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

Ontario Teachers Pension Plan Board bought a new position in shares of Edison International (NYSE:EIX) in the 3rd quarter, HoldingsChannel.com reports. The fund bought 28,098 shares of the utilities provider’s stock, valued at approximately $1,553,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in EIX. Essex Financial Services Inc. acquired a new position in shares of Edison International in the 3rd quarter valued at $279,000. Syon Capital LLC acquired a new position in Edison International in the third quarter valued at about $274,000. NEOS Investment Management LLC lifted its position in Edison International by 49.0% in the third quarter. NEOS Investment Management LLC now owns 49,845 shares of the utilities provider’s stock valued at $2,755,000 after buying an additional 16,390 shares during the last quarter. Rothschild Investment LLC boosted its stake in Edison International by 37.4% during the third quarter. Rothschild Investment LLC now owns 17,298 shares of the utilities provider’s stock worth $956,000 after buying an additional 4,712 shares during the period. Finally, Mondrian Investment Partners LTD acquired a new stake in shares of Edison International during the third quarter valued at about $810,000. Hedge funds and other institutional investors own 88.95% of the company’s stock.

Edison International Price Performance

Shares of NYSE EIX opened at $69.73 on Thursday. The company has a debt-to-equity ratio of 1.95, a current ratio of 0.82 and a quick ratio of 0.76. The company has a market cap of $26.83 billion, a price-to-earnings ratio of 9.11, a price-to-earnings-growth ratio of 1.05 and a beta of 0.82. The stock’s 50-day moving average is $62.00 and its two-hundred day moving average is $58.17. Edison International has a 1-year low of $47.73 and a 1-year high of $72.68.

Edison International (NYSE:EIX) last announced its quarterly earnings data on Wednesday, February 18th. The utilities provider reported $1.87 earnings per share (EPS) for the quarter, beating 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 during the quarter, compared to analysts’ expectations of $4.29 billion. During the same quarter last year, the business 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. Analysts forecast that Edison International will post 4.95 EPS for the current fiscal year.

Edison International Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Tuesday, April 7th will be given 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%.

Wall Street Analyst Weigh In

EIX has been the subject of a number of research analyst reports. Barclays reaffirmed an “overweight” rating and set a $78.00 price objective on shares of Edison International in a research report on Thursday. Morgan Stanley restated an “underweight” rating on shares of Edison International in a research report on Wednesday, January 21st. Weiss Ratings reiterated a “hold (c)” rating on shares of Edison International in a report on Monday, December 29th. LADENBURG THALM/SH SH increased their target price on Edison International from $52.50 to $55.00 and gave the stock a “neutral” rating in a research note on Thursday, October 30th. Finally, Jefferies Financial Group dropped their target price on Edison International from $59.00 to $54.00 and set a “hold” rating for the company in a research report on Wednesday, January 28th. Four research 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’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $65.20.

Key Stories 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)

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.