Sempra Infrastructure announces 20-year LNG deal; Sempra stock costs EUR 69.71
Sempra Infrastructure, a subsidiary of Sempra, announced a 20-year sales and purchase agreement with Petrobras to supply approximately 0.8 million tonnes of liquefied natural gas annually from its Port Arthur LNG Phase 2 project. The project is currently under construction and is designed to have a combined capacity of approximately 13 million tonnes per annum. Sempra's stock was trading at EUR 69.71 in weekend trading on October 4, 2026.
Sempra stock reports stronger second-quarter earnings as targets reset
Sempra (ISIN US8168511090) reported stronger second-quarter 2026 adjusted EPS of USD 1.16, up from USD 0.89 in the prior year, with GAAP earnings reaching USD 796 million. The company reaffirmed its full-year 2026 adjusted EPS guidance and provided 2027 guidance. Analysts have an average target of USD 101.09, suggesting a significant upside from its current trading price of USD 78.38, even after a recent target reduction by Morgan Stanley.
Sempra stock reports EPS growth as price holds near yearly low
Sempra stock closed at USD 78.38 on October 2, 2026, with second-quarter adjusted EPS increasing by 30.3% to USD 1.16, while revenue remained largely flat. Despite the earnings growth, the stock price is near its 52-week low, trading USD 2.17 above it and USD 22.66 below its 52-week high. Analysts have mixed views, with Morgan Stanley lowering its target to USD 100 but maintaining an Overweight rating, and Scotiabank initiating coverage with a Sector Perform rating and an USD 83 target.
Director Anya Weaving receives 160.15 units of share-linked compensation from Sempra (SRE).
Sempra director Anya Weaving acquired 160.15 phantom shares as director compensation on October 1, 2026, at a reported price of $78.05 per phantom share. Following this transaction, her phantom-share holdings increased to 1,097.6 shares. This transaction was detailed in a Form 4 SEC filing, indicating immediate exercisability for vested shares.
Director Richard J. Mark acquires 160 stock-linked shares as compensation at Sempra (SRE).
Sempra director Richard J. Mark acquired 160 phantom shares as director compensation on October 1, 2026, at a reported price of $78.05 per share. After this transaction, his direct holding amounted to 2,179 phantom shares. These phantom shares convert one-for-one into Sempra common stock and are immediately exercisable once vested.
160 stock-linked shares at $78.05 each go to a director as compensation at Sempra (SRE).
Sempra director Jack T. Taylor received 160 phantom shares as compensation on October 1, 2026, priced at $78.05 per share. His total post-transaction holding is 44,041 phantom shares, which includes 1,509 unvested restricted shares subject to forfeiture under specific conditions. These phantom shares convert 1:1 to Sempra common stock, with vested shares immediately exercisable.
Director compensation gives Andres Conesa 160.15 stock-linked units in Sempra (SRE).
Sempra director Andres Conesa received 160.15 phantom shares as director compensation on October 1, 2026, at a reported price of $78.05 per share. This transaction increased his direct position to 11,973.81 phantom shares. These phantom shares convert one-for-one into Sempra common stock and are immediately exercisable once vested.
A 372-share director compensation grant at Sempra (SRE) converts 1-for-1 into common stock.
Sempra director Cynthia J. Warner received a grant of 372 phantom shares as director compensation on October 1, 2026. These phantom shares, valued at $78.05 each for a total of $29,000, convert 1-for-1 into Sempra common stock. Following this transaction, Warner's reported position increased to 15,914 phantom shares, which includes 1,509 unvested restricted phantom shares subject to forfeiture under specific conditions.
PG&E Files 10-Year Plan for Electrical Undergrounding in High Wildfire-Risk Areas
PG&E has filed a 10-Year Electrical Undergrounding Plan with the California Office of Energy Infrastructure Safety, proposing to place approximately 5,000 miles of electric distribution lines underground from 2028 through 2037. This initiative aims to significantly reduce wildfire risk by nearly 98% and decrease outages by 90% in high-risk areas across Northern and Central California. The company estimates this plan could avoid $6 billion in long-term vegetation management, operations, and maintenance costs, while offering an overall benefit valued at $117 billion through wildfire prevention and reduced outages.
San Diego Utility Shuts off Power to Limit Risk of Sparking Fire
San Diego Gas & Electric Co. has begun to shut off power to customers in an effort to prevent wildfires, driven by extreme heat and strong winds. A small number of customers in Descanso have already experienced outages, with warnings that up to 35,000 homes and businesses could be affected over the coming days. The utility is taking these measures as strong winds are expected to peak and extreme heat warnings remain in effect, elevating fire risk across the region.
