Sempra Energy (NYSE:SRE) Institutional Investors Sentiment Change

Lloyd Doyle
January 13, 2018

Richard Mcguire decreased its stake in Sothebys (BID) by 9.64% based on its latest 2017Q3 regulatory filing with the SEC. The total amount of shares outstanding is 251.69 million, giving the company a market capitalization of about 26.86 billion. The institutional investor held 114,700 shares of the department and specialty retail stores company at the end of 2017Q3, valued at $18.84M, up from 59,700 at the end of the previous reported quarter. Bridgecreek Investment Management Llc who had been investing in At&T Inc for a number of months, seems to be less bullish one the $223.95B market cap company. The stock increased 1.30% or $2.46 during the last trading session, reaching $191.84. Discovery Capital Mngmt Lc Ct invested in 1.12% or 1.02M shares. Costco Wholesale Corporation (NASDAQ:COST) has risen 25.14% since January 13, 2017 and is uptrending. It has outperformed by 61.46% the S&P500.

Stonebridge Capital Advisors Llc decreased Sempra Energy (SRE) stake by 40.3% reported in 2017Q3 SEC filing. The average twelve-month target price among brokerages that have issued ratings on the stock in the past year is $123.00. The Company's principal operating units are San Diego Gas & Electric Company (SDG&E) and Southern California Gas Company (SoCalGas); Sempra International, which includes Sempra South American Utilities and Sempra Mexico segments, and Sempra U.S. Gas & Power, which includes Sempra Renewables and Sempra Natural Gas segments. The stock decreased 0.46% or $0.49 during the last trading session, reaching $106.7. The utilities provider reported $1.04 earnings per share (EPS) for the quarter, meeting the Thomson Reuters' consensus estimate of $1.04. It has underperformed by 8.43% the S&P500. Therefore 34% are positive. Wells Fargo & Co lowered their price objective on shares of Sempra Energy from $130.00 to $128.00 and set an "outperform" rating on the stock in a research report on Tuesday, October 10th. The rating was maintained by RBC Capital Markets on Sunday, October 1 with "Buy". Finally, Royal Bank of Canada reiterated a "buy" rating on shares of Sempra Energy in a report on Tuesday, November 7th. The firm has "Neutral" rating by JP Morgan given on Thursday, October 12. The rating was maintained by Morgan Stanley with "Overweight" on Thursday, August 10. RBC Capital Markets has "Buy" rating and $117.0 target. RBC Capital Markets maintained Sempra Energy (NYSE:SRE) on Monday, January 25 with "Outperform" rating. The firm earned "Buy" rating on Wednesday, August 23 by Drexel Hamilton. The firm has "Hold" rating by BMO Capital Markets given on Friday, August 4.

Investors sentiment increased to 1.19 in 2017 Q3. Its up 0.18, from 1.01 in 2017Q2. 62 funds opened positions while 172 raised stakes. The institutional investor held 2,895 shares of the natural gas distribution company at the end of 2017Q3, valued at $330.44 million, up from 2,885 at the end of the previous reported quarter. Cibc National Bank Usa holds 0.31% or 44,171 shares in its portfolio. The insider now holds 16,502 shares of Sempra Energy (SRE). Oregon-based Northwest Invest Counselors Ltd Liability has invested 0.1% in Sempra Energy (NYSE:SRE). Moreover, Mutual Of America Capital Mgmt Ltd Com has 0.13% invested in Sempra Energy (NYSE:SRE) for 69,851 shares. The B & T Capital Management Dba Alpha Capital Management holds 4,164 shares with $208,000 value, down from 45,704 last quarter. Nelson Roberts Inv Advisors Ltd Liability Corp has 1,304 shares for 0.02% of their portfolio. Swiss Bancorp has invested 0.11% in Sempra Energy (NYSE:SRE). 814.86 million shares or 0.93% less from 822.50 million shares in 2017Q2 were reported. Amf Pensionsforsakring reported 95,524 shares. Envestnet Asset Mgmt has invested 0% in Sempra Energy (NYSE:SRE). They expect $1.39 EPS, down 8.55% or $0.13 from last year's $1.52 per share. SRE's profit will be $349.28 million for 19.22 P/E if the $1.39 EPS becomes a reality. After $1.04 actual EPS reported by Sempra Energy for the previous quarter, Wall Street now forecasts 33.65% EPS growth.


Adams Express Company, which manages about $1.84B US Long portfolio, upped its stake in Industrial Select Sector Spdr Fund (XLI) by 20,100 shares to 143,900 shares, valued at $10.22 million in 2017Q3, according to the filing. It dropped, as 30 investors sold BID shares while 77 reduced holdings.

Among 6 analysts covering OraSure Technologies (NASDAQ:OSUR), 4 have Buy rating, 0 Sell and 2 Hold. Therefore 100% are positive. AT&T Inc. had 68 analyst reports since July 27, 2015 according to SRatingsIntel. The company was maintained on Wednesday, November 1 by JP Morgan. Raymond James downgraded the shares of OSUR in report on Monday, June 13 to "Market Perform" rating. Five analysts have rated the stock with a hold rating and six have assigned a buy rating to the company's stock. The stock of AT&T Inc. (NASDAQ:OSUR) earned "Buy" rating by Canaccord Genuity on Thursday, August 3. Jefferies maintained AT&T Inc. The firm earned "Underperform" rating on Thursday, April 21 by Jefferies.

Investors sentiment decreased to 1.01 in 2017 Q3. Its up 0.02, from 0.68 in 2017Q2. It dived, as 18 investors sold OSUR shares while 69 reduced holdings. 27 funds opened positions while 48 raised stakes. Meiji Yasuda Life Insur Comm stated it has 2,700 shares or 0.05% of all its holdings. (NASDAQ:AAPL). Callahan Advsr Limited Liability Com holds 118,621 shares. Barclays Public has invested 0% of its portfolio in OraSure Technologies, Inc. Gemmer Asset owns 227 shares or 0% of their U.S. portfolio. Hbk Invs L P holds 0% of its portfolio in M/I Homes, Inc. (NASDAQ:AAPL) for 2,085 shares. Jacobs Levy Equity Management reported 6,850 shares or 0.02% of all its holdings. Northwestern Mutual Wealth Mngmt reported 4,374 shares stake. (NASDAQ:OSUR). Argyle Inc reported 18,025 shares stake. Aspiriant Ltd invested in 2,338 shares or 0.02% of the stock. (NASDAQ:AAPL) for 5,700 shares. 3,880 are owned by Magnetar Fincl Ltd. Ing Groep Nv owns 4,580 shares or 0% of their USA portfolio.

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