Stevens Capital Management LP Invests $796,000 in Edison International $EIX

Stevens Capital Management LP bought a new stake in shares of Edison International (NYSE:EIX) in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 14,399 shares of the utilities provider’s stock, valued at approximately $796,000.

Other institutional investors have also added to or reduced their stakes in the company. Activest Wealth Management increased its stake in shares of Edison International by 677.8% in the 3rd quarter. Activest Wealth Management now owns 560 shares of the utilities provider’s stock worth $31,000 after purchasing an additional 488 shares in the last quarter. CVA Family Office LLC grew its holdings in Edison International by 113.7% during the third quarter. CVA Family Office LLC now owns 577 shares of the utilities provider’s stock valued at $32,000 after purchasing an additional 307 shares during the period. Laurel Wealth Advisors LLC increased its position in Edison International by 5,064.3% in the second quarter. Laurel Wealth Advisors LLC now owns 723 shares of the utilities provider’s stock worth $37,000 after buying an additional 709 shares in the last quarter. CoreFirst Bank & Trust bought a new position in shares of Edison International in the second quarter worth about $38,000. Finally, Quent Capital LLC purchased a new position in shares of Edison International during the 3rd quarter valued at about $40,000. 88.95% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have commented on EIX. Zacks Research cut shares of Edison International from a “strong-buy” rating to a “hold” rating in a research note on Monday, December 15th. TD Cowen lifted their target price on shares of Edison International from $71.00 to $83.00 and gave the company a “buy” rating in a research note on Friday. Mizuho set a $79.00 price target on Edison International in a research note on Thursday. Barclays raised their price target on Edison International from $67.00 to $78.00 and gave the company an “overweight” rating in a report on Thursday. Finally, Morgan Stanley reaffirmed an “underweight” rating on shares of Edison International in a research note on Friday. Four investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, Edison International currently has an average rating of “Hold” and a consensus price target of $67.70.

Trending Headlines about Edison International

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

• Positive Sentiment: Q4 results beat expectations — adjusted EPS $1.87 vs. ~$1.47 consensus and revenue jumped ~31% to $5.21B; management cited higher electricity rates and lower interest costs tied to wildfire cost‑recovery approvals as drivers of the beat. EIX Beats Quarterly Profit Estimates (Reuters)
• Positive Sentiment: Company posted strong full‑year results and set FY2026–2027 EPS targets (FY2026: 5.90–6.20; FY2027: 6.25–6.65) and presented a slide deck outlining performance — underscores improved earnings power and near‑term visibility. Edison International Posts Strong 2025 (Yahoo)
• Positive Sentiment: Board approved a quarterly dividend of $0.8775 (annualized yield ~4.8–4.9%), reinforcing income appeal for yield investors and comparing favorably to long‑dated Treasuries. (Company announcement)
• Positive Sentiment: Management set a 5%–7% EPS growth target through 2030 and reaffirmed its multi‑year outlook, signalling a credible long‑term growth path tied to grid investments. EIX Targets 5–7% EPS Growth (Seeking Alpha)
• Neutral Sentiment: Management provided more detail on its grid investment plan and strategy to institutional investors — supports the growth story but is a longer‑term catalyst. Grid Investment Plan (TipRanks)
• Neutral Sentiment: Earnings call transcripts and presentations are available for review — useful for digging into rate cases, wildfire cost recovery, and capex cadence but not an immediate stock mover by themselves. Q4 2025 Earnings Call Transcript (MSN)
• Neutral Sentiment: Mentions on shows like CNBC’s “Final Trades” increase visibility but are incidental to fundamentals. CNBC Coverage (Benzinga)
• Negative Sentiment: FY2026 guidance range (5.90–6.20 EPS) came in slightly below some consensus forecasts (~6.14), and that tempered some analyst reaction despite the quarter’s outperformance; FY2027 guidance is roughly in line with consensus but not a material beat. Q4 Results & Guidance Notes (Zacks)

Edison International Stock Performance

Shares of NYSE EIX opened at $73.72 on Friday. The company has a market cap of $28.36 billion, a P/E ratio of 6.38, a P/E/G ratio of 1.19 and a beta of 0.82. Edison International has a 52-week low of $47.73 and a 52-week high of $73.90. The company has a debt-to-equity ratio of 1.92, a quick ratio of 0.76 and a current ratio of 0.73. The firm’s fifty day moving average is $62.60 and its two-hundred day moving average is $58.42.

Edison International (NYSE:EIX) last issued its quarterly earnings data on Wednesday, February 18th. The utilities provider reported $1.87 earnings per share for the quarter, beating analysts’ consensus estimates of $1.47 by $0.40. The firm had revenue of $5.21 billion during the quarter, compared to analyst estimates of $4.29 billion. Edison International had a return on equity of 14.87% and a net margin of 24.34%.During the same quarter last year, the business posted $1.05 earnings per share. 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, analysts anticipate that Edison International will post 4.95 EPS for the current fiscal year.

Edison International Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Tuesday, April 7th will be given a dividend of $0.8775 per share. This represents a $3.51 dividend on an annualized basis and a dividend yield of 4.8%. The ex-dividend date is Tuesday, April 7th. Edison International’s dividend payout ratio is currently 30.36%.

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.