United Capital Financial Advisors LLC Purchases Shares of 17,533 Sempra Energy $SRE

United Capital Financial Advisors LLC acquired a new position in shares of Sempra Energy (NYSE:SRE) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 17,533 shares of the utilities provider’s stock, valued at approximately $1,625,000.

Other large investors have also recently added to or reduced their stakes in the company. Empowered Funds LLC raised its holdings in Sempra Energy by 52.5% during the first quarter. Empowered Funds LLC now owns 18,008 shares of the utilities provider’s stock worth $1,285,000 after purchasing an additional 6,196 shares in the last quarter. Woodline Partners LP grew its position in Sempra Energy by 40.7% in the first quarter. Woodline Partners LP now owns 53,512 shares of the utilities provider’s stock worth $3,819,000 after buying an additional 15,474 shares during the last quarter. Baird Financial Group Inc. lifted its holdings in shares of Sempra Energy by 6.2% during 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 raised its holdings in shares of Sempra Energy by 78.5% during the second quarter. Cary Street Partners Financial LLC now owns 771 shares of the utilities provider’s stock valued at $58,000 after acquiring an additional 339 shares during the period. Finally, Sei Investments Co. boosted its position in Sempra Energy by 80.0% during the 2nd quarter. Sei Investments Co. now owns 423,280 shares of the utilities provider’s stock worth $32,072,000 after acquiring an additional 188,131 shares during the period. 89.65% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Sempra Energy

In other Sempra Energy news, EVP Caroline Ann Winn sold 8,000 shares of Sempra Energy stock in a transaction on Wednesday, June 17th. The shares were sold at an average price of $90.55, for a total transaction of $724,400.00. Following the completion of the sale, the executive vice president owned 25,164 shares of the company’s stock, valued at approximately $2,278,600.20. The trade was a 24.12% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.31% of the company’s stock.

Sempra Energy Trading Down 0.6%

SRE stock opened at $84.25 on Friday. The company has a market cap of $55.09 billion, a P/E ratio of 24.42, a PEG ratio of 2.03 and a beta of 0.57. Sempra Energy has a twelve month low of $78.97 and a twelve month high of $101.04. The company has a quick ratio of 1.62, a current ratio of 1.64 and a debt-to-equity ratio of 0.78. The business has a fifty day moving average of $89.67 and a 200-day moving average of $92.10.

Sempra Energy (NYSE:SRE) last posted its quarterly earnings results on Thursday, August 6th. The utilities provider reported $1.16 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.01 by $0.15. The business had revenue of $3 billion for the quarter, compared to analysts’ expectations of $3.14 billion. Sempra Energy had a return on equity of 8.49% and a net margin of 16.70%.The firm’s quarterly revenue was down .1% compared to the same quarter last year. During the same quarter last year, the business earned $0.89 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. As a group, equities research analysts expect that Sempra Energy will post 5.12 EPS for the current year.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on the company. BMO Capital Markets set a $102.00 price target on Sempra Energy and gave the company an “outperform” rating in a research note on Wednesday, July 22nd. Jefferies Financial Group set a $101.00 price target on shares of Sempra Energy in a research note on Thursday, July 16th. TD Cowen initiated coverage on shares of Sempra Energy in a report on Wednesday, July 8th. They set a “buy” rating for the company. Wall Street Zen upgraded Sempra Energy from a “sell” rating to a “hold” rating in a report on Saturday, July 25th. Finally, Morgan Stanley reduced their price objective on Sempra Energy from $108.00 to $104.00 and set an “overweight” rating for the company in a research report on Friday, August 21st. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $103.62.

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.