Sempra logo SRE - Sempra

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
1
BUY 20
HOLD 5
SELL 0
STRONG
SELL
0
| PRICE TARGET: $106.20 DETAILS
HIGH: $118.00
LOW: $100.00
MEDIAN: $104.00
CONSENSUS: $106.20
UPSIDE: 14.44%

Stock News

Sempra: Oncor's 127 GW Pipeline Could Redefine Its Earnings Power

Sempra: Oncor's 127 GW Pipeline Could Redefine Its Earnings Power

I am rating Sempra a Strong Buy because Oncor's 127 GW qualifying load forecast creates a much larger long-term transmission and distribution opportunity for the company. The biggest growth driver is Oncor's large-load opportunity in Texas. I estimate that if only 20 GW of Oncor's 127 GW load converts, it could create $17 billion of incremental rate base. My price target is $163, representing a 76% potential upside. I arrive at the PT by using a 21x FWD earnings multiple and a 2030 EPS estimate of $7.74.

May 13, 2026 03:39 AM seekingalpha.com
SoCalGas Urges Shareholders to Vote FOR Retirement of All Outstanding Shares of Preferred Stock at a Premium

SoCalGas Urges Shareholders to Vote FOR Retirement of All Outstanding Shares of Preferred Stock at a Premium

A $31.00 per share cash payment represents a premium of more than 20% over the recent market prices, estimated fair value, and par value of the shares   LOS ANGELES, May 12, 2026 /PRNewswire/ -- Southern California Gas Company (SoCalGas) (OTCQB: SOCGP) (OTC PINK: SOCGM), a subsidiary of Sempra (NYSE: SRE), today announced it will hold a Special Meeting of Shareholders (the "Special Meeting") on July 13, 2026. The anticipated record date for the Special Meeting is May 18, 2026, and only shareholders at the close of business on that date will be eligible to vote.

May 12, 2026 12:15 PM prnewswire.com
ONCOR REPORTS FIRST QUARTER 2026 RESULTS

ONCOR REPORTS FIRST QUARTER 2026 RESULTS

DALLAS, May 7, 2026 /PRNewswire/ -- Oncor Electric Delivery Company LLC ("Oncor") today reported net income of $212 million for the three months ended March 31, 2026, compared to net income of $181 million in the three months ended March 31, 2025. The increase in net income of $31 million was driven by overall higher revenues primarily attributable to an increase in revenues recognized related to the Unified Tracker Mechanism ("UTM") and the System Resiliency Plan ("SRP"), updated interim rates to reflect increases in invested capital, and customer growth, partially offset by lower customer consumption, primarily attributable to milder weather, higher interest expense and depreciation expense associated with increases in invested capital, and higher operation and maintenance expense.

May 07, 2026 04:00 AM prnewswire.com
Sempra Reports First-Quarter 2026 Results

Sempra Reports First-Quarter 2026 Results

SAN DIEGO, May 7, 2026 /PRNewswire/ -- Sempra (NYSE: SRE) today reported first-quarter 2026 earnings, prepared in accordance with Generally Accepted Accounting Principles (GAAP), of $1.04 billion or $1.58 per diluted share, compared to first-quarter 2025 GAAP earnings of $906 million or $1.39 per diluted share. On an adjusted basis, first-quarter 2026 earnings were $991 million or $1.51 per diluted share, compared to $942 million or $1.44 per diluted share in 2025.

May 07, 2026 03:55 AM prnewswire.com
New Report Shows Natural Gas Infrastructure Helps Keep Energy Costs More Affordable for California Households

New Report Shows Natural Gas Infrastructure Helps Keep Energy Costs More Affordable for California Households

LOS ANGELES, April 23, 2026 /PRNewswire/ -- As Californians continue to grapple with rising household costs, a new report from Southern California Gas Company (SoCalGas) finds that when adjusted for inflation, SoCalGas's average residential natural gas rates declined by approximately 25% between 2000 and 20231 – highlighting how natural gas infrastructure has helped keep energy bills more affordable over time. Through the availability of supply, underground storage, and system flexibility, the natural gas system has acted as a stabilizing force that helps limit price volatility and ease pressure on household energy budgets.

Apr 23, 2026 04:55 AM prnewswire.com

Price Targets