10,457 Sempra Energy $SRE Shares Purchased by Rakuten Investment Management Inc.

Rakuten Investment Management Inc. raised its position in Sempra Energy (NYSE:SRE) by 9.8% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 117,355 shares of the utilities provider’s stock after purchasing an additional 10,457 shares during the period. Rakuten Investment Management Inc.’s holdings in Sempra Energy were worth $9,175,000 as of its most recent filing with the SEC.

Other hedge funds also recently bought and sold shares of the company. Bridgewater Advisors Inc. grew its holdings in shares of Sempra Energy by 2.2% in the 1st quarter. Bridgewater Advisors Inc. now owns 6,614 shares of the utilities provider’s stock valued at $643,000 after buying an additional 140 shares during the period. MassMutual Private Wealth & Trust FSB increased its position in shares of Sempra Energy by 5.8% in the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 2,876 shares of the utilities provider’s stock valued at $267,000 after buying an additional 158 shares in the last quarter. CX Institutional raised its stake in Sempra Energy by 3.9% during the 2nd quarter. CX Institutional now owns 4,204 shares of the utilities provider’s stock worth $390,000 after buying an additional 158 shares during the period. Grove Bank & Trust raised its stake in Sempra Energy by 1.9% during the 3rd quarter. Grove Bank & Trust now owns 8,375 shares of the utilities provider’s stock worth $653,000 after buying an additional 159 shares during the period. Finally, Ipsen Advisor Group LLC raised its stake in Sempra Energy by 1.9% during the 1st quarter. Ipsen Advisor Group LLC now owns 9,696 shares of the utilities provider’s stock worth $942,000 after buying an additional 178 shares during the period. 89.65% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on SRE shares. Barclays reiterated an “overweight” rating and set a $90.00 target price (down from $103.00) on shares of Sempra Energy in a report on Monday, October 12th. Wall Street Zen upgraded Sempra Energy from a “sell” rating to a “hold” rating in a report on Saturday, July 25th. HSBC began coverage on Sempra Energy in a research report on Thursday, October 22nd. They set a “buy” rating and a $97.50 price target on the stock. BMO Capital Markets set a $102.00 price objective on Sempra Energy and gave the company an “outperform” rating in a report on Wednesday, July 22nd. Finally, Jefferies Financial Group upgraded Sempra Energy from a “hold” rating to a “buy” rating and cut their price objective for the company from $101.00 to $97.00 in a report on Tuesday, September 1st. Fourteen research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, Sempra Energy currently has an average rating of “Moderate Buy” and an average target price of $99.47.

Key Sempra Energy News

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

• Positive Sentiment: Adjusted third-quarter EPS was $1.40, above the $1.22 consensus and up from $1.11 a year earlier. Stronger Oncor equity earnings and infrastructure performance supported the result. Sempra’s Q3 Earnings Outpace Estimates, Revenues Increase Y/Y
• Positive Sentiment: Management said it expects to deliver toward the high end of its 2026 adjusted EPS outlook. Oncor also reported a sharp rise in quarterly net income, helped by new rates, customer growth and higher consumption. Sempra Reports Strong Third-Quarter 2026 Results
• Positive Sentiment: Sempra announced an expected 20% increase to Oncor’s base capital plan, signaling greater investment in its regulated utility business.
• Neutral Sentiment: FY 2026 EPS guidance is $4.80–$5.30 versus a $5.13 consensus; FY 2027 guidance is $5.10–$5.70 versus $5.54 consensus. Both ranges span the market estimates, leaving room for uncertainty despite the high-end 2026 adjusted outlook.
• Negative Sentiment: Quarterly revenue of $3.19 billion missed analysts’ $3.31 billion estimate, despite increasing 1.3% year over year. The revenue shortfall may be weighing on the response to the earnings beat.

Sempra Energy Trading Down 3.4%

SRE opened at $80.11 on Friday. The stock has a market capitalization of $52.38 billion, a P/E ratio of 16.38, a P/E/G ratio of 2.28 and a beta of 0.55. Sempra Energy has a 12 month low of $76.21 and a 12 month high of $101.04. The firm’s fifty day simple moving average is $82.17 and its 200 day simple moving average is $89.28. The company has a current ratio of 1.64, a quick ratio of 1.62 and a debt-to-equity ratio of 0.78.

Sempra Energy (NYSE:SRE) last released its earnings results on Thursday, November 5th. The utilities provider reported $1.40 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.22 by $0.18. The firm had revenue of $3.19 billion during the quarter, compared to analysts’ expectations of $3.31 billion. Sempra Energy had a return on equity of 8.49% and a net margin of 16.70%. The company’s revenue was up 1.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.11 EPS. 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. As a group, research analysts anticipate that Sempra Energy will post 5.14 EPS for the current fiscal year.

Sempra Energy Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, October 15th. Investors of record on Thursday, September 24th were issued a dividend of $0.6575 per share. The ex-dividend date was Thursday, September 24th. This represents a $2.63 dividend on an annualized basis and a dividend yield of 3.3%. Sempra Energy’s dividend payout ratio (DPR) is presently 76.23%.

About Sempra Energy

Sempra is an energy infrastructure company headquartered in San Diego, California. Through its regulated utility businesses, the company provides natural gas and electric service to customers in California, including through Southern California Gas Company and San Diego Gas & Electric Company.

Sempra also develops, owns, and operates energy infrastructure in North America. Its activities include natural gas pipelines and storage, liquefied natural gas infrastructure, renewable energy and battery storage projects, and electric transmission and distribution assets.