Update shared on 19 Dec 2025
Fair value Decreased 0.60%Analysts have trimmed their price target on Sempra by approximately $0.60, citing slightly lower fair value and forward valuation assumptions, despite modestly stronger revenue growth expectations.
What's in the News
- Sempra updated its 2025 earnings guidance, setting an EPS range of $3.05 to $3.45 while reaffirming expectations for EPS growth at the high end or above its projected 7% to 9% compound annual growth rate for 2025 through 2029 (company guidance).
- In a separate guidance update, Sempra provided 2025 GAAP EPS guidance of $3.29 to $3.69 and reiterated its outlook for long term EPS growth at the high end or above the 7% to 9% compound annual growth rate through 2029 (company guidance).
Valuation Changes
- Fair Value decreased slightly from $100.73 to $100.13, reflecting a modestly lower intrinsic value estimate.
- Discount Rate was effectively unchanged, edging down marginally from 6.96 percent to 6.96 percent.
- Revenue Growth rose slightly, with the long term assumption increasing from about 1.99 percent to 2.10 percent.
- Net Profit Margin eased marginally from roughly 26.75 percent to 26.75 percent, indicating a near flat profitability outlook.
- Future P/E declined modestly from about 20.77x to 20.59x, suggesting a slightly lower forward valuation multiple.
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