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 7,429 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
35% more repeat investments, than reductions
Existing positions increased: 501 | Existing positions reduced: 370
28% more call options, than puts
Call options by funds: $142M | Put options by funds: $111M
19% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 108
0.92% less ownership
Funds ownership: 71.18% [Q1] → 70.26% (-0.92%) [Q2]
1% less funds holding
Funds holding: 1,280 [Q1] → 1,268 (-12) [Q2]
9% less capital invested
Capital invested by funds: $27.8B [Q1] → $25.4B (-$2.4B) [Q2]
17% less funds holding in top 10
Funds holding in top 10: 6 [Q1] → 5 (-1) [Q2]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$88
12%
downside
Avg. target
$101
1%
upside
High target
$112
12%
upside
6 analyst ratings
1 positive
17%
1 neutral
17%
4 negative
67%
B of A Securities Ross Fowler | 1%upside $101 | Underperform Downgraded | 15 Aug 2025 |
Barclays Nicholas Campanella | 7%upside $107 | Underweight Maintained | 13 Aug 2025 |
Scotiabank Andrew Weisel | 6%upside $106 | Sector Perform Maintained | 11 Aug 2025 |
Mizuho Anthony Crowdell | 12%upside $112 | Outperform Maintained | 8 Aug 2025 |
Keybanc Eric Heath | 12%downside $88 | Underweight Maintained | 16 Jul 2025 |
Financial journalist opinion
Based on 10 articles about ED published over the past 30 days
Positive
Seeking Alpha
1 day ago
Best Dividend Kings: August 2025
Dividend Kings underperformed SPY year-to-date but are showing stronger gains in August, with several stocks achieving double-digit returns in 2025. Fifteen Dividend Kings currently appear undervalued with expected long-term annualized returns of at least 10%, based on Dividend Yield Theory analysis. Recent dividend increases have modestly boosted the group's 2025 dividend growth rate, though it still trails last year's pace.
Positive
Zacks Investment Research
1 week ago
Why Consolidated Edison (ED) is a Top Value Stock for the Long-Term
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Positive
Zacks Investment Research
2 weeks 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
2 weeks ago
Con Edison (ED) Q2 Net Income Jumps 22%
Con Edison (ED) Q2 Net Income Jumps 22%
Neutral
Zacks Investment Research
2 weeks 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
2 weeks 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
2 weeks 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
2 weeks 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
3 weeks 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
3 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.
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