Sempra
About: Sempra Energy serves one of the largest utility customer bases in the United States. It distributes natural gas and electricity in Southern California and owns 80% of Oncor, a transmission and distribution business in Texas. SoCalGas and San Diego Gas & Electric distribute gas to more than 20 million customers, while Oncor serves more than 10 million Texas customers. Sempra Infrastructure partners, of which Sempra holds a controlling ownership, owns and operates liquefied natural gas facilities in North America and infrastructure in Mexico.
Employees: 16,773
0
Funds holding %
of 7,323 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
117% more call options, than puts
Call options by funds: $325M | Put options by funds: $149M
0% more repeat investments, than reductions
Existing positions increased: 413 | Existing positions reduced: 413
5% less funds holding
Funds holding: 1,189 [Q4 2024] → 1,125 (-64) [Q1 2025]
6.07% less ownership
Funds ownership: 92.38% [Q4 2024] → 86.31% (-6.07%) [Q1 2025]
21% less first-time investments, than exits
New positions opened: 133 | Existing positions closed: 169
22% less capital invested
Capital invested by funds: $51.3B [Q4 2024] → $40.1B (-$11.2B) [Q1 2025]
27% less funds holding in top 10
Funds holding in top 10: 11 [Q4 2024] → 8 (-3) [Q1 2025]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$71
13%
downside
Avg. target
$80
1%
downside
High target
$88
8%
upside
3 analyst ratings
2 positive
67%
1 neutral
33%
0 negative
0%
Barclays Nicholas Campanella | 13%downside $71 | Equal-Weight Maintained | 10 Jul 2025 |
Morgan Stanley David Arcaro | 8%upside $88 | Overweight Maintained | 18 Jun 2025 |
BMO Capital James Thalacker | 0%downside $81 | Outperform Maintained | 12 May 2025 |
Financial journalist opinion
Based on 8 articles about SRE published over the past 30 days
Positive
Zacks Investment Research
7 hours ago
Sempra (SRE) Could Be a Great Choice
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Sempra (SRE) have what it takes?
Neutral
PRNewsWire
11 hours ago
SoCalGas' Energy Efficiency Programs Save Customers More Than $95 Million in 2024
LOS ANGELES , July 30, 2025 /PRNewswire/ -- Southern California Gas Co. (SoCalGas) announced today that its energy efficiency programs helped customers save more than $95 million on their utility bills last year. Customers saved more than 50 million net therms of energy, enough to meet the annual natural gas needs of nearly 125,000 California homes.
Neutral
PRNewsWire
2 days ago
SDGE Wins Two Chartwell Awards for Excellence in Outage Operations and Communications
SAN DIEGO , July 28, 2025 /PRNewswire/ -- San Diego Gas & Electric (SDGE) announced today that it has been honored with two 2025 Chartwell Best Practices Awards: the Gold Award for Excellence in Outage Operations and the Silver Award for Excellence in Outage Communications. The awards recognize SDGE's leadership in safeguarding communities during extreme weather events and advancing innovative technologies to help reduce wildfire risks and power outages.
Neutral
PRNewsWire
1 week ago
ONCOR TO RELEASE SECOND QUARTER 2025 RESULTS AUGUST 7
DALLAS , July 22, 2025 /PRNewswire/ -- Oncor Electric Delivery Company LLC ("Oncor") plans to release its second quarter 2025 results on August 7, prior to Sempra's (NYSE: SRE) second quarter 2025 results conference call. Oncor's earnings release will be available on Oncor's website, oncor.com.
Neutral
PRNewsWire
1 week ago
Sempra to Report Second-Quarter 2025 Earnings August 7
SAN DIEGO , July 21, 2025 /PRNewswire/ -- Sempra (NYSE: SRE) plans to release its second-quarter 2025 earnings by 8 a.m. ET on Thursday, August 7.
Positive
Zacks Investment Research
1 week ago
These 2 Utilities Stocks Could Beat Earnings: Why They Should Be on Your Radar
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
Positive
Seeking Alpha
2 weeks ago
Sempra: Why It Remains A Buy Now
Sempra is a utility with a 15-year dividend growth streak. The company's management had the confidence to issue a forecast of 7% to 9% annual adjusted EPS growth through 2029. Sempra is trading 9% below our fair value estimate.
Positive
Seeking Alpha
3 weeks ago
Sempra: Key Player In A Vital Industry That's Potentially Undervalued
Sempra is undergoing a major investment cycle, targeting growth in key markets, with a $56 billion plan focused on regulated utilities. Despite recent earnings disappointments and regulatory risks, Sempra's long-term EPS growth target of 7-9% CAGR and attractive valuation present a compelling opportunity. I rate Sempra a Buy for its growth potential, exposure to vital energy markets, and favorable risk/reward, while acknowledging execution and regulatory risks.
Neutral
PRNewsWire
1 month ago
SoCalGas Donates $75,000 to Pasadena Chamber Foundation to Support Altadena Small Business Recovery Following Eaton Fire
LOS ANGELES , June 24, 2025 /PRNewswire/ -- The Pasadena Chamber of Commerce Foundation (PCCF) announced today a $75,000 donation from Southern California Gas Co. (SoCalGas) to support small businesses in Altadena, California, impacted by the recent Eaton Fire. The donation will help local businesses recover and reopen, and will cover critical expenses such as relocation, equipment replacement, and operational restart costs.
Neutral
PRNewsWire
1 month ago
SoCalGas Joins Forces with Labor Community Services to Help Address Hunger at 33rd Annual "Stamp Out" Hunger Food Drive
Media assets here LOS ANGELES , June 20, 2025 /PRNewswire/ -- Southern California Gas Co. (SoCalGas) once again joins forces with Labor Community Services (LCS) to support the 33rd Annual National Association of Letter Carriers' (NALC) "Stamp Out Hunger" Food Drive. This year, SoCalGas will bring 100 volunteers to help sort over 1 million pounds of food donations collected across Los Angeles County.
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