Edison International (NYSE:EIX) Reaches New 1-Year High – What’s Next?

Edison International (NYSE:EIX) shares reached a new 52-week high on Tuesday . The stock traded as high as $72.68 and last traded at $71.5240, with a volume of 169216 shares. The stock had previously closed at $71.46.

Edison International News Roundup

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

• Positive Sentiment: Q4 results materially beat expectations — EPS $1.87 vs. $1.47 consensus and revenue of $5.21B vs. ~$4.29B; adjusted core earnings and reported net income rose sharply, supporting near-term cash flow. Edison International Reports Fourth Quarter and Full-Year 2025 Results
• Positive Sentiment: Board declared a quarterly common dividend of $0.8775 (annualized yield ~5.0%), which supports income-focused holders and can stabilize stock demand. Edison International, Southern California Edison Declare Dividends
• Positive Sentiment: Company cited higher electricity rates and lower interest costs (partly from wildfire cost-recovery approvals) as drivers of the beat — these items improve near-term profitability and reduce financing drag. Edison International beats quarterly profit estimates on lower interest costs, higher electricity rates
• Neutral Sentiment: Management delivered a grid investment plan and broader business update to institutional investors outlining capital deployment and resilience strategy — positive for long-term growth but not an immediate earnings catalyst. Edison International Details Grid Investment Plan and Strategy
• Neutral Sentiment: FY2027 EPS guidance was updated to a 6.250–6.650 range (roughly in line with consensus), giving forward visibility but leaving room for analyst model changes.
• Negative Sentiment: FY2026 guidance of 5.900–6.200 came in slightly below consensus, which likely disappointed some investors and contributed to profit-taking despite the Q4 beat.
• Negative Sentiment: Ongoing wildfire/regulatory overhang and relatively elevated leverage (debt-to-equity ~1.95) keep risk-premia on the stock — analysts note earnings strength but warn of regulatory uncertainty that can compress multiples. Edison International: Earnings Strength Amid Wildfire Overhangs (Upgrade)

Wall Street Analyst Weigh In

A number of brokerages have weighed in on EIX. Weiss Ratings reiterated a “hold (c)” rating on shares of Edison International in a report on Monday, December 29th. LADENBURG THALM/SH SH upped their target price on Edison International from $52.50 to $55.00 and gave the company a “neutral” rating in a research report on Thursday, October 30th. Jefferies Financial Group lowered their target price on Edison International from $59.00 to $54.00 and set a “hold” rating for the company in a report on Wednesday, January 28th. UBS Group lowered Edison International from a “buy” rating to a “neutral” rating and boosted their price target for the company from $70.00 to $78.00 in a research note on Friday, February 13th. Finally, JPMorgan Chase & Co. raised their price objective on shares of Edison International from $65.00 to $66.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 28th. Four 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 data from MarketBeat.com, Edison International has an average rating of “Hold” and an average target price of $65.20.

Edison International Trading Down 2.4%

The business has a fifty day moving average of $62.00 and a 200-day moving average of $58.17. The company has a debt-to-equity ratio of 1.95, a quick ratio of 0.76 and a current ratio of 0.82. The company has a market capitalization of $26.83 billion, a P/E ratio of 9.11, a PEG ratio of 1.05 and a beta of 0.82.

Edison International (NYSE:EIX) last announced its quarterly earnings results on Wednesday, February 18th. The utilities provider reported $1.87 EPS for the quarter, beating analysts’ consensus estimates of $1.47 by $0.40. Edison International had a net margin of 17.24% and a return on equity of 13.62%. The business had revenue of $5.21 billion during the quarter, compared to analyst estimates of $4.29 billion. During the same quarter in the previous year, the business posted $1.05 EPS. Edison International has set its FY 2026 guidance at 5.900-6.200 EPS and its FY 2027 guidance at 6.250-6.650 EPS. Analysts anticipate that Edison International will post 4.95 earnings per share for the current fiscal year.

Edison International Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Tuesday, April 7th will be given a $0.8775 dividend. The ex-dividend date of this dividend is Tuesday, April 7th. This represents a $3.51 annualized dividend and a yield of 5.0%. Edison International’s dividend payout ratio (DPR) is presently 45.88%.

Institutional Trading of Edison International

Several institutional investors and hedge funds have recently modified their holdings of EIX. AQR Capital Management LLC boosted its position 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 buying an additional 7,521,168 shares during the last quarter. Norges Bank bought a new position in Edison International during the 4th quarter valued at $339,311,000. Vanguard Group Inc. boosted its holdings in Edison International by 4.9% during the 2nd quarter. Vanguard Group Inc. now owns 51,470,117 shares of the utilities provider’s stock worth $2,655,858,000 after acquiring an additional 2,386,562 shares during the last quarter. Goldman Sachs Group Inc. grew its stake in shares of Edison International by 41.4% in the 4th quarter. Goldman Sachs Group Inc. now owns 5,496,907 shares of the utilities provider’s stock worth $329,924,000 after acquiring an additional 1,609,847 shares in the last quarter. Finally, Los Angeles Capital Management LLC raised its holdings in shares of Edison International by 237.2% in the second quarter. Los Angeles Capital Management LLC now owns 1,904,568 shares of the utilities provider’s stock valued at $98,276,000 after purchasing an additional 1,339,806 shares during the last quarter. 88.95% of the stock is owned by hedge funds and other 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.