Consolidated Edison, IncNYSE: ED
Utilities · Multi-Utilities
$110.85
-0.57%
Vol: 1.1M
Research Digest
Friday, May 1, 2026
Con Edison declared 88.75-cent quarterly dividend and will report Q1 2026 earnings May 7, with strong 2026 EPS growth projected at 6.3% year-over-year.
Consolidated Edison declared a quarterly dividend of 88.75 cents per share, payable June 15, 2026. The company reports Q1 2026 earnings May 7 after market close. 2025 net income was $2.023 billion ($5.66/share) versus $1.820 billion ($5.26/share) in 2024, representing 11.15% earnings growth. Revenue increased 10.89% to $16.92 billion. Analysts project 2026 EPS of $6.06, a 6.3% year-over-year increase. Current stock price $111.12 shows 3.09% dividend yield.
Previous Market Intelligence
13 daysApr 30Con Edison reports dividend raise and expects 6.3% EPS growth in 2026Positive▶
Consolidated Edison reported 2025 net income of $2,023 million or $5.66 per share, up from $5.26 in 2024. The company declared a quarterly dividend of 88.75 cents per share, payable June 15, 2026. Con Edison maintains a 3.09% dividend yield and benefits from substantial infrastructure investments, with analysts predicting 2026 EPS of $6.06, signaling 6.3% year-over-year growth. The company will report Q1 2026 earnings on May 7, 2026.
Apr 29Consolidated Edison declares 88.75 cents dividend, guides 2026 EPS $6.06 +6.3% YoYNeutral▶
Consolidated Edison declared a quarterly dividend of 88.75 cents per share payable June 15, 2026. The utility reported 2025 net income of $2,023M ($5.66/share) vs $1,820M ($5.26/share) in 2024. Analysts predict 2026 EPS of $6.06, signaling 6.3% YoY increase. The company will report Q1 2026 earnings on May 7. Consolidated Edison benefits from substantial infrastructure investments and maintains a 3.09% dividend yield. Analyst consensus is "Hold" with 12-month price target of $107.0, a -2.95% downside from current $111.12. The stock is up 11% YTD, outpacing the Utilities sector.
Apr 16Consolidated Edison plans Q1 2026 earnings release on May 7 with capital expansion and renewable energy investments continuing.Neutral▶
Con Edison reported 2025 net income of $2,023 million ($5.66/share) versus $1,820 million ($5.26/share) in 2024. Quarterly dividend of $0.8875/share was declared. Company faces challenges including recent Morgan Stanley downgrade and Mountain Valley Pipeline divestment. Q1 2026 earnings expected May 7. Analysts expect 2026 EPS of $6.06, reflecting 6.32% YoY growth. Average analyst rating is Hold.
Apr 15Consolidated Edison stock up 15.2% YTD outpacing utilities sector; Zacks Rank upgraded to #2 Buy with 6.3% projected 2026 EPS growth.Positive▶
Consolidated Edison outperformed the utilities sector with 15.2% year-to-date gains. Zacks assigned #2 Buy rank with full-year 2026 EPS expected at $6.06 (6.3% YoY growth). Company is divesting Mountain Valley Pipeline stake while investing in renewable energy. Q1 earnings due May 7.
Apr 14No significant overnight updatesNeutral▶
Apr 13Consolidated Edison outperforms utilities sector with 15.2% year-to-date gains; Q1 earnings due May 7.Mixed▶
Consolidated Edison has gained 15.2% year-to-date, outperforming the Utilities sector average. The company spent $5 billion on capital investments in 2025 with $38 billion capex plans for 2026-2030. Stock at $113.56 with 3.09% dividend yield. Morgan Stanley downgraded citing concerns about flat returns on capital. Q1 2026 earnings expected May 7. Average analyst rating is Hold with price target of $107.5.
Apr 10Consolidated Edison outperforms utilities sector YTD with strong 15.2% gains and improving analyst sentiment ahead of Q1 earnings on May 7.Positive▶
ED has returned 15.2% year-to-date, outpacing the utilities sector average of 10%. The Zacks Consensus Estimate for full-year earnings has moved 1.2% higher over the past 90 days. Q1 2026 earnings report scheduled for May 7 after market close. No specific breaking news events on April 9-10.
Apr 9Consolidated Edison raises 2026 guidance after strong Q4; dividend up 15 cents annuallyPositive▶
Consolidated Edison reported 2025 net income of $2,023M ($5.66/share) vs $1,820M ($5.26/share) in 2024. Company declared quarterly dividend of $0.8875/share (annualized increase of 15 cents) and announced public offering of 7M common shares. Multiple analyst price target increases followed strong Q4 results and new credit facility. Q1 2026 earnings report scheduled May 7.
Apr 8No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 7Con Ed tightens 2026 EPS guide to $6.00-6.20; raises dividend to $0.8875.Positive▶
Con Ed 2025 net income $2.023B ($5.66 EPS), beat estimates 4.71%. 2026 EPS guide $6.00-6.20 with 6-7% 5-year CAGR. Dividend +$0.15. Argus PT $118 (Buy). Capex $6.595B 2026, $6.759B 2027. Stock $115.51.
Apr 6Consolidated Edison Mixed Signals; Morgan Stanley Issues Sell RatingNeutral▶
Consolidated Edison is trading at $115.43 as of April 4, 2026, within its 52-week range of $94.96-$116.23. Morgan Stanley released a Sell rating on March 23, 2026, with price target raised to $106 from $102, reflecting mixed analyst sentiment with 3 Buy and 7 Sell recommendations. The company secured a new $3.5 billion credit facility in March 2026 and announced a public offering of 7 million common shares in February 2026. 2025 revenue was $16.92 billion, up 10.89% year-over-year. The average 12-month price target is $110.88 with a high estimate of $130 and low of $95.
Apr 3Argus raises price target to $118 on regulatory rate increase expectations; next earnings April 30.Mixed▶
Consolidated Edison trades at $115.43 with strong analyst activity. Argus raised its price target from $108 to $118 maintaining Buy, citing positive regulatory rate increase developments. The stock carries a 3.0% dividend yield and P/E of 20.20. Upcoming earnings April 30. Morgan Stanley recently downgraded the stock. Mixed analyst sentiment with three Buy and seven Sell recommendations.
Apr 2Consolidated Edison sees mixed analyst sentiment with Argus Buy upgrade at $118 target, offset by Morgan Stanley Sell downgrade.Mixed▶
Consolidated Edison reported trading at $115.43, up modestly overnight. Argus raised its price target to $118 from $108 with a Buy rating, citing regulatory rate increases and company guidance. However, Morgan Stanley recently issued a Sell rating citing valuation concerns and flat capital returns. The company expects adjusted earnings of $6.00-$6.20 per share and plans $38 billion in capital investments over 2026-2030.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| NEENEXTERA | $97.22 | -0.67% | +5.5% | 22.3x | 0.73 | $204.1B |
| SRESEMPRA | $94.87 | -0.26% | -3.0% | 17.2x | 0.68 | $62.1B |
| DDOMINION | $63.83 | -1.04% | +3.7% | 16.9x | 0.66 | $56.7B |
| XELXCEL | $82.67 | -0.34% | +3.2% | 18.3x | 0.44 | $51.8B |
| EDCONSOLIDATED | $110.85 | -0.57% | -2.7% | 17.2x | 0.34 | $41.1B |
| PCGP | $16.47 | -0.90% | -5.9% | 9.2x | 0.34 | $36.6B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price between 50d and 200d. Testing 50d support.