Public Service Enterprise Group Inc. Stock Grades | PEG
This article provides detailed stock information for Public Service Enterprise Group Inc. (PEG), including its current stock price, market data, analyst ratings, and company profile. It highlights key financial metrics such as market value, EPS, P/E ratio, and dividend yield, and compares PEG to its industry peers.
Southern California Utilities Prep Shutoffs as Fire Risk Surges
Southern California utilities are warning thousands of customers about potential power shutoffs due to a surging wildfire risk caused by a heat wave. Edison International and Sempra's San Diego Gas & Electric Co. are considering preventive shutoffs as triple-digit temperatures, falling humidity, and drying winds increase the fire danger. This comes as the region, and much of the US West, experiences unseasonably warm weather, leading to a significant increase in projected power demand.
Scotiabank starts coverage of Sempra stock with USD 83 target
Scotiabank initiated coverage on Sempra (SRE) stock with a "Sector Perform" rating and an $83.00 price target. This new target is below the broader analyst consensus, which averages $101.69. Sempra reported improved second-quarter adjusted earnings of $762 million, up 30.70% year-over-year, and reaffirmed its full-year 2026 and 2027 earnings-per-share guidance.
California residents get warning of intentional SCE outage, ask why power lines still aren't underground
Residents in Santa Barbara, California, are facing another potential intentional power shutoff by Southern California Edison due to high winds and fire-prone conditions. This recurring issue has led to frustration among residents, who question why power lines have not been moved underground to prevent such outages. Many feel that the utility company should invest in infrastructure upgrades rather than frequently disrupting service, which they view as a corporate liability measure rather than a public safety initiative.
Cheniere Notches 22-Year LNG Contract to Supply Petrobras
Cheniere Energy Inc. has secured a 22-year contract to supply Petróleo Brasileiro SA (Petrobras) with 0.8 million metric tons per annum (MMtpa) of liquefied natural gas (LNG), reinforcing Cheniere's role as a leading global LNG provider and providing long-term cash flow visibility for future expansion. This agreement is part of Petrobras's strategy to reduce exposure to LNG spot market volatility. The deal follows a similar 20-year agreement between Petrobras and Sempra Infrastructure for 0.8 MMtpa of LNG.
Sempra Energy (SRE) Q2 2026 Earnings Call Transcript
Sempra Energy reported strong Q2 2026 earnings, affirming its full-year EPS guidance and long-term growth rate. The company highlighted its strategic focus on regulated utilities, particularly in Texas, and significant capital investments to modernize the electric grid. Key discussions included the ongoing Batch Zero process for large load customer interconnections in ERCOT and the status of California wildfire liability legislation.
EBIT per share of Sempra – HAN:SE4
The article provides financial information for Sempra (HAN:SE4) on TradingView, specifically focusing on its EBIT per share. It appears to be a data page that shows the value, change, and percentage change for EBIT per share over different periods. The content is primarily navigational and informational regarding the financial data platform itself.
Sempra Energy (NYSE:SRE) Stock Picked Up by Analysts at Scotiabank
Scotiabank initiated coverage on Sempra Energy (NYSE:SRE) with a "sector perform" rating and an $83 price target, suggesting an 8.01% upside. The company has a consensus "Moderate Buy" rating from analysts with an average price target of $100.36. Sempra Energy recently reported strong quarterly earnings of $1.16 per share, exceeding estimates, and institutional investors own a significant portion of its stock.
Sempra stock trades at EUR 67.75 with minus 0.67 percent versus EUR 68.21
Sempra stock was trading at EUR 67.75 at Lang & Schwarz, down 0.67% from its prior close of EUR 68.21. The company reported adjusted Q2 2026 EPS of USD 1.16, an increase from USD 0.89 a year earlier, and affirmed its full-year EPS guidance. Despite improved earnings, analyst targets for Sempra have recently been lowered, with Morgan Stanley cutting its target to USD 100.00 and JPMorgan lowering its target to USD 102.00, though both maintained Overweight ratings.
Sempra Energy (NYSE:SRE) Reaches New 52-Week Low - Here's What Happened
Sempra Energy (NYSE:SRE) stock reached a new 52-week low of $76.66, despite exceeding its quarterly EPS expectations and announcing a quarterly dividend. Analyst sentiment is a "Moderate Buy" with an average price target of $101.69, although some target prices have been recently reduced. Institutional investors have significantly increased their holdings in Sempra Energy.
