Shelton Wealth Management LLC acquired a new stake in shares of Sempra Energy (NYSE:SRE – Free Report) in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 7,979 shares of the utilities provider’s stock, valued at approximately $775,000.
Other institutional investors also recently bought and sold shares of the company. Creative Capital Management Investments LLC increased its position in shares of Sempra Energy by 12.1% during the 1st quarter. Creative Capital Management Investments LLC now owns 1,040 shares of the utilities provider’s stock valued at $101,000 after purchasing an additional 112 shares during the last quarter. Rosenberg Matthew Hamilton boosted its holdings in shares of Sempra Energy by 2.3% in the fourth quarter. Rosenberg Matthew Hamilton now owns 5,191 shares of the utilities provider’s stock worth $458,000 after buying an additional 116 shares during the last quarter. Bell Investment Advisors Inc grew its position in Sempra Energy by 79.5% during the first quarter. Bell Investment Advisors Inc now owns 262 shares of the utilities provider’s stock valued at $25,000 after buying an additional 116 shares during the period. Gulf International Bank UK Ltd grew its position in Sempra Energy by 0.4% during the fourth quarter. Gulf International Bank UK Ltd now owns 35,009 shares of the utilities provider’s stock valued at $3,091,000 after buying an additional 123 shares during the period. Finally, Silvia Mccoll Wealth Management LLC increased its holdings in Sempra Energy by 1.4% during the fourth quarter. Silvia Mccoll Wealth Management LLC now owns 9,045 shares of the utilities provider’s stock valued at $799,000 after buying an additional 124 shares during the last quarter. Institutional investors own 89.65% of the company’s stock.
Analyst Upgrades and Downgrades
SRE has been the topic of several recent research reports. JPMorgan Chase & Co. increased their price target on shares of Sempra Energy from $98.00 to $106.00 and gave the stock an “overweight” rating in a research report on Wednesday, March 18th. Wall Street Zen lowered Sempra Energy from a “hold” rating to a “sell” rating in a research note on Saturday. BMO Capital Markets decreased their target price on Sempra Energy from $105.00 to $103.00 and set an “outperform” rating on the stock in a report on Monday, May 11th. Wells Fargo & Company reiterated an “overweight” rating and set a $118.00 target price on shares of Sempra Energy in a research report on Tuesday, April 21st. Finally, Truist Financial set a $104.00 price target on Sempra Energy and gave the company a “buy” rating in a report on Monday, May 18th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $102.75.
Sempra Energy Price Performance
Shares of SRE traded up $1.96 during mid-day trading on Tuesday, reaching $94.91. The stock had a trading volume of 366,865 shares, compared to its average volume of 3,814,503. The firm has a market cap of $62.04 billion, a price-to-earnings ratio of 32.23, a PEG ratio of 2.24 and a beta of 0.56. Sempra Energy has a 12 month low of $73.18 and a 12 month high of $101.04. The business has a fifty day moving average of $91.82 and a 200 day moving average of $91.92. The company has a debt-to-equity ratio of 0.78, a quick ratio of 1.66 and a current ratio of 1.69.
Sempra Energy (NYSE:SRE – Get Free Report) last announced its quarterly earnings data on Thursday, May 7th. The utilities provider reported $1.51 EPS for the quarter, meeting the consensus estimate of $1.51. Sempra Energy had a net margin of 14.31% and a return on equity of 8.20%. The firm had revenue of $3.65 billion for the quarter, compared to the consensus estimate of $4.10 billion. During the same period last year, the firm earned $1.44 EPS. The company’s revenue was down 3.9% on a year-over-year basis. Sempra Energy has set its FY 2027 guidance at 5.100-5.700 EPS and its FY 2026 guidance at 4.870-5.370 EPS. Equities analysts predict that Sempra Energy will post 5.11 EPS for the current year.
Sempra Energy Dividend Announcement
The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Thursday, June 25th will be given a $0.6575 dividend. This represents a $2.63 annualized dividend and a dividend yield of 2.8%. The ex-dividend date is Thursday, June 25th. Sempra Energy’s payout ratio is presently 89.15%.
Insider Transactions at Sempra Energy
In related news, Director Pablo Ferrero sold 2,600 shares of the business’s stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $89.53, for a total value of $232,778.00. Following the transaction, the director directly owned 15,423 shares of the company’s stock, valued at approximately $1,380,821.19. The trade was a 14.43% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Diana L. Day sold 3,300 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $92.13, for a total value of $304,029.00. Following the completion of the transaction, the insider owned 22,870 shares of the company’s stock, valued at $2,107,013.10. The trade was a 12.61% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 13,900 shares of company stock valued at $1,261,207 over the last 90 days. Company insiders own 0.31% of the company’s stock.
Sempra Energy Company Profile
Sempra Energy is a San Diego–based energy infrastructure company that develops, owns and operates businesses delivering electricity and natural gas. Its operations include regulated utility services that provide electric and gas distribution to residential, commercial and industrial customers, as well as non‑regulated infrastructure businesses that develop and manage large-scale energy assets.
The company’s product and service portfolio spans electricity and natural gas delivery, transmission and storage, liquefied natural gas (LNG) facilities, power generation and electric transmission projects.
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