View ValuationSempra 将来の成長Future 基準チェック /16Sempra利益と収益がそれぞれ年間15%と2.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10% 14.8%なると予測されています。主要情報15.0%収益成長率14.78%EPS成長率Integrated Utilities 収益成長10.5%収益成長率2.6%将来の株主資本利益率10.02%アナリストカバレッジGood最終更新日07 May 2026今後の成長に関する最新情報お知らせ • Nov 05Sempra Updates Earnings Guidance for the Full Year 2025Sempra Updated Earnings Guidance for the Full Year 2025. for the Year, (Eps) Guidance Range of $3.05 To $3.45,. The Company Is Also Affirming Its Guidance to the High-End or Above Its Projected Long-Term Eps Compound Annual Growth Rate of 7% to 9% for 2025 Through 2029.お知らせ • Aug 07Sempra Updates Earnings Guidance for Full-Year 2025 and 2026Sempra updated earnings guidance for full-year 2025 and 2026. For the year 2025, the company expects GAAP earnings-per-common-share (EPS) range of $4.05 to $4.45. The company is also affirming its guidance to the high-end or above its projected long-term EPS compound annual growth rate of 7% to 9% for 2025 through 2029. For the full-year 2026, company expects EPS range of $4.80 to $5.30.お知らせ • May 08Sempra Updates Earnings Guidance for the Full Year 2025Sempra updated earnings guidance for the full year 2025. for the year, the company is updating its full-year 2025 GAAP earnings-per-common-share (EPS) guidance range to $4.25 – $4.65, reflecting actual results through the first quarter.お知らせ • Nov 07Sempra Updates Earnings Guidance for the Full-Year 2024 and Affirms Earnings Guidance for the Full-Year 2025Sempra updated earnings guidance for the full-year 2024 and affirmed earnings guidance for the full-year 2025. The company is updating its full-year 2024 GAAP earnings-per-common share (EPS) guidance range to $4.86 to $5.16 reflecting actual results through the third quarter. The company is also affirming its full-year 2025 EPS guidance range of $4.90 to $5.25.お知らせ • Aug 06Sempra Updates Earnings Guidance for the Full-Year of 2024 and Affirms Earnings Guidance for the Full-Year of 2025Sempra updated earnings guidance for the full-year of 2024 and affirmed earnings guidance for the full-year of 2025. For the full-year of 2024, the company expects GAAP earnings-per-common share (EPS) guidance range to be between $4.74 to $5.04 reflecting actual results through the second quarter. For the full-year of 2025, the company expects EPS guidance range of $4.90 to $5.25. The company is also affirming its projected long-term EPS growth rate of approximately 6% to 8%.お知らせ • May 08Sempra Energy Updates Earnings Guidance for the Full-Year 2024 and Affirms Earning Guidance for the Full-Year 2025Sempra Energy updated earnings guidance for the Full-Year 2024 and affirmed earning guidance for the full-year 2025. For its full-year 2024 GAAP earnings per common share (EPS) guidance range of $4.52 to $4.82. For the full-year 2025 EPS guidance range of $4.90to $5.25. The company is also affirming its projected long-term EPS growth rate of 6% to 8%.すべての更新を表示Recent updatesお知らせ • Apr 21Sempra to Report Q1, 2026 Results on May 07, 2026Sempra announced that they will report Q1, 2026 results at 8:00 AM, US Eastern Standard Time on May 07, 2026お知らせ • Mar 30Sempra, Annual General Meeting, May 12, 2026Sempra, Annual General Meeting, May 12, 2026.お知らせ • Feb 26+ 1 more updateSempra Declares Quarterly Dividend, Payable April 15, 2026Sempra's board of directors declared a $0.6575 per share quarterly dividend on the company's common stock, which is payable April 15, 2026, to common stock shareholders of record at the close of business on March 19, 2026. The declared quarterly dividend represents an increase of the company's common stock dividend to $2.63 per share, on an annualized basis, from $2.58 per share in 2025.お知らせ • Feb 10Sempra to Report Q4, 2025 Results on Feb 26, 2026Sempra announced that they will report Q4, 2025 results at 8:00 AM, US Eastern Standard Time on Feb 26, 2026お知らせ • Jan 12Sempra Announces Appointment of David J. Barrett as Senior Vice President and Deputy General Counsel of Litigation and Regulatory, Effective January 31, 2026On January 8, 2026, Sempra announced that David J. Barrett was appointed as Senior Vice President and Deputy General Counsel of Litigation and Regulatory for Sempra. He resigned as Senior Vice President and General Counsel for SoCalGas. All of the foregoing actions will be effective January 31, 2026.お知らせ • Nov 07Sempra Declares Quarterly Dividend, Payable January 15, 2026Sempra announced that its board of directors has declared a $0.645 per share quarterly dividend on the company's common stock, which is payable Jan. 15, 2026, to common stock shareholders of record at the close of business on Dec. 11, 2025.お知らせ • Nov 05Sempra Updates Earnings Guidance for the Full Year 2025Sempra Updated Earnings Guidance for the Full Year 2025. for the Year, (Eps) Guidance Range of $3.05 To $3.45,. The Company Is Also Affirming Its Guidance to the High-End or Above Its Projected Long-Term Eps Compound Annual Growth Rate of 7% to 9% for 2025 Through 2029.お知らせ • Oct 16Sempra to Report Q3, 2025 Results on Nov 05, 2025Sempra announced that they will report Q3, 2025 results at 8:00 AM, US Eastern Standard Time on Nov 05, 2025お知らせ • Sep 23+ 1 more updateUnknown affiliates of KKR & Co. Inc. (NYSE:KKR) and Canada Pension Plan Investment Board signed a definitive agreement to acquire an additional 45% stake in Sempra Infrastructure Partners, LP from Sempra (NYSE:SRE) for $10 billion.Unknown affiliates of KKR & Co. Inc. (NYSE:KKR) and Canada Pension Plan Investment Board signed a definitive agreement to acquire an additional 45% stake in Sempra Infrastructure Partners, LP from Sempra (NYSE:SRE) for $10 billion on September 22, 2025. Subject to adjustments, the purchase price will be paid to Sempra as follows: (i) $4.65 billion will be paid in cash at the closing (the “Closing”); (ii) $4.14 billion plus interest compounded quarterly at 7.5% per annum (totaling $4.72 billion with principal and accrued interest unless paid early) will be due on December 31, 2027 under instruments backed by equity commitment letters (the “Instruments”); and (iii) $1.2 billion plus interest compounded quarterly at 8.5% per annum before January 1, 2031 and 10.0% per annum thereafter (totaling $2.24 billion with principal and accrued interest unless paid early) will be due seven years and 91 days after the Closing under promissory notes (the “Notes”). The purchase price is subject to adjustments for changes in net debt, net working capital and capital expenditures as of December 31, 2025, among others. If the KKR Partners fail to complete the Closing when all closing conditions are satisfied, Sempra will receive a termination fee of $414 million. Any party may generally terminate the PSA if the Closing has not occurred within 12 months after signing. Canada Pension Plan Investment Board will pay $3 billion for 13% stake in Sempra Infrastructure. Upon completion, a KKR-led consortium will become the majority owner of Sempra Infrastructure Partners, holding a 65% equity stake, while Sempra will retain a 25% interest alongside Abu Dhabi Investment Authority's (ADIA) existing 10% stake. Under the terms of the agreement, Sempra and ADIA will have certain minority rights in Sempra Infrastructure Partners. Transaction is subject to expiration of the waiting period under the Hart-Scott-Rodino Act; receipt of applicable regulatory approvals, such as antitrust approvals in Mexico and approval by the Federal Energy Regulatory Commission; receipt of certain other third-party consents or waivers; the absence of a material adverse effect on Sempra Infrastructure Partners; the absence of specific downgrade events under certain financing arrangements; and other customary closing conditions. The transaction is expected to close in Q2 or Q3 2026. The transactions is expected to be accretive for Sempra and is expected to adds five-year average annual accretion of $0.20 of earnings per common share (EPS) starting in 2027. BofA Securities, Inc. acted as financial advisor for Sempra. Sullivan & Cromwell LLP acted as legal advisor for Sempra. Citigroup Inc. acted as financial advisor for KKR & Co. Inc. Simpson Thacher & Bartlett LLP acted as legal advisor for KKR & Co. Inc. Kirkland & Ellis LLP acted as legal advisor for Canada Pension Plan Investment Board.お知らせ • Sep 18Sempra Declares Common Dividend, Payable on October 15, 2025Sempra announced that its board of directors has declared a $0.645 per share quarterly dividend on the company's common stock, which is payable October 15, 2025, to common stock shareholders of record at the close of business on October 1, 2025.お知らせ • Aug 07Sempra Updates Earnings Guidance for Full-Year 2025 and 2026Sempra updated earnings guidance for full-year 2025 and 2026. For the year 2025, the company expects GAAP earnings-per-common-share (EPS) range of $4.05 to $4.45. The company is also affirming its guidance to the high-end or above its projected long-term EPS compound annual growth rate of 7% to 9% for 2025 through 2029. For the full-year 2026, company expects EPS range of $4.80 to $5.30.