DNB Asset Management AS Has $21.55 Million Stock Holdings in Sempra Energy $SRE

DNB Asset Management AS raised its holdings in Sempra Energy (NYSE:SRE) by 2.6% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 239,527 shares of the utilities provider’s stock after buying an additional 6,015 shares during the quarter. DNB Asset Management AS’s holdings in Sempra Energy were worth $21,553,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the business. Mirae Asset Global Investments Co. Ltd. boosted its position in Sempra Energy by 19.4% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 85,334 shares of the utilities provider’s stock valued at $7,678,000 after buying an additional 13,864 shares during the last quarter. Westerkirk Capital Inc. acquired a new position in shares of Sempra Energy during the second quarter valued at $3,091,000. Amundi increased its position in Sempra Energy by 20.8% in the second quarter. Amundi now owns 1,903,624 shares of the utilities provider’s stock worth $142,429,000 after purchasing an additional 327,154 shares during the period. North Star Asset Management Inc. bought a new stake in Sempra Energy during the 2nd quarter worth about $212,000. Finally, Oregon Public Employees Retirement Fund lifted its position in Sempra Energy by 32.6% during the 3rd quarter. Oregon Public Employees Retirement Fund now owns 74,620 shares of the utilities provider’s stock valued at $6,714,000 after purchasing an additional 18,359 shares during the period. 89.65% of the stock is currently owned by institutional investors and hedge funds.

Key Sempra Energy News

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

• Positive Sentiment: Wells Fargo raised its price target to $113 and kept an “overweight” rating — the new target implies roughly a mid-teens upside from current levels, supporting buy-side interest. Benzinga
• Positive Sentiment: Company lifted its five-year capital plan (16% increase) and beat Q4 adjusted profit estimates, signaling higher near-term infrastructure spending and growth that justify a premium multiple. Reuters
• Positive Sentiment: Sempra issued a robust long‑range EPS outlook (2030 guidance) and highlighted value‑creation initiatives in its 2025 results release, which supports a constructive long-term growth story. PR Newswire
• Positive Sentiment: Q4 EPS beat street estimates ($1.28 vs. consensus ~ $1.12), which investors often reward even though revenue was slightly soft — the beat helps justify recent analyst upgrades. Zacks
• Positive Sentiment: Sempra raised its quarterly dividend (to $0.6575; ~2.8% yield), a modest increase that supports income-focused investors and signals board confidence.
• Neutral Sentiment: Brokerage consensus remains a “Moderate Buy,” indicating broad analyst support but not unanimous conviction. AmericanBankingNews
• Neutral Sentiment: Updated FY‑2026 and FY‑2027 guidance provide ranges that are roughly in line with consensus (some endpoints below/above estimates), leaving near‑term growth visibility mixed. PR Newswire (guidance)
• Neutral Sentiment: Earnings call transcript and slide deck are available for investors who want detail on segment performance and capital allocation—useful but not market-moving by themselves. Seeking Alpha
• Negative Sentiment: Revenue slipped year-over-year (down ~0.2%) and overall profits/cash levels were described as tighter, which could temper valuation expansion and raise near‑term execution questions. Zacks (revenue note)

Sempra Energy Price Performance

NYSE:SRE opened at $96.16 on Friday. The stock has a market capitalization of $62.76 billion, a PE ratio of 34.84, a P/E/G ratio of 3.59 and a beta of 0.74. The company has a current ratio of 1.59, a quick ratio of 1.56 and a debt-to-equity ratio of 0.76. The firm has a fifty day simple moving average of $89.68 and a 200 day simple moving average of $88.73. Sempra Energy has a 1-year low of $61.90 and a 1-year high of $97.44.

Sempra Energy (NYSE:SRE) last announced its quarterly earnings results on Thursday, February 26th. The utilities provider reported $1.28 earnings per share for the quarter, topping analysts’ consensus estimates of $1.12 by $0.16. Sempra Energy had a return on equity of 8.28% and a net margin of 13.27%.The firm had revenue of $3.75 billion for the quarter, compared to the consensus estimate of $3.82 billion. During the same quarter in the previous year, the business earned $1.50 earnings per share. The business’s revenue was down .2% compared to the same quarter last year. On average, research analysts expect that Sempra Energy will post 4.76 EPS for the current fiscal year.

Sempra Energy Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Thursday, March 19th will be given a $0.6575 dividend. The ex-dividend date of this dividend is Thursday, March 19th. This is a boost from Sempra Energy’s previous quarterly dividend of $0.65. This represents a $2.63 dividend on an annualized basis and a dividend yield of 2.7%. Sempra Energy’s dividend payout ratio (DPR) is presently 79.14%.

Wall Street Analyst Weigh In

SRE has been the subject of a number of analyst reports. Barclays set a $95.00 target price on shares of Sempra Energy and gave the stock an “overweight” rating in a report on Tuesday, February 3rd. Morgan Stanley reissued an “overweight” rating and set a $101.00 price objective on shares of Sempra Energy in a research note on Friday, February 20th. Wall Street Zen raised shares of Sempra Energy from a “sell” rating to a “hold” rating in a research report on Saturday, November 8th. Wells Fargo & Company boosted their target price on Sempra Energy from $112.00 to $113.00 and gave the company an “overweight” rating in a research note on Friday. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Sempra Energy in a report on Wednesday, January 21st. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, Sempra Energy currently has an average rating of “Moderate Buy” and a consensus price target of $99.20.

About Sempra Energy

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.