Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$54.3B
654M shares
52-week range
$79.59 – $101.04
8% from low
Sector
GAS & OTHER SERVICES COMBINED
Exchange
NYSE
CS
P/S (TTM)
3.9
Sempra serves one of the largest utility customer bases in the United States. It distributes natural gas and electricity in Southern California and owns 80% of Oncor, a transmission and distribution business in Texas. Sempra Infrastructure Partners, 25% owned by Sempra, owns and operates liquefied natural gas facilities in North America and infrastructure in Mexico.
www.sempra.comNo one on the platform currently holds SRE.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-06-30 | 291,694 | $22.1M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-09-24 | $0.6575 | 2026-10-15 |
| 2026-06-25 | $0.6575 | 2026-07-15 |
| 2026-03-19 | $0.6575 | 2026-04-15 |
| 2025-12-11 | $0.6450 | 2026-01-15 |
| 2025-10-01 | $0.6450 | 2025-10-15 |
| 2025-06-26 | $0.6450 | 2025-07-15 |
| 2025-03-20 | $0.6450 | 2025-04-15 |
| 2024-12-05 | $0.6200 | 2025-01-15 |
| 2024-09-26 | $0.6200 | 2024-10-15 |
| 2024-06-27 | $0.6200 | 2024-07-15 |
No one on the platform has traded SRE yet.
| 2024-03-20 | $0.6200 | 2024-04-15 |
| 2023-12-05 | $0.5950 | 2024-01-15 |
| Execution date | Ratio |
|---|---|
| 2023-08-22 | 2-for-1 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 3.5% | 4.5% | 4.3% | — | — | — |
| Rev. Growth % | 5.8% | 3.8% | ||||
| Profit Margin % | 13.4% | 15.8% | 16.0% | |||
| Free Cash Flow Margin % | -44.1% | -23.9% | -16.5% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +2.6% on the P/E track.
At today's price, your expected annual return is +9.2% on the P/E track.
At today's price, your expected annual return is +15.5% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $13.6B | -4.0% | $5.12 | $5.05–$5.21 | 15.9× | 9 |
| 2027 | $13.4B | -1.5% | $5.53 | $5.42–$5.68 | 14.7× | 10 |
| 2028 | $13.6B | +1.7% | $5.99 | $5.88–$6.13 | 13.6× | 3 |
| 2029 | $13.8B | +1.6% | $6.51 | $5.68–$7.39 | 12.5× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-06 | $1.01 | $1.16 | +14.9% |
| 2026-05-07 | $1.51 | $1.51 | +0.0% |
| 2026-02-26 | $1.24 | $1.28 | +3.2% |
| 2025-11-05 | $0.91 | $1.11 | +21.8% |
| 2025-08-07 | $0.85 | $0.89 | +5.2% |
| 2025-05-08 | $1.32 | $1.44 | +9.1% |
| 2025-02-25 | $1.47 | $1.50 | +2.0% |
| 2024-11-06 | $1.05 |
| $0.89 |
| -15.2% |
| $43.5B |
| — |
| NEENextEra Energy, Inc. | $81.07 | -0.69% | $169.1B | — |
| NGGNational Grid plc | $74.93 | -0.04% | $75.3B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Top Wall Street analysts recommend these 3 dividend stocks for higher returns $et $pr $sre https://www.cnbc.com/2026/09/13/top-wall-street-analysts-recommend-these-3-dividend-stocks-for-higher-returns.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension
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$SRE https://finance.yahoo.com/quote/AMFN/ May be an incredible opportunity here. @,under 12 cents in my 30 years as a CRO operator, I cannot tell you the last time you could buy a share of stock for under 12 cents in a utility company.
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California Assembly killed a last-minute wildfire liability deal Tuesday. $EIX, $PCG, and $SRE shares rose after SB 492 never got a vote. https://notreload.xyz/california-utility-stocks-rise-after-lawmakers-kill-wildfire-liability-bill/
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PG&E, Edison International and Sempra shares plunged after California lawmakers failed to advance protections against wildfire liability for utilities. PG&E fell as much as 21%, its biggest intraday decline since 2020, while Edison dropped 23%, its steepest fall since 2018, and Sempra lost 5.6%. The proposed legislation would modernize California’s wildfire response but would not shield publicly traded utilities from liability. Analysts downgraded the companies, warning that the bill does not adequately protect the state’s wildfire fund or prevent potentially multibillion-dollar liabilities and another bankruptcy, particularly for PG&E, which emerged from Chapter 11 in 2019 after massive wildfire-related claims. BMO, Mizuho and Wells Fargo cut ratings or price targets, citing continued financial and capital-allocation risks. $PCG $SRE
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$EIX Are you feeling lucky .... https://finance.yahoo.com/markets/stocks/articles/pg-e-sinks-18-edison-163921802.html $SRE $PCG $MNSO
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$SRE https://anachart.com/wp-content/uploads/2026/08/1788188493_soc-img.jpg
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$EIX $SRE $TELA $PINS $AON PRE-MARKET MOVERS: Currently Higher After Earnings: - SAIC (SAIC) up 12.1% - BioLineRx (BLRX) up 5.0% - GameStop (GME) up 3.8% Currently Also Higher: - SLB (SLB) up 1.9% after signing an agreement to acquire Kelvion for $3.4B in cash Currently Higher Following Renewed Strikes in the Middle East: - Halliburton (HAL) up 2.7% - Chevron (CVX) up 2.3% - Valero (VLO) up 2.1% - Occidental (OXY) up 2.4% - Exxon Mobil (XOM) up 2.2% Currently Lower: - PG&E (PCG), Edison International (EIX) and Sempra Energy (SRE) down 18.9%, 19.9% and 3.6%, respectively, after KCRA reported California lawmakers are barring Governor Gavin Newsom from moving forward with his plan to prevent insurers in the state from recouping their losses from investor-owned utilities that cause a catastrophic wildfire - Tela Bio (TELA) down 4.0% after announcing that Roberto Cuca, COO and CFO, will step down from the role effective immediately - Pinterest (PINS) down 3.6% after disclosing that Julia Brau Donnelly, CFO, submitted her resignation to Pinterest to pursue another opportunity. - Aon plc (AON) down 1.8% after entering a definitive agreement to acquire USI from KKR (KKR) and other shareholders for a total purchase price of $17B
View on StockTwits ↗PG&E drew the most analyst coverage on the Street today, four moves from Mizuho, BMO Capital, UBS and Wells Fargo. GitLab and Sempra each picked up two. Full breakdown, new targets and each analyst's AnaChart track record: https://anachart.com/market-update/selected-stock-price-target-news-august-31-2026/ $PCG $GTLB $SRE
View on StockTwits ↗Lawmakers advanced a narrower SB 492. BMO, Mizuho and Wells Fargo cut $PCG, $EIX and $SRE over unfixed wildfire risk. https://notreload.xyz/california-wildfire-bill-falls-short-banks-cut-pcg-eix-sre/
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$SRE Price: $84.57 (+2.03%) Trend: Bearish Market Bias (7D): Bullish Bias 📈 Expected Range: ±0.16% RSI: 43.8 | Momentum: Moderate Volume: -8.0% vs avg Volatility: 1.70% Support: $82.67 | Resistance: $93.02 Data and analytics sourced from Thescanner educational research https://www.thescanner.ai
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Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.