Sempra Energy (NYSE:SRE) Releases FY 2030 Earnings Guidance

Sempra Energy (NYSE:SRE) updated its FY 2030 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 6.700-7.500 for the period. The company issued revenue guidance of -. Sempra Energy also updated its FY 2026 guidance to 4.800-5.300 EPS.

Analysts Set New Price Targets

SRE has been the topic of a number of research reports. Barclays set a $95.00 price target on Sempra Energy and gave the stock an “overweight” rating in a research note on Tuesday, February 3rd. Wells Fargo & Company upped their target price on Sempra Energy from $112.00 to $113.00 and gave the stock an “overweight” rating in a research report on Friday. Morgan Stanley reiterated an “overweight” rating and issued a $101.00 target price on shares of Sempra Energy in a report on Friday, February 20th. Wall Street Zen raised shares of Sempra Energy from a “sell” rating to a “hold” rating in a research report on Saturday, November 8th. Finally, UBS Group restated an “outperform” rating and set a $100.00 price objective on shares of Sempra Energy in a report on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $99.20.

Sempra Energy Trading Up 1.0%

NYSE SRE opened at $96.16 on Friday. The company has a current ratio of 1.59, a quick ratio of 1.56 and a debt-to-equity ratio of 0.76. The business has a fifty day simple moving average of $89.68 and a 200 day simple moving average of $88.73. Sempra Energy has a 12 month low of $61.90 and a 12 month high of $97.44. The firm has a market capitalization of $62.76 billion, a P/E ratio of 34.84, a PEG ratio of 3.59 and a beta of 0.74.

Sempra Energy (NYSE:SRE) last posted its quarterly earnings data on Thursday, February 26th. The utilities provider reported $1.28 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.12 by $0.16. The firm had revenue of $3.75 billion for the quarter, compared to the consensus estimate of $3.82 billion. Sempra Energy had a net margin of 13.27% and a return on equity of 8.28%. The business’s revenue for the quarter was down .2% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.50 EPS. On average, analysts predict that Sempra Energy will post 4.76 EPS for the current fiscal year.

Sempra Energy Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Thursday, March 19th will be paid a $0.6575 dividend. This is a positive change from Sempra Energy’s previous quarterly dividend of $0.65. The ex-dividend date is Thursday, March 19th. This represents a $2.63 annualized dividend and a yield of 2.7%. Sempra Energy’s dividend payout ratio (DPR) is 79.14%.

More Sempra Energy News

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

• Positive Sentiment: Wells Fargo raised its price target to $113 and kept an “overweight” rating — the new target implies roughly a mid-teens upside from current levels, supporting buy-side interest. Benzinga
• Positive Sentiment: Company lifted its five-year capital plan (16% increase) and beat Q4 adjusted profit estimates, signaling higher near-term infrastructure spending and growth that justify a premium multiple. Reuters
• Positive Sentiment: Sempra issued a robust long‑range EPS outlook (2030 guidance) and highlighted value‑creation initiatives in its 2025 results release, which supports a constructive long-term growth story. PR Newswire
• Positive Sentiment: Q4 EPS beat street estimates ($1.28 vs. consensus ~ $1.12), which investors often reward even though revenue was slightly soft — the beat helps justify recent analyst upgrades. Zacks
• Positive Sentiment: Sempra raised its quarterly dividend (to $0.6575; ~2.8% yield), a modest increase that supports income-focused investors and signals board confidence.
• Neutral Sentiment: Brokerage consensus remains a “Moderate Buy,” indicating broad analyst support but not unanimous conviction. AmericanBankingNews
• Neutral Sentiment: Updated FY‑2026 and FY‑2027 guidance provide ranges that are roughly in line with consensus (some endpoints below/above estimates), leaving near‑term growth visibility mixed. PR Newswire (guidance)
• Neutral Sentiment: Earnings call transcript and slide deck are available for investors who want detail on segment performance and capital allocation—useful but not market-moving by themselves. Seeking Alpha
• Negative Sentiment: Revenue slipped year-over-year (down ~0.2%) and overall profits/cash levels were described as tighter, which could temper valuation expansion and raise near‑term execution questions. Zacks (revenue note)

Hedge Funds Weigh In On Sempra Energy

Institutional investors have recently modified their holdings of the business. Morgan Stanley lifted its holdings in Sempra Energy by 17.0% during the fourth 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 during the period. Invesco Ltd. grew its stake in Sempra Energy by 40.1% in the 3rd quarter. Invesco Ltd. now owns 10,419,115 shares of the utilities provider’s stock valued at $937,512,000 after purchasing an additional 2,984,409 shares during the period. State Street Corp increased its position 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 valued at $3,273,460,000 after purchasing an additional 1,824,280 shares during the last quarter. Merewether Investment Management LP increased its position 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 valued at $127,061,000 after purchasing an additional 1,279,431 shares during the last quarter. Finally, Balyasny Asset Management L.P. raised its stake 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 purchasing an additional 760,254 shares during the period. 89.65% of the stock is owned by institutional investors.

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.