Edison International (EIX)

In the past six months, Edison International's stock (EIX) announced a higher quarterly dividend, marking its 22nd consecutive year of payout growth, while analyst commentary highlighted wildfire-related risks. The stock price saw a 10.16% return over a 90-day period but experienced a 10.60% decline in total shareholder return over the past year. The CPUC's final decision in the 2025 General Rate Case (GRC) set SCE's authorized base revenue requirement at $9.664 billion for 2025, an increase of $1.082 billion (12.61%) from 2024. Edison International reaffirmed its 2025 core EPS guidance range of $5.95 to $6.20 and is committing $28-$29 billion through 2028 to grid modernization. Analyst ratings have been mixed, and as of January 8, 2026, Edison International was rated a "Strong Buy" by Zacks Rank. Insider sentiment for EIX has been positive, with 21 different insiders buying shares over the last year.

Edison International's electricity demand typically peaks during periods of extreme weather, such as hot summer months and cold winter months. The company's focus on grid modernization and accommodating the rising demand for electric vehicles and integrating alternative energy sources indicates an evolving demand landscape. The economic environment can also impact commercial electricity demand.

Edison International (EIX) is an electric utility holding company focused on electric power generation and distribution through its subsidiary, Southern California Edison (SCE), which serves approximately 15 million people in Southern, Central, and Coastal California. The company also operates Edison Energy LLC, providing energy solutions to clients in North America and Europe. Edison International uses diverse energy sources and invests in infrastructure, renewable energy, and smart grid technologies.

Edison International's primary geographic footprint is in California, where Southern California Edison (SCE) serves a 50,000 square-mile territory. Edison Energy LLC (Trio) extends its operations globally, providing services in North America and Europe. The company is headquartered in Rosemead, California.

Edison International's reputation has been influenced by wildfire risks and regulatory scrutiny in California. Southern California Edison (SCE) has faced scrutiny over operational decisions and is working to reduce the probability of wildfires associated with its utility equipment. The California Public Utilities Commission's (CPUC) decisions are critical to Edison International's reputation and financial stability. Edison International is positioning itself as a leader in clean energy, focusing on sustainability and decarbonization efforts.

Institutional investors hold a significant majority of Edison International's stock, typically ranging from approximately 85.82% to 89% of outstanding shares. The largest institutional shareholders include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Individual investors account for about 13.61% of the ownership, and insider ownership is reported to be around 0.15%.