ED·Consolidated Edison, Inc.
ED|Analyst Targets
ED|Company Info
ED|Insider Trading
ED|Fundamentals
ED|Earnings Snapshot
EPS
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q3'26 | $1.99 | - | - |
| Q2'26 | $0.78 | $0.83 | +7.0% |
| Q1'26 | $2.34 | $2.17 | -7.4% |
| Q4'25 | $0.98 | $0.89 | -8.8% |
| Q3'25 | $1.75 | $1.90 | +8.3% |
| Q2'25 | $0.66 | $0.67 | +1.8% |
Revenue
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q3'26 | $4.9B | - | - |
| Q2'26 | $3.7B | $4.1B | +9.8% |
| Q1'26 | $5.4B | $5.1B | -5.3% |
| Q4'25 | $3.7B | $4.0B | +7.4% |
| Q3'25 | - | $4.5B | - |
| Q2'25 | - | $3.6B | - |
ED|Monthly Returns
Market Data
ED Stock Snapshot
- Market cap
- 39.45B
- P/E ratio
- 17.8
- Day range
- $105.66 – $108.20
- News sentiment
- 51/100 · Neutral
- Analyst target
- $109.34 (+1.7%)
- Consensus
- Hold · 27 analysts
Consolidated Edison, Inc. is consolidating: price is in the middle of its 52-week range without a decisive push either way. Earnings and guidance carry more weight than macro data at this capitalisation.
Behaviour On Record
What ED's own history says about today's numbers
- Realized volatility (21d)
- 13.9% 26th pct
- Below its peak
- -8.1%
- vs 200-day average
- -1.8%
- Up days (1y)
- 50%
Consolidated Edison, Inc. is currently running 13.9% annualised volatility over the last 21 sessions. Measured against ED's own 13 years of daily returns rather than a market-wide average, that is the 26th percentile — on the quiet side for this stock, against a typical reading of 16.7%. The distinction matters because a number that looks calm for one stock is turbulent for another, and the absolute figure on its own tells you neither.
ED is trading -8.1% below its running peak. Across 12 full years on file, its median worst-drawdown-in-a-year was -16.0%, and the deepest was -31.0% in 2020. The current pullback is therefore shallower than what this stock gives back in a typical year, which is context worth having before treating it as a dislocation.
Price sits -1.8% from its 200-day moving average. Against every other day in its history, that gap ranks at the 27th percentile — a narrower gap than it typically runs. Over the past year ED closed higher on 50% of sessions, and it is currently 2 sessions into a rising streak.
On October specifically: over 13 years of records, ED finished the month higher 9 of 13 times, with a median return of +1.0% and an average of +2.3%. Its strongest month historically has been March at +3.6% on average, its weakest May at -1.7%. Seasonality is a weak signal on its own — a decade is a small sample and regimes change — but it is a real distribution rather than a rule of thumb.
Overnight risk is measurable too: ED has opened more than 2% away from the prior close in 42 of 3,266 sessions (1.3% of the time), with the largest gaps running +4.1% and -5.2%. For anyone holding through an event, that rate is a better guide to overnight exposure than the intraday range.
Across the last 3 dated reports on file, ED moved an average of 0.9% in the session after earnings, closing higher 0 of those 3 times, with a median move of -0.9% and a largest of -1.7%.
All figures computed from 3,267 daily closes between 2013-10-14 and 2026-10-09, split-adjusted, recomputed daily. Percentiles are against ED's own 13-year history, not a peer group or index.
Sector Rotation
Is money rotating into or out of ED's sector?
Consolidated Edison, Inc. sits in the Utilities sector, currently ranked 5th of 12 GICS sectors by relative-strength rotation score (improving).
- Sector rank
- #5 of 12
- Sector state
- Improving
- Sector rotation score
- 55
Analyst Rating Changes
Are analysts turning bullish or bearish on ED?
Keybanc most recently reiterated its rating on Consolidated Edison, Inc. to Underweight on Oct 13, 2026 with a price target of $87 (from $94). Over the last 90 days, coverage has run 1 upgrade against 0 downgrades, a net bullish lean.
