Scotiabank sets USD 83 target for Sempra stock

Published on 10/12/2026 at 11:52 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Adjusted EPS reached USD 1.16 in the second quarter, up from USD 0.89. Sempra stock was EUR 72.88 on October 12, 2026.

Key points in brief

Scotiabank initiated coverage on September 29, 2026, with a USD 83 target and Sector Perform rating.
Sempra reported adjusted EPS of USD 1.16 in the second quarter of 2026, up from USD 0.89.
Sempra was at EUR 72.88 at Lang & Schwarz on October 12, 2026 at 11:45 a.m. CEST.
A USD 0.6575 quarterly dividend is scheduled for payment on October 15, 2026.

Flatlay von Aktienzertifikat, ISIN-Karte, Pipeline-Ventil und Solarzelle auf Holztisch — Flatlay mit Aktienzertifikat und ISIN-Karte neben Pipeline-Ventil symbolisiert Investment in Sempra ISIN US8168511090, Illustration mit AI erstellt.

Sempra (ISIN US8168511090) was at EUR 72.88 at Lang & Schwarz on October 12, 2026 at 11:45 a.m. CEST. As MarketBeat reported on September 29, 2026, Scotiabank initiated coverage with a Sector Perform rating and a USD 83.00 price target.

Analyst target stays below consensus

The Scotiabank target sits below the USD 100.00 average one-year objective cited by MarketBeat on October 10, 2026. The same overview listed 15 analysts, including nine Buy ratings, five Holds and one Strong Buy, giving Sempra a Moderate Buy consensus.

The comparison sets a clear valuation reference: the Scotiabank target is USD 17.00 below the consensus average. For investors, the difference points to a wider range of assumptions about regulated utility growth, capital spending and the contribution from energy infrastructure.

Three dated Sempra milestones

On August 6, 2026, Sempra reported second-quarter GAAP earnings attributable to common shares of USD 796 million, compared with USD 461 million in the second quarter of 2025, while adjusted EPS rose to USD 1.16 from USD 0.89, according to Sempra. On September 14, 2026, Sempra Infrastructure announced a 20-year LNG supply agreement with Petrobras covering 0.80 million tonnes per annum, also per Sempra. On September 29, 2026, Scotiabank began coverage with its USD 83.00 target, as MarketBeat reported.

What does the LNG agreement add?

The Petrobras contract gives Sempra Infrastructure a long-term customer for Port Arthur LNG Phase 2, where two trains are designed to add 13.00 million tonnes per annum of production capacity. The project is scheduled for commercial operations in 2030 and 2031 for its two trains, according to Sempra's September 14, 2026 release.

Next dated shareholder payment

MarketBeat reported on October 10, 2026 that Sempra declared a quarterly dividend of USD 0.6575 per share, payable on October 15, 2026, to shareholders of record on September 24, 2026. The payment date gives the current stock discussion a concrete shareholder return reference.

Euro quote and US market context

The Lang & Schwarz quote was EUR 72.88 on October 12, 2026 at 11:45 a.m. CEST. On the NYSE, Sempra was last at USD 81.34 on October 9, 2026 at 4:01 p.m. EDT, with the US market session finished.

The further course of trading is shown by the continuously updated real-time quote of Sempra stock.