Sempra (SRE)

• Market cap: $44.4B
• 1 day: -1.00%
• 5 days: 0.49%
• 1 month: -2.56%
• 3 months: -20.18%
• 6 months: -15.84%
• Year to date: -19.59%
• 1 year: -1.67%
• 5 years: 15.67%
• 10 years: 29.14%
• Sector: Utilities
• Industry: Gas & Other Services Combined

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

323% more call options, than puts

Call options by funds: $98M | Put options by funds: $23.2M

127% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 85

19% more repeat investments, than reductions

Existing positions increased: 435 | Existing positions reduced: 366

10% more funds holding in top 10

Funds holding in top 10: 10 [Q3] → 11 (+1) [Q4]

9% more capital invested

Capital invested by funds: $47.1B [Q3] → $51.3B (+$4.2B) [Q4]

8% more funds holding

Funds holding: 1,087 [Q3] → 1,176 (+89) [Q4]

3.39% more ownership

Funds ownership: 88.91% [Q3] → 92.3% (+3.39%) [Q4]

Research analyst outlook

10 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $72 3% upside
• Avg. target: $81 16% upside
• High target: $95 36% upside

10 analyst ratings

• positive: 6 60%
• neutral: 4 40%
• negative: 0 0%

Wells Fargo Sarah Akers 53% 1-year accuracy 8 / 15 met price target	21% upside $85	Overweight Maintained	26 Mar 2025
Morgan Stanley David Arcaro 48% 1-year accuracy 23 / 48 met price target	23% upside $86	Overweight Maintained	20 Mar 2025
BMO Capital James Thalacker 70% 1-year accuracy 50 / 71 met price target	11% upside $78	Outperform Maintained	4 Mar 2025
Jefferies Julien Dumoulin-Smith 61% 1-year accuracy 103 / 169 met price target	10% upside $77	Hold Downgraded	3 Mar 2025
Barclays Nicholas Campanella 61% 1-year accuracy 45 / 74 met price target	3% upside $72	Equal-Weight Downgraded	27 Feb 2025