Skip to main content

LIVE

ED

Consolidated Edison, Inc.

ED

NYSE·Utilities·Regulated Electric·Mkt cap $39.5B

$107.29

-1.34%

P/E

17.62

Mkt Cap

$39.5B

52-Wk Range

$94.96–$116.23

52-Week Range

$94.96 - $116.23

P/E

17.62

Fwd P/E

17.58

Beta

0.26

Div Yield

3.27%

Avg Vol

2.4M

Shares Out

368.5M

Mkt Cap

$39.5B

Price action

Price chart

Up 11.0% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Established Regional Monopoly
  • Regulated Market Protection
  • Critical Infrastructure Assets
  • Experienced Management Team

Bear Case

1 risk

  • Low volatility (beta 0.3).

Growth

Stable outlook

Renewable Energy Expansion

Value

Fairly valued vs Electric Utilities peers

Momentum

Stable

+2.9% over 3m

Quality

Excellent

Strong fundamentals

Dividend

Solid

3.27% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 29, 2026

Q3 26 RECAP

AUG 6, 2026

Reported EPS of $0.83 vs $0.76 consensus (+9.8% surprise). Revenue of $4.1B vs $3.6B expected (+13.1%). Beat on both top and bottom lines.

EPS beat +9.8%
Rev beat +13.1%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+9.8%

Revenue trend · last 8Q

+7%

+12%

+12%

+11%

+9%

+6%

+13%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$4.1B

$3.7B

$4.8B

$3.6B

$4.5B

$4.0B

$5.1B

$4.1B

Margins · last 8Q

Gross

78.0%

Operating

13.6%

Profit

7.6%

Wall Street consensus

5 analysts · 20% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

20%

Hold

1

20%

Sell

3

60%

Median Price Target

Latest: Evercore · Aug 17, 2026

vs Industry

How ED stacks vs Regulated Electric

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.