Edison International

EIX · NYSE

$56.53+$0.85 (+1.53%)TodayMarket closed ·
Prev close $55.68

EIX analyst rating

HoldConsensus of 15 analysts over the last 12 months. 13% rate it a buy.
  • Strong buy0
  • Buy2
  • Hold9
  • Underperform3
  • Sell1

12-month price target · 16 analysts

Average $67.94 (+20.2% upside)

Low
$50.50
Now
$56.53
High
$90.30

Upgrades and downgrades

The latest rating actions, newest first

EIX analyst upgrades, downgrades and rating actions
FirmDateActionRating
Truist SecuritiesOct 12, 2026MaintainsHold
JP MorganOct 12, 2026MaintainsNeutral
BarclaysOct 9, 2026MaintainsEqual-Weight
JefferiesOct 2, 2026DowngradeHold → Underperform
Morgan StanleySep 18, 2026MaintainsUnderweight
JefferiesSep 14, 2026MaintainsHold
Truist SecuritiesSep 3, 2026MaintainsHold
JP MorganSep 2, 2026MaintainsNeutral
B of A SecuritiesSep 1, 2026DowngradeBuy → Neutral
UBSSep 1, 2026MaintainsNeutral

The case for and against

Updated Mar 5, 2025

Bull case

Edison International is recognized as a high-quality operator, benefiting from improved investor confidence regarding wildfire risk mitigations and significant capital investment needs driven by an expected increase in electricity load due to building electrification. The company anticipates 5-7% core EPS growth through 2028, supported by factors such as substantial recovery from prior wildfire claims, additional capital expenditure opportunities, and a favorable regulatory environment that promotes infrastructure investment. Moreover, management emphasizes the importance of streamlining regulatory processes and adequately resourcing departments, which positions Edison International favorably for ongoing growth in its rate base while maintaining competitive pricing for consumers in California.

Bear case

Edison International faces significant risks that contribute to a negative outlook, including a dwindling project pipeline and reduced capital spending opportunities, which could hinder future growth. Furthermore, the potential for additional wildfires may escalate liabilities and complicate the regulatory landscape, further exacerbating financial uncertainties. Lastly, there are concerns over changes to the company's dividend policy and the impact on customer bills, which may limit expected rate base growth and lead to unfavorable decisions from the California Public Utilities Commission (CPUC).

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.