Edison International received an upgrade to Zacks Rank #1 (Strong Buy), reflecting growing optimism about its earnings prospects. The change follows upward revisions in consensus EPS estimates for the next two quarters, driven by improving operational metrics at Southern California Edison and favorable regulatory developments in California. Analysts cite the company’s resilient customer base of over 15 million and its ongoing grid modernization projects as key catalysts supporting the new ranking.

Allspring Global Investments Holdings LLC boosted its stake in Edison International by 541.9% during the third quarter, increasing its holdings to 110,731 shares valued at approximately $6.23 million. Other institutional investors have also added positions: Kentucky Trust Co raised its stake by 66.7% to 500 shares, American National Bank & Trust initiated a new position worth $32,000, and Laurel Wealth Advisors LLC expanded its holdings by over 5,000% to 723 shares. In total, hedge funds and other institutions now own nearly 89% of Edison International’s outstanding shares.

In its recent quarterly report, Edison International surpassed earnings expectations with EPS of $2.34 versus the consensus estimate of $2.16. Revenue climbed 10.6% year-over-year to $5.75 billion, topping forecasts of $5.31 billion. The utility achieved a net margin of 17.24% and a return on equity of 13.62%. Management set full-year 2025 EPS guidance at a range of 5.95 to 6.20, noting strong demand for grid enhancement services and a balanced resource procurement strategy.

Edison International’s board approved a quarterly dividend increase to $0.8775 per share, up from $0.83, payable to shareholders of record on January 7 with a payment date of January 31. This raises the annualized payout to $3.51 per share and delivers a dividend yield of 5.8%. The company maintains a conservative dividend payout ratio of 43.27%, underscoring its commitment to returning cash to shareholders while preserving capital for infrastructure investments.