Sempra Energy NYSE:SRE Price, Chart, News & Insight

Sempra Signs 20-Year LNG Supply Deal With Petrobras

Sempra Infrastructure, a subsidiary of Sempra (NYSE: SRE), signed a 20-year agreement to supply Petrobras with approximately 0.8 million tonnes per annum of liquefied natural gas. The LNG will come from Sempra’s Port Arthur LNG Phase 2 project in Texas.

The agreement brings Petrobras into Sempra Infrastructure’s customer portfolio as its first South American customer, strengthening the company’s position as a long-term supplier of U.S. natural gas to international markets.

Port Arthur LNG Phase 2, currently under construction, will add two liquefaction trains with approximately 13 Mtpa of capacity, potentially doubling the overall facility’s capacity to about 26 Mtpa. Phase 2 is expected to begin commercial operations in 2030 and 2031.

The long-term Petrobras contract provides additional commercial support for Sempra’s LNG expansion strategy while increasing its exposure to growing demand for U.S. natural gas across international markets.

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The Investor 09-15-26

Sempra Stock Rises 2.1% After Jefferies Upgrades Shares to Buy

Sempra (NYSE: SRE) shares rose about 2.1% Tuesday after Jefferies upgraded the energy infrastructure and utility company, providing a positive catalyst for the stock.

Jefferies raised its rating on Sempra from Hold to Buy and set a $97 price target. The target represents roughly 16% upside from the current stock price of $83.43.

Sempra operates regulated utility and energy infrastructure businesses, giving the company exposure to electricity and natural gas demand as well as longer-term investment in grid infrastructure. Utilities can also benefit when investors seek relatively defensive businesses with predictable cash flows.

Sempra’s gain suggests the Jefferies upgrade helped strengthen investor sentiment toward the stock, with the new Buy rating pointing to a more favorable risk-reward outlook.

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WS Investor 09-01-26

Sempra reported full-year 2025 GAAP earnings of $1.80 billion, or $2.75 per diluted share, compared with $2.82 billion, or $4.42 per share, in 2024.

On an adjusted basis, full-year 2025 earnings increased to $3.07 billion, or $4.69 per diluted share, up from $2.97 billion, or $4.65 per share, in the prior year. The company said results reflect steps taken during 2025 to simplify operations, improve capital efficiency and strengthen the balance sheet.

For the fourth quarter of 2025, GAAP earnings were $352 million, or $0.54 per diluted share, compared with $665 million, or $1.04 per share, in the year-ago quarter. Adjusted fourth-quarter earnings were $841 million, or $1.28 per diluted share, versus $960 million, or $1.50 per share, in fourth-quarter 2024.

Sempra also announced an increase in its five-year capital plan to $65 billion and provided an updated 2030 EPS outlook as part of its 2026 value creation initiatives.

Source: Sempra, PRNewswire, February 26, 2026.

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The Investor 02-28-26

Southern California Gas Company announced it will provide customers across California’s San Joaquin Valley with access to safety information, energy assistance programs and reliability resources during the World Ag Expo. At its booth, SoCalGas staff will share details on bill assistance, energy efficiency rebates and pipeline safety, including the importance of calling 811 before digging. The company will also highlight onsite microgrid and combined heat and power solutions developed in collaboration with BSD Builders, Inc., designed to support continuous, fuel-flexible power for critical facilities. SoCalGas said the event allows direct engagement with agricultural communities to promote safety, affordability and reliable energy service.

Source: PRNewswire, February 9, 2026

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Global Finance News 02-09-26

Southern California Gas Company said it will vigorously defend itself against cross-claims filed by Southern California Edison in the Eaton Fire litigation, arguing Edison is attempting to deflect responsibility. SoCalGas stated it will also seek recovery from Edison for damages to its system and pursue insurance coverage, including wildfire insurance, while continuing restoration and recovery efforts following last year’s fires.

Source: PR Newswire

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The Investor 01-25-26

sempra q3 2025: adjusted eps up, oncor capex rising 30%+, si partners 45% sale advancing

Sempra reported Q3 2025 GAAP earnings of 77 million (0.12 per share) versus 638 million (1.00 per share) a year ago, largely reflecting tax items tied to classifying Sempra Infrastructure Partners and Ecogas as held for sale, while adjusted earnings rose to 728 million (1.11 per share) from 566 million (0.89 per share). Year-to-date GAAP earnings were 1.444 billion (2.21 per share) and adjusted earnings 2.253 billion (3.45 per share). The company advanced a deal to sell a 45% stake in Sempra Infrastructure Partners to KKR (expected close in Q2–Q3 2026) and said Oncor now expects more than a 30% increase in its 2026–2030 base capital plan from the prior 2025–2029 36 billion plan, citing heavy transmission and data-center demand in ERCOT.

