Edison InternationalNYSE: EIX
Utilities · Electric Utilities
$69.92
+0.62%
Vol: 2.0M
Research Digest
Friday, May 1, 2026
Edison International Q1 2026 EPS misses; reaffirms 2026-2028 guidance and 5-7% CAGR target
Edison International reported Q1 core EPS of $1.42, missing forecast of $1.56, though net income benefited from prior year comparison. Revenue of $4.1B exceeded expectation of $4.07B. Company reaffirmed 2026 guidance of $5.90-$6.20 core EPS and 2027-2028 targets with 5-7% CAGR through 2030. Plan includes $38-$41B capex at SCE 2026-2030 and completion of grid hardening (93% done) with >$500M wildfire relief offered. Hold consensus with $72.09 PT.
Previous Market Intelligence
13 daysApr 30Edison International reports Q1 2026 core EPS of $1.42 beating estimates; affirms 2026 core EPS guidance of $5.90-$6.20 with 5-7% annual growth.Positive▶
Edison International released Q1 2026 results on April 28 with core earnings of $1.42 per share, beating estimates of $1.33 by $0.09. Net income was $531M versus $1,436M prior year (impacted by wildfire-related charges). The company affirmed 2026 core EPS guidance of $5.90-$6.20 and reiterated confidence in delivering 5-7% core EPS growth annually through 2030. Outlined $38-41B investment plan for 2026-2030 focused on grid infrastructure supporting clean energy. About 93% of distribution-system hardening in high fire-risk areas is complete. Edison deployed AI/ML models for defect detection with $25M potential revenue savings. Announced $500M+ wildfire recovery compensation relief and new board director. Morgan Stanley downgraded price target to $70.
Apr 29Edison International reports Q1 2026 core EPS of $1.42, missing analyst estimates of $1.56; wildfire relief exceeds $500M.Mixed▶
Edison International released first-quarter 2026 results with net income of $531 million ($1.38 per share), significantly lower than the $1.44 billion reported in Q1 2025. The adjusted core EPS of $1.42 missed analyst expectations of $1.56, pressured by wildfire-related costs. However, the company reaffirmed full-year 2026 core EPS guidance of $5.90-$6.20. Southern California Edison announced over $500 million in relief offered to wildfire victims through its Wildfire Recovery Compensation Program. The company plans $38-41 billion in grid-focused capital investments from 2026-2030 targeting 7% annual rate base growth.
Apr 16Edison International Q4 EPS surged to $4.80 from $0.88; California lawmakers advance wildfire audit measure.Mixed▶
Edison International reported Q4 2025 net income of $1.848 billion or $4.80 per share, up significantly from $340 million or $0.88 per share prior year. Full-year 2025 net income was $4.459 billion or $11.58 per share with core earnings of $2.520 billion or $6.55 per share. The board declared quarterly dividend of $0.8775 per share payable April 30. Stock dropped 4.17% recently amid earnings uncertainty despite strong past performance. California lawmakers advanced measure requiring independent audits of utility wildfire mitigation spending, increasing regulatory scrutiny on EIX wildfire costs. Analyst consensus is Hold with 12-month price target of $69.20, representing 8.61% downside.
Apr 15Edison International beat Q4 EPS estimates by 27% while AI grid investment and upcoming April 28 earnings capture attention.Positive▶
Edison International dropped 4.17% on earnings uncertainty despite Q4 2025 EPS of $1.86 beating estimates of $1.46 by 27.4%. The company is investing in ThinkLabs AI Series A ($28M) for AI-native grid planning. First quarter 2026 earnings will be discussed April 28. Howard Capital raised its EIX stake by 95.6%. The board declared a $0.8775 quarterly dividend payable April 30.
Apr 14Edison International sets 2026-27 guidance with core EPS of $5.90-$6.20; backing ThinkLabs AI Series A for grid modernization.Mixed▶
Edison International issued 2026 core EPS guidance of $5.90-$6.20. Backing ThinkLabs AI $28 million Series A to advance AI-native grid planning tools. Positioned for 7% average annual earnings growth given California clean energy goals with $40 billion planned capital investment. Ongoing Eaton wildfire investigation dampens sentiment.
