OneDigital Investment Advisors LLC Acquires Shares of 9,780 Sempra Energy $SRE

OneDigital Investment Advisors LLC bought a new position in shares of Sempra Energy (NYSE:SRE) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 9,780 shares of the utilities provider’s stock, valued at approximately $907,000.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Bell Investment Advisors Inc grew its stake in shares of 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 purchasing an additional 116 shares during the period. Ares Financial Consulting LLC acquired a new position in Sempra Energy in the fourth quarter valued at about $26,000. Clal Insurance Enterprises Holdings Ltd lifted its stake in Sempra Energy by 57.7% in the fourth quarter. Clal Insurance Enterprises Holdings Ltd now owns 347 shares of the utilities provider’s stock valued at $31,000 after buying an additional 127 shares during the period. Key Financial Inc boosted its holdings in Sempra Energy by 73.6% during the fourth quarter. Key Financial Inc now owns 361 shares of the utilities provider’s stock worth $32,000 after buying an additional 153 shares during the last quarter. Finally, Annis Gardner Whiting Capital Advisors LLC boosted its holdings in Sempra Energy by 83.0% during the fourth quarter. Annis Gardner Whiting Capital Advisors LLC now owns 355 shares of the utilities provider’s stock worth $32,000 after buying an additional 161 shares during the last quarter. Institutional investors own 89.65% of the company’s stock.

Sempra Energy Stock Down 0.5%

Sempra Energy stock opened at $85.97 on Tuesday. The stock has a market capitalization of $56.22 billion, a PE ratio of 24.92, a price-to-earnings-growth ratio of 2.08 and a beta of 0.57. Sempra Energy has a twelve month low of $78.97 and a twelve month high of $101.04. The company has a quick ratio of 1.62, a current ratio of 1.64 and a debt-to-equity ratio of 0.78. The company has a 50 day moving average of $90.77 and a 200-day moving average of $92.26.

Sempra Energy (NYSE:SRE) last issued its quarterly earnings data on Thursday, August 6th. The utilities provider reported $1.16 EPS for the quarter, topping analysts’ consensus estimates of $1.01 by $0.15. The business had revenue of $3 billion for the quarter, compared to analyst estimates of $3.14 billion. Sempra Energy had a net margin of 16.70% and a return on equity of 8.49%. The firm’s quarterly revenue was down .1% on a year-over-year basis. During the same period last year, the business posted $0.89 earnings per share. Sempra Energy has set its FY 2027 guidance at 5.100-5.700 EPS and its FY 2026 guidance at 4.800-5.300 EPS. On average, equities research analysts anticipate that Sempra Energy will post 5.12 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on SRE shares. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $118.00 price target on shares of Sempra Energy in a research note on Tuesday, April 21st. TD Cowen assumed coverage on shares of Sempra Energy in a report on Wednesday, July 8th. They set a “buy” rating for the company. Truist Financial set a $100.00 target price on shares of Sempra Energy and gave the company a “buy” rating in a research note on Thursday. Weiss Ratings reiterated a “hold (c+)” rating on shares of Sempra Energy in a report on Friday, July 17th. Finally, Barclays reduced their price target on shares of Sempra Energy from $105.00 to $103.00 and set an “overweight” rating on the stock in a research report on Thursday, July 9th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Sempra Energy presently has an average rating of “Moderate Buy” and a consensus price target of $103.92.

Insider Transactions at Sempra Energy

In other Sempra Energy news, EVP Caroline Ann Winn sold 8,000 shares of Sempra Energy stock in a transaction dated Wednesday, June 17th. The stock was sold at an average price of $90.55, for a total value of $724,400.00. Following the sale, the executive vice president owned 25,164 shares of the company’s stock, valued at $2,278,600.20. This trade represents a 24.12% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Company insiders own 0.31% of the company’s stock.

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.