Core Viewpoint - Edison International (EIX) is set to release its third-quarter 2025 results on October 28, with expectations of an earnings surprise based on previous performance [1][7]. Factors Impacting Q3 Performance - The company has been heavily investing in grid hardening, wildfire mitigation, and renewable energy integration, which are expected to positively influence its earnings [2][11]. - A settlement related to TKM is anticipated to have reduced interest expenses, contributing to improved earnings [3]. - Cooler temperatures in Southern California during July likely decreased electricity demand, negatively impacting sales volumes [4][11]. - Wildfire activity in California may have disrupted power supply operations, leading to temporary outages and increased maintenance costs [5][6][11]. - Higher operations and maintenance expenses for restoration efforts are expected to have affected quarterly earnings [6]. Earnings Expectations - The Zacks Consensus Estimate for EIX's earnings is $1.52 per share, reflecting a year-over-year increase of 0.7% [7]. - Revenue estimates are set at $5.20 billion, indicating a slight decline of 0.01% year over year [7]. Predictive Model Insights - The company's Earnings ESP is +7.15%, suggesting a strong likelihood of an earnings beat [8]. - Edison International currently holds a Zacks Rank of 2 (Buy), further supporting the potential for positive earnings results [9]. Industry Comparisons - Other companies in the industry, such as Xcel Energy (XEL), Eversource Energy (ES), and Alliant Energy (LNT), are also expected to report earnings beats, with respective Earnings ESPs and Zacks Ranks indicating favorable conditions [12][13][14].

Core Thesis - Edison International (EIX) is viewed positively due to its low valuation and potential for capital appreciation, despite legal risks associated with wildfires [1][4][5] Company Overview - Edison International is a California-focused electric utility company, primarily through its subsidiary Southern California Edison (SCE), serving approximately 50,000 square miles [2] - The stock price peaked at $87.75 in November 2024 but has since declined to around $52, largely due to wildfire-related concerns [2] Legal Risks - The company is linked to a wildfire that caused billions in damages, with the key risk being whether EIX is found negligent [3] - If deemed liable but non-negligent, EIX would pay about $4 billion, with the rest covered by government funds [3] - A finding of negligence could lead to uncapped liabilities, threatening financial stability, although there is currently no evidence of negligent behavior [4] Valuation and Investment Opportunity - EIX trades at a low price-to-earnings ratio of 8 compared to industry averages near 20, and offers a dividend yield of 6.19% [4] - The combination of a depressed stock price and strong cash return makes EIX an attractive opportunity for investors willing to accept legal uncertainties [4][5] Future Outlook - If legal matters resolve favorably, the stock could experience significant upside, while the underlying business remains stable with strong regulatory support and long-term growth prospects [5] - EIX presents a risk-adjusted investment case where patience through the resolution of contingent liabilities could yield both capital appreciation and consistent income [5] Hedge Fund Interest - Edison International is not among the 30 most popular stocks among hedge funds, with 42 hedge fund portfolios holding EIX at the end of the second quarter, down from 44 in the previous quarter [7]

Core Insights - During market turbulence, investors often seek dividend-yielding stocks, which typically have high free cash flows and offer substantial dividends [1] Group 1: Edison International (NYSE:EIX) - Dividend yield is 5.67% [7] - Barclays analyst Nicholas Campanella maintained an Overweight rating and raised the price target from $65 to $69 on October 21, 2025, with a 70% accuracy rate [7] - Jefferies analyst Julien Dumoulin-Smith downgraded the stock from Buy to Hold and cut the price target from $70 to $57 on October 2, 2025, with a 67% accuracy rate [7] - On September 22, Edison's board declared a quarterly common stock dividend of $0.8275 per share [7] Group 2: Portland General Electric Co (NYSE:POR) - Dividend yield is 4.67% [7] - Barclays analyst Nicholas Campanella maintained an Equal-Weight rating and raised the price target from $43 to $47 on October 21, 2025, with a 70% accuracy rate [7] - JP Morgan analyst Richard Sunderland maintained a Neutral rating and cut the price target from $46 to $45 on May 19, 2025, with a 66% accuracy rate [7] - Portland General Electric will host an analyst conference call and webcast on October 31 to review its third quarter financial results [7] Group 3: Eversource Energy (NYSE:ES) - Dividend yield is 4.11% [7] - B of A Securities analyst Ross Fowler upgraded the stock from Neutral to Buy and raised the price target from $73 to $85 on October 21, 2025, with a 68% accuracy rate [7] - Janney Montgomery analyst Michael Gaugler downgraded the stock from Buy to Neutral on October 13, 2025, with a 70% accuracy rate [7] - Eversource Energy will host an earnings conference call on November 5 to discuss its financial performance and business updates through the third quarter [7]

