Consolidated Edison, Inc.
ED
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-07.
- Consolidated Edison operates in a regulated utility environment, which provides stability and predictable revenue streams, making it an attractive investment for risk-averse investors.
- In 2025, Consolidated Edison reported a revenue of $16.9 billion, reflecting a growth of 11.5% compared to 2024's revenue of $15.3 billion.
- The company's net income for 2025 was $2.02 billion, up from $1.82 billion in 2024, indicating a solid earnings growth trajectory.
- The utility sector is facing increasing competition and regulatory pressures that could impact profitability and growth prospects.
- In the most recent quarter, revenue decreased by 20% compared to the prior quarter, dropping from $5.1 billion to $4.1 billion.
- The operating margin has compressed to 14.2%, down from 23.5% in the previous quarter, signaling potential operational challenges.
Fundamentals
| Market cap | $39.20B | Enterprise value | $66.05B | Trailing P/E | 17.46 | Forward P/E | 16.31 |
| PEG | 2.07 | Price / book | 1.52 | Beta | 0.25 | Dividend yield | 3.31% |
| Revenue growth | 13.2% | Earnings growth | 22.1% | Gross margin | 53.4% | Operating margin | 16.5% |
| Profit margin | 12.5% | ROE | 9.0% | ROA | 3.2% | Debt / equity | 1.10 |
| Current ratio | 1.27 | Free cash flow | -$844.88M | Analyst recommendation | hold | Mean target | $109.34 |
| 52w high | $116.23 | 52w low | $94.96 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | 2025-Q1 | |
|---|---|---|---|---|---|---|
| Revenue | $4.1B | $5.1B | $4.0B | $4.5B | $3.6B | — |
| Op margin | 14.2% | 23.5% | 12.5% | 21.7% | 9.9% | — |
| Net income | $308M | $924M | $297M | $688M | $246M | — |
| Gross margin | 51.8% | 54.6% | 51.1% | 55.3% | 50.8% | — |
| Gross profit | $2.1B | $2.8B | $2.0B | $2.5B | $1.8B | — |
| Operating income | $576M | $1.2B | $500M | $984M | $355M | — |
- Revenue -20% vs prior quarter ($4.1B vs $5.1B).
- Gross margin 51.8% (was 54.6% prior quarter).
- Operating margin compressed to 14.2%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $16.9B | $15.3B | $14.7B | $15.7B | — |
| Op margin | 17.7% | 17.9% | 15.9% | 16.7% | — |
| Net income | $2.0B | $1.8B | $2.5B | $1.7B | — |
| Gross margin | 53.3% | 53.5% | 50.5% | 49.0% | — |
| Gross profit | $9.0B | $8.2B | $7.4B | $7.7B | — |
| Operating income | $3.0B | $2.7B | $2.3B | $2.6B | — |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-08 · Want $3,000 in Super-Safe Dividend Income? Invest $100,000 Into These 4 Utility Stocks Yielding an Average of 3.5%
2026-10-08 · Are Utilities Stocks Lagging CenterPoint Energy (CNP) This Year?
2026-10-08 · Evercore ISI Adjusts Price Target on Consolidated Edison to $112 From $116
2026-10-07 · How Investors May Respond To Consolidated Edison (ED) Grid Modernization And Electrification Investment Surge
2026-10-06 · Mizuho Securities Lowers Price Target on Consolidated Edison to $108 From $113
2026-10-06 · Consolidated Edison Maps $38B Grid Buildout to Power New York Electrification
2026-10-06 · Jefferies Adjusts Price Target on Consolidated Edison to $105 From $121, Maintains Hold Rating
2026-10-04 · 4 Dividend Aristocrats Still Raising Their Payouts No Matter What Their Stock Price Did
2026-10-02 · BofA Securities Adjusts Consolidated Edison Price Target to $96 From $105
2026-10-01 · Exxon Mobil downgraded, BP upgraded: Wall Street's top analyst calls
2026-10-01 · Wells Fargo Upgrades Consolidated Edison to Overweight From Equalweight, Adjusts PT to $118 From $108
2026-09-30 · POWERING NEW YORK'S GROWTH WITH $24.8 BILLION IMPACT IN 2025
Price (daily)
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