Sempra (SRE)
Exclusive: Activist Voss Capital urges Sempra to spin off Texas electricity unit Oncor, letter says
Activist investor Voss Capital has urged Sempra to spin off its Oncor electricity unit, creating a high-growth Texas-focused utility unencumbered by the $60 billion energy giant's predominant California business, according to sources familiar with the matter and a letter seen by Reuters on Thursday.
Sempra: Oncor's 127 GW Pipeline Could Redefine Its Earnings Power
I am rating Sempra a Strong Buy because Oncor's 127 GW qualifying load forecast creates a much larger long-term transmission and distribution opportunity for the company. The biggest growth driver is Oncor's large-load opportunity in Texas. I estimate that if only 20 GW of Oncor's 127 GW load converts, it could create $17 billion of incremental rate base. My price target is $163, representing a 76% potential upside. I arrive at the PT by using a 21x FWD earnings multiple and a 2030 EPS estimate of $7.74.
Sempra's Q1 Earnings In Line With Estimates, Revenues Fall Y/Y
SRE matches Q1 earnings estimates as strong infrastructure and Texas utility results help offset lower revenues and rising debt.
Sempra (SRE) Q1 Earnings Match Estimates
Sempra (SRE) came out with quarterly earnings of $1.51 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $1.44 per share a year ago.
Sempra to Report Q1 Results: What's in Store for the Stock?
SRE's Q1 outlook hinges on interim rates, rate-base growth and infrastructure investments, as consensus calls for higher EPS and revenues.
Sempra (SRE) Reports Next Week: Wall Street Expects Earnings Growth
Sempra (SRE) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Will Sempra (SRE) Beat Estimates Again in Its Next Earnings Report?
Sempra (SRE) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Sempra Poised for Strong Growth on Infrastructure and LNG Expansion
Sempra ramps up infrastructure and LNG projects to meet rising power demand, but counterparty risks and tariffs may cloud its growth path.
Sempra (SRE) Q4 2025 Earnings Call Transcript
Sempra (SRE) Q4 2025 Earnings Call Transcript
Sempra (SRE) Q4 Earnings and Revenues Surpass Estimates
Sempra (SRE) came out with quarterly earnings of $1.28 per share, beating the Zacks Consensus Estimate of $1.13 per share. This compares to earnings of $1.5 per share a year ago.
Sempra Energy's Q4 Earnings Top Estimates, Revenues Fall Y/Y
SRE tops Q4 EPS estimates but posts lower profits and tighter cash levels, even as it raises long-term earnings outlook through 2030.
Sempra lifts capital spending plan, beats quarterly profit estimates
Energy infrastructure company Sempra raised its five-year capital plan by 16% and beat Wall Street estimates for fourth-quarter adjusted profit on Thursday, helped by higher power demand and investments in grid modernization.
