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

Sempra Energy (NYSE:SRE) updated its FY 2026 earnings guidance on Thursday. 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.

Analysts Set New Price Targets

Several research firms recently commented on SRE. JPMorgan Chase & Co. lifted their price objective on Sempra Energy from $98.00 to $106.00 and gave the stock an “overweight” rating in a report on Wednesday, March 18th. Argus raised shares of Sempra Energy from a “hold” rating to a “buy” rating in a research report on Wednesday, March 4th. Barclays reissued an “overweight” rating and issued a $105.00 price objective (up from $95.00) on shares of Sempra Energy in a report on Wednesday, April 15th. Truist Financial set a $108.00 target price on shares of Sempra Energy and gave the company a “buy” rating in a research report on Monday, April 20th. Finally, Wall Street Zen upgraded shares of Sempra Energy from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. Two equities research 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 stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $102.67.

Sempra Energy Stock Performance

SRE traded down $0.02 during midday trading on Friday, reaching $91.55. The company had a trading volume of 4,296,592 shares, compared to its average volume of 3,288,909. The business has a 50-day moving average of $95.10 and a two-hundred day moving average of $92.01. The company has a quick ratio of 1.57, a current ratio of 1.69 and a debt-to-equity ratio of 0.78. Sempra Energy has a 1 year low of $73.06 and a 1 year high of $101.04. The company has a market cap of $59.81 billion, a P/E ratio of 31.03, a P/E/G ratio of 3.43 and a beta of 0.60.

Sempra Energy (NYSE:SRE) last posted its quarterly earnings data on Thursday, May 7th. The utilities provider reported $1.51 earnings per share for the quarter, meeting analysts’ consensus estimates of $1.51. The firm had revenue of $3.66 billion for the quarter, compared to analysts’ expectations of $4.10 billion. Sempra Energy had a return on equity of 8.20% and a net margin of 14.31%.The business’s quarterly revenue was down 3.9% on a year-over-year basis. During the same period in the previous year, the firm earned $1.44 EPS. 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. As a group, equities research analysts predict that Sempra Energy will post 5.16 earnings per share for the current fiscal year.

Sempra Energy Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, April 15th. Shareholders of record on Thursday, March 19th were issued a dividend of $0.6575 per share. 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%. The ex-dividend date of this dividend was Thursday, March 19th. Sempra Energy’s payout ratio is presently 95.29%.

Insider Buying and Selling at Sempra Energy

In other news, Director Richard J. Mark purchased 2,692 shares of the stock in a transaction on Wednesday, March 11th. The shares were acquired at an average price of $93.30 per share, with a total value of $251,163.60. Following the completion of the acquisition, the director directly owned 17,376 shares of the company’s stock, valued at $1,621,180.80. This trade represents a 18.33% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, CFO Karen L. Sedgwick sold 4,872 shares of Sempra Energy stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $92.58, for a total transaction of $451,049.76. Following the transaction, the chief financial officer directly owned 39,029 shares in the company, valued at $3,613,304.82. This represents a 11.10% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have bought 6,192 shares of company stock valued at $576,979 and have sold 7,539 shares valued at $706,906. Company insiders own 0.31% of the company’s stock.

Trending Headlines about Sempra Energy

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

Several hedge funds have recently modified their holdings of SRE. Morgan Stanley raised its holdings in shares of Sempra Energy by 17.0% during the 4th quarter. Morgan Stanley now owns 22,330,091 shares of the utilities provider’s stock worth $1,971,524,000 after acquiring an additional 3,250,783 shares in the last quarter. Invesco Ltd. raised its holdings in shares of Sempra Energy by 40.1% during the 3rd quarter. Invesco Ltd. now owns 10,419,115 shares of the utilities provider’s stock worth $937,512,000 after acquiring an additional 2,984,409 shares in the last quarter. State Street Corp raised its holdings in shares of Sempra Energy by 5.2% during the 4th quarter. State Street Corp now owns 36,810,449 shares of the utilities provider’s stock worth $3,273,460,000 after acquiring an additional 1,824,280 shares in the last quarter. Merewether Investment Management LP raised its holdings in shares of Sempra Energy by 321.9% during the 2nd quarter. Merewether Investment Management LP now owns 1,676,932 shares of the utilities provider’s stock worth $127,061,000 after acquiring an additional 1,279,431 shares in the last quarter. Finally, Balyasny Asset Management L.P. raised its holdings in shares of Sempra Energy by 2,293.9% during the 4th quarter. Balyasny Asset Management L.P. now owns 793,397 shares of the utilities provider’s stock worth $70,049,000 after acquiring an additional 760,254 shares in the last quarter. 89.65% of the stock is owned by hedge funds and other institutional investors.

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.