Sempra Announces Continuation of Capital Recycling Program
Sempra (NYSE: SRE) has announced a strategic continuation of its capital recycling program, planning to divest certain energy infrastructure assets in Mexico and a minority stake in Sempra Infrastructure Partners. The proceeds from these sales are intended to fund the company's five-year capital campaign, primarily supporting its Texas and California utilities. These actions aim to simplify Sempra's portfolio, strengthen its balance sheet, and enhance long-term shareholder value by reducing reliance on future common equity issuances.
SRE.AA Bond Profile: Coupon and Redemption
This article provides a detailed profile of the Sempra 6.0% 15-OCT-2039 corporate bond (SRE.AA). It covers key facts about the bond and its issuer, Sempra, including the issue and maturity dates, face value, and minimum denomination. The profile also details interest payment information, such as the 6.00% semi-annual coupon, and lists upcoming coupon payout schedules, alongside bond redemption details.
Sempra (SRE), Why Is It Back In Focus?
Sempra (SRE) is back in focus following a dividend announcement of $0.66 per share, despite recent share price declines of 8.62% over 30 days and 17.33% over 90 days. The stock is considered 23% undervalued with a fair value of $101.59, though its P/E ratio of 22.5x is higher than industry averages. Investors are evaluating the long-term investment plan, focusing on Texas grid investment, regulatory outcomes, and LNG project execution, while also considering risks like tighter regulations or project delays.
Sempra stock heads into the open after ex-dividend trading
Sempra stock traded ex-dividend on September 24, 2026, for a quarterly dividend of USD 0.66, payable on October 15, 2026. The stock closed at USD 79.02 on the NYSE, at the lower end of its 52-week range. Sempra enters September 25, 2026, after the ex-dividend date, with focus on the upcoming dividend payment rather than new quarterly results.
American Electric Power Company (AEP) Stock forecasts
American Electric Power Company (AEP) is a large regulated utility in the US, serving over 5 million customers across 11 states. The company's capacity is composed of 39% coal and a mix of other natural sources. Its growth is dependent on strong management and support from stakeholders.
NiSource Inc (NI) Stock forecasts
NiSource Inc. (NI) is a regulated gas utility company operating in six states, with subsidiaries Columbia Gas and NIPSCO handling transmission, distribution, and generation. An analyst report from Argus on September 24, 2026, suggests that NiSource's share price offers a buying opportunity. The report provides a summary of the company's operations and indicates a current price of $39.12 with a price target.
PG&E (PCG) Cut By UBS As California Wildfire Reform Delays Raise Risk
UBS has downgraded PG&E (PCG) due to reassessed wildfire liability risks stemming from stalled reform efforts in California. This downgrade highlights challenges to PG&E's strategy of using grid spending and wildfire mitigation to ensure steady earnings and a dependable dividend. The ongoing legislative delays make the balance between funding safety, investing in projects, and maintaining dividends more precarious for the utility.
Sempra Energy stock hits 52-week low at 19.43 USD
Sempra Energy (SRE) stock has fallen to a 52-week low of $19.43, marking an 11.62% decline over the past year. Despite this, the company offers a substantial 7.35% dividend yield, and InvestingPro data indicates low price volatility for the stock. This new low highlights the challenges the company faces in maintaining investor confidence amid market fluctuations in the energy sector.
Sempra Energy stock hits 52-week low at 19.43 USD By Investing.com
Sempra Energy (SRE) stock has fallen to a 52-week low of $19.43, marking an 11.62% decline over the past year. Despite the stock's drop, the company maintains a substantial 7.35% dividend yield. This downturn reflects broader market volatility and specific challenges in the energy sector, though InvestingPro data indicates low price volatility for Sempra Energy.
SF moves a step closer to publicly-owned power grid
San Francisco's Board of Supervisors unanimously voted to certify an environmental impact report, moving the city closer to a publicly-owned power grid and potential takeover of Pacific Gas and Electric's transmission system. This decision allows city leaders to pursue eminent domain or negotiate a sale with PG&E, following a December blackout that renewed calls for municipal control. PG&E and a coalition of utility employees had appealed the report, citing concerns about insufficient detail on environmental impacts.
Public Service Enterprise Group (PEG) Stock Forecasts
Public Service Enterprise Group (PSEG) is moving forward with utility growth and considering new power projects. The company operates a regulated utility, PSE&G, and PSEG Power, which holds ownership in nuclear plants and clean energy initiatives. PSE&G delivers gas and electricity services to 4.3 million customers in New Jersey.
