Morgan Stanley Keeps an Overweight Rating on Sempra (SRE)

Sempra (NYSE:SRE) is among the 15 Best Electric Utility Stocks to Invest In Now.

Sempra (NYSE:SRE) is among the Best Utility Stocks.

On February 20, 2026, Morgan Stanley raised Sempra (NYSE:SRE)'s price target to $101 from $97 while keeping an Overweight rating. The firm boosted its price estimates for North American Regulated and Diversified Utilities and IPPs. Morgan Stanley said that utilities underperformed the S&P in January. Morgan Stanley's Q4 earnings outlook predicts balanced discussions about data center pipelines, considering affordability and political factors.

On February 6, 2026, J.P. Morgan analyst Aidan Kelly initiated coverage of Sempra (NYSE:SRE) with an Overweight rating. The analyst elevated his price target to $98 from $85, noting significant leverage to record Texas infrastructure demand after a period of restraint.

Sempra (NYSE:SRE) is an energy-service holding company that develops and operates energy infrastructure and provides electric and gas services. It operates in four segments: Sempra California, Sempra Texas Utilities, Sempra Infrastructure, and All Other.

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