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 7,425 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
200% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 9 (+6) [Q4]
40% more first-time investments, than exits
New positions opened: 176 | Existing positions closed: 126
34% more call options, than puts
Call options by funds: $85.2M | Put options by funds: $63.6M
30% more repeat investments, than reductions
Existing positions increased: 447 | Existing positions reduced: 343
2.85% more ownership
Funds ownership: 66.89% [Q3] → 69.74% (+2.85%) [Q4]
2% more funds holding
Funds holding: 1,178 [Q3] → 1,200 (+22) [Q4]
7% less capital invested
Capital invested by funds: $24B [Q3] → $22.4B (-$1.62B) [Q4]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$91
19%
downside
Avg. target
$103
8%
downside
High target
$120
6%
upside
6 analyst ratings
1 positive
17%
3 neutral
50%
2 negative
33%
Barclays Nicholas Campanella 58% 1-year accuracy 46 / 80 met price target | 11%downside $100 | Underweight Maintained | 22 Apr 2025 |
Citigroup Ryan Levine 57% 1-year accuracy 4 / 7 met price target | 6%upside $120 | Buy Maintained | 9 Apr 2025 |
UBS William Appicelli 75% 1-year accuracy 9 / 12 met price target | 0%upside $113 | Neutral Maintained | 21 Mar 2025 |
Morgan Stanley David Arcaro 48% 1-year accuracy 22 / 46 met price target | 19%downside $91 | Underweight Maintained | 20 Mar 2025 |
Scotiabank Andrew Weisel 84% 1-year accuracy 21 / 25 met price target | 10%downside $101 | Sector Perform Maintained | 24 Feb 2025 |
Financial journalist opinion
Based on 14 articles about ED published over the past 30 days
Positive
Seeking Alpha
1 day ago
Best Dividend Aristocrats For May 2025
Despite a strong start, the Dividend Aristocrats are underperforming the S&P 500 in April, with NOBL down 4.88% and SPY down 1.53%. The best-performing Dividend Aristocrats YTD include Consolidated Edison (+25.65%), Cardinal Health (+17.82%), and Coca-Cola (+16.18%). 33 out of 69 Dividend Aristocrats have announced dividend increases in 2025, with an average growth rate of 4.33%.
Positive
Zacks Investment Research
2 days ago
Countdown to Con Ed (ED) Q1 Earnings: A Look at Estimates Beyond Revenue and EPS
Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Con Ed (ED), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended March 2025.
Positive
24/7 Wall Street
4 days ago
4 of Our Favorite Dividend Aristocrats Offer a Lifetime of Secure Passive Income
Dividend stocks are a favorite among investors for good reason. They provide a steady income stream and offer a promising avenue for total return.
Neutral
24/7 Wall Street
5 days ago
5 Rock-Solid Passive Income Dividend Aristocrats That Are Reasonably Safe From Tariffs
The driving force behind the recent volatility in the stock and bond markets can be boiled down to one specific item: the threat of tariffs and a global trade war.
Neutral
Zacks Investment Research
6 days ago
Consolidated Edison (ED) Earnings Expected to Grow: Should You Buy?
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
1 week ago
2025 Dividend Kings: Weathering Tariff Volatility Better Than The Market
The Dividend Kings are outperforming the S&P 500 in 2025 by 8.94%. Top performers include National Fuel & Gas (+28.88%), Consolidated Edison (+28.10%), and Middlesex Water Company (+21.00%). Promising Dividend Kings identified in March showed relative outperformance, averaging -3.15% vs. -8.16% for SPY.
Neutral
PRNewsWire
1 week ago
CON EDISON DECLARES COMMON STOCK DIVIDEND
NEW YORK , April 17, 2025 /PRNewswire/ -- Consolidated Edison, Inc. (Con Edison) (NYSE: ED) declared a quarterly dividend of 85 cents a share on its common stock, payable June 16, 2025 to stockholders of record as of May 14, 2025. 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 December 31, 2024.
Neutral
Seeking Alpha
2 weeks ago
Consolidated Edison Keeps The Lights On While Investors Sleep Well At Night
Consolidated Edison offers stability with predictable income due to its status as a government-sanctioned monopoly in a densely populated region. Despite a decline in net income, the company maintains strong adjusted earnings and a consistent dividend growth streak of 51 years. Future growth is driven by investments in clean energy infrastructure, smart grid technologies, and EV charging stations.
Negative
The Motley Fool
2 weeks ago
Concerned About a Recession? These Dividend Stocks Deliver Durable Growth During Downturns.
Recessions can be really challenging periods. A contracting economy causes companies and consumers to pull back on spending.
Neutral
PRNewsWire
3 weeks ago
Con Edison to Report 1st Quarter 2025 Earnings on May 1
NEW YORK , April 9, 2025 /PRNewswire/ -- Consolidated Edison, Inc. (Con Edison) (NYSE:ED) plans to report its 1st Quarter 2025 earnings on May 1, 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 December 31, 2024.
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