Sempra

Report azionario NYSE:SRE

Capitalizzazione di mercato: US$56.6b

Sempra Crescita futura

Criteri Future verificati 1/6

Sempra prevede che gli utili e i ricavi cresceranno rispettivamente di 15% e 1.9% all'anno. Si prevede che l'EPS crescerà di 15.1% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 10% in 3 anni.

Informazioni chiave

15.0%

Tasso di crescita degli utili

15.09%

Tasso di crescita dell'EPS

Integrated Utilities crescita degli utili5.3%
Tasso di crescita dei ricavi1.9%
Rendimento futuro del capitale proprio9.96%
Copertura analitica

Good

Ultimo aggiornamento31 Jul 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Seeking Alpha • Jul 30

Sempra: Hold Into Q2 As The ECA Questions Stay Open

Summary Sempra is rated Hold due to improving fundamentals but rising near-term uncertainties, with a key August report likely to clarify the outlook. SRE's balance sheet is strong, with 48% debt/capitalization, $8B unused credit, and robust Q1 earnings, but recent compressor issues introduce material risk. The compressor delay triggers customer SPA termination rights and direct remediation capex leakage, clouding visibility on LNG segment earnings and contract stability. SRE trades at a modest premium to its history but a discount to the sector; yield compression and capital plan funding needs temper near-term upside. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jun 22

SRE: New Texas Projects And LNG Pipeline Will Support Future Returns

Analysts have trimmed their price target on Sempra slightly, with fair value moving from about $103.62 to $103.50 as updated assumptions for discount rate, revenue growth, profit margin, and future P/E are incorporated into their models. What’s in the News for Sempra Sempra Infrastructure has placed the 72 mile, 42 inch Port Arthur Pipeline Louisiana Connector into service ahead of schedule and under budget, supporting up to 2 billion cubic feet per day of U.S. natural gas transport to the Port Arthur LNG Phase 1 export facility in Texas, according to recent reports.
Aggiornamento narrativa • Jun 06

SRE: LNG Milestone And Extended EPS Guidance Will Support Future Returns

Analysts have nudged their price target for Sempra slightly lower to about $103.62 from $104. This reflects updated views on fair value, growth, and margins while keeping core assumptions broadly steady.
Aggiornamento narrativa • May 20

SRE: Extended EPS Guidance And Rising Dividend Will Support Future Returns

Analysts have adjusted their Sempra price target to $104.00. The update reflects revised assumptions for revenue growth, profit margin, and a slightly lower future P/E multiple.
Aggiornamento narrativa • 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).
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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).
Aggiornamento narrativa • 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).
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
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

Previsioni di crescita degli utili e dei ricavi

NYSE:SRE - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202813,7703,9523,6565,73610
12/31/202713,7193,6467,3995,33112
12/31/202613,8613,3855,2046,09512
3/31/202613,5551,927-5,8454,892N/A
12/31/202513,7021,796-6,0474,565N/A
9/30/202513,7112,109-4,9104,741N/A
6/30/202513,3362,670-4,3724,653N/A
3/31/202513,3472,922-4,0804,538N/A
12/31/202413,1852,817-3,3084,907N/A
9/30/202412,9182,888-3,4574,631N/A
6/30/202413,4762,972-2,9445,001N/A
3/31/202413,8002,862-2,4116,089N/A
12/31/202316,7203,030-2,1796,218N/A
9/30/202316,6842,732-3,0754,816N/A
6/30/202316,9672,495-4,7632,515N/A
3/31/202317,1792,451-4,4681,515N/A
12/31/202214,4392,094-4,2151,142N/A
9/30/202214,8282,260-2,6332,316N/A
6/30/202214,2241,127-1,0013,951N/A
3/31/202213,418992-1,0913,947N/A
12/31/202112,8571,254-1,1733,842N/A
9/30/202112,1841,064-1,0263,943N/A
6/30/202111,8152,070-1,0833,819N/A
3/31/202111,6002,108-2,0722,775N/A
12/31/202011,3701,914-2,0852,591N/A
9/30/202011,1421,876-1,8322,599N/A
6/30/202011,2562,075-1,8442,411N/A
3/31/202010,9601,889-4803,455N/A
12/31/201910,8291,692N/A3,088N/A
9/30/201910,7122,129N/A2,975N/A
6/30/201910,5191,792N/A3,547N/A
3/31/201910,464900N/A3,501N/A
12/31/201810,102736N/A3,516N/A
9/30/201810,240-578N/A3,580N/A
6/30/201810,354-741N/A3,409N/A
3/31/201810,712134N/A3,587N/A
12/31/20179,640287N/A3,625N/A
9/30/201711,1131,136N/A3,324N/A
6/30/201710,9691,701N/A3,284N/A
3/31/201710,5921,458N/A2,689N/A
12/31/201610,1831,370N/A2,311N/A
9/30/201610,0141,360N/A2,507N/A
6/30/20169,960986N/A2,602N/A
3/31/201610,1711,265N/A2,720N/A
12/31/201510,2311,349N/A2,898N/A
9/30/201510,2771,277N/A2,589N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di SRE ( 15% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di SRE ( 15% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di SRE cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di SRE ( 1.9% all'anno) crescerà più lentamente rispetto al mercato US ( 12.8% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di SRE ( 1.9% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di SRE sarà basso tra 3 anni ( 10 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/05 12:04
Prezzo dell'azione a fine giornata2026/08/05 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Sempra è coperta da 24 analisti. 13 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Jacob KilsteinArgus Research Company
Daniel FordBarclays
Nicholas CampanellaBarclays