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

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

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

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

    80% confidence
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Autumn 2026 Biopharma Catalyst Season: Late-Breaking Data, FDA Milestones and the Rise of AI-Designed Drugs
Late-September and early-October 2026 conferences (EASD, EADV, IGCS) brought a cluster of positive late-breaking trial readouts. These covered obesity and metabolic disease (Novo Nordisk's CagriSema), immunology (Lilly's EBGLYSS, tulisokibart) and oncology (Rina-S, Agenus BOT+BAL). Ahead lie hard regulatory catalysts, led by the 14 Nov 2026 FDA PDUFA date for ivonescimab. At the same time, Insilico-style AI-designed drugs such as rentosertib are showing anti-aging signals. That points to AI-driven drug discovery moving from concept toward clinical validation. Unrelated tech and regulatory items (Tesla Cybercab probe, xAI litigation, OpenAI agent incident) and the speculative QAIAx claims are peripheral to this story.
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Sinais que acompanhamos
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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ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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