Sempra Energy (SRE)

Sep 25, 2026

American Electric Power Company (AEP) is a large regulated utility in the US, serving over 5 million customers across 11 states. The company's capacity is composed of 39% coal and a mix of other natural sources. Its growth is dependent on strong management and support from stakeholders.

Sep 25, 2026

NiSource Inc. (NI) is a regulated gas utility company operating in six states, with subsidiaries Columbia Gas and NIPSCO handling transmission, distribution, and generation. An analyst report from Argus on September 24, 2026, suggests that NiSource's share price offers a buying opportunity. The report provides a summary of the company's operations and indicates a current price of $39.12 with a price target.

Sep 24, 2026

San Francisco's Board of Supervisors unanimously voted to certify an environmental impact report, moving the city closer to a publicly-owned power grid and potential takeover of Pacific Gas and Electric's transmission system. This decision allows city leaders to pursue eminent domain or negotiate a sale with PG&E, following a December blackout that renewed calls for municipal control. PG&E and a coalition of utility employees had appealed the report, citing concerns about insufficient detail on environmental impacts.

Sep 24, 2026

Public Service Enterprise Group (PSEG) is moving forward with utility growth and considering new power projects. The company operates a regulated utility, PSE&G, and PSEG Power, which holds ownership in nuclear plants and clean energy initiatives. PSE&G delivers gas and electricity services to 4.3 million customers in New Jersey.

Sep 24, 2026

Entergy Corporation (ETR) is a vertically integrated utility operating in the Gulf Coast region. An analyst report from Argus, dated September 9, 2026, indicates that the company's guidance suggests strong earnings growth in the second half of 2026. The report covers Entergy's electric operations through its five regulated subsidiaries, including generation, transmission, and distribution.

Sep 24, 2026

Sempra stock (SRE) fell by 2.45% to $79.00 on Wednesday, marking its fourth consecutive day of losses. This underperformance occurred during a generally rough trading session where the S&P 500 Index declined by 0.75% and the Dow Jones Industrial Average dropped by 0.68%.

Sep 24, 2026

Sempra (SRE) has been upgraded to a Buy rating due to its current valuation offering a strong margin of safety after recent stock declines. The company's robust long-term EPS growth of 7–9% is supported by significant investments in Texas and LNG growth, including a 20-year Petrobras deal. Despite macro headwinds and California regulatory risks, Sempra's defensive profile and discounted valuation make it an attractive investment, offering a 3.24% dividend yield with targeted annual dividend growth of 2–4%.

Sep 23, 2026

Cameron LNG and Sempra Infrastructure have funded a release of 150,000 hatchery-raised redfish, but local fishers argue that restoring marshlands is a more critical long-term solution for the fishery's health. This highlights ongoing tensions between the fishing community and the LNG industry in southwest Louisiana, including a lawsuit alleging damage to wetlands and oyster habitats. The dispute underscores the need for healthy habitats and food sources for young redfish.

Sep 23, 2026

Edison International faces a complex challenge as it funds a $40 billion grid transformation and absorbs wildfire liabilities, even as its dividend yield appears attractive. Despite 22 consecutive dividend raises and a 6.3% yield, the company was downgraded by S&P due to wildfire settlements exceeding $1 billion and operating cash flow not fully covering capital expenditures and dividends. This situation places Edison International in a unique position among California utilities, offering high yield but also significant exposure to unresolved risks.

Sep 23, 2026

Sempra Energy (NYSE:SRE) shares recently hit a new 52-week low of $79.00, trading below its 50-day and 200-day moving averages. Despite this decline, analysts maintain a "Moderate Buy" rating with a target price of $101.69, suggesting potential upside. The company reported better-than-expected quarterly EPS of $1.16 and declared a quarterly dividend of $0.6575, representing an annualized yield of about 3.3%.

Sep 23, 2026

Fishermen in Louisiana are skeptical of the LNG industry's efforts to boost redfish populations, arguing that while the restocking is a nice gesture, it does not address the core issue of marshland deterioration caused by industrial activities. They advocate for more significant investment in coastal restoration, which they believe is crucial for the survival of marine life and the long-term health of the ecosystem. Commercial fishermen also point out the vast disparity between the industry's modest contributions to environmental efforts and its substantial earnings.

Sep 19, 2026

Brazil's state-owned energy company Petrobras has signed a 20-year sales and purchase agreement with Sempra Infrastructure for the supply of approximately 0.8 million tonnes per annum (mtpa) of LNG. This LNG will come from Sempra's Port Arthur LNG Phase 2 project, which is currently under construction in Jefferson County, Texas. This agreement marks Petrobras as the first South American company in Sempra Infrastructure's LNG customer portfolio, strengthening its role in providing reliable U.S. natural gas.

