Sempra Energy price target raised to $101 from $97 at Morgan Stanley
Morgan Stanley has increased its price target for Sempra Energy (SRE) to $101 from $97, maintaining an Overweight rating. This adjustment is part of the firm's January update for Regulated & Diversified Utilities / IPPs stocks in North America, noting that utilities have recently underperformed the S&P's return. The firm also anticipates a balanced discussion regarding data center pipelines during the upcoming Q4 earnings, considering increased affordability and political concerns.
The "Super Pipe" Revolution: FCC’s 900 MHz Expansion Signals a New Era for Anterix and the Future of Private Wireless
The FCC has unanimously approved the expansion of the 900 MHz broadband segment from 6 MHz to 10 MHz, creating a "super pipe" for private LTE networks. This decision significantly benefits Anterix Inc. (NASDAQ: ATEX), the primary license holder, boosting the value of its assets and enabling advanced applications for utilities and industrial giants. The move de-risks utility investments in private networks and positions Anterix for substantial growth, while potentially impacting traditional commercial wireless carriers.
Southern Co raises spending plan by 7% as data center power demand swells
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Sempra's Vista Pacifico LNG project hit by permit setback
Mexico’s national energy commission has denied Sempra's application for a natural gas marketing permit for its Vista Pacífico LNG project in Sinaloa. The mid-scale export terminal, intended to supply US natural gas to Pacific markets, now faces regulatory hurdles as it aims for a 2029 operational start date.
A dual-coast LNG strategy
Sempra Infrastructure is pursuing a dual-coast LNG strategy, developing facilities on both the US Gulf Coast and Mexico Pacific Coast to serve Atlantic and Pacific markets. The company's Vice President, Carlos de la Vega, discusses the progress of projects like Port Arthur LNG and Cameron LNG. This approach aims to provide competitive and flexible LNG supply to a global market.
Sempra (SRE) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
Sempra (SRE) is projected to surpass its upcoming earnings estimates, with analysts revising EPS expectations upward. Despite an anticipated year-over-year decline in earnings and revenue, the company's positive Zacks Earnings ESP of +4.73% combined with a Zacks Rank of #3 suggests a likely earnings beat. Investors are advised to consider other factors alongside the earnings forecast, as an earnings beat does not always guarantee stock price appreciation.
DTE Energy secures $242 million electric rate increase: How much bills rise next month
Michigan regulators approved a $242.4 million electric rate increase for DTE Energy, less than half of the utility's original request. This hike translates to a 4.1% increase in residential bills, accumulating to $4.93 more per month for customers starting March 5th. Michigan Attorney General Dana Nessel opposed the rate hike, citing continued reliability and affordability concerns despite DTE Energy reporting $1.53 billion in operating earnings for 2025.
Opinion: Don’t let natural gas exports wreck the Gulf of California ecosystem
This opinion piece argues against Sempra's proposed Vista Pacifico LNG project in Mexico's Gulf of California, also known as the Sea of Cortez. The authors, Mary D. Nichols and Joel R. Reynolds, contend that the project, intended for natural gas export to Asia, directly contradicts Sempra's environmental commitments and threatens the region's rich biodiversity, recognized globally as a World Heritage Site. They highlight the ecological damage from increased shipping traffic, pollution, and the perpetuation of the global climate crisis.
Sempra (SRE) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
Sempra (SRE) is anticipated to surpass earnings estimates for the quarter ending December 2025, with analysts revising their EPS expectations upwards. This positive outlook is supported by a strong Zacks Earnings ESP of +4.73% and a Zacks Rank of #3 (Hold), indicating a high probability of an earnings beat. Despite a projected year-over-year decline in both earnings and revenue, the stock's potential movement depends on how actual results compare to these revised estimates, considering its history of beating EPS consensus three out of the last four quarters.