お知らせ • Jul 22Sempra to Report Q2, 2025 Results on Aug 07, 2025Sempra announced that they will report Q2, 2025 results at 8:00 AM, US Eastern Standard Time on Aug 07, 2025お知らせ • Jun 26Sempra Announces Board ChangesOn June 21, 2025, the Board of Directors of Sempra promoted Caroline A. Winn to the position of executive vice president of Sempra overseeing Southern California Gas Company and San Diego Gas & Electric Company,Sempra’s California utility subsidiaries. On June 18, 2025, Peter R. Wall provided notice that he will resign as senior vice president, controller and chief accounting officer of Sempra. On June 21, 2025, the Sempra Board promoted Dyan Z. Wold, the current vice president, controller and chief accounting officer of Sempra’s subsidiary Sempra Infrastructure Partners, to the position of vice president, controller and chief accounting officer of Sempra. Ms. Wold, 50, has served as vice president and controller of Sempra Infrastructure Partners since Fall 2021 and as chief accounting officer of Sempra Infrastructure Partners since September 2023. Prior to that, Ms. Wold served as controller of Sempra’s LNG business since November 2019 and in various other finance and accounting leadership roles during her nearly 20-year tenure at the Sempra companies, including assistant controller of SoCalGas and director of accounting research and policies for Sempra.お知らせ • May 16Sempra Declares Quarterly Dividend, Payable on July 15, 2025Sempra 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.お知らせ • May 08Sempra Updates Earnings Guidance for the Full Year 2025Sempra updated earnings guidance for the full year 2025. for the year, the company is updating its full-year 2025 GAAP earnings-per-common-share (EPS) guidance range to $4.25 – $4.65, reflecting actual results through the first quarter.お知らせ • Apr 22Sempra to Report Q1, 2025 Results on May 08, 2025Sempra announced that they will report Q1, 2025 results at 8:00 AM, US Eastern Standard Time on May 08, 2025お知らせ • Mar 31Sempra, Annual General Meeting, May 13, 2025Sempra, Annual General Meeting, May 13, 2025.お知らせ • Feb 26+ 1 more updateSempra Declares Quarterly Common Stock Dividend, Payable on April 15, 2025Sempra declared a $0.645 per share quarterly dividend on the company's common stock, which is payable April 15, 2025, to common stock shareholders of record at the close of business on March 20, 2025. The declared quarterly dividend represents an increase of the company's common stock dividend to $2.58 per share, on an annualized basis, from $2.48 per share in 2024.お知らせ • Feb 11Sempra to Report Q4, 2024 Results on Feb 25, 2025Sempra announced that they will report Q4, 2024 results at 8:00 AM, US Eastern Standard Time on Feb 25, 2025お知らせ • Feb 10Sempra Appoints Anya Weaving and Kevin Sagara to Board of DirectorsSempra announced the appointments of Anya Weaving and Kevin Sagara to the company's board of directors effective March 1, 2025. Weaving's extensive investment banking experience, where she advised clients in the oil and gas industry on strategy, mergers and acquisitions (M&A) and capital markets transactions, combined with her previous role as a chief financial officer, brings industry knowledge and critical skills in strategic decision-making, financial acumen and governance to the board.With over 30 years of experience in the energy sector, Sagara brings demonstrated leadership and experience in both regulated utility and non-regulated energy infrastructure operations, including safety, regulatory, M&A, and other legal and governance areas. As a corporate attorney, Sagara played a key role in the merger that created Sempra in 1998. Weaving also serves on the board of directors of APA Corporation, where she is a member of the audit committee and the corporate responsibility, governance and nominating committee. She is the former vice chair of global natural resources, investment banking for Bank of America. Prior to his retirement from Sempra in 2023, Sagara served as group president of Sempra California, where he served as chair of San Diego Gas & Electric (SDGE) and Southern California Gas Company. He previously held roles as CEO of SDGE and president of Sempra Renewables. With the appointments of Weaving and Sagara, Sempra will have 11 directors with four having been newly elected over the past five years, reflecting the company's commitment to periodic board refreshment to bring fresh and diverse perspectives into the boardroom. Weaving will serve on the board's audit committee and compensation and talent development committee. Sagara will serve on the board's safety, sustainability and technology committee.Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €86.18, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 12x in the Integrated Utilities industry in Europe. Total returns to shareholders of 74% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €78.44 per share.Declared Dividend • Nov 11Third quarter dividend of US$0.62 announcedShareholders will receive a dividend of US$0.62. Ex-date: 5th December 2024 Payment date: 15th January 2025 Dividend yield will be 2.7%, which is lower than the industry average of 4.5%. Sustainability & Growth Dividend is covered by earnings (54% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 08Sempra Declares Quarterly Common Stock Dividend, Payable on January 15, 2025Sempra announced that its board of directors has declared a $0.62 per share quarterly dividend on the company's common stock, which is payable January 15, 2025, to common stock shareholders of record at the close of business on December 5, 2024.Reported Earnings • Nov 07Third quarter 2024 earnings released: EPS: US$1.01 (vs US$1.14 in 3Q 2023)Third quarter 2024 results: EPS: US$1.01 (down from US$1.14 in 3Q 2023). Revenue: US$2.78b (down 17% from 3Q 2023). Net income: US$638.0m (down 12% from 3Q 2023). Profit margin: 23% (up from 22% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Integrated Utilities industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 07Sempra Updates Earnings Guidance for the Full-Year 2024 and Affirms Earnings Guidance for the Full-Year 2025Sempra updated earnings guidance for the full-year 2024 and affirmed earnings guidance for the full-year 2025. The company is updating its full-year 2024 GAAP earnings-per-common share (EPS) guidance range to $4.86 to $5.16 reflecting actual results through the third quarter. The company is also affirming its full-year 2025 EPS guidance range of $4.90 to $5.25.お知らせ • Nov 06Sempra has filed a Follow-on Equity Offering in the amount of $3 billion.Sempra has filed a Follow-on Equity Offering in the amount of $3 billion. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offeringお知らせ • Oct 22Sempra to Report Q3, 2024 Results on Nov 06, 2024Sempra announced that they will report Q3, 2024 results at 8:00 AM, US Eastern Standard Time on Nov 06, 2024お知らせ • Sep 11Sempra Announces the Resignation of Bethany J. Mayer as DirectorSempra announced that on September 5, 2024, Bethany J. Mayer resigned as a director of the company effective the same day.Declared Dividend • Sep 09Second quarter dividend of US$0.62 announcedShareholders will receive a dividend of US$0.62. Ex-date: 26th September 2024 Payment date: 15th October 2024 Dividend yield will be 3.1%, which is lower than the industry average of 4.5%. Sustainability & Growth Dividend is covered by earnings (52% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Sep 05Sempra Declares Quarterly Common Stock Dividend, Payable on Oct. 15, 2024Sempra announced that its board of directors has declared a $0.62 per share quarterly dividend on the company's common stock, which is payable Oct. 15, 2024, to common stock shareholders of record at the close of business on Sept. 26, 2024.Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: US$1.13 (vs US$0.96 in 2Q 2023)Second quarter 2024 results: EPS: US$1.13 (up from US$0.96 in 2Q 2023). Revenue: US$3.01b (down 9.7% from 2Q 2023). Net income: US$713.0m (up 18% from 2Q 2023). Profit margin: 24% (up from 18% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Integrated Utilities industry in Europe. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 06Sempra Updates Earnings Guidance for the Full-Year of 2024 and Affirms Earnings Guidance for the Full-Year of 2025Sempra updated earnings guidance for the full-year of 2024 and affirmed earnings guidance for the full-year of 2025. For the full-year of 2024, the company expects GAAP earnings-per-common share (EPS) guidance range to be between $4.74 to $5.04 reflecting actual results through the second quarter. For the full-year of 2025, the company expects EPS guidance range of $4.90 to $5.25. The company is also affirming its projected long-term EPS growth rate of approximately 6% to 8%.