SREUtilities · Utilities - DiversifiedThe 20 Wall Street analysts covering Sempra hold a median 12-month price target of $99 — +20.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 40 of 100 as at 14 Oct 2026 — in the lower half.
Consensus tells you what everyone already believes. The model scores Sempra on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Issuance (80): The share count has been shrinking and the company is not leaning on new borrowing.
Volatility (35): The share price moves around a lot.
Size (5): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on SRE, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +20.7% from it.
Of the 20 most recent actions, 0 moved their price target up and 11 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 14 Oct 2026 | Truist Securities | Maintains | Buy | $96 → $94 |
| 12 Oct 2026 | Barclays | Maintains | Overweight | $103 → $90 |
| 12 Oct 2026 | JP Morgan | Maintains | Overweight | $102 → $99 |
| 29 Sept 2026 | Scotiabank | Initiates | Sector Perform | — |
| 29 Sept 2026 | Scotiabank | Initiates | Sector Perform | $83 |
| 18 Sept 2026 | Morgan Stanley | Maintains | Overweight | $104 → $100 |
| 18 Sept 2026 | Morgan Stanley | Maintains | Overweight | — |
| 3 Sept 2026 | Truist Securities | Maintains | Buy | — |
| 3 Sept 2026 | Truist Securities | Maintains | Buy | $100 → $96 |
| 2 Sept 2026 | JP Morgan | Maintains | Overweight | — |
| 2 Sept 2026 | JP Morgan | Maintains | Overweight | $113 → $102 |
| 1 Sept 2026 | Jefferies | Upgrade | Buy | — |
| 1 Sept 2026 | Jefferies | Upgrade | Buy | $101 → $97 |
| 31 Aug 2026 | Mizuho | Downgrade | Neutral | — |
| 31 Aug 2026 | Mizuho | Downgrade | Neutral | $104 → $84 |
| 21 Aug 2026 | Morgan Stanley | Maintains | Overweight | $108 → $104 |
| 21 Aug 2026 | Morgan Stanley | Maintains | Overweight | — |
| 13 Aug 2026 | Truist Securities | Maintains | Buy | — |
| 13 Aug 2026 | Truist Securities | Maintains | Buy | $107 → $100 |
| 22 July 2026 | BMO Capital | Maintains | Outperform | $103 → $102 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. SRE appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 14 Oct 2026, Sempra returned −7.5% against +17.5% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 32% of US stocks
Cheaper than 30% of US stocks
Cheaper than 50% of US stocks
Cheaper than 19% of US stocks
Higher than 27% of US stocks
Higher than 79% of US stocks
Higher than 67% of US stocks
Higher than 86% of US stocks
Higher than 80% of US stocks
Higher than 56% of US stocks
Higher than 58% of US stocks
Higher than 87% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Sempra has a market value of $53.6B and an enterprise value of $100.9B.
Revenue in the twelve months to 30 June 2026: $13.6B. The latest quarter shrank 0.1% year on year.
Net income over the same four quarters: $2.7B, a 20.1% net margin.
Diluted earnings per share, trailing twelve months: $3.45.
Free cash flow in the twelve months to 30 June 2026: −$5.2B, after $10.7B of capital spending.
Sempra spent $921.0M on share buybacks and $1.7B on dividends in the twelve months to 30 June 2026.
Trailing P/E: 23.7×; forward P/E: 14.8× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 3.21%, paying out 75% of earnings.
Sempra employs 15,938 people — $850K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| SRESempra | $53.6B | 40 |
| AESThe AES Corp. | $10.7B | 66 |
| AVAAvista Corp. | $3.0B | 65 |
| DDominion Energy, Inc.* | $53.6B | 45 |
| VSTVistra Corp.* | $51.4B | 27 |
| ETREntergy Corp.* | $49.9B | 36 |
| XELXcel Energy, Inc.* | $47.0B | 26 |
* Nearest Utilities names by size — few utilities - diversified companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Sempra — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks Investment Research highlights its Zacks Earnings ESP as a way to identify stocks expected to beat quarterly earnings estimates. The headline refers to two oils and energy stocks but does not name them in the provided excerpt.
