Why Edison International (EIX) Stock Is Down Today

Edison International (EIX) is down 5.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is a fresh analyst downgrade tied to rising wildfire liability risk at Southern California Edison, Edison International’s utility subsidiary. Investor caution also appears to be building around the still-uncertain financial exposure from the Eaton Fire, even though the company has emphasized available recoveries and a state wildfire fund backstop.

Details:

An analyst firm cut the stock to Hold this week, citing elevated civil liability risk connected to California wildfire exposure and the possibility of renewed pressure on the shares.

In its latest quarterly filing, the company said it believes its equipment was likely associated with the ignition of the Eaton Fire and that additional material losses are probable.

That same filing said Edison International and Southern California Edison had recorded $1.6 billion in Eaton Fire settlement-related losses as of June 30, 2026, while also listing expected recoveries from self-insurance, the Wildfire Fund, and FERC electric rates.

The company also said it cannot yet reasonably estimate the full range of losses tied to the Eaton Fire, which likely keeps investors focused on downside risk as lawsuits continue and a bellwether trial approaches in January 2027.

Sources:

SEC, Edison International, Argus

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 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 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.

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.

$EIX Hedge Fund Activity

We have seen 584 institutional investors add shares of $EIX stock to their portfolio, and 476 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 2,974,919 shares (+inf%) to their portfolio in Q2 2026, for an estimated $221,482,719
AQR CAPITAL MANAGEMENT LLC removed 2,145,223 shares (-10.3%) from their portfolio in Q2 2026, for an estimated $159,711,852
JPMORGAN CHASE & CO added 2,108,757 shares (+inf%) to their portfolio in Q2 2026, for an estimated $156,996,958
LOS ANGELES CAPITAL MANAGEMENT LLC removed 1,987,205 shares (-65.7%) from their portfolio in Q2 2026, for an estimated $147,947,412
D. E. SHAW & CO., INC. removed 1,952,658 shares (-86.6%) from their portfolio in Q2 2026, for an estimated $145,375,388
STATE STREET CORP added 1,548,246 shares (+4.5%) to their portfolio in Q2 2026, for an estimated $115,266,914
ONTARIO TEACHERS PENSION PLAN BOARD added 1,471,725 shares (+inf%) to their portfolio in Q2 2026, for an estimated $109,569,926

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 $1,450,537 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 6 analysts offer price targets for $EIX in the last 6 months, with a median target of $76.5.

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

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.