お知らせ • Jul 23Sempra to Report Q2, 2024 Results on Aug 06, 2024Sempra announced that they will report Q2, 2024 results at 8:00 AM, US Eastern Standard Time on Aug 06, 2024お知らせ • Jun 21Sempra Appoints Jennifer M. Kirk to Board of DirectorsSempra announced the appointment of Jennifer M. Kirk to the company's board of directors effective June 20, 2024. Kirk is currently the global controller and chief accounting officer of Medtronic plc and has deep executive experience in finance, accounting and capital market activities, including more than 20 years in the energy industry. Before joining Medtronic, Kirk, 49, worked at Occidental Petroleum Corporation for more than two decades, serving in roles of increasing responsibility, including senior vice president of integration and value capture, and vice president, controller and principal accounting officer. Kirk serves on the board of directors of Republic Services, where she is chair of the audit committee. She holds a bachelor's degree in economics from UC Santa Barbara and a master's degree in business administration from California State University, Bakersfield. With the appointment of Kirk, Sempra will have 10 directors with three having been newly elected over the past five years, reflecting the company's commitment to periodic board refreshment to ensure fresh and diverse perspectives are present in the boardroom. Kirk will serve on the board's audit committee and the safety, sustainability and technology committee.Declared Dividend • May 20First quarter dividend of US$0.62 announcedShareholders will receive a dividend of US$0.62. Ex-date: 27th June 2024 Payment date: 15th July 2024 Dividend yield will be 3.2%, which is lower than the industry average of 4.5%. Sustainability & Growth Dividend is covered by earnings (53% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 21% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 15Sempra Declares Common Dividend, Payable July 15, 2024Sempra announced that its board of directors has declared a $0.62 per share quarterly dividend on the company's common stock, which is payable July 15, 2024, to common stock shareholders of record at the close of business on June 27, 2024.お知らせ • May 08Sempra Energy Updates Earnings Guidance for the Full-Year 2024 and Affirms Earning Guidance for the Full-Year 2025Sempra Energy updated earnings guidance for the Full-Year 2024 and affirmed earning guidance for the full-year 2025. For its full-year 2024 GAAP earnings per common share (EPS) guidance range of $4.52 to $4.82. For the full-year 2025 EPS guidance range of $4.90to $5.25. The company is also affirming its projected long-term EPS growth rate of 6% to 8%.New Risk • May 07New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.6x net interest cover). Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • May 07First quarter 2024 earnings released: EPS: US$1.27 (vs US$1.54 in 1Q 2023)First quarter 2024 results: EPS: US$1.27 (down from US$1.54 in 1Q 2023). Revenue: US$3.64b (down 45% from 1Q 2023). Net income: US$801.0m (down 17% from 1Q 2023). Profit margin: 22% (up from 15% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Integrated Utilities industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 21Sempra to Report Q1, 2024 Results on May 07, 2024Sempra announced that they will report Q1, 2024 results at 8:00 AM, US Eastern Standard Time on May 07, 2024お知らせ • Mar 26Sempra, Annual General Meeting, May 09, 2024Sempra, Annual General Meeting, May 09, 2024, at 09:00 Pacific Standard Time. Agenda: To consider election of the nine director nominees named in the accompanying proxy statement; to consider ratification of appointment of independent registered public accounting firm; and to discuss other matters.Upcoming Dividend • Mar 13Upcoming dividend of US$0.62 per shareEligible shareholders must have bought the stock before 20 March 2024. Payment date: 15 April 2024. Payout ratio is a comfortable 50% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.7%).Declared Dividend • Mar 04Fourth quarter dividend of US$0.62 announcedShareholders will receive a dividend of US$0.62. Ex-date: 20th March 2024 Payment date: 15th April 2024 Dividend yield will be 4.3%, which is lower than the industry average of 4.5%. Sustainability & Growth Dividend is covered by earnings (50% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 28Full year 2023 earnings released: EPS: US$4.81 (vs US$3.32 in FY 2022)Full year 2023 results: EPS: US$4.81 (up from US$3.32 in FY 2022). Revenue: US$16.7b (up 16% from FY 2022). Net income: US$3.03b (up 45% from FY 2022). Profit margin: 18% (up from 14% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Integrated Utilities industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Feb 07Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €65.50. The fair value is estimated to be €81.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 0.4% per annum. Earnings are also forecast to grow by 7.1% per annum over the same time period.お知らせ • Jan 30Sempra to Report Q4, 2023 Results on Feb 27, 2024Sempra announced that they will report Q4, 2023 results at 7:00 AM, Eastern Standard Time on Feb 27, 2024Buying Opportunity • Dec 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.2%. The fair value is estimated to be €83.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 1.1% per annum. Earnings is also forecast to grow by 7.4% per annum over the same time period.お知らせ • Nov 29+ 1 more updateSempra Announces Chief Financial Officer ChangesSempra announced the following management updates are effective January 1, 2024 and these individuals will report directly to Martin. Trevor Mihalik, who currently serves as the company's executive vice president and chief financial officer, has been appointed executive vice president and group president of Sempra. Over the last 11 years, Mihalik has served as the company's chief accounting officer and more recently as the chief financial officer. Karen Sedgwick, who currently serves as the company's chief administrative officer and chief human resources officer, has been appointed executive vice president and chief financial officer of Sempra, where she will lead several corporate functions, including Accounting, Tax, Finance and Investor Relations. Over the last 31 years, Sedgwick has held a series of financial leadership roles within the Sempra family of companies, including Treasury and Cash Management, Investor Relations, Financial Planning, Audit Services and Insurance, and Enterprise Risk Management and Compliance.Upcoming Dividend • Nov 28Upcoming dividend of US$0.59 per share at 3.2% yieldEligible shareholders must have bought the stock before 05 December 2023. Payment date: 15 January 2024. Payout ratio is a comfortable 54% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (5.6%).お知らせ • Nov 15Sempra Declares Quarterly Common Dividend, Payable on January 15, 2024Sempra declared a $0.595 per share quarterly dividend on the company's common stock, which is payable Jan. 15, 2024, to common stock shareholders of record at the close of business on Dec. 6, 2023.お知らせ • Nov 09+ 2 more updatesSempra has filed a Follow-on Equity Offering in the amount of $1 billion.Sempra has filed a Follow-on Equity Offering in the amount of $1 billion. Security Name: Common Stock Security Type: Common Stockお知らせ • Nov 04Sempra Re-Affirms Earnings Guidance for the Year 2023Sempra re-affirmed earnings guidance for the year 2023. The company is updating its full-year 2023 GAAP EPS guidance range to $4.44 to $4.74. As a result of the company's strong execution and financial results in the first nine months of the year, the company expects to be at or above the high-end of its full-year 2023 adjusted EPS guidance range of $4.30 to $4.60. The company also is affirming its full-year 2024 EPS guidance range of $4.55 to $4.90 and affirming its projected long-term EPS growth rate of 6% to 8%.Reported Earnings • Nov 04Third quarter 2023 earnings released: EPS: US$1.14 (vs US$0.77 in 3Q 2022)Third quarter 2023 results: EPS: US$1.14 (up from US$0.77 in 3Q 2022). Revenue: US$3.33b (down 7.8% from 3Q 2022). Net income: US$721.0m (up 49% from 3Q 2022). Profit margin: 22% (up from 13% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 1.7% decline forecast for the Integrated Utilities industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 8% per year.お知らせ • Oct 18Sempra to Report Q3, 2023 Results on Nov 03, 2023Sempra announced that they will report Q3, 2023 results at 7:00 AM, US Eastern Standard Time on Nov 03, 2023お知らせ • Oct 17Sempra Announces Resignation of Kevin C. Sagara as Executive Vice President and Group President, Effective December 1, 2023On October 12, 2023, Kevin C. Sagara provided notice that he will resign as the Executive Vice President and Group President of Sempra effective December 1, 2023.Upcoming Dividend • Sep 19Upcoming dividend of US$0.59 per share at 3.2% yieldEligible shareholders must have bought the stock before 26 September 2023. Payment date: 15 October 2023. Payout ratio is a comfortable 59% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (5.5%).お知らせ • Sep 09Sempra Announces Resignation of Cynthia L. Walker as DirectorOn September 7, 2023, Cynthia L. Walker resigned as a director of Sempra effective the same day.お知らせ • Sep 07Sempra Declares Quarterly Common Dividend, Payable on October 15, 2023Sempra announced that its board of directors has declared a $0.595 per share quarterly dividend on the company's common stock, which is payable October 15, 2023, to common stock shareholders of record at the close of business on September 27, 2023. The quarterly dividend has been adjusted for the previously effected two-for-one stock split of the company's common stock.