Expert Outlook: Consolidated Edison Through The Eyes Of 9 Analysts
Nine analysts have recently provided their evaluations of Consolidated Edison (NYSE: ED), showing a mix of somewhat bearish and indifferent sentiments. The average 12-month price target for ED is $102.33, reflecting a slight decrease from the previous average. Consolidated Edison, a holding company for utilities in southeastern New York and parts of New Jersey, demonstrates strong financial performance with a high market capitalization, impressive net margin, and effective asset utilization.
EQT buys larger stake in Mountain Valley Pipeline
EQT Corp., in partnership with Blackstone Credit & Insurance, will increase its ownership in the Mountain Valley Pipeline by exercising an option to acquire part of Con Edison's stake for approximately $115 million. This deal follows EQT's regaining partial ownership after acquiring Equitrans Midstream Corp. in 2024. The agreement was finalized on January 2nd and is expected to close in the first half of the year.
Mizuho Securities Adjusts Consolidated Edison Price Target to $118 From $112, Maintains Outperform Rating
Mizuho Securities has increased its price target for Consolidated Edison (ED) shares to $118 from the previous $112, while reaffirming an "Outperform" rating on the stock. This adjustment follows several recent updates from other financial institutions regarding Consolidated Edison's price targets and comes shortly after the company reported its Q4 and full-year 2025 earnings.
Consolidated Edison Q4 Earnings Beat Estimates, Revenues Rise Y/Y
Consolidated Edison (ED) reported strong fourth-quarter 2025 results, with adjusted earnings of 89 cents per share surpassing the Zacks Consensus Estimate despite a year-over-year decline. The company also saw a significant increase in total operating revenues, reaching $3.99 billion and exceeding expectations. Looking ahead, Consolidated Edison provided a 2026 adjusted earnings guidance of $6.00-$6.20 per share and outlined substantial capital investments for the 2026-2030 period.
Consolidated Edison Q4 Earnings Beat Estimates, Revenues Rise Y/Y
Consolidated Edison (ED) reported strong fourth-quarter 2025 results, with adjusted earnings of 89 cents per share surpassing the Zacks Consensus Estimate. Total operating revenues also exceeded expectations, reaching $3.99 billion, an 8.9% increase year-over-year. The company provided its 2026 adjusted earnings guidance, projecting $6.00-$6.20 per share, and outlined significant capital investments for 2026-2030.
Consolidated Edison Q4 Earnings Beat Estimates, Revenues Rise Y/Y
Consolidated Edison reported fourth-quarter 2025 adjusted earnings of $0.89 per share, beating the Zacks Consensus Estimate of $0.84, while revenues rose 8.9% year-over-year to $3.99 billion. The company also introduced its 2026 guidance, forecasting adjusted earnings between $6.00 and $6.20 per share and a five-year growth rate of 6-7%.
Consolidated Edison (ED) Reports Strong Q4 Results and Solid 2026 Outlook
Consolidated Edison (ED) reported strong Q4 results with a Non-GAAP EPS of $0.89 and a 9% year-over-year revenue increase to $4 billion. The company projects an adjusted EPS range of $6.00 to $6.20 by 2026 and a five-year compounded annual EPS growth rate of 6% to 7%. Significant capital investments are planned, totaling $24,339 million from 2028 to 2030, indicating a focus on future growth and infrastructure development.
Con Edison Earnings Climb as Infrastructure Spend Ramps Up
Con Edison reported increased net income and adjusted earnings per share for 2025, driven by rate base growth and infrastructure investments. While fourth-quarter results were softer, the company projects continued growth through 2030, supported by a substantial $37 billion capital spending program. This investment will focus on grid upgrades, gas system modernization, and clean energy integration, positioning Con Edison for mid-single-digit earnings expansion despite rising costs and potential dilution.
