Morgan Stanley cut target for Sempra stock to USD 100.00

Published on 10/08/2026 at 16:22 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter adjusted EPS rose to USD 1.16 from USD 0.89. Sempra stock costs EUR 71.26 on October 8, 2026 after EUR 71.25.

Key points in brief

Das Wichtigste in Kürze

Morgan Stanley cut its Sempra price target from USD 104.00 to USD 100.00 on September 18, 2026.
Sempra reported adjusted EPS of USD 1.16 in the second quarter of 2026, up from USD 0.89.
The stock was trading at EUR 71.26 at Lang & Schwarz on October 8, 2026, plus 0.01 percent versus EUR 71.25.
Sempra's next dividend payment is scheduled for October 15, 2026, at USD 0.66 per share.

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Sempra (ISIN US8168511090) was trading at EUR 71.26 at Lang & Schwarz on October 8, 2026 at 4:09 p.m. CEST, with a plus 0.01 percent daily change. Morgan Stanley cut its Sempra price target from USD 104.00 to USD 100.00 on September 18, 2026, while keeping its Overweight rating, according to Markets Insider.

Three dated milestones shape the story

On August 6, 2026, Sempra reported second-quarter GAAP earnings of USD 796 million, or USD 1.21 per diluted share, compared with USD 461 million, or USD 0.71, a year earlier, according to Sempra.

On September 14, 2026, Sempra Infrastructure announced a 20-year LNG supply agreement with Petrobras covering 0.80 million tonnes per annum, as reported in the Sempra release.

On September 18, 2026, Morgan Stanley lowered its target from USD 104.00 to USD 100.00 and maintained Overweight, according to Markets Insider.

What does the target cut mean?

The revised USD 100.00 target stands 25.42 percent above the NYSE price of USD 79.74 at 10:21 a.m. EDT on October 8, 2026. That gap leaves the analyst action constructive in direction, but the lower target signals a more cautious valuation framework than the previous USD 104.00 level.

Second-quarter earnings gained quality

Sempra's adjusted second-quarter earnings rose to USD 762 million from USD 583 million, while adjusted EPS increased to USD 1.16 from USD 0.89, according to Sempra. The company affirmed adjusted EPS guidance of USD 4.80 to USD 5.30 for fiscal 2026 and USD 5.10 to USD 5.70 for fiscal 2027.

Next dividend date is October 15

Sempra is scheduled to pay a quarterly dividend of USD 0.66 per share on October 15, 2026, according to Yahoo Finance. The payment date gives the income profile a concrete near-term marker alongside the revised analyst valuation.

Stock stays near the lower range

Sempra was trading at EUR 71.26 at Lang & Schwarz on October 8, 2026 at 4:09 p.m. CEST, plus 0.01 percent versus the prior close of EUR 71.25 on October 7, 2026. The further course of trading is shown by the continuously updated real-time quote of Sempra stock.