お知らせ • Aug 18Sempra Appoints Richard Mark to the Board of Directors and Member of Audit, Compensation and Talent Development Committees, Effective August 21, 2023Sempra announced that it has appointed Richard Mark to the company's board of directors effective Aug. 21, 2023. Richard Mark is the former chairman and president of Ameren Illinois. He brings 20 years of experience in electric and gas utility operations, customer service, public policy and regulation, as well as broad knowledge and experience with advanced utility technologies and safety and reliability programs. Mark, 68, served as chairman and president of Ameren Illinois from 2012 to 2022. He first joined Ameren in 2002, where he held a series of increasingly responsible management positions for both Ameren Missouri and Ameren Illinois, including senior vice president, customer operations, and vice president, governmental policy and consumer affairs. Before joining Ameren, Mark served as president, chief executive officer and chief operating officer of St. Mary's Hospital in East St. Louis, IL. He currently serves on the board of directors of Tenet Healthcare Corporation. Mark holds a bachelor's degree from Iowa State University and a master's degree in management from National Louis University. With the appointment of Mark, Sempra will have 10 directors with five having been newly elected since 2018, reflecting the company's commitment to continue growing and benefitting from fresh insights and perspectives. Mr. Mark was named to serve on the Audit Committee and the Compensation and Talent Development Committee. The appointment and committee assignments are effective on August 21, 2023.お知らせ • Aug 04Sempra Provides Earnings Guidance for the Full-Year of 2023 and 2024Sempra provided earnings guidance for the full-year of 2023 and 2024. For the year 2023, the company expects GAAP earnings per common share to be between $8.78 to $9.38.For the year 2024, the company expects GAAP earnings per common share to be between $9.10 to $9.80 and its projected long-term EPS growth rate of 6% to 8%.Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: US$1.91 (vs US$1.78 in 2Q 2022)Second quarter 2023 results: EPS: US$1.91 (up from US$1.78 in 2Q 2022). Revenue: US$3.34b (down 6.0% from 2Q 2022). Net income: US$603.0m (up 7.9% from 2Q 2022). Profit margin: 18% (up from 16% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 1.4% decline forecast for the Integrated Utilities industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 18Sempra to Report Q2, 2023 Results on Aug 03, 2023Sempra announced that they will report Q2, 2023 results at 7:00 AM, US Eastern Standard Time on Aug 03, 2023Upcoming Dividend • Jun 26Upcoming dividend of US$1.19 per share at 3.3% yieldEligible shareholders must have bought the stock before 03 July 2023. Payment date: 15 July 2023. Payout ratio is a comfortable 59% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.8%).お知らせ • May 12Sempra Declares Quarterly Common Dividend, Payable on July 15, 2023Sempra announced that its board of directors has declared a $1.19 per share quarterly dividend on the company's common stock, which is payable July 15, 2023, to common stock shareholders of record at the close of business on July 5, 2023.お知らせ • May 05Sempra Energy Affirms Earnings Guidance for the Full-Year 2023 and Full-Year 2024Sempra Energy affirmed earnings guidance for the Full-Year 2023 and full-year 2024. For its full-year 2023 GAAP earnings per common share (EPS) guidance range of $8.76 to $9.36.For the full-year 2024 EPS guidance range of $9.10 to $9.80.Reported Earnings • May 05First quarter 2023 earnings released: EPS: US$3.08 (vs US$1.94 in 1Q 2022)First quarter 2023 results: EPS: US$3.08 (up from US$1.94 in 1Q 2022). Revenue: US$6.56b (up 72% from 1Q 2022). Net income: US$969.0m (up 58% from 1Q 2022). Profit margin: 15% (down from 16% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 15Upcoming dividend of US$1.19 per share at 3.2% yieldEligible shareholders must have bought the stock before 21 March 2023. Payment date: 15 April 2023. Payout ratio is a comfortable 69% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.8%).Reported Earnings • Mar 01Full year 2022 earnings released: EPS: US$6.64 (vs US$4.02 in FY 2021)Full year 2022 results: EPS: US$6.64 (up from US$4.02 in FY 2021). Revenue: US$14.4b (up 12% from FY 2021). Net income: US$2.09b (up 67% from FY 2021). Profit margin: 14% (up from 9.8% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, while revenues in the Integrated Utilities industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Feb 04Sempra to Report Q4, 2022 Results on Feb 28, 2023Sempra announced that they will report Q4, 2022 results at 7:00 AM, US Eastern Standard Time on Feb 28, 2023Upcoming Dividend • Dec 14Upcoming dividend of US$1.15 per shareEligible shareholders must have bought the stock before 21 December 2022. Payment date: 15 January 2023. Payout ratio is a comfortable 63% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (5.0%).Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. Independent Director Bethany Mayer was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 04Third quarter 2022 earnings released: EPS: US$1.54 (vs US$2.03 loss in 3Q 2021)Third quarter 2022 results: EPS: US$1.54 (up from US$2.03 loss in 3Q 2021). Revenue: US$3.62b (up 20% from 3Q 2021). Net income: US$485.0m (up US$1.13b from 3Q 2021). Profit margin: 13% (up from net loss in 3Q 2021). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, while revenues in the Integrated Utilities industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 15Upcoming dividend of US$1.15 per shareEligible shareholders must have bought the stock before 22 September 2022. Payment date: 15 October 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (5.1%).Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: US$1.78 (vs US$1.38 in 2Q 2021)Second quarter 2022 results: EPS: US$1.78 (up from US$1.38 in 2Q 2021). Revenue: US$3.55b (up 29% from 2Q 2021). Net income: US$559.0m (up 32% from 2Q 2021). Profit margin: 16% (in line with 2Q 2021). Over the next year, revenue is expected to shrink by 3.0% compared to a 3.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Board Change • Aug 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. Independent Director Bethany Mayer was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Jul 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. Independent Director Bethany Mayer was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Jun 29Upcoming dividend of US$1.15 per shareEligible shareholders must have bought the stock before 06 July 2022. Payment date: 15 July 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (5.2%).業績と収益の成長予測DB:SE4 - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202814,2563,9381,7235,2451112/31/202714,0773,6505,6904,9091312/31/202614,3623,3515,8015,29013/31/202613,5551,927-5,8454,892N/A12/31/202513,7021,796-6,0474,565N/A9/30/202513,7112,109-4,9104,741N/A6/30/202513,3362,670-4,3724,653N/A3/31/202513,3472,922-4,0804,538N/A12/31/202413,1852,817-3,3084,907N/A9/30/202412,9182,888-3,4574,631N/A6/30/202413,4762,972-2,9445,001N/A3/31/202413,8002,862-2,4116,089N/A12/31/202316,7203,030-2,1796,218N/A9/30/202316,6842,732-3,0754,816N/A6/30/202316,9672,495-4,7632,515N/A3/31/202317,1792,451-4,4681,515N/A12/31/202214,4392,094-4,2151,142N/A9/30/202214,8282,260-2,6332,316N/A6/30/202214,2241,127-1,0013,951N/A3/31/202213,418992-1,0913,947N/A12/31/202112,8571,254-1,1733,842N/A9/30/202112,1841,064-1,0263,943N/A6/30/202111,8152,070-1,0833,819N/A3/31/202111,6002,108-2,0722,775N/A12/31/202011,3701,914-2,0852,591N/A9/30/202011,1421,876-1,8322,599N/A6/30/202011,2562,075-1,8442,411N/A3/31/202010,9601,889-4803,455N/A12/31/201910,8291,692N/A3,088N/A9/30/201910,7122,129N/A2,975N/A6/30/201910,5191,792N/A3,547N/A3/31/201910,464900N/A3,501N/A12/31/201810,102736N/A3,516N/A9/30/201810,240-578N/A3,580N/A6/30/201810,354-741N/A3,409N/A3/31/201810,712134N/A3,587N/A12/31/20179,640287N/A3,625N/A9/30/201711,1131,136N/A3,324N/A6/30/201710,9691,701N/A3,284N/A3/31/201710,5921,458N/A2,689N/A12/31/201610,1831,370N/A2,311N/A9/30/201610,0141,360N/A2,507N/A6/30/20169,960986N/A2,602N/A3/31/201610,1711,265N/A2,720N/A12/31/201510,2311,349N/A2,898N/A9/30/201510,2771,277N/A2,589N/A6/30/201510,6111,377N/A2,346N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: SE4の予測収益成長率 (年間15% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: SE4の収益 ( 15% ) German市場 ( 16.7% ) よりも低い成長が予測されています。高成長収益: SE4の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: SE4の収益 ( 2.6% ) German市場 ( 6.4% ) よりも低い成長が予測されています。高い収益成長: SE4の収益 ( 2.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: SE4の 自己資本利益率 は、3年後には低くなると予測されています ( 10 %)。成長企業の発掘7D1Y7D1Y7D1YUtilities 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 14:49終値2026/05/07 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Sempra 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。23 アナリスト機関Jacob KilsteinArgus Research CompanyDaniel FordBarclaysNicholas CampanellaBarclays20 その他のアナリストを表示
お知らせ • Nov 05Sempra Updates Earnings Guidance for the Full Year 2025Sempra Updated Earnings Guidance for the Full Year 2025. for the Year, (Eps) Guidance Range of $3.05 To $3.45,. The Company Is Also Affirming Its Guidance to the High-End or Above Its Projected Long-Term Eps Compound Annual Growth Rate of 7% to 9% for 2025 Through 2029.