Sempra Energy (SRE) Expected to Announce Quarterly Earnings on Thursday
Sempra Energy (SRE) is scheduled to announce its Q4 2025 earnings before the market opens on Thursday, February 26th, with analysts forecasting an EPS of $1.12 and revenue of $3.8162 billion. The stock, currently trading at $91.66, has a "Moderate Buy" consensus rating and a target price of $95.83. Recent insider selling by CFO Karen L. Sedgwick involved 7,564 shares, reducing her stake by 15.5%.
ONE Gas Q4 Earnings Beat Estimates, Revenues Increase Y/Y
ONE Gas (OGS) reported strong financial results for Q4 and full-year 2025, with Q4 operating earnings per share of $1.48 surpassing estimates by 4% and revenues reaching $689.4 million, beating expectations. The company also provided a positive outlook for 2026, projecting adjusted earnings per share between $4.83 and $4.95 and outlining significant capital investments for system integrity.
Sempra (SRE) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
Sempra (SRE) is expected to beat its fourth-quarter 2025 earnings estimates, with the Zacks Earnings ESP indicating a positive surprise. The company is projected to report a year-over-year decline in earnings and revenues, but recent analyst revisions have pushed the consensus EPS estimate higher. Combining a positive Earnings ESP of +4.73% with a Zacks Rank #3 (Hold) suggests a high probability of an earnings beat for Sempra.
Sempra (SRE) Confronts Legal Uncertainty, Analysts Adjust Targets
Sempra (SRE) is facing legal challenges concerning its SoCalGas unit's response to the Eaton fire, leading to adjustments in analyst price targets. Jefferies lowered its target to $89 citing California risks and increased operational uncertainties, while BMO Capital cut its target to $100 but maintained an Outperform rating, viewing the stock's plunge as an overreaction. Both firms acknowledged the impact of this lawsuit on Sempra's projections and investor sentiment.
Did Strong Q4 Earnings and a Higher Dividend Just Shift CMS Energy's (CMS) Investment Narrative?
CMS Energy reported strong Q4 2025 earnings and full-year results, alongside approving an increase in its common dividend to US$0.57 per share. These actions, combined with a new omnibus shelf registration, support the company's existing narrative of being a regulated Michigan utility investing in grid and clean energy projects. However, investors should also be aware of the significant future financing needs and potential for shareholder dilution due to a large investment pipeline.
Sempra Stock Just Moved – What US Investors Need to Know Now
Sempra (NYSE: SRE) has released significant updates that could influence its position in the US energy market, offering investors exposure to regulated utilities, clean power development, and LNG exports. Analysts view Sempra as a defensive stock with growth potential, particularly if interest rates decline, benefiting from US infrastructure spending and global demand for LNG. While not a high-growth "meme stock," Sempra is positioned as a solid, long-term holding for income-focused investors, though it carries risks related to regulation, interest rates, project execution, and climate events.
Vanguard Group Inc. Has $6.81 Billion Stock Position in Sempra Energy $SRE
Vanguard Group Inc. significantly increased its stake in Sempra Energy by 14.2% in Q3, now owning 75.7 million shares valued at $6.81 billion, representing 11.61% of the company. Despite insider sales totaling over $880,000, institutional investors hold 89.65% of the stock. Analysts currently rate Sempra Energy as a "Moderate Buy" with a consensus target price of $95.83.
Can Southern Company Q4 Earnings Overcome Weather Risks?
Southern Company (SO) is set to release its Q4 earnings on Feb. 19, with estimates forecasting a profit of 56 cents per share on $6.9 billion in revenues. While the company recorded solid Q3 earnings due to investments and customer growth, Q4 performance may be impacted by unusually warm weather in the Southeast, which could reduce heating-related electricity usage. Additionally, increased financing and depreciation expenses from recent debt issuance might weigh on profitability, despite firm load growth and new large-load contracts providing revenue visibility.
M&G PLC Has $74.54 Million Holdings in Sempra Energy $SRE
M&G PLC has reduced its stake in Sempra Energy by 6.0% in the third quarter, now owning 828,251 shares valued at $74.54 million. Despite M&G PLC's reduction, several other institutional investors, including Vanguard Group Inc. and JPMorgan Chase & Co., significantly increased their holdings in Sempra Energy. Analysts currently rate Sempra Energy as a "Moderate Buy" with a consensus target price of $95.83, while company insiders have recently sold shares totaling over $1.38 million.
