Sempra Energy Stock Price, News & Analysis

Oncor / Sempra (NYSE:SRE) reported Q3 2025 net income of $380 million versus $324 million a year earlier, driven by higher revenues from updated interim rates, System Resiliency Plan (SRP) and Unified Tracker Mechanism (UTM), and customer growth.

Nine‑month net income was $820 million versus $800 million year‑ago. Oncor is finalizing a 2026–2030 base five‑year capital plan expected to be at least 30% larger than the prior $36.1 billion plan and may add incremental capital opportunities. Liquidity totaled about $3.6 billion as of Nov 4, 2025. Management promotions and PBRP/STEP project timelines through 2030 were announced.

Sempra (NYSE: SRE) reported Q3 2025 GAAP EPS $0.12 vs $1.00 a year ago and adjusted EPS $1.11 vs $0.89, with adjusted nine‑month EPS $3.45 vs $3.12 a year ago. GAAP nine‑month EPS was $2.21 vs $3.38.

Key corporate actions include a strategic agreement to sell 45% of Sempra Infrastructure Partners to KKR (expected to close Q2–Q3 2026) and a final investment decision for Port Arthur LNG Phase 2 with 20‑year offtake. Oncor plans >30% higher roll‑forward capital for 2026–2030 from a $36B 2025–2029 base plan. Company affirmed full‑year 2025 adjusted EPS guidance of $4.30–$4.70 and 2026 EPS guidance of $4.80–$5.30.

Oncor / Sempra (NYSE: SRE) will release Oncor third quarter 2025 results on November 5, 2025, prior to Sempra's Q3 2025 conference call. The Oncor earnings release will be posted at oncor.com.

Sempra will host a conference call at 12:00 PM ET on November 5, 2025 that includes discussion of Oncor's operational and financial results; a slide presentation will be posted in advance at sempra.com/investors. Oncor's Form 10-Q for the period ended September 30, 2025 will be filed with the SEC after Sempra's call and then made available at oncor.com. Oncor serves more than 4 million homes and businesses and operates over 144,000 circuit miles of lines in Texas.

Sempra (NYSE: SRE) will release its third-quarter 2025 earnings by 8:00 a.m. ET on Wednesday, November 5, 2025. Senior leaders including chairman and CEO Jeffrey W. Martin and CFO Karen Sedgwick will host a conference call at 12:00 p.m. ET on November 5, 2025.

Investors, media, analysts and the public can listen via a live webcast by registering on Sempra's Investors site. An accompanying slide presentation will be posted to the Investors site prior to market open on November 5, 2025. A replay of the webcast will be available a few hours after the call concludes.

Sempra (NYSE: SRE) announced its participation in the upcoming Wolfe Research Utilities, Midstream & Clean Energy Conference 2025. The company's senior management team, including CEO Jeffrey W. Martin, CFO Karen Sedgwick, Sempra Infrastructure CEO Justin Bird, and Oncor Electric CEO Allen Nye, will engage with investors during the conference.

Martin will deliver a keynote presentation on September 30, 2025, at 12 p.m. EST, where he will discuss the company's capital recycling transaction and strategic reinvestment plans in its utility-focused capital campaign.

Sempra (NYSE: SRE) announced strategic transactions that transform its business model, including the sale of a 45% stake in Sempra Infrastructure Partners for $10 billion to KKR and CPP Investments. The deal values Sempra Infrastructure at an enterprise value of $31.7 billion.

Additionally, the company reached a Final Investment Decision on Port Arthur LNG Phase 2, securing $7 billion in equity financing for a 49.9% minority stake. The project will add 13 million tonnes per annum of LNG capacity with operations expected in 2030-2031.

Sempra updated its 2025 GAAP EPS guidance to $3.29-$3.69 while affirming adjusted EPS guidance of $4.30-$4.70. The company maintains its long-term EPS growth rate projection of 7-9% for 2025-2029.

Sempra (NYSE: SRE) has announced its latest dividend declarations. The company's board approved a quarterly dividend of $0.645 per share on common stock, payable October 15, 2025, to shareholders of record as of October 1, 2025.

Additionally, Sempra declared a semi-annual dividend of $24.375 per share on its Series C preferred stock, also payable October 15, 2025. Notably, the company will redeem all outstanding shares of Series C preferred stock on October 15, 2025, with no further dividends to be declared after the redemption date.

Southern California Gas Company (SoCalGas) has announced its regular quarterly dividend declaration. The company will pay $0.375 per share for both its Preferred Stock and Preferred Stock, Series A. The dividends will be distributed on October 15, 2025, to shareholders of record as of September 10, 2025.

Sempra Infrastructure (NYSE: SRE) has signed a significant 20-year LNG supply agreement with EQT Corporation for 2 million tonnes per annum (Mtpa) from the Port Arthur LNG Phase 2 project in Texas. The agreement follows recent similar deals with JERA (1.5 Mtpa) and ConocoPhillips (4 Mtpa).

The Port Arthur LNG Phase 2 development has secured all major permits and selected Bechtel for engineering and construction. The project will add two liquefaction trains with 13 Mtpa capacity, potentially doubling the facility's total capacity to 26 Mtpa. Phase 1 is under construction with expected commercial operations in 2027-2028, while Phase 2's final investment decision is targeted for 2025.