Con Ed (ED) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
Consolidated Edison (ED) reported Q4 2025 revenue of $4 billion, an 8.9% year-over-year increase, surpassing the Zacks Consensus Estimate by 8.07%. The company also beat EPS estimates, recording $0.89 compared to a consensus of $0.84. Key metrics like Operating revenues for O&R and CECONY also exceeded analyst expectations, though Operating Income figures generally came in below estimates.
Consolidated Edison misses quarterly profit estimates on higher operating and interest expenses
Consolidated Edison (ED.N) reported fourth-quarter profit that missed Wall Street estimates due to higher operating and interest expenses. The utility's operating expenses rose to $3.51 billion and interest expenses increased to $313 million. The company forecasts full-year adjusted profit in the range of $6 to $6.20 per share and expects capital investments of approximately $6.56 billion in 2026 and $6.76 billion in 2027.
Con Ed: Q4 Earnings Snapshot
Consolidated Edison Inc. (ED) reported a strong fourth quarter with a profit of $297 million, or 82 cents per share, which adjusted to 89 cents per share, surpassing Wall Street expectations. The utility also exceeded revenue forecasts, posting $4 billion for the quarter. For the full year, Con Ed achieved a profit of $2.02 billion on $16.92 billion in revenue, and projects full-year earnings between $6 and $6.20 per share.
Consolidated Edison (ED) Q4 Earnings and Revenues Top Estimates
Consolidated Edison (ED) reported Q4 earnings of $0.89 per share, exceeding the Zacks Consensus Estimate of $0.84, while revenues reached $4 billion, surpassing estimates by 8.07%. The utility company has outperformed the S&P 500 year-to-date, and its stock currently holds a Zacks Rank #2 (Buy), indicating expected outperformance in the near future. Another industry peer, Pinnacle West (PNW), is set to report its results soon.
Earnings Flash (ED) Consolidated Edison Posts Q4 Revenue $3.995B, vs. FactSet Est of $3.61B
Consolidated Edison (ED) reported Q4 revenue of $3.995 billion, surpassing FactSet's estimate of $3.61 billion. This news comes shortly after the company announced its Q4 adjusted earnings fell, and it had missed quarterly profit estimates due to higher operating and interest expenses.
Consolidated Edison earnings on deck after rate case approval By Investing.com
Consolidated Edison (ED) is set to report its fourth-quarter earnings after state regulators approved a three-year rate plan. Analysts anticipate adjusted earnings of $0.85 per share on revenue of $3.71 billion, reflecting a decline in earnings year-over-year but a slight increase in revenue. The utility faces challenges balancing infrastructure spending with affordability concerns, and its ability to maintain its dividend growth streak will be a key focus for investors.
Consolidated Edison earnings on deck after rate case approval
Consolidated Edison (Con Ed) is set to release its fourth-quarter earnings following the approval of a three-year rate plan. While this provides regulatory clarity through 2028, analysts are cautious due to the lower-than-proposed rate increases and significant affordability concerns among customers, which could impact the utility's ability to balance infrastructure spending and maintain its dividend growth streak. Investors will be observing earnings per share and revenue, comments on grid reliability, and the implications of New York's political environment on the utility's financial performance.
EQT Corporation (NYSE:EQT) Q4 2025 Earnings Call Transcript
EQT Corporation reported stellar Q4 and full-year 2025 results, demonstrating strong operational performance, significant free cash flow generation, and robust financial strength. The company exceeded expectations in production, cost structure, and free cash flow, including navigating challenges posed by Winter Storm Fern. EQT plans further investments in high-return growth projects, such as compression and infrastructure, aiming for sustainable value creation and anticipating record free cash flow generation in Q1 2026 and for the full year.
EQT buys larger stake in Mountain Valley Pipeline
EQT, in a joint venture with Blackstone Credit and Insurance, is set to acquire Con Edison's stake in a pipeline for $213 million. This transaction involves exercising an option to buy compression and mainline assets, and is expected to close this year. The article highlights EQT's increased investment in the Mountain Valley Pipeline.
