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Source document· February 19, 2026

Edison International targets 5% to 7% EPS growth through 2030 while reaffirming 2028 outlook

View original at seekingalpha.com
Edison International targets 5% to 7% EPS growth through 2030 while reaffirming 2028 outlook Earnings Call Insights: Edison International (EIX) Q4 2025 MANAGEMENT VIEW * Pedro Pizarro, President and CEO, announced "Edison International's 2025 core earnings per share of $6.55 was above our guidance range, that extends o…
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  • With an attractive dividend yield of approximately 5%, and a long-term core EPS growth target of 5% to 7%, EIX shares offer a compelling case for total shareholder returns of 10% to 12%

    80% confidence
  • SCE is not aware of evidence pointing to another possible source of ignition for the Eaton fire and it is likely SCE equipment could have been associated with the ignition

    80% confidence
  • The transmission line involved in Eaton fire was grounded at both ends

    80% confidence
  • I would focus on that now. I think we're not seeing anything other than rate base growth as we move out in time

    80% confidence
  • The $1 billion recorded includes both WRCP payments and subrogation settlements

    80% confidence
  • We expect EPS growth in 2027 to be at the high end of our 5% to 7% range

    80% confidence
  • We have the right strategy, the right plan and the right team in place

    80% confidence
  • Edison International's 2025 core earnings per share of $6.55 was above our guidance range, that extends our 2-decade track record of meeting or exceeding annual EPS guidance

    80% confidence
  • As you get out to '29 and '30, again, right back down to rate base growth. I mean, that is really the driver here

    80% confidence
  • We project no equity needs for the next five years through 2030

    80% confidence
  • SCE is unable to reasonably estimate a range of potential losses from the Eaton fire at this time

    80% confidence
  • 2026 core EPS represents growth of about 3.5% at the midpoint compared to the $5.84 baseline

    80% confidence
  • For the fourth quarter, EIX reported core EPS of $1.86. Full year 2025 core EPS of $6.55 exceeded the high end of our EPS guidance range

    80% confidence
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Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
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Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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