Ontario Teachers Pension Plan Board Purchases New Shares in Edison International $EIX

Ontario Teachers Pension Plan Board acquired a new stake in Edison International (NYSE:EIX) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 28,098 shares of the utilities provider’s stock, valued at approximately $1,553,000.

Several other hedge funds have also modified their holdings of the company. MAI Capital Management raised its holdings in Edison International by 20.8% in the 2nd quarter. MAI Capital Management now owns 1,172 shares of the utilities provider’s stock worth $60,000 after purchasing an additional 202 shares during the period. Empowered Funds LLC increased its position in shares of Edison International by 2.4% in the first quarter. Empowered Funds LLC now owns 8,875 shares of the utilities provider’s stock valued at $523,000 after buying an additional 211 shares in the last quarter. DekaBank Deutsche Girozentrale raised its stake in shares of Edison International by 0.3% during the 2nd quarter. DekaBank Deutsche Girozentrale now owns 73,809 shares of the utilities provider’s stock worth $3,818,000 after buying an additional 213 shares during the period. GHP Investment Advisors Inc. lifted its position in shares of Edison International by 21.7% during the 2nd quarter. GHP Investment Advisors Inc. now owns 1,217 shares of the utilities provider’s stock valued at $63,000 after buying an additional 217 shares in the last quarter. Finally, Generali Asset Management SPA SGR grew its stake in Edison International by 0.7% in the 3rd quarter. Generali Asset Management SPA SGR now owns 31,539 shares of the utilities provider’s stock valued at $1,743,000 after acquiring an additional 234 shares during the period. 88.95% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Edison International

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)

Analysts Set New Price Targets

EIX has been the subject of a number of research analyst reports. LADENBURG THALM/SH SH upped their price objective on shares of Edison International from $52.50 to $55.00 and gave the stock a “neutral” rating in a research report on Thursday, October 30th. UBS Group downgraded shares of Edison International from a “buy” rating to a “neutral” rating and upped their price target for the stock from $70.00 to $78.00 in a research report on Friday, February 13th. Wells Fargo & Company cut Edison International from an “equal weight” rating to an “underweight” rating and lifted their price objective for the stock from $56.00 to $59.00 in a report on Tuesday, January 20th. Weiss Ratings reiterated a “hold (c)” rating on shares of Edison International in a research note on Monday, December 29th. Finally, Wall Street Zen downgraded Edison International from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Four analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $65.20.

Edison International Stock Down 2.4%

Shares of NYSE EIX opened at $69.73 on Thursday. The stock has a market cap of $26.83 billion, a PE ratio of 9.11, a P/E/G ratio of 1.05 and a beta of 0.82. The company has a current ratio of 0.82, a quick ratio of 0.76 and a debt-to-equity ratio of 1.95. Edison International has a 12-month low of $47.73 and a 12-month high of $72.68. The company has a 50-day moving average of $62.00 and a 200 day moving average of $58.17.

Edison International (NYSE:EIX) last issued its earnings results on Wednesday, February 18th. The utilities provider reported $1.87 earnings per share for the quarter, topping the consensus estimate of $1.47 by $0.40. Edison International had a return on equity of 13.62% and a net margin of 17.24%.The business had revenue of $5.21 billion for the quarter, compared to analysts’ expectations of $4.29 billion. During the same period in the previous year, the firm 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. As a group, sell-side analysts predict that Edison International will post 4.95 EPS for the current fiscal year.

Edison International Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Tuesday, April 7th will be issued a $0.8775 dividend. The ex-dividend date of this dividend is Tuesday, April 7th. This represents a $3.51 dividend on an annualized basis and a dividend yield of 5.0%. Edison International’s dividend payout ratio is currently 45.88%.

Edison International Company 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.