January 26, 2026
Finance

Analysts Offer Insights on High-Yield Utilities: Edison International, Brookfield Infrastructure Partners, and Dominion Energy

Market Experts Assess Dividends and Outlooks for Leading Utility Stocks Amid Economic Volatility

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Summary

In the current market landscape marked by uncertainty, investors frequently seek refuge in utilities stocks known for delivering robust dividend yields. This analysis reviews recent evaluations from some of Wall Street's most precise analysts on three prominent utilities firms — Edison International, Brookfield Infrastructure Partners, and Dominion Energy — highlighting their dividend prospects and latest financial advisories.

Key Points

Utilities stocks with high dividend yields attract investor attention during market volatility due to steady free cash flow and payouts.
Edison International holds a dividend yield of 5.78%, with analysts demonstrating mixed opinions on its valuation and future potential.
Brookfield Infrastructure Partners offers a 4.88% yield, with consistent Buy and Outperform ratings from analysts with moderate accuracy.
Dominion Energy’s 4.48% dividend yield is supported by maintained Overweight ratings, though price targets have slightly decreased.

In times when market unpredictability prevails, dividend-yielding stocks often become a focal point for investors aiming to secure steady income streams. Utilities companies in particular tend to generate substantial free cash flows that enable them to distribute consistent dividends, appealing to those seeking reduced risk exposure.

This detailed exploration presents perspectives from Wall Street's most accurate analysts on three utilities stocks characterized by high dividend yields: Edison International (NYSE:EIX), Brookfield Infrastructure Partners L.P. (NYSE:BIP), and Dominion Energy Inc (NYSE:D). Each company's dividend performance, recent analyst ratings, and recent corporate updates are examined to provide investors with a comprehensive understanding of current market standing.


Edison International (NYSE:EIX) — Yielding 5.78%

Edison International continues to be an attractive prospect for investors prioritizing dividend income, with a reported dividend yield of 5.78%. The stock has recently been rated by notable analysts offering differing outlooks rooted in their market assessments.

On January 22, 2026, Nicholas Campanella from Barclays reaffirmed an Overweight rating on Edison International, albeit adjusting the price target slightly downward from $68 to $67. Campanella's track record indicates a 65% accuracy rate in his forecasts, signaling a respectable degree of reliability.

Conversely, Shahriar Pourreza of Wells Fargo presented a more cautious stance on January 20, 2026, downgrading the stock from Equal-Weight to Underweight but concurrently increasing the price target from $56 to $59. Pourreza's accuracy rate stands at 67%, marginally higher than Campanella's, highlighting some divergence among experts.

Adding to its investment appeal, Edison International disclosed encouraging quarterly earnings on October 28, which may support its capacity for sustaining dividends.


Brookfield Infrastructure Partners L.P. (NYSE:BIP) — Yielding 4.88%

Brookfield Infrastructure Partners maintains a solid dividend yield of 4.88%, drawing investor interest in a sector known for steady returns.

Jefferies analyst Anthony Linton has maintained a Buy rating for BIP, assigning a price target of $35 as of August 29, 2025. Linton’s historical accuracy rate is 50%, suggesting moderate confidence in his stock valuation.

Similarly, Maurice Choy of RBC Capital has upheld an Outperform rating with a higher price target of $40, set on March 25, 2025. Choy’s forecasts have an accuracy rate of 51%, aligning closely with Linton’s confidence levels.

Operational transparency continues with Brookfield Infrastructure Partners scheduling its fourth-quarter conference call for January 29, 2026, a key date for investors to gather forward-looking insights.


Dominion Energy Inc (NYSE:D) — Yielding 4.48%

Dominion Energy provides a dividend yield of 4.48%, sustaining its reputation for distributing reliable income to shareholders.

Barclays’ Nicholas Campanella retained an Overweight stance on Dominion Energy as of January 22, 2026, revising his price target downward from $64 to $63 while maintaining a 65% accuracy rate for his analyst predictions.

On January 20, 2026, Shahriar Pourreza from Wells Fargo maintained an Overweight rating as well but adjusted the price target from $67 down to $64. Pourreza's accuracy rate stands at 67%, reinforcing his credibility in stock evaluation.

Dominion Energy is preparing to present its fourth-quarter earnings on February 23, 2026, providing investors with valuable updates related to its financial performance and strategic direction.


Key Insights and Considerations

  • The divergence among analyst ratings and price targets for each stock highlights the nuanced perspectives on valuation and risk within the utilities sector.
  • Dividend yields from these companies remain attractive compared to many other sectors, which can be compelling in volatile market environments.
  • Upcoming earnings calls and quarterly results releases will be critical for investors seeking to reassess risk and dividend sustainability based on new financial disclosures.

Risks and Uncertainties Explicit in Current Evaluations

  • Analyst opinions differ on the outlook for these utilities stocks, indicating uncertainty about future stock performance despite consistent dividend payouts.
  • Price target adjustments, often downward, reflect evolving market conditions or company-specific factors that may impact future returns.
  • Investor reliance on dividend income assumes continued free cash flow generation, which could be pressured by regulatory, operational, or economic challenges not explicitly detailed in analyst reports.

These insights underscore the importance of monitoring both analyst communications and corporate disclosures to navigate the investment landscape in utilities effectively.

Risks
  • Variances in analyst price targets indicate uncertainty regarding stock valuations and future performance.
  • Current analyst ratings reflect cautious stances, including downgrades and lowered price targets, revealing possible downside risks.
  • Dependence on continued free cash flow generation suggests that any operational or regulatory disruptions could impact dividend sustainability.
  • Future financial results and earnings reports carry uncertainties that may affect investor sentiment and stock prices.
Disclosure
Education only / not financial advice
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Ticker Sentiment
EIX - neutral BIP - positive D - neutral
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