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 7,345 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
87% more first-time investments, than exits
New positions opened: 194 | Existing positions closed: 104
24% more capital invested
Capital invested by funds: $22.4B [Q4 2024] → $27.8B (+$5.35B) [Q1 2025]
5% more funds holding
Funds holding: 1,212 [Q4 2024] → 1,276 (+64) [Q1 2025]
1.37% more ownership
Funds ownership: 69.79% [Q4 2024] → 71.16% (+1.37%) [Q1 2025]
6% more repeat investments, than reductions
Existing positions increased: 438 | Existing positions reduced: 413
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
$88
13%
downside
Avg. target
$101
0%
upside
High target
$112
11%
upside
6 analyst ratings
1 positive
17%
1 neutral
17%
4 negative
67%
B of A Securities Ross Fowler | 0%upside $101 | Underperform Downgraded | 15 Aug 2025 |
Barclays Nicholas Campanella | 6%upside $107 | Underweight Maintained | 13 Aug 2025 |
Scotiabank Andrew Weisel | 5%upside $106 | Sector Perform Maintained | 11 Aug 2025 |
Mizuho Anthony Crowdell | 11%upside $112 | Outperform Maintained | 8 Aug 2025 |
Keybanc Eric Heath | 13%downside $88 | Underweight Maintained | 16 Jul 2025 |
Financial journalist opinion
Based on 11 articles about ED published over the past 30 days
Positive
Zacks Investment Research
1 day ago
Why Consolidated Edison (ED) is a Top Value Stock for the Long-Term
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Positive
Zacks Investment Research
1 week ago
Consolidated Edison Q2 Earnings Beat Estimates, Revenues Rise Y/Y
ED's posts Q2 earnings and revenue growth, topping estimates and reaffirming the 2025 outlook.
Positive
The Motley Fool
1 week ago
Con Edison (ED) Q2 Net Income Jumps 22%
Con Edison (ED) Q2 Net Income Jumps 22%
Neutral
Zacks Investment Research
1 week ago
Compared to Estimates, Con Ed (ED) Q2 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Con Ed (ED) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
1 week ago
Consolidated Edison (ED) Q2 Earnings and Revenues Beat Estimates
Consolidated Edison (ED) came out with quarterly earnings of $0.67 per share, beating the Zacks Consensus Estimate of $0.66 per share. This compares to earnings of $0.59 per share a year ago.
Neutral
PRNewsWire
1 week ago
CON EDISON REPORTS 2025 SECOND QUARTER EARNINGS
NEW YORK , Aug. 7, 2025 /PRNewswire/ -- Consolidated Edison, Inc. (Con Edison) (NYSE: ED) today reported 2025 second quarter net income for common stock of $246 million or $0.68 a share compared with $202 million or $0.58 a share in the 2024 second quarter. Adjusted earnings (non-GAAP) were $240 million or $0.67 a share in the 2025 period compared with $203 million or $0.59 a share in the 2024 period.
Neutral
PRNewsWire
1 week ago
Con Edison Elects New Board Member
Brendan Cavanagh Will Join the Company's Board of Directors Appointment Effective October 1, 2025 NEW YORK , Aug. 6, 2025 /PRNewswire/ -- Consolidated Edison, Inc. ("Con Edison") (NYSE:ED) today announced that its Board of Directors elected Brendan Cavanagh to Con Edison's Board of Directors, effective October 1, 2025. Mr. Cavanagh is currently the President and Chief Executive Officer of SBA Communications Corporation (NASDAQ: SBAC), a real estate investment trust that owns and operates wireless communications infrastructure including towers, buildings, rooftops, distributed antenna systems and small cells.
Positive
Zacks Investment Research
1 week ago
Gear Up for Con Ed (ED) Q2 Earnings: Wall Street Estimates for Key Metrics
Beyond analysts' top-and-bottom-line estimates for Con Ed (ED), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2025.
Neutral
Zacks Investment Research
2 weeks ago
Consolidated Edison (ED) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Con Ed (ED) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Positive
Seeking Alpha
3 weeks ago
Best Dividend Kings: July 2025
14 Dividend Kings continue to outperform the S&P 500 in 2025. Dividend growth remains healthy, with one recent increase and a collective 2025 growth rate of 5.23%. Seventeen Dividend Kings currently appear undervalued with strong long-term return potential, using Dividend Yield Theory for valuation.
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