Entergy Corporation (ETR) Stock forecasts
Entergy Corporation (ETR) is a vertically integrated utility operating in the Gulf Coast region. An analyst report from Argus, dated September 9, 2026, indicates that the company's guidance suggests strong earnings growth in the second half of 2026. The report covers Entergy's electric operations through its five regulated subsidiaries, including generation, transmission, and distribution.
Sempra stock underperforms Wednesday when compared to competitors
Sempra stock (SRE) fell by 2.45% to $79.00 on Wednesday, marking its fourth consecutive day of losses. This underperformance occurred during a generally rough trading session where the S&P 500 Index declined by 0.75% and the Dow Jones Industrial Average dropped by 0.68%.
Sempra upgraded to Buy on strong long-term grow...
Sempra (SRE) has been upgraded to a Buy rating due to its attractive valuation and strong long-term earnings growth prospects, driven by Texas investments and LNG expansion. The company maintains a solid balance sheet, a 3.24% dividend yield, and targets annual dividend growth of 2–4%. Despite macroeconomic and California regulatory risks, Sempra's defensive profile and discounted valuation make it an attractive investment.
Sempra: A Solid Margin Of Safety For A High-Growth Utility (Rating Upgrade)
Sempra (SRE) has been upgraded to a Buy rating due to its current valuation offering a strong margin of safety after recent stock declines. The company's robust long-term EPS growth of 7–9% is supported by significant investments in Texas and LNG growth, including a 20-year Petrobras deal. Despite macro headwinds and California regulatory risks, Sempra's defensive profile and discounted valuation make it an attractive investment, offering a 3.24% dividend yield with targeted annual dividend growth of 2–4%.
NiSource stock falls 1.5 percent before the bell
NiSource stock dropped 1.5% to USD 40.52 on September 22, 2026, marking a new 52-week low of USD 40.04. This decline occurred while the S&P 500 also fell by 0.8%, influenced by rising Treasury yields and strong economic data. Over the past three months, NiSource has declined by 16.3%, and 4.5% year-to-date.
Cameron LNG, Sempra Infrastructure fund redfish release, but some say marshes need more attention
Cameron LNG and Sempra Infrastructure have funded a release of 150,000 hatchery-raised redfish, but local fishers argue that restoring marshlands is a more critical long-term solution for the fishery's health. This highlights ongoing tensions between the fishing community and the LNG industry in southwest Louisiana, including a lawsuit alleging damage to wetlands and oyster habitats. The dispute underscores the need for healthy habitats and food sources for young redfish.
Edison International's Dividend Looks Attractive. The $40 Billion Question Is What Comes Next
Edison International faces a complex challenge as it funds a $40 billion grid transformation and absorbs wildfire liabilities, even as its dividend yield appears attractive. Despite 22 consecutive dividend raises and a 6.3% yield, the company was downgraded by S&P due to wildfire settlements exceeding $1 billion and operating cash flow not fully covering capital expenditures and dividends. This situation places Edison International in a unique position among California utilities, offering high yield but also significant exposure to unresolved risks.
Sempra Energy (NYSE:SRE) Reaches New 52-Week Low - Here's Why
Sempra Energy (NYSE:SRE) shares recently hit a new 52-week low of $79.00, trading below its 50-day and 200-day moving averages. Despite this decline, analysts maintain a "Moderate Buy" rating with a target price of $101.69, suggesting potential upside. The company reported better-than-expected quarterly EPS of $1.16 and declared a quarterly dividend of $0.6575, representing an annualized yield of about 3.3%.
Sempra Energy stock hits 52-week low at 79.58 USD
Sempra Energy stock has reached a 52-week low of $79.58, marking an 8.65% decline over the past year due to challenges in the energy sector. Despite this, the company maintains a 3.25% dividend yield and has consistently raised its dividend for 15 years, with InvestingPro suggesting it may be undervalued. Recent news includes beating Q2 earnings expectations but missing revenue, an analyst upgrade to Buy from Jefferies, and a new bond offering by its subsidiary, Southern California Gas Company.
Sempra Energy stock hits 52-week low at 79.58 USD By Investing.com
Sempra Energy (NYSE: SRE) stock has reached a 52-week low of $79.58, marking an 8.65% decline over the past year. Despite the downturn, the company offers a 3.25% dividend yield and has consistently raised its dividend for 15 years. Analysts maintain a positive outlook, and its subsidiary, Southern California Gas Company, recently announced a $500 million bond offering.
