DailyIQ
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Sector:UtilitiesAll sectors
Last updated 3 minutes ago

EIX·Edison International

$.
+. (+.%)
After Hours
High
$71.99
Open
$71.63
Market Cap
27.39B
52W High
$76.22
Low
$70.79
P. Close
$71.26
P/E
7.25
52W Low
$47.73
Fwd P/E
10.95
Mean Target
$74.96
Technical Score (1D)
64
BUY
News Sentiment
45
MIXED
Southern California Edison (SCE), a subsidiary of EIX, has disbursed $175 million to over 1,200 claimants impacted by the Eaton Fire through its Wildfire Recovery Compensation Program. This action represents a significant step in the recovery process, with the program having extended offers totaling $600 million to nearly 3,400 submitted claims. Meanwhile, the recent Sandy Fire in Simi Valley has intensified investor scrutiny on EIX's wildfire risk management and potential liabilities, prompting a reassessment of grid safety and shutoff protocols. Morgan Stanley has lowered its price target for EIX to $64, maintaining an Underweight rating, reflecting a cautious outlook. This comes as options traders are pricing in a substantial move for Edison International shares, indicated by high implied volatility on a July 2026 call option. Despite recent analyst target revisions and a cautious stance from some, JPMorgan has raised its price target for EIX to $76 for the second time in two weeks, following a Q1 earnings beat where core EPS reached $1.42. The company has reaffirmed its 2026 core EPS guidance and its commitment to 5-7% core EPS growth through 2025. Thrivent Financial for Lutherans has also increased its holdings in EIX, signaling growing confidence. Investors should watch for further updates on wildfire recovery program payouts and any new regulatory developments stemming from recent fire events.
Earnings Summary
Edison International is a prominent utility company based in Rosemead, California, primarily engaged in providing electricity across a vast 50,000-square-mile service territory in Southern California. The company's operations are centered on the transmission and distribution of power through an extensive network, serving a diverse customer base that includes residential, commercial, industrial, and public sector clients. As a key provider of essential energy services in its region, EIX operates within the regulated electric utility sector. Analyzing Edison International's recent earnings performance reveals a mixed trend in the last two reported quarters. In Q1 2026, the company reported an Earnings Per Share (EPS) of $1.42, exceeding the estimated $1.3269, and revenue of $4.103 billion, slightly below the estimated $4.163 billion. This followed a strong Q4 2025 where actual EPS of $1.87 surpassed the estimate of $1.4927, and revenue of $5.213 billion significantly exceeded the estimate of $4.397 billion. The preceding quarters showed EPS beats in Q3 2025 ($2.34 actual vs $2.18122 estimate) and Q2 2025 ($0.97 actual vs $0.88084 estimate), indicating a recent pattern of exceeding earnings expectations. Historically, Edison International has demonstrated a capacity for year-over-year growth, though specific historical data beyond the provided six quarters is not detailed. The recent earnings history shows a consistent trend of beating analyst EPS estimates in three of the last four reported quarters (Q2 2025, Q3 2025, Q4 2025, and Q1 2026), with notable positive surprises. While revenue estimates were not consistently provided for all quarters, the Q4 2025 and Q1 2026 periods show actual revenues that either met or exceeded expectations, suggesting a generally positive revenue trajectory alongside EPS beats. Recent news indicates a nuanced analyst sentiment towards Edison International. Morgan Stanley lowered its rating for EIX, citing reasons not fully detailed but potentially related to sector coverage updates. Concurrently, the company reaffirmed its full-year 2026 core EPS guidance and long-term financial targets, highlighting improved regulatory visibility and progress in operational execution, particularly in grid strengthening and wildfire risk reduction. Truist Securities initiated coverage with a 'Hold' rating, suggesting the current valuation is fair, implying limited immediate upside but acknowledging the company's core electric utility operations. Looking ahead, investors will be closely watching for further clarification on the factors influencing the lowered rating from Morgan Stanley, especially in contrast to the company's reaffirmed guidance and operational progress. Key will be the company's ability to sustain its pattern of exceeding earnings estimates in upcoming quarters and the impact of ongoing grid modernization and wildfire mitigation efforts on its financial performance and regulatory standing. Monitoring future analyst commentary and the company's own forward-looking disclosures will be crucial for understanding its trajectory.

EPS

EstBeatMiss
$0.66$1.14$1.61$2.08$2.56Q1'25Q2'25Q3'25Q4'25Q1'26
QtrEstActual+/−
Q1'26$1.33$1.42+7.0%
Q4'25$1.49$1.87+25.3%
Q3'25$2.18$2.34+7.3%
Q2'25$0.88$0.97+10.1%
Q1'25$1.21$1.37+13.3%

Revenue

EstBeatMiss
$3.5B$4.2B$4.8B$5.4B$6.0BQ1'25Q2'25Q3'25Q4'25Q1'26
QtrEstActual+/−
Q1'26$4.2B$4.1B-1.4%
Q4'25$4.4B$5.2B+18.5%
Q3'25 - $5.8B -
Q2'25 - $4.5B -
Q1'25 - $3.8B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

EIX Stock Snapshot

EIX is currently trading at $71.40, giving Edison International a market cap of 27.39B and a P/E ratio of 7.3. Today's range spans $70.79–$71.99, with shares opening at $71.63 and moving up $0.14 (0.2%) from the prior close. DailyIQ's technical score sits at 64/100 (HOLD) with a news sentiment reading of 45/100.

Over the past year EIX has traded between $47.73 and $76.22 - the current price is +49.6% off the 52-week low and -6.3% from the high. 22 analysts cover the stock with a Hold consensus and a mean 12-month target of $74.96 (range $62.00–$86.00), implying upside of +5.0%.

EIX is in a holding pattern - 64/100 technical score, HOLD signal, price at $71.40 (in the upper portion of its 52-week range), sentiment neutral at 45/100. (P/E: 7.3) At 27.39B in Utilities market cap, HOLD phases like this are where the thesis is re-evaluated and position sizing decisions get made by both longs and shorts. Annual range: $47.73–$76.22. The next catalyst, not the current setup, determines the exit from this range.

The 52-week range of $47.73–$76.22 for EIX provides the structural reference that options traders, systematic funds, and discretionary managers all anchor to — and at $71.40 (in the upper portion of its 52-week range), the stock sits in a zone where the next 5–10% move will likely define which crowd was right. A HOLD signal at 64/100 and neutral news backdrop (45/100) don't break the tie yet, but they narrow the probability distribution toward the upside.