Edison International stock falls after Jefferies cuts target

Published on 09/14/2026 at 19:55 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Jefferies cut Edison International stock to USD 53.00 from USD 68.00 on September 14, 2026. Core EPS was USD 1.54 in Q2 2026, while revenue fell 4.1 percent to USD 4.36 billion.

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Edison International stock (ISIN US2810201077) is reacting to a sharp analyst reset: Jefferies cut its price target to USD 53.00 from USD 68.00 on September 14, 2026, and kept a hold rating, according to MarketBeat. The same report said the new target implies 7.01 percent downside from the previous close, a clear signal that valuation is now doing more of the heavy lifting than momentum.

Target cuts stack up

The broader analyst tape around Edison International has turned more cautious. According to MarketBeat on September 14, 2026, the consensus rating is Reduce with a consensus target of USD 64.45. The same piece lists a prior Bank of America cut to USD 51.00 from USD 81.00 and a UBS cut to USD 63.00 from USD 75.00, underscoring how far targets have moved in just a few sessions.

MarketBeat also said Edison International traded at USD 56.99 on Monday, up USD 0.99, or 1.8 percent, during the session. In the same update, the stock was still below the Jefferies target of USD 53.00 only by a small margin and above the broader consensus target gap implied by USD 64.45.

Q2 numbers still matter

The latest reported quarter gives the move a fundamental backdrop. Barchart said on September 14, 2026, that Edison International reported second-quarter results on July 30, with net income up 55.7 percent year over year to USD 534 million and core EPS up 58.8 percent to USD 1.54. Revenue fell 4.1 percent to USD 4.36 billion, while the company reaffirmed full-year core EPS guidance of USD 5.90 to USD 6.20.

That mix matters for investors because earnings quality improved faster than sales. The 4.1 percent revenue decline versus the 58.8 percent core EPS increase shows how much the market is leaning on cost control, interest expense and guidance rather than top-line growth.

Stock range stays wide

Yahoo Finance showed Edison International at a day range of USD 51.58 to USD 52.89 and a 52-week range of USD 51.58 to USD 88.77 on September 14, 2026. The stock was therefore sitting at the very bottom of its yearly band, which makes the target cuts from Jefferies, UBS and Bank of America more visible for traders.