US · Utilities · Utilities - Diversified
EPS came in at 1.16 against a street estimate of 1.01 — a beat of 14.9%.
Analysts rate Sempra Energy a buy (8 buy, 10 hold, 0 sell out of 18) with an average price target of $101.82.
CONFIDENT Sempra posted strong Q2 earnings (+31% YoY adjusted EPS) driven by Oncor base rates and growth. KKR SI Partners sale closing Q3 improves balance sheet. Texas transmission upside material but near-term political headwinds on 765kV and data center verification. Q2 2026 Texas dominance growing—target 60%+ of rate base by 2030 with $47.5B base CapEx plan plus $10B incremental opportunities. Batch zero represents additional upside beyond current plan, quantification deferred to Q4 2026. Analysts pressed on data center pause impact, batch zero vs. advanced pipeline reconciliation, 765kV regulatory risk, and California legislation contingencies. Management emphasized durable process over speed, deferred batch-related capex to Q4, and remained constructive on state outcomes despite near-term uncertainty. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.16% |
| Wellington Management Company LLP | 6.70% |
| Vanguard Capital Management, LLC | 6.49% |
| State Street Corp | 5.70% |
| Vanguard Portfolio Management, LLC | 4.28% |
| Morgan Stanley - Brokerage Accounts | 3.72% |
| FMR Inc | 2.84% |
| JPMorgan Chase & Co | 2.74% |
| Document | Date |
|---|---|
| Company announcement · Q3 2026 SEMPRA / SOUTHERN CALIFORNIA GAS COMPANY 8-K SUMMARY HEADLINE NUMBERS • Southern California Gas Company closed a public offering of $500,000,000 agg | 2026-08-21 |
| Company announcement · Q3 2026 SEMPRA / SOUTHERN CALIFORNIA GAS COMPANY - 8-K SUMMARY HEADLINE NUMBERS • Southern California Gas Company issued $500,000,000 aggregate principal am | 2026-08-18 |
| Quarterly report · Q2 2026 SEMPRA ENERGY – FORM 10-Q SUMMARY For Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Net income (six months): $2,092 million (2026) vs. $1,438 | 2026-08-06 |
| Results announced · Q3 2026 SEMPRA Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 GAAP earnings: $796 million ($1.21 per diluted share) vs. Q2 2025 $461 million ($0.71 per | 2026-08-06 |
| Board / officer change · Q3 2026 SEMPRA COMPANY SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Justin C. Bird appointed as Executive Vice President and Chief Financial Officer, effective o | 2026-07-09 |
| Quarterly report · Q1 2026 SEMPRA - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net income: $1,150 million (Q1 2026) vs. $919 million (Q1 2025) – up 25% • Earnings per share (dilu | 2026-05-07 |
| Proxy statement · Q2 2026 SEMPRA PROXY STATEMENT (DEF 14A) SUMMARY FOR RETAIL INVESTORS --- WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Election of 11 director nominees (B | 2026-03-27 |
| Annual report FY2025 SEMPRA 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Parent company: Sempra Energy (SRE), headquartered San Diego, California • Market capita | 2026-02-26 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.66 / share ex-date Sep 24, 2026 · pay Oct 15, 2026 | 2026-09-24 |
| Dividend | $0.66 / share ex-date Jun 25, 2026 · pay Jul 15, 2026 | 2026-06-25 |
| Dividend | $0.66 / share ex-date Mar 19, 2026 · pay Apr 15, 2026 | 2026-03-19 |
| Dividend | $0.65 / share ex-date Dec 11, 2025 · pay Jan 15, 2026 | 2025-12-11 |
| Dividend | $0.65 / share ex-date Oct 1, 2025 · pay Oct 15, 2025 | 2025-10-01 |
| Announcement | Date |
|---|---|
| Updated full-year 2025 and 2026 earnings guidance reflecting regulatory decisions Sempra Energy received mixed regulatory news from California. The positive: the Public Utilities Commission approved a final decision on cost of capital for subsidiaries SDG&E and SoCalGas, | 2025-12-19 |
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Google PlayApp StoreData updated 2026-09-18.