Dimensional Fund Advisors LP Has $203.70 Million Stock Position in Sempra Energy $SRE

Dimensional Fund Advisors LP raised its holdings in shares of Sempra Energy (NYSE:SRE) by 2.5% in the 1st quarter, Holdings Channel.com reports. The fund owned 2,096,382 shares of the utilities provider’s stock after buying an additional 52,107 shares during the period. Dimensional Fund Advisors LP’s holdings in Sempra Energy were worth $203,701,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Bell Investment Advisors Inc boosted its holdings 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 purchasing an additional 116 shares during the last quarter. Ares Financial Consulting LLC acquired a new stake in Sempra Energy in the 4th quarter valued at $26,000. Clal Insurance Enterprises Holdings Ltd lifted its position in Sempra Energy by 57.7% during the 4th quarter. Clal Insurance Enterprises Holdings Ltd now owns 347 shares of the utilities provider’s stock worth $31,000 after buying an additional 127 shares in the last quarter. Key Financial Inc boosted its stake in shares of Sempra Energy by 73.6% during the 4th 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 stake in shares of Sempra Energy by 83.0% during the 4th 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.

Insider Buying and Selling

In related news, insider Diana L. Day sold 3,300 shares of the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $92.13, for a total value of $304,029.00. Following the sale, the insider owned 22,870 shares in the company, valued at approximately $2,107,013.10. This represents a 12.61% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Caroline Ann Winn sold 8,000 shares of the firm’s stock in a transaction on Wednesday, June 17th. The shares were sold at an average price of $90.55, for a total value 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 position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 13,900 shares of company stock valued at $1,261,207. 0.31% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on SRE shares. Jefferies Financial Group set a $101.00 target price on Sempra Energy in a research report on Thursday, July 16th. Wells Fargo & Company reissued an “overweight” rating and set a $118.00 price target on shares of Sempra Energy in a research report on Tuesday, April 21st. Barclays decreased their price target on Sempra Energy from $105.00 to $103.00 and set an “overweight” rating for the company in a research note on Thursday, July 9th. Wall Street Zen upgraded Sempra Energy from a “sell” rating to a “hold” rating in a research note on Saturday. Finally, Morgan Stanley reissued an “overweight” rating and issued a $108.00 price objective on shares of Sempra Energy in a report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $104.23.

Sempra Energy News Summary

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

• Positive Sentiment: Wall Street Zen upgraded Sempra Energy to Hold, which may signal a more balanced view of the stock’s valuation and business outlook. Sempra Energy (NYSE:SRE) Upgraded to Hold at Wall Street Zen
• Neutral Sentiment: KeyCorp reiterated earnings estimates that point to steady growth, including FY2026 EPS of $5.07, FY2027 EPS of $5.49, FY2028 EPS of $5.93, and FY2029 EPS of $6.46, which supports a generally stable long-term outlook for the utility.
• Neutral Sentiment: At the same time, KeyCorp made only small changes across its forecast horizon, including a slight cut to FY2027 EPS and a slight reduction to FY2028 EPS, which may temper enthusiasm but does not point to a major fundamental shift.

Sempra Energy Stock Down 0.5%

Shares of SRE stock opened at $93.00 on Friday. The company has a debt-to-equity ratio of 0.78, a quick ratio of 1.66 and a current ratio of 1.69. The firm’s 50-day moving average is $91.93 and its 200-day moving average is $92.41. The stock has a market cap of $60.80 billion, a price-to-earnings ratio of 31.53, a PEG ratio of 2.24 and a beta of 0.56. Sempra Energy has a 52-week low of $78.97 and a 52-week high of $101.04.

Sempra Energy (NYSE:SRE) last posted its quarterly earnings results on Thursday, May 7th. The utilities provider reported $1.51 EPS for the quarter, hitting analysts’ consensus estimates of $1.51. The business had revenue of $3.65 billion during the quarter, compared to analysts’ expectations of $4.10 billion. Sempra Energy had a return on equity of 8.20% and a net margin of 14.31%.Sempra Energy’s quarterly revenue was down 3.9% on a year-over-year basis. During the same quarter last year, the company posted $1.44 earnings per share. 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. Sell-side analysts predict that Sempra Energy will post 5.12 EPS for the current year.

Sempra Energy Dividend Announcement

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

Sempra Energy 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.