Sempra (SRE)
Owner of regulated California and Texas utilities alongside North American energy infrastructure.
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Operates regulated electric and gas utilities in California and Texas through SDG&E, SoCalGas and stakes in Oncor and Sharyland, earning through approved network investment and delivery charges. LNG terminals, pipelines and renewable-power assets remain in the portfolio while a pending sale would reduce that infrastructure platform to a minority interest.
Owns regulated energy networks across California and Texas. Sempra California combines SDG&E, which distributes electricity and gas around San Diego, with SoCalGas, a gas distribution, transmission and storage utility across Southern and Central California. Sempra Texas Utilities holds stakes in Oncor and Sharyland, electricity transmission and distribution businesses.
Also operates LNG terminals, gas pipelines and renewable-power assets in the United States and Mexico through Sempra Infrastructure. Execution centers on long-lived utility network investment and contracted infrastructure projects. The completed Ecogas sale and pending sale of a controlling infrastructure stake are concentrating capital on U.S. utilities; closing would leave a minority infrastructure interest.
Returns depend on rate approvals from California and Texas regulators. Oncor is ring-fenced and independently managed, limiting access to its cash and control over operations.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 3, 2026 | Truist Financial | Target | Target: $100 | Target: $96 |
| Sep 1, 2026 | Jefferies | Upgrade | Target: $101 | Target: $97 |
| Aug 31, 2026 | Mizuho Securities | Target | Target: $93 | Target: $84 |
| Aug 31, 2026 | Mizuho | Downgrade | ||
| Aug 13, 2026 | Truist Financial | Target | Target: $104 | Target: $100 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $154.0M · Total debt $36.66B · Total assets $115.28B · Shareholders' equity $32.71B
- Revenue
- $3.00B
- Operating income
- $832.0M
- Net income
- $797.0M
HistoryDividendAnnual yieldUpcoming
| Institutions | 92.82% | 606.77M shares | |
|---|---|---|---|
| 1,312 holders · as of Jun 30, 2026 | |||
| Insiders | 0.04% | 276.6K shares | |
| 18 holders · as of Jun 17, 2026 | |||
| Other | 7.14% | 46.66M shares | |
| remainder | |||
653.71M company shares as of Sep 19, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.22% | 60.28M | as of Jun 30, 2026 |
Wellington Management Group LLPInstitution | 6.70% | 43.81M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.53% | 42.68M | as of Jun 30, 2026 |
State Street CorpInstitution | 5.81% | 37.99M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.71% | 37.32M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 17, 2026 | Caroline Ann Winn | officer: Executive Vice President | −8,000 | $90.55 |
| May 18, 2026 | Pablo Ferrero | director | −2,600 | $89.53 |
| May 14, 2026 | Diana L. Day | officer: Chief Legal Counsel | −3,300 | $92.13 |
| Apr 1, 2026 | Justin Christopher Bird | officer: Executive Vice President | −1,128 | $96.69 |
| Mar 16, 2026 | Dyan Z. Wold | officer: VP, Controller and CAO | −1,539 | $95.38 |
- Cheniere Energy
Dominant US LNG exporter; head-to-head for global offtake and project capital.
- Edison International
Adjacent SoCal IOU; shares CPUC regime, wildfire fund, clean-energy mandates.
- PG&E
Northern California IOU; SoCalGas gas-LDC peer under the same CPUC framework.
- NextEra Energy
Largest US utility; ERCOT renewables, transmission, and contracted infra peer.
- Southern Company
Southeast electric and gas utility; Atlanta Gas Light is top LDC comp.
- Duke Energy
Largest US regulated electric utility; primary diversified-utility comp.
- American Electric Power
Texas ERCOT T&D peer; AEP Texas and Oncor share the same grid and PUCT rules.
- Atmos Energy
US's largest gas-only LDC; pure-play benchmark for SoCalGas investor valuation.
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Sempra | $80.98 | −0.02% | $53.09B | 23.5 | 15.6 | 3.9 | −0.1% |
| Cheniere Energy | $272.96 | −0.02% | $57.62B | 20.5 | 15.5 | 2.6 | +23.5% |
| Edison International | $55.05 | 0.00% | $21.14B | 5.7 | 8.8 | 1.1 | −4.1% |
| PG&E | $12.83 | −0.43% | $34.68B | 9.4 | 7.8 | 1.3 | +0.1% |
| NextEra Energy | $79.35 | +0.11% | $166.11B | 17.9 | 19.5 | 5.7 | +12.5% |
| Southern Company | $85.21 | +0.08% | $98.31B | 20.6 | 18.2 | 3.3 | +0.1% |
| Duke Energy | $116.16 | −0.13% | $91.01B | 17.5 | 17.2 | 2.7 | +1.1% |
| American Electric Power | $120.30 | +0.03% | $65.34B | 20.8 | 18.1 | 2.9 | +7.0% |
| Atmos Energy | $157.34 | −0.03% | $26.42B | 18.8 | 17.6 | 5.4 | +4.8% |
| Median | 18.3 | 17.4 | 2.8 | +3.0% |