• In February 2026, Sempra reported fourth-quarter and full-year 2025 results, issued long-term earnings guidance through 2030, and raised its quarterly dividend to US$0.6575 per share, equivalent to US$2.63 annually.
• The combination of multi-year EPS targets and a higher dividend offers investors clearer visibility into Sempra’s earnings trajectory and capital-return intentions.
• Next, we’ll examine how Sempra’s new long-term EPS guidance reshapes the company’s investment narrative and risk-reward profile for investors.

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Sempra Investment Narrative Recap

To own Sempra, you need to be comfortable with a regulated utility that is investing heavily in California and Texas networks while also leaning into LNG infrastructure. The new long-term EPS guidance and modest dividend increase reinforce visibility on management’s financial targets, but they do not materially change the near term focus on executing large capital projects and managing wildfire and regulatory risks in key jurisdictions.

The most relevant update is Sempra’s EPS guidance of US$5.10 to US$5.70 for 2027 and US$6.70 to US$7.50 for 2030, which frames how investors might think about the company’s ability to support its growing dividend and fund substantial grid and LNG investments. This guidance now sits against a backdrop of weaker 2025 earnings, underscoring the importance of delivery on Texas growth and capital recycling.

Yet alongside this long term earnings roadmap, investors should also be aware of wildfire and policy risks in California that could...

Sempra's narrative projects $16.6 billion revenue and $3.8 billion earnings by 2028.

Uncover how Sempra's forecasts yield a $101.50 fair value, a 9% upside to its current price.

Exploring Other Perspectives

Two fair value estimates from the Simply Wall St Community span from US$101.50 up to about US$261.22, showing how far apart reasonable opinions can be. You can weigh those views against Sempra’s long dated EPS guidance and the execution risks around its large Texas and LNG projects to form your own expectations about future performance.

Explore 2 other fair value estimates on Sempra - why the stock might be worth just $101.50!

The Verdict Is Yours

Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

• A great starting point for your Sempra research is our analysis highlighting 2 key rewards and 4 important warning signs that could impact your investment decision.
• Our free Sempra research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Sempra's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.