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EDED

Consolidated Edison, Inc.

$ED·$41B·Regulated Electric·Utilities
$112.32+1.8%YTD+12.7%1Y+11.8%
Mentions · last 7 days
2026-07-10: 129 posts2026-07-11: 48 posts2026-07-12: 99 posts2026-07-13: 143 posts2026-07-14: 67 posts2026-07-15: 77 posts2026-07-16: 50 posts637+11%
Price updated 11h ago·X counts updated 11h ago
EDED
$EDConsolidated Edison, Inc.
$112.32+1.82%637 posts+11%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $ED, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-16

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

New York utility with a low-beta compounder profile and a $450M corporate event — quiet quality at a fair price.

Consolidated Edison is the regulated electric-and-gas utility serving New York City and Westchester — the classic municipal-monopoly compounder that pays a reliable dividend and grows revenue in line with population and ratebase. The stock is up 11% YTD in a defensive-heavy tape.

  • Revenue grew 6% YoY at $4B last quarter with a 23% operating margin — steady growth for a regulated utility, and the operating margin expansion suggests continued rate-case successes.
  • Trades at 18x TTM earnings, 2.3x sales, and a 7.2% FCF yield — reasonable for a low-beta regulated utility with 3% ROIC; the low beta of 0.26 makes this a real defensive holding in a volatile market.
  • The June 3 8-K disclosing a $450M corporate event is worth naming — the specific nature isn't in the excerpt, but a $450M transaction is a real balance-sheet or transmission-asset event that will show up in the next print.
  • Insider Kirkland Andrews' $955K F-InKind vesting sale on July 9 is a tax-related event rather than distributing; the July 6 director grants were routine.
  • 52-week position 72nd percentile with position vs 200-day MA +4% — the tape is confirming the defensive-quality narrative; volume is modest, which is typical for a utility.

August 6 Q2 earnings is the setup: revenue growth held plus a raised FY26 EPS guide is what confirms the setup; any regulatory-issue reversal or a rate-case unfavorable ruling is where the tape drifts back to $100. Real quality-utility franchise at a fair multiple — the setup rewards continued regulatory execution and stable ratebase growth.

What to watch: Aug 6 Q2 earnings — need revenue growth held and a raised FY26 EPS guide. Any regulatory-issue reversal or unfavorable rate-case ruling is where the tape drifts back to $100.

On the calendar: 2026-08-06 — Q2 earnings

sentiment absent

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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

No material change from last week — Dominion Virginia (D) is the primary data center utility, and nuclear power re-rating (CEG, Oklo's DOE clearance milestone this week) continues as the..

What this means for $ED

Partial — Regulated utility delivering electricity, gas, and steam in New York City and Westchester under long-term rate agreements; the data center load growth and nuclear PPA re-rating of rate base creates tailwinds for one product line, not the full operation.

Industry benchmark

23-name peer basket
+426.7%YTD
+7.3%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
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%
Q2 2025Aug 7, 2025$0.67$0.64+4.5%
Next earningsThu, Aug 6·consensus EPS $0.76

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 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$17.5B$17.2B – $17.9B$6.10$6.01 – $6.1610
FY27$18.2B$17.8B – $19.2B$6.48$6.06 – $6.6310
FY28$18.9B$18.8B – $19.0B$6.90$6.86 – $6.9511
FY29$18.9B$18.1B – $19.8B$7.36$6.94 – $7.835
FY30$19.6B$18.8B – $20.6B$7.79$7.34 – $8.285

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.0.7×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.82%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.+3.9%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.+6.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 367.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% 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.β0.265-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

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

Recent transactions

BuyJun 15Joseph MillerVP & Controller1 sh$110BuyMar 16Joseph MillerVP & Controller1 sh$109SellMar 12Deneen L DonnleySVP and General Counsel1.9K sh$219KSellFeb 27William J MulrowDirector7.9K sh$893K
+ 40 other (23 awards · 8 exempts · 7 returns · 2 inkinds) in window

See when $ED insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
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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-KAgreement terminatedMar 118-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
8-KMaterial agreementFeb 258-K — Item 1.01: Material agreement · Item 8.01: Other event
+ 11 other (3 13Gs · 2 earnings 8-Ks · 2 proxys · 1 routine 8-K) in window

Recent news

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

CON EDISON DECLARES COMMON STOCK DIVIDENDprnewswire.com·17h agoCon Edison to Report 2nd Quarter 2026 Earnings on August 6prnewswire.com·2d agoUS power companies scramble to secure equipment as surging data center demand strains suppliesreuters.com·8d agoED vs. D: Which Utility Stock Is the Better Long-Term Investment?zacks.com·11d agoCon Edison Elects New Board Memberprnewswire.com·15d 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.

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