- Price is above Fair Value, showing premium demand versus the model.
- Volume is elevated versus the 13-week average, confirming attention.
- Next-week expectancy is positive at 63.65% based on similar historical setup states.
SRE
NYSE
Week ended 07 Aug 2026
Weekly Investor Report
Sempra Energy · Utilities · Utilities - Diversified
Latest close
83.88 USD
-5.3%
latest week
Weekly setup
Weak trend
The weekly trend is not active. Price is -8.2% below the Trend Line and sits at 31.6% of its 52-week range. The latest completed week returned -5.3%, after a -11.0% four-week move. The latest factor snapshot indicates quality ranks weakly versus its universe; growth ranks weakly; valuation is expensive relative to peers. Options positioning is bearish with 40/100 conviction, while the latest news-sentiment score is 52/100.
Setup score
41
out of 100
Latest Close
83.88 USD
7 Aug 2026
1W Return
-5.3%
latest completed week
4W Return
-11.0%
short-term follow-through
12W Return
-6.2%
quarterly tape
Trend Breadth
90.4%
47 of 52 weeks active
Volume Ratio
1.5x
vs 13-week average
- The trend backdrop is inactive, so price action has not confirmed a constructive regime.
- Price is below the Trend Line, which keeps downside pressure in focus.
- Activity pressure is negative, which weakens the current setup.
- 3 reversal markers appear in the recent smart-money tape.
- Trend Line remains the key weekly regime level.
- Activity pressure is the gauge to monitor for confirmation or fade.
- A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through
-5.3%
Latest completed week; four-week move -11.0%.
Indicator stack
50/25
Trend and activity pressure are weighted against the latest 12-week confirmation window.
Trend backdrop
Active
The trend backdrop defines the current weekly regime.
Patient Capital
Quiet
Activity-pressure buy-signal status for institutional accumulation timing.
Next-Week Expectancy
Positive 63.65%
Historical one-week expectancy contributes to the evidence score when direction is confirmed.
Options pressure
Bearish
40/100 conviction; expected move 3.3%.
News sentiment
52/100
42 relevant articles in the latest sentiment read.
Event risk
06 Aug
Latest stored earnings date was 06 Aug 2026.
01 · Price action
Study the full chart
Where price is—and whether the trend supports it
The weekly trend is not active. Price is -8.2% below the Trend Line and sits at 31.6% of its 52-week range. The latest completed week returned -5.3%, after a -11.0% four-week move.
52-week price path
Price vs Trend Line and Fair Value
Price
Trend Line
Fair Value
02 · Volume and demand
Is real participation confirming the move?
Latest weekly volume is 1.5x the 13-week average. Participation is unusually strong and confirms that the move is attracting attention.
26-week volume confirmation
Bar height shows volume; colour shows the weekly price direction
13 Feb
20 Feb
27 Feb
6 Mar
13 Mar
20 Mar
27 Mar
3 Apr
10 Apr
17 Apr
24 Apr
1 May
8 May
15 May
22 May
29 May
5 Jun
12 Jun
19 Jun
26 Jun
3 Jul
10 Jul
17 Jul
24 Jul
31 Jul
7 Aug
Up week
Down week
Demand beneath price
Activity pressure and institutional-style signals
These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.
Activity pressure path
Latest 0.4612-week average 0.50
12-week confirmation
Trend active7/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure0/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership0/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.46Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers33 reversal markers
No recent accumulation markers. 3 reversal markers.
03 · Momentum and leadership
Is performance persistent—and is the stock leading?
Performance is -11.0% over four weeks, -6.2% over 12 weeks, and 6.0% over one year. The current trend has remained active for 0 consecutive weeks.
Performance by holding period
Active trend streak0 weeks
Active weeks in one year47
Trend breadth90.4%
Activity pressure vs relative leadership
Activity pressureRelative leadership
Pressure-0.77Latest activity-pressure read.
Pressure change-144.9%Four-week change in activity pressure.
Leadership-16.27Latest relative-leadership reading.
RS change-305.9%Four-week change in relative leadership.
