Vanguard Group Inc. Increases Position in Edison International $EIX

Vanguard Group Inc. increased its stake in Edison International (NYSE:EIX) by 0.9% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 52,220,399 shares of the utilities provider’s stock after acquiring an additional 480,726 shares during the period. Vanguard Group Inc. owned about 0.14% of Edison International worth $3,134,268,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Activest Wealth Management grew its position in Edison International by 677.8% in the third quarter. Activest Wealth Management now owns 560 shares of the utilities provider’s stock worth $31,000 after acquiring an additional 488 shares in the last quarter. CVA Family Office LLC grew its position in Edison International by 113.7% in the third quarter. CVA Family Office LLC now owns 577 shares of the utilities provider’s stock worth $32,000 after acquiring an additional 307 shares in the last quarter. Ransom Advisory Ltd grew its position in Edison International by 74.9% in the fourth quarter. Ransom Advisory Ltd now owns 605 shares of the utilities provider’s stock worth $36,000 after acquiring an additional 259 shares in the last quarter. Quent Capital LLC purchased a new position in Edison International in the third quarter worth $40,000. Finally, Ameriflex Group Inc. grew its position in Edison International by 100.0% in the third quarter. Ameriflex Group Inc. now owns 742 shares of the utilities provider’s stock worth $41,000 after acquiring an additional 371 shares in the last quarter. 88.95% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several analysts have weighed in on the stock. Barclays set a $77.00 price target on shares of Edison International in a research note on Wednesday. Mizuho set a $79.00 price target on shares of Edison International in a research note on Thursday, February 19th. Weiss Ratings raised shares of Edison International from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, April 15th. Seaport Research Partners downgraded shares of Edison International from a “buy” rating to a “neutral” rating in a research note on Monday, April 20th. Finally, Morgan Stanley lowered their price target on shares of Edison International from $71.00 to $70.00 and set an “underweight” rating for the company in a research note on Tuesday, April 21st. Five equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, Edison International has a consensus rating of “Hold” and a consensus price target of $72.73.

Edison International News Roundup

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

• Positive Sentiment: Q1 results beat consensus on both EPS and revenue (adjusted EPS $1.42 vs. $1.32 est.; revenue $4.10B), showing modest year‑over‑year growth and solid margins. Edison International (EIX) Surpasses Q1 Earnings and Revenue Estimates
• Positive Sentiment: Street note: Reuters highlights steady profit growth driven by higher electricity rates — a near‑term earnings tailwind for the utility. Edison International posts steady profit growth on rising electricity rates
• Positive Sentiment: Citi reaffirmed a Buy on EIX and raised its price target to $86, citing AI efficiencies, benign regulation and capital flexibility — a bullish analyst signal that could support upside. Edison International: Buy Rating Reaffirmed as AI Efficiencies, Benign Regulation and Capital Flexibility Support Raised $86 Price Target
• Positive Sentiment: Management outlined a wires‑focused grid investment strategy in an investor update, signaling targeted capital deployment to harden distribution infrastructure — which may boost regulated returns over time. Edison International Details Wires-Focused Grid Investment Strategy
• Neutral Sentiment: Company reaffirmed its 2026 core EPS growth outlook and provided slides/transcript for the quarter — useful for modeling but not a new directional catalyst by itself. Edison International Affirms 2026 Core EPS Growth Outlook
• Neutral Sentiment: Earnings call transcript and slide deck are available for deeper read‑through by investors modeling rate cases, capital plans and wildfire mitigation spend. Edison International (EIX) Q1 2026 Earnings Call Transcript Edison International 2026 Q1 – Results – Earnings Call Presentation
• Neutral Sentiment: Governance update: appointment of an independent utility veteran to the board noted as supportive for shareholder oversight and regulatory experience. What Edison International (EIX)’s New Independent Utility Veteran Director Means For Shareholders
• Negative Sentiment: FY‑2026 EPS guidance was set to $5.90–$6.20, slightly below the current consensus (~$6.11) — this guidance miss/flatness is the principal reason the stock is under pressure despite the quarterly beat. Edison International Reports First Quarter 2026 Results

Edison International Stock Performance

Shares of NYSE:EIX opened at $68.06 on Wednesday. The company has a market cap of $26.20 billion, a price-to-earnings ratio of 5.89, a price-to-earnings-growth ratio of 1.19 and a beta of 0.77. The company has a 50-day moving average price of $72.14 and a 200-day moving average price of $64.09. The company has a current ratio of 0.73, a quick ratio of 0.68 and a debt-to-equity ratio of 1.92. Edison International has a 12 month low of $47.73 and a 12 month high of $76.21.

Edison International (NYSE:EIX) last issued its quarterly earnings data on Tuesday, April 28th. The utilities provider reported $1.42 EPS for the quarter, beating the consensus estimate of $1.32 by $0.10. The firm had revenue of $4.10 billion during the quarter, compared to the consensus estimate of $4.07 billion. Edison International had a net margin of 24.34% and a return on equity of 14.87%. The company’s quarterly revenue was up 7.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.37 earnings per share. Edison International has set its FY 2026 guidance at 5.900-6.200 EPS. As a group, equities analysts anticipate that Edison International will post 6.12 EPS for the current year.

Edison International Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Tuesday, April 7th will be paid a dividend of $0.8775 per share. This represents a $3.51 annualized dividend and a dividend yield of 5.2%. The ex-dividend date of this dividend is Tuesday, April 7th. Edison International’s dividend payout ratio is 30.36%.

Insider Activity at Edison International

In other news, Director Peter J. Taylor sold 500 shares of the company’s stock in a transaction dated Monday, April 13th. The shares were sold at an average price of $75.30, for a total transaction of $37,650.00. Following the completion of the transaction, the director directly owned 34,212 shares of the company’s stock, valued at approximately $2,576,163.60. This represents a 1.44% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.20% of the company’s stock.

Edison International Profile

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.