Bahl & Gaynor Inc. Trims Position in Sempra Energy $SRE

Bahl & Gaynor Inc. trimmed its holdings in shares of Sempra Energy (NYSE:SRE) by 3.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,499,794 shares of the utilities provider’s stock after selling 115,036 shares during the period. Sempra Energy makes up about 1.6% of Bahl & Gaynor Inc.’s portfolio, making the stock its 16th biggest position. Bahl & Gaynor Inc. owned about 0.54% of Sempra Energy worth $314,911,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. APG Asset Management N.V. lifted its position in Sempra Energy by 0.9% during the third quarter. APG Asset Management N.V. now owns 366,400 shares of the utilities provider’s stock valued at $32,969,000 after purchasing an additional 3,200 shares during the period. Aprio Wealth Management LLC purchased a new position in shares of Sempra Energy during the 3rd quarter valued at about $230,000. Aster Capital Management DIFC Ltd acquired a new position in shares of Sempra Energy in the 3rd quarter valued at about $412,000. Erste Asset Management GmbH boosted its stake in shares of Sempra Energy by 8.9% in the third quarter. Erste Asset Management GmbH now owns 48,434 shares of the utilities provider’s stock worth $4,324,000 after buying an additional 3,946 shares during the last quarter. Finally, Generali Investments Management Co LLC boosted its stake in shares of Sempra Energy by 14.6% in the third quarter. Generali Investments Management Co LLC now owns 24,071 shares of the utilities provider’s stock worth $2,166,000 after buying an additional 3,062 shares during the last quarter. Institutional investors and hedge funds own 89.65% of the company’s stock.

Sempra Energy Price Performance

Shares of NYSE SRE opened at $96.16 on Monday. The company has a debt-to-equity ratio of 0.75, a quick ratio of 1.57 and a current ratio of 1.59. The firm has a fifty day moving average of $89.68 and a 200 day moving average of $88.82. The firm has a market cap of $62.76 billion, a PE ratio of 34.84, a PEG ratio of 3.63 and a beta of 0.73. Sempra Energy has a one year low of $61.90 and a one year high of $97.44.

Sempra Energy (NYSE:SRE) last posted its quarterly earnings data on Thursday, February 26th. The utilities provider reported $1.28 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.12 by $0.16. The business had revenue of $3.75 billion for the quarter, compared to the consensus estimate of $3.82 billion. Sempra Energy had a net margin of 13.27% and a return on equity of 8.22%. The company’s revenue was down .2% compared to the same quarter last year. During the same period last year, the firm posted $1.50 earnings per share. As a group, research analysts predict that Sempra Energy will post 4.76 EPS for the current fiscal year.

Sempra Energy Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Thursday, March 19th will be issued a $0.6575 dividend. This represents a $2.63 annualized dividend and a yield of 2.7%. The ex-dividend date is Thursday, March 19th. This is a positive change from Sempra Energy’s previous quarterly dividend of $0.65. Sempra Energy’s payout ratio is presently 93.48%.

Trending Headlines about Sempra Energy

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

• Positive Sentiment: Wells Fargo raised its price target to $113 and kept an “overweight” rating — the new target implies roughly a mid-teens upside from current levels, supporting buy-side interest. Benzinga
• Positive Sentiment: Company lifted its five-year capital plan (16% increase) and beat Q4 adjusted profit estimates, signaling higher near-term infrastructure spending and growth that justify a premium multiple. Reuters
• Positive Sentiment: Sempra issued a robust long‑range EPS outlook (2030 guidance) and highlighted value‑creation initiatives in its 2025 results release, which supports a constructive long-term growth story. PR Newswire
• Positive Sentiment: Q4 EPS beat street estimates ($1.28 vs. consensus ~ $1.12), which investors often reward even though revenue was slightly soft — the beat helps justify recent analyst upgrades. Zacks
• Positive Sentiment: Sempra raised its quarterly dividend (to $0.6575; ~2.8% yield), a modest increase that supports income-focused investors and signals board confidence.
• Neutral Sentiment: Brokerage consensus remains a “Moderate Buy,” indicating broad analyst support but not unanimous conviction. AmericanBankingNews
• Neutral Sentiment: Updated FY‑2026 and FY‑2027 guidance provide ranges that are roughly in line with consensus (some endpoints below/above estimates), leaving near‑term growth visibility mixed. PR Newswire (guidance)
• Neutral Sentiment: Earnings call transcript and slide deck are available for investors who want detail on segment performance and capital allocation—useful but not market-moving by themselves. Seeking Alpha
• Negative Sentiment: Revenue slipped year-over-year (down ~0.2%) and overall profits/cash levels were described as tighter, which could temper valuation expansion and raise near‑term execution questions. Zacks (revenue note)

Wall Street Analyst Weigh In

Several brokerages recently weighed in on SRE. Wells Fargo & Company lifted their price target on Sempra Energy from $112.00 to $113.00 and gave the company an “overweight” rating in a research report on Friday. Morgan Stanley reaffirmed an “overweight” rating and set a $101.00 price objective on shares of Sempra Energy in a research note on Friday, February 20th. Barclays set a $95.00 target price on shares of Sempra Energy and gave the company an “overweight” rating in a research note on Tuesday, February 3rd. Wall Street Zen upgraded shares of Sempra Energy from a “sell” rating to a “hold” rating in a research report on Saturday, November 8th. Finally, UBS Group reaffirmed an “outperform” rating and issued a $100.00 price objective on shares of Sempra Energy in a report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $99.20.

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.