ED

Consolidated Edison
D

ED

Arincen37/100B

If you had invested in Consolidated Edison ago, it would be worth $2,378 today, against $4,096 in SPY and $6,368 in QQQ.

ArincenArincen ScoreBeta

37/100

Six parts of the company, five checks each, from its own reported figures. A part scores the checks it passes out of 10; the score is their average out of 100.

Profitability6

Plus shows the checks behind each part of the score, what passed, what failed and the figure it read, for every stock.

Cash2

Plus shows the checks behind each part of the score, what passed, what failed and the figure it read, for every stock.

Valuation0

Plus shows the checks behind each part of the score, what passed, what failed and the figure it read, for every stock.

Growth10

Plus shows the checks behind each part of the score, what passed, what failed and the figure it read, for every stock.

Financial strength2

Plus shows the checks behind each part of the score, what passed, what failed and the figure it read, for every stock.

Shareholders2

Plus shows the checks behind each part of the score, what passed, what failed and the figure it read, for every stock.

Figures to FY2025; the price as of today.

Consolidated Edison key facts

Style
Dividend stock · 7.4/10Growth 3.7 · Value 5.3 · Dividend 7.4
Day range
119.710 – 120.530
52-week range
94.960 – 122.750
Market capitalization
44.52B USD
P/E
19.10
PEG ratio
2.70
EPS
6.28
Div Yield
2.96%
EPS growth forecast (FY2026)
+7.0%
Volume
6,928
Beta
0.25
ESG score
67.2/100Environment 67 · Social 65 · Governance 69
Sector
Utilities
Industry
Regulated Electric
CEO
Timothy Cawley
Employees
15K
IPO date
15 Feb 2001

Consolidated Edison earnings

Next earnings · Q4 FY2026
EPS estimate
1.03 USD
Revenue estimate
4.10B USD
Last quarter · Q3 FY2026
EPS2.07Beat +2.0%Revenue4.91BBeat +3.5%

Revenue

ReportedEstimate

EPS

ReportedEstimate
PeriodReport dateEPS estimateReported EPSSurpriseEPS growthRevenue estimateReported revenueSurpriseRevenue growth
Q4 FY20261.03——+15.73%4.10B——+2.58%
Q3 FY20262.032.07+1.97%+8.95%4.75B4.91B+3.46%+8.45%
Q2 FY20260.760.83+9.79%+23.88%3.60B4.07B+13.11%+13.18%
Q1 FY20262.282.17-4.82%-3.56%5.22B5.10B-2.42%+6.19%
Q4 FY20250.860.89+3.97%-9.18%3.61B4.00B+10.60%+8.89%
Q3 FY20251.741.90+9.20%+13.10%4.22B4.53B+7.44%+10.70%
Q2 FY20250.640.67+4.52%+13.56%3.46B3.60B+3.85%+11.65%

Analysts' estimates for FY2026 over the last 7 days:EPS Revenue How the estimates moved

Consolidated Edison analyst forecast

12-month price target
105.40 USD
-12.14%

Analysts' 1-year price targets range from 87.00 to 118.00, with an average of 105.40.

Past year
1-year forecast
Strong sellStrong buy
Hold
10 ratings
Buy
1
Hold
5
Sell
4

12-month price target

Highest target118.00
Average target105.40
Lowest target87.00
Current price119.96

Consolidated Edison valuation

Price to earnings ratio (TTM)
19.10
Forward P/E (FY2026)
19.64
Price to sales (TTM)
2.46
Price to book
1.69
EV / EBITDA (TTM)
10.94

Capital structure

Market capitalization
44.52B USD
+
Total debt
27.99B USD
−
Cash and short-term investments
100.00M USD
=
Enterprise value
72.41B USD

Valuation over time

P/EForward P/EForward P/E · EstimateEstimate
Fiscal yearP/EForward P/EP/SP/BEV/EBITDA
FY2028 (est.)17.32————
FY2027 (est.)18.4717.32———
FY2026 (est.)19.6418.47———
Now (TTM)19.1018.622.461.6910.94
FY202517.5515.682.101.4710.18
FY202416.9615.682.021.4110.47
FY202312.5616.982.161.499.15
FY202220.3718.932.161.6311.02
FY202122.1018.772.171.4812.37

Consolidated Edison against its own history

Each figure in the latest fiscal year against the same figure from FY2021 to FY2025: the range, its median (the line) and the latest (the dot, green on the good side of the median). The P/E is today's against its daily readings of five years.

Its peers: Entergy Louisiana, LLC COLLATERAL TR MT, Exelon, WEC Energy Group, Xcel Energy, Entergy, and Public Service Enterprise Group, the US Regulated Electric companies closest to it in size, each in its own latest fiscal year: their median (the line) and its rank among them, first being the best.

  • P/E (today)Above its median19.1
    11.725.9
  • Gross marginAt its median62.0%
    61.0%65.0%
    Against its peers: 3 of 7Peers' median 48.9%
  • Operating marginBelow its median17.3%
    16.7%21.8%
    Against its peers: 7 of 7Peers' median 23.9%
  • Net marginAbove its median12.0%
    9.8%17.2%
    Against its peers: 6 of 7Peers' median 13.7%
  • Return on equityAbove its median8.4%
    6.7%11.9%
    Against its peers: 7 of 7Peers' median 10.4%
  • Free cash flow marginHighest in 5 years0.2%
    -16.0%0.2%
    Against its peers: 2 of 7Peers' median -16.0%
  • Revenue growthAt its median10.9%
    -6.5%14.6%
    Against its peers: 3 of 7Peers' median 9.1%
  • EPS growthBelow its median7.6%
    -27.3%54.4%
    Against its peers: 5 of 7Peers' median 15.4%
  • Debt to EBITDABelow its median4.67×
    4.13×5.80×
    Against its peers: 2 of 7Peers' median 5.28×
  • Current ratioBelow its median1.02
    1.011.14
    Against its peers: 1 of 6Peers' median 0.73

Peers: US companies of the same industry (of its sector when the industry has too few) from a tenth to ten times its market value, the six closest in size. Updated weekly.