HighTower Advisors LLC Cuts Stock Position in Sempra Energy $SRE
HighTower Advisors LLC reduced its stake in Sempra Energy (NYSE:SRE) by 1.4% in the third quarter, now owning 1,318,918 shares valued at $118,676,000. Despite this reduction, several other institutional investors increased their holdings in Sempra Energy. Wall Street analysts have issued a "Moderate Buy" rating for Sempra Energy with an average target price of $95.83, and company insiders have recently sold shares.
Aberdeen Group plc Has $83.22 Million Holdings in Sempra Energy $SRE
Aberdeen Group plc increased its stake in Sempra Energy (NYSE:SRE) by 46.2% in the third quarter, bringing its total holdings to 927,758 shares valued at $83.22 million. Other institutional investors like Vanguard Group Inc., State Street Corp, and Geode Capital Management LLC also increased their positions. Company insiders sold shares totaling over $1.38 million in recent months.
NextDecade Faces Brownsville LNG Crowding As Rio Grande Project Advances
NextDecade's Rio Grande LNG project continues amidst increasing competition in Brownsville, as Texas LNG also secures financing for its own facility. This concentration of LNG infrastructure could impact NextDecade's future partnerships and financial conditions, especially given its current low revenue and short cash runway. Investors are advised to monitor construction progress, financing developments, and customer preferences at the port.
Sempra Energy (NYSE:SRE) Short Interest Down 26.7% in January
Sempra Energy (NYSE:SRE) experienced a significant 26.7% decline in short interest in January, totaling 8,681,923 shares, which translates to a 1.5-day days-to-cover ratio. The stock is currently trading near its 52-week high, with analysts giving it a "Moderate Buy" consensus rating and an average price target of $95.83. Despite insider selling activity totaling over $1.39 million in the last quarter, institutional investors own a substantial 89.65% of the company's stock.
Fermi’s Bold Steps into Energy Sector: Strategic Loan Acquisition Expands Horizon
Fermi Inc. has secured a $500 million loan from MUFG Bank to fund an 11-gigawatt energy park and acquire Siemens Energy F-class turbines, driving its stock up by 11.18%. While this move signals strong growth potential and investor confidence, concerns about inflated tenant demand for Project Matador raise questions about the company's financial transparency. The market shows a mixed reaction of excitement and trepidation regarding Fermi's ambitious energy sector expansion.
TotalEnergies Expects Mexico’s Energía Costa Azul LNG Terminal to Enter Service This Year
TotalEnergies SE anticipates that new LNG export projects, including the Energía Costa Azul terminal in Mexico and facilities in Qatar, will begin operations this year. These projects are expected to counteract a decline in global natural gas prices by increasing supply. The company is actively expanding its LNG portfolio and foresees a rise in its oil and gas production.
YPF-Eni-XRG agreement triggers LNG project engineering work
Argentina's national oil firm YPF has signed a binding joint development agreement (JDA) with partners Eni and XRG for its LNG exporting project. This agreement initiates front-end engineering design (FEED) and related activities for a phase aiming for 12Mt/y production via two floating liquefaction units. A final investment decision is anticipated in the first half of the year, with associated infrastructure including a 520km pipeline from Vaca Muerta.
NiSource (NI) Earnings Growth And 14.1% Margin Put Bullish Narratives To The Test
NiSource (NI) reported Q3 FY 2025 revenue of US$1.3 billion and basic EPS of US$0.20, with a trailing twelve-month EPS of US$1.90 and revenue of US$6.3 billion, demonstrating 20.7% earnings growth and a 14.1% net margin. While these figures support some bullish narratives, the article highlights areas of concern including significant quarterly EPS swings, a P/E ratio above the industry average, a share price exceeding its DCF fair value, and weak dividend and interest coverage by free cash flow. These factors suggest potential challenges to the long-term earnings durability and financial health despite current growth.
