Sempra stock faces new outlook after Q3 profit jump
Published on 11/05/2026 at 16:59 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSWhat changed after Sempra's third quarter
- Adjusted earnings increased year over year, while California regulatory items remained a material factor.
- Sempra raised its 2026 GAAP EPS guidance and pointed to the high end of its adjusted EPS range.
- Oncor plans a larger capital program as Texas electricity demand continues to rise.
Sempra reported stronger third-quarter results on Thursday, November 5, 2026, as Texas utility earnings offset pressure from California regulatory items. A PR Newswire release published by Yahoo Finance said adjusted earnings rose to 917 million US dollars from 728 million US dollars a year earlier.
Guidance moves higher after strong quarter
Adjusted diluted earnings per share rose to 1.40 US dollars from 1.11 US dollars. GAAP earnings attributable to common shares reached 877 million US dollars, compared with 77 million US dollars in the prior-year quarter. The adjusted result included exclusions for a 149 million US dollar after-tax California regulatory disallowance charge and a 97 million US dollar gain on the sale of Ecogas Mexico.
Sempra raised its full-year 2026 GAAP EPS guidance range to 7.41 to 8.41 US dollars and guided to the high end of its adjusted EPS range of 4.80 to 5.30 US dollars. The company affirmed 2027 EPS guidance of 5.10 to 5.70 US dollars and a long-term EPS growth target of 7% to 9%.
Texas investment remains the main growth lever
Sempra Texas Utilities contributed 460 million US dollars of quarterly earnings attributable to common shares, up from 306 million US dollars a year earlier. Oncor set an all-time system peak demand record of 33.3 gigawatts, and Sempra said its 2027-2031 base capital plan is expected to rise by about 20% from the 2026-2030 plan.
Sempra stock traded at 72.21 euros on Lang & Schwarz at 16:41 CET on Thursday, November 5, 2026. That is 2.46% below the 74.03-euro quote cited in the latest own report published at 14:36 CET the same day; this comparison covers a different period from the daily Xetra move. The real-time quote of Sempra stock is available for investors tracking the European listing.
Sempra stock at a glance
- Company: Sempra
- ISIN: US8168511090
- WKN: 915266
- NYSE ticker: SRE
- Lang & Schwarz quote: 72.21 euros, Thursday, November 5, 2026, 16:41 CET
The S&P 500 market environment remains relevant for U.S.-listed utility shares.
The planned sale of a 45% equity interest in Sempra Infrastructure Partners to KKR affiliates remains on track and is expected to close within two weeks of the earnings release. California regulatory decisions remain a risk for the lower half of Sempra's 2027 guidance range. More news and analyses on Sempra stock will follow as the transaction and regulatory process develop.
