Safeguard Investment Advisory Group LLC Invests $641,000 in Sempra Energy $SRE

Safeguard Investment Advisory Group LLC bought a new position in shares of Sempra Energy (NYSE:SRE) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 6,914 shares of the utilities provider’s stock, valued at approximately $641,000.

Several other large investors have also recently bought and sold shares of the stock. Creative Capital Management Investments LLC boosted its holdings in Sempra Energy by 12.1% in the 1st quarter. Creative Capital Management Investments LLC now owns 1,040 shares of the utilities provider’s stock valued at $101,000 after purchasing an additional 112 shares during the period. Bell Investment Advisors Inc increased 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 worth $25,000 after purchasing an additional 116 shares during the period. Gulf International Bank UK Ltd increased its holdings in shares of Sempra Energy by 0.4% during the 4th quarter. Gulf International Bank UK Ltd now owns 35,009 shares of the utilities provider’s stock worth $3,091,000 after purchasing an additional 123 shares during the period. Rothschild Investment LLC raised its position in shares of Sempra Energy by 3.5% during the fourth quarter. Rothschild Investment LLC now owns 3,666 shares of the utilities provider’s stock valued at $324,000 after buying an additional 124 shares during the last quarter. Finally, Clal Insurance Enterprises Holdings Ltd raised its position in shares of 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 buying an additional 127 shares during the last quarter. 89.65% of the stock is currently owned by institutional investors and hedge funds.

Sempra Energy Price Performance

NYSE:SRE opened at $82.87 on Monday. The company has a 50-day moving average of $90.31 and a 200-day moving average of $92.23. The company has a market capitalization of $54.19 billion, a price-to-earnings ratio of 24.02, a PEG ratio of 1.99 and a beta of 0.57. Sempra Energy has a 52 week low of $78.97 and a 52 week high of $101.04. The company has a debt-to-equity ratio of 0.78, a quick ratio of 1.62 and a current ratio of 1.64.

Sempra Energy (NYSE:SRE) last issued its earnings results on Thursday, August 6th. The utilities provider reported $1.16 earnings per share for the quarter, beating the consensus estimate of $1.01 by $0.15. The business had revenue of $3 billion for the quarter, compared to analyst estimates of $3.14 billion. Sempra Energy had a net margin of 16.70% and a return on equity of 8.49%. The firm’s revenue was down .1% on a year-over-year basis. During the same period in the previous year, the business earned $0.89 EPS. Sempra Energy has set its FY 2027 guidance at 5.100-5.700 EPS and its FY 2026 guidance at 4.800-5.300 EPS. As a group, equities research analysts anticipate that Sempra Energy will post 5.12 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on the stock. BMO Capital Markets set a $102.00 target price on shares of Sempra Energy and gave the company an “outperform” rating in a research note on Wednesday, July 22nd. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Sempra Energy in a report on Friday, July 17th. Morgan Stanley reduced their price objective on Sempra Energy from $108.00 to $104.00 and set an “overweight” rating for the company in a research report on Friday. Barclays reduced their price objective on Sempra Energy from $105.00 to $103.00 and set an “overweight” rating for the company in a research report on Thursday, July 9th. Finally, Wall Street Zen raised Sempra Energy from a “sell” rating to a “hold” rating in a report on Saturday, July 25th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, Sempra Energy presently has an average rating of “Moderate Buy” and an average target price of $103.62.

Insider Buying and Selling

In other Sempra Energy news, EVP Caroline Ann Winn sold 8,000 shares of Sempra Energy stock in a transaction that occurred on Wednesday, June 17th. The stock was sold at an average price of $90.55, for a total transaction of $724,400.00. Following the sale, the executive vice president directly owned 25,164 shares of the company’s stock, valued at approximately $2,278,600.20. The trade was a 24.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.31% of the stock is currently owned by corporate insiders.

About Sempra Energy

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.