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EDED

Consolidated Edison, Inc.

$ED·$40B·Regulated Electric·Utilities
$107.49+0.7%YTD+8.8%1Y+9.5%
Mentions · last 7 days
2026-08-20: 3 posts2026-08-21: 4 posts2026-08-22: 0 posts2026-08-23: 0 posts25-7%
Price updated 1d ago·X counts updated 6d ago
EDED
$EDConsolidated Edison, Inc.
$107.49+0.75%25 posts-7%
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 2026-08-29

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

NYC dividend-aristocrat utility executing steady 6-9% EPS growth; the multiple is fair, the multi-year rate-base is the story.

Consolidated Edison is a $39.8B NYC + Westchester regulated utility (electric, gas, steam distribution) at $107.49 — +9% YTD, +9% t12m, sitting at 59% of its 52w range and near-flat vs 200d. Classic dividend-aristocrat trading pattern.

  • Q2 EPS $0.83 vs $0.76 (+9.8% beat), Q1 EPS $2.55 (Q1 is seasonal winter-peak for heating load, so the sequential drop is normal). Q4 $0.82. Beat/miss magnitudes are consistently under 5% — the utility with no execution surprises.
  • Q1 revenue $5.1B (+6.2% YoY), Q4 $4.0B (+8.9%) — rate-base growth is showing through.
  • Cash economics: PE 17.8, PS 2.26, ROE 8.8%, op-margin 17.3%, D/E 1.06 (moderate utility leverage), EV/EBITDA 9.45, FCF yield 7.2%. High-quality dividend-aristocrat name at a fair multiple.
  • Analyst path FY26 EPS $6.10 → FY27 $6.49 (~6.3% growth) — steady rate-base compounding path.
  • Structural: 368M float, beta 0.26 (typical utility low-beta), position steady.
  • Recent director appointment (Tali Farhadian Weinstein) and its 3/A amendment — governance addition.
  • News frames ED as a "Dividend Aristocrat" alongside BDX, EMR, PH — the income-stock lens is the primary buyer profile.
  • Sentiment feed is contaminated: $ED chatter is entirely about a Solana memecoin called Edward Diamond Hands (LP setups, small buys, diamond-handing framing) — nothing about Con Edison.

Read as a NYC/Westchester regulated dividend-aristocrat utility with metronome-steady rate-base growth and no execution surprises; the debated question is whether the pace of NYC electric-load growth (data center + electrification) accelerates the multi-year rate-base plan or whether the multiple stays capped at the current 17-18x forward level.

What to watch: NYC electric-load acceleration (data centers, electrification), any large rate-case update, and Q3 rate-base commentary on the Nov 5 print.

On the calendar: 2026-11-05 Q3 earnings

sentiment ticker collision

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Neutral sentiment6 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 the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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; partial earnings exposure to regulated electric demand dynamics through its product portfolio.

Industry benchmark

23-name peer basket
+5.6%YTD
-0.0%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 $2.04

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$17.3B – $18.0B$6.10$6.01 – $6.1611
FY27$18.2B$17.7B – $19.4B$6.49$6.05 – $6.6111
FY28$18.9B$17.4B – $21.1B$6.91$6.90 – $6.9312
FY29$19.1B$18.0B – $20.3B$7.38$6.82 – $7.9811
FY30$19.8B$18.6B – $21.0B$7.82$7.22 – $8.456

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.59%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.-2.1%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.+0.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

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$219K
+ 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-KAgreement terminatedMar 118-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
+ 11 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Archer Investment Corp Buys Shares of 5,526 Consolidated Edison Inc $EDdefenseworld.net·1d ago5 Dividend Aristocrats That Belong in Every Income Portfolio247wallst.com·3d agoAllworth Financial LP Makes New Investment in Consolidated Edison Inc $EDdefenseworld.net·8d agoDividend Champion, Contender, And Challenger Highlights: Week August 16seekingalpha.com·15d agoBuy, Sell, or Hold These 4 Dividend Kings After Earnings: BDX, ED, EMR, PHzacks.com·17d 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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