Sempra announced LNG deal as Truist set USD 96 target for Sempra stock

Published on 10/09/2026 at 15:14 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter adjusted EPS reached USD 1.16 versus USD 0.89 a year earlier. Sempra stock costs EUR 71.59 on October 9, 2026 after EUR 71.78.

Key points in brief

Sempra announced a September 14, 2026 LNG agreement with Petrobras covering 0.8 million tonnes per annum.
Truist set a USD 96.00 target for Sempra stock on September 3, 2026.
Second-quarter 2026 GAAP diluted EPS was USD 1.21, versus USD 0.71 in the prior-year quarter.
Sempra stock was trading at EUR 71.59 at Lang & Schwarz on October 9, 2026, minus 0.26 percent versus the prior close of EUR 71.78.

Extreme Nahaufnahme einer blauen und orangen Gasflamme an einem Brenner — Extreme Makroaufnahme einer flackernden blauen Erdgasflamme veranschaulicht das Kerngeschäft von Sempra mit ISIN US8168511090, Illustration mit AI erstellt.

Sempra (US8168511090) had announced a 20-year LNG agreement with Petrobras covering 0.8 million tonnes per annum on September 14, 2026, according to Sempra. Truist Financial had set a USD 96.00 target and a Buy rating for Sempra stock on September 3, 2026, as reported by MarketBeat.

Three milestones shape the story

On August 6, 2026, Sempra reported second-quarter GAAP earnings of USD 796 million and diluted EPS of USD 1.21, versus USD 461 million and USD 0.71 in the second quarter of 2025, according to Sempra.

On August 20, 2026, Sempra completed the Ecogas Mexico sale, generating USD 500 million in proceeds, according to Sempra. On September 14, 2026, the Petrobras agreement added a 20-year LNG sales contract to the sequence, according to Sempra.

What does the LNG deal mean for growth?

The 0.8 million tonnes per annum contract gives Sempra Infrastructure a long-term customer for capacity at Port Arthur LNG Phase 2. The project is part of Sempra's infrastructure strategy, while the company also reported more than USD 6 billion of capital expenditures in the first half of 2026, according to Sempra.

The latest earnings comparison is stronger on profit than on revenue. Second-quarter 2026 adjusted EPS was USD 1.16 versus USD 0.89 in the second quarter of 2025, while revenue was USD 2.997 billion versus USD 3.000 billion, figures reported by AlphaStreet. Management affirmed adjusted EPS guidance of USD 4.80 to USD 5.30 for fiscal 2026 and USD 5.10 to USD 5.70 for fiscal 2027.

Two dates set the next checkpoints

Sempra's quarterly dividend of USD 0.6575 per share was scheduled for payment on October 15, 2026, according to MarketBeat. The next earnings date was listed as November 4, 2026 by StockHub.

Lang & Schwarz quote at EUR 71.59

Sempra stock was trading at EUR 71.59 at Lang & Schwarz on October 9, 2026 at 3:07 p.m. CEST. The quote showed a minus 0.26 percent change versus the Lang & Schwarz prior close of EUR 71.78 on October 8, 2026. Sempra's market capitalization was USD 52.3 billion, with a USD 76.21 to USD 101.04 52-week range as of October 8, 2026.

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