Edison International's stock shed nearly a quarter of its value in a month, yet the quarterly dividend arrived unchanged and management confirmed guidance. Whether that income stream survives depends on one question Sacramento has not answered.

Edison International is currently navigating a capital-intensive transformation focused on grid hardening and electrification, which has expanded net PPE to $65.4 billion as of 2026Q1. While this strategy aims to grow the regulated rate base, the company faces...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth remains tied to regulatory rate cycles, though operating margins have shown extreme volatility, ranging from a low of 6.0% in 2024Q1 to a peak of 56.0% in 2025Q1.
Edison International has met or exceeded EPS guidance for over two decades and has reaffirmed a 5% to 7% core EPS growth target through 2030. In 2025, core EPS reached $6.55, surpassing the high end of its guidance, and the company’s 2026 guidance ($5.90-$6.20) and 2027 guidance ($6.25-$6.65) exceeded analyst expectations.
The company offers a competitive dividend yield of approximately 5%, supporting a projected total shareholder return of 10% to 12%. Edison has increased its dividend for 22 consecutive years, underscoring its commitment to shareholder value.
Edison plans to invest $38–$41 billion in capital projects from 2026 to 2030, focusing on grid hardening, modernization, and a new smart‑metering program. This investment is expected to drive rate‑base growth of roughly 7% from 2025 to 2030.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 30, 2026 | $1.54+30.5% vs $1.18 | $4.4B-9.6% vs $4.8B |
Q2 2026 Apr 28, 2026 | $1.42+7.6% vs $1.32 | $4.1B-1.2% vs $4.2B |
Q1 2026 Feb 18, 2026 | $1.87+36.5% vs $1.37 | $5.2B+12.9% vs $4.6B |
Q4 2025 Oct 28, 2025 | $2.34+8.3% vs $2.16 | $5.8B+34.1% vs $4.3B |
Edison International's stock shed nearly a quarter of its value in a month, yet the quarterly dividend arrived unchanged and management confirmed guidance. Whether that income stream survives depends on one question Sacramento has not answered.

Jim Cramer is sounding the alarm on stocks that income investors have trusted for decades, and the culprit is not a dividend cut or a earnings miss but something hiding in plain sight across every brokerage account.
ROSEMEAD, Calif.--(BUSINESS WIRE)--The board of directors of Edison International (NYSE: EIX) today declared a quarterly common stock dividend of $0.8775 per share, payable on Oct. 31, 2026, to shareholders of record on Oct. 7, 2026. Additionally, the board of directors of Southern California Edison today declared the following dividends, payable Dec. 15, 2026, to shareholders of record on Dec. 14, 2026: Series G Preference Stock, which would result in a distribution of $0.31875 per security on.
Southern California Edison shareholders are funding a $40 billion grid transformation while absorbing wildfire liability that regulators have not yet resolved.
Benchmark EIX against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Edison International (EIX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $53.89 | $20.74B | 4.67 | 9.76% | 23.59% | 24.63% | 6.14% | |
| $12.32 | $33.02B | 10.44 | 2.11% | 12.25% | 9.54% | — | |
| $78.38 | $51.24B | 28.50 | 5.83% | 16.77% | 5.42% | — | |
| $103.39 | $38.1B | 18.33 | 10.89% | 12.53% | 8.9% | — | |
| $114.13 | $88.98B | 18.09 | 6.19% | 15.72% | 9.58% | — | |
| $83.72 | $94.38B | 21.36 | 10.59% | 15.43% | 11.69% | — |
Edison International (EIX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Edison International (EIX) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 31, 2026·SEC
Jul 30, 2026·SEC
May 5, 2026·SEC
Get notified when EIX posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Edison International (EIX) stock FAQ — growth, dividends, profitability & financials explained
Edison International (EIX) reported $19.42B in revenue for fiscal year 2025. This represents a 127% increase from $8.54B in 1996.
Edison International (EIX) grew revenue by 9.8% over the past year. This is steady growth.
Yes, Edison International (EIX) is profitable, generating $3.84B in net income for fiscal year 2025 (23.6% net margin).
Yes, Edison International (EIX) pays a dividend with a yield of 6.14%. This makes it attractive for income-focused investors.
Edison International (EIX) has a return on equity (ROE) of 24.6%. This is excellent, indicating efficient use of shareholder capital.
Edison International (EIX) had negative free cash flow of $389.0M in fiscal year 2025, likely due to heavy capital investments.
Edison International (EIX) has a dividend payout ratio of 28%. This suggests the dividend is well-covered and sustainable.