Edison International Slides as Earnings Miss Adds to Wildfire Overhang

Edison International (EIX) is down 6.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is a weaker-than-expected second-quarter earnings report, with earnings and revenue appearing to come in below Wall Street expectations. The drop also looks tied to the market continuing to price in uncertainty around the Eaton Fire, where the company has said it still cannot reasonably estimate a loss range.

Details:

Second-quarter 2026 results were released on July 30, with the company hosting its earnings call that afternoon.

Market data tied to the release indicate quarterly EPS of $0.97, below consensus estimates that were around $1.04 to $1.28, while revenue also came in below analyst expectations.

In its first-quarter 2026 filing, the company said Southern California Edison was aware of about 2,000 lawsuits tied to the Eaton Fire, representing roughly 30,000 individual plaintiffs plus subrogation and public-entity claims.

That same filing said Edison International and SCE were still unable to reasonably estimate a range of possible losses connected to the Eaton Fire, leaving a major overhang on valuation.

Sources:

Edison International, SEC, Benzinga, Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$EIX Insider Trading Activity

$EIX insiders have traded $EIX stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.

Here’s a breakdown of recent trading of $EIX stock by insiders over the last 6 months:

PETER J. TAYLOR has made 0 purchases and 3 sales selling 1,500 shares for an estimated $112,619.
ERICA S BOWMAN (VICE PRESIDENT) sold 1,276 shares for an estimated $94,264

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$EIX Hedge Fund Activity

We have seen 539 institutional investors add shares of $EIX stock to their portfolio, and 390 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

BLACKROCK, INC. removed 2,944,153 shares (-6.0%) from their portfolio in Q1 2026, for an estimated $215,453,116
AQR CAPITAL MANAGEMENT LLC added 2,554,176 shares (+14.0%) to their portfolio in Q1 2026, for an estimated $186,914,599
CANADA PENSION PLAN INVESTMENT BOARD removed 1,802,511 shares (-37.9%) from their portfolio in Q1 2026, for an estimated $131,907,754
STATE STREET CORP added 1,457,083 shares (+4.4%) to their portfolio in Q1 2026, for an estimated $106,629,333
FRANKLIN RESOURCES INC added 1,307,037 shares (+39.4%) to their portfolio in Q1 2026, for an estimated $95,648,967
CITADEL ADVISORS LLC removed 1,161,814 shares (-88.7%) from their portfolio in Q1 2026, for an estimated $85,021,548
CAPITAL RESEARCH GLOBAL INVESTORS removed 1,148,661 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $84,059,011

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$EIX Government Contracts

We have seen $1,560,537 of award payments to $EIX over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$EIX Price Targets

Multiple analysts have issued price targets for $EIX recently. We have seen 8 analysts offer price targets for $EIX in the last 6 months, with a median target of $77.5.

Here are some recent targets:

Richard Sunderland from Truist Securities set a target price of $79.0 on 05/18/2026
Aidan Kelly from JP Morgan set a target price of $76.0 on 05/15/2026
Nicholas Campanella from Barclays set a target price of $77.0 on 04/29/2026
David Arcaro from Morgan Stanley set a target price of $70.0 on 04/21/2026
Ross Fowler from B of A Securities set a target price of $78.0 on 04/20/2026
Paul Fremont from Ladenburg Thalmann set a target price of $63.0 on 03/05/2026
Shelby Tucker from TD Cowen set a target price of $88.0 on 02/20/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.