Aptus Capital Advisors LLC Acquires 6,562 Shares of Sempra Energy $SRE

Aptus Capital Advisors LLC increased its holdings in Sempra Energy (NYSE:SRE) by 10.1% in the 4th quarter, HoldingsChannel.com reports. The fund owned 71,639 shares of the utilities provider’s stock after buying an additional 6,562 shares during the period. Aptus Capital Advisors LLC’s holdings in Sempra Energy were worth $6,325,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently modified their holdings of the business. Empowered Funds LLC lifted its stake in Sempra Energy by 52.5% in the first quarter. Empowered Funds LLC now owns 18,008 shares of the utilities provider’s stock valued at $1,285,000 after purchasing an additional 6,196 shares during the last quarter. Woodline Partners LP lifted its stake in Sempra Energy by 40.7% in the first quarter. Woodline Partners LP now owns 53,512 shares of the utilities provider’s stock valued at $3,819,000 after purchasing an additional 15,474 shares during the last quarter. Baird Financial Group Inc. lifted its stake in Sempra Energy by 6.2% in the second quarter. Baird Financial Group Inc. now owns 14,699 shares of the utilities provider’s stock valued at $1,114,000 after purchasing an additional 858 shares during the last quarter. Cary Street Partners Financial LLC lifted its stake in Sempra Energy by 78.5% in the second quarter. Cary Street Partners Financial LLC now owns 771 shares of the utilities provider’s stock valued at $58,000 after purchasing an additional 339 shares during the last quarter. Finally, Sei Investments Co. lifted its stake in Sempra Energy by 80.0% in the second quarter. Sei Investments Co. now owns 423,280 shares of the utilities provider’s stock valued at $32,072,000 after purchasing an additional 188,131 shares during the last quarter. 89.65% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several equities analysts recently commented on SRE shares. Argus upgraded Sempra Energy from a “hold” rating to a “buy” rating in a research note on Wednesday, March 4th. JPMorgan Chase & Co. upped their price objective on Sempra Energy from $98.00 to $106.00 and gave the company an “overweight” rating in a research note on Wednesday, March 18th. UBS Group reiterated a “neutral” rating and issued a $100.00 price objective (up from $96.00) on shares of Sempra Energy in a research note on Friday, March 6th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Sempra Energy in a research note on Monday, April 20th. Finally, Wells Fargo & Company restated an “overweight” rating and set a $118.00 target price on shares of Sempra Energy in a research report on Tuesday, April 21st. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Sempra Energy has a consensus rating of “Moderate Buy” and an average price target of $102.67.

Sempra Energy Trading Down 0.4%

NYSE:SRE opened at $91.91 on Tuesday. The company has a market cap of $60.08 billion, a P/E ratio of 31.16, a P/E/G ratio of 2.22 and a beta of 0.57. The stock’s fifty day moving average price is $92.98 and its two-hundred day moving average price is $91.75. Sempra Energy has a 1 year low of $73.06 and a 1 year high of $101.04. The company has a debt-to-equity ratio of 0.78, a current ratio of 1.69 and a quick ratio of 1.66.

Sempra Energy (NYSE:SRE) last issued its quarterly earnings data on Thursday, May 7th. The utilities provider reported $1.51 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $1.51. Sempra Energy had a return on equity of 8.20% and a net margin of 14.31%.The company had revenue of $3.66 billion for the quarter, compared to the consensus estimate of $4.10 billion. During the same quarter last year, the business posted $1.44 earnings per share. The firm’s revenue was down 3.9% compared to the same quarter last year. 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. As a group, analysts expect 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. Investors of record on Thursday, June 25th will be given a $0.6575 dividend. This represents a $2.63 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date is Thursday, June 25th. Sempra Energy’s dividend payout ratio (DPR) is 89.15%.

Insider Buying and Selling

In related news, insider Diana L. Day sold 3,300 shares of the stock in a transaction 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 sale, the insider owned 22,870 shares in the company, valued at approximately $2,107,013.10. This trade represents a 12.61% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Pablo Ferrero sold 2,600 shares of the stock in a transaction 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 completion of the sale, the director owned 15,423 shares in the company, valued at $1,380,821.19. This trade represents a 14.43% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 7,028 shares of company stock worth $645,873. Corporate insiders own 0.31% of the company’s stock.

About Sempra Energy

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.