Sempra

NYSE:SRE Rapport sur les actions

Capitalisation boursière : US$61.2b

Sempra Dividendes et rachats

Dividende contrôle des critères 4/6

Sempra est une société versant des dividendes avec un rendement actuel de 2.87% qui est bien couvert par les bénéfices.

Informations clés

2.9%

Rendement du dividende

-0.2%

Rendement des rachats

Rendement total pour l'actionnaire2.7%
Rendement futur des dividendes3.1%
Croissance des dividendes5.6%
Prochaine date de paiement du dividenden/a
Date ex-dividenden/a
Dividende par actionn/a
Ratio de distribution66%

Mises à jour récentes sur les dividendes et les rachats

Recent updates

Mise à jour de l'analyse May 06

SRE: Long Term EPS Outlook And Dividend Increases Will Guide Future Returns

Analysts have nudged their price target for Sempra slightly higher to about $104.29 from $104.13, citing updated assumptions around the discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News Sempra's board declared a quarterly dividend of $0.6575 per share on common stock, payable April 15, 2026, to shareholders of record on March 19, 2026 (company announcement).
Mise à jour de l'analyse Apr 20

SRE: Long Term EPS Guidance And Dividend Policy Will Shape Future Returns

Analysts have nudged their price target for Sempra higher to about $104 from roughly $103, reflecting updated assumptions around slightly different revenue growth, profit margin, and future P/E expectations. What's in the News Sempra issued new full-year 2027 earnings guidance, with EPS expected in a range of $5.10 to $5.70.
Mise à jour de l'analyse Apr 06

SRE: Long Term EPS Guidance And Dividend Policy Will Support Future Returns

Analysts have made a slight upward adjustment to Sempra's price target, lifting it by about $0.13 to reflect small tweaks to fair value assumptions and forward P/E expectations. What's in the News Sempra's board declared a $0.6575 per share quarterly dividend on common stock, payable April 15, 2026, for shareholders of record as of March 19, 2026.
Mise à jour de l'analyse Mar 22

SRE: Long Term EPS Guidance And Dividend Policy Will Support Future Returns

Analysts have inched their blended fair value estimate for Sempra to about $102.56 per share, up from $101.50, reflecting slightly lower assumed revenue growth alongside a modestly higher profit margin outlook and a small uptick in the future P/E multiple. What's in the News Sempra issued full-year 2027 earnings guidance, with expected EPS in a range of $5.10 to $5.70.
Mise à jour de l'analyse Mar 08

SRE: Long Term EPS Guidance And Dividend Policy Will Support Future Returns

Analysts have raised their price target on Sempra by about $1, reflecting updated assumptions around fair value, profit margins and future P/E, which they view as slightly more supportive for the stock. What's in the News Sempra issued full year 2027 earnings guidance, targeting EPS in a range of $5.10 to $5.70.
Mise à jour de l'analyse Feb 21

SRE: Refined Profitability And P/E Assumptions Will Support Constructive Future Returns

Analysts have nudged their Sempra price target slightly higher to $100.06 from $99.60, citing small refinements in fair value, profit margin assumptions, and forward P/E expectations. Valuation Changes Fair Value has risen slightly from $99.60 to $100.06, reflecting a modest upward refinement in the model.
Mise à jour de l'analyse Feb 06

SRE: Long-Term EPS Outlook Will Support Constructive Future Share Returns

Analysts have trimmed their Sempra fair value estimate slightly from about $99.87 to $99.60, reflecting updated assumptions around revenue growth, profit margins, and the future P/E multiple, while keeping the overall investment view broadly consistent. Valuation Changes Fair Value: Adjusted slightly lower from about US$99.87 to US$99.60 per share, a change of US$0.27.
Mise à jour de l'analyse Jan 23

SRE: Long-Term EPS Outlook Will Support Constructive Future Share Returns

Analysts have nudged their price target on Sempra slightly higher to about $100.07 from roughly $99.87, reflecting updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News Sempra issued updated earnings guidance for the full year 2025, with an EPS range of $3.05 to $3.45.
Seeking Alpha Jan 19

