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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 $1 billion recorded includes both WRCP payments and subrogation settlements

    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
  • 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
  • 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
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Late-2026 Biotech Catalyst Season: FDA Decisions and Pivotal Readouts Converge Across Oncology, Hepatology and Cardiometabolic
Mid-November 2026 is dense with scheduled biotech catalysts. The ivonescimab BLA PDUFA date is 2026-11-14, the lorundrostat PDUFA date is 2026-12-22, and Phase 3 ECLIPSE hepatitis delta data are due in Q1 2027. Alongside these, siRNA and antibody programs (plozasiran, elebsiran/tobevibart, ianalumab, nipocalimab) reported or presented data at AHA, AASLD, ACR and ASH, while Oryzon advanced iadademstat in AML with Spanish trial authorizations and a planned ALICE-3 Phase III. Late-stage data and regulatory milestones are driving the sentiment. A planned delisting (EGM 2026-11-19, application 2027-01-25) is a separate corporate-structure event with no clear link to the rest.
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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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Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
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