- Latest action
- Keybanc — Underweight
- 90-day upgrades
- 1
- 90-day downgrades
- 0
- Net rating momentum
- +1
Peers & ETF holders
ED peers & ETF holders
Utilities - Regulated ElectricMarket cap · today
News Sentiment Analysis
Sentiment gathered from recent headlines
Recent News Coverage
Most recent articles, ranked by recency (click to expand).
Technical Analysis
Real-time indicators across multiple timeframes
| Manager | Trend | Shares Held | % of Co. | Position Value | Filed |
|---|---|---|---|---|---|
| BlackRock, Inc. | ▲ Buy | 41,665,829 | 11.35% | $4.61B | 2026-08-07 |
| Vanguard Group Inc | ▲ Buy | 45,636,041 | 12.44% | $4.53B | 2026-01-29 |
| Geode Capital Management, LLC | ▲ Buy | 10,685,732 | 2.91% | $1.18B | 2026-08-12 |
| Morgan Stanley | ▲ Buy | 5,518,074 | 1.50% | $610.46M | 2026-08-13 |
| Norges Bank | ▼ Sell | 4,671,271 | 1.27% | $516.78M | 2026-08-12 |
| Northern Trust Corp | ▲ Buy | 3,972,340 | 1.08% | $439.46M | 2026-08-13 |
| Invesco Ltd. | ▲ Buy | 3,726,451 | 1.02% | $412.26M | 2026-08-14 |
| AQR Capital Management LLC | ▲ Buy | 3,557,080 | 0.97% | $393.52M | 2026-08-14 |
| Goldman Sachs Group Inc | ▲ Buy | 3,396,206 | 0.93% | $375.72M | 2026-08-14 |
| JPMorgan Chase & Co | ▼ Sell | 2,072,053 | 0.56% | $232.67M | 2026-08-12 |
| Citadel Advisors LLC | ▲ Buy | 1,978,908 | 0.54% | $218.93M | 2026-09-02 |
| FMR LLC (Fidelity) | ▲ Buy | 1,749,513 | 0.48% | $193.55M | 2026-08-13 |
| Bank of America Corp | ▼ Sell | 1,347,466 | 0.37% | $149.07M | 2026-08-14 |
| Two Sigma Investments, LP | ▲ Buy | 935,900 | 0.26% | $103.54M | 2026-08-14 |
| Bridgewater Associates, LP | ▲ Buy | 623,641 | 0.17% | $68.99M | 2026-08-14 |
| Citigroup Inc | ▲ Buy | 614,308 | 0.17% | $67.96M | 2026-08-03 |
| D. E. Shaw & Co., Inc. | ▼ Sell | 546,359 | 0.15% | $60.44M | 2026-08-14 |
| Renaissance Technologies LLC | ▲ Buy | 507,600 | 0.14% | $56.16M | 2026-08-13 |
| AllianceBernstein L.P. | ▼ Sell | 404,113 | 0.11% | $45.74M | 2026-08-14 |
| Wells Fargo & Company | ▲ Buy | 383,169 | 0.10% | $42.39M | 2026-08-14 |
| Prudential Financial Inc | ▼ Sell | 183,568 | 0.05% | $20.31M | 2026-08-12 |
| Gotham Asset Management, LLC | ▼ Sell | 80,451 | 0.02% | $8.90M | 2026-08-14 |
| Janus Henderson Group plc | ▲ Buy | 55,948 | 0.02% | $6.33M | 2026-05-18 |
| Neuberger Berman Group LLC | ▲ Buy | 50,250 | 0.01% | $5.56M | 2026-08-13 |
| Susquehanna International Group, LLP | ▼ Sell | 44,020 | 0.01% | $4.87M | 2026-08-14 |
| Member | Chamber | State | Type | Amount | Traded | Filed |
|---|---|---|---|---|---|---|
| Rob Bresnahan | House | PA08 | ▼ Sell | $1K - $15K | 2025-05-15 | 2025-06-09 |