Consolidated Edison (NYSE:ED) Issues Quarterly Earnings Results, Beats Estimates By $0.03 EPS

Consolidated Edison (NYSE:ED) announced its quarterly earnings results on Thursday. The utilities provider reported $0.89 earnings per share for the quarter, beating the consensus estimate of $0.86 by $0.03, FiscalAI reports. The business had revenue of $3.99 billion for the quarter, compared to analysts’ expectations of $3.71 billion. Consolidated Edison had a net margin of 12.27% and a return on equity of 8.79%. The firm’s revenue for the quarter was up 8.9% compared to the same quarter last year. During the same quarter last year, the firm earned $0.98 EPS. Consolidated Edison updated its FY 2026 guidance to 6.000-6.200 EPS.

Consolidated Edison Price Performance

Shares of Consolidated Edison stock opened at $111.86 on Friday. The business has a 50 day moving average of $103.53 and a 200 day moving average of $100.88. Consolidated Edison has a 52 week low of $94.50 and a 52 week high of $115.25. The company has a market cap of $40.37 billion, a PE ratio of 19.56, a P/E/G ratio of 3.04 and a beta of 0.38. 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 announced a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Wednesday, February 18th will be paid a dividend of $0.8875 per share. This represents a $3.55 annualized dividend and a dividend yield of 3.2%. This is a boost from Consolidated Edison’s previous quarterly dividend of $0.85. The ex-dividend date of this dividend is Wednesday, February 18th. Consolidated Edison’s payout ratio is presently 62.06%.

More Consolidated Edison News

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

• Positive Sentiment: Q4 results beat Street expectations — Con Edison reported EPS of $0.89 vs. the $0.84 consensus and revenue of $3.99B vs. $3.71B, showing stronger top-line demand for electric and gas services. Consolidated Edison (ED) Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Company raised FY‑2026 EPS guidance to $6.00–$6.20, above the prior consensus (~$5.88), signaling stronger forward earnings power that supports the stock’s upside. (Guidance announced with results)
• Positive Sentiment: Regulatory progress — investors were encouraged by a recent rate-case approval that improves revenue certainty heading into the new year, a near-term tailwind for utility cash flow. Consolidated Edison earnings on deck after rate case approval
• Neutral Sentiment: Company reported full‑year 2025 adjusted earnings of $5.70 per share (non‑GAAP), up from $5.40 in 2024 — a sign of underlying earnings growth but already reflected in forward guidance. CON EDISON REPORTS 2025 EARNINGS
• Neutral Sentiment: Quarterly write-ups and metric analysis: several outlets (Zacks, CT Post) dig into key operating metrics vs. estimates — useful for fundamentals checks but not a single catalyst. Con Ed (ED) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates Con Ed: Q4 Earnings Snapshot
• Negative Sentiment: Cost pressure flagged by Reuters — one report notes Consolidated Edison missed profit estimates due to higher operating and interest expenses, a risk to margins and near-term cash flow that may cap upside. Consolidated Edison misses quarterly profit estimates on higher operating and interest expenses

Insider Transactions at Consolidated Edison

In other Consolidated Edison news, Director John F. Killian sold 2,276 shares of the company’s stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $96.89, for a total value of $220,521.64. Following the completion of the transaction, the director directly owned 38,661 shares in the company, valued at approximately $3,745,864.29. This represents a 5.56% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.19% of the company’s stock.

Institutional Trading of Consolidated Edison

Hedge funds and other institutional investors have recently made changes to their positions in the stock. GW&K Investment Management LLC boosted its holdings in Consolidated Edison by 28.5% in the fourth quarter. GW&K Investment Management LLC now owns 419 shares of the utilities provider’s stock worth $42,000 after acquiring an additional 93 shares in the last quarter. Venture Visionary Partners LLC boosted its stake in Consolidated Edison by 2.0% in the 4th quarter. Venture Visionary Partners LLC now owns 5,606 shares of the utilities provider’s stock worth $557,000 after purchasing an additional 108 shares in the last quarter. Compound Planning Inc. boosted its stake in Consolidated Edison by 2.0% in the 4th quarter. Compound Planning Inc. now owns 6,000 shares of the utilities provider’s stock worth $596,000 after purchasing an additional 120 shares in the last quarter. Financial Engines Advisors L.L.C. increased its stake in Consolidated Edison by 4.1% during the 3rd quarter. Financial Engines Advisors L.L.C. now owns 3,302 shares of the utilities provider’s stock valued at $332,000 after purchasing an additional 130 shares in the last quarter. Finally, Jacobi Capital Management LLC lifted its position in Consolidated Edison by 3.4% in the 4th quarter. Jacobi Capital Management LLC now owns 4,349 shares of the utilities provider’s stock valued at $432,000 after acquiring an additional 141 shares in the last quarter. Hedge funds and other institutional investors own 66.29% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on the stock. Wells Fargo & Company reduced 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 note on Tuesday, January 20th. KeyCorp reduced their price objective on Consolidated Edison from $90.00 to $86.00 and set an “underweight” rating for the company in a report on Friday, December 12th. Royal Bank Of Canada restated a “sector perform” rating and issued a $118.00 target price on shares of Consolidated Edison in a research note on Friday, January 23rd. JPMorgan Chase & Co. dropped their price target on Consolidated Edison from $101.00 to $97.00 and set an “underweight” rating on the stock in a research report on Friday, December 12th. Finally, TD Cowen started coverage on Consolidated Edison in a report on Friday, January 9th. They issued a “hold” rating and a $105.00 price objective for the company. Three research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and five have issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Reduce” and an average price target of $104.20.

Consolidated Edison Company Profile

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.