Edison International (NYSE:EIX) Lowered to Hold Rating by Barclays

Barclays cut shares of Edison International (NYSE:EIX) from a strong-buy rating to a hold rating in a report issued on Friday,Zacks.com reports.

Several other research analysts have also issued reports on the stock. Morgan Stanley reissued an “underweight” rating and set a $69.00 target price on shares of Edison International in a research note on Wednesday, July 22nd. Mizuho upped their price target on Edison International from $79.00 to $86.00 and gave the stock an “outperform” rating in a research note on Friday. Seaport Research Partners cut Edison International from a “buy” rating to a “neutral” rating in a research note on Monday, April 20th. JPMorgan Chase & Co. boosted their price objective on Edison International from $75.00 to $76.00 and gave the company a “neutral” rating in a report on Friday, May 15th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Edison International in a report on Monday, July 13th. Four research analysts have rated the stock with a Buy rating, six have given a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, Edison International has an average rating of “Hold” and an average target price of $73.00.

Edison International Price Performance

Shares of Edison International stock opened at $73.30 on Friday. The company has a quick ratio of 0.68, a current ratio of 0.74 and a debt-to-equity ratio of 1.98. The stock has a market capitalization of $28.21 billion, a price-to-earnings ratio of 7.56, a price-to-earnings-growth ratio of 6.12 and a beta of 0.66. Edison International has a twelve month low of $51.01 and a twelve month high of $81.62. The company has a 50-day simple moving average of $74.33 and a two-hundred day simple moving average of $71.01.

Edison International (NYSE:EIX) last released its quarterly earnings data on Thursday, July 30th. The utilities provider reported $1.54 earnings per share for the quarter, beating the consensus estimate of $1.18 by $0.36. Edison International had a return on equity of 15.65% and a net margin of 20.30%.The business had revenue of $4.36 billion for the quarter, compared to analyst estimates of $4.82 billion. During the same period last year, the firm posted $0.97 earnings per share. Edison International’s revenue was down 4.1% compared to the same quarter last year. Edison International has set its FY 2026 guidance at 5.900-6.200 EPS. Analysts forecast that Edison International will post 6.13 EPS for the current year.

Edison International Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, July 31st. Stockholders of record on Tuesday, July 7th were paid a dividend of $0.8775 per share. The ex-dividend date of this dividend was Tuesday, July 7th. This represents a $3.51 dividend on an annualized basis and a dividend yield of 4.8%. Edison International’s payout ratio is presently 36.19%.

Institutional Investors Weigh In On Edison International

A number of institutional investors have recently made changes to their positions in EIX. AQR Capital Management LLC increased its holdings in Edison International by 69.9% during the 4th quarter. AQR Capital Management LLC now owns 18,285,152 shares of the utilities provider’s stock worth $1,097,475,000 after purchasing an additional 7,521,168 shares during the period. Norges Bank bought a new stake in shares of Edison International in the fourth quarter valued at about $339,311,000. Goldman Sachs Group Inc. boosted its stake in shares of Edison International by 41.4% during the fourth quarter. Goldman Sachs Group Inc. now owns 5,496,907 shares of the utilities provider’s stock valued at $329,924,000 after purchasing an additional 1,609,847 shares in the last quarter. Assetmark Inc. boosted its position in Edison International by 1,118.0% during the 1st quarter. Assetmark Inc. now owns 1,601,327 shares of the utilities provider’s stock valued at $117,185,000 after acquiring an additional 1,469,860 shares in the last quarter. Finally, Swedbank AB raised its position in shares of Edison International by 207.0% in the 1st quarter. Swedbank AB now owns 2,073,181 shares of the utilities provider’s stock worth $151,715,000 after acquiring an additional 1,397,858 shares in the last quarter. Hedge funds and other institutional investors own 88.95% of the company’s stock.

Key Edison International News

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

• Positive Sentiment: Second-quarter adjusted core EPS was $1.54, up from $0.97 a year earlier and above the approximately $1.02–$1.18 consensus range. Net income reached $534 million, while management reaffirmed full-year 2026 core EPS guidance of $5.90–$6.20. Edison International Reports Second Quarter 2026 Results
• Positive Sentiment: Southern California Edison outlined plans to install approximately 450 miles of covered conductor, supporting wildfire mitigation efforts and potentially reducing future operational risk. Edison reaffirms 2026 core EPS guidance
• Neutral Sentiment: Analyst price targets remain mixed, with a reported median target of $77.50. Institutional positioning was also divided in the latest quarter, with 539 investors adding shares and 390 reducing holdings.
• Negative Sentiment: Quarterly revenue fell 4.1% year over year to $4.36 billion, below the roughly $4.82 billion analyst expectation. The revenue shortfall overshadowed the EPS beat and raised concerns about the quality and durability of earnings growth. Edison International Q2 earnings surpass estimates, revenues miss
• Negative Sentiment: Wildfire litigation remains the largest valuation overhang. Southern California Edison has reported roughly 2,000 Eaton Fire lawsuits involving about 30,000 plaintiffs, while Edison has said it cannot yet reasonably estimate potential losses. Edison International slides as earnings miss adds to wildfire overhang
• Negative Sentiment: At least one analyst moved to a less bullish stance, adding to pressure on the stock after the earnings release. Edison International analyst downgrade

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.