Sempra upgraded to Buy on strong long-term growth and solid dividends despite risks

Sempra (SRE) has been upgraded to a Buy rating due to its attractive valuation after recent stock declines and strong long-term earnings growth prospects. Key drivers include its Texas investments and LNG expansion, highlighted by a 20-year deal with Petrobras, supporting an expected EPS growth of 7–9%. The company maintains a solid balance sheet and earnings, backing a 3.24% dividend yield with targeted annual dividend growth of 2–4%. While macroeconomic challenges and California regulatory risks remain, Sempra's defensive profile and discounted valuation justify a positive outlook for investors.

Following the recent upgrade to a Buy rating, Sempra Energy (SRE) is currently trading at USD 78.85 on Pluang as of Sep 24, 2026 09:02 WIB, showing a 1-day decline of 2.63%. Despite the positive outlook, the platform data reveals a strong sell sentiment with 99% of order activity leaning towards selling. The stock offers a dividend yield of 3.25%, aligning closely with the article's mention of a 3.24% yield.