DailyIQ
Last updatedjust now

ED·Consolidated Edison, Inc.

$107.83
+0.63 (+0.59%)
Overnight$107.50-0.33 (-0.31%)
High
$108.20
Open
$107.92
Market Cap
39.45B
52W High
$118.52
Low
$105.66
P. Close
$107.83
P/E
17.79
52W Low
$94.96
Fwd P/E
16.59
DailyIQ Est.
$104.27
Inst. Ownership
36.7%
Short Interest
3.21%
Days to Cover
5.2
Div. Yield
3.27%
Next Ex-Div
~Nov 18
Div. Growth
51+ yrs
Technical Score (1D)
44
BEARISH
News Sentiment
51
MIXED
On Oct 13, analysts noted that rising government bond yields and budget pressures were reshaping perceptions of regulated utilities, with Consolidated Edison (ED) singled out as one of three utilities that could benefit from the current rate environment. The article highlighted that higher bond income and equity pressure might make ED an attractive option for investors reassessing utility holdings. No specific guidance or earnings data for ED was provided in the piece. The analysis focused on portfolio reassessment rather than concrete financial metrics. The report suggested that investors might consider ED and similar utilities as potential opportunities amid the shifting economic backdrop.
LOW TARGET
$94 -12.6%
7 analysts
MEAN TARGET
$109 +1.7%
17 analysts
HIGH TARGET
$130 +20.9%
3 analysts
PRICE RANGE
$94.00 - $130.00
SB / B / H / S / SS
2/1/12/9/3
DAILYIQ EST.
$104.27 (-3.0%)
Sector
Utilities
Industry
Utilities - Regulated Electric
Exchange
NYQ
Country
United States
Symbol
ED
Description
Consolidated Edison, Inc. (ED) is a regulated utility company primarily serving the New York City metropolitan area. The company's core business involves the delivery of electricity, natural gas, and steam to a diverse customer base, including residential, commercial, industrial, and government entities. Operating through its subsidiaries, Consolidated Edison provides electric service to approximately 4 million customers and gas to over 1 million customers within its service territories. Furthermore, the company maintains a robust infrastructure, including transmission lines, substations, and distribution networks, to support its essential utility services. With a long history dating back to 1823, Consolidated Edison remains a key provider of energy infrastructure in a densely populated and economically significant region.
Bought (1Y)
2.081 shares
$221
Sold (1Y)
8,524 shares
$955K
RANGER MICHAEL W-
Award/Grant476.959 shares2026-09-30
Miller JosephVP & Controller
Buy1.05 shares2026-09-15
Andrews Kirkland BSVP & CFO
Tax Withholding8,524 shares2026-07-08
Farhadian Weinstein Tali-
Award/Grant1,277 shares2026-07-01
RANGER MICHAEL W-
Award/Grant440.658 shares2026-06-30
70/ 100
Bullish
Overall: Bullish
✓Revenue growing year over year
✓Positive net margin
✓Positive operating cash flow
Net Margin
11.9%
Revenue CAGR
1.7%
Current Ratio
1.02x
Debt / Equity
1.07x
Return on Equity
8.4%
Earnings Summary
Consolidated Edison, Inc. (ED) is a regulated utility serving the New York City metropolitan area with electricity, natural gas, and steam to roughly 4 million electric and 1 million gas customers, operating through a network of transmission lines, substations and distribution infrastructure. As a core player in the regulated electric utilities sector, its performance is closely tied to rate‑setting and infrastructure investment cycles. In the most recent quarters, Q4 2025 revenue rose to $3.995 billion from $3.690 billion in Q4 2024, while EPS fell slightly to $0.89 from $0.98, indicating a modest revenue acceleration but a slight earnings deceleration. The company beat estimates in Q1 2025 and Q3 2025 but missed in Q4 2025 and Q1 2026, showing a mixed pattern of earnings surprises. Historically, ED has maintained a steady YoY revenue growth trajectory, with revenue increasing year‑over‑year in each of the last four quarters, yet EPS has fluctuated, reflecting the impact of regulatory cost adjustments and capital expenditures. Recent news highlights a range of analyst views: BofA lowered its price target citing rising regulatory costs, while Wells Fargo upgraded the stock, and Scotiabank trimmed its target, underscoring a divided outlook on the utility’s growth prospects.