Why it matters — The excerpt offers no Sempra-specific earnings information, so it provides little direct insight for SRE watchers.
Los Angeles Mayor Karen Bass, public officials and community leaders joined SoCalGas, a Sempra subsidiary, to celebrate the company’s new downtown Los Angeles headquarters at 2CAL, 350 S. [street details not provided].
Why it matters — The event concerns a headquarters relocation by a Sempra subsidiary, making it relevant to SRE watchers tracking company operations.
Sempra (SRE) received an upgraded Buy rating from Seeking Alpha, which cited a strong margin of safety in the current valuation following recent stock declines. The upgrade was supported by Texas investments, LNG growth including a 20-year Petrobras deal, solid balance sheet and earnings, and long-term EPS growth guidance of 7–9%.
Why it matters — A SRE watcher would care because the upgrade highlights the company's growth drivers—including Texas rate base expansion to 60% of the 2030 total and LNG growth—that back its dividend yield and targeted 2–4% annual dividend growth.
Sempra Infrastructure announced a 20-year sales and purchase agreement with Petrobras to supply approximately 0.8 million tonnes per annum of LNG. The agreement was disclosed via press release on September 14, 2026.
Why it matters — The long-term supply agreement with a major global energy company adds secured, multi-decade demand for Sempra's LNG business, supporting the stability and visibility of its infrastructure portfolio.
CNBC reported that top Wall Street analysts recommend three dividend stocks for higher returns. The analysts' ratings are backed by in-depth research of company financials and thorough analysis of factors affecting business performance.
Why it matters — Sempra (SRE), as a dividend-paying utility, may be among the recommended dividend stocks, making this analyst recognition relevant to investors following the stock.
The 20 Wall Street analysts covering Sempra have a median 12-month price target of $99, with estimates ranging from $83 to $118. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 20 analysts covering Sempra, 16 rate it a Buy, 4 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Sempra 40 out of 100 across roughly 4,600 US stocks as at 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 14 Oct 2026, Sempra ranks 40 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Issuance (80 of 100).
No one can know that. What the data says: the median 12-month target from 20 analysts implies +20.7% from the last close, and Ticker Nerd's factor model ranks Sempra 40 out of 100 as at 14 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Sempra publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for SRE are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $83 to $118 over the next 12 months.
Sempra returned -7.5% over the 12 months to 14 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Sempra is a North American energy infrastructure and utility company that provides electric and natural gas services through its core operating segments: Sempra California, Sempra Texas Utilities, and Sempra Infrastructure. The company serves residential, commercial, industrial, and wholesale customers across the United States, Mexico, and selected global energy markets.
The most recent item we track (Zacks Investment Research, 7 Oct 2026): "These 2 Oils and Energy Stocks Could Beat Earnings: Why They Should Be on Your Radar". Zacks Investment Research highlights its Zacks Earnings ESP as a way to identify stocks expected to beat quarterly earnings estimates. The headline refers to two oils and energy stocks but does not name them in the provided excerpt.
Sempra is a North American energy infrastructure and utility company that provides electric and natural gas services through its core operating segments: Sempra California, Sempra Texas Utilities, and Sempra Infrastructure. The company serves residential, commercial, industrial, and wholesale customers across the United States, Mexico, and selected global energy markets. Its business includes regulated utilities, electric transmission and distribution, natural gas distribution and storage, and liquefied natural gas infrastructure. Sempra plays an important role in supporting energy delivery and resilience in major economic regions, particularly California and Texas, by combining utility operations with long-term energy infrastructure assets. Headquartered in San Diego, California, Sempra focuses on operating a broad network that connects power, gas, and cross-border energy systems.
CEO Mr. Jeffrey Walker Martin · 15,938 employees · United States · https://www.sempra.com