04 · Fundamentals and valuation
Open full factor analysis
What investors are paying for—and the quality behind it
The latest factor snapshot indicates quality ranks weakly versus its universe; growth ranks weakly; valuation is expensive relative to peers.
Factor week 09 Aug 2026
Financial statements through 30 Jun 2026
Field coverage 88%
Model confidence 88%
Relative factor standing
Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.
Overall factor strength15/100Blend of value, momentum, and quality. Underlying universe rank 86; rank 1 is best.
Value21/100Relative valuation strength. Underlying universe rank 80; rank 1 is best.
Quality19/100Profitability and accounting quality. Underlying universe rank 82; rank 1 is best.
Momentum67/100Medium-term price momentum. Underlying universe rank 34; rank 1 is best.
Growth16/100Revenue and earnings growth. Underlying universe rank 85; rank 1 is best.
Quality and valuation are separate questions
A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.
Value-quality framework11/100Value and quality alignment from the Sharemaestro SVQF framework.
Valuation
How much investors are paying for earnings, sales, and cash flow.
- P/E
- 24.0x Price divided by trailing earnings.
- Price / sales
- 4.0x Market value relative to trailing revenue.
- EV / EBITDA
- 18.1x Enterprise value relative to operating cash earnings.
- Free-cash-flow yield
- -5.1% Free cash flow as a share of enterprise value.
Business quality
Margins and the return generated on invested capital.
- Gross margin
- 49.8% Gross profit retained from each unit of revenue.
- Operating margin
- 25.5% Operating profit retained from revenue.
- Free-cash-flow margin
- -38.7% Free cash flow generated from revenue.
- Return on invested capital
- 3.7% Operating return generated on invested capital.
Growth and financial strength
Recent business growth and accounting strength.
- Revenue growth
- - Latest one-year revenue growth.
- EPS growth
- - Latest one-year earnings-per-share growth.
- Free-cash-flow growth
- - Latest one-year free-cash-flow growth.
- Piotroski F-score
- 6/9 Nine-point accounting-strength checklist.
Shareholder return and balance sheet
Cash returned to owners and financial leverage.
- Dividend yield
- 3.1% Cash dividends relative to market value.
- Buyback yield
- 1.6% Net share repurchases relative to market value.
- Shareholder yield
- 4.7% Dividend yield plus net buyback yield.
- Net debt / EBITDA
- 6.5x Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment
What other market participants are doing
Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.
Options positioningBearish
SRE shows bearish options pressure with a 40/100 conviction score, put-call volume ratio of 1.88, expected move of 3.3%, and Sharemaestro trend signal inactive.
Conviction40/100
Expected move3.3%
Put/call volume1.88
Insider activity14 / 6
14 acquisitions and 6 disposals in the latest 180-day insider tape.
Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.News sentiment52/100
Weighted news tone is neutral across 42 relevant articles.
13 positive · 21 neutral · 8 negativePatient CapitalQuiet
Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal
06 · Catalysts and risk
What can move the shares—and how volatile the path has been
Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.
Next earnings06 AugLatest stored earnings date was 06 Aug 2026.
Options expected move3.3%Nearest-chain priced movement where available.
52-week drawdown-16.1%Distance below the 52-week high.
13-week volatility2.9%Standard deviation of weekly returns.
Weekly gains and losses
Latest 26 completed weeksEach bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.
13 Feb
13 Mar
10 Apr
8 May
5 Jun
3 Jul
7 Aug
Weeks higher12 of 2614 weeks finished lower.
Best week+8.5%Week of 13 Feb.
Worst week-5.3%Week of 7 Aug.
Latest week-5.3%Week of 7 Aug.
Shape of recent returns
Strong gains3
Modest gains9
Flat weeks0
Modest losses11
Sharp losses3
Recent vol2.9%13-week weekly-return volatility.
Base vol3.1%52-week weekly-return volatility.
Up/down split26/26Count of positive and negative weeks in the 52-week window.
Average skew2.7% / -2.3%Average positive week versus average negative week.
07 · Sector and peer context
Is this stock leading—or simply moving with its group?
Sector and industry breadth distinguish company-specific strength from a broad group move.
