SRE Sempra

Edison International's stock shed nearly a quarter of its value in a month, yet the quarterly dividend arrived unchanged and management confirmed guidance. Whether that income stream survives depends on one question Sacramento has not answered.

Inflation is no longer just a headline story about oil and tariffs; it is seeping into freight, food, financing costs and the way companies set prices. That creates real winners and clear weak spots. If you want to avoid being caught on the wrong side of higher-for-longer rates and stretched equity valuations, this article walks through three high-quality defensive stocks that appear well placed for this new phase of Trumpflation. The three stocks highlighted below are a small sample of the...

This article first appeared on GuruFocus. Sempra (NYSE:SRE) recently announced a total dividend of $0.66 per share, with the ex-dividend date set for 2026-09-24. This includes a $0.66 per share cash dividend payable on 2026-10-15.

Southern California Edison shareholders are funding a $40 billion grid transformation while absorbing wildfire liability that regulators have not yet resolved. Whether that 6% yield compensates for the risk or signals something more troubling depends entirely on a question management cannot yet answer.

PG&E (PCG) trades at about $12.94, the bottom of its 52-week range and about 32% below its high. Over the past twelve months it lost 12.2% while the S&P 500 gained 18.5%. That gap did not come from a market crash. And in market shocks since 2007, its deepest fall includes a one-day break in PG&E's own price data.

Sempra (NYSE:SRE) added a long-term customer commitment on September 14, when its infrastructure subsidiary announced a 20-year sales and purchase agreement with Petróleo Brasileiro S.A. – Petrobras (NYSE:PBR). The agreement covers approximately 0.8 million tonnes annually of liquefied natural gas, or LNG. Supply will come from the subsidiary’s contracted liquefaction capacity at Port Arthur LNG […]

On September 14, Sempra Infrastructure, a subsidiary of Sempra (NYSE:SRE), signed a 20-year deal to sell roughly 0.8 million tonnes of liquefied natural gas a year to Petrobras, marking the first time a South American company has signed on as an LNG customer. The gas will flow from Port Arthur LNG Phase 2, a Texas […]

Sempra has delivered a solid 45.6% gain over the past 5 years, yet its recent share pullback and new long-term projects put fresh focus on what investors are really paying for its earnings today. With the stock around US$81.20 at the last close, the key issue is how that price lines up with the cash the utility business is actually generating. A 45.6% return over 5 years has rewarded long term holders. This raises the question of whether current earnings are carrying most of that performance...

PG&E (PCG) has lost about 13% over the past twelve months while the S&P 500 gained 17%. The California utility now trades at 9.5 times earnings against an S&P 500 median of 22.9, the kind of gap value buyers hunt for. So what has the market marked down: the utility, or the state it operates in.

Petrobras has signed a 20-year agreement for LNG from Sempra’s expanding Port Arthur export facility in Texas.

While Sempra has underperformed relative to the Dow over the past year, Wall Street analysts maintain a strongly optimistic outlook on the stock’s prospects.

Monday - Lumentum Holdings What’s the full story? Evercore initiates Lumentum Lumentum Holdings Inc (NASDAQ:LITE) at Outperform with an $1,100 target. The AI revolution has a supply-chain coronary: silicon processors run fast, but data can’t move between them. Connecting these compute clusters requires Indium Phosphide lasers—a scarce, capital-intensive material where demand outpaces supply by 30%. LITE holds the choke point, shifting pricing power and margin upstream to vertically integrated in

There might be more than just crude riding on California's biggest oil pipeline transaction in years. Kern County oil producer California Resources Corp. said Tuesday its completion of a previously announced acquisition of Crimson Midstream Holdings LLC gives it a "broader set of options" for sending carbon dioxide from industrial sources to depleted oil and gas reservoirs, where the gas would ...

A deal between Gov. Gavin Newsom and state legislators fell apart at the last minute. PG&E and Edison International recovered on the news, after plummeting on Monday.

PG&E stock rises after a report that California lawmakers kill a key wildfire bill that didn’t include liability protection for utilities.

PG&E and Edison International both rise with California lawmakers expected to vote on wildfire legislation that doesn’t include liability protection for utilities.

Wall Street analysts reshuffled their ratings on September 1st with some dramatic target price swings, including one major utility stock getting its target slashed nearly in half while a red-hot language app saw its target doubled overnight.

News shock to California utilities puts Sempra in focus California utility stocks reacted after Governor Gavin Newsom and legislators agreed on a bill limiting insurer wildfire liabilities. Sempra (SRE), parent of San Diego Gas & Electric, fell about 3% in the broad sector move. The latest policy headlines arrive after a weaker period for Sempra’s share price, which is down 7.7% over the past month and 8.9% year to date, even though its 1-year and 5-year total shareholder returns of 1.8% and...

Sempra stock has delivered a gain of 43.3% over the past five years, yet on broad valuation checks it still leans expensive rather than clearly cheap. Recent share price weakness adds another wrinkle for investors trying to judge whether the current level fairly reflects the utility group's prospects. The 43.3% return over five years points to solid longer term value creation, which now raises the question of how much of that progress is already reflected in the share price. The recent sale...