Sep 16, 2026

Sempra (SRE) has seen a 45.6% gain over the past five years, and its recent 20-year LNG supply deal with Petrobras for the Port Arthur Phase 2 project, valued at $12 billion, is influencing its current valuation. Trading at a P/E of 23.5x, higher than the industry average, analysts are assessing whether its earnings power, including the new LNG contract, justifies its current share price. The stock's current multiple is close to a tailored fair-value P/E model, suggesting it effectively prices in the new deal without exceeding the model's fair range.

Sep 15, 2026

Petrobras has signed a 20-year agreement with Sempra Infrastructure to purchase 0.8 million tonnes per annum (mtpa) of LNG from the Port Arthur LNG Liquefaction Terminal in Texas. This long-term deal aims to reduce Petrobras' exposure to spot market volatility, strengthen its natural gas portfolio risk management, and enhance its ability to fulfill contracts with greater flexibility and security. Sempra Infrastructure is currently constructing the Port Arthur LNG terminal, which will access U.S. natural gas resources and integrated logistics infrastructure.

Sep 15, 2026

This article provides a compilation of solar PV news from China as of September 15, 2026. Key updates include Sungrow's participation in an upcoming TaiyangNews conference, JinkoSolar's plan to rename its NYSE-listed parent to Jinko Holdings Limited to broaden its investment scope, and China's initiative to conduct its first high-altitude perovskite-silicon tandem field test. Additionally, Ancai Hi-Tech announced its intention to divest non-core assets to focus on PV glass, and Sungrow is raising prices for its PV inverter and energy storage products due to increased raw material costs.

Sep 15, 2026

Analysts have given Sempra Energy (NYSE:SRE) a consensus "Moderate Buy" rating, with an average 12-month price target of $102, exceeding its current share price of $82.95. The company recently reported better-than-expected quarterly EPS of $1.16 and declared a quarterly dividend of $0.6575, resulting in a 3.2% yield. Institutional investors hold a significant 89.65% stake in the utility provider.

Sep 15, 2026

Sempra Infrastructure has signed a 20-year agreement with Brazil's Petrobras to supply approximately 800,000 tonnes per year of liquefied natural gas from its Port Arthur LNG Phase 2 project in Texas. This deal marks Petrobras as Sempra's first South American LNG customer, bolstering the Port Arthur development which is set to significantly expand U.S. LNG export capacity. The project's second phase, with an estimated capital spending of $12 billion, is expected to commence commercial operations in 2030 and 2031, following other major agreements with ConocoPhillips, JERA, and EQT.

Sep 14, 2026

Sempra Infrastructure has signed a 20-year agreement with Brazil's Petrobras for approximately 800,000 tonnes per year of LNG from its Port Arthur LNG Phase 2 project in Texas. This deal marks Petrobras as Sempra's first South American LNG customer, securing long-term U.S. gas supply for Petrobras and adding another major international buyer for Sempra's expansion. The Port Arthur Phase 2 project, with a final investment decision in September 2025, is set to add 13 million tonnes per annum of liquefaction capacity, with commercial operations expected in 2030 and 2031.

Sep 14, 2026

Squarepoint Ops LLC increased its stake in Sempra Energy (NYSE:SRE) by 69% in the second quarter, buying an additional 12,661 shares to bring its total holdings to 31,011 shares valued at $2.88 million. Institutional investors collectively own 89.65% of Sempra's stock, with other major firms also making significant investments. The utilities provider recently exceeded earnings expectations, reporting $1.16 EPS against a $1.01 consensus, and declared a quarterly dividend of $0.6575, representing a 3.2% annual yield.

Sep 13, 2026

Tidal Investments LLC significantly increased its stake in Sempra Energy (NYSE:SRE) by 86.5% in the second quarter, now holding 80,245 shares valued at $7.44 million. Other institutional investors also adjusted their positions in SRE, while analysts have a "Moderate Buy" consensus rating with an average price target of $102.00. The article also details recent insider stock sales, company financials, and a declared quarterly dividend.

Sep 12, 2026

The Manufacturers Life Insurance Company reduced its stake in Sempra Energy by 1.9% in the second quarter, selling 17,313 shares but still holding 916,291 shares valued at $84.9 million. Other institutional investors, such as California State Teachers Retirement System and BlackRock Inc., significantly increased their holdings in Sempra Energy. The company reported quarterly EPS of $1.16, exceeding analyst estimates, and declared a quarterly dividend of $0.6575 per share, representing a 3.2% yield.

Sep 12, 2026

This opinion piece argues that Southern California Edison (SCE) operates as a predatory monopoly, profiting excessively from a basic human need—electricity—especially in the Inland Empire. The author highlights the significant increase in electricity bills compared to stagnant household incomes and SCE executives' rising compensation, accusing the company of exploiting its captive customer base. The article calls for rate limits, automatic enrollment in discount programs, an end to profit-driven executive pay, and ultimately, the conversion of such utilities into publicly held entities.