Sempra Infrastructure reached FID on Port Arthur LNG Phase 2, now one of six major projects under way. Guidance was updated/affirmed: 2025 GAAP EPS 3.05–3.45 (adjusted 4.30–4.70) and 2026 EPS 4.80–5.30, with an outlook to the high end or above the 7–9% long-term EPS CAGR for 2025–2029.

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European Investor 11-05-25

Sempra announced a series of strategic moves aimed at sharpening its focus on U.S. regulated utilities and strengthening its balance sheet. The company will sell a 45% stake in Sempra Infrastructure Partners to a KKR-led consortium, including CPP Investments, for $10 billion in cash, valuing the unit at $22.2 billion in equity and $31.7 billion in enterprise value. Once closed in mid-2026, KKR’s group will hold 65%, Sempra will retain 25%, and ADIA will continue to hold 10%. The transaction is expected to boost earnings, improve credit metrics, and eliminate the need for new equity issuances under Sempra’s 2025–2029 capital plan.

Alongside the sale, Sempra Infrastructure Partners reached a final investment decision on the $12 billion Port Arthur LNG Phase 2 project in Texas, with an additional $2 billion allocated for shared facilities. Backed by an investor group including Blackstone, KKR, Apollo, and Goldman Sachs, Phase 2 will add two new LNG trains with a combined 13 million tonnes per annum capacity, targeting commercial operations in 2030 and 2031. Bechtel has been contracted for construction, leveraging its experience from Phase 1.

Sempra reaffirmed its 2025 adjusted EPS guidance of $4.30–$4.70 and its 2026 range of $4.80–$5.30, despite GAAP EPS being lowered by tax-related charges tied to the infrastructure sale. The company reiterated its long-term 7%–9% EPS growth outlook through 2029, highlighting that these transactions simplify its business model, reduce non-utility exposure, and position it as a leading U.S. utility growth company.

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The Investor 09-23-25

Sempra Infrastructure and JERA Sign 20-Year LNG Deal from Port Arthur Phase 2

Sempra Infrastructure, a subsidiary of Sempra (NYSE: SRE), and Japan’s JERA have signed a 20-year agreement for 1.5 million tonnes per annum of liquefied natural gas (LNG) from the Port Arthur LNG Phase 2 project in Texas.

The agreement, following a non-binding June MOU, strengthens long-term energy ties between the U.S. and Japan. It supports JERA’s strategy for a reliable LNG portfolio and Sempra’s goal to expand U.S. energy exports. Phase 2 of the Port Arthur project is permitted and could double the site’s capacity to 26 Mtpa. A final investment decision is pending. Phase 1 is under construction, with operations expected in 2027 and 2028.

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The Investor 08-01-25

Sempra (NYSE: SRE) today announced that its board of directors has declared a $0.645 per share quarterly dividend on the company's common stock, which is payable July 15, 2025, to common stock shareholders of record at the close of business on June 26, 2025.

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European Investor 05-16-25

Sempra Q1 2025 Earnings: Solid Results Support Guidance as Strategic Investments Advance

Sempra reported GAAP net income of $906 million ($1.39 per diluted share) for Q1 2025, up from $801 million ($1.26) in the prior-year quarter. Adjusted earnings rose to $942 million ($1.44 per share), compared to $854 million ($1.34) in Q1 2024. The growth was driven by stronger performance across all three core segments: Sempra California, Sempra Texas Utilities, and Sempra Infrastructure.

Key Segment Highlights:
• Sempra California posted $724 million in earnings (vs. $582M in Q1 2024), supported by approvals for battery storage expansion and renewable gas initiatives.
• Sempra Texas Utilities (Oncor) earned $146 million (vs. $183M), as it accelerated capital investment to meet Texas' record electricity demand and prepare for a $35B transmission expansion.
• Sempra Infrastructure delivered $146 million in earnings (vs. $131M), with steady progress on five LNG and energy infrastructure projects in the U.S. and Mexico.

Revenue rose to $3.80 billion (from $3.64B), and cash from operations was $1.48 billion, though free cash flow was negative due to $2.34 billion in capex and $486 million in infrastructure investment. Sempra reaffirmed its 2025 adjusted EPS guidance of $4.30–$4.70 and expects full-year GAAP EPS of $4.25–$4.65.

Additionally, the company plans to divest Ecogas México and a minority stake in Sempra Infrastructure Partners over the next 12–18 months to streamline operations and improve EPS and credit metrics.

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Global Finance News 05-09-25

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