Is SRE or HES a better dividend investment in 2026?

SRE currently yields 2.68% with a 5% 5-year dividend growth rate. HES yields 4.00% with 5% growth. The better choice depends on your goal: HES offers higher current income.

What is the dividend yield difference between SRE and HES?

SRE has a forward dividend yield of 2.68% ($2.59/share annually). HES yields 4.00% ($2.00/share annually). The yield gap is 1.32 percentage points.

Home › Compare › SRE vs HES

SRE vs HES: Dividend Comparison 2026

SRE yields 2.68% · HES yields 4.00%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 HES wins by $1.2K in total portfolio value

INVESTMENT

TIME HORIZON10 years

SRE

● Live price

2.68%

Share price

$96.58

Annual div

$2.59

5Y div CAGR

10.1%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$26.8K

Annual income

$925.13

Full SRE calculator →

HES

● Live price

4.00%

Share price

$50.00

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.0K

Annual income

$899.19

Full HES calculator →

Portfolio growth — SRE vs HES

📍 HES pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	SRE	HES
2008–2009 GFC	— No data	— No data
2020 Q1–Q2 COVID	— No data	— No data
2022 Q4 Rate Hike	— No data	— No data

Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.

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Dividend Calendar Overlap

Combined, SRE + HES cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SRE pays

HES pays

Both pay

Neither

💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

SRE

Annual income on $10K today (after 15% tax)

$228.17/yr

After 10yr DRIP, annual income (after tax)

$786.36/yr

HES

Annual income on $10K today (after 15% tax)

$340.00/yr

After 10yr DRIP, annual income (after tax)

$764.31/yr

At 15% tax rate, SRE beats the other by $22.05/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

What's the optimal mix of SRE + HES for your $10,000?

SRE: 50%HES: 50%

100% HES50/50100% SRE

Portfolio after 10yr

$27.4K

Annual income

$912.17/yr

Blended yield

3.32%

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Analyst Conviction Gap

Where Wall Street is most bullish on SRE right now

SRE

Analyst Ratings

Strong

Buy

Hold

Consensus: Buy

Price Target

$100.88

+4.5% upside vs current

Range: $89.00 — $112.00

Altman Z

1.1

Piotroski

7/9

HES

Analyst Ratings

Buy

Hold

Consensus: Hold

Price Target

$148.19

+196.4% upside vs current

Range: $86.00 — $199.00

Altman Z

3.1

Piotroski

4/9

Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SRE buys

HES buys

No recent congressional trades found for SRE or HES in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricSREHES

Forward yield	2.68%	4.00% ✓
Annual dividend / share	$2.59 ✓	$2.00
Payout ratio	50%	50%
1-year div growth	0%	5% ✓
5-year div CAGR	10.1% ✓	5%
Portfolio after 10y	$26.8K	$28.0K ✓
Annual income after 10y	$925.13 ✓	$899.19
Total dividends collected	$5.6K	$6.4K ✓
Payment frequency	quarterly	quarterly
Sector	Utilities	Stock
Analyst consensus	Buy	Hold
Analyst price target	$100.88	$148.19 ✓

Year-by-year: SRE vs HES ($10,000, DRIP)

Year	SRE Portfolio	SRE Income/yr	HES Portfolio	HES Income/yr	Gap
1← crossover	$10,996	$295.54	$11,120	$420.00	$124.00 → HES
2	$12,100	$334.38	$12,357	$458.31	$257.00 → HES
3	$13,325	$378.61	$13,721	$499.76	$396.00 → HES
4	$14,687	$429.05	$15,227	$544.58	$540.00 → HES
5	$16,202	$486.59	$16,885	$593.02	$683.00 → HES
6	$17,888	$552.33	$18,713	$645.34	$825.00 → HES
7	$19,768	$627.49	$20,724	$701.81	$956.00 → HES
8	$21,865	$713.51	$22,938	$762.73	$1.1K → HES
9	$24,208	$812.08	$25,372	$828.41	$1.2K → HES
10	$26,827	$925.13	$28,047	$899.19	$1.2K → HES

SRE vs HES: Complete Analysis 2026

SRE — Utilities

Sempra operates as an energy-services holding company in the United States and internationally. The company's San Diego Gas & Electric Company segment provides electric services; and supplies natural gas. It offers electric services to approximately 3.6 million population and natural gas services to approximately 3.3 million population that covers 4,100 square miles. Its Southern California Gas Company segment owns and operates a natural gas distribution, transmission, and storage system that supplies natural gas to a population of approximately 22 million covering an area of 24,000 square miles. The company's Sempra Texas Utilities segment engages in the regulated transmission and distribution of electricity serving 3.8 million homes and businesses, and operation of 140,000 miles of transmission and distribution lines. Its transmission system includes 18,249 circuit miles of transmission lines, a total of 1,174 transmission and distribution substations, and interconnection to 130 third-party generation facilities totaling 45,403 megawatts. The company was formerly known as Sempra Energy and changed its name to Sempra in July 2021. Sempra was founded in 1998 and is headquartered in San Diego, California.

Full SRE Calculator →

HES — Stock

HES is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in HES shares.

Full HES Calculator →

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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.