EQT (EQT) Q4 2025 Earnings Call Transcript
EQT Corporation reported strong financial and operational results for Q4 2025 and the full year 2025, with $2.5 billion in free cash flow and significant efficiency gains. The company outlined a 2026 strategy focusing on maintenance capital, high-return growth investments, and further deleveraging, projecting a cumulative free cash flow exceeding $16 billion over the next five years. EQT also highlighted its strategic investments in pipeline infrastructure, increased Mountain Valley Pipeline ownership, and an opportunistic hedging strategy that capitalizes on market volatility.
Ex-Dividend Reminder: Warner Music Group Corp, Aramark and Consolidated Edison
Warner Music Group Corp, Aramark, and Consolidated Edison Inc are set to trade ex-dividend on February 18, 2026. This article details their upcoming quarterly dividend payments and the expected stock price adjustments. It also provides historical dividend data and estimated annual yields for each company.
Austin law firm offers free webinar to explain Entergy Texas transmission line
An Austin law firm, Braun and Gresham, is hosting a free webinar on Monday, February 23, 2026, to inform landowners about their rights regarding the new Entergy Texas transmission line. This 145-mile, 500-kV line, approved by the Public Utility Commission of Texas, will span eight counties and is expected to be fully energized by the end of 2029 to boost reliability and meet growing power demands. The webinar aims to explain the implications for property owners along the route.
American Electric Power Company (AEP) Earnings Growth And 17.2% Margin Reinforce Consensus Narratives
American Electric Power Company (AEP) reported Q3 FY 2025 revenue of US$6.0 billion and a strong trailing net profit margin of 17.2%. The company's earnings growth is supported by significant capital investments and expected load gains, primarily from commercial and industrial demand. Despite this growth, the article highlights concerns regarding the coverage of dividends and interest payments by free cash flow, given the substantial capital spending plans.
Should You Buy Consolidated Edison Stock Before Feb. 19?
Consolidated Edison (NYSE: ED) is reporting its fourth-quarter and full-year earnings on February 19th. The company's dividend record date is February 18th, meaning investors must own shares before this date to receive the upcoming payment. Consolidated Edison recently increased its dividend for the 52nd consecutive year, making it a "Dividend King," and its current yield is 3.1%.
Is Consolidated Edison (ED) Outperforming Other Utilities Stocks This Year?
Consolidated Edison (ED) has shown strong performance this year, with a 14.5% gain, outperforming the Utilities sector's average return of 11.1%. It holds a Zacks Rank of #2 (Buy) due to improved analyst sentiment and a stronger earnings outlook. Another utility stock, Entergy (ETR), also outperformed the sector with a 13.7% return and a Zacks Rank #2 (Buy).
Hundreds of Brooklyn residents without power overnight
Hundreds of Brooklyn residents in Williamsburg experienced a power outage that began Monday afternoon. Con Edison officials predict the power will not be restored until Tuesday afternoon.
Should You Buy Consolidated Edison Stock Before Feb. 19?
Consolidated Edison (NYSE: ED) is scheduled to report its Q4 and full-year earnings on February 19th, which is also the day after its dividend record date for the next payment. Investors who wish to receive the upcoming dividend, which the company just increased for the 52nd consecutive year, must own shares before February 19th. While earnings might not significantly move the stock, waiting until after the earnings report could be an option for those not prioritizing the next dividend payment.
Should You Buy Consolidated Edison Stock Before Feb. 19?
Consolidated Edison (NYSE: ED) is reporting its Q4 and full-year earnings on February 19th, which is also the day after its dividend record date. Investors must own shares before February 19th to receive the upcoming dividend payment, which was recently increased by 4.6% to $0.8875 per share, extending the company's dividend growth streak to 52 years. While earnings may not significantly move the stock, buying shares before the record date is crucial for those prioritizing the dividend payment.
NEE Stock Outpaces Industry in a Month: Time to Buy, Hold or Sell?