Consolidated Edison growth and profitability

Revenue (TTM)
18.07B USD
Net income (TTM)
2.30B USD
Gross margin
50.76%
Operating margin
18.74%
Net margin
12.70%

Revenue / Net income

Revenue Net income Net margin
PeriodRevenueGrowthNet incomeGrowthGross marginOperating marginNet marginEBITDAGrowth
FY202516.92B+10.89%2.02B+11.15%62.02%17.32%11.96%6.15B+12.24%
FY202415.26B+4.16%1.82B-27.75%63.99%17.50%11.93%5.48B-9.60%
FY202314.65B-6.50%2.52B+51.75%61.17%21.82%17.20%6.06B+17.37%
FY202215.67B+14.57%1.66B+23.33%60.98%16.69%10.60%5.17B+18.14%
FY202113.67B+11.72%1.35B+22.25%65.01%20.67%9.84%4.37B+6.43%

Consolidated Edison revenue breakdown

By product

FY2025
Electricity: 74.5%Oil and Gas, Purchased: 21.3%Steam: 4.2%Non-Utility Products And Services: 0.0%74.5%Electricity21.3%Oil and Gas, Purchased4.2%Steam
SegmentRevenueShare of revenueChange on the year
Electricity12.60B74.5%+16.3%
Oil and Gas, Purchased3.61B21.3%+15.4%
Steam703.00M4.2%+23.6%
Non-Utility Products And Services3.00M0.0%—

How Consolidated Edison makes its money

Electricity12.60B 74.5%
Oil and Gas, Purchased3.61B 21.3%
Steam703.00M 4.2%
Non-Utility Products And Services3.00M 0.0%
Revenue16.92B 100.0%
Cost of revenue6.43B 38.0%
Gross profit10.49B 62.0%
Selling and administration3.80B 22.5%
Other operating expenses3.76B 22.2%
Operating income2.93B 17.3%
Tax574.00M 3.4%
Other expense334.00M 2.0%
Net income2.02B 12.0%

FY2025, in USD. Each band is as wide as its money; the percentage is its share of revenue.

Consolidated Edison dividends

Annual dividend
3.55 USD
Dividend yield (indicated)
2.96%
Payout ratio
70.06%
Years of dividend growth
52
Frequency
Quarterly
Next payment
0.89 USD
Next ex-dividend date
18 Nov 2026
Next payment date
15 Dec 2026

Dividends per share

Year2025202420232022202120202019201820172016
Dividends per share3.403.323.243.163.103.062.962.862.762.68

Consolidated Edison financial health

Cash and short-term investments
100.00M USD
Total debt
27.99B USD
Net cash
-27.89B USD
Free cash flow (TTM)
-1.05B USD
Current ratio
1.18
Debt to equity
1.06
Piotroski score
6 / 9
Altman Z-score
1.24

Cash, debt and free cash flow

Cash and short-term investments Total debt Free cash flow
Fiscal yearCash and short-term investmentsTotal debtFree cash flow
FY20251.63B28.75B36.00M
FY20241.32B27.83B-1.16B
FY20231.19B25.01B-2.34B
FY20221.28B24.42B-233.00M
FY2021992.00M25.36B-1.22B

Consolidated Edison ownership

Institutions
78.95%
Institutional holders
1,465 (+12)
Free float
99.82%

Who owns the shares

Institutions 78.9% Others 21.1%
As of 30 Jun 2026

Shares free to trade

Free float 370.47M shares ·99.8% Closely held 666.68K shares ·0.2%

Closely held shares belong to insiders, founders and owners of more than 5%, and seldom change hands. The free float is the rest: the shares anyone can buy and sell.

Insider trading

QuarterPurchasesSalesShares acquiredShares disposed of
Q3 2026101.76K8.52K
Q2 20261016.40K0.00
Q1 202612270.46K130.97K
Q4 20251142.30K58.79K

Shares outstanding

Basic shares Diluted shares Change in diluted shares
Fiscal yearBasic sharesDiluted sharesChange in diluted shares
FY2025357.40M358.70M+3.28%
FY2024346.00M347.30M-0.57%
FY2023347.70M349.30M-1.83%
FY2022354.50M355.80M+1.83%
FY2021348.40M349.40M+4.08%

Source: Financial Modeling Prep

Signals
هشام منسي
هشام منسي
11 months ago
buy
ED
EDConsolidated Edison @103.86
2025-11-18 10:12
ED@103.86 Chart
Profit
-123.50
USD
-2.38%
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Related Instruments

Title: Consolidated Edison

Sector: Utilities
Industry: Regulated Electric
Con Ed is a holding company for Consolidated Edison of New York, or CECONY, and Orange & Rockland, or O&R. These utilities provide steam, natural gas, and electricity to customers in southeastern New York-including New York City-and small parts of New Jersey. The two utilities generate nearly all of Con Ed's earnings following the sale of its clean energy business to RWE in early 2023.

Common questions about Consolidated Edison stock