Ninety One SA (Pty) 13F: New $1.5M Stake in EIX

Ninety One SA opened a brand-new position in Edison International (NYSE: EIX), according to a Form 13F filing with the SEC disclosed on October 15, 2026. Institutional filings like this one look backward at the previous quarter and may not reflect the investor's current holdings today.

Inside Ninety One SA's Edison International Trade

The fund initiated a fresh stake in the utility provider by acquiring 27,294 shares. The newly established holding carried a reported value of $1,468,418 at the time of the filing. Because this represents an initial purchase, there is no previous share count or percentage change to report.

Other Institutional Activity in Edison International

Other major investment managers were active with their Edison International holdings during the quarter. Blackrock Inc. reduced its position by 1,292,490 shares, ending with 44,867,854 shares worth about $2.51 billion. State Street Corporation grew its holdings by 1,546,616 shares, ending with 36,146,533 shares worth about $2.02 billion. Vanguard Capital Management LLC lifted its stake by 137,374 shares to finish with 25,114,526 shares valued at roughly $1.40 billion. Vanguard Portfolio Management LLC boosted its holdings by 117,805 shares, closing the period with 23,216,874 shares worth about $1.30 billion. Meanwhile, AQR Capital Management, LLC trimmed its stake by 2,144,269 shares, wrapping up the quarter with 18,694,105 shares valued at approximately $1.05 billion.

Edison International Stock Up 0.4%

Edison International shares recently traded around $55.88. The stock sits below its 50-day moving average of $60.67 and its 200-day moving average of $67.96. The share price is well below its 52-week high of $81.62 and above its 52-week low of $51.10. The company carries a market capitalization of roughly $21.52 billion and a trailing P/E ratio of 5.77.

Recent Earnings

Edison International reported trailing twelve-month revenue of $19.42 billion and basic earnings per share of $9.70. The utility provider posted a net profit margin of 19.3% and a return on equity of 19.7%. Investors look ahead to the company's next earnings report, scheduled for October 29, 2026.

Dividend

The company pays an annual dividend rate of $3.51 per share, translating to a dividend yield of 6.31%. Edison International maintains a dividend payout ratio of 35.7%.

Insider Buying and Selling at Edison International

Director Peter J. Taylor executed several share sales prior to the filing. On April 13, 2026, Taylor sold 500 shares at an average price of $75.30 for a total of $37,650. He sold another 500 shares on July 13, 2026, at $75.40 per share, totaling $37,700. Later, on October 12, 2026, Taylor sold 500 shares at $55.56 per share for a total value of $27,780 under a planned trading arrangement, alongside another non-planned sale of 500 shares at the same price and value on that date.

Analysts Set New Price Targets

Wall Street firms have recently updated their outlooks on the stock. On September 18, 2026, Morgan Stanley maintained its Underweight rating while lowering its price target from $65.00 to $60.00. Jefferies downgraded the stock to Underperform on October 2, 2026, cutting its target from $53.00 to $42.00. Barclays maintained an Equal-Weight rating on October 9, 2026, reducing its target from $75.00 to $53.00. Truist Securities maintained a Hold rating and adjusted its target from $63.00 to $62.00 on October 12, 2026. On the same day, JP Morgan kept its Neutral rating while trimming its target from $61.00 to $59.00. Overall, the stock carries a consensus Hold rating and a mean price target of $63.21 based on 14 analyst opinions.

About Edison International

Edison International operates through its subsidiaries to generate and distribute electric power. Serving residential, commercial, industrial, and agricultural customers, the company delivers electricity via its infrastructure across an approximately 50,000 square-mile service territory in southern, central, and coastal California. Institutional interest from firms like Ninety One SA highlights how large asset managers position themselves within the regulated utility sector.

Bottom Line

Ninety One SA's new stake adds to the ongoing institutional adjustments in Edison International. Investors will monitor the upcoming earnings report on October 29, 2026, to gauge financial performance and regulatory updates. Because Form 13F filings are historical snapshots, they may not reflect Ninety One SA's current investment stance today. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.