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

Sempra Energy (NYSE:SRE) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 4.800-5.300 for the period, compared to the consensus estimate of 4.910. The company issued revenue guidance of -. Sempra Energy also updated its FY 2027 guidance to 5.100-5.700 EPS.

Wall Street Analyst Weigh In

SRE has been the subject of several research analyst reports. Wall Street Zen upgraded shares of Sempra Energy from a “sell” rating to a “hold” rating in a research report on Saturday, November 8th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Sempra Energy in a research note on Wednesday, January 21st. Barclays set a $95.00 target price on Sempra Energy and gave the company an “overweight” rating in a research report on Tuesday, February 3rd. Morgan Stanley reaffirmed an “overweight” rating and issued a $101.00 price target on shares of Sempra Energy in a research note on Friday, February 20th. Finally, Citigroup reissued a “neutral” rating and issued a $99.00 price objective (up from $80.00) on shares of Sempra Energy in a research note on Monday, November 24th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $99.20.

Sempra Energy Price Performance

NYSE:SRE opened at $96.16 on Friday. Sempra Energy has a one year low of $61.90 and a one year high of $97.44. The stock has a market cap of $62.76 billion, a PE ratio of 34.84, a P/E/G ratio of 3.59 and a beta of 0.74. The company has a debt-to-equity ratio of 0.76, a quick ratio of 1.56 and a current ratio of 1.59. The stock has a 50 day moving average price of $89.68 and a 200 day moving average price of $88.73.

Sempra Energy (NYSE:SRE) last issued its earnings results 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. Sempra Energy had a return on equity of 8.28% and a net margin of 13.27%.The business had revenue of $3.75 billion during the quarter, compared to the consensus estimate of $3.82 billion. During the same period last year, the company earned $1.50 EPS. The company’s revenue for the quarter was down .2% on a year-over-year basis. Equities research analysts expect that Sempra Energy will post 4.76 EPS for the current fiscal year.

Sempra Energy Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Thursday, March 19th will be paid a dividend of $0.6575 per share. This represents a $2.63 dividend on an annualized basis and a yield of 2.7%. This is a boost from Sempra Energy’s previous quarterly dividend of $0.65. The ex-dividend date of this dividend is Thursday, March 19th. Sempra Energy’s payout ratio is presently 79.14%.

Sempra Energy News Roundup

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)

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in the business. JPL Wealth Management LLC acquired a new stake in Sempra Energy during the third quarter worth $41,000. Cary Street Partners Financial LLC lifted its stake in shares of 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 purchasing an additional 339 shares during the last quarter. DV Equities LLC purchased a new position in shares of Sempra Energy during the 4th quarter worth $80,000. MUFG Securities EMEA plc acquired a new stake in shares of Sempra Energy during the 2nd quarter worth about $146,000. Finally, McMillan Office Inc. purchased a new stake in Sempra Energy in the 4th quarter valued at about $168,000. 89.65% of the stock is currently owned by institutional investors and hedge funds.

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.