Consolidated Edison (ED) Expected to Announce Quarterly Earnings on Thursday

Consolidated Edison (NYSE:ED) is expected to be posting its Q4 2025 results after the market closes on Thursday, February 19th. Analysts expect Consolidated Edison to post earnings of $0.84 per share and revenue of $3.7101 billion for the quarter. Interested persons can check the company’s upcoming Q4 2025 earning summary page for the latest details on the call scheduled for Thursday, February 19, 2026 at 4:00 PM ET.

Consolidated Edison Price Performance

ED opened at $113.82 on Wednesday. The stock has a fifty day moving average of $102.89 and a 200-day moving average of $100.73. The firm has a market capitalization of $41.08 billion, a P/E ratio of 19.90, a PEG ratio of 3.10 and a beta of 0.38. Consolidated Edison has a 12-month low of $94.50 and a 12-month high of $115.25. The company has a quick ratio of 0.97, a current ratio of 1.08 and a debt-to-equity ratio of 1.03.

Consolidated Edison Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Wednesday, February 18th will be given a dividend of $0.8875 per share. The ex-dividend date of this dividend is Wednesday, February 18th. This is a positive change from Consolidated Edison’s previous quarterly dividend of $0.85. This represents a $3.55 annualized dividend and a yield of 3.1%. Consolidated Edison’s payout ratio is presently 59.44%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on the company. UBS Group raised their price objective on Consolidated Edison from $108.00 to $112.00 and gave the stock a “neutral” rating in a research report on Friday, January 23rd. JPMorgan Chase & Co. decreased their price target on shares of Consolidated Edison from $101.00 to $97.00 and set an “underweight” rating for the company in a report on Friday, December 12th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Consolidated Edison in a research report on Monday, December 29th. TD Cowen assumed coverage on shares of Consolidated Edison in a research note on Friday, January 9th. They issued a “hold” rating and a $105.00 price objective on the stock. Finally, Wells Fargo & Company cut their target price on shares of Consolidated Edison from $99.00 to $95.00 and set an “equal weight” rating for the company in a research report on Tuesday, January 20th. Three equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and five have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Reduce” and an average price target of $104.20.

Consolidated Edison News Summary

Here are the key news stories impacting Consolidated Edison this week:

• Positive Sentiment: Unusual options activity: traders bought roughly 36,661 call options (about a 3,672% jump versus average), signaling aggressive bullish bets or hedging ahead of a catalyst — this buying can lift the stock short-term as dealers hedge.
• Positive Sentiment: Zacks highlights ED among utilities ramping wind projects to capture rising demand in U.S. wind capacity, which supports longer-term growth narrative beyond regulated utility earnings. Top Wind Energy Stocks Worth Investing Now For Solid Returns
• Neutral Sentiment: Upcoming earnings: Consolidated Edison is projected to report quarterly results this Thursday — earnings/outlook will be the primary near-term catalyst and could drive a swing either way. Consolidated Edison (ED) Projected to Post Quarterly Earnings on Thursday
• Neutral Sentiment: Buy-before-Feb-19 coverage: retail-oriented pieces (The Motley Fool, Yahoo Finance) flag this as a “big week” for the utility and discuss whether to buy ahead of the report — these stories can drive retail interest but don’t represent analyst changes. Are Wall Street Analysts Predicting Consolidated Edison Stock Will Climb or Sink? Should You Buy Consolidated Edison Stock Before Feb. 19?
• Neutral Sentiment: Zacks comparison: coverage shows how ED has performed versus peers this year — useful context for relative strength but not an immediate directional trigger. Is Consolidated Edison (ED) Outperforming Other Utilities Stocks This Year?
• Negative Sentiment: Analyst caution: coverage (Barchart/Yahoo) notes that despite outpacing the market over the past year, analysts remain cautious on ED — that conservative stance may temper upside and limit immediate re-rating unless guidance or earnings surprise positively. Are Wall Street Analysts Predicting Consolidated Edison Stock Will Climb or Sink?

Insider Transactions at Consolidated Edison

In other Consolidated Edison news, Director John F. Killian sold 2,276 shares of the firm’s stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $96.89, for a total transaction of $220,521.64. Following the transaction, the director directly owned 38,661 shares in the company, valued at $3,745,864.29. This trade represents a 5.56% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Corporate insiders own 0.17% of the company’s stock.

Institutional Investors Weigh In On Consolidated Edison

A number of hedge funds have recently bought and sold shares of the company. JPL Wealth Management LLC bought a new position in shares of Consolidated Edison in the third quarter worth about $26,000. Turning Point Benefit Group Inc. acquired a new stake in Consolidated Edison in the 3rd quarter valued at approximately $32,000. Acumen Wealth Advisors LLC bought a new position in Consolidated Edison in the 4th quarter worth approximately $33,000. Palisade Asset Management LLC bought a new position in Consolidated Edison in the 3rd quarter worth approximately $37,000. Finally, GW&K Investment Management LLC lifted its holdings in shares of Consolidated Edison by 28.5% during the fourth quarter. GW&K Investment Management LLC now owns 419 shares of the utilities provider’s stock worth $42,000 after buying an additional 93 shares during the last quarter. 66.29% of the stock is currently owned by institutional investors.

About Consolidated Edison

Consolidated Edison, Inc, commonly known as Con Edison, is an investor-owned energy company that primarily delivers electricity, natural gas and steam to customers in the New York metropolitan area. Its regulated utility operations include the distribution and transmission of electric power, the distribution of natural gas, and the operation of one of the largest district steam systems in the United States, serving commercial, institutional and residential customers in New York City and nearby counties.

The company operates through regulated utility subsidiaries that serve urban and suburban service territories, together with non-utility businesses that develop, own and manage energy infrastructure and clean energy projects.