Financial Alternatives Inc Grows Position in Sempra Energy $SRE

Financial Alternatives Inc grew its stake in Sempra Energy (NYSE:SRE) by 196.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 16,201 shares of the utilities provider’s stock after purchasing an additional 10,739 shares during the period. Sempra Energy comprises approximately 0.8% of Financial Alternatives Inc’s investment portfolio, making the stock its 22nd largest holding. Financial Alternatives Inc’s holdings in Sempra Energy were worth $1,430,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of the stock. NewEdge Wealth LLC boosted its position in Sempra Energy by 13.9% in the 4th quarter. NewEdge Wealth LLC now owns 32,332 shares of the utilities provider’s stock worth $2,855,000 after purchasing an additional 3,938 shares in the last quarter. Chesapeake Capital Corp IL purchased a new stake in Sempra Energy in the 4th quarter worth approximately $239,000. Crossmark Global Holdings Inc. boosted its position in Sempra Energy by 8.8% in the 4th quarter. Crossmark Global Holdings Inc. now owns 40,961 shares of the utilities provider’s stock worth $3,616,000 after purchasing an additional 3,304 shares in the last quarter. Buck Wealth Strategies LLC boosted its position in Sempra Energy by 3.0% in the 4th quarter. Buck Wealth Strategies LLC now owns 69,164 shares of the utilities provider’s stock worth $6,106,000 after purchasing an additional 2,019 shares in the last quarter. Finally, Lighthouse Financial Services Inc. ADV purchased a new stake in Sempra Energy in the 4th quarter worth approximately $449,000. Hedge funds and other institutional investors own 89.65% of the company’s stock.

Insider Transactions at Sempra Energy

In other news, Director Cynthia J. Warner acquired 2,500 shares of Sempra Energy stock in a transaction that occurred on Wednesday, March 11th. The stock was purchased at an average cost of $92.95 per share, with a total value of $232,375.00. Following the purchase, the director owned 11,275 shares in the company, valued at $1,048,011.25. This trade represents a 28.49% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Justin Christopher Bird sold 1,128 shares of the stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $96.69, for a total value of $109,066.32. Following the completion of the transaction, the executive vice president directly owned 21,632 shares of the company’s stock, valued at approximately $2,091,598.08. This represents a 4.96% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders acquired 6,192 shares of company stock worth $576,979 and sold 7,539 shares worth $706,906. 0.31% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on the company. Morgan Stanley set a $104.00 price objective on Sempra Energy and gave the stock an “overweight” rating in a research report on Tuesday, April 21st. Argus upgraded Sempra Energy from a “hold” rating to a “buy” rating in a research report on Wednesday, March 4th. UBS Group restated a “neutral” rating and issued a $100.00 price objective (up from $96.00) on shares of Sempra Energy in a research report on Friday, March 6th. Barclays restated an “overweight” rating and issued a $105.00 price objective (up from $95.00) on shares of Sempra Energy in a research report on Wednesday, April 15th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Sempra Energy in a research note on Monday, April 20th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $102.67.

Key Sempra Energy News

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

• Positive Sentiment: Sempra’s adjusted Q1 EPS of $1.51 matched estimates and improved from $1.44 a year ago, showing earnings growth despite a mixed operating backdrop. Sempra Reports First-Quarter 2026 Results
• Positive Sentiment: Oncor, Sempra’s Texas utility, reported higher first-quarter net income, supported by rate increases, customer growth, and infrastructure investments, which helps reinforce the company’s long-term growth story. Oncor Reports First Quarter 2026 Results
• Neutral Sentiment: Management and call coverage emphasized Sempra’s “massive growth plan,” suggesting continued capital investment and expansion, but with limited immediate detail in the available summaries. Sempra Energy Earnings Call Highlights Massive Growth Plan
• Negative Sentiment: Revenue missed expectations at $3.65 billion versus about $4.10 billion expected, and the company cited weaker natural gas sales and softer California utility revenue. Sempra narrowly misses profit estimates on lower sales
• Negative Sentiment: Full-year 2026 and 2027 EPS guidance came in below consensus, which is likely weighing on the stock more than the near-term earnings beat. Conference Call and Earnings Release

Sempra Energy Stock Down 0.0%

NYSE SRE opened at $91.55 on Friday. The business has a fifty day moving average price of $95.10 and a 200 day moving average price of $92.01. Sempra Energy has a one year low of $73.06 and a one year high of $101.04. The company has a debt-to-equity ratio of 0.78, a quick ratio of 1.57 and a current ratio of 1.69. The company has a market cap of $59.81 billion, a P/E ratio of 31.03, a P/E/G ratio of 3.43 and a beta of 0.60.

Sempra Energy (NYSE:SRE) last posted its quarterly earnings data on Thursday, May 7th. The utilities provider reported $1.51 EPS for the quarter, meeting the consensus estimate of $1.51. Sempra Energy had a return on equity of 8.20% and a net margin of 14.31%.The firm had revenue of $3.66 billion during the quarter, compared to the consensus estimate of $4.10 billion. During the same period in the prior year, the company earned $1.44 EPS. The firm’s revenue was down 3.9% compared to the same quarter last year. 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. Research analysts anticipate that Sempra Energy will post 5.11 EPS for the current fiscal year.

Sempra Energy Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Thursday, March 19th were paid a $0.6575 dividend. The ex-dividend date of this dividend was Thursday, March 19th. This represents a $2.63 annualized dividend and a yield of 2.9%. This is an increase from Sempra Energy’s previous quarterly dividend of $0.65. Sempra Energy’s dividend payout ratio is currently 95.29%.

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.