Lombard Odier Asset Management Switzerland SA Raises Position in Sempra Energy $SRE

Posted by Geri Gentry on Jul 27th, 2026

Lombard Odier Asset Management Switzerland SA raised its holdings in Sempra Energy (NYSE:SRE – Free Report) by 54.5% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 28,005 shares of the utilities provider’s stock after acquiring an additional 9,874 shares during the period. Lombard Odier Asset Management Switzerland SA’s holdings in Sempra Energy were worth $2,721,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of the business. Bell Investment Advisors Inc lifted its position in Sempra Energy by 79.5% in the 1st quarter. Bell Investment Advisors Inc now owns 262 shares of the utilities provider’s stock worth $25,000 after buying an additional 116 shares during the last quarter. Ares Financial Consulting LLC bought a new position in shares of Sempra Energy during the 4th quarter valued at $26,000. Clal Insurance Enterprises Holdings Ltd grew its holdings in shares of Sempra Energy by 57.7% during the 4th quarter. Clal Insurance Enterprises Holdings Ltd now owns 347 shares of the utilities provider’s stock valued at $31,000 after purchasing an additional 127 shares during the last quarter. Key Financial Inc raised its position in Sempra Energy by 73.6% in the 4th quarter. Key Financial Inc now owns 361 shares of the utilities provider’s stock worth $32,000 after purchasing an additional 153 shares during the period. Finally, Annis Gardner Whiting Capital Advisors LLC raised its position in Sempra Energy by 83.0% in the 4th quarter. Annis Gardner Whiting Capital Advisors LLC now owns 355 shares of the utilities provider’s stock worth $32,000 after purchasing an additional 161 shares during the period. Institutional investors own 89.65% of the company’s stock.

Wall Street Analysts Forecast Growth

SRE has been the subject of a number of recent research reports. Jefferies Financial Group set a $101.00 target price on Sempra Energy in a research note on Thursday, July 16th. Wall Street Zen upgraded Sempra Energy from a “sell” rating to a “hold” rating in a research report on Saturday. Truist Financial set a $104.00 price target on Sempra Energy and gave the stock a “buy” rating in a research note on Monday, May 18th. Wells Fargo & Company reiterated an “overweight” rating and issued a $118.00 price objective on shares of Sempra Energy in a research report on Tuesday, April 21st. Finally, BMO Capital Markets set a $102.00 price objective on Sempra Energy and gave the company an “outperform” rating in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $104.23.

Read Our Latest Research Report on SRE

Sempra Energy Stock Up 0.0%

NYSE:SRE opened at $93.00 on Monday. The firm’s 50-day moving average price is $91.93 and its 200-day moving average price is $92.44. The company has a market capitalization of $60.80 billion, a PE ratio of 31.53, a P/E/G ratio of 2.23 and a beta of 0.56. 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 $78.97 and a 1-year high of $101.04.

Sempra Energy (NYSE:SRE – Get Free Report) last announced its quarterly earnings results on Thursday, May 7th. The utilities provider reported $1.51 earnings per share for the quarter, meeting the consensus estimate of $1.51. Sempra Energy had a net margin of 14.31% and a return on equity of 8.20%. The company had revenue of $3.65 billion during the quarter, compared to the consensus estimate of $4.10 billion. During the same quarter last year, the firm earned $1.44 earnings per share. The firm’s quarterly revenue was down 3.9% compared to the same quarter last year. 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. On average, equities analysts predict that Sempra Energy will post 5.12 EPS for the current fiscal 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 $0.6575 dividend. The ex-dividend date of this dividend was Thursday, June 25th. This represents a $2.63 dividend on an annualized basis and a dividend yield of 2.8%. Sempra Energy’s dividend payout ratio is 89.15%.

Insider Activity

In other Sempra Energy news, insider Diana L. Day sold 3,300 shares of Sempra Energy stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $92.13, for a total value of $304,029.00. Following the sale, the insider directly owned 22,870 shares in the company, valued at approximately $2,107,013.10. The trade was a 12.61% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 value of $724,400.00. Following the completion of the sale, the executive vice president directly owned 25,164 shares in the company, valued at approximately $2,278,600.20. The trade was a 24.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 13,900 shares of company stock worth $1,261,207 in the last three months. Company insiders own 0.31% of the company’s stock.

Sempra Energy Profile

(Free Report)

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.