(Updates with market moves at the end of the day, and other changes, if any.) Stocks on Wall Stre

Energy stocks rose Monday with the NYSE Energy Sector Index gaining 1.9% and the State Street Energy

PG&E's cash-flow multiple sits far below the market's, and the company says its capital plan is premised on how California resolves wildfire liability.

Energy stocks were higher Monday afternoon, with the NYSE Energy Sector Index rising 1.4% and the St

(Updates with latest market prices and developments.) US benchmark equity indexes were lower intr

California lawmakers handed utility investors a brutal surprise over the weekend, and the fallout raises an urgent question about whether PG&E and Edison International can absorb what comes next without a credit rating collapse.

All three major US stock indexes were down in late-morning trading Monday, after Fox News reported t

Shares of publicly traded utilities are tumbling this morning after an effort by California Gov. Gavin Newsom to shield the sector from wildfire-related lawsuits was rejected by state lawmakers. California utility PG&E shares tumbled 19%, on pace for their biggest drop since the Covid-19 selloff of March 2020. Other California-based utility stocks also sank, including Edison International.

Deere upgraded, Lumentum initiated: Wall Street's top analyst calls

California utility stocks tanked after Gov. Gavin Newsom and state legislators reached a deal on bill effectively limiting the liability related to wildfire damages faced by insurers. S&P 500 stocks Edison International sold off 10% and PG&E plummeted 15%, according to MarketSurge. Meanwhile, Sempra, the holding company that owns San Diego Gas & Electric (SDG & E) and Southern California Gas Company, was down about 3.5%.

Rate hike fears rattled markets heading into the Labor Day weekend, and Wall Street analysts responded with a flurry of bold calls on utilities, farm equipment giants, and a ticketing upstart that could reshape your portfolio heading into a volatile fall.

PG&E stock falls sharply after the California State Assembly amends key wildfire legislation that leaves out liability protection for utilities.

Amgen, Thermo Fisher and PepsiCo headline today's research, with growth drivers, strategic moves and key risks in focus.

US equity indexes ended higher Friday after Iran's President hinted that the country wants to end th

Its independence from the index is genuine, and so is the single unresolved question sitting underneath it.

A major California utility is trading at a steep discount to the market, forcing investors to decide if the price reflects a temporary fear or a permanent flaw.

A military strike on Qatar's LNG facilities sent global gas buyers scrambling for alternatives almost overnight, and Wall Street wasted no time identifying which American energy companies stand to capture that demand.

Texas Gov. Greg Abbott went from being one of the biggest boosters of data centers to becoming the second governor to impose a data center moratorium, on Aug. 3. Last November, Abbott announced a $40 billion investment in Google parent Alphabet. Recent polls show a close race for governor against state Democratic Rep. Gina Hinojosa, who has seized on public opposition to data centers.

Sempra Energy (NYSE:SRE) affirmed its 2026 and 2027 earnings guidance as management highlighted higher earnings across its business segments, a planned asset-sale strategy and growing transmission investment opportunities in Texas during its second-quarter earnings call. The company reported second

Q2 2026 earnings event puts Sempra in focus Sempra (SRE) has moved into the spotlight after reporting second quarter 2026 results, with net income and earnings per share from continuing operations higher than a year ago while sales stayed broadly flat. The company also updated its full year 2026 GAAP EPS guidance to a range of US$5.02 to US$5.55 and affirmed its 2027 outlook. That keeps investor attention on how closely future reported results align with these targets. See our latest analysis...

While the top- and bottom-line numbers for Sempra (SRE) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Although Sempra has underperformed relative to the SPX over the past year, Wall Street analysts maintain a moderately optimistic outlook about the stock’s prospects.

Executives at parent company Sempra said they support the governor's pause on new data center interconnection approvals, citing a need for durable long-term outcomes amid growing public opposition.

SRE tops Q2 earnings estimates as utility and infrastructure profits surge, but revenues dip and miss forecasts despite stronger operating cash flow.

Sempra (SRE) delivered earnings and revenue surprises of +14.85% and -6.83%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Talen Energy Corporation (TLN) delivered earnings and revenue surprises of -95.00% and -5.75%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

CEG stock heads into Q2 earnings with double-digit growth estimates, demand tailwinds but weaker margins remain a concern.

SRE's Q2 results are likely to reflect rate-base growth, Oncor benefits and initial ECA LNG revenues, with earnings and sales projected to rise.

OXY is poised for sharp Q2 growth, backed by debt cuts and cash flow, but commodity swings and a premium valuation cloud the setup.

Sempra stock has delivered a 56.5% total return over the past 5 years, yet its current checks suggest the shares are not an obvious bargain at today’s price. After that run, investors are weighing steady utility cash flows and growth projects against a lower value score and mixed recent sentiment. Sempra’s 56.5% five year return signals that long term holders have already seen solid gains, so fresh buyers need to think carefully about what is priced in. Progress on large LNG projects and...

Wall Street’s earlier expectations for Sempra’s August 6 earnings report, including a likely year-over-year earnings increase and potential EPS beat versus consensus, are now a past catalyst for investor attention. This focus on earnings surprise potential, supported by metrics such as Earnings ESP and ranking, highlights how short-term sentiment can pivot around a single quarterly release. We will now explore how expectations for a potential earnings beat fit into Sempra’s longer-term...