SectorUS Utilities
4-week rank93 / 100
Group average-2.4%
Trend breadth40.0%
Trend40.0%active weekly trend signals
MD32.0%positive activity pressure
RS6.0%positive relative leadership
Four-week leaders
IndustryUS Utilities - Diversified
4-week rank6 / 6
Group average-1.9%
Trend breadth33.3%
Trend33.3%active weekly trend signals
MD33.3%positive activity pressure
RS16.7%positive relative leadership
Four-week leaders
08 · Evidence and weekly data
The underlying research record
Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.
Weekly tape43/100
Trend, activity pressure, participation, and risk combine to a 43/100 tape read.
Indicator analysis26/100Latest 12-week confirmation: trend 7/12, activity pressure 0/12, relative leadership 0/12.
Activity pressure 0.46; 3 reversal markers Next-Week ExpectancyPositive 63.65%Next-week expectancy is positive with a 63.65% historical one-week setup read.
Adds short-term historical context without overriding trend, activity, or relative leadership. Factors28/100O'Shaughnessy factor stack blends value, quality, momentum, and confidence.
Buyback Yield rank 25 SVQF11/100Value and quality alignment from the Sharemaestro SVQF framework.
Composite rank 906.5 of 1018 Patient CapitalQuietActivity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal Options54/100SRE shows bearish options pressure with a 40/100 conviction score, put-call volume ratio of 1.88, expected move of 3.3%, and Sharemaestro trend signal inactive.
Bearish · Put-side pressure · Expected move 3.3% Sentiment52/100Weighted news tone is neutral across 42 relevant articles.
Sempra (SRE) Earnings Keep Growth Hopes Alive As Valuation Debate Builds Insiders14 / 614 acquisitions and 6 disposals in the latest 180-day insider tape.
Earnings06 AugLatest stored earnings date was 06 Aug 2026.
| Week | Close | Return | Trend Line | Fair Value | Pressure | Leadership | Volume | Trend |
|---|---|---|---|---|---|---|---|---|
| 7 Aug 2026 | 83.88 USD | -5.3% | 91.39 USD | 77.69 USD | -0.77 | -16.27 | 27.1M | Off |
| 31 Jul 2026 | 88.55 USD | -4.8% | 91.51 USD | 77.58 USD | -0.69 | -8.74 | 14.2M | On |
| 24 Jul 2026 | 92.98 USD | 0.8% | 91.49 USD | 77.42 USD | -0.52 | -3.25 | 13.1M | On |
| 17 Jul 2026 | 92.25 USD | -2.1% | 91.29 USD | 77.26 USD | -0.41 | -4.55 | 12.9M | On |
| 10 Jul 2026 | 94.20 USD | 1.2% | 91.07 USD | 77.11 USD | -0.31 | -4.01 | 14.8M | On |
| 3 Jul 2026 | 93.06 USD | -1.3% | 90.82 USD | 76.93 USD | -0.32 | -3.77 | 18.0M | On |
| 26 Jun 2026 | 94.27 USD | 4.7% | 90.67 USD | 76.75 USD | -0.46 | -0.30 | 21.6M | On |
| 19 Jun 2026 | 90.06 USD | -1.3% | 90.61 USD | 76.57 USD | -0.76 | -6.89 | 25.2M | Off |
| 12 Jun 2026 | 91.29 USD | 1.0% | 90.61 USD | 76.41 USD | -0.93 | -4.74 | 17.8M | Off |
| 5 Jun 2026 | 90.43 USD | 2.6% | 90.56 USD | 76.25 USD | -0.87 | -5.07 | 16.9M | Off |
| 29 May 2026 | 88.16 USD | -4.0% | 90.59 USD | 76.09 USD | -0.71 | -9.79 | 17.5M | Off |
| 22 May 2026 | 91.79 USD | 2.6% | 90.64 USD | 75.95 USD | -0.39 | -4.89 | 13.0M | On |
| 15 May 2026 | 89.45 USD | -1.2% | 90.60 USD | 75.77 USD | -0.12 | -6.61 | 21.7M | On |
| 8 May 2026 | 90.54 USD | -3.3% | 90.58 USD | 75.62 USD | 0.04 | -5.35 | 17.5M | On |
How to use this report
This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.