Core Insights - During market turbulence, investors often seek dividend-yielding stocks, which typically have high free cash flows and offer substantial dividends [1] Group 1: Edison International (NYSE:EIX) - Dividend Yield: 5.67% [7] - Barclays analyst Nicholas Campanella maintained an Overweight rating and raised the price target from $65 to $69 on Oct. 21, 2025, with an accuracy rate of 70% [7] - Jefferies analyst Julien Dumoulin-Smith downgraded the stock from Buy to Hold and cut the price target from $70 to $57 on Oct. 2, 2025, with an accuracy rate of 67% [7] - Recent news includes a quarterly common stock dividend declaration of $0.8275 per share on Sept. 22 [7] Group 2: Portland General Electric Co (NYSE:POR) - Dividend Yield: 4.67% [7] - Barclays analyst Nicholas Campanella maintained an Equal-Weight rating and raised the price target from $43 to $47 on Oct. 21, 2025, with an accuracy rate of 70% [7] - JP Morgan analyst Richard Sunderland maintained a Neutral rating and cut the price target from $46 to $45 on May 19, 2025, with an accuracy rate of 66% [7] - Recent news includes an upcoming analyst conference call on Oct. 31 to review third quarter financial results [7] Group 3: Eversource Energy (NYSE:ES) - Dividend Yield: 4.11% [7] - B of A Securities analyst Ross Fowler upgraded the stock from Neutral to Buy and raised the price target from $73 to $85 on Oct. 21, 2025, with an accuracy rate of 68% [7] - Janney Montgomery analyst Michael Gaugler downgraded the stock from Buy to Neutral on Oct. 13, 2025, with an accuracy rate of 70% [7] - Recent news includes an earnings conference call scheduled for Nov. 5 to discuss financial performance and updates through the third quarter [7]

I am the author of Guiding Mast Investments monthly newsletter, focused on timely dividend paying stocks. Our mission at Guiding Mast Investments is to help investors keep a steady pace of wealth accumulation as they navigate through their financial voyage.  I have been a Registered Investment Advisor, financial author, and entrepreneur. I bring a variety of expertise to my clients, from personal investment planning and management to stock market analysis skills. I am the creator of the late 1990s investmen ...

Core Viewpoint - Edison International (EIX) is expected to report a year-over-year decline in earnings due to lower revenues, with the consensus outlook being crucial for assessing the company's earnings picture [1][3]. Earnings Expectations - The upcoming earnings report is anticipated to be released on October 28, with expected earnings of $1.19 per share, reflecting a year-over-year decrease of 21.2% [3]. Revenues are projected to be $5.2 billion, showing no change from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 0.65% higher in the last 30 days, indicating a slight positive reassessment by analysts [4]. However, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.14%, suggesting a bearish outlook on earnings prospects [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict the deviation of actual earnings from consensus estimates, with a positive ESP being a strong predictor of an earnings beat [9][10]. Edison International's current Zacks Rank is 2, which complicates the prediction of an earnings beat despite the negative ESP [12]. Historical Performance - In the last reported quarter, Edison International had an earnings surprise of +10.23%, beating the expected earnings of $0.88 per share by delivering $0.97 [13]. Over the last four quarters, the company has surpassed consensus EPS estimates three times [14]. Industry Comparison - PG&E (PCG), a competitor in the electric power industry, is expected to report earnings of $0.46 per share, representing a year-over-year increase of 24.3%, with revenues projected at $6.62 billion, up 11.4% from the previous year [18][19]. PG&E's consensus EPS estimate has been revised 5.2% lower, but a higher Most Accurate Estimate results in a positive Earnings ESP of +1.45%, indicating a likely earnings beat [19].

