Sempra (SRE)

Over the past six months, Sempra's stock has experienced fluctuations, reaching a 52-week high of $95.72 on October 8, 2025, and an all-time high closing price of $94.03 on November 28, 2025. As of February 6, 2026, the closing stock price was $87.36. Sempra topped earnings estimates in its last quarter, reporting $1.11 EPS against an expectation of $0.91, and revenue of $3.15 billion, exceeding the estimated $2.93 billion. JPMorgan reinstated coverage on Sempra Energy with an "Overweight" rating and a new price target of $98 on February 6, 2026.

Sempra is strategically positioned to benefit from a surge in electricity demand driven by factors such as artificial intelligence (AI) and data centers, particularly through its Texas subsidiary, Oncor. ECOGAS has seen an increase in residential and commercial natural gas customers, with industrial customers remaining stable, indicating a general growth in demand for natural gas services in that region. Utility services typically experience seasonal fluctuations, with electricity demand peaking in summer and winter, and natural gas demand generally higher in colder months.

Sempra is a North American public utility holding company focused on electric and natural gas infrastructure. The company operates through three segments: Sempra California, Sempra Texas Utilities, and Sempra Infrastructure. Sempra California provides natural gas and electric services to Southern and parts of central California. Sempra Texas Utilities is involved in regulated electricity transmission and distribution. Sempra Infrastructure develops, builds, operates, and invests in energy infrastructure across the United States, Mexico, and internationally. Sempra's portfolio includes electricity and natural gas delivery, transmission, and storage, as well as power generation and electric transmission projects.

Sempra's operations span across North America, with a significant presence in California, Texas, Louisiana, and Mexico. The company delivers energy to nearly 40 million consumers.

Sempra has maintained a strong brand reputation, being named to Fortune's World's Most Admired Companies list for the 16th consecutive year in February 2026. The company was also recognized by Newsweek as one of America's Most Responsible Companies for the sixth consecutive year in 2025 and was named one of the World's Best Companies by TIME.

Approximately 94.18% of Sempra's stock is held by institutional investors, including Vanguard Group Inc, BlackRock, Inc., Capital International Investors, Wellington Management Group Llp, and State Street Corp. Insider ownership is minimal, standing at approximately 0.25%.