Apr 13Edison International raised 2026-27 core EPS guidance above analyst expectations and backed $40B capital investment plan with AI-enabled grid modernization.Positive▶
EIX raised 2026-2027 core EPS guidance above consensus. Morgan Stanley raised price target to $71 from $68 on March 23. Company planning $40B capital investment over 5 years for grid modernization. Invested in ThinkLabs AI Series A ($28M) for AI-native grid planning. Eaton wildfire liability remains key risk with years of legal/regulatory uncertainty ahead. Stock yielding 4.4% dividend.
Apr 10Edison International announces 2026-27 guidance above expectations and AI grid investmentPositive▶
Edison set 2026 core EPS guidance at $5.90 to $6.20. Pursuing growth through clean energy investments including ThinkLabs AI Series A.
Apr 9Edison International reports Q4 2025 core earnings of $1.86; backs AI-native grid planning investmentPositive▶
Edison International reported Q4 2025 core earnings of $1.86 per share with 2026 core EPS guidance of $5.90-$6.20. The company invested in ThinkLabs AI series A round for AI-native grid planning and awarded $50,000 STEM scholarships to 30 high school seniors. Q1 2026 results call scheduled for April 28, 2026.
Apr 8No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 7Morgan Stanley raises price target to $71; JPMorgan to $74; Edison declares $0.8775 dividend.Positive▶
Edison International received multiple analyst upgrades with Morgan Stanley raising price target to $71 from $68 on March 23 and JPMorgan raising to $74 from $66 on March 18. The board declared a quarterly dividend of $0.8775 per share payable April 30, 2026. Q4 earnings were strong at $4.80 per share vs $0.88 year-ago. The company set 2026 core EPS guidance of $5.90-$6.20, demonstrating operational strength and dividend confidence.
Apr 6Edison International reports strong Q4 with core EPS guidance boost and AI grid investment focusPositive▶
Edison International reported Q4 2025 net income of $1.848 billion ($4.80/share) vs. Q4 2024 net income of $340 million ($0.88/share). Full-year 2025 core earnings $2.520 billion ($6.55/share) vs. 2024 core earnings $1.900 billion ($4.93/share). 2026 core EPS guidance set at $5.90-6.20, providing clearer growth path. Company announced Q1 2026 results conference call for April 28. Edison backed ThinkLabs AI's $28M Series A round to advance AI-native grid planning tools. Quarterly dividend declared at $0.8775/share, payable April 30.
Apr 3Edison International reports 22nd consecutive dividend increase of 6% to $3.51 but projects 2026 EPS decline due to wildfire liabilities.Mixed▶
Edison International reported 2025 net income of $1,848M ($4.80 per share) with core EPS of $6.55. However, management projects 2026 EPS of $5.90-$6.20, a decline due to increased wildfire-related liabilities. The board approved the 22nd consecutive annual dividend increase to $3.51 per share (+6%). Edison plans $38-$41B in grid hardening 2026-2030.
Apr 2Edison International declares $0.8775 quarterly dividend; JPMorgan and Morgan Stanley raise price targetsPositive▶
Edison International declared $0.8775 per share quarterly dividend payable April 30, 2026. JPMorgan raised price target to $74 from $66 on March 18, 2026, while Morgan Stanley raised target to $71 from $68 on March 23. Company reported Q4 2025 net income of $1,848 million ($4.80 per share) and core earnings of $2,520 million ($6.55 per share). Company plans $40 billion capital investment over next five years with 7% average annual earnings growth projections.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| EIXEDISON | $69.92 | +0.62% | -5.6% | 10.7x | 0.77 | $26.7B |
| CEGCONSTELLATION | $308.34 | -1.49% | +13.8% | 22.8x | 1.19 | $113.4B |
| SOSOUTHERN | $97.02 | +0.33% | -0.3% | 19.6x | 0.41 | $109.0B |
| DUKDUKE | $128.89 | -0.51% | -1.4% | 18.1x | 0.45 | $100.8B |
| AEPAMERICAN | $137.20 | +0.06% | +3.6% | 19.9x | 0.57 | $74.5B |
| ETRENTERGY | $116.83 | -0.92% | +2.9% | 23.6x | 0.56 | $54.0B |
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Price between 50d and 200d. Testing 50d support.