Edison International (EIX) Stock Movement Summary Edison International reported fourth-quarter 2025 core earnings per share of $1.86 and full-year 2025 core EPS of $6.55, exceeding guidance ranges. The company announced a long-term core EPS growth target of 5% to 7% extended through 2030, with 2026 core EPS guidance of $5.90 to $6.20 and 2027 guidance of $6.25 to $6.65. The company plans capital expenditures of $38 to $41 billion from 2026-2030, with approximately 7% rate-based growth through 2030. Edison announced rate decreases for residential customers (2.3%) and small/medium business customers (5.3%). However, the company faces ongoing challenges including over 2,300 wildfire claims submitted under its recovery compensation program and investigation by the LA District Attorney regarding potential criminal charges related to the Eaton fire.
Read full analysisEdison International (EIX) Stock Movement Summary Edison International reported fourth-quarter 2025 core earnings per share of $1.86 and full-year 2025 core EPS of $6.55, exceeding guidance ranges. The company announced a long-term core EPS growth target of 5% to 7% extended through 2030, with 2026 core EPS guidance of $5.90 to $6.20 and 2027 guidance of $6.25 to $6.65. The company plans capital expenditures of $38 to $41 billion from 2026-2030, with approximately 7% rate-based growth through 2030. Edison announced rate decreases for residential customers (2.3%) and small/medium business customers (5.3%). However, the company faces ongoing challenges including over 2,300 wildfire claims submitted under its recovery compensation program and investigation by the LA District Attorney regarding potential criminal charges related to the Eaton fire.
Edison International is the parent company of Southern California Edison, one of California's largest electric utilities serving roughly 15 million people. The company has been navigating significant wildfire liability exposure, particularly from the January 2025 Eaton Fire that killed 19 people. Today's move was driven by Q4 earnings that beat expectations and a new long-term growth plan that appears to be reassuring investors despite ongoing wildfire-related legal and regulatory risks.