EPS

EstBeatMiss
$0.41$0.95$1.50$2.05$2.60Q2'25Q3'25Q4'25Q1'26Q2'26Q3'26
QtrEstActual+/−
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

EstBeatMiss
$3.3B$3.9B$4.5B$5.1B$5.6BQ2'25Q3'25Q4'25Q1'26Q2'26Q3'26
QtrEstActual+/−
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 -

Market Data

ED Stock Snapshot

NEUTRAL44/100
$107.50−$0.33 (0.3%)
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
52-week range+13.2% off low · -9.3% from high
$94.96$118.52
Price $107.50 DailyIQ Est. $104.27

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

Options Market

What is the options market pricing for ED?

CallsPuts

For Consolidated Edison, Inc.'s nearest expiry (2026-11-20, 37 days out), open interest is call-heavy, a bullish tilt (put/call ratio of 0.40), with at-the-money implied volatility around 1.6%. The options market is pricing roughly a ±0.5% move by that expiry — a range of about $106.60–$107.66.

Put/call ratio (2026-11-20)
0.40
ATM implied volatility
1.6%
Total open interest
7
Expected move by 2026-11-20
±0.5% ($106.60–$107.66)

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
DateFirmActionRatingPrice target
Oct 13, 2026KeybancMaintainedUnderweight$94 → $87
Oct 1, 2026Wells FargoUpgradeEqual-Weight → Overweight$108 → $118
Sep 18, 2026Morgan StanleyMaintainedUnderweight$101 → $97
Aug 21, 2026Morgan StanleyMaintainedUnderweight$105 → $101
Aug 17, 2026Evercore ISI GroupMaintainedIn-Line$116 → $112
Aug 7, 2026Wells FargoMaintainedEqual-Weight$106 → $108
Aug 7, 2026BarclaysMaintainedUnderweight$112 → $106
Jul 23, 2026KeybancMaintainedUnderweight$97 → $94
Jun 2, 2026MizuhoDowngradeOutperform → Neutral$105
May 11, 2026BarclaysMaintainedUnderweight$110 → $107
Apr 21, 2026Morgan StanleyMaintainedUnderweight$106 → $105
Apr 21, 2026KeybancMaintainedUnderweight$96 → $97

Peers & ETF holders

ED peers & ETF holders

News Sentiment Analysis

Sentiment gathered from recent headlines

51/100
Strong NegativeNeutralStrong Positive
MIXED

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles
What did this article say?
The article examined how rising government bond yields and budget pressures were affecting the perceived safety of regulated utilities. It highlighted Consolidated Edison (ED) as one of three utilities potentially benefiting from the rate environment. The piece suggested that investors might consider ED and similar utilities as attractive options amid higher bond income and equity pressure. No specific guidance or earnings data was provided. The analysis focused on portfolio reassessment rather than concrete financial metrics.
What did this article say?
Keybanc analyst Sophie Karp downgraded Consolidated Edison to an Underweight stance and reduced the price target from $94 to $87 on October 13. The downgrade reflects concerns over the company’s earnings outlook and competitive pressures in the utility sector. The rating change signals a negative view on the firm’s near‑term prospects, potentially impacting investor sentiment and trading activity.
What did this article say?
The article compares the year‑to‑date performance of Consolidated Edison (ED) with CenterPoint Energy (CNP) within the utilities sector. It notes that ED’s returns are being evaluated against the sector average and CNP’s Zacks Rank of #2 (Buy). No material earnings guidance or corporate action is disclosed, and the piece serves primarily as a performance benchmark. The comparison offers investors a context for assessing ED’s relative strength but does not signal a directional move for the stock.
What did this article say?
Evercore ISI reduced its price target for Consolidated Edison (ED) to $112 from $116, reflecting a modest downward revision. The change follows the company’s current average rating of hold and a mean target of $108.63 among analysts polled by FactSet. The adjustment signals a slight concern over ED’s near‑term earnings outlook, though the company remains on a hold stance. This move may influence investor sentiment and trading activity around the stock.
What did this article say?
Consolidated Edison announced a five‑year plan to invest $38 billion in electrification and grid modernization across its New York service territory. The plan anticipates electric‑capacity requests to rise about 20% above historical levels, supporting regulated earnings growth under approved rate frameworks. The investment signals a capital‑heavy infrastructure build while maintaining modest growth expectations. It reinforces the narrative of a regulated utility leaning into large infrastructure spending. The move positions ED for future earnings resilience amid a broader electrification push.
What did this article say?
Mizuho Securities reduced its price target for Consolidated Edison (ED) to $108 from $113, reflecting a modest downgrade in expectations. The firm maintains a hold rating, citing concerns over the company’s future earnings growth and regulatory environment. The adjustment signals a cautious outlook for ED’s valuation in the near term.
What did this article say?
Consolidated Edison (ED) outlined a five‑year, $38 billion investment program focused on electrification, grid modernization, reliability, and climate resilience in New York. The plan targets a 20 % increase in electric‑capacity requests, driven by building and transportation electrification, and is expected to support an 8.7 % annual earnings growth. The initiative is backed by regulated rate plans and capital investment from the CECONY program.
What did this article say?
Consolidated Edison (ED) outlined its strategy for a clean energy transition and significant infrastructure investments during its October 6 investor relations update. The company emphasized a shift toward renewable sources, enhanced grid modernization, and expanded customer energy solutions. Management highlighted the expected long‑term benefits of reduced emissions and improved reliability. The presentation also detailed capital allocation plans and projected cost savings from new technologies. Overall, the guidance signals a positive, albeit incremental, move toward sustainability.
What did this article say?
Jefferies reduced its price target for Consolidated Edison (ED) from $121 to $105 while keeping a hold rating. The downgrade reflects concerns about the company’s future earnings potential and competitive pressures in the utilities sector. The new target represents a significant downward revision, indicating a material negative outlook for the stock. The rating change is expected to influence investor sentiment and could pressure the share price. The adjustment underscores Jefferies’ view that ED’s valuation is overextended relative to its growth prospects.
What did this article say?
On October 6, 2026, Consolidated Edison released a slide deck outlining its strategy for transitioning to clean energy and expanding infrastructure investments. The presentation highlighted planned upgrades to the grid, investment in renewable generation, and a roadmap for reducing carbon emissions. The company emphasized its commitment to meeting regulatory targets and improving reliability for customers. These initiatives are expected to strengthen long‑term growth prospects and support the company’s sustainability goals.

