Miller Howard Investments Inc. NY Makes New Investment in Sempra Energy $SRE

Posted by Geri Gentry on Oct 27th, 2026

Miller Howard Investments Inc. NY acquired a new stake in shares of Sempra Energy (NYSE:SRE – Free Report) during the third quarter, HoldingsChannel.com reports. The institutional investor acquired 135,019 shares of the utilities provider’s stock, valued at approximately $10,526,000.

Several other hedge funds also recently added to or reduced their stakes in the business. Banque Pictet & Cie SA acquired a new stake in Sempra Energy in the 3rd quarter worth approximately $647,000. V Square Quantitative Management LLC grew its holdings in Sempra Energy by 5.7% in the third quarter. V Square Quantitative Management LLC now owns 29,131 shares of the utilities provider’s stock valued at $2,271,000 after purchasing an additional 1,575 shares during the period. Perpetual Ltd increased its stake in shares of Sempra Energy by 3.8% during the third quarter. Perpetual Ltd now owns 2,941,084 shares of the utilities provider’s stock worth $229,287,000 after purchasing an additional 106,383 shares in the last quarter. Grove Bank & Trust raised its stake in Sempra Energy by 1.9% in the 3rd quarter. Grove Bank & Trust now owns 8,375 shares of the utilities provider’s stock valued at $653,000 after purchasing an additional 159 shares during the last quarter. Finally, Moody National Bank Trust Division purchased a new position in shares of Sempra Energy in the third quarter worth about $1,509,000. 89.65% of the stock is owned by institutional investors and hedge funds.

Sempra Energy Stock Up 0.2%

Shares of NYSE SRE opened at $84.26 on Tuesday. The stock has a market cap of $55.10 billion, a P/E ratio of 24.42, a PEG ratio of 2.32 and a beta of 0.55. The business’s fifty day simple moving average is $82.36 and its 200-day simple moving average is $89.50. Sempra Energy has a 12-month low of $76.21 and a 12-month high of $101.04. The company has a current ratio of 1.64, a quick ratio of 1.62 and a debt-to-equity ratio of 0.78.

Sempra Energy (NYSE:SRE – Get Free Report) last released its earnings results on Thursday, August 6th. The utilities provider reported $1.16 EPS for the quarter, topping the consensus estimate of $1.01 by $0.15. Sempra Energy had a return on equity of 8.49% and a net margin of 16.70%. The firm had revenue of $3 billion during the quarter, compared to analysts’ expectations of $3.14 billion. During the same period in the previous year, the firm posted $0.89 EPS. Sempra Energy’s revenue for the quarter was down .1% 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 4.800-5.300 EPS. As a group, equities analysts predict that Sempra Energy will post 5.13 EPS for the current fiscal year.

Sempra Energy Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, October 15th. Shareholders of record on Thursday, September 24th were given a $0.6575 dividend. The ex-dividend date of this dividend was Thursday, September 24th. This represents a $2.63 dividend on an annualized basis and a dividend yield of 3.1%. Sempra Energy’s dividend payout ratio is currently 76.23%.

Analyst Upgrades and Downgrades

SRE has been the subject of several analyst reports. JPMorgan Chase & Co. dropped their target price on Sempra Energy from $102.00 to $99.00 and set an “overweight” rating for the company in a report on Monday, October 12th. Scotiabank started coverage on Sempra Energy in a research report on Tuesday, September 29th. They issued a “sector perform” rating and a $83.00 target price on the stock. TD Cowen assumed coverage on Sempra Energy in a research note on Wednesday, July 8th. They issued a “buy” rating on the stock. LADENBURG THALM/SH SH lowered their price target on Sempra Energy from $98.00 to $89.50 and set a “buy” rating for the company in a report on Tuesday, September 22nd. Finally, Truist Financial set a $94.00 price target on Sempra Energy and gave the stock a “buy” rating in a report on Wednesday, October 14th. Fourteen equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat.com, Sempra Energy has an average rating of “Moderate Buy” and an average target price of $100.53.

Read Our Latest Stock Analysis on SRE

Sempra Energy Company Profile

(Free Report)

Sempra is an energy infrastructure company headquartered in San Diego, California. Through its regulated utility businesses, the company provides natural gas and electric service to customers in California, including through Southern California Gas Company and San Diego Gas & Electric Company.

Sempra also develops, owns, and operates energy infrastructure in North America. Its activities include natural gas pipelines and storage, liquefied natural gas infrastructure, renewable energy and battery storage projects, and electric transmission and distribution assets.