Safeguard Investment Advisory Group LLC Acquires Shares of 6,914 Sempra Energy $SRE

Safeguard Investment Advisory Group LLC acquired a new stake in shares of Sempra Energy (NYSE:SRE) in the second quarter, HoldingsChannel.com reports. The firm acquired 6,914 shares of the utilities provider’s stock, valued at approximately $641,000.

Several other institutional investors and hedge funds also recently made changes to their positions in SRE. Vanguard Group Inc. grew its holdings in shares of Sempra Energy by 1.3% in the 4th quarter. Vanguard Group Inc. now owns 76,734,070 shares of the utilities provider’s stock worth $6,774,907,000 after purchasing an additional 1,008,476 shares during the last quarter. BlackRock Inc. bought a new position in Sempra Energy during the 2nd quarter valued at about $5,588,577,000. State Street Corp lifted its holdings in Sempra Energy by 5.2% during the 4th quarter. State Street Corp now owns 36,810,449 shares of the utilities provider’s stock valued at $3,273,460,000 after purchasing an additional 1,824,280 shares during the last quarter. Morgan Stanley boosted its position in Sempra Energy by 17.0% in the fourth quarter. Morgan Stanley now owns 22,330,091 shares of the utilities provider’s stock valued at $1,971,524,000 after buying an additional 3,250,783 shares in the last quarter. Finally, Geode Capital Management LLC boosted its position in Sempra Energy by 0.8% in the fourth quarter. Geode Capital Management LLC now owns 14,298,845 shares of the utilities provider’s stock valued at $1,256,592,000 after buying an additional 116,554 shares in the last quarter. Institutional investors and hedge funds own 89.65% of the company’s stock.

Insider Activity at Sempra Energy

In other news, EVP Caroline Ann Winn sold 8,000 shares of the stock in a transaction that occurred on Wednesday, June 17th. The shares were sold at an average price of $90.55, for a total transaction of $724,400.00. Following the sale, the executive vice president directly owned 25,164 shares of the company’s stock, valued at $2,278,600.20. This represents a 24.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.31% of the stock is owned by company insiders.

Sempra Energy Stock Performance

Sempra Energy stock opened at $82.87 on Monday. The stock has a 50-day simple moving average of $90.31 and a 200 day simple moving average of $92.23. The company has a quick ratio of 1.62, a current ratio of 1.64 and a debt-to-equity ratio of 0.78. Sempra Energy has a 12-month low of $78.97 and a 12-month high of $101.04. The stock has a market capitalization of $54.19 billion, a price-to-earnings ratio of 24.02, a P/E/G ratio of 1.99 and a beta of 0.57.

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. Sempra Energy had a net margin of 16.70% and a return on equity of 8.49%. The firm had revenue of $3 billion for the quarter, compared to analyst estimates of $3.14 billion. During the same quarter in the prior year, the firm earned $0.89 EPS. The company’s revenue was down .1% 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 4.800-5.300 EPS. On average, research analysts anticipate that Sempra Energy will post 5.12 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several analysts have weighed in on the stock. Jefferies Financial Group set a $101.00 price objective on shares of Sempra Energy in a research note on Thursday, July 16th. 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. Truist Financial set a $100.00 target price on Sempra Energy and gave the stock a “buy” rating in a report on Thursday, August 13th. Barclays decreased their price target on Sempra Energy from $105.00 to $103.00 and set an “overweight” rating on the stock in a research report on Thursday, July 9th. Finally, Wall Street Zen raised Sempra Energy from a “sell” rating to a “hold” rating in a report on Saturday, July 25th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $103.62.

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.