CONSOLIDATED EDISON INC
Consolidated Edison, commonly known as Con Edison, is a New York State holding company whose principal businesses are regulated energy delivery and electric transmission. Its subsidiaries include Consolidated Edison Company of New York (CECONY), Orange and Rockland Utilities (O&R), and Con Edison Transmission. CECONY delivers electricity, gas and steam to customers in New York City and surrounding areas. O&R provides electric service in southeastern New York and northern New Jersey and delivers gas in southeastern New York. Con Edison Transmission develops and invests in electric transmission projects and owns electric and gas assets through joint ventures. Con Edison makes money primarily through its regulated utility businesses and investments in transmission projects. CECONY and O&R charge customers for energy delivery; CECONY also sells electricity and gas to customers who choose full service, generally recovering the cost of the energy without a margin. CECONY produces and delivers steam to customers in parts of Manhattan. Con Edison is headquartered in New York, New York.
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No SEC Form 4 filings for $ED in the last 30 days.
See all $ED insider activity →ETFs net sold $18.6M of Consolidated Edison (ED) shares on Tuesday, with XLU being the largest seller. Over 5 days, ETFs were net buyers 3 times. ED has a market cap of $44.2B, P/E of 19.07, and a 3.09% dividend yield, up 22.96% YTD. GuruFocus noted 7 warning signs for ED.
Utilities sector saw 140 wire items, 2.96x its average, with Sempra and Ameren reporting earnings growth. XLU ETF fell 0.71%. Analysts downgraded VST, FTS, AWK, and WTRG to neutral. Sempra raised capex plans; Ameren increased EPS guidance.
Barclays maintained its Underweight rating on Consolidated Edison but raised its price target to $108 from $106. The new target suggests an 11.1% downside from the Nov 5 close of $121.44. Recent analyst price targets for the company range from $87 to $134.
Over the past 7 days, AlphAI's AI scored 3 news stories mentioning ED (CONSOLIDATED EDISON INC). Coverage has skewed bearish: 0 bullish, 2 neutral, and 1 bearish.
Recent ED coverage spans financial news, sector analysis and earnings.
Net outflow of $18.6M suggests short‑term selling pressure on ED.
Stable earnings with narrowed guidance may keep stock steady.
Analyst target increase suggests modest upside potential.
Earnings miss on EPS may pressure the stock, though revenue beat could provide some support.
Long‑term capital spend may support earnings stability but has limited near‑term price effect.
AlphAI scores every news story that mentions ED with an AI model for sentiment and relevance, and aggregates insider trades from CONSOLIDATED EDISON INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
ETFs net sold $18.6M of Consolidated Edison (ED) shares on Tuesday, with XLU being the largest seller. Over 5 days, ETFs were net buyers 3 times. ED has a market cap of $44.2B, P/E of 19.07, and a 3.09% dividend yield, up 22.96% YTD. GuruFocus noted 7 warning signs for ED.
Utilities sector saw 140 wire items, 2.96x its average, with Sempra and Ameren reporting earnings growth. XLU ETF fell 0.71%. Analysts downgraded VST, FTS, AWK, and WTRG to neutral. Sempra raised capex plans; Ameren increased EPS guidance.
Barclays maintained its Underweight rating on Consolidated Edison but raised its price target to $108 from $106. The new target suggests an 11.1% downside from the Nov 5 close of $121.44. Recent analyst price targets for the company range from $87 to $134.
Consolidated Edison Inc. (ED) reported Q3 profit of $766M, or $2.06 per share, missing analyst estimates of $2.07 per share. Revenue was $4.91B, exceeding expectations of $4.77B. The company expects full-year earnings of $6.05-$6.15 per share.
Con Edison plans to invest $797 million to prepare for extreme weather through 2030. For 2026, the company expects adjusted EPS in a specified range. Management highlights strategic upgrades and regulatory agreements. The company filed its Q3 2026 Form 10-Q with the SEC.
Analysts upgraded Broadcom (AVGO) to Buy citing strong AI semiconductor revenue and SpaceX (SPCX) for 161% YOY revenue growth. Meta (META) was downgraded to Sell due to declining free cash flow margins, and Consolidated Edison (ED) to Hold for constrained EPS growth.
HSBC initiated coverage on Consolidated Edison (ED) with a Hold rating and a $104 price target, citing below-peer growth rates. The stock trades at $111.82, above the target and InvestingPro's Fair Value of $97.59. HSBC forecasts 6% dividend growth through 2030. Other analysts have mixed views, with Mizuho and Jefferies lowering their price targets.
Consolidated Edison (ED) is increasing electric grid investment by 70% in the current three-year period to meet rising demand from electrification of transportation and heating in New York City. The utility expects winter to become the peak-demand season by the mid-2040s. ED is building eight substations, including four in Brooklyn and Queens, each costing about $1 billion, to accommodate growing electricity needs.
Duke Energy (DUK) and Consolidated Edison (ED) both offer dividends around 3.8% and 3.5%, respectively, with recent annual raises of about 2%. Duke has higher debt but is investing in data centers, while ED focuses on New York's electrification. Both expect EPS growth and manageable payout ratios.
Consolidated Edison (ED) announced a quarterly dividend of $0.8875 per share, payable Dec. 15, 2026, to shareholders of record on Nov. 18, 2026. The payout aligns with the company's regular dividend policy, according to the company.
