Gas & Other Services Combined · SIC 4932

SEMPRA

SRE

Watch

Latest revenue

as of

Latest net income

as of

Net margin

as of

Price · 5Y

+9.9% / yr 3.8 pts / yr vs S&P 500 60.4% total
Compare:

Live market

delayed ≤15 min
$92.80
1.37%
Market cap
$60.66B
Enterprise value
$93.35B
P/E (trailing)
23.9×
Forward P/E
P/B
1.95×
Dividend yield
2.8%
52-wk high
$101.04
52-wk low
$73.06
Beta
Shares out
653.7M

5-year trend

What this company does

AI

Sempra operates regulated utilities delivering natural gas and electricity to customers in Southern California and Texas (via its Oncor stake), plus LNG export and energy infrastructure businesses. The company earns most of its revenue from regulated utility rates on natural gas and electric service, with natural gas utilities generating $5.2 billion in the first nine months of 2025. Sempra is mid-way through a major portfolio reshuffle, with $28.5 billion of assets classified as held for sale and $3.2 billion in new minority-investor capital raised to fund a $7.2 billion capex program.

Key risks

AI
  • Massive asset divestiture: $28.5B assets and $11.2B liabilities classified held-for-sale; goodwill and intangibles zeroed from balance sheet.
  • Rising leverage and interest costs: interest expense jumped to $1.2B YTD (+27% YoY); $900M preferred mandatorily redeemable now current.
  • EPS collapse: Q3 diluted EPS fell to $0.12 from $1.00 YoY, hit by $482M tax expense versus $105M prior-year benefit.

Profitability

Return on equity

8.0%

18.6%

Return on assets

2.3%

28.6%

Leverage

Debt / equity

2.51×

20.7%

Long-term debt / equity

0.92×

9.3%

Debt / assets

71.5%

5.9%

Earnings tracker

Not enough quarterly history for SRE yet to draw an earnings tracker.

Industry trend

Gas & Other Services Combined · SIC 4932

No data yet for industry average

Your notes

Keep private notes on SRE — thesis, target price, catalysts to watch.

Visible only to you. Never shared. Never used to train AI.

Sign in to write a note

Insider activity

Insider buying

$577.0K

Insider selling

$12.0M

Net activity

−$11.4M

Distinct insiders

12

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-18

Pablo Ferrero

Director

Sale2,600$89.53$232.8K
2026-05-14

Diana L Day

Chief Legal Counsel

Sale3,300$92.13$304.0K
2026-04-01

Justin Christopher Bird

Executive Vice President

Sale1,128$96.69$109.1K
2026-03-16

Dyan Z. Wold

VP, Controller and CAO

Sale1,539$95.38$146.8K
2026-03-12

Jennifer M Kirk

Director

Purchase1,000$93.44$93.4K
2026-03-11

Richard J Mark

Director

Purchase2,692$93.30$251.2K
2026-03-11

Cynthia J Warner

Director

Purchase2,500$92.95$232.4K
2026-03-09

Karen L Sedgwick

Executive VP and CFO

Sale987$91.36$90.2K
2026-03-09

Karen L Sedgwick

Executive VP and CFO

Sale2,699$92.61$250.0K
2026-03-09

Karen L Sedgwick

Executive VP and CFO

Sale1,186$93.52$110.9K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns SRE

No institutional holdings on file for SRE yet.

Source: SEC Form 13F-HR. Updated quarterly (45-day filing lag).

Top questions investors are asking

AI
  1. 1

    Q3 EPS collapsed to $0.12 from $1.00, driven by a $482M tax expense versus a $105M benefit—what specifically drove this swing and is it recurring?

  2. 2

    With $28.5B classified as held-for-sale, what proceeds, after-tax gain, and timing should investors model, and which segment is exiting?

  3. 3

    Capex jumped to $7.2B YTD while cash fell from $1.57B to $5M—how do you fund the $1.9B short-term debt and $900M mandatorily redeemable preferred without further equity dilution?