Is It Time To Reassess Sempra (SRE) After Its Recent Share Price Climb?
Sempra's stock has seen recent gains, returning 3.1% in 7 days and 11.0% over the past year, prompting a reassessment of its valuation. A Discounted Cash Flow (DCF) analysis suggests Sempra is significantly undervalued by 65.7% at its current price of US$89.70, with an intrinsic value estimated around $261.46 per share. However, its Price-to-Earnings (P/E) ratio of 27.76x is close to Simply Wall St's "Fair Ratio" of 28.80x, indicating the shares are priced roughly in line with these fundamentals.
Fermi nets USD 500m for massive private energy campus in Texas
Fermi has secured USD 500 million in financing for a large-scale private energy campus in Texas. The campus will focus on solar power and energy storage, highlighting a significant investment in renewable energy infrastructure in the USA. This development underscores the growing trend of private sector involvement in building sustainable energy solutions.
Sempra’s SoCalGas Showcases Fuel Flexible Microgrids And CHP At World Ag Expo
Sempra's subsidiary, SoCalGas, is showcasing fuel-flexible microgrid and combined heat and power (CHP) solutions at the World Ag Expo in California. These systems are designed to provide resilient energy infrastructure for agricultural and community operations. The initiative highlights Sempra's focus on grid modernization and building reliable, lower-carbon energy solutions using existing gas infrastructure, with potential for future project wins and regulated assets.
Sempra to Report Fourth-Quarter and Full-Year 2025 Earnings on February 26
Sempra (NYSE: SRE) announced that it will release its fourth-quarter and full-year 2025 earnings results by 8 a.m. ET on Thursday, February 26. The company will also provide an update on its five-year financial plan. Senior leaders will host a conference call with a slide presentation at 12 p.m. ET on the same day for investors and analysts.
ONCOR TO RELEASE 2025 RESULTS FEBRUARY 26 (2026-02-10)
Oncor Electric Delivery Company LLC will release its fourth quarter and year-end 2025 financial results on February 26, 2026, ahead of Sempra's earnings call. Sempra executives will host a conference call on the same day at 12 p.m. ET to discuss Oncor's operational and financial performance. Oncor's Annual Report on Form 10-K for 2025 will be filed with the SEC after Sempra's call.
ONCOR TO RELEASE 2025 RESULTS FEBRUARY 26
Oncor Electric Delivery Company LLC (Oncor) is scheduled to release its fourth-quarter and year-end 2025 financial results on February 26, 2026, before Sempra's conference call. Sempra executives will host a webcast at 12 p.m. ET on the same day to discuss these results, and Oncor's annual report (Form 10-K) will be filed with the SEC after the Sempra call. Oncor operates the largest electricity transmission and distribution system in Texas, delivering power to over 4.1 million homes and businesses.
Reaves W H & Co. Inc. Increases Stock Position in Sempra Energy $SRE
Reaves W H & Co. Inc. has increased its stake in Sempra Energy (NYSE:SRE) by 3.4% in the third quarter, now owning 1,595,828 shares valued at $143.59 million. This makes Sempra Energy the fund's 15th largest holding, comprising 2.6% of its portfolio. Other institutional investors also adjusted their positions, and the article details Sempra Energy's stock performance, recent insider trading, and analysts' ratings.
Sempra Energy $SRE Shares Sold by Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA reduced its stake in Sempra Energy (NYSE:SRE) by 16.3% in the third quarter, selling 77,518 shares, though other institutional investors like Norges Bank and Marshall Wace LLP significantly increased their positions. Sempra Energy's stock is up 0.2%, with a market capitalization of $57.14 billion and a P/E ratio of 26.85. Insider selling was also reported, with CFO Karen L. Sedgwick and EVP Caroline Ann Winn selling shares totaling over $700,000.
