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EDED

Consolidated Edison, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 6% YoY at strong marginsRecent insider buyingQuiet on X (77 mentions/wk)
$ED·$39B·Regulated Electric·Utilities
$110.37+0.7%YTD+7.6%1Y+7.6%
Price updated 4m ago·X counts updated 4d ago
EDED
$EDConsolidated Edison, Inc.
$110.37+0.70%77 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ED on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

77X posts · last 7 days
Sep 28Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $ED's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Neutral sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-07-25

Chatter tagged $ED is entirely about a Solana memecoin called Edward Diamond Hands, with posters detailing a move from a $2.5k market cap to near $5k, LP setups, small buys and diamond-handing philosophy. None of the sampled posts touch Consolidated Edison's utility fundamentals, dividend or price action, so sentiment on the equity cannot be inferred from the conversation.

Read what X is saying about $ED

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ED — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Consolidated Edison is NYC's regulated utility — the X thread is a Solana memecoin, not this stock.

Consolidated Edison is the NYC regulated electric and gas utility — defensive, high-quality, with rate-base investment driving earnings growth. The stock is tracking the utility rotation.

  • The business is stable: Q1 revenue +6.2% YoY at a 17.3% operating margin and ROIC of 3.2% — standard regulated-utility economics with rate-case approvals driving the modest top-line.
  • At 17.8x PE and 2.3x sales the valuation is in the typical utility band — not cheap, not expensive, trading like the defensive compounder it is with a reliable dividend.
  • 52-week range position is 40% with vol multiplier 1.61 — above-average volume in the lower-mid range, which is accumulation that lines up with the defensive-sector rotation.

Nov 5 Q3 is the gate — any confirmed rate-case progress plus FY guide reaffirmation extends the stock. A regulatory setback or any weather-driven volume miss and the stock gives back some of the recent gain.

What to watch: Nov 5 Q3 — rate-case progression, capital-plan execution, operating-margin trajectory, and FY27 guide. A regulatory setback is the clear invalidator.

On the calendar: 2026-11-05 — Q3 earnings

cashtag collision

Read the AI verdict on $ED

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Regulated utility delivering electricity, gas, and steam in New York City and Westchester under long-term rate agreements.

Industry overviewAI analysisGenerated by AI from underlying data

Where Regulated Electric sits in its cycle right now — and what that implies for $ED.

Regulated Electric · Utilities

AI data-center load growth is re-rating regulated electric utility earnings power — utilities with exposure to hyperscaler cluster siting (Dominion Virginia, AEP Texas, Duke Southeast) are securing direct long-term power purchase agreements at premium rates. Renewable capacity additions (solar, wind) compress fuel costs while stranded-cost recovery of coal retirements is the regulatory negotiation variable.

What this means for $ED

Direct beneficiary — Regulated utility delivering electricity, gas, and steam in New York City and Westchester under long-term rate agreements.

Industry benchmark

26-name peer basket
-3.8%YTD
-5.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
17.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
3.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
17.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
8.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
65.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$0.83$0.76+9.8%
Q1 2026May 7, 2026$2.17$2.28-4.8%
Q4 2025Feb 19, 2026$0.89$0.86+4.0%
Q3 2025Nov 6, 2025$1.90$1.74+9.2%
Next earningsThu, Nov 5·consensus EPS $2.00

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$5.1B+6.2%73.1%23.1%$2.55$-999.0M
Q4 FY25$4.0B+8.9%51.5%12.1%$0.82$176.0M
Q3 FY25$4.5B+10.7%79.1%21.4%$1.91$2.9B
Q2 FY25$3.6B+11.6%50.8%9.9%$0.68$713.0M

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$17.6B$17.1B – $18.1B$6.11$6.07 – $6.1611
FY27$18.4B$17.6B – $19.6B$6.50$6.47 – $6.5611
FY28$19.1B$17.4B – $21.4B$6.92$6.88 – $6.9712
FY29$19.4B$18.1B – $20.7B$7.39$6.76 – $8.0510
FY30$20.2B$18.8B – $21.5B$7.84$7.17 – $8.536

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.69%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+1.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 367.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.255-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuySep 15Joseph MillerVP & Controller1 sh$111BuyJun 15Joseph MillerVP & Controller1 sh$110
+ 14 other (13 awards · 1 inkind) in window

See when $ED insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3/ANew insider — initial holdingsJul 63/A
AI summary

Consolidated Edison Inc. received Form 3/A (amended initial ownership statement) for Tali Farhadian Weinstein, a newly appointed Director, as of July 1, 2026. She reports 0 shares of Con Edison common stock directly owned. This is an amendment to a Form 3 filed the same day, correcting or supplementing earlier disclosure. Routine insider disclosure with no market significance.

3New insider — initial holdingsJul 63
AI summary

Consolidated Edison Inc. received an initial Form 3 beneficial ownership statement from Tali Farhadian Weinstein, a newly appointed Director, as of July 1, 2026. She reports 0 shares of common stock directly owned. The concurrent 3/A (Amendment No. 1) suggests a minor correction was needed upon original filing. Routine new-director insider disclosure.

8-KOfficer or director changeJul 28-K — Item 5.02: Officer or director change
AI summary

Consolidated Edison's Boards elected Tali Farhadian Weinstein as a new director effective July 1, 2026, appointed to the Safety/Environment/Operations/Sustainability and Corporate Governance/Nominating committees. She has served as CEO of the Museum of Jewish Heritage and Trustee of the NY Public Library. Routine board expansion.

8-KShareholder voteMay 208-K — Item 5.07: Shareholder vote
AI summary

Consolidated Edison, Inc. (ED) filed an 8-K on May 18, 2026 disclosing annual shareholder meeting vote results (Item 5.07). Consolidated Edison is a New York City-based regulated electric and gas utility listed on the NYSE. Annual meeting results are routine governance disclosures.

8-KMaterial agreementMay 88-K — Item 1.01: Material agreement
AI summary

ED entered into a equity distribution agreement (8-K Item 1.01, dated 2026-05-08). Counterparty: Barclays Capital Inc., BNY Mellon Capital Markets, LLC, BofA Securities, Inc., C. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

424B5Prospectus supplement (offering)May 8424B5
AI summary

ED filed a 424B5 prospectus supplement dated 2026-05-08, representing an active capital markets transaction. This represents immediate dilution to existing shareholders.

+ 8 other (2 routine 8-Ks · 2 10-Qs · 2 earnings 8-Ks · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Con Edison to Report 3rd Quarter 2026 Earnings on November 5prnewswire.com·1d ago5 Utility Stocks With Yields High Enough to Matter and Coverage Strong Enough to Trust247wallst.com·1d agoWant $3,000 in Super-Safe Dividend Income? Invest $100,000 Into These 4 Utility Stocks Yielding an Average of 3.5%247wallst.com·7d agoConsolidated Edison, Inc. (ED) Discusses Strategy for Clean Energy Transition and Infrastructure Investments Transcriptseekingalpha.com·9d agoConsolidated Edison Maps $38B Grid Buildout to Power New York Electrificationmarketbeat.com·9d ago

In themes

Explore the broader themes this ticker is being talked about under.

The Power Grid

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Voices on X · last 7 days

No standout posts about $ED on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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