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

Hohimer Wealth Management LLC boosted its stake in Sempra Energy (NYSE:SRE) by 2,429.1% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 57,461 shares of the utilities provider’s stock after buying 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.

Other large investors have also recently bought and sold shares of the company. BlackRock Inc. bought a new position in Sempra Energy in the 2nd quarter valued at $5,588,577,000. Bank of America Corp DE grew its holdings in shares of Sempra Energy by 16.1% during the first quarter. Bank of America Corp DE now owns 10,385,174 shares of the utilities provider’s stock worth $1,009,127,000 after purchasing an additional 1,441,981 shares during the last quarter. Deutsche Bank AG bought a new stake in shares of Sempra Energy during the second quarter worth $896,599,000. Legal & General Group Plc bought a new stake in shares of Sempra Energy during the second quarter worth $538,775,000. Finally, Bank of New York Mellon Corp acquired a new stake in shares of Sempra Energy in the second quarter valued at $465,202,000. 89.65% of the stock is currently owned by institutional investors.

Key Sempra Energy News

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

Sempra Energy Stock Down 0.0%

NYSE:SRE opened at $78.16 on Monday. The firm has a market capitalization of $51.13 billion, a price-to-earnings ratio of 16.74, a price-to-earnings-growth ratio of 2.15 and a beta of 0.55. Sempra Energy has a twelve month low of $76.21 and a twelve month high of $101.04. The stock’s 50 day moving average price is $82.04 and its two-hundred day moving average price is $89.23. The company has a quick ratio of 1.59, a current ratio of 1.61 and a debt-to-equity ratio of 0.77.

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

Sempra Energy Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, October 15th. Shareholders of record on Thursday, September 24th were given a $0.6575 dividend. This represents a $2.63 dividend on an annualized basis and a yield of 3.4%. The ex-dividend date was Thursday, September 24th. Sempra Energy’s payout ratio is currently 76.23%.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on SRE. Wall Street Zen upgraded shares of Sempra Energy from a “sell” rating to a “hold” rating in a research report on Saturday, July 25th. Weiss Ratings cut shares of Sempra Energy from a “hold (c+)” rating to a “hold (c)” rating in a research note on Friday, October 30th. Barclays reissued an “overweight” rating and issued a $90.00 price target (down from $103.00) on shares of Sempra Energy in a report on Monday, October 12th. Morgan Stanley dropped their price objective on shares of Sempra Energy from $104.00 to $100.00 and set an “overweight” rating for the company in a research report on Friday, September 18th. Finally, BMO Capital Markets set a $102.00 price objective on shares of Sempra Energy and gave the stock an “outperform” rating in a research report on Wednesday, July 22nd. Fourteen investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $99.47.

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.