NextEra Energy (NEE) has seen a 12.2% gain in its stock over the past month, outperforming the Zacks Utility - Electric Power industry, due to solid operational performance, an expanding customer base, and the potential for declining interest rates. The company is poised to benefit from Florida's economic growth and is making significant investments in infrastructure and clean energy, with a capital return program that includes an anticipated 10% annual dividend increase through 2026. Despite a Zacks Rank #3 (Hold) and trading at a premium, its strong fundamentals and earnings growth make it a good long-term hold, though investors might seek a more attractive entry point.
Edison International to Release Q4 Earnings: What's in Store?
Edison International (EIX) is set to release its fourth-quarter 2025 earnings on February 18, with strong expectations for growth driven by infrastructure investments, a new rate structure, and retroactive revenue collections. The company is predicted to beat earnings estimates, with a Zacks Rank #3 and an Earnings ESP of +8.65%. Other utility stocks like Alliant Energy, Consolidated Edison, and AES Corporation also show potential for earnings beats.
Are financial experts on Wall Street forecasting that Consolidated Edison shares will rise or fall?
Consolidated Edison (ED) shares have outperformed the market and utilities sector, with a 18.9% gain over the past year. The company announced its 52nd consecutive annual dividend increase to $3.55 per share, maintaining a payout ratio target of 55-65%. While the consensus analyst rating is "Hold," ED's current share price is above the average target, and the highest target implies a potential 12.6% upside.
Are financial experts on Wall Street forecasting that Consolidated Edison shares will rise or fall?
Consolidated Edison (ED) shares have outperformed the S&P 500 and the utilities sector over the past year. The company recently announced its 52nd consecutive annual dividend increase. While analysts have a consensus "Hold" rating, the highest price target suggests a potential upside, despite the current share price being above the average target.
Con Edison sells 6.6% stake in Mountain Valley Pipeline to Ares Management for $357.5M
Con Edison has divested its 6.6% ownership interest in the Mountain Valley Pipeline to funds managed by Ares Management for $357.5 million. This sale is part of Con Edison's strategy to exit the fossil fuel business and focus on its regulated electric and gas utility businesses and clean energy. Con Edison expects to use the proceeds to support its core operations and further its clean energy initiatives.
Is Consolidated Edison (ED) Still Attractive After Strong Multi‑Year Share Price Gains
Consolidated Edison (ED) has seen strong share price gains over multiple years, leading to questions about its current valuation. While a Dividend Discount Model suggests the stock is slightly overvalued by about 9.8%, a Price-to-Earnings analysis indicates it might be undervalued given its P/E of 20.16x compared to a Fair Ratio of 22.79x. The article encourages investors to use "Narratives" for a more personalized valuation approach, considering their own forecasts for the company's future performance.
Rhumbline Advisers Decreases Position in DTE Energy Company $DTE
Rhumbline Advisers recently trimmed its stake in DTE Energy Company by 4.4% in the third quarter, selling 16,575 shares and bringing its total holdings to 358,901 shares valued at $50.76 million. Despite this reduction, other institutional investors like Vanguard Group Inc., State Street Corp, and Geode Capital Management LLC increased their positions in DTE Energy. The company's stock has seen a 2.8% increase, trading at $144.87, and has a market capitalization of $30.09 billion, along with a recent quarterly dividend announcement of $1.165 per share.
Wall Street's Insights Into Key Metrics Ahead of Con Ed (ED) Q4 Earnings
Con Edison (ED) is expected to report Q4 earnings of $0.84 per share, a 14.3% decline year-over-year, with revenues forecasted at $3.7 billion, up 0.8%. Analysts' consensus estimates for various operating revenues, including 'Operating revenues- CECONY' at $3.46 billion and 'Operating revenues- Electric' at $2.75 billion, suggest mixed year-over-year changes across different segments. The stock currently holds a Zacks Rank #3 (Hold), indicating performance in line with the overall market.
