Edison International $EIX Shares Sold by Groupama Asset Managment

Groupama Asset Managment decreased its position in Edison International (NYSE:EIX) by 54.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,407 shares of the utilities provider’s stock after selling 12,381 shares during the period. Groupama Asset Managment’s holdings in Edison International were worth $762,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in EIX. Vanguard Group Inc. increased its holdings in shares of Edison International by 0.9% in the fourth quarter. Vanguard Group Inc. now owns 52,220,399 shares of the utilities provider’s stock valued at $3,134,268,000 after purchasing an additional 480,726 shares during the period. State Street Corp raised its stake in shares of Edison International by 3.0% in the fourth quarter. State Street Corp now owns 33,141,204 shares of the utilities provider’s stock worth $1,989,135,000 after purchasing an additional 953,800 shares during the last quarter. AQR Capital Management LLC lifted its holdings in shares of Edison International by 69.9% during the fourth 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. Geode Capital Management LLC lifted its holdings in shares of Edison International by 3.1% during the fourth quarter. Geode Capital Management LLC now owns 13,018,379 shares of the utilities provider’s stock worth $803,407,000 after purchasing an additional 386,905 shares during the period. Finally, Northern Trust Corp boosted its position in Edison International by 12.3% in the fourth quarter. Northern Trust Corp now owns 6,070,324 shares of the utilities provider’s stock valued at $364,341,000 after buying an additional 662,477 shares during the last quarter. Institutional investors and hedge funds own 88.95% of the company’s stock.

Analyst Upgrades and Downgrades

EIX has been the topic of several research reports. JPMorgan Chase & Co. increased their price target on shares of Edison International from $75.00 to $76.00 and gave the stock a “neutral” rating in a report on Friday, May 15th. Weiss Ratings restated a “buy (b-)” rating on shares of Edison International in a research note on Monday, July 13th. Bank of America dropped their price objective on shares of Edison International from $80.00 to $78.00 and set a “buy” rating on the stock in a report on Monday, April 20th. Morgan Stanley reiterated an “underweight” rating and issued a $69.00 price objective on shares of Edison International in a research note on Wednesday, July 22nd. Finally, Seaport Research Partners downgraded shares of Edison International from a “buy” rating to a “neutral” rating in a research report on Monday, April 20th. Four 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. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $73.00.

Edison International Stock Down 0.1%

Edison International stock opened at $73.30 on Monday. The business’s 50-day moving average price is $74.33 and its 200 day moving average price is $71.09. The company has a quick ratio of 0.61, a current ratio of 0.66 and a debt-to-equity ratio of 1.95. The firm has a market cap of $28.21 billion, a price-to-earnings ratio of 7.56, a price-to-earnings-growth ratio of 5.70 and a beta of 0.66. Edison International has a 52 week low of $51.01 and a 52 week high of $81.62.

Edison International (NYSE:EIX) last announced its quarterly earnings results on Thursday, July 30th. The utilities provider reported $1.54 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.18 by $0.36. Edison International had a return on equity of 15.53% and a net margin of 20.30%.The company had revenue of $4.36 billion during the quarter, compared to the consensus estimate of $4.82 billion. During the same period in the previous year, the company posted $0.97 earnings per share. Edison International’s revenue for the quarter was down 4.1% on a year-over-year basis. Edison International has set its FY 2026 guidance at 5.900-6.200 EPS. As a group, sell-side analysts anticipate that Edison International will post 6.13 earnings per share for the current year.

Edison International Announces Dividend

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

Key Headlines Impacting Edison International

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

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.