Sempra Energy $SRE Shares Sold by NewEdge Wealth LLC

NewEdge Wealth LLC trimmed its holdings in Sempra Energy (NYSE:SRE) by 18.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 26,290 shares of the utilities provider’s stock after selling 6,042 shares during the quarter. NewEdge Wealth LLC’s holdings in Sempra Energy were worth $2,555,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in SRE. Bell Investment Advisors Inc lifted its position in Sempra Energy by 79.5% during the first quarter. Bell Investment Advisors Inc now owns 262 shares of the utilities provider’s stock worth $25,000 after buying an additional 116 shares in the last quarter. Ares Financial Consulting LLC purchased a new stake in Sempra Energy in the 4th quarter valued at $26,000. Clal Insurance Enterprises Holdings Ltd increased its stake in shares of Sempra Energy by 57.7% in the 4th quarter. Clal Insurance Enterprises Holdings Ltd now owns 347 shares of the utilities provider’s stock worth $31,000 after acquiring an additional 127 shares during the last quarter. Key Financial Inc increased its stake in shares of Sempra Energy by 73.6% in the 4th quarter. Key Financial Inc now owns 361 shares of the utilities provider’s stock worth $32,000 after acquiring an additional 153 shares during the last quarter. Finally, Annis Gardner Whiting Capital Advisors LLC increased its stake in shares of Sempra Energy by 83.0% in the 4th quarter. Annis Gardner Whiting Capital Advisors LLC now owns 355 shares of the utilities provider’s stock worth $32,000 after acquiring an additional 161 shares during the last quarter. 89.65% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, insider Diana L. Day sold 3,300 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $92.13, for a total value 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 represents a 12.61% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Caroline Ann Winn sold 8,000 shares of the stock in a transaction that occurred on Wednesday, June 17th. The stock was sold at an average price of $90.55, for a total transaction of $724,400.00. Following the transaction, the executive vice president directly owned 25,164 shares of the company’s stock, valued at $2,278,600.20. The trade was a 24.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 13,900 shares of company stock valued at $1,261,207. Company insiders own 0.31% of the company’s stock.

Sempra Energy Stock Performance

NYSE SRE opened at $93.00 on Friday. The stock has a market cap of $60.80 billion, a PE ratio of 31.53, a P/E/G ratio of 2.23 and a beta of 0.56. 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 has a twelve month low of $78.97 and a twelve month high of $101.04. The stock has a fifty day simple moving average of $91.93 and a 200-day simple moving average of $92.41.

Sempra Energy (NYSE:SRE) last issued 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. Sempra Energy had a net margin of 14.31% and a return on equity of 8.20%. The firm had revenue of $3.65 billion for the quarter, compared to analyst estimates of $4.10 billion. During the same period in the previous year, the firm earned $1.44 EPS. Sempra Energy’s revenue was down 3.9% on a year-over-year basis. 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 anticipate that Sempra Energy will post 5.12 earnings per share for the current year.

Sempra Energy Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Thursday, June 25th were paid a $0.6575 dividend. This represents a $2.63 dividend on an annualized basis and a dividend yield of 2.8%. The ex-dividend date of this dividend was Thursday, June 25th. Sempra Energy’s payout ratio is 89.15%.

Trending Headlines about Sempra Energy

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

• Positive Sentiment: Morgan Stanley reiterated its Buy rating on Sempra Energy, reinforcing a constructive view on the utility’s outlook. Morgan Stanley Sticks to Its Buy Rating for Sempra Energy (SRE)
• Positive Sentiment: KeyCorp lifted its FY2026 EPS estimate to $5.07 and raised its FY2029 estimate to $6.46, suggesting stronger earnings power over time.
• Positive Sentiment: KeyCorp’s longer-term forecasts for FY2027 and FY2028 remain solid at $5.49 and $5.93 per share, respectively, supporting the case for gradual earnings growth.

Wall Street Analyst Weigh In

SRE has been the topic of several recent research reports. Weiss Ratings reissued a “hold (c+)” rating on shares of Sempra Energy in a research report on Friday, July 17th. Jefferies Financial Group set a $101.00 target price on shares of Sempra Energy in a research note on Thursday, July 16th. Barclays decreased their target price on shares of Sempra Energy from $105.00 to $103.00 and set an “overweight” rating on the stock in a report on Thursday, July 9th. TD Cowen began coverage on shares of Sempra Energy in a research note on Wednesday, July 8th. They issued a “buy” rating for the company. Finally, Wall Street Zen upgraded shares of Sempra Energy from a “sell” rating to a “hold” rating in a report on Saturday. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, Sempra Energy has an average rating of “Moderate Buy” and a consensus target price of $104.23.

Sempra Energy Company 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.