Institutional investors dominate Edison International ownership, with 89% stake.

Edison International (NYSE:EIX) has 89% of its shares owned by institutional investors, indicating they have significant influence over the company's share price. The top 14 shareholders own 51% of the business, and using data from analyst forecasts and ownership research can better assess the future performance of the company. Institutions' investing decisions carry great weight, especially with individual investors.

Edison International (NYSE:EIX), a leading electric utility company serving Southern California, has seen significant institutional investment in its shares. According to its most recent Form 13F filing with the Securities & Exchange Commission, 89% of Edison International's shares are owned by institutional investors, including large funds like AustralianSuper Pty Ltd [1]. This substantial ownership indicates a significant influence over the company's share price and strategic direction.

AustralianSuper Pty Ltd, one of the top shareholders, grew its holdings in Edison International by 20.2% during the first quarter, acquiring an additional 80,680 shares. This increase, along with other institutional investments, underscores the confidence in Edison International's long-term prospects. Other notable investors include Bellwether Advisors LLC, Rakuten Securities Inc., Barnes Dennig Private Wealth Management LLC, Mizuho Bank Ltd., and Ameriflex Group Inc. [1].

The top 14 shareholders own approximately 51% of the business, highlighting the concentrated ownership structure. This concentration can have a substantial impact on share price movements and strategic decisions. Institutional investors' decisions are often guided by long-term growth prospects and regulatory environments, which can influence Edison International's performance.

Analysts have provided a range of forecasts for Edison International. Evercore ISI reissued an "outperform" rating, while JPMorgan Chase & Co. set a "neutral" rating with a price target of $71.00. Barclays increased their price target to $67.00 with an "overweight" rating, and Morgan Stanley set an "underweight" rating at $51.00. Wolfe Research downgraded the stock from "outperform" to "peer perform" [1]. Despite these varying opinions, Edison International currently has a consensus rating of "Moderate Buy" with an average target price of $76.82 [1].

Edison International's financial performance has been robust. The company reported $1.37 earnings per share for the quarter, beating analysts' estimates by $0.16. The company's net margin was 16.84%, and its return on equity was 13.21% [1]. The company's revenue for the quarter was $3.81 billion, down 6.5% compared to the same period last year. Analysts predict that Edison International will post 4.95 earnings per share for the current year [1].

Edison International recently declared a quarterly dividend of $0.8275 per share, representing a $3.31 annualized dividend and a 6.47% dividend yield. The company's dividend payout ratio is currently 46.95% [1].

Institutional investors' decisions and analyst forecasts provide valuable insights into Edison International's future performance. The company's strong financial performance, robust capital investment program, and constructive regulatory environment position it as a steady utility growth story. As Edison International continues to navigate the complexities of the utility sector, investors should closely monitor institutional ownership changes and analyst reports to gauge the company's potential.

References:
[1] https://www.marketbeat.com/instant-alerts/filing-australiansuper-pty-ltd-grows-position-in-edison-international-nyseeix-2025-07-19/
[2] https://www.tikr.com/blog/edison-international-is-part-of-the-a-recession-resistant-sector-heres-why-nyse-eix-stock-could-deliver-steady-returns-through-2027