Sempra Energy $SRE Stock: Hohimer Wealth Management LLC Raises Holdings

Hohimer Wealth Management LLC grew its holdings in shares of Sempra Energy (NYSE:SRE) by 2,429.1% during the third quarter, Holdings Channel.com reports. The institutional investor owned 57,461 shares of the utilities provider’s stock after purchasing an additional 55,189 shares during the quarter. Hohimer Wealth Management LLC’s holdings in Sempra Energy were worth $4,370,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of SRE. University of Texas Texas AM Investment Management Co. bought a new stake in Sempra Energy in the 3rd quarter valued at about $114,000. Avantax Planning Partners Inc. acquired a new position in Sempra Energy during the 3rd quarter worth approximately $349,000. Brighton Jones LLC bought a new position in Sempra Energy in the third quarter worth approximately $1,471,000. Candriam S.C.A. bought a new position in Sempra Energy in the third quarter worth approximately $7,264,000. Finally, Kimelman & Baird LLC bought a new position in Sempra Energy in the third quarter worth approximately $117,000. 89.65% of the stock is currently owned by institutional investors.

Sempra Energy News Roundup

Here are the key news stories impacting Sempra Energy this week:

• Positive Sentiment: Third-quarter adjusted EPS rose to $1.40 from $1.11 a year earlier, beating the $1.22 analyst consensus. Sempra said it expects to reach the high end of its 2026 adjusted EPS guidance range. Sempra third-quarter results
• Positive Sentiment: Oncor’s third-quarter net income increased to $572 million from $380 million, supported by new base rates, customer growth and higher consumption. Sempra also announced an expected 20% increase to Oncor’s base capital plan, signaling additional investment in its regulated utility business. Oncor third-quarter results
• Neutral Sentiment: Sempra’s 2026 EPS guidance is $4.80–$5.30, and its 2027 range is $5.10–$5.70. Both range midpoints are below consensus estimates, although the company expects to reach the high end of its 2026 range and both upper bounds exceed consensus.
• Negative Sentiment: Revenue of $3.19 billion fell short of the $3.31 billion analyst estimate, despite increasing 1.3% year over year. This weaker top-line result may have tempered the positive reaction to the EPS beat. Sempra Q3 earnings and revenue

Wall Street Analyst Weigh In

A number of equities research analysts have commented on the company. Weiss Ratings cut Sempra Energy from a “hold (c+)” rating to a “hold (c)” rating in a research note on Friday, October 30th. Scotiabank assumed coverage on Sempra Energy in a research report on Tuesday, September 29th. They set a “sector perform” rating and a $83.00 target price on the stock. LADENBURG THALM/SH SH cut their target price on Sempra Energy from $98.00 to $89.50 and set a “buy” rating on the stock in a report on Tuesday, September 22nd. Truist Financial set a $94.00 price target on shares of Sempra Energy and gave the company a “buy” rating in a research report on Wednesday, October 14th. Finally, BMO Capital Markets set a $102.00 price target on shares of Sempra Energy and gave the company an “outperform” rating in a research report on Wednesday, July 22nd. Fourteen research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $99.47.

Sempra Energy Stock Performance

NYSE SRE opened at $78.16 on Monday. The company has a fifty day moving average price of $82.04 and a 200-day moving average price of $89.23. The firm has a market cap of $51.13 billion, a price-to-earnings ratio of 16.74, a PEG ratio of 2.15 and a beta of 0.55. The company has a debt-to-equity ratio of 0.77, a current ratio of 1.61 and a quick ratio of 1.59. Sempra Energy has a 1 year low of $76.21 and a 1 year high of $101.04.

Sempra Energy (NYSE:SRE) last released its quarterly earnings results on Thursday, November 5th. The utilities provider reported $1.40 earnings per share for the quarter, beating analysts’ consensus estimates of $1.22 by $0.18. Sempra Energy had a net margin of 22.53% and a return on equity of 8.84%. The company had revenue of $3.19 billion for the quarter, compared to analyst estimates of $3.31 billion. During the same period last year, the firm earned $1.11 earnings per share. The firm’s revenue was up 1.3% 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 research analysts predict that Sempra Energy will post 5.14 EPS for the current fiscal year.

Sempra Energy Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, October 15th. Shareholders of record on Thursday, September 24th were paid a $0.6575 dividend. The ex-dividend date was Thursday, September 24th. This represents a $2.63 annualized dividend and a yield of 3.4%. Sempra Energy’s dividend payout ratio (DPR) is 76.23%.

About Sempra Energy

Sempra is a North American energy infrastructure company headquartered in San Diego, California. Formed in 1998 through the merger of Pacific Enterprises and Enova Corporation, the company develops and operates regulated utilities and energy infrastructure.

In California, Sempra’s utilities include San Diego Gas & Electric and Southern California Gas Company, which provide electricity and natural gas services to homes and businesses. In Texas, its operations include an ownership interest in Oncor, an electric transmission and distribution company.

Through its energy infrastructure business, Sempra has also developed and operated natural gas pipelines, storage facilities and liquefied natural gas projects in the United States and Mexico.