Aventail Capital Group LP Has $9.44 Million Position in Sempra Energy $SRE

Aventail Capital Group LP reduced its holdings in shares of Sempra Energy (NYSE:SRE) by 72.9% during the 4th quarter, Holdings Channel.com reports. The fund owned 106,909 shares of the utilities provider’s stock after selling 287,589 shares during the period. Aventail Capital Group LP’s holdings in Sempra Energy were worth $9,439,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. Peak Financial Advisors LLC boosted its position in Sempra Energy by 190.1% in the fourth quarter. Peak Financial Advisors LLC now owns 26,552 shares of the utilities provider’s stock valued at $2,344,000 after buying an additional 17,400 shares in the last quarter. Lansforsakringar Fondforvaltning AB publ boosted its position in Sempra Energy by 5.7% in the third quarter. Lansforsakringar Fondforvaltning AB publ now owns 203,402 shares of the utilities provider’s stock valued at $18,302,000 after buying an additional 11,020 shares in the last quarter. ANTIPODES PARTNERS Ltd acquired a new position in Sempra Energy in the third quarter valued at about $150,993,000. Duff & Phelps Investment Management Co. boosted its position in Sempra Energy by 5.2% in the third quarter. Duff & Phelps Investment Management Co. now owns 2,143,205 shares of the utilities provider’s stock valued at $192,846,000 after buying an additional 106,380 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. boosted its position in Sempra Energy by 4.9% in the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,590,698 shares of the utilities provider’s stock valued at $142,702,000 after buying an additional 74,749 shares in the last quarter. 89.65% of the stock is currently owned by institutional investors and hedge funds.

Sempra Energy Price Performance

Shares of SRE stock opened at $90.36 on Thursday. Sempra Energy has a 1 year low of $73.18 and a 1 year high of $101.04. The firm’s 50 day moving average is $92.68 and its 200-day moving average is $91.71. The firm has a market capitalization of $59.07 billion, a price-to-earnings ratio of 30.63, a PEG ratio of 2.21 and a beta of 0.56. The company has a current ratio of 1.69, a quick ratio of 1.66 and a debt-to-equity ratio of 0.78.

Sempra Energy (NYSE:SRE) last announced its earnings results 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 net margin of 14.31% and a return on equity of 8.20%. The company had revenue of $3.66 billion for the quarter, compared to analyst estimates of $4.10 billion. During the same period in the prior year, the business earned $1.44 earnings per share. Sempra Energy’s quarterly revenue was down 3.9% 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 4.870-5.370 EPS. Sell-side analysts forecast that Sempra Energy will post 5.11 EPS for the current fiscal year.

Sempra Energy Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Thursday, June 25th will be paid a dividend of $0.6575 per share. This represents a $2.63 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date of this dividend is Thursday, June 25th. Sempra Energy’s payout ratio is 89.15%.

Analyst Ratings Changes

SRE has been the topic of a number of recent analyst reports. Barclays restated an “overweight” rating and issued a $105.00 price target (up from $95.00) on shares of Sempra Energy in a research report on Wednesday, April 15th. Wells Fargo & Company restated an “overweight” rating and issued a $118.00 price target on shares of Sempra Energy in a research report on Tuesday, April 21st. Wall Street Zen upgraded shares of Sempra Energy from a “sell” rating to a “hold” rating in a research report on Saturday, June 13th. Morgan Stanley set a $104.00 target price on shares of Sempra Energy and gave the stock an “overweight” rating in a research report on Tuesday, April 21st. Finally, BMO Capital Markets reduced their target price on shares of Sempra Energy from $105.00 to $103.00 and set an “outperform” rating on the stock in a research report on Monday, May 11th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $102.67.

Insider Buying and Selling at Sempra Energy

In related news, Director Pablo Ferrero sold 2,600 shares of the business’s stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $89.53, for a total transaction of $232,778.00. Following the completion of the sale, the director directly owned 15,423 shares of the company’s stock, valued at $1,380,821.19. The trade was a 14.43% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, EVP Justin Christopher Bird sold 1,128 shares of the business’s stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $96.69, for a total transaction of $109,066.32. Following the sale, the executive vice president directly owned 21,632 shares of the company’s stock, valued at approximately $2,091,598.08. This trade represents a 4.96% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 15,028 shares of company stock valued at $1,370,273. 0.31% of the stock is currently owned by corporate insiders.

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.