AI-Powered Energy Independence – The New Solutions of Ktech Tackle Grid Crises and Outage Protection at Intersolar 2026
Ktech, a global leader in integrated energy solutions, is set to unveil six new inverters and a high-performance battery system at Intersolar North America 2026. These new products are designed to address the urgent grid challenges in North America, including power outages and rising electricity rates, by offering homeowners energy independence and potential earnings through Virtual Power Plant (VPP) participation. The company emphasizes its AI-driven intelligent home energy management system (iHEMS) for optimizing energy use and its commitment to local support and regional compatibility in the North American market.
Sempra to Report Fourth-Quarter and Full-Year 2025 Earnings on February 26
Sempra (NYSE: SRE) announced it will release its fourth-quarter and full-year 2025 earnings results by 8 a.m. ET on Thursday, February 26, which will also include an update on its five-year financial plan. Senior leaders will host a conference call with a slide presentation at 12 p.m. ET on the same day. Interested parties can register to listen to the live webcast and view related materials on Sempra's Investors site.
Sempra to Report Fourth-Quarter and Full-Year 2025 Earnings on February 26
Sempra (NYSE: SRE) announced that it will release its fourth-quarter and full-year 2025 earnings results on Thursday, February 26, by 8 a.m. ET. The company will also provide an update on its five-year financial plan and host a conference call with a slide presentation at 12 p.m. ET on the same day. Investors and analysts can register to access the webcast and materials via Sempra's Investors site.
Nexra secures O&M campaign in Taiwan
Nexra, Cadeler's service concept, has secured an Operations & Maintenance (O&M) campaign in Taiwan valued at over EUR 20 million. The contract, focusing on two offshore wind farms, will be executed by Cadeler’s Wind Maker vessel starting March 2026 for 3-4 months. This deal highlights Nexra's capability in delivering O&M services for the rapidly expanding operational wind turbine segment.
At World Ag Expo, SoCalGas offers bill help, rebates and safety tips
Southern California Gas Co. (SoCalGas) is participating in the World Ag Expo on February 9, 2026, to provide customers with information on safety, energy affordability programs, and reliability resources. The company will offer details on bill assistance, energy-efficiency rebates, pipeline safety, and showcase microgrid and combined heat and power (CHP) solutions developed with BSD Builders, aiming to ensure continuous, fuel-flexible power for critical facilities. SoCalGas has been a consistent participant in the expo since 1968, demonstrating its long-standing commitment to the agricultural community and its customers in the San Joaquin Valley.
Assessing Sempra (SRE) Valuation After Earnings Beat And Ongoing Analyst Optimism
Sempra (SRE) reported Q3 2025 earnings that surpassed analyst expectations, with revenue of US$3.2 billion and adjusted EPS of US$1.11. Despite a recent slip in its share price, the company's 1-year total shareholder return remains positive at 10.05%, supported by dividends. Analyst narratives suggest Sempra is undervalued, with a fair value pegged around $99.60, driven by its LNG export projects, though a higher P/E ratio compared to the industry indicates a potential quality premium or valuation risk.
Sempra Energy (SRE) Stock Price, News & Analysis $SRE
Sempra Energy (SRE) is an energy infrastructure company involved in electricity and natural gas delivery, experiencing strong analyst interest and moderate buy ratings. The company's stock is trading at $87.50, has a P/E ratio of 26.84, and offers a dividend yield of 2.95%, with expectations for earnings growth. Analyst coverage remains robust, and the company has shown consistent dividend increases over two decades.
Sempra Hydrogen Petition Seeks Faster Clarity On Future Gas Investments
Sempra's subsidiaries, Southern California Gas Co. and San Diego Gas & Electric, have petitioned California regulators to remove a 5% hydrogen blending demonstration requirement, arguing that sufficient data already exists. This move aims to accelerate clarity on hydrogen blending rules, potentially influencing Sempra's future capital plans and regulatory discussions. The petition fits into Sempra's broader strategy of integrating its gas networks into California's clean energy transition by leveraging existing infrastructure for decarbonization.
