Electric Services · SIC 4911

EDISON INTERNATIONAL

EIX

Watch

Latest revenue

$4.10B

as of 2026-03-31

Latest net income

$531.0M

as of 2026-03-31

Net margin

12.9%

as of 2026-03-31

Price · 5Y

+10.1% / yr 3.7 pts / yr vs S&P 500 61.5% total
Compare:

Live market

delayed ≤15 min
$71.18
1.22%
Market cap
$27.39B
Enterprise value
$68.77B
P/E (trailing)
6.1×
Forward P/E
P/B
1.58×
Dividend yield
4.8%
52-wk high
$76.22
52-wk low
$47.73
Beta
Shares out
384.8M

5-year trend

What this company does

AI

Edison International is the parent of Southern California Edison (SCE), one of the largest electric utilities in the US, delivering power to roughly 15 million people across central, coastal, and southern California. The company earns revenue primarily through regulated electricity transmission and distribution rates set by California regulators, billed to residential, commercial, and industrial customers. SCE is undertaking a major grid modernization shift from analog to digital infrastructure, which expands cyberattack surface area as wildfire and cybersecurity risks dominate its operating risk profile.

Generated from EIX's filing dated 2026-02-18

Key risks

AI
  • Wildfire/cyber-physical exposure: SCE's grid modernization expands attack surface; a successful cyber or physical attack could halt electricity delivery and trigger major litigation
  • Vendor supply-chain compromise: SCE depends on numerous vendors, some of which have already experienced cybersecurity incidents that could conduit attacks into SCE systems
  • Regulatory and reputational fallout: a breach could violate privacy laws and damage Edison International's reputation, materially impacting financial condition and results

Generated from EIX's filing dated 2026-02-18

Profitability

Operating margin

36.7%

120.6%

Net margin

23.1%

216.4%

Return on equity

25.4%

207.5%

Return on assets

4.7%

216.1%

Leverage

Debt / equity

4.35×

3.3%

Long-term debt / equity

2.05×

4.8%

Debt / assets

81.3%

0.6%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$4.10B+7.7%$531.0M-63.0%12.9%

Q4 2025

2025-12-31

$5.21B+30.8%$1.85B+426.5%35.4%

Q3 2025

2025-09-30

$5.75B+10.6%$832.0M+61.2%14.5%

Q2 2025

2025-06-30

$4.54B+4.8%$343.0M-19.9%7.6%

Q1 2025

2025-03-31

$3.81B-6.5%$1.44B+13154.5%37.7%

Q4 2024

2024-12-31

$3.98B$351.0M8.8%

Q3 2024

2024-09-30

$5.20B+10.6%$516.0M9.9%

Q2 2024

2024-06-30

$4.34B+9.4%$428.0M9.9%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Electric Services · SIC 4911

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Insider activity

Insider buying

$0

Insider selling

$1.4M

Net activity

−$1.4M

Distinct insiders

4

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-04-13

Peter J. Taylor

Director

Sale500$75.30$37.6K
2026-03-02

Jill Charlotte Anderson

EXECUTIVE VICE PRESIDENT, SCE

Sale2,111$74.55$157.4K
2026-03-02

Peter J. Taylor

Director

Sale500$74.54$37.3K
2026-02-27

Jill Charlotte Anderson

EXECUTIVE VICE PRESIDENT, SCE

Sale4,774$74.72$356.7K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns EIX

Institutional value

$11.37B

Total shares held

162.2M

Distinct holders

716

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.34.1M$2.50BNew
2VANGUARD CAPITAL MANAGEMENT LLC25.0M$1.83BNew
3VANGUARD PORTFOLIO MANAGEMENT LLC23.1M$1.69BNew
4Allianz Asset Management GmbH4.6M$338.1MNew
5Invesco Ltd.4.5M$331.6MNew
6Legal & General Group Plc4.5M$327.7MNew
7Bank of New York Mellon Corp4.0M$290.7MNew
8HSBC HOLDINGS PLC3.5M$254.9MNew
9UBS Group AG2.9M$210.1MNew
10VANGUARD FIDUCIARY TRUST CO2.2M$158.4MNew
11DEUTSCHE BANK AG\2.1M$154.8MNew
12Swedbank AB2.1M$151.7MNew
13Russell Investments Group, Ltd.2.1M$150.9MNew
14DIMENSIONAL FUND ADVISORS LP2.0M$146.6MNew
15LOS ANGELES CAPITAL MANAGEMENT LLC1.6M$119.2MNew
16ASSETMARK, INC1.6M$117.2MNew
17BNP PARIBAS FINANCIAL MARKETS1.5M$107.0MNew
18National Pension Service1.2M$85.9MNew
19Swiss National Bank1.1M$82.6MNew
20California Public Employees Retirement System1.1M$81.5MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

AI
  1. 1

    With Eaton Fire litigation exposure mounting, what is your current estimated probable loss range and AB 1054 wildfire fund coverage assumption?

  2. 2

    Q1 net income of $531M implies thin coverage of your ~$3B annual capex—when do you next need equity, and at what dilution?

  3. 3

    SCE acknowledges ongoing cyber incidents on a digitizing grid; what specific OT breach scenarios are NOT covered by your insurance program?

Refreshed when EIX files a new report · last from 2026-02-18