Northwestern Mutual Wealth Management Co. Grows Position in Sempra Energy $SRE

Northwestern Mutual Wealth Management Co. boosted its stake in shares of Sempra Energy (NYSE:SRE) by 387.0% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 85,493 shares of the utilities provider’s stock after purchasing an additional 67,938 shares during the period. Northwestern Mutual Wealth Management Co.’s holdings in Sempra Energy were worth $7,548,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in the business. Town & Country Bank & Trust CO dba First Bankers Trust CO lifted its position in shares of Sempra Energy by 1.7% in the third quarter. Town & Country Bank & Trust CO dba First Bankers Trust CO now owns 6,911 shares of the utilities provider’s stock valued at $622,000 after acquiring an additional 113 shares in the last quarter. Mesirow Financial Investment Management Inc. lifted its position in shares of Sempra Energy by 1.4% in the third quarter. Mesirow Financial Investment Management Inc. now owns 8,587 shares of the utilities provider’s stock valued at $773,000 after acquiring an additional 115 shares in the last quarter. Rosenberg Matthew Hamilton lifted its position in shares of Sempra Energy by 2.3% in the fourth quarter. Rosenberg Matthew Hamilton now owns 5,191 shares of the utilities provider’s stock valued at $458,000 after acquiring an additional 116 shares in the last quarter. Advisor OS LLC lifted its position in shares of Sempra Energy by 1.2% in the third quarter. Advisor OS LLC now owns 9,681 shares of the utilities provider’s stock valued at $871,000 after acquiring an additional 118 shares in the last quarter. Finally, Silvia Mccoll Wealth Management LLC increased its holdings in shares of Sempra Energy by 1.4% in the fourth quarter. Silvia Mccoll Wealth Management LLC now owns 9,045 shares of the utilities provider’s stock worth $799,000 after purchasing an additional 124 shares during the last quarter. 89.65% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Sempra Energy

In other Sempra Energy news, Director Richard J. Mark bought 2,692 shares of the company’s stock in a transaction on Wednesday, March 11th. The stock was acquired at an average price of $93.30 per share, for a total transaction of $251,163.60. Following the completion of the transaction, the director directly owned 17,376 shares of the company’s stock, valued at approximately $1,621,180.80. This represents a 18.33% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Karen L. Sedgwick sold 4,872 shares of the business’s stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $92.58, for a total value of $451,049.76. Following the transaction, the chief financial officer owned 39,029 shares of the company’s stock, valued at $3,613,304.82. This trade represents a 11.10% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have bought 6,192 shares of company stock valued at $576,979 and have sold 13,439 shares valued at $1,243,713. 0.31% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on the company. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Sempra Energy in a report on Monday, April 20th. UBS Group reaffirmed a “neutral” rating and issued a $100.00 target price (up from $96.00) on shares of Sempra Energy in a report on Friday, March 6th. Barclays reaffirmed an “overweight” rating and issued a $105.00 target price (up from $95.00) on shares of Sempra Energy in a report on Wednesday, April 15th. JPMorgan Chase & Co. boosted their price objective on Sempra Energy from $98.00 to $106.00 and gave the stock an “overweight” rating in a research note on Wednesday, March 18th. Finally, Wall Street Zen cut Sempra Energy from a “hold” rating to a “sell” rating in a research note on Sunday, May 10th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $102.67.

Sempra Energy Trading Up 1.5%

Shares of NYSE SRE opened at $92.89 on Friday. The business’s 50 day moving average is $94.54 and its two-hundred day moving average is $91.96. The company has a debt-to-equity ratio of 0.78, a current ratio of 1.69 and a quick ratio of 1.66. Sempra Energy has a 1-year low of $73.06 and a 1-year high of $101.04. The stock has a market capitalization of $60.72 billion, a P/E ratio of 31.49, a PEG ratio of 3.46 and a beta of 0.60.

Sempra Energy (NYSE:SRE) last issued its quarterly earnings data on Thursday, May 7th. The utilities provider reported $1.51 earnings per share for the quarter, hitting the consensus estimate of $1.51. Sempra Energy had a return on equity of 8.20% and a net margin of 14.31%.The company had revenue of $3.66 billion for the quarter, compared to analysts’ expectations of $4.10 billion. During the same period in the previous year, the firm posted $1.44 earnings per share. The firm’s revenue for the quarter was down 3.9% 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 4.870-5.370 EPS. As a group, research analysts expect that Sempra Energy will post 5.11 EPS for the current year.

Sempra Energy Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Thursday, June 25th will be given 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 is Thursday, June 25th. Sempra Energy’s payout ratio is 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.