• Morgan Stanley maintains an "Overweight" rating for NYSE:SRE, raising the price target from $93 to $99.
• Sempra Energy's significant $10 billion deal to sell a 45% stake in Sempra Infrastructure aims to strengthen its financial position.
• The company's long-term growth is supported by major LNG agreements and utility investments amidst regulatory and geopolitical challenges.

Sempra Energy (NYSE:SRE), a key player in the U.S. energy infrastructure sector, focuses on utility growth and strategic asset sales, crucial for its long-term success. With a market capitalization of approximately $59.8 billion, Sempra's significant presence in the industry is undeniable.

On October 22, 2025, Morgan Stanley maintained an "Overweight" rating for Sempra Energy, with a hold action. At that time, the stock price was $91.81. Morgan Stanley also raised the price target from $93 to $99, indicating confidence in Sempra's future performance. This aligns with Sempra's strategic moves to strengthen its financial position.

Sempra is making a significant impact with a $10 billion deal involving the sale of a 45% stake in Sempra Infrastructure. This move is expected to bolster the company's balance sheet and eliminate the need for additional equity. It also aims to enhance projected earnings per share from 2027 onwards, supporting the company's growth strategy.

The stock price of SRE is currently $91.68, showing a slight decrease of 0.66% or $0.61. During the trading day, the stock fluctuated between $91.62 and $93.24. Over the past year, SRE has seen a high of $95.77 and a low of $61.90, indicating some volatility in its performance.

Sempra's long-term growth is supported by major LNG agreements, utility investments, and macroeconomic trends like the rising demand for AI and electric vehicles. However, the company must navigate regulatory and geopolitical risks. Despite these challenges, Sempra remains a strong buy due to its solid financial guidance extending through 2029.