Fishermen question LNG industry’s efforts to boost Louisiana fisheries
Fishermen in Louisiana are skeptical of the LNG industry's efforts to boost redfish populations, arguing that while the restocking is a nice gesture, it does not address the core issue of marshland deterioration caused by industrial activities. They advocate for more significant investment in coastal restoration, which they believe is crucial for the survival of marine life and the long-term health of the ecosystem. Commercial fishermen also point out the vast disparity between the industry's modest contributions to environmental efforts and its substantial earnings.
Sempra stock heads into the open after a 1.2 percent gain
Sempra stock gained 1.2 percent, closing at USD 81.31 on September 21, 2026, outperforming the S&P 500. The company had a market capitalization of USD 53.1 billion and is scheduled to trade ex-dividend on September 24, 2026, with a quarterly dividend of USD 0.65750. This follows news of a 20-year LNG supply agreement with Petrobras.
Sempra stock gains 1.2 percent on Petrobras LNG deal
Sempra's stock rose 1.2% to $81.31 following a 20-year LNG supply agreement with Petrobras for 0.8 million tonnes annually. This deal provides long-term volume visibility for Sempra Infrastructure. The company also confirmed a quarterly dividend of $0.6575 per share, payable on October 15, 2026.
Petrobras and Sempra agree to 20-year LNG supply from Texas
Petrobras has signed a 20-year agreement with Sempra for the supply of 0.8 million tonnes per year of liquefied natural gas (LNG) from the Port Arthur LNG Phase 2 complex in Texas. This strategic alliance makes Petrobras the first South American customer for this facility, which is projected to begin operations between late 2027 and 2031, depending on the phase. The deal diversifies Petrobras's energy sources and strengthens Sempra's role as a key international hydrocarbons supplier.
TC Energy announces sale of Guadalajara-Manzanillo Pipeline
TC Energy announced the sale of its Energía Occidente de México (EOM) entity, which owns the Guadalajara-Manzanillo Pipeline, to affiliates of ESENTIA Energy Development for $560 million (US$400 million). This move is part of TC Energy's strategy to optimize its portfolio and reinvest proceeds into growth opportunities across North America. The transaction is expected to close in the first half of 2027 and will allow TC Energy to continue its commitment to Mexico's energy needs through its remaining pipeline network.
Petrobras locks in 20-year US supply from Sempra’s LNG project in Lone Star State
Brazil's state-owned energy company Petrobras has signed a 20-year sales and purchase agreement with Sempra Infrastructure for the supply of approximately 0.8 million tonnes per annum (mtpa) of LNG. This LNG will come from Sempra's Port Arthur LNG Phase 2 project, which is currently under construction in Jefferson County, Texas. This agreement marks Petrobras as the first South American company in Sempra Infrastructure's LNG customer portfolio, strengthening its role in providing reliable U.S. natural gas.
Sempra (SRE), What Is Behind The Fresh Attention?
Sempra (SRE) has garnered renewed investor interest following a 20-year LNG supply agreement with Petrobras for its Port Arthur Phase 2 project, valued at approximately US$12 billion. While the stock has seen short-term declines, its 5-year total shareholder return remains positive. Investor narratives are mixed, with some viewing Sempra as undervalued due to its regulated asset base and growth prospects, while others, based on a DCF model, see it as overvalued.
Petrobras Inks 20-Year LNG Supply Deal with Sempra Infrastructure - News and Statistics
Petrobras, Brazil's state-owned energy company, has signed a 20-year agreement with Sempra Infrastructure for the supply of approximately 0.8 million tonnes per annum of LNG. The LNG will be sourced from Sempra's Port Arthur LNG Phase 2 project, currently under construction in Jefferson County, Texas. This deal marks Petrobras as the first South American company in Sempra Infrastructure's LNG customer portfolio and establishes a strategic relationship to supply U.S. natural gas globally.
Morgan Stanley Lowers Sempra Energy (NYSE:SRE) Price Target to $100.00
Morgan Stanley has lowered its price target for Sempra Energy (NYSE:SRE) to $100.00 from $104.00, while maintaining an "overweight" rating, suggesting a potential upside of 22.69%. The utilities provider's stock is currently trading near its 52-week low at $81.50, despite beating consensus earnings estimates with $1.16 EPS for the last quarter. Analyst sentiment for Sempra Energy remains generally favorable, with a "Moderate Buy" consensus rating and an average target price of $101.69.
