Sempra Förvaltning
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Viktig information
Jeff Martin
Verkställande direktör
US$22.2m
Total ersättning
| VD-lön i procent | 7.64% |
| Anställning som VD | 8yrs |
| Ägande av VD | 0.006% |
| Ledningens genomsnittliga anställningstid | 2.3yrs |
| Styrelsens genomsnittliga mandatperiod | 7.6yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • Jan 23
SRE: Long-Term EPS Outlook Will Support Constructive Future Share Returns
Analysts have nudged their price target on Sempra slightly higher to about $100.07 from roughly $99.87, reflecting updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News Sempra issued updated earnings guidance for the full year 2025, with an EPS range of $3.05 to $3.45.Seeking Alpha • Jan 19
Sempra: A Defensive Way To Gain From The AI-Driven Power Demand Surge
Summary Sempra remains a Buy, offering strong, predictable income and robust long-term growth potential despite the current macro uncertainty. SRE’s $10B infrastructure stake sale enhances financial flexibility, supporting their investment plans, and being expected to drive EPS accretion from 2027. Guidance remains solid, with 2025-2026 EPS targets reaffirmed and a manageable 2.8% dividend yield on top, supported by a conservative payout ratio. SRE is well positioned to benefit from surging electricity demand driven by AI and data centers, especially via its Texas subsidiary Oncor, with significant LNG exposure on top. Read the full article on Seeking AlphaUppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • Jul 31
Be Wary Of Sempra (NYSE:SRE) And Its Returns On Capital
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Analysartikel • Jun 24
Sempra's (NYSE:SRE) Price Is Out Of Tune With Earnings
With a median price-to-earnings (or "P/E") ratio of close to 18x in the United States, you could be forgiven for...Seeking Alpha • Apr 16
Sempra: Soaring Demand And Attractive Valuation Make It A Buy
Summary Sempra offers stability and growth with a 3.7% yield, trading near the low end of its 52-week range, making it attractive for income and value investors. Its diversified utility operations, especially Oncor in Texas, benefit from strong economic growth and high-margin, low-risk business models, ensuring steady earnings and dividends. SRE's $56 billion capital plan and 7-9% EPS growth target support long-term growth prospects. The strong financials, BBB+ rating, and robust demand from data center expansion position it for potential market-beating total returns. Read the full article on Seeking AlphaSeeking Alpha • Feb 01
Sempra: Another Boring Utility So You Can Sleep Well At Night
Summary Sempra is a solid dividend growth stock with a BBB+ credit rating and undervalued shares, making it a buy. Despite a 16.7% revenue decline in Q3, SRE's long-term EPS growth rate of 6-8% remains strong, driven by Texas growth. SRE's 3% dividend yield is secure, with a low payout ratio and a 14-year growth streak, ensuring dividend consistency. Risks include rate sensitivity, concentrated presence in California and Texas, natural disasters, and cyber threats, but overall, SRE's fundamentals are strong. Read the full article on Seeking AlphaSeeking Alpha • Dec 04
Sempra Energy: Above Average Growth Prospects For A Utility Company
Summary Sempra Energy's diversified operations in California, Texas, and its Port Arthur LNG projects offer strong growth prospects moving forward. Despite recent earnings misses, Sempra reaffirmed its FY2024 and FY2025 guidance, highlighting bullish updates on Port Arthur LNG Phase 1 and Phase 2. Trading in-line with the utility sector, Sempra's higher growth potential makes it a BUY, but I recommend starting small and adding on dips. While Sempra has outperformed the broad Utility Sector over the past three years, my advise is for investors to maintain a larger allocation to the S&P 500 for better growth exposure. Read the full article on Seeking AlphaAnalys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$2b |
| Dec 31 2025 | US$22m | US$2m | US$2b |
| Sep 30 2025 | n/a | n/a | US$2b |
| Jun 30 2025 | n/a | n/a | US$3b |
| Mar 31 2025 | n/a | n/a | US$3b |
| Dec 31 2024 | US$22m | US$2m | US$3b |
| Sep 30 2024 | n/a | n/a | US$3b |
| Jun 30 2024 | n/a | n/a | US$3b |
| Mar 31 2024 | n/a | n/a | US$3b |
| Dec 31 2023 | US$27m | US$2m | US$3b |
| Sep 30 2023 | n/a | n/a | US$3b |
| Jun 30 2023 | n/a | n/a | US$2b |
| Mar 31 2023 | n/a | n/a | US$2b |
| Dec 31 2022 | US$19m | US$1m | US$2b |
| Sep 30 2022 | n/a | n/a | US$2b |
| Jun 30 2022 | n/a | n/a | US$1b |
| Mar 31 2022 | n/a | n/a | US$992m |
| Dec 31 2021 | US$25m | US$1m | US$1b |
| Sep 30 2021 | n/a | n/a | US$1b |
| Jun 30 2021 | n/a | n/a | US$2b |
| Mar 31 2021 | n/a | n/a | US$2b |
| Dec 31 2020 | US$23m | US$1m | US$2b |
| Sep 30 2020 | n/a | n/a | US$2b |
| Jun 30 2020 | n/a | n/a | US$2b |
| Mar 31 2020 | n/a | n/a | US$2b |
| Dec 31 2019 | US$20m | US$1m | US$2b |
Ersättning vs marknad: Jeff s total kompensation ($USD 22.25M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 14.80M ).