お知らせ • Aug 07Sempra Updates Earnings Guidance for Full-Year 2025 and 2026Sempra updated earnings guidance for full-year 2025 and 2026. For the year 2025, the company expects GAAP earnings-per-common-share (EPS) range of $4.05 to $4.45. The company is also affirming its guidance to the high-end or above its projected long-term EPS compound annual growth rate of 7% to 9% for 2025 through 2029. For the full-year 2026, company expects EPS range of $4.80 to $5.30.
お知らせ • May 08Sempra Updates Earnings Guidance for the Full Year 2025Sempra updated earnings guidance for the full year 2025. for the year, the company is updating its full-year 2025 GAAP earnings-per-common-share (EPS) guidance range to $4.25 – $4.65, reflecting actual results through the first quarter.
お知らせ • Nov 07Sempra Updates Earnings Guidance for the Full-Year 2024 and Affirms Earnings Guidance for the Full-Year 2025Sempra updated earnings guidance for the full-year 2024 and affirmed earnings guidance for the full-year 2025. The company is updating its full-year 2024 GAAP earnings-per-common share (EPS) guidance range to $4.86 to $5.16 reflecting actual results through the third quarter. The company is also affirming its full-year 2025 EPS guidance range of $4.90 to $5.25.
お知らせ • Aug 06Sempra Updates Earnings Guidance for the Full-Year of 2024 and Affirms Earnings Guidance for the Full-Year of 2025Sempra updated earnings guidance for the full-year of 2024 and affirmed earnings guidance for the full-year of 2025. For the full-year of 2024, the company expects GAAP earnings-per-common share (EPS) guidance range to be between $4.74 to $5.04 reflecting actual results through the second quarter. For the full-year of 2025, the company expects EPS guidance range of $4.90 to $5.25. The company is also affirming its projected long-term EPS growth rate of approximately 6% to 8%.
お知らせ • May 08Sempra Energy Updates Earnings Guidance for the Full-Year 2024 and Affirms Earning Guidance for the Full-Year 2025Sempra Energy updated earnings guidance for the Full-Year 2024 and affirmed earning guidance for the full-year 2025. For its full-year 2024 GAAP earnings per common share (EPS) guidance range of $4.52 to $4.82. For the full-year 2025 EPS guidance range of $4.90to $5.25. The company is also affirming its projected long-term EPS growth rate of 6% to 8%.
お知らせ • Apr 21Sempra to Report Q1, 2026 Results on May 07, 2026Sempra announced that they will report Q1, 2026 results at 8:00 AM, US Eastern Standard Time on May 07, 2026
お知らせ • Mar 30Sempra, Annual General Meeting, May 12, 2026Sempra, Annual General Meeting, May 12, 2026.
お知らせ • Feb 26+ 1 more updateSempra Declares Quarterly Dividend, Payable April 15, 2026Sempra's board of directors declared a $0.6575 per share quarterly dividend on the company's common stock, which is payable April 15, 2026, to common stock shareholders of record at the close of business on March 19, 2026. The declared quarterly dividend represents an increase of the company's common stock dividend to $2.63 per share, on an annualized basis, from $2.58 per share in 2025.
お知らせ • Feb 10Sempra to Report Q4, 2025 Results on Feb 26, 2026Sempra announced that they will report Q4, 2025 results at 8:00 AM, US Eastern Standard Time on Feb 26, 2026
お知らせ • Jan 12Sempra Announces Appointment of David J. Barrett as Senior Vice President and Deputy General Counsel of Litigation and Regulatory, Effective January 31, 2026On January 8, 2026, Sempra announced that David J. Barrett was appointed as Senior Vice President and Deputy General Counsel of Litigation and Regulatory for Sempra. He resigned as Senior Vice President and General Counsel for SoCalGas. All of the foregoing actions will be effective January 31, 2026.
お知らせ • Nov 07Sempra Declares Quarterly Dividend, Payable January 15, 2026Sempra announced that its board of directors has declared a $0.645 per share quarterly dividend on the company's common stock, which is payable Jan. 15, 2026, to common stock shareholders of record at the close of business on Dec. 11, 2025.
お知らせ • Nov 05Sempra Updates Earnings Guidance for the Full Year 2025Sempra Updated Earnings Guidance for the Full Year 2025. for the Year, (Eps) Guidance Range of $3.05 To $3.45,. The Company Is Also Affirming Its Guidance to the High-End or Above Its Projected Long-Term Eps Compound Annual Growth Rate of 7% to 9% for 2025 Through 2029.
お知らせ • Oct 16Sempra to Report Q3, 2025 Results on Nov 05, 2025Sempra announced that they will report Q3, 2025 results at 8:00 AM, US Eastern Standard Time on Nov 05, 2025
お知らせ • Sep 23+ 1 more updateUnknown affiliates of KKR & Co. Inc. (NYSE:KKR) and Canada Pension Plan Investment Board signed a definitive agreement to acquire an additional 45% stake in Sempra Infrastructure Partners, LP from Sempra (NYSE:SRE) for $10 billion.Unknown affiliates of KKR & Co. Inc. (NYSE:KKR) and Canada Pension Plan Investment Board signed a definitive agreement to acquire an additional 45% stake in Sempra Infrastructure Partners, LP from Sempra (NYSE:SRE) for $10 billion on September 22, 2025. Subject to adjustments, the purchase price will be paid to Sempra as follows: (i) $4.65 billion will be paid in cash at the closing (the “Closing”); (ii) $4.14 billion plus interest compounded quarterly at 7.5% per annum (totaling $4.72 billion with principal and accrued interest unless paid early) will be due on December 31, 2027 under instruments backed by equity commitment letters (the “Instruments”); and (iii) $1.2 billion plus interest compounded quarterly at 8.5% per annum before January 1, 2031 and 10.0% per annum thereafter (totaling $2.24 billion with principal and accrued interest unless paid early) will be due seven years and 91 days after the Closing under promissory notes (the “Notes”). The purchase price is subject to adjustments for changes in net debt, net working capital and capital expenditures as of December 31, 2025, among others. If the KKR Partners fail to complete the Closing when all closing conditions are satisfied, Sempra will receive a termination fee of $414 million. Any party may generally terminate the PSA if the Closing has not occurred within 12 months after signing. Canada Pension Plan Investment Board will pay $3 billion for 13% stake in Sempra Infrastructure. Upon completion, a KKR-led consortium will become the majority owner of Sempra Infrastructure Partners, holding a 65% equity stake, while Sempra will retain a 25% interest alongside Abu Dhabi Investment Authority's (ADIA) existing 10% stake. Under the terms of the agreement, Sempra and ADIA will have certain minority rights in Sempra Infrastructure Partners. Transaction is subject to expiration of the waiting period under the Hart-Scott-Rodino Act; receipt of applicable regulatory approvals, such as antitrust approvals in Mexico and approval by the Federal Energy Regulatory Commission; receipt of certain other third-party consents or waivers; the absence of a material adverse effect on Sempra Infrastructure Partners; the absence of specific downgrade events under certain financing arrangements; and other customary closing conditions. The transaction is expected to close in Q2 or Q3 2026. The transactions is expected to be accretive for Sempra and is expected to adds five-year average annual accretion of $0.20 of earnings per common share (EPS) starting in 2027. BofA Securities, Inc. acted as financial advisor for Sempra. Sullivan & Cromwell LLP acted as legal advisor for Sempra. Citigroup Inc. acted as financial advisor for KKR & Co. Inc. Simpson Thacher & Bartlett LLP acted as legal advisor for KKR & Co. Inc. Kirkland & Ellis LLP acted as legal advisor for Canada Pension Plan Investment Board.
