Edison International $EIX Stock: Robeco Institutional Asset Management B.V. Raises Position

Robeco Institutional Asset Management B.V. increased its holdings in shares of Edison International (NYSE:EIX) by 116.5% in the third quarter, according to its most recent filing with the SEC. The fund owned 984,980 shares of the utilities provider’s stock after acquiring an additional 530,065 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in Edison International were worth $52,923,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Rakuten Investment Management Inc. bought a new position in shares of Edison International in the second quarter worth about $4,750,000. VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new stake in Edison International in the 2nd quarter valued at about $33,328,000. Jupiter Topco LLC purchased a new stake in Edison International in the 2nd quarter valued at about $3,577,000. Corient Private Wealth LP boosted its position in Edison International by 49.7% in the 2nd quarter. Corient Private Wealth LP now owns 136,621 shares of the utilities provider’s stock valued at $10,171,000 after buying an additional 45,336 shares during the period. Finally, Allworth Financial LP purchased a new stake in Edison International in the 2nd quarter valued at about $2,586,000. Hedge funds and other institutional investors own 88.95% of the company’s stock.

Insiders Place Their Bets

In related news, Director Peter Taylor sold 500 shares of the firm’s stock in a transaction dated Monday, October 12th. The stock was sold at an average price of $55.56, for a total transaction of $27,780.00. Following the sale, the director owned 33,212 shares of the company’s stock, valued at $1,845,258.72. This trade represents a 1.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.20% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on EIX shares. The Goldman Sachs Group set a $67.00 target price on shares of Edison International in a research note on Thursday, October 15th. Argus reissued a “hold” rating on shares of Edison International in a research note on Wednesday, August 26th. HSBC initiated coverage on Edison International in a research note on Thursday. They issued a “hold” rating and a $56.50 price objective on the stock. UBS Group restated a “neutral” rating and set a $57.00 price objective on shares of Edison International in a report on Thursday, September 24th. Finally, Morgan Stanley lifted their target price on Edison International from $60.00 to $62.00 and gave the company an “underweight” rating in a research report on Wednesday. One research analyst has rated the stock with a Buy rating, ten have assigned a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Reduce” and a consensus target price of $60.58.

Edison International Stock Performance

Shares of EIX stock opened at $57.90 on Friday. The firm has a market cap of $22.28 billion, a price-to-earnings ratio of 7.98, a PEG ratio of 2.42 and a beta of 0.62. The company’s 50 day moving average is $59.18 and its 200 day moving average is $67.83. The company has a quick ratio of 0.61, a current ratio of 0.66 and a debt-to-equity ratio of 1.95. Edison International has a 52-week low of $51.10 and a 52-week high of $81.62.

Edison International (NYSE:EIX) last issued its quarterly earnings data on Thursday, July 30th. The utilities provider reported $1.54 EPS for the quarter, topping analysts’ consensus estimates of $1.18 by $0.36. The company had revenue of $4.36 billion during the quarter, compared to the consensus estimate of $4.82 billion. Edison International had a net margin of 20.30% and a return on equity of 15.53%. Edison International’s revenue for the quarter was down 4.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.97 earnings per share. Edison International has set its FY 2026 guidance at 5.900-6.200 EPS. On average, sell-side analysts anticipate that Edison International will post 6.13 EPS for the current fiscal year.

Edison International Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Saturday, October 31st. Investors of record on Wednesday, October 7th will be paid a dividend of $0.8775 per share. This represents a $3.51 dividend on an annualized basis and a dividend yield of 6.1%. The ex-dividend date is Wednesday, October 7th. Edison International’s dividend payout ratio is 36.19%.

Key Headlines Impacting Edison International

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

• Positive Sentiment: Analysts expect Edison International to potentially exceed consensus estimates in its upcoming third-quarter report. Zacks cites favorable earnings expectations and other indicators supporting the possibility of a beat. Edison International Expected to Beat Earnings Estimates
• Positive Sentiment: The company’s roughly 6% dividend yield may attract income-focused investors, particularly with Edison trading well below its 12-month high. However, the yield is also a sign of elevated perceived risk. Is Edison’s Dividend Enough To Make Up For Its Stock?
• Neutral Sentiment: Edison International is scheduled to report quarterly results Thursday, keeping the stock focused on earnings, guidance and commentary about wildfire-related costs, financing and credit ratings. Edison International Projected to Release Quarterly Earnings
• Neutral Sentiment: Analyst opinion remains mixed, suggesting the potential earnings catalyst is balanced by uncertainty over the company’s longer-term risk profile. Analysts’ Opinions Are Mixed on Edison International
• Neutral Sentiment: Proposed federal legislation would require utilities conducting public safety power shutoffs to report outage details and customer impacts. The bill is not law, but could increase compliance and reporting requirements for EIX’s California utility operations. Public Safety Power Shutoff Data Transparency Act
• Negative Sentiment: HSBC initiated coverage with a “hold” rating and a $56.50 price target, below the recent trading level, signaling limited near-term upside in the firm’s view. HSBC Edison International Rating
• Negative Sentiment: Commentary warns that the high dividend may reflect wildfire liability exposure, substantial leverage and the possibility of another credit-rating downgrade. These risks could pressure valuation and raise future financing costs. Edison International Dividend and Wildfire Liability Risks

Edison International Profile

Edison International (NYSE: EIX) is an electric power holding company based in California. Its principal subsidiary, Southern California Edison (SCE), is one of the largest electric utilities in the United States and delivers electricity across central, coastal and Southern California. SCE serves millions of residential, commercial and industrial customers through an extensive transmission and distribution network.

Edison International’s operations are focused on the generation, transmission and distribution of electricity, as well as supporting the transition to cleaner energy.