The Gauntlet Begins: Kratos and Red Cat Face Off for $1.1 Billion Drone Supremacy
Kratos Defense & Security Solutions, Inc. and Red Cat Holdings, Inc. are among 25 drone manufacturers competing in the War Department's $1.1 billion Drone Dominance Program. This program, initiated by Secretary of War Pete Hegseth, aims to rapidly acquire and deploy low-cost, unmanned attack drones to enhance U.S. military drone capabilities. The first evaluation event, "Gauntlet I," begins on February 18 at Fort Benning, where military operators will directly control vendor systems, with selected drones expected on the front lines within five months.
Canada Post Corp Registered Pension Plan Purchases 52,274 Shares of Sempra Energy $SRE
Canada Post Corp Registered Pension Plan has significantly increased its stake in Sempra Energy, purchasing an additional 52,274 shares to bring its total holdings to 75,410 shares valued at approximately $6.76 million. This move comes as Sempra Energy reported stronger-than-expected earnings, with EPS of $1.11 and revenue up 13.5% year-over-year. While institutional ownership remains high, some corporate insiders have recently sold shares, though analysts maintain a "Moderate Buy" rating with a target price of $95.83.
Sempra Energy $SRE Stake Lessened by Envestnet Asset Management Inc.
Envestnet Asset Management Inc. reduced its stake in Sempra Energy (NYSE:SRE) by 5.6% in the third quarter, selling 84,685 shares and now owning 1,430,820 shares worth approximately $128.7 million. Despite this reduction, other large institutional investors like Norges Bank and Vanguard Group Inc. either hold significant positions or increased their holdings, with institutional ownership standing at 89.65%. Insider selling also occurred, with two executives disposing of 15,074 shares worth about $1.39 million in the last 90 days.
A Look At NiSource (NI) Valuation As Shares Trade Near Narrative Fair Value Estimate
NiSource (NI) shares are trading around $43.93, close to its narrative fair value estimate of $46.75, implying it is 6% undervalued based on assumptions of long-term regulated growth. The company's proactive engagement in economic development and decarbonization investments is expected to drive 6-8% annual EPS growth. However, its current P/E ratio of 23.5x is higher than the industry average, suggesting less room for error.
Sempra Hydrogen Petition Seeks Faster Clarity On Future Gas Investments
Sempra's subsidiaries, Southern California Gas Co. and San Diego Gas & Electric, have petitioned California regulators to remove a 5% hydrogen blending demonstration requirement, arguing existing data is sufficient. This move aims to accelerate clarity on hydrogen blending rules, potentially influencing future capital plans and regulatory discussions for Sempra (NYSE:SRE). The petition is seen as a strategic step for Sempra to shape the regulatory environment for its gas networks in California's decarbonization efforts, rather than an immediate financial impact.
J.P. Morgan Initiates Sempra Energy(SRE.US) With Buy Rating, Announces Target Price $98
J.P. Morgan has initiated coverage on Sempra Energy (SRE.US) with a "buy" rating, setting a target price of $98. Analyst Aidan Kelly, who initiated the coverage, has a 50.0% success rate and 0.0% average return over the past year, according to TipRanks data. This information is provided for educational purposes and does not constitute investment advice.
Sempra Energy (SRE) Rated Overweight by JPMorgan with $98 Target
JPMorgan has reinstated coverage on Sempra Energy (SRE) with an Overweight rating and a new price target of $98, signaling confidence in the company's potential to benefit from infrastructure demand in Texas. Despite its strategic positioning and solid operational efficiency, Sempra faces financial challenges including significant leverage and a low Altman Z-Score, indicating potential risks. Investors are advised to consider the company's valuation metrics and insider selling trends alongside its growth prospects.
Sempra Hydrogen Petition Tests California Policy And Long Term Investment Case
Sempra's subsidiaries, SoCalGas and San Diego Gas & Electric, have petitioned California regulators to accelerate hydrogen blending in natural gas networks, citing new safety research. This move by NYSE:SRE is significant for investors as it could influence future capital allocation and regulatory treatment within Sempra's gas infrastructure and long-term energy transition plans. The outcome will shape hydrogen's role in decarbonizing California's gas systems and impact Sempra's capital spending priorities.