お知らせ • Sep 18Sempra Declares Common Dividend, Payable on October 15, 2025Sempra announced that its board of directors has declared a $0.645 per share quarterly dividend on the company's common stock, which is payable October 15, 2025, to common stock shareholders of record at the close of business on October 1, 2025.
お知らせ • Aug 07Sempra Updates Earnings Guidance for Full-Year 2025 and 2026Sempra updated earnings guidance for full-year 2025 and 2026. For the year 2025, the company expects GAAP earnings-per-common-share (EPS) range of $4.05 to $4.45. The company is also affirming its guidance to the high-end or above its projected long-term EPS compound annual growth rate of 7% to 9% for 2025 through 2029. For the full-year 2026, company expects EPS range of $4.80 to $5.30.
お知らせ • Jul 22Sempra to Report Q2, 2025 Results on Aug 07, 2025Sempra announced that they will report Q2, 2025 results at 8:00 AM, US Eastern Standard Time on Aug 07, 2025
お知らせ • Jun 26Sempra Announces Board ChangesOn June 21, 2025, the Board of Directors of Sempra promoted Caroline A. Winn to the position of executive vice president of Sempra overseeing Southern California Gas Company and San Diego Gas & Electric Company,Sempra’s California utility subsidiaries. On June 18, 2025, Peter R. Wall provided notice that he will resign as senior vice president, controller and chief accounting officer of Sempra. On June 21, 2025, the Sempra Board promoted Dyan Z. Wold, the current vice president, controller and chief accounting officer of Sempra’s subsidiary Sempra Infrastructure Partners, to the position of vice president, controller and chief accounting officer of Sempra. Ms. Wold, 50, has served as vice president and controller of Sempra Infrastructure Partners since Fall 2021 and as chief accounting officer of Sempra Infrastructure Partners since September 2023. Prior to that, Ms. Wold served as controller of Sempra’s LNG business since November 2019 and in various other finance and accounting leadership roles during her nearly 20-year tenure at the Sempra companies, including assistant controller of SoCalGas and director of accounting research and policies for Sempra.
お知らせ • May 16Sempra Declares Quarterly Dividend, Payable on July 15, 2025Sempra 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.
お知らせ • May 08Sempra Updates Earnings Guidance for the Full Year 2025Sempra updated earnings guidance for the full year 2025. for the year, the company is updating its full-year 2025 GAAP earnings-per-common-share (EPS) guidance range to $4.25 – $4.65, reflecting actual results through the first quarter.
お知らせ • Apr 22Sempra to Report Q1, 2025 Results on May 08, 2025Sempra announced that they will report Q1, 2025 results at 8:00 AM, US Eastern Standard Time on May 08, 2025
お知らせ • Mar 31Sempra, Annual General Meeting, May 13, 2025Sempra, Annual General Meeting, May 13, 2025.
お知らせ • Feb 26+ 1 more updateSempra Declares Quarterly Common Stock Dividend, Payable on April 15, 2025Sempra declared a $0.645 per share quarterly dividend on the company's common stock, which is payable April 15, 2025, to common stock shareholders of record at the close of business on March 20, 2025. The declared quarterly dividend represents an increase of the company's common stock dividend to $2.58 per share, on an annualized basis, from $2.48 per share in 2024.
お知らせ • Feb 11Sempra to Report Q4, 2024 Results on Feb 25, 2025Sempra announced that they will report Q4, 2024 results at 8:00 AM, US Eastern Standard Time on Feb 25, 2025
お知らせ • Feb 10Sempra Appoints Anya Weaving and Kevin Sagara to Board of DirectorsSempra announced the appointments of Anya Weaving and Kevin Sagara to the company's board of directors effective March 1, 2025. Weaving's extensive investment banking experience, where she advised clients in the oil and gas industry on strategy, mergers and acquisitions (M&A) and capital markets transactions, combined with her previous role as a chief financial officer, brings industry knowledge and critical skills in strategic decision-making, financial acumen and governance to the board.With over 30 years of experience in the energy sector, Sagara brings demonstrated leadership and experience in both regulated utility and non-regulated energy infrastructure operations, including safety, regulatory, M&A, and other legal and governance areas. As a corporate attorney, Sagara played a key role in the merger that created Sempra in 1998. Weaving also serves on the board of directors of APA Corporation, where she is a member of the audit committee and the corporate responsibility, governance and nominating committee. She is the former vice chair of global natural resources, investment banking for Bank of America. Prior to his retirement from Sempra in 2023, Sagara served as group president of Sempra California, where he served as chair of San Diego Gas & Electric (SDGE) and Southern California Gas Company. He previously held roles as CEO of SDGE and president of Sempra Renewables. With the appointments of Weaving and Sagara, Sempra will have 11 directors with four having been newly elected over the past five years, reflecting the company's commitment to periodic board refreshment to bring fresh and diverse perspectives into the boardroom. Weaving will serve on the board's audit committee and compensation and talent development committee. Sagara will serve on the board's safety, sustainability and technology committee.
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €86.18, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 12x in the Integrated Utilities industry in Europe. Total returns to shareholders of 74% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €78.44 per share.
Declared Dividend • Nov 11Third quarter dividend of US$0.62 announcedShareholders will receive a dividend of US$0.62. Ex-date: 5th December 2024 Payment date: 15th January 2025 Dividend yield will be 2.7%, which is lower than the industry average of 4.5%. Sustainability & Growth Dividend is covered by earnings (54% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 08Sempra Declares Quarterly Common Stock Dividend, Payable on January 15, 2025Sempra announced that its board of directors has declared a $0.62 per share quarterly dividend on the company's common stock, which is payable January 15, 2025, to common stock shareholders of record at the close of business on December 5, 2024.
Reported Earnings • Nov 07Third quarter 2024 earnings released: EPS: US$1.01 (vs US$1.14 in 3Q 2023)Third quarter 2024 results: EPS: US$1.01 (down from US$1.14 in 3Q 2023). Revenue: US$2.78b (down 17% from 3Q 2023). Net income: US$638.0m (down 12% from 3Q 2023). Profit margin: 23% (up from 22% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Integrated Utilities industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 07Sempra Updates Earnings Guidance for the Full-Year 2024 and Affirms Earnings Guidance for the Full-Year 2025Sempra updated earnings guidance for the full-year 2024 and affirmed earnings guidance for the full-year 2025. The company is updating its full-year 2024 GAAP earnings-per-common share (EPS) guidance range to $4.86 to $5.16 reflecting actual results through the third quarter. The company is also affirming its full-year 2025 EPS guidance range of $4.90 to $5.25.
お知らせ • Nov 06Sempra has filed a Follow-on Equity Offering in the amount of $3 billion.Sempra has filed a Follow-on Equity Offering in the amount of $3 billion. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
お知らせ • Oct 22Sempra to Report Q3, 2024 Results on Nov 06, 2024Sempra announced that they will report Q3, 2024 results at 8:00 AM, US Eastern Standard Time on Nov 06, 2024
お知らせ • Sep 11Sempra Announces the Resignation of Bethany J. Mayer as DirectorSempra announced that on September 5, 2024, Bethany J. Mayer resigned as a director of the company effective the same day.