Sempra: A Defensive Way To Gain From The AI-Driven Power Demand Surge

Summary Sempra remains a Buy, offering strong, predictable income and robust long-term growth potential despite the current macro uncertainty. SRE’s $10B infrastructure stake sale enhances financial flexibility, supporting their investment plans, and being expected to drive EPS accretion from 2027. Guidance remains solid, with 2025-2026 EPS targets reaffirmed and a manageable 2.8% dividend yield on top, supported by a conservative payout ratio. SRE is well positioned to benefit from surging electricity demand driven by AI and data centers, especially via its Texas subsidiary Oncor, with significant LNG exposure on top. Read the full article on Seeking Alpha
Mise à jour de l'analyse Jan 07

SRE: Long-Term EPS Guidance Will Support Constructive Outlook On Shares

Analysts have trimmed their price target on Sempra slightly to about $100 per share. This reflects updated views that incorporate more conservative revenue growth assumptions, a marginally higher profit margin, and a steady forward P/E profile.
Mise à jour de l'analyse Dec 19

SRE: Future EPS Guidance Will Drive Strong Long-Term Performance Expectations

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).
Mise à jour de l'analyse Dec 05

SRE: Future Earnings Guidance Will Support Stronger Long-Term Performance

Analysts have nudged their price target on Sempra higher, lifting fair value by about $1.67 per share as they factor in slightly faster expected revenue growth, a marginally lower discount rate, and a modestly richer future P/E multiple, despite largely unchanged profit margin assumptions. What's in the News Sempra updated its 2025 earnings guidance, setting an EPS range of $3.05 to $3.45 and reaffirming expectations to deliver at or above its projected long term EPS compound annual growth rate of 7% to 9% through 2029 (company guidance).
Mise à jour de l'analyse Nov 21

SRE: Future Earnings Guidance And Long-Term Outlook Will Drive Balanced Performance

Analysts have raised their price target for Sempra to $99.07 from $96.53, citing improved profit margin projections and a lower future price-to-earnings ratio as key factors supporting this positive revision. What's in the News Sempra updated its earnings guidance for the full year 2025, projecting an EPS range of $3.05 to $3.45.
Mise à jour de l'analyse Nov 07

SRE: Future Earnings Guidance And Long-Term Outlook Will Drive Balanced Performance

Analysts have raised their price target for Sempra from $94.14 to $96.53. This reflects upward revisions to revenue growth expectations, despite a slight decline in projected profit margins.
Mise à jour de l'analyse Oct 23

Analysts Lift Sempra Price Target as Margins Improve and Long Term EPS Guidance Reaffirmed

Analysts have raised their price target for Sempra from $90.46 to $94.14, citing improved profit margins, which more than offset a modestly lower revenue growth outlook. What's in the News Sempra has updated its earnings guidance for the full year 2025, with a GAAP EPS range of $3.29 to $3.69.
Mise à jour de l'analyse Oct 09

Texas Demand And LNG Projects Will Expand Infrastructure

Narrative Update on Sempra: Analyst Price Target Revision Analysts have raised their fair value estimate for Sempra from $85.64 to $90.46. This revision is due to stronger profit margin expectations, even as forecasts for revenue growth have moderated.
Mise à jour de l'analyse Sep 25

Texas Demand And LNG Projects Will Expand Infrastructure

Despite consensus revenue growth forecasts declining and forward P/E rising, indicating more expensive valuation relative to growth prospects, Sempra’s analyst price target has edged up from $83.92 to $85.64. What's in the News Sempra updated its 2025 GAAP EPS guidance to a range of $3.29 to $3.69, affirming a long-term compound annual EPS growth target of 7% to 9% through 2029.
Mise à jour de l'analyse Sep 04

Texas Demand And LNG Projects Will Expand Infrastructure

With both net profit margin and revenue growth forecasts holding steady, Sempra's consensus analyst price target remained unchanged at $83.92. What's in the News Sempra updated 2025 GAAP EPS guidance to $4.05–$4.45.
Article d'analyse Jul 31

Be Wary Of Sempra (NYSE:SRE) And Its Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Article d'analyse Jun 24

Sempra's (NYSE:SRE) Price Is Out Of Tune With Earnings

With a median price-to-earnings (or "P/E") ratio of close to 18x in the United States, you could be forgiven for...
Seeking Alpha Apr 16

