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EIEIX

Edison International

$EIX·$21B·Regulated Electric·Utilities
$55.65+0.4%YTD-8.4%1Y-1.9%
Price updated 10h ago·X counts updated 4d ago
EIEIX
$EIXEdison International
$55.65+0.38%90 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $EIX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

90X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $EIX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 67% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data9 posts analyzed · as of 2026-09-08

Edison International was among the worst S&P 500 performers in August (-23.1%) but is now up 9%+ on the day. Traders are looking at California utilities (EIX/PCG/SRE) for dip-buying setups.

Read what X is saying about $EIX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $EIX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptStalledAI verdict · as of 2026-10-02

The move has stalled — likely just drifts unless something new shows up.

Edison International at 9% of 52-week range after -23% August — California-wildfire risk plus Fed-rate-cut rotation.

Edison International is a Southern California-focused regulated electric utility holding company — Southern California Edison plus Edison Energy. The stock is down 11% YTD, consolidating below both moving averages on 1.02x normal volume after a brutal August.

  • The P&L is quietly firm: revenue fell 4.1% YoY to $4.36B last quarter at a 23.2% operating margin and EPS $1.39 — the operating-margin profile reflects utility-scale economics; the FY26 EPS estimate at $2.01 is reasonable.
  • The -23% August drawdown reflects California-wildfire-risk concerns that are specific to EIX; the dividend-steady framing and the Fed-rate-cut-driven dip-buying setup (EIX/PCG/SRE grouping) are the counter-signals.
  • No insider trading in the window; the chart is positioned as a specific dividend-plus-rate-cut dip-buy setup, with Cramer flagging dividend-safety concerns on the broader utility cohort.

Stalled holds until Oct 27 earnings confirm regulatory-rate-case progress and wildfire-liability-reserve stability. Another wildfire-event-related charge, or any specific CPUC regulatory setback, is what tips this toward breaking-down; a signed major rate-case approval plus a FY27 EPS guide above $5.50 is what breaks the stalled tape higher.

Agrees with X sentimentX bulls on the California-utilities (EIX/PCG/SRE) dip-buying setup, the +9% recent day move, and the worst-S&P-performer-in-August -23.1% framing have the specific setup right — this is a legitimate oversold-dip-buy thesis with wildfire risk as the honest counter.

What to watch: Oct 27 earnings — wildfire-liability-reserve stability, regulatory rate-case progress, dividend sustainability commentary, FY27 EPS guide. A wildfire-event charge or CPUC regulatory setback is what breaks the stalled tape lower.

On the calendar: 2026-10-27 — Q3 FY26 earnings

Read the AI verdict on $EIX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Edison International provides electricity to 15 million Southern California customers through its Southern California Edison subsidiary.

Industry overviewAI analysisGenerated by AI from underlying data

Where Regulated Electric sits in its cycle right now — and what that implies for $EIX.

Regulated Electric · Utilities

AI data-center load growth is re-rating regulated electric utility earnings power — utilities with exposure to hyperscaler cluster siting (Dominion Virginia, AEP Texas, Duke Southeast) are securing direct long-term power purchase agreements at premium rates. Renewable capacity additions (solar, wind) compress fuel costs while stranded-cost recovery of coal retirements is the regulatory negotiation variable.

What this means for $EIX

Partial — Edison International provides electricity to 15 million Southern California customers through its Southern California Edison subsidiary.

Industry benchmark

26-name peer basket
-3.3%YTD
-6.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
7.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
3.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
23.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-1.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
22.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
39.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$1.54$1.18+30.5%
Q1 2026Apr 28, 2026$1.42$1.32+7.6%
Q4 2025Feb 18, 2026$1.87$1.37+36.5%
Q3 2025Oct 28, 2025$2.34$2.16+8.3%
Next earningsThu, Oct 29·consensus EPS $1.81

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$4.4B-4.1%49.3%25.1%$1.39$-576.0M
Q1 FY26$4.1B+7.7%76.4%26.2%$1.38$-112.0M
Q4 FY25$5.2B+30.8%-7.9%17.2%$4.80$-319.0M
Q3 FY25$5.8B+10.6%50.0%24.9%$2.16$618.0M

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$19.1B$18.8B – $19.4B$6.13$6.06 – $6.1610
FY27$19.7B$19.6B – $19.9B$6.51$6.43 – $6.5810
FY28$20.4B$19.3B – $21.6B$6.87$6.69 – $7.0712
FY29$21.3B$20.5B – $22.3B$7.15$6.79 – $7.5910
FY30$22.3B$21.4B – $23.4B$7.31$6.94 – $7.766

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.15%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-8.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-18.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 383.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.615-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 12Peter J. TaylorDirector500 sh$28KSellJul 13Peter J. TaylorDirector500 sh$38K
+ 12 other (12 awards) in window

See when $EIX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 318-K — Item 7.01: Press release / Reg FD
AI summary

Edison International (EIX) furnished an 8-K disclosing that management is using a July 30, 2026 business update presentation in meetings with investors and analysts. The presentation covers strategic and operational updates for Edison International and its regulated utility subsidiary Southern California Edison. This Reg FD filing ensures the investor presentation materials are publicly available simultaneously to all market participants. Key investor topics include wildfire liability resolution, regulatory cost recovery, and the financial recovery trajectory following 2025 LA wildfire events.

8-KPress release / Reg FDJul 308-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Edison International (EIX) and its subsidiary Southern California Edison reported second quarter 2026 financial results on July 30, 2026, accompanied by a furnished investor presentation and same-day investor call. Edison is navigating the financial and regulatory aftermath of the January 2025 Los Angeles wildfires, which created significant liability exposure and insurance recovery uncertainty. The Q2 results are critical for tracking cash flow, debt levels, rate case progression, and wildfire-related claims resolution. Management commentary on the financial recovery path and regulatory developments will be closely watched.

3New insider — initial holdingsJul 143
AI summary

Aaron D. Moss, Executive Vice President and Chief Financial Officer of Edison International (EIX), filed a Form 3 (initial statement of beneficial ownership) upon becoming a reporting person. Moss directly holds 17,591 shares of EIX common stock plus RSUs and stock options granted at various strike prices ranging from $54.91 to $74.42 per share. As CFO of a major regulated utility navigating wildfire liability recovery, Moss's equity stake aligns his long-term interests with Edison's financial performance and recovery trajectory. The Form 3 schedules detail the vesting terms and exercise prices of all equity awards.

8-KPress release / Reg FDApr 298-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDApr 288-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
3New insider — initial holdingsApr 243
8-KShareholder voteApr 248-K — Item 5.07: Shareholder vote
8-KOfficer or director changeApr 238-K — Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 7.01: Press release / Reg FD
+ 8 other (4 13Gs · 2 10-Qs · 1 11-K · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Stock Market Today, Oct. 9: PG&E Gains on Earnings Call Anticipation Before October 22 Updatefool.com·7d agoEdison International $EIX Stock Acquired by Gradient Investments LLCdefenseworld.net·7d agoEdison International (NYSE:EIX) Shares to Pay Quarterly Dividend of $0.88defenseworld.net·11d agoDividend Champion, Contender, And Challenger Highlights: Week October 4seekingalpha.com·14d agoHere Are Friday’s Top Wall Street Analyst Research Calls: Abbott Laboratories, Airbnb, Cerebras Systems, Coinbase Global, Edison International, Northrop Grumman, Pershing Square, Robinhood Markets, and More247wallst.com·14d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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