Edison International (NYSE:EIX) Issues FY 2026 Earnings Guidance

Edison International (NYSE:EIX) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 5.900-6.200 for the period, compared to the consensus earnings per share estimate of 6.140. The company issued revenue guidance of -.

Analysts Set New Price Targets

EIX has been the subject of several research analyst reports. Wall Street Zen downgraded Edison International from a “buy” rating to a “hold” rating in a research note on Saturday. UBS Group downgraded Edison International from a “buy” rating to a “neutral” rating and upped their target price for the company from $70.00 to $78.00 in a research report on Friday, February 13th. Barclays dropped their price objective on Edison International from $68.00 to $67.00 and set an “overweight” rating for the company in a research report on Thursday, January 22nd. LADENBURG THALM/SH SH boosted their price objective on shares of Edison International from $52.50 to $55.00 and gave the stock a “neutral” rating in a research note on Thursday, October 30th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Edison International in a report on Monday, December 29th. Four equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat, Edison International presently has a consensus rating of “Hold” and a consensus price target of $64.10.

Edison International Trading Down 2.4%

NYSE:EIX traded down $1.69 during trading hours on Wednesday, hitting $69.73. The company had a trading volume of 4,719,754 shares, compared to its average volume of 3,259,014. Edison International has a 52 week low of $47.73 and a 52 week high of $72.68. The company has a market capitalization of $26.83 billion, a PE ratio of 9.11, a price-to-earnings-growth ratio of 1.05 and a beta of 0.82. The stock has a 50-day moving average price of $61.75 and a 200 day moving average price of $58.09. The company has a debt-to-equity ratio of 1.95, a current ratio of 0.82 and a quick ratio of 0.76.

Edison International (NYSE:EIX) last announced its quarterly earnings data on Wednesday, February 18th. The utilities provider reported $1.87 earnings per share for the quarter, topping analysts’ consensus estimates of $1.49 by $0.38. The business had revenue of $5.21 billion for the quarter, compared to analysts’ expectations of $4.29 billion. Edison International had a net margin of 17.24% and a return on equity of 13.62%. Edison International has set its FY 2026 guidance at 5.900-6.200 EPS. On average, equities research analysts predict that Edison International will post 4.95 EPS for the current fiscal year.

Edison International Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Wednesday, January 7th were issued a $0.8775 dividend. The ex-dividend date of this dividend was Wednesday, January 7th. This represents a $3.51 annualized dividend and a yield of 5.0%. This is a positive change from Edison International’s previous quarterly dividend of $0.83. Edison International’s payout ratio is currently 45.88%.

Key Headlines Impacting Edison International

Here are the key news stories impacting Edison International this week:

• Positive Sentiment: Q4 beat: EIX reported adjusted Q4 core EPS of $1.86 (GAAP $4.80) and revenue of $5.21B — both well ahead of consensus — signaling stronger utility earnings and improved operating results. Edison International Reports Fourth Quarter and Full-Year 2025 Results
• Positive Sentiment: Drivers of the beat: Management cited higher electricity rates and lower interest costs (including wildfire-related cost-recovery decisions) as contributors to outperformance, which supports near-term cash flow and margins. Edison International beats quarterly profit estimates on lower interest costs, higher electricity rates
• Positive Sentiment: Dividend maintained/declared: The board declared a quarterly common dividend of $0.8775, supporting income investors and signaling confidence in cash generation. Edison International, Southern California Edison Declare Dividends
• Neutral Sentiment: FY26 guidance provided: EIX set FY2026 EPS guidance of $5.90–$6.20 — this represents a clear forward target for investors but sits very close to analysts’ expectations, leaving limited upside surprise potential. Edison International Reports Fourth Quarter and Full-Year 2025 Results
• Neutral Sentiment: Analyst commentary/upgrades: Several outlets highlighted EIX as a growth/upgrade candidate on the quarter, which may sustain analyst attention but has likely been at least partly priced in after the earnings release. Edison International posts strong Q4 results, raises guidance
• Negative Sentiment: Guidance vs. consensus friction: The FY26 range (5.90–6.20) compares modestly with the consensus reference cited by outlets (~6.14) — the close call reduces conviction and can prompt profit-taking despite the beat. Edison International: Q4 Earnings Snapshot
• Negative Sentiment: Wildfire/overhang risk remains: Commentary and some analyst notes still flag wildfire-related regulatory and cost-recovery uncertainty as a continuing overhang on valuation and credit assumptions. Edison International: Earnings Strength Amid Wildfire Overhangs (Upgrade)

Institutional Investors Weigh In On Edison International

A number of institutional investors and hedge funds have recently modified their holdings of the business. AQR Capital Management LLC raised its stake in shares of Edison International by 69.9% during the fourth quarter. AQR Capital Management LLC now owns 18,285,152 shares of the utilities provider’s stock valued at $1,097,475,000 after acquiring an additional 7,521,168 shares in the last quarter. Man Group plc increased its position in shares of Edison International by 109.6% in the 2nd quarter. Man Group plc now owns 2,314,124 shares of the utilities provider’s stock valued at $119,409,000 after acquiring an additional 1,209,964 shares during the period. State Street Corp raised its stake in shares of Edison International by 3.0% in the fourth quarter. State Street Corp now owns 33,141,204 shares of the utilities provider’s stock worth $1,989,135,000 after purchasing an additional 953,800 shares during the last quarter. Russell Investments Group Ltd. lifted its holdings in shares of Edison International by 60.4% during the fourth quarter. Russell Investments Group Ltd. now owns 1,979,438 shares of the utilities provider’s stock worth $119,025,000 after purchasing an additional 745,395 shares during the period. Finally, Northern Trust Corp raised its holdings in shares of Edison International by 12.3% during the fourth quarter. Northern Trust Corp now owns 6,070,324 shares of the utilities provider’s stock worth $364,341,000 after purchasing an additional 662,477 shares during the last quarter. 88.95% of the stock is owned by institutional investors.

About Edison International

Edison International is a publicly traded utility holding company based in Rosemead, California, whose principal subsidiary is Southern California Edison (SCE). As an electric utility holding company, Edison International oversees the delivery of electricity through SCE’s integrated network of generation procurement, transmission and distribution infrastructure, serving millions of customers across central, coastal and southern California. The company’s operations focus on reliable energy delivery, customer service, regulatory compliance and long-term infrastructure planning for a complex and high-demand service territory.

The company’s activities include procuring and managing a diverse resource mix, maintaining and upgrading transmission and distribution systems, and implementing grid modernization projects.