Consolidated Edison
About: 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.
Employees: 15,097
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
163% more call options, than puts
Call options by funds: $175M | Put options by funds: $66.6M
86% more first-time investments, than exits
New positions opened: 193 | Existing positions closed: 104
24% more capital invested
Capital invested by funds: $22.4B [Q4 2024] → $27.7B (+$5.31B) [Q1 2025]
5% more funds holding
Funds holding: 1,208 [Q4 2024] → 1,270 (+62) [Q1 2025]
1.27% more ownership
Funds ownership: 69.79% [Q4 2024] → 71.06% (+1.27%) [Q1 2025]
6% more repeat investments, than reductions
Existing positions increased: 437 | Existing positions reduced: 412
33% less funds holding in top 10
Funds holding in top 10: 9 [Q4 2024] → 6 (-3) [Q1 2025]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$90
11%
downside
Avg. target
$101
1%
upside
High target
$114
13%
upside
6 analyst ratings
1 positive
17%
2 neutral
33%
3 negative
50%
Mizuho Anthony Crowdell | 6%upside $107 | Outperform Upgraded | 30 Jun 2025 |
Morgan Stanley David Arcaro | 9%downside $92 | Underweight Maintained | 18 Jun 2025 |
Keybanc Sophie Karp | 11%downside $90 | Underweight Downgraded | 14 May 2025 |
Barclays Nicholas Campanella | 0%upside $101 | Underweight Maintained | 5 May 2025 |
Wells Fargo Sarah Akers | 13%upside $114 | Equal-Weight Maintained | 2 May 2025 |
Financial journalist opinion
Based on 6 articles about ED published over the past 30 days
Neutral
PRNewsWire
1 day ago
Con Edison to Report 2nd Quarter 2025 Earnings on August 7
NEW YORK , July 10, 2025 /PRNewswire/ -- Consolidated Edison, Inc. (Con Edison) (NYSE:ED) plans to report its 2nd Quarter 2025 earnings on August 7, 2025, after the market closes. Consolidated Edison, Inc. is one of the nation's largest investor-owned energy-delivery companies, with approximately $15 billion in annual revenues for the year-ended December 31, 2024 and $71 billion in assets as of March 31, 2025.
Positive
Seeking Alpha
2 weeks ago
Best Dividend Kings: June 2025
Dividend Kings have underperformed the S&P 500 year-to-date, but 26 are outperforming SPY in 2025, with 32 posting positive returns. Dividend growth remains healthy, with four recent increases and a collective 2025 growth rate of 5.19%, despite some downward earnings revisions. Seventeen Dividend Kings appear undervalued and offer long-term annualized expected returns of at least 10%, based on Dividend Yield Theory analysis.
Negative
Reuters
2 weeks ago
New York's Con Edison urges customers to conserve power amid heatwave
New York-based utility Con Edison has asked customers to conserve energy during the ongoing heatwave, adding that it has reduced voltage by 8% in parts of eastern Brooklyn to protect equipment and keep power flowing as crews carry out repairs.
Positive
Seeking Alpha
2 weeks ago
Consolidated Edison: Defensive Compounder With Moderate Upside
Consolidated Edison operates a stable, regulated utility business, focusing on energy delivery in New York with predictable, inflation-resistant cash flows and strong regulatory protection. The company's large-scale investment program and robust balance sheet underpin its ability to maintain solid margins, reliable dividends, and steady earnings growth. Recent financials show improved profitability, reduced leverage, and strong liquidity, supporting continued dividend stability and resilience amid inflation and market volatility.
Positive
Seeking Alpha
2 weeks ago
Consolidated Edison: Temps Heating Up, Shares Turn Cheap (Rating Upgrade)
Upgrading Consolidated Edison to a 'Buy' due to attractive valuation, steady EPS growth, and a high 3.37% dividend yield. Recent strong earnings, reaffirmed guidance, and robust capex/rate base growth support a positive long-term outlook despite sector headwinds. The technical setup is neutral, but shares are near support, with higher highs/lows since mid-2023 and potential for increased summer demand.
Positive
24/7 Wall Street
4 weeks ago
5 Dividend Kings Are Delivering Massive Total Returns of Up to 34% This Year
Investors love dividend stocks because they provide dependable passive income streams and an excellent opportunity for solid total return.
Positive
24/7 Wall Street
1 month ago
4 Dividend Aristocrats Are Absolutely Crushing the S&P 500 in 2025
Investors love dividend stocks because they provide dependable passive income streams and an excellent opportunity for solid total return.
Positive
Seeking Alpha
1 month ago
69 May Aristocrats: Buy 1 Of 38 "Safer" Dividend Dogs
Many S&P 500 Dividend Aristocrats remain overvalued, but select high-yield 'Dogs' like Realty Income and Amcor offer attractive entry points for income investors. Analyst forecasts suggest the top ten Aristocrat Dogs could deliver 16% to 38% net gains by May 2026, with average risk below the market. Caution: Fourteen Aristocrats have negative free cash flow margins, making their dividends less secure despite high yields—focus on 'safer' picks like Hormel.
Neutral
PRNewsWire
1 month ago
Con Edison Executives to Attend Financial Conferences in May and June 2025
NEW YORK , May 15, 2025 /PRNewswire/ -- Consolidated Edison, Inc. ("Con Edison") (NYSE: ED) executives will meet with investors at various conferences in May and June 2025. A copy of Con Edison's investor presentation for these meetings can be found on the Presentations & Webcasts page of Con Edison's website (Select "For Investors" and then select "Presentations & Webcasts").
Positive
Zacks Investment Research
1 month ago
4 Utility Stocks to Bet on From the Thriving Electric Power Industry
Amid rising demand for electricity and an increase in the unit price of electricity, utilities like ED, DTE, CNP and EVRG are set to benefit from strong demand from their stable customer base.
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