Declared Dividend • Sep 09Second quarter dividend of US$0.62 announcedShareholders will receive a dividend of US$0.62. Ex-date: 26th September 2024 Payment date: 15th October 2024 Dividend yield will be 3.1%, which is lower than the industry average of 4.5%. Sustainability & Growth Dividend is covered by earnings (52% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Sep 05Sempra Declares Quarterly Common Stock Dividend, Payable on Oct. 15, 2024Sempra announced that its board of directors has declared a $0.62 per share quarterly dividend on the company's common stock, which is payable Oct. 15, 2024, to common stock shareholders of record at the close of business on Sept. 26, 2024.
Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: US$1.13 (vs US$0.96 in 2Q 2023)Second quarter 2024 results: EPS: US$1.13 (up from US$0.96 in 2Q 2023). Revenue: US$3.01b (down 9.7% from 2Q 2023). Net income: US$713.0m (up 18% from 2Q 2023). Profit margin: 24% (up from 18% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Integrated Utilities industry in Europe. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 06Sempra Updates Earnings Guidance for the Full-Year of 2024 and Affirms Earnings Guidance for the Full-Year of 2025Sempra updated earnings guidance for the full-year of 2024 and affirmed earnings guidance for the full-year of 2025. For the full-year of 2024, the company expects GAAP earnings-per-common share (EPS) guidance range to be between $4.74 to $5.04 reflecting actual results through the second quarter. For the full-year of 2025, the company expects EPS guidance range of $4.90 to $5.25. The company is also affirming its projected long-term EPS growth rate of approximately 6% to 8%.
お知らせ • Jul 23Sempra to Report Q2, 2024 Results on Aug 06, 2024Sempra announced that they will report Q2, 2024 results at 8:00 AM, US Eastern Standard Time on Aug 06, 2024
お知らせ • Jun 21Sempra Appoints Jennifer M. Kirk to Board of DirectorsSempra announced the appointment of Jennifer M. Kirk to the company's board of directors effective June 20, 2024. Kirk is currently the global controller and chief accounting officer of Medtronic plc and has deep executive experience in finance, accounting and capital market activities, including more than 20 years in the energy industry. Before joining Medtronic, Kirk, 49, worked at Occidental Petroleum Corporation for more than two decades, serving in roles of increasing responsibility, including senior vice president of integration and value capture, and vice president, controller and principal accounting officer. Kirk serves on the board of directors of Republic Services, where she is chair of the audit committee. She holds a bachelor's degree in economics from UC Santa Barbara and a master's degree in business administration from California State University, Bakersfield. With the appointment of Kirk, Sempra will have 10 directors with three having been newly elected over the past five years, reflecting the company's commitment to periodic board refreshment to ensure fresh and diverse perspectives are present in the boardroom. Kirk will serve on the board's audit committee and the safety, sustainability and technology committee.
Declared Dividend • May 20First quarter dividend of US$0.62 announcedShareholders will receive a dividend of US$0.62. Ex-date: 27th June 2024 Payment date: 15th July 2024 Dividend yield will be 3.2%, which is lower than the industry average of 4.5%. Sustainability & Growth Dividend is covered by earnings (53% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 21% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 15Sempra Declares Common Dividend, Payable July 15, 2024Sempra announced that its board of directors has declared a $0.62 per share quarterly dividend on the company's common stock, which is payable July 15, 2024, to common stock shareholders of record at the close of business on June 27, 2024.
お知らせ • May 08Sempra Energy Updates Earnings Guidance for the Full-Year 2024 and Affirms Earning Guidance for the Full-Year 2025Sempra Energy updated earnings guidance for the Full-Year 2024 and affirmed earning guidance for the full-year 2025. For its full-year 2024 GAAP earnings per common share (EPS) guidance range of $4.52 to $4.82. For the full-year 2025 EPS guidance range of $4.90to $5.25. The company is also affirming its projected long-term EPS growth rate of 6% to 8%.
New Risk • May 07New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.6x net interest cover). Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • May 07First quarter 2024 earnings released: EPS: US$1.27 (vs US$1.54 in 1Q 2023)First quarter 2024 results: EPS: US$1.27 (down from US$1.54 in 1Q 2023). Revenue: US$3.64b (down 45% from 1Q 2023). Net income: US$801.0m (down 17% from 1Q 2023). Profit margin: 22% (up from 15% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Integrated Utilities industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 21Sempra to Report Q1, 2024 Results on May 07, 2024Sempra announced that they will report Q1, 2024 results at 8:00 AM, US Eastern Standard Time on May 07, 2024
お知らせ • Mar 26Sempra, Annual General Meeting, May 09, 2024Sempra, Annual General Meeting, May 09, 2024, at 09:00 Pacific Standard Time. Agenda: To consider election of the nine director nominees named in the accompanying proxy statement; to consider ratification of appointment of independent registered public accounting firm; and to discuss other matters.
Upcoming Dividend • Mar 13Upcoming dividend of US$0.62 per shareEligible shareholders must have bought the stock before 20 March 2024. Payment date: 15 April 2024. Payout ratio is a comfortable 50% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.7%).
Declared Dividend • Mar 04Fourth quarter dividend of US$0.62 announcedShareholders will receive a dividend of US$0.62. Ex-date: 20th March 2024 Payment date: 15th April 2024 Dividend yield will be 4.3%, which is lower than the industry average of 4.5%. Sustainability & Growth Dividend is covered by earnings (50% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 28Full year 2023 earnings released: EPS: US$4.81 (vs US$3.32 in FY 2022)Full year 2023 results: EPS: US$4.81 (up from US$3.32 in FY 2022). Revenue: US$16.7b (up 16% from FY 2022). Net income: US$3.03b (up 45% from FY 2022). Profit margin: 18% (up from 14% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Integrated Utilities industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Feb 07Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €65.50. The fair value is estimated to be €81.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 0.4% per annum. Earnings are also forecast to grow by 7.1% per annum over the same time period.
お知らせ • Jan 30Sempra to Report Q4, 2023 Results on Feb 27, 2024Sempra announced that they will report Q4, 2023 results at 7:00 AM, Eastern Standard Time on Feb 27, 2024
Buying Opportunity • Dec 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.2%. The fair value is estimated to be €83.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 1.1% per annum. Earnings is also forecast to grow by 7.4% per annum over the same time period.
お知らせ • Nov 29+ 1 more updateSempra Announces Chief Financial Officer ChangesSempra announced the following management updates are effective January 1, 2024 and these individuals will report directly to Martin. Trevor Mihalik, who currently serves as the company's executive vice president and chief financial officer, has been appointed executive vice president and group president of Sempra. Over the last 11 years, Mihalik has served as the company's chief accounting officer and more recently as the chief financial officer. Karen Sedgwick, who currently serves as the company's chief administrative officer and chief human resources officer, has been appointed executive vice president and chief financial officer of Sempra, where she will lead several corporate functions, including Accounting, Tax, Finance and Investor Relations. Over the last 31 years, Sedgwick has held a series of financial leadership roles within the Sempra family of companies, including Treasury and Cash Management, Investor Relations, Financial Planning, Audit Services and Insurance, and Enterprise Risk Management and Compliance.
Upcoming Dividend • Nov 28Upcoming dividend of US$0.59 per share at 3.2% yieldEligible shareholders must have bought the stock before 05 December 2023. Payment date: 15 January 2024. Payout ratio is a comfortable 54% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (5.6%).
お知らせ • Nov 15Sempra Declares Quarterly Common Dividend, Payable on January 15, 2024Sempra declared a $0.595 per share quarterly dividend on the company's common stock, which is payable Jan. 15, 2024, to common stock shareholders of record at the close of business on Dec. 6, 2023.
