SEMPRA
Sempra is a holding company focused on regulated electric and natural gas utilities in California and Texas, and energy infrastructure in the U.S., Mexico and other global markets. Its reportable segments are Sempra California, Sempra Texas Utilities and Sempra Infrastructure. Sempra California includes SDG&E, which provides electric and natural gas services in Southern California, and SoCalGas, which distributes, transmits and stores natural gas across Southern and portions of central California. Sempra Texas Utilities comprises investments in Oncor, an electric transmission and distribution utility, and Sharyland Utilities, an electric transmission utility. Sempra Infrastructure develops, constructs, operates and invests in energy infrastructure through LNG, Energy Networks and Low Carbon Solutions business lines. Its assets include natural gas liquefaction, export, regasification and import facilities, natural gas pipelines and storage, and renewable energy, LPG and refined products infrastructure. Sempra makes money through utility services and energy infrastructure activities, including fees under service agreements and tariffs for transmission and distribution services. Sempra is headquartered in San Diego, California.
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No SEC Form 4 filings for $SRE in the last 30 days.
See all $SRE insider activity →86% of 14 S&P 500 utilities beat EPS estimates, 93% showed Y/Y earnings growth. Revenue performance varied, with 64% topping expectations. Southern Company, Duke Energy, Entergy, Evergy, Sempra, Public Service Enterprise Group, Eversource Energy, and PPL reported Q3 results.
Sempra expects Oncor's 5-year capital plan to increase by 20% to $57B, driven by strong customer and load growth in Texas. Oncor's record peak demand reached 33.3 GW. Sempra faces financial risks in California due to wildfire liabilities and regulatory issues, with a potential $188M revenue impact in 2027.
Sempra (SRE) reported Q3 2026 earnings of $1.34 per share (GAAP) and $1.40 per share (adjusted), up 26% YoY. The company raised its 2026 adjusted EPS guidance and affirmed 2027 guidance. Sempra highlighted strong growth in Texas, including a 20% increase in Oncor's capital plan and robust customer demand. The company also announced progress on the sale of a 45% stake in SI Partners and plans to pay down debt and strengthen its balance sheet.
Over the past 7 days, AlphAI's AI scored 13 news stories mentioning SRE (SEMPRA). Coverage has skewed bullish: 7 bullish, 5 neutral, and 1 bearish.
Recent SRE coverage spans financial news and earnings.
EPS beat may offset revenue miss, modestly supportive.
Higher Oncor capex implies greater regulated investment and potential earnings support for Sempra’s Texas utility exposure, but also raises rate-base and execution risk.
Earnings beat and upbeat guidance likely support a short‑term price rally.
Buy rating and above‑consensus price target suggest upside potential.
Sempra’s commitment underpins the pipeline’s financing and future gas supply contracts.
AlphAI scores every news story that mentions SRE with an AI model for sentiment and relevance, and aggregates insider trades from SEMPRA's SEC EDGAR Form 4 filings. Figures refresh continuously.
86% of 14 S&P 500 utilities beat EPS estimates, 93% showed Y/Y earnings growth. Revenue performance varied, with 64% topping expectations. Southern Company, Duke Energy, Entergy, Evergy, Sempra, Public Service Enterprise Group, Eversource Energy, and PPL reported Q3 results.
Sempra expects Oncor's 5-year capital plan to increase by 20% to $57B, driven by strong customer and load growth in Texas. Oncor's record peak demand reached 33.3 GW. Sempra faces financial risks in California due to wildfire liabilities and regulatory issues, with a potential $188M revenue impact in 2027.
Sempra (SRE) reported Q3 2026 earnings of $1.34 per share (GAAP) and $1.40 per share (adjusted), up 26% YoY. The company raised its 2026 adjusted EPS guidance and affirmed 2027 guidance. Sempra highlighted strong growth in Texas, including a 20% increase in Oncor's capital plan and robust customer demand. The company also announced progress on the sale of a 45% stake in SI Partners and plans to pay down debt and strengthen its balance sheet.
HSBC initiated Sempra Energy (SRE) with a buy rating and $97.50 price target, citing 12% rate base and 10% EPS CAGR from 2026-2030, above peer averages. HSBC forecasts 4% dividend growth through 2030. Oncor's interconnection queue grew to 298 GW, with 44 GW under evaluation. SRE trades above its $82.24 Fair Value, per InvestingPro.
Enbridge (ENB) and ARM Energy are expanding pipelines to address a natural gas bottleneck at the Gillis hub in Louisiana. TETCO, an ENB subsidiary, launched an open season for a 2 Bcf/d expansion to move gas from Katy to Gillis. ARM's Mustang Express, backed by Sempra Energy (SRE), is a key part of the project. East Daley Analytics highlights the need for infrastructure to support LNG export growth, forecasting a 28 Bcf/d increase in feedgas demand by 2035.
Sempra (NYSE: SRE) will release its Q3 2026 earnings on November 5, with a conference call and slide presentation at 12 p.m. ET. Materials will be available before market open. The company is a leading utility provider in California and Texas, focused on energy resilience and responsible business practices.
Goldman Sachs reduced its price target for Sempra from $110 to $103. The stock is currently trading at $81.99, with a 5-day change of -0.46% and a year-to-date change of +2.89%. BofA also adjusted its target to $88 from $101.
Goldman Sachs adjusted utility sector estimates, lowering its baseline multiple by 0.5x due to higher interest rates. It expects 20% total return to updated price targets. The firm anticipates Q3 updates from Xcel Energy, American Electric Power, Ameren, and WEC Energy Group, with potential EPS growth outlook raises. Sempra Energy is seen outperforming consensus, while Eversource Energy may underperform.
Sempra (SRE) director James C. Yardley acquired 160 phantom shares on October 1, 2026, according to an SEC Form 4 filing. The shares were valued at $78.05 each, and Yardley indirectly owns 43,448.6 shares following the transaction.
A director of Sempra (SRE) acquired 160.15 phantom shares on October 1, 2026, according to an SEC Form 4 filing. The shares are convertible into common stock at $78.05 per share, with the director beneficially owning 1,097.6 shares post-transaction.
