarter, HoldingsChannel.com reports. The fund owned 27,828 shares of the utilities provider’s stock after buying an additional 22,541 shares during the quarter. Diversified Trust Co’s holdings in Sempra Energy were worth $2,704,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the company. Mesirow Financial Investment Management Inc. boosted its stake in Sempra Energy by 1.4% in the 3rd quarter. Mesirow Financial Investment Management Inc. now owns 8,587 shares of the utilities provider’s stock worth $773,000 after purchasing an additional 115 shares during the period. Rosenberg Matthew Hamilton boosted its position in shares of Sempra Energy by 2.3% in the fourth quarter. Rosenberg Matthew Hamilton now owns 5,191 shares of the utilities provider’s stock worth $458,000 after buying an additional 116 shares during the period. Advisor OS LLC grew its holdings in shares of Sempra Energy by 1.2% during the third quarter. Advisor OS LLC now owns 9,681 shares of the utilities provider’s stock valued at $871,000 after buying an additional 118 shares in the last quarter. Gulf International Bank UK Ltd lifted its stake 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 worth $3,091,000 after acquiring an additional 123 shares in the last quarter. Finally, Silvia Mccoll Wealth Management LLC boosted its position in Sempra Energy by 1.4% during the 4th quarter. Silvia Mccoll Wealth Management LLC now owns 9,045 shares of the utilities provider’s stock worth $799,000 after acquiring an additional 124 shares during the period. Institutional investors and hedge funds own 89.65% of the company’s stock.

Sempra Energy Stock Down 0.1%

Shares of SRE stock opened at $90.62 on Monday. Sempra Energy has a 12 month low of $73.18 and a 12 month high of $101.04. The stock has a 50 day moving average of $92.36 and a 200-day moving average of $91.68. The firm has a market cap of $59.24 billion, a PE ratio of 30.72, a price-to-earnings-growth ratio of 2.18 and a beta of 0.57. The company has a quick ratio of 1.66, a current ratio of 1.69 and a debt-to-equity ratio of 0.78.

Sempra Energy (NYSE:SRE) last announced its quarterly earnings data on Thursday, May 7th. The utilities provider reported $1.51 EPS for the quarter, meeting analysts’ consensus estimates of $1.51. The business had revenue of $3.65 billion during the quarter, compared to analyst estimates of $4.10 billion. Sempra Energy had a net margin of 14.31% and a return on equity of 8.20%. The firm’s revenue for the quarter was down 3.9% on a year-over-year basis. During the same quarter in the prior year, the business earned $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. On average, equities analysts predict that Sempra Energy will post 5.11 EPS for the current year.

Sempra Energy Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Thursday, June 25th will be issued a $0.6575 dividend. The ex-dividend date of this dividend is Thursday, June 25th. This represents a $2.63 dividend on an annualized basis and a dividend yield of 2.9%. Sempra Energy’s dividend payout ratio is presently 89.15%.

Analyst Ratings Changes

Several analysts recently commented on SRE shares. UBS Group restated a “neutral” rating and set a $100.00 price target (up from $96.00) on shares of Sempra Energy in a report on Friday, March 6th. Argus upgraded Sempra Energy from a “hold” rating to a “buy” rating in a research note on Wednesday, March 4th. Truist Financial set a $104.00 price target on Sempra Energy and gave the company a “buy” rating in a report on Monday, May 18th. BMO Capital Markets reduced their target price on shares of Sempra Energy from $105.00 to $103.00 and set an “outperform” rating for the company in a research note on Monday, May 11th. Finally, Morgan Stanley set a $104.00 price objective on shares of Sempra Energy and gave the company an “overweight” rating in a research note on Tuesday, April 21st. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, Sempra Energy currently has an average rating of “Moderate Buy” and an average target price of $102.67.

Insider Buying and Selling

In related news, EVP Justin Christopher Bird sold 1,128 shares of the 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 sale, the executive vice president directly owned 21,632 shares in the company, valued at $2,091,598.08. This represents a 4.96% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Diana L. Day sold 3,300 shares of the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $92.13, for a total value of $304,029.00. Following the sale, the insider owned 22,870 shares in the company, valued at $2,107,013.10. The trade was a 12.61% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 15,028 shares of company stock worth $1,370,273 in the last quarter. Corporate 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.