CONSOLIDATED EDISON INC
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No SEC Form 4 filings for $ED in the last 30 days.
See all $ED insider activity →Analysts updated ratings and price targets for several companies. GitLab (GTLB) was upgraded to market perform, Dell (DELL) raised to $617, DocuSign (DOCU) to $75, and Palo Alto Networks (PANW) to $420. Others saw downgrades or target reductions, including Toast (TOST) and PG&E (PCG).
Citi analyzed 30-day implied volatility for utility stocks ahead of Q3 2026. PG&E, NRG Energy, Constellation Energy, Edison International, and Ormat Technologies showed elevated levels. NRG Energy's volatility increased, while others declined. Consolidated Edison had the lowest volatility. Legislative outcomes and policy uncertainty influenced volatility levels.
Morgan Stanley reduced its price target for Consolidated Edison (ED) from $105 to $101, maintaining an underweight rating. The stock has seen a 9.05% year-to-date increase. JPMorgan also adjusted its target, lowering it from $115 to $112.
Over the past 7 days, alphai's AI scored 2 news stories mentioning ED (CONSOLIDATED EDISON INC). Coverage has skewed bearish: 0 bullish, 1 neutral, and 1 bearish.
Recent ED coverage spans earnings, financial news and sector analysis.
Target cut may pressure ED stock.
Low volatility suggests limited near‑term price movement.
Morgan Stanley reduced its price target for Consolidated Edison (ED) from $105 to $101, maintaining an underweight rating. The stock has seen a 9.05% year-to-date increase. JPMorgan also adjusted its target, lowering it from $115 to $112.
Higher developer cost and more stringent siting rules could slow Con Ed-linked storage project pipelines and shift demand toward better-located projects.
Defensive earnings stability and reaffirmed guidance are supportive, but the article frames the setup as balanced (Zacks Rank #3 Hold).
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.
Analysts updated ratings and price targets for several companies. GitLab (GTLB) was upgraded to market perform, Dell (DELL) raised to $617, DocuSign (DOCU) to $75, and Palo Alto Networks (PANW) to $420. Others saw downgrades or target reductions, including Toast (TOST) and PG&E (PCG).
2 min readCiti analyzed 30-day implied volatility for utility stocks ahead of Q3 2026. PG&E, NRG Energy, Constellation Energy, Edison International, and Ormat Technologies showed elevated levels. NRG Energy's volatility increased, while others declined. Consolidated Edison had the lowest volatility. Legislative outcomes and policy uncertainty influenced volatility levels.
2 min readMorgan Stanley reduced its price target for Consolidated Edison (ED) from $105 to $101, maintaining an underweight rating. The stock has seen a 9.05% year-to-date increase. JPMorgan also adjusted its target, lowering it from $115 to $112.
1 min readDemand for US grid-scale batteries has risen as electricity use grows, but interconnection delays are increasing due to grid upgrade bottlenecks and shortages of transformers, breakers and labor. Consolidated Edison reports a 300% rise in queued storage. PG&E cites up to four-year breaker lead times and delays for 450 MW and 800 MW projects. Regulators are adjusting queue rules.
6 min readThe article reviews post-earnings outlooks for four “Dividend Kings”: Becton Dickinson (BDX), Consolidated Edison (ED), Emerson Electric (EMR), and Parker-Hannifin (PH). It cites quarterly results, cash flow, and updated FY26 guidance. BDX reported Q3 adjusted EPS $3.23 vs $3.14, ED Q2 EPS 83c vs 74c, EMR Q3 EPS $1.71 vs $1.68, and PH FY4 EPS $9.27 vs $8.29.
7 min readGoldman Sachs raised its price target on Consolidated Edison to $106 from $105 and kept a Sell rating, according to the firm. The article also notes Barclays adjusted its Consolidated Edison target to $106 from $112.
2 min readEdison CEO Nicola Monti said QatarEnergy has not yet provided updated LNG impact notifications to Edison after Iran attacks. Monti attributed a supply pause until mid-June mainly to a Strait of Hormuz shipping blockade, while damage from the attacks, earlier cited by QatarEnergy as knocking out 17% of LNG capacity, was still being assessed. Edison has a long-term 6.4 bcm/year gas contract with QatarEnergy.
3 min readConsolidated Edison reported Q2 2026 net income of $308 million, up from $246 million, with EPS rising to $0.83 from $0.68. Adjusted results matched. CECONY drove the gain via higher electric and gas rate bases and billing timing. Con Edison reaffirmed full-year 2026 adjusted EPS guidance of $6.00 to $6.20.
4 min readConsolidated Edison (NYSE: ED) reported 2026 Q2 net income for common stock of $308 million, or $0.83 per share, versus $246 million, or $0.68 per share in Q2 2025. Adjusted earnings were $308 million, or $0.83 per share, versus $240 million, or $0.67 per share. For 2026, it reaffirmed adjusted EPS guidance of $6.00 to $6.20.
3 min readCONSOLIDATED EDISON INC (ED) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Media Relations Consolidated Edison, Inc. 212 460 4111 (24 hours) 4 Irving Place New York, NY 10003 www.conEdison.com FOR IMMEDIATE RELEASE Contact: Allan Drury August 6, 2026 212-460-4111 CON EDISON REPORTS 2026 SECOND QUARTER EARNINGS NEW YORK - C onsolidated Ediso
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