お知らせ • Nov 09+ 2 more updatesSempra has filed a Follow-on Equity Offering in the amount of $1 billion.Sempra has filed a Follow-on Equity Offering in the amount of $1 billion. Security Name: Common Stock Security Type: Common Stock
お知らせ • Nov 04Sempra Re-Affirms Earnings Guidance for the Year 2023Sempra re-affirmed earnings guidance for the year 2023. The company is updating its full-year 2023 GAAP EPS guidance range to $4.44 to $4.74. As a result of the company's strong execution and financial results in the first nine months of the year, the company expects to be at or above the high-end of its full-year 2023 adjusted EPS guidance range of $4.30 to $4.60. The company also is affirming its full-year 2024 EPS guidance range of $4.55 to $4.90 and affirming its projected long-term EPS growth rate of 6% to 8%.
Reported Earnings • Nov 04Third quarter 2023 earnings released: EPS: US$1.14 (vs US$0.77 in 3Q 2022)Third quarter 2023 results: EPS: US$1.14 (up from US$0.77 in 3Q 2022). Revenue: US$3.33b (down 7.8% from 3Q 2022). Net income: US$721.0m (up 49% from 3Q 2022). Profit margin: 22% (up from 13% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 1.7% decline forecast for the Integrated Utilities industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 8% per year.
お知らせ • Oct 18Sempra to Report Q3, 2023 Results on Nov 03, 2023Sempra announced that they will report Q3, 2023 results at 7:00 AM, US Eastern Standard Time on Nov 03, 2023
お知らせ • Oct 17Sempra Announces Resignation of Kevin C. Sagara as Executive Vice President and Group President, Effective December 1, 2023On October 12, 2023, Kevin C. Sagara provided notice that he will resign as the Executive Vice President and Group President of Sempra effective December 1, 2023.
Upcoming Dividend • Sep 19Upcoming dividend of US$0.59 per share at 3.2% yieldEligible shareholders must have bought the stock before 26 September 2023. Payment date: 15 October 2023. Payout ratio is a comfortable 59% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (5.5%).
お知らせ • Sep 09Sempra Announces Resignation of Cynthia L. Walker as DirectorOn September 7, 2023, Cynthia L. Walker resigned as a director of Sempra effective the same day.
お知らせ • Sep 07Sempra Declares Quarterly Common Dividend, Payable on October 15, 2023Sempra announced that its board of directors has declared a $0.595 per share quarterly dividend on the company's common stock, which is payable October 15, 2023, to common stock shareholders of record at the close of business on September 27, 2023. The quarterly dividend has been adjusted for the previously effected two-for-one stock split of the company's common stock.
お知らせ • Aug 18Sempra Appoints Richard Mark to the Board of Directors and Member of Audit, Compensation and Talent Development Committees, Effective August 21, 2023Sempra announced that it has appointed Richard Mark to the company's board of directors effective Aug. 21, 2023. Richard Mark is the former chairman and president of Ameren Illinois. He brings 20 years of experience in electric and gas utility operations, customer service, public policy and regulation, as well as broad knowledge and experience with advanced utility technologies and safety and reliability programs. Mark, 68, served as chairman and president of Ameren Illinois from 2012 to 2022. He first joined Ameren in 2002, where he held a series of increasingly responsible management positions for both Ameren Missouri and Ameren Illinois, including senior vice president, customer operations, and vice president, governmental policy and consumer affairs. Before joining Ameren, Mark served as president, chief executive officer and chief operating officer of St. Mary's Hospital in East St. Louis, IL. He currently serves on the board of directors of Tenet Healthcare Corporation. Mark holds a bachelor's degree from Iowa State University and a master's degree in management from National Louis University. With the appointment of Mark, Sempra will have 10 directors with five having been newly elected since 2018, reflecting the company's commitment to continue growing and benefitting from fresh insights and perspectives. Mr. Mark was named to serve on the Audit Committee and the Compensation and Talent Development Committee. The appointment and committee assignments are effective on August 21, 2023.
お知らせ • Aug 04Sempra Provides Earnings Guidance for the Full-Year of 2023 and 2024Sempra provided earnings guidance for the full-year of 2023 and 2024. For the year 2023, the company expects GAAP earnings per common share to be between $8.78 to $9.38.For the year 2024, the company expects GAAP earnings per common share to be between $9.10 to $9.80 and its projected long-term EPS growth rate of 6% to 8%.
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: US$1.91 (vs US$1.78 in 2Q 2022)Second quarter 2023 results: EPS: US$1.91 (up from US$1.78 in 2Q 2022). Revenue: US$3.34b (down 6.0% from 2Q 2022). Net income: US$603.0m (up 7.9% from 2Q 2022). Profit margin: 18% (up from 16% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 1.4% decline forecast for the Integrated Utilities industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 18Sempra to Report Q2, 2023 Results on Aug 03, 2023Sempra announced that they will report Q2, 2023 results at 7:00 AM, US Eastern Standard Time on Aug 03, 2023
Upcoming Dividend • Jun 26Upcoming dividend of US$1.19 per share at 3.3% yieldEligible shareholders must have bought the stock before 03 July 2023. Payment date: 15 July 2023. Payout ratio is a comfortable 59% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.8%).
お知らせ • May 12Sempra Declares Quarterly Common Dividend, Payable on July 15, 2023Sempra announced that its board of directors has declared a $1.19 per share quarterly dividend on the company's common stock, which is payable July 15, 2023, to common stock shareholders of record at the close of business on July 5, 2023.
お知らせ • May 05Sempra Energy Affirms Earnings Guidance for the Full-Year 2023 and Full-Year 2024Sempra Energy affirmed earnings guidance for the Full-Year 2023 and full-year 2024. For its full-year 2023 GAAP earnings per common share (EPS) guidance range of $8.76 to $9.36.For the full-year 2024 EPS guidance range of $9.10 to $9.80.
Reported Earnings • May 05First quarter 2023 earnings released: EPS: US$3.08 (vs US$1.94 in 1Q 2022)First quarter 2023 results: EPS: US$3.08 (up from US$1.94 in 1Q 2022). Revenue: US$6.56b (up 72% from 1Q 2022). Net income: US$969.0m (up 58% from 1Q 2022). Profit margin: 15% (down from 16% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 15Upcoming dividend of US$1.19 per share at 3.2% yieldEligible shareholders must have bought the stock before 21 March 2023. Payment date: 15 April 2023. Payout ratio is a comfortable 69% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.8%).
Reported Earnings • Mar 01Full year 2022 earnings released: EPS: US$6.64 (vs US$4.02 in FY 2021)Full year 2022 results: EPS: US$6.64 (up from US$4.02 in FY 2021). Revenue: US$14.4b (up 12% from FY 2021). Net income: US$2.09b (up 67% from FY 2021). Profit margin: 14% (up from 9.8% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, while revenues in the Integrated Utilities industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Feb 04Sempra to Report Q4, 2022 Results on Feb 28, 2023Sempra announced that they will report Q4, 2022 results at 7:00 AM, US Eastern Standard Time on Feb 28, 2023
Upcoming Dividend • Dec 14Upcoming dividend of US$1.15 per shareEligible shareholders must have bought the stock before 21 December 2022. Payment date: 15 January 2023. Payout ratio is a comfortable 63% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (5.0%).
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. Independent Director Bethany Mayer was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 04Third quarter 2022 earnings released: EPS: US$1.54 (vs US$2.03 loss in 3Q 2021)Third quarter 2022 results: EPS: US$1.54 (up from US$2.03 loss in 3Q 2021). Revenue: US$3.62b (up 20% from 3Q 2021). Net income: US$485.0m (up US$1.13b from 3Q 2021). Profit margin: 13% (up from net loss in 3Q 2021). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, while revenues in the Integrated Utilities industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 15Upcoming dividend of US$1.15 per shareEligible shareholders must have bought the stock before 22 September 2022. Payment date: 15 October 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (5.1%).
Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: US$1.78 (vs US$1.38 in 2Q 2021)Second quarter 2022 results: EPS: US$1.78 (up from US$1.38 in 2Q 2021). Revenue: US$3.55b (up 29% from 2Q 2021). Net income: US$559.0m (up 32% from 2Q 2021). Profit margin: 16% (in line with 2Q 2021). Over the next year, revenue is expected to shrink by 3.0% compared to a 3.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Board Change • Aug 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. Independent Director Bethany Mayer was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jul 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. Independent Director Bethany Mayer was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Jun 29Upcoming dividend of US$1.15 per shareEligible shareholders must have bought the stock before 06 July 2022. Payment date: 15 July 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (5.2%).