Sempra Energy (SRE)

Nov 11, 2026

Sempra's Oncor, a Texas utility, is finalizing a 20% increase to its capital spending plan, which will bring its 2026-2030 capex to over $47.5 billion, driven by data center growth and other requests. Similarly, Pinnacle West Capital Corp., parent of Arizona Public Service, also raised its sales growth outlook through 2030, expecting energy needs to double by 2041 due to economic expansion, including data centers and manufacturing. Both utilities highlight the diversity of load growth beyond just data centers.

Nov 3, 2026

VCI Wealth Management LLC has acquired a new stake of 26,237 shares in Sempra Energy, valued at approximately $2.04 million during the third quarter. Institutional investors collectively own 89.65% of Sempra Energy, which holds a "Moderate Buy" consensus rating and an average price target of $100.53 from analysts. The company also announced a quarterly dividend of $0.6575, representing an annualized payout of $2.63 and a 3.1% yield.

Nov 3, 2026

Sumitomo Mitsui Trust Group Inc. acquired 1,403,980 shares of Sempra Energy (NYSE:SRE) during the third quarter, valued at approximately $109.5 million, giving the group a 0.21% stake in the utilities provider. Institutional investors now collectively own 89.65% of SRE. Sempra Energy reported strong quarterly earnings of $1.16 per share, beating estimates, and maintains a quarterly dividend of $0.6575.

Nov 3, 2026

Profund Advisors LLC recently acquired a new position in Sempra Energy (NYSE:SRE) during the third quarter, purchasing 19,607 shares valued at approximately $1.53 million. This acquisition is part of a broader trend of institutional investors and hedge funds increasing their stakes in the utilities provider. The article also details Sempra Energy's recent financial performance, dividend announcement, and analyst ratings, with an average "Moderate Buy" rating and a price target of $100.53.

Nov 3, 2026

U.S. asset manager Blackstone and four Canadian institutional investors have collectively invested $3.1 billion US to acquire a 49.9% non-controlling stake in the Mitsubishi Corp. subsidiary that holds an interest in LNG Canada, Canada's first liquefied natural gas export facility. The investment group includes major Canadian pension funds like the Canada Pension Plan Investment Board and the Ontario Municipal Employees Retirement System. This deal comes as LNG Canada plans a Phase 2 expansion to double its capacity, though environmental groups have voiced strong opposition to pension funds investing in fossil fuel projects.

Nov 3, 2026

DCG International Investments Ltd has announced its intention to sell 300 common units of the Grayscale Decentralized Finance (DeFi) Fund LLC, valued at $3,870. The units were originally acquired in 2021 through a private transaction. This proposed sale follows several other unit sales by DCG International in the preceding three months, totaling 1,782 units and gross proceeds of $19,498.76.

Nov 3, 2026

Flywire Corporation officer David R. King has filed a Form 144 notice to sell 55,325 shares of Voting Common Stock through the D R King Revocable Trust. The shares, valued at approximately $1,089,349, are expected to be sold on or within three months of November 2, 2026, under a Rule 10b5-1 trading plan. King previously acquired these shares in 2018 and has made two other significant sales in September and October 2026.

Nov 3, 2026

Matthew Kirk, the CFO of AXIS Capital Holdings Limited, sold 1,063 common shares on November 1, 2026, at $104.87 per share. This transaction was for tax withholding purposes related to an equity award. Following the sale, Kirk directly holds 13,229 common shares in the company.

Nov 2, 2026

Nippon Life Global Investors Americas Inc. has initiated a new stake in Sempra Energy (NYSE:SRE), acquiring 190,840 shares valued at approximately $14.99 million during the third quarter. Institutional investors now collectively own 89.65% of the company, and analysts generally maintain a "Moderate Buy" rating with an average price target of $100.53. Sempra Energy exceeded its quarterly EPS estimates and offers an annualized dividend yield of 3.1%.

Nov 2, 2026

Pasqal Holding SA has filed a Form S-8 registration statement with the SEC to register ordinary shares for five equity compensation plans. These plans include three new 2026 programs and two legacy BSPCE plans from a business combination completed in August 2026. The registration follows a merger on August 27, 2026, where Pasqal Holding SA assumed all outstanding Rollover BSPCEs, adjusting share counts according to the exchange ratio.

Nov 2, 2026

D.A. Davidson & CO. acquired 46,087 shares of Sempra Energy, valued at approximately $3.6 million, during the third quarter. Institutional investors collectively hold 89.65% of Sempra's outstanding shares, and analysts have a "Moderate Buy" consensus rating with an average price target of $100.53. Sempra reported quarterly EPS of $1.16, exceeding estimates, and paid a dividend of $0.6575 per share.

Oct 31, 2026

Oppenheimer & Co. Inc. has acquired 40,863 shares of Sempra Energy, valued at approximately $3.19 million, marking a new position for the firm in the utilities provider. Sempra Energy exceeded earnings estimates with $1.16 per share and pays an annualized dividend of $2.63, reflecting a 3.1% yield. Analysts maintain a "Moderate Buy" consensus rating with an average price target of $100.53.

Oct 30, 2026

Cheniere Energy (LNG) stock significantly rose by 7.1% on October 29, 2026, after the company reported strong third-quarter 2026 results, surpassing analyst revenue forecasts and raising its full-year outlook for the third consecutive quarter. The liquefied natural gas exporter also increased its quarterly dividend by over 12%. This surge marked its largest one-day gain in a year, pushing the stock to its highest closing price in the past year.

Oct 30, 2026

Asset Management One Co. Ltd. acquired 300,454 shares of Sempra Energy, valued at approximately $23.4 million, during the third quarter. Sempra Energy reported strong quarterly earnings of $1.16 EPS, surpassing analyst estimates, and pays a quarterly dividend of $0.6575, representing an annual yield of 3.1%. Analysts maintain a "Moderate Buy" consensus for the stock with an average price target of $100.53, indicating potential upside from its current trading price of $85.92.

Oct 29, 2026

Shares of Sempra (SRE) gained 1.44% on Thursday, closing at $85.89, despite a generally poor trading session for the broader market. The S&P 500 Index (SPX) fell 0.30% and the Dow Jones Industrial Average (DJIA) dropped 0.25%. Sempra's stock finished 14.99% below its 52-week high of $101.04, achieved on April 9th.

Oct 28, 2026

Enbridge Inc (ENB) has been a highly searched stock on Zacks.com, prompting an analysis of its performance drivers. Despite recent stock gains, Enbridge holds a Zacks Rank #4 (Sell) due to recent earnings estimate revisions. The article details its earnings estimates, projected revenue growth, and valuation, suggesting potential underperformance in the near term.

Oct 27, 2026

Miller Howard Investments Inc. NY acquired a new stake of 135,019 shares in Sempra Energy (NYSE:SRE) during the third quarter, valued at approximately $10.5 million. Institutional investors now own 89.65% of the company, and analysts generally rate Sempra Energy as a "Moderate Buy" with an average price target of $100.53. Sempra Energy also announced a quarterly dividend of $0.6575 per share, representing a 3.1% yield.

Oct 27, 2026

Sempra's stock performance has lagged significantly behind the S&P 500 over the past five years, even when accounting for reinvested dividends. While Sempra's dividends contributed more to its overall return than the market's, they were not enough to close the substantial gap in total return. The article suggests that for income-focused investors, the key metric to watch is the difference between Sempra's return with dividends and the S&P 500's return with dividends, which still shows a wide disparity.