SRE — Sempra Energy

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates SRE Bullish with a Setup Score of 49, net conviction 27, actionability 89. How the Setup Score works →

Total Setup Score49
Directional BiasBullish
Net Conviction27
Actionability89 (in range)

Key signals behind this score

About Sempra Energy

Sempra engages in the regulated utilities business in the United States and Mexico. It operates through three segments: Sempra California, Sempra Texas Utilities, and Sempra Infrastructure. It also invests in and operates electric and gas utilities and other energy infrastructure that provides energy services to customers. The Sempra California segment provides natural gas and electric services to Southern California and part of central Californi… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$84.75
Market Cap$57.14B
Float652.6M
Shares Outstanding653.9M
P/E (Forward)16.69
P/E (TTM)24.82
Price/Sales (TTM)4.22
vs. Analyst Target+23.4% to analyst PT
Profit Margin16.82%
Operating Margin (TTM)28.33%
Revenue (TTM)$13.55B
Earnings Growth (YoY)71.30%
Dividend Rate2.6%
Analyst Target Price$104.62 (18 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $11.35B $3.93B $3.28B $4.23B
2021 $13.06B $1.32B $3.64B $3.26B
2022 $15.55B $2.14B $4.16B $4.42B
2023 $15.80B $3.08B $3.75B $6.12B
2024 $12.96B $2.86B $3.52B $5.85B
2025 $13.71B $1.84B $4.00B $6.87B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Sep 2025 $3.18B $95.0M
Dec 2025 $3.77B $352M
Mar 2026 $3.65B $1.04B
Jun 2026 $3.00B $797M

Ownership & Float

Insider Ownership0.1%
Institutional Ownership93.8%
Short Float1.8%
% of All Funds Holding14.51%
Number of Funds Holding1,276

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$89.32Near-term / short-term trend
Weekly40-Week SMA$91.30Medium-term trend
Weekly80-Week SMA$85.57Cyclical trend (business cycle)
Weekly200-Week SMA$80.33Secular trend (multi-year)
Monthly10-Month SMA$91.37Near-term monthly trend
Monthly20-Month SMA$85.72Medium-term monthly trend
Monthly40-Month SMA$80.97Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$82.00 support 1.10x 10 months ago
$72.00 support 1.30x 15 months ago

Historical Earnings Reactions (113 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.08% 0.01% 50.44% 3.21% -2.57%
1 Day 0.09% 0.25% 58.41% 9.38% -4.29%
1 Week 0.42% -0.13% 46.90% 32.50% -7.20%
2 Weeks 0.72% 0.32% 54.87% 32.00% -24.40%
1 Month 1.40% 0.80% 58.93% 42.38% -20.10%

Next earnings: October 25, 2026 (58 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan0.2%64.3%28
Feb-0.5%50.0%28
Mar2.1%78.6%28
Apr3.1%67.9%28
May0.1%57.1%28
Jun-0.0%57.1%28
Jul0.8%51.7%29
Aug1.5%71.4%28
Sep-1.2%46.4%28
Oct0.8%53.6%28
Nov1.8%60.7%28
Dec-0.3%53.6%28

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.07% 52.0% 1330
Tuesday -0.03% 51.4% 1454
Wednesday 0.00% 48.2% 1454
Thursday 0.05% 52.9% 1426
Friday 0.09% 54.0% 1417

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 93.8%

Insider Transactions — Smart Summary

Total insider ownership: 0.1%

12-Month Insider Activity Summary

Total Filings16
Net Value-$8.2M
Net Shares Change-131,051
% of Float-0.0%
C-Suite Filings10
Clusters Detected2

Key Insiders

NameTitleNet ValueFilingsActivity
Winn Caroline Ann Executive Vice President -$724,408.8 1 1 sell
Sedgwick Karen L Executive VP and CFO -$451,041.478 1 N/A
Larroque Alexander Lisa SVP, Corp Affairs and HR -$400,001.1 1 1 sell
DAY DIANA L Chief Legal Counsel -$304,029 1 N/A
Wold Dyan Z. VP, Controller and CAO -$284,773.62 2 1 sell
MARK RICHARD J +$251,163.6 1 1 buy
Ferrero Pablo -$232,778 1 1 sell
WARNER CYNTHIA J +$232,375 1 1 buy

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-11-07 – 2025-11-19 3 3 -$1.1M 3 C-suite
2026-03-09 – 2026-03-16 5 5 -$20,852.698 2 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-06-17 Winn Caroline Ann Executive Vice President -$724,408.8 Transaction at $90.55, now -6.4%
2026-03-11 WARNER CYNTHIA J +$232,375 Transaction at $92.95, now -8.8%
2026-03-11 MARK RICHARD J +$251,163.6 Transaction at $93.30, now -9.2%
2026-03-13 Kirk Jennifer M +$93,440 Transaction at $93.44, now -9.3%
2026-05-19 Ferrero Pablo -$232,778 Transaction at $89.53, now -5.3%
2025-11-19 Wold Dyan Z. VP, Controller and CAO -$137,983.8 Transaction at $91.38, now -7.3%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Sempra Energy (SRE) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for SRE on Trend Edge →