Consolidated Edison Inc $ED Shares Acquired by Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co increased its stake in Consolidated Edison (NYSE:ED) by 8.8% in the third quarter, bringing their total holdings to 123,215 shares valued at approximately $12.39 million. Consolidated Edison has also raised its quarterly dividend to $0.8875 per share, resulting in an annualized dividend of $3.55 and a yield near 3.2%. Analysts currently have a "Reduce" consensus rating for the stock, with a target price of $104.20.
ING Groep NV Raises Stock Position in Consolidated Edison Inc $ED
ING Groep NV has increased its stake in Consolidated Edison Inc (NYSE:ED) by 34.3% in the third quarter, bringing its total holdings to 46,687 shares valued at $4.69 million. Other institutional investors like Vanguard Group Inc., Geode Capital Management LLC, and Norges Bank have also significantly modified their positions in the utilities provider. The article also provides a financial overview of Consolidated Edison, including its market cap, P/E ratio, dividend information, and recent analyst ratings.
Krilogy Financial LLC Purchases Shares of 12,947 Consolidated Edison Inc $ED
Krilogy Financial LLC recently acquired a new position in Consolidated Edison Inc (NYSE:ED) during the third quarter, purchasing 12,947 shares valued at approximately $1.244 million. Other institutional investors have also adjusted their holdings in the utility provider. Consolidated Edison's stock has seen a 1.6% increase, and the company recently declared a quarterly dividend of $0.8875 per share, representing an increase from its previous dividend.
Rhumbline Advisers Sells 29,756 Shares of Consolidated Edison Inc $ED
Rhumbline Advisers recently reduced its stake in Consolidated Edison Inc (NYSE:ED) by 3.7% in the third quarter, selling 29,756 shares and holding 783,643 shares valued at $78.77 million. Other institutional investors also adjusted their positions, with most increasing their holdings in the utilities provider. Separately, Director John F. Killian sold 2,276 shares of ED stock for over $220,000, reducing his direct ownership by 5.56%.
Is CenterPoint Energy Quietly Turning Into a Dividend-Powered Total Return Story?
CenterPoint Energy (CNP) has demonstrated strong financial performance over the past year, outperforming many utilities and delivering double-digit total returns to investors, driven by rate-approved growth, grid modernization, and consistent dividends. Wall Street analysts maintain a "Buy" or "Overweight" consensus rating, projecting continued growth and a favorable regulatory environment, particularly in Texas. While risks like interest rate sensitivity and regulatory changes exist, the company's focus on essential infrastructure in high-growth regions positions it well for future compounding returns, making it an attractive option for income-focused investors seeking stability and modest capital appreciation.
Caprock Group LLC Makes New Investment in Consolidated Edison Inc $ED
Caprock Group LLC has acquired a new stake in Consolidated Edison Inc (NYSE:ED) during the third quarter, purchasing 26,065 shares valued at approximately $2.586 million. Other institutional investors like Vanguard Group Inc. and Geode Capital Management LLC also increased their holdings. The article details insider trading activity, recent analyst ratings, financial performance metrics, and Consolidated Edison's recent dividend increase.
Assetmark Inc. Raises Stock Holdings in Consolidated Edison Inc $ED
Assetmark Inc. increased its stake in Consolidated Edison Inc. by 2.9% in the third quarter, bringing its total holdings to 671,488 shares valued at approximately $67.5 million. The utilities provider also recently announced an increase in its quarterly dividend to $0.8875 per share, representing an annualized yield of 3.2%. Despite these positive developments, analysts maintain a "Reduce" consensus rating with an average price target of $104.20, which is below the recent share price of $111.65.
Consolidated Edison Inc (NYSE:ED) Receives Average Rating of "Reduce" from Analysts
Fifteen analysts have given Consolidated Edison (NYSE:ED) a consensus "Reduce" rating, with an average 12-month target price of $104.20. The company recently increased its quarterly dividend to $0.8875, resulting in an annualized dividend of $3.55 and a 3.2% yield. Despite several firms trimming price targets, the stock is currently trading above the average analyst target at around $111.65.
