Sempra Energy (NYSE:SRE) Issues FY 2026 Earnings Guidance

Sempra Energy (NYSE:SRE) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 4.870-5.370 for the period, compared to the consensus EPS estimate of 5.120. The company issued revenue guidance of -. Sempra Energy also updated its FY 2027 guidance to 5.100-5.700 EPS.

Sempra Energy Stock Down 0.0%

Shares of SRE stock traded down $0.02 during trading hours on Friday, hitting $91.55. 4,296,592 shares of the company were exchanged, compared to its average volume of 3,741,978. The business’s 50-day simple moving average is $95.10 and its two-hundred day simple moving average is $92.01. Sempra Energy has a one year low of $73.06 and a one year high of $101.04. The stock has a market capitalization of $59.81 billion, a price-to-earnings ratio of 33.17, a P/E/G ratio of 3.51 and a beta of 0.60. The company has a debt-to-equity ratio of 0.75, a quick ratio of 1.57 and a current ratio of 1.59.

Sempra Energy (NYSE:SRE) last announced its quarterly earnings data on Thursday, May 7th. The utilities provider reported $1.51 earnings per share (EPS) for the quarter, meeting the consensus estimate of $1.51. Sempra Energy had a return on equity of 8.22% and a net margin of 13.27%.The firm had revenue of $3.66 billion for the quarter, compared to analysts’ expectations of $4.10 billion. During the same quarter in the prior year, the firm posted $1.44 earnings per share. Sempra Energy’s revenue for the quarter was down 3.9% compared to the same quarter last year. 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 predict that Sempra Energy will post 5.15 EPS for the current fiscal year.

Sempra Energy Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Shareholders of record on Thursday, March 19th were paid a dividend of $0.6575 per share. The ex-dividend date was Thursday, March 19th. This is an increase from Sempra Energy’s previous quarterly dividend of $0.65. This represents a $2.63 annualized dividend and a yield of 2.9%. Sempra Energy’s payout ratio is currently 95.29%.

Analyst Ratings Changes

Several analysts have issued reports on SRE shares. Wall Street Zen upgraded Sempra Energy from a “sell” rating to a “hold” rating in a research note on Saturday, May 2nd. Wells Fargo & Company restated an “overweight” rating and set a $118.00 price objective on shares of Sempra Energy in a research note on Tuesday, April 21st. Argus upgraded Sempra Energy from a “hold” rating to a “buy” rating in a research note on Wednesday, March 4th. Weiss Ratings restated a “hold (c+)” rating on shares of Sempra Energy in a research note on Monday, April 20th. Finally, Morgan Stanley set a $104.00 price target on Sempra Energy and gave the stock an “overweight” rating in a research report on Tuesday, April 21st. Two investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, Sempra Energy currently has an average rating of “Moderate Buy” and an average price target of $102.67.

Insider Buying and Selling at Sempra Energy

In other news, CAO Dyan Z. Wold sold 1,539 shares of the stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $95.38, for a total transaction of $146,789.82. Following the sale, the chief accounting officer directly owned 4,633 shares in the company, valued at approximately $441,895.54. This represents a 24.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Jennifer M. Kirk bought 1,000 shares of the stock in a transaction that occurred on Thursday, March 12th. The stock was acquired at an average price of $93.44 per share, for a total transaction of $93,440.00. Following the completion of the transaction, the director owned 1,000 shares in the company, valued at $93,440. This trade represents a ? increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last three months, insiders acquired 6,192 shares of company stock worth $576,979 and sold 7,539 shares worth $706,906. Company insiders own 0.31% of the company’s stock.

Key Sempra Energy News

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

• Positive Sentiment: Sempra’s adjusted Q1 EPS of $1.51 matched estimates and improved from $1.44 a year ago, showing earnings growth despite a mixed operating backdrop. Sempra Reports First-Quarter 2026 Results
• Positive Sentiment: Oncor, Sempra’s Texas utility, reported higher first-quarter net income, supported by rate increases, customer growth, and infrastructure investments, which helps reinforce the company’s long-term growth story. Oncor Reports First Quarter 2026 Results
• Neutral Sentiment: Management and call coverage emphasized Sempra’s “massive growth plan,” suggesting continued capital investment and expansion, but with limited immediate detail in the available summaries. Sempra Energy Earnings Call Highlights Massive Growth Plan
• Negative Sentiment: Revenue missed expectations at $3.65 billion versus about $4.10 billion expected, and the company cited weaker natural gas sales and softer California utility revenue. Sempra narrowly misses profit estimates on lower sales
• Negative Sentiment: Full-year 2026 and 2027 EPS guidance came in below consensus, which is likely weighing on the stock more than the near-term earnings beat. Conference Call and Earnings Release

Institutional Trading of Sempra Energy

Large investors have recently added to or reduced their stakes in the business. JPL Wealth Management LLC acquired a new stake in Sempra Energy in the 3rd quarter valued at approximately $41,000. Cary Street Partners Financial LLC increased its position in Sempra Energy by 78.5% in the 2nd 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. DV Equities LLC acquired a new stake in Sempra Energy in the 4th quarter valued at approximately $80,000. McMillan Office Inc. acquired a new stake in Sempra Energy in the 4th quarter valued at approximately $168,000. Finally, MUFG Securities EMEA plc acquired a new stake in Sempra Energy in the 2nd quarter valued at approximately $146,000. 89.65% of the stock is currently owned by institutional investors and hedge funds.

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.