CI Investments Inc. Has $53.33 Million Stock Holdings in Sempra Energy $SRE

CI Investments Inc. boosted its holdings in shares of Sempra Energy (NYSE:SRE) by 1.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 548,851 shares of the utilities provider’s stock after purchasing an additional 9,252 shares during the period. CI Investments Inc. owned about 0.08% of Sempra Energy worth $53,332,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its position in shares of Sempra Energy by 1.3% during the 4th quarter. Vanguard Group Inc. now owns 76,734,070 shares of the utilities provider’s stock worth $6,774,907,000 after buying an additional 1,008,476 shares during the period. State Street Corp grew its position in Sempra Energy by 5.2% in the fourth quarter. State Street Corp now owns 36,810,449 shares of the utilities provider’s stock valued at $3,273,460,000 after acquiring an additional 1,824,280 shares during the period. Morgan Stanley grew 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 acquiring an additional 3,250,783 shares during the period. Geode Capital Management LLC raised its stake in Sempra Energy by 0.8% during the fourth quarter. Geode Capital Management LLC now owns 14,298,845 shares of the utilities provider’s stock worth $1,256,592,000 after acquiring an additional 116,554 shares in the last quarter. Finally, JPMorgan Chase & Co. raised its stake in Sempra Energy by 16.6% during the fourth quarter. JPMorgan Chase & Co. now owns 12,163,523 shares of the utilities provider’s stock worth $1,073,918,000 after acquiring an additional 1,735,516 shares in the last quarter. 89.65% of the stock is owned by institutional investors and hedge funds.

Sempra Energy Stock Performance

SRE stock opened at $90.48 on Wednesday. The company has a 50 day moving average price of $91.84 and a 200 day moving average price of $92.35. Sempra Energy has a fifty-two week low of $78.21 and a fifty-two week high of $101.04. The company has a debt-to-equity ratio of 0.78, a current ratio of 1.69 and a quick ratio of 1.66. The stock has a market capitalization of $59.15 billion, a PE ratio of 30.67, a price-to-earnings-growth ratio of 2.18 and a beta of 0.56.

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

Sempra Energy Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Thursday, June 25th were issued a $0.6575 dividend. The ex-dividend date was Thursday, June 25th. This represents a $2.63 annualized dividend and a yield of 2.9%. Sempra Energy’s dividend payout ratio (DPR) is currently 89.15%.

Insider Buying and Selling

In other news, Director Pablo Ferrero sold 2,600 shares of Sempra Energy stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $89.53, for a total transaction of $232,778.00. Following the completion of the sale, the director owned 15,423 shares in the company, valued at $1,380,821.19. The trade was a 14.43% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Diana L. Day sold 3,300 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $92.13, for a total transaction of $304,029.00. Following the sale, the insider directly owned 22,870 shares of the company’s stock, valued at approximately $2,107,013.10. This trade represents a 12.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 13,900 shares of company stock worth $1,261,207 over the last three months. 0.31% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the stock. Jefferies Financial Group set a $101.00 target price on shares of Sempra Energy in a research note on Thursday, July 16th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Sempra Energy in a research report on Friday. Wall Street Zen downgraded shares of Sempra Energy from a “hold” rating to a “sell” rating in a report on Saturday, July 4th. Barclays reduced their price target 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. Finally, Wells Fargo & Company reaffirmed an “overweight” rating and set a $118.00 price objective on shares of Sempra Energy in a research note on Tuesday, April 21st. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $104.08.

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.