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 7,296 funds
0
Analysts bullish %
of 7 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
84% more first-time investments, than exits
New positions opened: 191 | Existing positions closed: 104
24% more capital invested
Capital invested by funds: $22.4B [Q4 2024] → $27.7B (+$5.27B) [Q1 2025]
5% more funds holding
Funds holding: 1,207 [Q4 2024] → 1,266 (+59) [Q1 2025]
1.18% more ownership
Funds ownership: 69.79% [Q4 2024] → 70.96% (+1.18%) [Q1 2025]
6% more repeat investments, than reductions
Existing positions increased: 436 | 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
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$90
13%
downside
Avg. target
$105
1%
upside
High target
$120
15%
upside
7 analyst ratings
1 positive
14%
3 neutral
43%
3 negative
43%
Morgan Stanley David Arcaro | 11%downside $93 | Underweight Maintained | 22 May 2025 |
Keybanc Sophie Karp | 13%downside $90 | Underweight Downgraded | 14 May 2025 |
Barclays Nicholas Campanella | 3%downside $101 | Underweight Maintained | 5 May 2025 |
Wells Fargo Sarah Akers | 10%upside $114 | Equal-Weight Maintained | 2 May 2025 |
Guggenheim Shahriar Pourreza | 1%downside $103 | Neutral Maintained | 2 May 2025 |
Financial journalist opinion
Based on 3 articles about ED published over the past 30 days
Positive
24/7 Wall Street
1 day 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
3 weeks 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
3 weeks 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.
Positive
Seeking Alpha
1 month ago
Buy 3 "Safer" Dividend Kings Of 25 From May's 55
The May collection of Dividend Kings grew to 55, with Automatic Data Processing and RLI Corporation joining, despite two companies dropping off for not increasing dividends. Six top-yield Dividend Kings, including Altria and Canadian Utilities, are now fairly priced, with annual dividends from $1K investments exceeding their single-share prices. Analysts predict net gains of 14.7% to 56.86% for the top ten Dividend Kings by yield for the coming year, based on target prices. Among the 55 Dividend Kings, 16 show negative free cash flow margins, making them cash-poor and unsafe for investment.
Positive
Benzinga
1 month ago
Consolidated Edison Analysts Increase Their Forecasts Following Better-Than-Expected Results
Consolidated Edison, Inc. ED posted better-than-expected first-quarter results on Thursday.
Negative
Zacks Investment Research
1 month ago
Consolidated Edison Q1 Earnings Miss Estimates, Revenues Rise Y/Y
ED's first-quarter earnings miss estimates, and revenues grow 12.1% year over year. The company's operating income rises during the same period.
Neutral
Zacks Investment Research
1 month ago
Con Ed (ED) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Con Ed (ED) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Negative
Zacks Investment Research
1 month ago
Consolidated Edison (ED) Q1 Earnings Lag Estimates
Consolidated Edison (ED) came out with quarterly earnings of $2.25 per share, missing the Zacks Consensus Estimate of $2.30 per share. This compares to earnings of $2.15 per share a year ago.
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