Y Intercept Hong Kong Ltd Has $417,000 Holdings in Sempra Energy $SRE

08 Nov 2025, 08:44 by Renee Jackson · The Cerbat Gem

Y Intercept Hong Kong Ltd trimmed its position in Sempra Energy (NYSE:SRE – Free Report) by 89.5% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,504 shares of the utilities provider’s stock after selling 46,681 shares during the quarter. Y Intercept Hong Kong Ltd’s holdings in Sempra Energy were worth $417,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of SRE. Pingora Partners LLC increased its holdings in Sempra Energy by 48.3% in the 1st quarter. Pingora Partners LLC now owns 430 shares of the utilities provider’s stock valued at $31,000 after buying an additional 140 shares during the period. ST Germain D J Co. Inc. lifted its holdings in shares of Sempra Energy by 230.8% during the 2nd quarter. ST Germain D J Co. Inc. now owns 430 shares of the utilities provider’s stock worth $33,000 after acquiring an additional 300 shares during the period. Bogart Wealth LLC boosted its position in shares of Sempra Energy by 74.1% during the 2nd quarter. Bogart Wealth LLC now owns 444 shares of the utilities provider’s stock valued at $34,000 after acquiring an additional 189 shares in the last quarter. Eastern Bank increased its stake in Sempra Energy by 73.7% in the first quarter. Eastern Bank now owns 580 shares of the utilities provider’s stock valued at $41,000 after acquiring an additional 246 shares during the period. Finally, Barrett & Company Inc. bought a new stake in Sempra Energy in the second quarter valued at about $51,000. 89.65% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on SRE. Wall Street Zen raised shares of Sempra Energy from a “sell” rating to a “hold” rating in a research report on Saturday. Citigroup reiterated a “neutral” rating and issued a $80.00 price objective (up from $70.00) on shares of Sempra Energy in a research note on Monday, August 4th. Evercore ISI set a $105.00 target price on Sempra Energy and gave the stock an “outperform” rating in a research report on Monday, October 6th. Mizuho upped their price target on Sempra Energy from $86.00 to $93.00 and gave the company an “outperform” rating in a research report on Wednesday, September 24th. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Sempra Energy in a report on Wednesday, October 8th. Two research analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $95.42.

Check Out Our Latest Stock Report on Sempra Energy

Insiders Place Their Bets

In other news, Director Kevin C. Sagara sold 28,864 shares of the company’s stock in a transaction that occurred on Monday, September 15th. The shares were sold at an average price of $84.21, for a total transaction of $2,430,637.44. Following the transaction, the director directly owned 15,475 shares in the company, valued at approximately $1,303,149.75. This represents a 65.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Caroline Ann Winn sold 5,114 shares of the stock in a transaction that occurred on Thursday, August 14th. The shares were sold at an average price of $82.01, for a total transaction of $419,399.14. Following the sale, the executive vice president directly owned 39,380 shares in the company, valued at $3,229,553.80. This trade represents a 11.49% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 52,733 shares of company stock valued at $4,541,791. Insiders own 0.27% of the company’s stock.

Sempra Energy Trading Up 0.9%

Shares of SRE opened at $93.63 on Friday. The company has a debt-to-equity ratio of 0.93, a quick ratio of 0.41 and a current ratio of 0.48. The company has a market cap of $61.09 billion, a price-to-earnings ratio of 22.62, a PEG ratio of 2.84 and a beta of 0.68. The stock has a fifty day moving average price of $88.43 and a two-hundred day moving average price of $81.32. Sempra Energy has a 52-week low of $61.90 and a 52-week high of $95.77.

Sempra Energy (NYSE:SRE – Get Free Report) last announced its earnings results on Wednesday, November 5th. The utilities provider reported $1.11 EPS for the quarter, topping the consensus estimate of $0.84 by $0.27. Sempra Energy had a return on equity of 8.42% and a net margin of 20.28%.The company had revenue of $3.15 billion for the quarter, compared to analysts’ expectations of $2.99 billion. During the same quarter in the prior year, the business earned $0.89 earnings per share. The business’s revenue for the quarter was up 13.5% on a year-over-year basis. Analysts predict that Sempra Energy will post 4.76 EPS for the current fiscal year.

Sempra Energy Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, January 15th. Shareholders of record on Thursday, December 11th will be paid a $0.645 dividend. The ex-dividend date of this dividend is Thursday, December 11th. This represents a $2.58 dividend on an annualized basis and a dividend yield of 2.8%. Sempra Energy’s payout ratio is currently 62.32%.

About Sempra Energy

(Free Report)