Ersättning vs inkomst: Ersättningen från Jeff har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Jeff Martin (63 yo)
8yrs
Anställning
US$22,245,589
Kompensation
Mr. Jeffrey Walker Martin, also known as Jeff, serves as President at Sempra since March 31, 2020. He served as Vice President of Investor Relations at Pacific Enterprises until 2009. Mr. Martin has been t...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Chairman | 8yrs | US$22.25m | 0.0064% $ 3.8m | |
| Executive VP & CFO | 2.3yrs | US$6.62m | 0.0060% $ 3.6m | |
| Chief Legal Counsel & Corporate Secretary | 2.3yrs | US$2.93m | 0.0036% $ 2.1m | |
| Executive VP & CEO of Sempra Infrastructure | no data | US$6.76m | 0.0040% $ 2.4m | |
| Executive Vice President | less than a year | US$5.59m | 0.0065% $ 3.9m | |
| VP, Controller & Chief Accounting Officer | less than a year | inga uppgifter | 0.00071% $ 423.8k | |
| Vice President of Investor Relations | 2.3yrs | inga uppgifter | inga uppgifter | |
| Senior Vice President of Corporate Development | 2.3yrs | inga uppgifter | inga uppgifter | |
| Senior VP of Corporate Affairs and Human Resources | 1.3yrs | inga uppgifter | 0.0026% $ 1.5m | |
| Senior Vice President of Finance | 2.3yrs | inga uppgifter | inga uppgifter | |
| VP of Tax & Chief Tax Counsel | 2.3yrs | inga uppgifter | inga uppgifter | |
| Senior Vice President & Deputy General Counsel of Litigation and Regulatory | less than a year | inga uppgifter | inga uppgifter |
2.3yrs
Genomsnittlig anställningstid
59yo
Genomsnittlig ålder
Erfaren ledning: SRE s ledningsgrupp anses vara erfaren ( 2.3 års genomsnittlig anställningstid).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Chairman | 8yrs | US$22.25m | 0.0064% $ 3.8m | |
| CEO & Director of Infraestructura Energetica Nova S.A.B. de C.V. | no data | inga uppgifter | inga uppgifter | |
| Independent Director | 12.5yrs | US$350.46k | 0.0028% $ 1.6m | |
| Director | 1.2yrs | US$358.07k | 0.0011% $ 668.5k | |
| Independent Director | 13yrs | US$355.00k | 0.00077% $ 459.6k | |
| Independent Director | 2.8yrs | US$365.04k | 0.0029% $ 1.7m | |
| Independent Director | 7.6yrs | US$379.18k | 0.00076% $ 453.6k | |
| Independent Director | 9.3yrs | US$367.62k | 0.0037% $ 2.2m | |
| Lead Independent Director | 6.9yrs | US$415.00k | 0.0017% $ 1.0m | |
| Independent Director | 13.3yrs | US$388.72k | 0.000040% $ 23.9k | |
| Independent Director | 1.2yrs | US$330.49k | 0.00054% $ 322.3k | |
| Independent Director | 1.9yrs | US$365.55k | 0.00015% $ 89.5k |
7.6yrs
Genomsnittlig anställningstid
63yo
Genomsnittlig ålder
Erfaren styrelse: SRE s styrelse anses vara erfaren ( 7.6 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/20 18:25 |
| Aktiekurs vid dagens slut | 2026/05/20 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Sempra bevakas av 23 analytiker. 13 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Jacob Kilstein | Argus Research Company |
| Daniel Ford | Barclays |
| Nicholas Campanella | Barclays |