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.

ED Faces Analyst Warnings of 7% Downside Despite Solid Earnings and Dividend Boost

Consolidated Edison (ED) beat Q4 earnings estimates with $0.89 EPS and $3.99B revenue, up 8.9% year-over-year, while unveiling upbeat 2026 guidance of $6.00–$6.20 EPS. Yet analysts remain cautious, flashing a consensus 'Reduce' rating amid a forward share sale that could dilute value and broader utility sector pressures.
Sentiment:
🐻Bearish
  • Q4 earnings topped forecasts at $0.89 EPS versus $0.86 expected, signaling robust operational performance amid rising demand.
  • Dividend hiked to $0.8875 quarterly ($3.55 annual, ~3.2% yield), marking the 52nd straight annual increase and underscoring commitment to shareholders.
  • Forward sale of 7M shares with JPMorgan at ~$110.81 initial price risks EPS dilution if accelerated, fueling analyst downside concerns despite $38B five-year capex for grid upgrades.

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

Consolidated Edison (ED) reported its 2025 full-year earnings on February 19, 2026, after market close. As of March 2, 2026, the next earnings date is expected in late April 2026, likely around April 29-30, covering the first quarter of 2026 based on historical patterns. Investors should monitor official announcements for confirmation.

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.

Why You’ll Want to Watch This Stock

Why invest with Nemo?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Opportunities

CEG

Constellation Energy Corp

Supplies natural gas and electricity to more than 2.2 million residential, commercial, and industrial customers throughout the United States.

DUK

Duke Energy Corporation

Duke Energy is an energy company which provides electricity to 7.7 million customers in the United States.

AEP

American Electric Power Co., Inc.

American Electric Power Company provides electric utility services in the US.

Frequently asked questions