Sempra Energy (NYSE:SRE) Updates 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 4.800-5.300 for the period, compared to the consensus estimate of 5.110. The company issued revenue guidance of -. Sempra Energy also updated its FY 2027 guidance to 5.100-5.700 EPS.

Analyst Ratings Changes

Several analysts have recently weighed in on the company. Weiss Ratings restated a “hold (c+)” rating on shares of Sempra Energy in a report on Friday, July 17th. Morgan Stanley reiterated an “overweight” rating and issued a $108.00 price objective on shares of Sempra Energy in a report on Wednesday, July 22nd. Truist Financial set a $104.00 target price on shares of Sempra Energy and gave the stock a “buy” rating in a report on Monday, May 18th. BMO Capital Markets set a $102.00 target price on shares of Sempra Energy and gave the stock an “outperform” rating in a report on Wednesday, July 22nd. Finally, 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. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $104.23.

Sempra Energy Trading Down 0.4%

Shares of NYSE SRE traded down $0.33 during midday trading on Thursday, reaching $84.33. The stock had a trading volume of 5,711,143 shares, compared to its average volume of 3,055,701. The firm has a market cap of $55.13 billion, a price-to-earnings ratio of 28.59, a price-to-earnings-growth 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 debt-to-equity ratio of 0.78, a quick ratio of 1.66 and a current ratio of 1.69. The company’s 50 day moving average price is $91.32 and its 200 day moving average price is $92.35.

Sempra Energy (NYSE:SRE) last posted its quarterly earnings data on Thursday, August 6th. The utilities provider reported $1.16 earnings per share for the quarter, topping the consensus estimate of $1.01 by $0.15. Sempra Energy had a net margin of 14.31% and a return on equity of 8.20%. The company had revenue of $3 billion during the quarter, compared to analysts’ expectations of $3.14 billion. During the same period in the prior year, the company posted $0.89 earnings per share. Sempra Energy’s revenue for the quarter was down .1% 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 4.800-5.300 EPS. As a group, sell-side analysts expect that Sempra Energy will post 5.12 EPS for the current year.

Sempra Energy Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Thursday, June 25th were paid a $0.6575 dividend. This represents a $2.63 dividend on an annualized basis and a dividend yield of 3.1%. The ex-dividend date of this dividend was Thursday, June 25th. Sempra Energy’s payout ratio is currently 89.15%.

Insider Activity at Sempra Energy

In related news, EVP Caroline Ann Winn sold 8,000 shares of the firm’s stock in a transaction that occurred on Wednesday, June 17th. The stock was 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 $2,278,600.20. This trade represents a 24.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Pablo Ferrero sold 2,600 shares of the firm’s stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $89.53, for a total value of $232,778.00. Following the sale, the director directly owned 15,423 shares of the company’s stock, valued at $1,380,821.19. This represents a 14.43% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 13,900 shares of company stock worth $1,261,207 in the last 90 days. Corporate insiders own 0.31% of the company’s stock.

Sempra Energy News Roundup

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

• Positive Sentiment: Quarterly earnings beat estimates. Sempra reported adjusted EPS of $1.16, above the $1.01 consensus and up from $0.89 a year earlier. GAAP earnings increased to $1.21 per share from $0.71, supported by stronger results from its utility and infrastructure businesses. Sempra Reports Strong Second-Quarter 2026 Results
• Positive Sentiment: Oncor delivered significant growth. Sempra’s Oncor Electric Delivery investment reported second-quarter net income of $428 million, up from $259 million a year earlier. Higher regulated revenues, new base rates, surcharges, infrastructure investment and customer growth helped drive the improvement. Oncor Reports Second Quarter 2026 Results
• Positive Sentiment: Operating fundamentals improved. The company highlighted stronger operating cash flow, continued rate-base growth and contributions from utility and infrastructure operations. Initial ECA LNG revenue was also expected to support results. Sempra 2026 Q2 Results Earnings Call Presentation
• Negative Sentiment: Revenue fell short of expectations. Quarterly revenue was approximately $3.0 billion, below the $3.14 billion analyst estimate and down slightly year over year. The sales miss offsets some of the benefit from the earnings beat. Sempra Q2 Earnings Outpace Estimates
• Negative Sentiment: Guidance ranges trail consensus at their midpoints. Sempra’s FY 2026 EPS outlook of $4.80–$5.30 has a midpoint below the $5.11 consensus, while its FY 2027 range of $5.10–$5.70 is below the $5.54 consensus at the midpoint. This may limit near-term upside despite the quarterly beat.

Institutional Trading of Sempra Energy

Several hedge funds have recently modified their holdings of SRE. Compound Planning Inc. lifted its position in shares of Sempra Energy by 4.6% during the 4th quarter. Compound Planning Inc. now owns 8,339 shares of the utilities provider’s stock valued at $736,000 after acquiring an additional 364 shares during the period. Corient Private Wealth LLC grew its holdings in Sempra Energy by 16.2% in the fourth quarter. Corient Private Wealth LLC now owns 519,398 shares of the utilities provider’s stock worth $45,199,000 after purchasing an additional 72,515 shares during the period. Vident Advisory LLC increased its stake in Sempra Energy by 4.1% in the fourth quarter. Vident Advisory LLC now owns 24,055 shares of the utilities provider’s stock valued at $2,124,000 after purchasing an additional 954 shares in the last quarter. Beacon Pointe Advisors LLC increased its stake in Sempra Energy by 20.0% in the fourth quarter. Beacon Pointe Advisors LLC now owns 13,576 shares of the utilities provider’s stock valued at $1,199,000 after purchasing an additional 2,261 shares in the last quarter. Finally, EP Wealth Advisors LLC acquired a new position in shares of Sempra Energy during the fourth quarter valued at about $4,526,000. Institutional investors own 89.65% of the company’s stock.

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.