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

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

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

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

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

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

    80% confidence
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AI Funding Surge: Capital Floods Fintech, Foundation Models, and Autonomous Systems
A concentrated burst of AI-linked funding on 2026-08-28 pushed well over $1.5B into companies spanning fraud/identity fintech (Socure, which also acquired Fravity), foundation models (Stability AI), AI agents and enterprise tooling (Instinct, Generalist AI, Emerald AI, Owner), and AI-adjacent autonomous/aerospace ventures (Gatik, Regent Craft). The breadth and simultaneity of these rounds signal that investor appetite for AI is not concentrated in a single vertical but is broadening into applied and infrastructure-adjacent domains, with consolidation (Socure-Fravity) beginning alongside fresh capital formation.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
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