JPMorgan Chase & Co. Sells 958,223 Shares of Edison International $EIX

JPMorgan Chase & Co. cut its stake in shares of Edison International (NYSE:EIX) by 31.6% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,074,168 shares of the utilities provider’s stock after selling 958,223 shares during the quarter. JPMorgan Chase & Co. owned approximately 0.54% of Edison International worth $114,666,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. State of New Jersey Common Pension Fund D lifted its stake in shares of Edison International by 2.4% in the third quarter. State of New Jersey Common Pension Fund D now owns 134,874 shares of the utilities provider’s stock worth $7,456,000 after acquiring an additional 3,119 shares during the period. PNC Financial Services Group Inc. increased its position in Edison International by 12.0% during the 3rd quarter. PNC Financial Services Group Inc. now owns 61,087 shares of the utilities provider’s stock valued at $3,377,000 after purchasing an additional 6,550 shares during the period. GenTrust LLC bought a new position in Edison International during the 3rd quarter worth approximately $215,000. Aberdeen Group plc lifted its position in shares of Edison International by 3.4% in the 3rd quarter. Aberdeen Group plc now owns 634,316 shares of the utilities provider’s stock worth $34,811,000 after purchasing an additional 20,835 shares during the period. Finally, Cidel Asset Management Inc. bought a new stake in shares of Edison International in the 3rd quarter valued at $252,000. Institutional investors and hedge funds 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: 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)

Analysts Set New Price Targets

Several research firms recently issued reports on EIX. Barclays boosted their target price on shares of Edison International from $67.00 to $78.00 and gave the company an “overweight” rating in a report on Thursday. Wall Street Zen lowered Edison International from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Jefferies Financial Group lowered their target price on Edison International from $59.00 to $54.00 and set a “hold” rating for the company in a report on Wednesday, January 28th. JPMorgan Chase & Co. boosted their price target on Edison International from $65.00 to $66.00 and gave the company a “neutral” rating in a research note on Wednesday, January 28th. Finally, LADENBURG THALM/SH SH raised 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. Four investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, Edison International presently has an average rating of “Hold” and an average target price of $67.70.

Edison International Price Performance

Shares of EIX opened at $73.72 on Monday. The business’s fifty day moving average is $62.60 and its 200 day moving average is $58.45. Edison International has a 12-month low of $47.73 and a 12-month high of $73.90. The company has a quick ratio of 0.68, a current ratio of 0.73 and a debt-to-equity ratio of 1.92. The stock 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 (NYSE:EIX) last released its quarterly earnings data 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 net margin of 24.34% and a return on equity of 14.87%. The firm had revenue of $5.21 billion for the quarter, compared to the consensus estimate of $4.29 billion. During the same quarter in the prior year, the company 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. Sell-side analysts anticipate that Edison International will post 4.95 earnings per share for the current fiscal year.

Edison International Dividend Announcement

The business 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 $0.8775 dividend. The ex-dividend date of this dividend is Tuesday, April 7th. This represents a $3.51 annualized dividend and a dividend yield of 4.8%. Edison International’s dividend payout ratio is 30.36%.

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.