Sempra stock reports EPS growth as price holds near yearly low

Published on 10/03/2026 at 23:26 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Sempra stock closed at USD 78.38 on October 2, 2026, while second-quarter adjusted EPS rose to USD 1.16. Morgan Stanley cut its target to USD 100.

Isometrische Darstellung von Gasförderung, Pipeline, LNG-Terminal und Stromnetz — Isometrische 3D-Grafik der gesamten Energie-Wertschöpfungskette bildet das Geschäftsmodell des Versorgers Sempra ISIN US8168511090 ab, Illustration mit AI erstellt.

Sempra stock (ISIN US8168511090) closed at USD 78.38 on the NYSE on October 2, 2026, up 0.42 percent from the prior session. The company enters the new quarter with higher adjusted earnings, but revenue remained almost unchanged in the latest reported period.

Adjusted EPS rises to USD 1.16

In its second-quarter 2026 results dated August 6, Sempra reported adjusted EPS of USD 1.16, compared with USD 0.89 in the second quarter of 2025. That represents a 30.3 percent increase and gives the earnings figure a clearer growth profile than the top line.

Sempra also reported GAAP earnings of USD 1.21 per diluted share, up from USD 0.71 a year earlier. The company updated its full-year 2026 GAAP EPS guidance to USD 5.02-5.55 and affirmed adjusted EPS guidance of USD 4.80-5.30.

Revenue stays near USD 3 billion

Second-quarter revenue was USD 2.997 billion, versus USD 3.000 billion in the prior-year quarter, a decline of 0.1 percent. The contrast between 30.3 percent adjusted EPS growth and nearly flat revenue puts operating execution and earnings quality at the center of the current investment case.

Analyst expectations remain higher than the stock price, although targets have moved lower. According to MarketBeat on September 18, 2026, Morgan Stanley reduced its Sempra target from USD 104 to USD 100 while keeping an Overweight rating. A separate MarketBeat report dated September 29 said Scotiabank initiated coverage with a Sector Perform rating and an USD 83 price target.

Stock sits near its yearly low

Sempra's USD 78.38 closing price was USD 2.17 above the 52-week low of USD 76.21 and USD 22.66 below the 52-week high of USD 101.04 on October 2, 2026. The market capitalization stood at USD 51.3 billion on that date.

The next measurable checkpoint is the dividend payment scheduled for October 15, 2026. The quarterly dividend is USD 0.6575 per share, based on the company announcement reported by MarketBeat on September 29, 2026. For investors, the key tension is visible in the numbers: earnings growth is positive, while revenue and analyst targets provide a more measured counterweight.