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 4.800-5.300 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.

Sempra Energy Price Performance

NYSE:SRE traded up $1.13 on Friday, hitting $85.48. The company had a trading volume of 1,419,103 shares, compared to its average volume of 3,718,804. The stock has a market capitalization of $55.88 billion, a price-to-earnings ratio of 28.99, a PEG ratio of 2.03 and a beta of 0.57. The company has a current ratio of 1.69, a quick ratio of 1.66 and a debt-to-equity ratio of 0.78. The firm has a 50 day moving average of $91.32 and a two-hundred day moving average of $92.35. Sempra Energy has a 52 week low of $78.97 and a 52 week high of $101.04.

Sempra Energy (NYSE:SRE) last posted its earnings results on Thursday, August 6th. The utilities provider reported $1.16 earnings per share for the quarter, topping analysts’ consensus estimates of $1.01 by $0.15. The firm had revenue of $3 billion for the quarter, compared to analysts’ expectations of $3.14 billion. Sempra Energy had a net margin of 14.31% and a return on equity of 8.20%. The company’s revenue was down .1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.89 earnings per share. 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. On average, research analysts anticipate that Sempra Energy will post 5.12 earnings per share for the current year.

Sempra Energy Dividend Announcement

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

Analysts Set New Price Targets

Several research firms have commented on SRE. Truist Financial set a $104.00 target price on Sempra Energy and gave the company a “buy” rating in a research report on Monday, May 18th. Barclays dropped their price objective on shares of Sempra Energy from $105.00 to $103.00 and set an “overweight” rating for the company in a report on Thursday, July 9th. 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. Morgan Stanley reaffirmed an “overweight” rating and set a $108.00 target price on shares of Sempra Energy in a report on Wednesday, July 22nd. Finally, BMO Capital Markets set a $102.00 price objective on Sempra Energy and gave the stock an “outperform” rating in a research report on Wednesday, July 22nd. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, Sempra Energy has an average rating of “Moderate Buy” and a consensus price target of $104.23.

Insider Activity

In related news, Director Pablo Ferrero sold 2,600 shares of Sempra Energy stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $89.53, for a total value of $232,778.00. Following the completion of the transaction, the director directly owned 15,423 shares in the company, valued at approximately $1,380,821.19. The trade was a 14.43% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Diana L. Day sold 3,300 shares of the stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $92.13, for a total value of $304,029.00. Following the sale, the insider directly owned 22,870 shares in the company, valued at $2,107,013.10. This trade represents a 12.61% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 13,900 shares of company stock valued at $1,261,207 over the last three months. Corporate insiders own 0.31% of the company’s stock.

Key Stories Impacting Sempra Energy

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

• Positive Sentiment: Adjusted Q2 earnings beat estimates. Sempra reported adjusted earnings of $1.16 per diluted share, up from $0.89 a year earlier and above the $1.01 analyst consensus. GAAP earnings rose to $796 million, or $1.21 per share, from $461 million, or $0.71 per share. Sempra Reports Strong Second-Quarter 2026 Results
• Positive Sentiment: Oncor delivered substantial profit growth. Oncor Electric Delivery’s second-quarter net income increased to $428 million from $259 million a year ago. Higher regulated revenues, new base rates, surcharge collections, increased invested capital and customer growth supported the improvement, reinforcing the value of Sempra’s utility operations. Oncor Reports Second Quarter 2026 Results
• Positive Sentiment: SoCalGas is retiring all outstanding preferred shares. The move is intended to simplify the subsidiary’s capital structure and provide immediate value to shareholders, potentially reducing financing complexity and supporting Sempra’s modernization efforts. SoCalGas Board Approves Retirement of Preferred Stock
• Neutral Sentiment: Operating cash flow improved, but revenue was soft. Quarterly revenue was approximately $3.0 billion, below the $3.14 billion consensus and roughly flat year over year. The earnings beat was driven more by utility and infrastructure profitability than by top-line growth. Sempra Q2 Earnings Outpace Estimates
• Negative Sentiment: Updated earnings guidance leaves room for disappointment. 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 has a midpoint below the $5.54 consensus. This could limit further upside if analysts reduce forecasts. Sempra Q2 2026 Earnings Call Transcript

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of SRE. JPL Wealth Management LLC bought a new stake in shares of Sempra Energy in the 3rd quarter valued at about $41,000. Cary Street Partners Financial LLC grew its position in Sempra Energy by 78.5% during the 2nd quarter. Cary Street Partners Financial LLC now owns 771 shares of the utilities provider’s stock worth $58,000 after acquiring an additional 339 shares during the last quarter. DV Equities LLC purchased a new position in Sempra Energy in the 4th quarter worth approximately $80,000. McMillan Office Inc. purchased a new position in Sempra Energy in the 4th quarter worth approximately $168,000. Finally, MUFG Securities EMEA plc bought a new stake in Sempra Energy in the second quarter valued at approximately $146,000. 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.