Sempra stock reports stronger second-quarter earnings as targets reset
Published on 10/04/2026 at 13:39 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Sempra (ISIN US8168511090) stock closed at USD 78.38 on the NYSE on October 2, 2026, at 4:00 p.m. EDT, up 0.42 percent on the session. The company reported second-quarter 2026 adjusted EPS of USD 1.16, compared with USD 0.89 in the prior-year quarter, giving the stock a results-driven valuation question rather than a simple price story.
Second-quarter earnings improved
According to Sempra on August 6, 2026, GAAP earnings reached USD 796 million, or USD 1.21 per diluted share, versus USD 461 million and USD 0.71 in the second quarter of 2025. Adjusted earnings rose to USD 762 million from USD 583 million, while adjusted EPS increased from USD 0.89 to USD 1.16.
The guidance update adds a forward checkpoint. Sempra set its full-year 2026 GAAP EPS range at USD 5.02 to USD 5.55, while maintaining adjusted EPS guidance of USD 4.80 to USD 5.30 and 2027 EPS guidance of USD 5.10 to USD 5.70, according to Sempra.
Analysts see room above USD 100
The valuation gap is clear in the consensus data. MarketScreener lists a Buy consensus from 19 analysts and an average target of USD 101.09, which is 29.0 percent above the October 2 price of USD 78.38.
Recent target changes show a more cautious counterweight. MarketBeat reported on September 18, 2026, that Morgan Stanley lowered its target from USD 104 to USD 100 while retaining an Overweight rating. That move puts the latest target below the consensus average, even as the broader analyst view remains positive.
Stock remains below its yearly high
Sempra's market capitalization was USD 51.2 billion as of October 2, 2026, and the stock's 52-week range was USD 76.21 to USD 101.04. At USD 78.38, the shares stood 22.4 percent below the 52-week high, keeping the market's reaction focused on whether stronger earnings can translate into a broader rerating.
For investors, the key balance is between the higher 2026 earnings base and the distance to the analyst target range. The next scheduled results date is October 30, 2026.
Sempra stock trades near its yearly low
Sempra stock closed at USD 78.38 on the NYSE on October 2, 2026, with 2,940,703 shares traded and a market capitalization of USD 51.2 billion.
Sempra stock key facts
- Company: Sempra
- ISIN: US8168511090
- WKN: 915266
- Ticker: SRE
- Trading venue: NYSE
- Price (as of October 2, 2026, 4:00 p.m. EDT): Closing price USD 78.38
- Market capitalization: USD 51.2 billion (as of October 2, 2026)
- 52-week range: USD 76.21-101.04 (as of October 2, 2026)
- Sector / Industry: Utilities / Diversified Utilities
Upcoming dates for Sempra stock
- October 30, 2026: Third-quarter earnings report
