Sempra Energy Stock Price, News & Analysis

Sempra (NYSE: SRE) will release its third-quarter 2025 earnings by 8:00 a.m. ET on Wednesday, November 5, 2025. Senior leaders including chairman and CEO Jeffrey W. Martin and CFO Karen Sedgwick will host a conference call at 12:00 p.m. ET on November 5, 2025.

Investors, media, analysts and the public can listen via a live webcast by registering on Sempra's Investors site. An accompanying slide presentation will be posted to the Investors site prior to market open on November 5, 2025. A replay of the webcast will be available a few hours after the call concludes.

Sempra (NYSE: SRE) announced its participation in the upcoming Wolfe Research Utilities, Midstream & Clean Energy Conference 2025. The company's senior management team, including CEO Jeffrey W. Martin, CFO Karen Sedgwick, Sempra Infrastructure CEO Justin Bird, and Oncor Electric CEO Allen Nye, will engage with investors during the conference.

Martin will deliver a keynote presentation on September 30, 2025, at 12 p.m. EST, where he will discuss the company's capital recycling transaction and strategic reinvestment plans in its utility-focused capital campaign.

Sempra (NYSE: SRE) announced strategic transactions that transform its business model, including the sale of a 45% stake in Sempra Infrastructure Partners for $10 billion to KKR and CPP Investments. The deal values Sempra Infrastructure at an enterprise value of $31.7 billion.

Additionally, the company reached a Final Investment Decision on Port Arthur LNG Phase 2, securing $7 billion in equity financing for a 49.9% minority stake. The project will add 13 million tonnes per annum of LNG capacity with operations expected in 2030-2031.

Sempra updated its 2025 GAAP EPS guidance to $3.29-$3.69 while affirming adjusted EPS guidance of $4.30-$4.70. The company maintains its long-term EPS growth rate projection of 7-9% for 2025-2029.

Sempra (NYSE: SRE) has announced its latest dividend declarations. The company's board approved a quarterly dividend of $0.645 per share on common stock, payable October 15, 2025, to shareholders of record as of October 1, 2025.

Additionally, Sempra declared a semi-annual dividend of $24.375 per share on its Series C preferred stock, also payable October 15, 2025. Notably, the company will redeem all outstanding shares of Series C preferred stock on October 15, 2025, with no further dividends to be declared after the redemption date.

Southern California Gas Company (SoCalGas) has announced its regular quarterly dividend declaration. The company will pay $0.375 per share for both its Preferred Stock and Preferred Stock, Series A. The dividends will be distributed on October 15, 2025, to shareholders of record as of September 10, 2025.

Sempra Infrastructure (NYSE: SRE) has signed a significant 20-year LNG supply agreement with EQT Corporation for 2 million tonnes per annum (Mtpa) from the Port Arthur LNG Phase 2 project in Texas. The agreement follows recent similar deals with JERA (1.5 Mtpa) and ConocoPhillips (4 Mtpa).

The Port Arthur LNG Phase 2 development has secured all major permits and selected Bechtel for engineering and construction. The project will add two liquefaction trains with 13 Mtpa capacity, potentially doubling the facility's total capacity to 26 Mtpa. Phase 1 is under construction with expected commercial operations in 2027-2028, while Phase 2's final investment decision is targeted for 2025.

EQT Corporation (NYSE: EQT) has entered into a significant 20-year LNG supply agreement with Sempra Infrastructure for 2 million tonnes per annum of LNG from the Port Arthur LNG Phase 2 project in Texas. The agreement is structured on a free-on-board basis with pricing indexed to Henry Hub.

The Port Arthur LNG Phase 2 development has secured all major permits and has attracted strong buyer interest, with recent agreements including a 1.5 Mtpa deal with JERA Co. and a 4 Mtpa agreement with ConocoPhillips. The project will include two liquefaction trains with a total capacity of approximately 13 Mtpa, potentially doubling the facility's total capacity to 26 Mtpa when combined with Phase 1.

Phase 1 is currently under construction with expected commercial operations beginning in 2027 and 2028 for trains 1 and 2 respectively. Sempra Infrastructure aims to make a final investment decision on Phase 2 in 2025.

ConocoPhillips (NYSE: COP) has signed a significant 20-year LNG sales and purchase agreement with Sempra Infrastructure to purchase 4 million tonnes per annum (MTPA) of LNG from the Port Arthur LNG Phase 2 project in Texas. This agreement builds upon COP's existing partnership with Sempra, following a previous 5 MTPA agreement and 30% equity stake in Phase 1 signed in July 2022.

The free-on-board basis agreement strengthens ConocoPhillips' global LNG portfolio strategy and enhances its ability to deliver natural gas to key global markets. While the Phase 1 project is expected to start up in 2027, COP's participation in Phase 2 will be limited to offtake only, with the final investment decision still pending.

Sempra (NYSE: SRE) has announced a significant expansion of its Port Arthur LNG project through a new partnership with ConocoPhillips (NYSE: COP). The companies have signed a 20-year sale and purchase agreement (SPA) for 4 million tonnes per annum (Mtpa) of LNG offtake from the Port Arthur LNG Phase 2 development project in Texas.

The Phase 2 development will add two new liquefaction trains, increasing the facility's total capacity from 13 Mtpa to approximately 26 Mtpa. The project has secured all major permits, including FERC approval and DOE export authorization. Sempra Infrastructure has also signed a separate 20-year SPA with JERA Co. Inc. for 1.5 Mtpa of LNG offtake. The company targets making a final investment decision on Phase 2 in 2025.