With a market cap of $21.8 billion, Edison International (EIX) is one of the nation’s largest electric utility holding companies, providing clean and reliable energy through its subsidiaries. Through Southern California Edison and Edison Energy LLC, the company delivers electricity across a 50,000-square-mile area and offers global decarbonization and energy solutions to diverse customers. The Rosemead, California-based company is expected to unveil its fiscal Q3 2025 results after the market closes on Tu ...

Edison International (NYSE:EIX) is included among the 10 Best Beaten Down Dividend Stocks to Buy Right Now. Edison International (EIX) Faces Wildfire Challenges but Retains Long-Term Appeal Image by Steve Buissinne from Pixabay Edison International (NYSE:EIX) is among the beaten-down dividend stocks to invest in. The stock has declined by over 29% since the start of 2025. Edison International (NYSE:EIX), bas⁠ed in California,​ operates as an energy holding company that provid⁠es clean and reliable⁠ ele ...

Core Insights - The article discusses the performance of dividend-paying stocks, highlighting that the S&P 500 Dividend Aristocrats Index has gained just over 2.5% since the start of 2025, significantly lagging behind the broader market's nearly 13% gain [1]. Dividend Growth and Market Conditions - Dividend growth has been slow in Q3 2025 due to uncertainty surrounding tariff policies, which has made companies cautious about future cash commitments [2]. - While most firms continued to raise dividends, the increases were smaller than usual, and some companies that do not follow a fixed schedule have delayed their dividend actions [2][3]. Economic Factors Impacting Dividends - Companies may increase their payouts as tariff and policy clarity improves, but they still require more legislative and executive assurances for long-term dividend commitments [3]. - Current tax benefits from the 'One Big Beautiful Bill' have positively impacted corporate earnings, but long-term confidence for larger dividend commitments remains uncertain [3]. Methodology for Stock Selection - The article outlines a methodology for identifying beaten-down dividend stocks, focusing on those with year-to-date share price declines of over 25% as of October 16, 2025 [5]. Company-Specific Insights Edison International (NYSE:EIX) - Edison International has experienced a year-to-date share price drop of 29.11% due to challenges such as wildfires in California and increased operating costs [8][9]. - Despite reporting lower second-quarter earnings and ongoing investigations related to wildfires, analysts remain cautiously optimistic, with TD Cowen initiating coverage with a Buy rating and a price target of $71.00, suggesting a potential upside of about 25% [11]. - The company has a strong dividend history, having increased its dividend for 21 consecutive years, currently offering a quarterly dividend of $0.8275 per share and a dividend yield of 5.84% [12]. Bath & Body Works, Inc. (NYSE:BBWI) - Bath & Body Works has seen a year-to-date share price decline of 31.39%, with concerns raised about its reliance on promotional activities and mixed results from new product launches [13][15]. - Jefferies has lowered its price target for BBWI from $32.00 to $28.50 while maintaining a Hold rating, indicating limited short-term growth expectations due to ongoing dependence on promotions [14][16]. - The company has been a consistent dividend payer since initiating its dividend policy in 2021, currently offering a quarterly dividend of $0.20 per share and a dividend yield of 3.08% [17].

Core Viewpoint - Bragar Eagel & Squire, P.C. is investigating potential claims against Edison International (NYSE: EIX) following a class action complaint alleging breaches of fiduciary duties by the company's board of directors during the class period from February 25, 2021, to February 6, 2025 [1][2]. Summary by Sections Allegations - The complaint claims that Edison made false and misleading statements regarding its Public Safety Power Shutoffs (PSPS) program, asserting that it was used to mitigate wildfire risks, which was allegedly untrue [2]. - It is alleged that this misrepresentation heightened fire risks in California and increased legal exposure for Edison [2]. - The lawsuit contends that the statements made by Edison about its business operations and prospects were materially false and lacked a reasonable basis [2]. Next Steps for Investors - Long-term stockholders of Edison who have information or questions regarding the claims are encouraged to contact Bragar Eagel & Squire for further discussion [3]. About the Law Firm - Bragar Eagel & Squire, P.C. is a nationally recognized law firm that represents individual and institutional investors in various types of litigation across state and federal courts [4].