Excelsior Advisor Network LLC Makes New $658,000 Investment in Sempra Energy $SRE

Excelsior Advisor Network LLC acquired a new position in Sempra Energy (NYSE:SRE) in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 6,775 shares of the utilities provider’s stock, valued at approximately $658,000.

Several other institutional investors have also recently modified their holdings of SRE. Bell Investment Advisors Inc raised its holdings in shares of Sempra Energy by 79.5% during the 1st quarter. Bell Investment Advisors Inc now owns 262 shares of the utilities provider’s stock valued at $25,000 after buying an additional 116 shares in the last quarter. Ares Financial Consulting LLC purchased a new stake in Sempra Energy in the fourth quarter worth approximately $26,000. Clal Insurance Enterprises Holdings Ltd grew its position in Sempra Energy by 57.7% during the fourth quarter. Clal Insurance Enterprises Holdings Ltd now owns 347 shares of the utilities provider’s stock valued at $31,000 after acquiring an additional 127 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC grew its position 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 valued at $32,000 after acquiring an additional 161 shares during the last quarter. Finally, Key Financial Inc raised its stake in shares of 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 acquiring an additional 153 shares in the last quarter. 89.65% of the stock is currently owned by institutional investors.

Sempra Energy Stock Down 1.9%

Shares of Sempra Energy stock opened at $91.20 on Tuesday. The company has a debt-to-equity ratio of 0.78, a quick ratio of 1.66 and a current ratio of 1.69. Sempra Energy has a 52-week low of $78.97 and a 52-week high of $101.04. The company’s 50 day moving average price is $91.95 and its 200-day moving average price is $92.47. The stock has a market capitalization of $59.62 billion, a price-to-earnings ratio of 30.92, a P/E/G ratio of 2.23 and a beta of 0.56.

Sempra Energy (NYSE:SRE) last posted its quarterly earnings results on Thursday, May 7th. The utilities provider reported $1.51 EPS for the quarter, meeting analysts’ consensus estimates of $1.51. The company had revenue of $3.65 billion during the quarter, compared to analyst estimates of $4.10 billion. Sempra Energy had a net margin of 14.31% and a return on equity of 8.20%. The firm’s revenue was down 3.9% compared to the same quarter last year. During the same period in the prior year, the business posted $1.44 EPS. 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. Equities research analysts forecast that Sempra Energy will post 5.12 EPS for the current year.

Sempra Energy Dividend Announcement

The company also recently disclosed 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 2.9%. The ex-dividend date of this dividend was Thursday, June 25th. Sempra Energy’s dividend payout ratio is 89.15%.

Insider Transactions at Sempra Energy

In related news, insider Diana L. Day sold 3,300 shares of the business’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $92.13, for a total transaction of $304,029.00. Following the transaction, the insider owned 22,870 shares in the company, valued at $2,107,013.10. The trade was a 12.61% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Pablo Ferrero sold 2,600 shares of the company’s stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $89.53, for a total value of $232,778.00. Following the transaction, the director directly owned 15,423 shares of the company’s stock, valued at $1,380,821.19. The trade was a 14.43% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 13,900 shares of company stock worth $1,261,207. Company insiders own 0.31% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on SRE. Morgan Stanley reaffirmed an “overweight” rating and issued a $108.00 price objective on shares of Sempra Energy in a research note on Wednesday, July 22nd. Barclays decreased their target price 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. Weiss Ratings reissued a “hold (c+)” rating on shares of Sempra Energy in a research note on Friday, July 17th. Wall Street Zen raised Sempra Energy from a “sell” rating to a “hold” rating in a research note on Saturday. Finally, BMO Capital Markets set a $102.00 price objective on Sempra Energy and gave the stock an “outperform” rating in a report on Wednesday, July 22nd. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $104.23.

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.