Technical Analysis

Real-time indicators across multiple timeframes

44
NEUTRAL
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Institutional & Hedge Fund Ownership
25 tracked managers · $14.35B combined position · 17 adding, 8 trimming, 0 unchanged (latest 13F filings)
ManagerTrendShares Held% of Co.Position ValueFiled
BlackRock, Inc.▲ Buy41,665,82911.35%$4.61B2026-08-07
Vanguard Group Inc▲ Buy45,636,04112.44%$4.53B2026-01-29
Geode Capital Management, LLC▲ Buy10,685,7322.91%$1.18B2026-08-12
Morgan Stanley▲ Buy5,518,0741.50%$610.46M2026-08-13
Norges Bank▼ Sell4,671,2711.27%$516.78M2026-08-12
Northern Trust Corp▲ Buy3,972,3401.08%$439.46M2026-08-13
Invesco Ltd.▲ Buy3,726,4511.02%$412.26M2026-08-14
AQR Capital Management LLC▲ Buy3,557,0800.97%$393.52M2026-08-14
Goldman Sachs Group Inc▲ Buy3,396,2060.93%$375.72M2026-08-14
JPMorgan Chase & Co▼ Sell2,072,0530.56%$232.67M2026-08-12
Citadel Advisors LLC▲ Buy1,978,9080.54%$218.93M2026-09-02
FMR LLC (Fidelity)▲ Buy1,749,5130.48%$193.55M2026-08-13
Bank of America Corp▼ Sell1,347,4660.37%$149.07M2026-08-14
Two Sigma Investments, LP▲ Buy935,9000.26%$103.54M2026-08-14
Bridgewater Associates, LP▲ Buy623,6410.17%$68.99M2026-08-14
Citigroup Inc▲ Buy614,3080.17%$67.96M2026-08-03
D. E. Shaw & Co., Inc.▼ Sell546,3590.15%$60.44M2026-08-14
Renaissance Technologies LLC▲ Buy507,6000.14%$56.16M2026-08-13
AllianceBernstein L.P.▼ Sell404,1130.11%$45.74M2026-08-14
Wells Fargo & Company▲ Buy383,1690.10%$42.39M2026-08-14
Prudential Financial Inc▼ Sell183,5680.05%$20.31M2026-08-12
Gotham Asset Management, LLC▼ Sell80,4510.02%$8.90M2026-08-14
Janus Henderson Group plc▲ Buy55,9480.02%$6.33M2026-05-18
Neuberger Berman Group LLC▲ Buy50,2500.01%$5.56M2026-08-13
Susquehanna International Group, LLP▼ Sell44,0200.01%$4.87M2026-08-14
Q2 2026 flow:5.97M sh bought ($660.33M)1.32M sh sold ($147.52M)net +4.65M sh (+$512.82M)
Congressional Trading Activity
1 disclosed trades · ~$8.0K est. traded value · 0 buys, 1 sells
MemberChamberStateTypeAmountTradedFiled
Rob BresnahanHousePA08▼ Sell$1K - $15K2025-05-152025-06-09