Aaron Wealth Advisors LLC Makes New Investment in Sempra Energy $SRE

Aaron Wealth Advisors LLC purchased a new position in shares of Sempra Energy (NYSE:SRE) in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 6,202 shares of the utilities provider’s stock, valued at approximately $603,000.

A number of other hedge funds have also made changes to their positions in SRE. Bell Investment Advisors Inc raised its stake in shares of Sempra Energy by 79.5% in the 1st quarter. Bell Investment Advisors Inc now owns 262 shares of the utilities provider’s stock valued at $25,000 after acquiring an additional 116 shares in the last quarter. Ares Financial Consulting LLC bought a new stake in Sempra Energy during the fourth quarter worth approximately $26,000. Clal Insurance Enterprises Holdings Ltd grew its holdings in Sempra Energy by 57.7% during the fourth quarter. Clal Insurance Enterprises Holdings Ltd now owns 347 shares of the utilities provider’s stock valued at $31,000 after purchasing an additional 127 shares during the last quarter. Key Financial Inc grew its holdings in Sempra Energy by 73.6% during the fourth quarter. Key Financial Inc now owns 361 shares of the utilities provider’s stock valued at $32,000 after purchasing an additional 153 shares during the last quarter. Finally, Annis Gardner Whiting Capital Advisors LLC grew its holdings in Sempra Energy by 83.0% during the fourth quarter. Annis Gardner Whiting Capital Advisors LLC now owns 355 shares of the utilities provider’s stock valued at $32,000 after purchasing an additional 161 shares during the last quarter. Institutional investors and hedge funds own 89.65% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on the stock. Wall Street Zen upgraded shares of Sempra Energy from a “sell” rating to a “hold” rating in a research note on Saturday, June 13th. Argus upgraded shares of Sempra Energy from a “hold” rating to a “buy” rating in a research note on Wednesday, March 4th. Barclays reiterated an “overweight” rating and issued a $105.00 target price (up from $95.00) on shares of Sempra Energy in a report on Wednesday, April 15th. JPMorgan Chase & Co. boosted their target price 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. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Sempra Energy in a report on Monday, April 20th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, Sempra Energy has a consensus rating of “Moderate Buy” and an average price target of $102.75.

Insider Transactions at Sempra Energy

In other 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 transaction of $232,778.00. Following the sale, the director directly owned 15,423 shares in the company, valued at approximately $1,380,821.19. The trade was a 14.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Caroline Ann Winn sold 8,000 shares of the company’s stock in a transaction on Wednesday, June 17th. The shares were sold at an average price of $90.55, for a total value of $724,400.00. Following the completion of the transaction, the executive vice president owned 25,164 shares of the company’s stock, valued at $2,278,600.20. The trade was a 24.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 15,028 shares of company stock valued at $1,370,273. Company insiders own 0.31% of the company’s stock.

Sempra Energy Stock Up 0.8%

NYSE SRE opened at $94.22 on Friday. The company has a debt-to-equity ratio of 0.78, a quick ratio of 1.66 and a current ratio of 1.69. The firm has a 50-day simple moving average of $91.92 and a 200 day simple moving average of $91.75. Sempra Energy has a twelve month low of $73.18 and a twelve month high of $101.04. The stock has a market cap of $61.59 billion, a PE ratio of 31.94, a PEG ratio of 2.27 and a beta of 0.56.

Sempra Energy (NYSE:SRE) last issued its quarterly earnings results on Thursday, May 7th. The utilities provider reported $1.51 earnings per share (EPS) for the quarter, meeting the consensus estimate of $1.51. Sempra Energy had a return on equity of 8.20% and a net margin of 14.31%.The firm had revenue of $3.65 billion for the quarter, compared to analyst estimates of $4.10 billion. During the same period in the previous year, the company posted $1.44 earnings per share. The company’s quarterly 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. On average, research analysts forecast that Sempra Energy will post 5.11 EPS for the current year.

Sempra Energy Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Thursday, June 25th will be issued a dividend of $0.6575 per share. This represents a $2.63 annualized dividend and a dividend yield of 2.8%. The ex-dividend date of this dividend is Thursday, June 25th. Sempra Energy’s dividend payout ratio (DPR) is presently 89.15%.

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.