Sempra stock gains on 20-year Petrobras LNG deal and solid earnings guidance

Published on 09/15/2026 at 15:31 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Sempra stock closed at USD 83.44 on the New York Stock Exchange on September 11, 2026, valuing the utility at USD 54.49 billion. The company backs that valuation with 2026 EPS guidance of USD 4.80 to USD 5.30 and a 3.2 percent dividend yield.

LNG-Terminal mit Tanker bei Sonnenuntergang, Speichertanks und Fackelturm — Fotorealistisches LNG-Terminal am Golf von Mexiko symbolisiert Sempra ISIN US8168511090 im Energiegeschäft, Illustration mit AI erstellt.

Sempra stock (ISIN US8168511090) closed at 83.44 USD on the New York Stock Exchange on September 11, 2026, giving the San Diego-based utility group a market capitalization of 54.49 billion USD as investors weighed new LNG contracts, earnings guidance and its dividend yield.

LNG contract with Petrobras supports growth story

Sempra Infrastructure, a subsidiary of Sempra, announced on September 14, 2026 that it has signed a 20-year sales and purchase agreement with Petrobras for approximately 0.8 million tonnes per annum of liquefied natural gas sourced from Port Arthur LNG capacity in the United States, according to GuruFocus on September 15, 2026.

The 20-year contract for around 0.8 million tonnes per annum of LNG gives Sempra a long-term off-take partner in Petrobras and underpins utilization of Port Arthur LNG Phase capacity over two decades, as highlighted in the same release from GuruFocus.

Earnings guidance and dividend frame valuation

Sempra has set its fiscal year 2026 earnings per share guidance at a range of 4.80 to 5.30 USD and its fiscal year 2027 guidance at 5.10 to 5.70 USD, providing a multi-year growth framework for investors, according to MarketBeat on September 15, 2026.

Based on the September 11, 2026 closing price of 83.44 USD and using the midpoint of the 2026 EPS guidance range at 5.05 USD, Sempra stock trades at a forward price-earnings multiple of roughly 16.5, which places the utility in a valuation corridor that balances regulated earnings visibility with LNG growth optionality.

Sempra also recently disclosed a quarterly dividend of 0.6575 USD per share that will be paid on October 15, 2026 to shareholders of record on September 24, 2026, corresponding to an annualized dividend of 2.63 USD and a dividend yield of 3.2 percent on recent trading levels, according to MarketBeat on September 15, 2026.

Analysts currently maintain a Moderate Buy consensus rating on Sempra stock with an average price target of 102.00 USD, implying estimated upside of about 22 percent compared with the closing price of 83.44 USD on September 11, 2026, according to MarketBeat.

Stock level and market metrics

On the New York Stock Exchange, Sempra stock trades under the ticker SRE and most recently closed at 83.44 USD on September 11, 2026, keeping the shares broadly in line with the wider S&P 500 index on that day and situating them within the typical valuation band for large-cap US utilities, as reported by an overview on September 14, 2026.

At that September 11, 2026 closing level of 83.44 USD, Sempra’s market capitalization of 54.49 billion USD as of September 13, 2026 positions the company among the larger listed US utilities and around the mid-400s globally by market value, according to data summarized by CompaniesMarketCap on September 13, 2026.