Meralco taps Hubbell’s Aclara for smart meter rollout
Manila Electric Co. (Meralco) has partnered with Hubbell Inc.'s subsidiary Aclara Meters Philippines Inc. to roll out over 72,000 smart meters across its franchise area, starting this year. This initiative is part of Meralco's Advanced Metering Infrastructure (AMI) Program, aiming to deploy about 12 million smart meters over the next decade to enhance real-time monitoring, remote reading, and grid intelligence. The partnership supports Meralco's digital transformation and its planned Grid-Edge Operations and Control Center (GEOCC), which will improve network visibility and customer energy management.
Jeanine Pirro sues Con-Ed , NY town over trip at construction site that caused her brain bruising
Jeanine Pirro is suing Con Edison and the town of Rye, New York, claiming a "dangerous" construction site caused her to trip and suffer a brain contusion and other injuries last August. The lawsuit alleges negligence on the part of the company and the town, where Pirro resides. She is seeking damages for pain, suffering, inconvenience, and other losses, but the specific amount is not disclosed.
Jeanine Pirro files $250K injury lawsuit against City of Rye, Con Edison
Jeanine Pirro has filed a $250,000 injury lawsuit against the City of Rye and Con Edison. She claims that a preventable injury left her bedridden. The lawsuit seeks damages for the injuries sustained.
DTE Energy to Release Q4 Earnings: Here's What You Need to Know
DTE Energy is scheduled to release its fourth-quarter 2025 earnings on February 17th, with analysts expecting an slight increase in earnings per share but a decrease in revenue. The company's performance is anticipated to be boosted by strategic infrastructure investments, strong contracted power and gas portfolios, and increased demand from data centers, despite potential offsets from higher operation and maintenance expenses. Zacks' quantitative model predicts an earnings beat for DTE Energy, which currently holds a Zacks Rank #3.
Consolidated Edison (ED) Expected to Beat Earnings Estimates: Should You Buy?
Consolidated Edison (ED) is expected to report a year-over-year decline in earnings but higher revenues for the quarter ended December 2025. With a Zacks Earnings ESP of +0.25% and a Zacks Rank of #3, the company is highly likely to beat the consensus EPS estimate of $0.84 per share. While other factors influence stock movement, ED appears to be a compelling candidate for an earnings beat.
Consolidated Edison (ED) Expected to Beat Earnings Estimates: Should You Buy?
Consolidated Edison (ED) is expected to beat earnings estimates for the quarter ended December 2025, with an anticipated EPS of $0.84 and revenues of $3.7 billion. The company holds a Zacks Rank #3 and has a positive Earnings ESP of +0.25%, indicating a high probability of an earnings beat when results are released around February 19. This positive outlook follows a history of beating consensus EPS estimates in three of the last four quarters.
DTE Energy to Release Q4 Earnings: Here's What You Need to Know
DTE Energy (DTE) is set to announce its fourth-quarter 2025 results on February 17, with analysts expecting an earnings beat. The company's performance is anticipated to be boosted by strategic infrastructure investments and increased electricity demand from data centers. The Zacks Consensus Estimate forecasts earnings of $1.52 per share and revenues of $3.39 billion, with an Earnings ESP of +0.31%.
PG&E cuts home power bills 11%, marks 3rd year without equipment-caused major wildfires
PG&E Corporation reported solid 2025 financial results, with GAAP EPS of $1.18 and non-GAAP core EPS of $1.50, and tightened its 2026 non-GAAP core EPS guidance to $1.64–$1.66 per share. The company achieved a third consecutive year of zero major wildfires caused by its equipment, completed 334 miles of undergrounded powerlines in 2025, and reduced residential electric rates by 11% since January 2024. These operational improvements and cost reductions underscore PG&E's ongoing commitment to safety, reliability, and affordability for its customers.
