SRE stock forecast, quote, news & analysis

Key Takeaways

• Sempra shares traded near $82.78 in mid-October 2026, roughly flat over the trailing 30 days after rebounding from a 52-week low of $76.21 set on September 29, 2026.
• The stock remains well below its 52-week high of $101.04 (April 9, 2026) and has declined roughly 9.9% over the trailing three months.
• Texas utility Oncor and data-center-driven electricity demand anchor the bull case, supported by an April 2026 rate order authorizing a 9.75% return on equity.
• California wildfire-liability risk and a delayed ECA LNG Phase 1 milestone continue to weigh on investor sentiment.
• Management has reaffirmed 2026 adjusted EPS guidance of $4.80 to $5.30 and a 7% to 9% long-term EPS growth target.

Current Market Snapshot

Sempra (SRE) traded near $82.78 as of the October 20, 2026 close, with a market capitalization of roughly $54 billion. The shares carry a trailing price-to-earnings ratio near 24, a five-year beta of about 0.56, and a forward dividend of $2.63 per share, implying a yield near 3.2%. The stock is trading below both its 50-day and 200-day moving averages, reflecting the broader pullback in utility equities through the second half of 2026. Over the past month, however, Sempra has stabilized after setting its 52-week low in late September, even as a 52-week range of $76.21 to $101.04 underscores how far the shares remain from their spring peak. Wall Street sentiment remains constructive on balance, with a consensus Buy rating and an average analyst price target near $93.63, according to recent third-party data.

Sempra (SRE) Business Overview and Competitive Position

Sempra is a San Diego-based energy infrastructure holding company operating through three segments. Sempra California includes San Diego Gas & Electric (SDG&E) and Southern California Gas (SoCalGas), regulated utilities serving millions of electric and natural gas customers across Southern and Central California. Sempra Texas Utilities reflects Sempra's roughly 80% economic interest in Oncor, the largest electricity transmission and distribution system in Texas, delivering power to more than 4.1 million homes and businesses across more than 145,000 circuit miles of lines. Sempra Infrastructure develops and operates energy infrastructure, including liquefied natural gas (LNG) export facilities and assets in Mexico. This diversified structure gives Sempra exposure to both stable, rate-regulated cash flows and higher-growth Texas and LNG opportunities, which is why investors closely track its capital plan, rate cases, and execution milestones.

Recent Developments Driving SRE

Several verified developments have shaped Sempra's recent trading. In its second-quarter 2026 results, reported on August 6, Sempra posted adjusted EPS of $1.16, up about 30% year over year, and reaffirmed its full-year guidance. Texas remained the standout, with Oncor benefiting from a favorable April 2026 base rate review that set a 9.75% authorized return on equity and introduced a Unified Tracker Mechanism, alongside accelerating demand from data centers and large industrial loads.

On the capital-recycling front, Sempra has continued advancing the sale of a 45% stake in Sempra Infrastructure Partners to KKR and the CPP Investment Board for roughly $10 billion, a transaction expected to deconsolidate about $9 billion of debt and strengthen the balance sheet. Offsetting these positives, ECA LNG Phase 1 experienced compressor damage that pushed its substantial completion into the fourth quarter of 2026. Meanwhile, California wildfire liability remains an overhang: Sempra has cautioned that claims against the state's Wildfire Fund tied to recent Los Angeles-area fires could materially reduce or exhaust the fund, and SDG&E implemented public safety power shutoffs in early October during elevated fire weather. Activist investor Voss Capital has also publicized a thesis arguing that Oncor is undervalued within Sempra's structure and could warrant a spin-off.

Trending AI Robots

Tickeron's Trending AI Robots page showcases a curated selection of AI-powered trading bots. Tickeron offers hundreds of automated bots that collectively trade thousands of tickers across a range of strategies and timeframes, but only the top-performing and most relevant bots are featured in this section. Each bot is designed around different approaches, holding periods, and performance metrics, allowing traders to explore signals that align with their own objectives and risk tolerance. The section is intended as a discovery tool for those evaluating algorithmic approaches to the market. Visitors can browse the current lineup to see which strategies are generating notable results across today's market conditions.

2026 Outlook and What Investors Should Watch

Looking ahead, Sempra's third-quarter 2026 results are scheduled for November 5, 2026, with Oncor releasing its results the same day, making the earnings call a key near-term checkpoint for guidance and Texas load-growth commentary. Investors should monitor the closing of the Sempra Infrastructure Partners stake sale and the resulting balance-sheet improvement, as well as Oncor's capital plan, which includes a roughly $47.5 billion base program through 2030 plus additional upside tied to transmission buildout. In California, regulatory developments, wildfire legislation, and pending general rate case filings will influence the outlook for SDG&E and SoCalGas. LNG execution remains another swing factor, including progress on ECA LNG Phase 1 and Port Arthur LNG. Macroeconomic conditions such as interest rates will also matter, given the capital-intensive nature of the business. These are factors to watch rather than a basis for near-term price predictions.

Disclaimer

The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.

Disclaimers and Limitations