Consolidated Edison, Inc.

Consolidated Edison, Inc.

Consolidated Edison, Inc. is an energy-delivery company. The Company, through its subsidiaries, Consolidated Edison Company of New York, Inc. (CECONY), Orange and Rockland Utilities, Inc. (O&R) and Con Edison Transmission, Inc., provides a range of energy-related products and services to its customers. CECONY is a regulated utility providing electric service in New York City and New York’s Westchester County, gas service in Manhattan, the Bronx, parts of Queens and parts of Westchester, and steam service in Manhattan. O&R and its utility subsidiary, Rockland Electric Company, provide electric service to customers in southeastern New York and northern New Jersey, a 1,300 square mile service area. O&R delivers gas to customers in southeastern New York. Con Edison Transmission, Inc. falls primarily under the oversight of the Federal Energy Regulatory Commission and manages, through joint ventures, both electric and gas assets while seeking to develop electric transmission projects.

Why It's Moving

Consolidated Edison, Inc.

Consolidated Edison Stock Faces Analyst Skepticism Despite Strong 2026 Run

Consolidated Edison shares have surged 14.5% year-to-date in 2026, outpacing the S&P 500 and buoyed by the company's 52nd consecutive annual dividend increase announced on January 27. However, with a consensus 'Hold' rating from 19 analysts and limited near-term upside, the stock may struggle to extend its gains as valuation concerns temper enthusiasm.
Sentiment:
⚖️Neutral
  • Earnings growth expectations are modest at just 4.8% for 2026, with the company projecting diluted EPS of $5.66, raising questions about momentum sustainability for a stock already up sharply year-to-date.
  • The dividend hike to $3.55 annualized—maintaining the 55%-65% payout ratio—demonstrates shareholder commitment but offers limited catalyst for acceleration, as the utility sector remains stable but unexciting.
  • Analyst sentiment is decidedly cautious: while three 'Strong Buy' ratings exist, five 'Strong Sells' and ten 'Holds' suggest significant skepticism, with the mean price target of $105.70 implying modest upside from recent levels.

When is the next earnings date for Consolidated Edison, Inc. (ED)?

Consolidated Edison (ED) reported its Q4 2025 earnings after market close on Thursday, February 19, 2026. With the current date of February 23, 2026, that release has passed, and the next earnings are expected in late April 2026 for Q1 2026, covering the quarter ended March 31. Investors should monitor company announcements for the precise Q1 date, typically following historical patterns of early May releases.

Stock Performance Snapshot

Hold

Analyst Rating

Analysts suggest keeping Consolidated Edison’s stock for now, as its value may not rise significantly.

Above Average

Financial Health

Consolidated Edison is performing well with strong profits and cash flow, supporting its financial stability.

Average

Dividend

Consolidated Edison offers an average dividend yield of 3.15%, appealing for those seeking dividend income. If you invested $1000 you would be paid $33.80 a year in dividends (based on the last 12 months).

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

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