Sempra: Soaring Demand And Attractive Valuation Make It A Buy

Summary Sempra offers stability and growth with a 3.7% yield, trading near the low end of its 52-week range, making it attractive for income and value investors. Its diversified utility operations, especially Oncor in Texas, benefit from strong economic growth and high-margin, low-risk business models, ensuring steady earnings and dividends. SRE's $56 billion capital plan and 7-9% EPS growth target support long-term growth prospects. The strong financials, BBB+ rating, and robust demand from data center expansion position it for potential market-beating total returns. Read the full article on Seeking Alpha
Seeking Alpha Feb 01

Sempra: Another Boring Utility So You Can Sleep Well At Night

Summary Sempra is a solid dividend growth stock with a BBB+ credit rating and undervalued shares, making it a buy. Despite a 16.7% revenue decline in Q3, SRE's long-term EPS growth rate of 6-8% remains strong, driven by Texas growth. SRE's 3% dividend yield is secure, with a low payout ratio and a 14-year growth streak, ensuring dividend consistency. Risks include rate sensitivity, concentrated presence in California and Texas, natural disasters, and cyber threats, but overall, SRE's fundamentals are strong. Read the full article on Seeking Alpha
Seeking Alpha Dec 04

Sempra Energy: Above Average Growth Prospects For A Utility Company

Summary Sempra Energy's diversified operations in California, Texas, and its Port Arthur LNG projects offer strong growth prospects moving forward. Despite recent earnings misses, Sempra reaffirmed its FY2024 and FY2025 guidance, highlighting bullish updates on Port Arthur LNG Phase 1 and Phase 2. Trading in-line with the utility sector, Sempra's higher growth potential makes it a BUY, but I recommend starting small and adding on dips. While Sempra has outperformed the broad Utility Sector over the past three years, my advise is for investors to maintain a larger allocation to the S&P 500 for better growth exposure. Read the full article on Seeking Alpha
Seeking Alpha Sep 20

Sempra: Still A Buyable Dividend Growth Stock

Summary As the S&P 500 index has remained flat, shares of Sempra have rallied in the past two months. An upcoming rate case decision and electrical load growth in Texas should be future growth catalysts. Sempra's interest coverage ratio is healthy, and the balance sheet is well-capitalized. Shares of the utility could be trading 12% below fair value. Sempra appears positioned to deliver 30%+ cumulative total returns by the end of 2026. Read the full article on Seeking Alpha

Stabilité et croissance des paiements

Récupération des données sur les dividendes

Dividende stable: Les dividendes par action de SRE sont restés stables au cours des 10 dernières années.

Dividende croissant: Les paiements de dividendes de SRE ont augmenté au cours des 10 dernières années.


Rendement des dividendes par rapport au marché

Sempra Rendement des dividendes par rapport au marché
Comment le rendement du dividende de SRE se compare-t-il à celui du marché ?
SegmentRendement du dividende
Entreprise (SRE)2.9%
25% du marché (US)1.4%
25% du marché (US)4.2%
Moyenne du secteur (Integrated Utilities)3.3%
Analyste prévisionnel (SRE) (jusqu'à 3 ans)3.1%

Dividende notable: Le dividende de SRE ( 2.87% ) est supérieur à celui des 25 % des payeurs de dividendes les plus faibles du marché US ( 1.41% ).

Dividende élevé: Le dividende de SRE ( 2.87% ) est faible par rapport aux 25 % des premiers payeurs de dividendes du marché US ( 4.23% ).


Bénéfice distribué aux actionnaires

Couverture des revenus: Grâce à son ratio de distribution raisonnable (65.6%), les dividendes versés par SRE sont couverts par les bénéfices.


Paiement en espèces aux actionnaires

Couverture des flux de trésorerie: SRE verse un dividende mais la société ne dispose pas de flux de trésorerie disponibles.


Découvrir des entreprises qui versent des dividendes élevés

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/07 04:02
Cours de l'action en fin de journée2026/05/07 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Sempra est couverte par 23 analystes. 13 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Jacob KilsteinArgus Research Company
Daniel FordBarclays
Nicholas CampanellaBarclays