Orin Green Financial LLC Takes $2.33 Million Position in Sempra Energy $SRE

Posted by Stanley Muller on Jul 8th, 2026

Orin Green Financial LLC bought a new stake in shares of Sempra Energy (NYSE:SRE – Free Report) during the 1st quarter, HoldingsChannel reports. The institutional investor bought 23,939 shares of the utilities provider’s stock, valued at approximately $2,326,000. Sempra Energy accounts for about 1.0% of Orin Green Financial LLC’s investment portfolio, making the stock its 23rd biggest position.

Several other institutional investors and hedge funds also recently bought and sold shares of SRE. Creative Capital Management Investments LLC raised its stake in shares of Sempra Energy by 12.1% in the first quarter. Creative Capital Management Investments LLC now owns 1,040 shares of the utilities provider’s stock valued at $101,000 after acquiring an additional 112 shares during the period. Rosenberg Matthew Hamilton grew its holdings in Sempra Energy by 2.3% during the 4th quarter. Rosenberg Matthew Hamilton now owns 5,191 shares of the utilities provider’s stock valued at $458,000 after purchasing an additional 116 shares during the last quarter. Bell Investment Advisors Inc grew its holdings in Sempra Energy by 79.5% during the 1st quarter. Bell Investment Advisors Inc now owns 262 shares of the utilities provider’s stock valued at $25,000 after purchasing an additional 116 shares during the last quarter. Gulf International Bank UK Ltd raised its position in Sempra Energy by 0.4% in 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. Finally, Silvia Mccoll Wealth Management LLC lifted its stake in 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 owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several brokerages have recently weighed in on SRE. Wall Street Zen downgraded Sempra Energy from a “hold” rating to a “sell” rating in a report on Saturday. Truist Financial set a $104.00 target price on Sempra Energy and gave the stock a “buy” rating in a research report on Monday, May 18th. BMO Capital Markets cut their price target on shares of Sempra Energy from $105.00 to $103.00 and set an “outperform” rating on the stock in a report on Monday, May 11th. Wells Fargo & Company reiterated an “overweight” rating and set a $118.00 price objective on shares of Sempra Energy in a report on Tuesday, April 21st. Finally, TD Cowen assumed coverage on shares of Sempra Energy in a research note on Tuesday. They issued a “buy” rating on the stock. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $102.75.

Get Our Latest Stock Report on Sempra Energy

Sempra Energy Trading Up 1.9%

NYSE SRE opened at $94.68 on Wednesday. The company’s 50-day simple moving average is $91.83 and its two-hundred day simple moving average is $92.01. Sempra Energy has a one year low of $73.18 and a one year high of $101.04. The company has a market capitalization of $61.89 billion, a price-to-earnings ratio of 32.09, a price-to-earnings-growth ratio of 2.24 and a beta of 0.56. The company has a debt-to-equity ratio of 0.78, a quick ratio of 1.66 and a current ratio of 1.69.

Sempra Energy (NYSE:SRE – Get Free Report) last issued its quarterly earnings data on Thursday, May 7th. The utilities provider reported $1.51 earnings per share (EPS) for the quarter, meeting the consensus estimate of $1.51. The company had revenue of $3.65 billion for the quarter, compared to analyst estimates of $4.10 billion. Sempra Energy had a net margin of 14.31% and a return on equity of 8.20%. Sempra Energy’s revenue was down 3.9% compared to the same quarter last year. During the same period last year, the company posted $1.44 earnings per share. 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. Equities analysts forecast that Sempra Energy will post 5.11 EPS for the current fiscal year.

Sempra Energy Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Thursday, June 25th will be given a dividend of $0.6575 per share. The ex-dividend date of this dividend is Thursday, June 25th. This represents a $2.63 dividend on an annualized basis and a yield of 2.8%. Sempra Energy’s dividend payout ratio (DPR) is presently 89.15%.

Insider Buying and Selling at Sempra Energy

In other Sempra Energy news, Director Pablo Ferrero sold 2,600 shares of the business’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $89.53, for a total value of $232,778.00. Following the completion of the transaction, the director directly owned 15,423 shares in the company, valued at approximately $1,380,821.19. The trade was a 14.43% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Caroline Ann Winn sold 8,000 shares of the firm’s stock in a transaction dated Wednesday, June 17th. The shares were sold at an average price of $90.55, for a total transaction of $724,400.00. Following the completion of the sale, the executive vice president owned 25,164 shares in the company, valued at $2,278,600.20. This represents a 24.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 13,900 shares of company stock worth $1,261,207 over the last quarter. 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.