BXM Wealth LLC Takes Position in Consolidated Edison Inc $ED
BXM Wealth LLC has acquired a new stake of 10,232 shares in Consolidated Edison Inc (NYSE:ED), valued at approximately $1,016,000, during the fourth quarter. This move comes as Consolidated Edison reported strong Q4 results, beating EPS and revenue estimates, and raised its quarterly dividend to $0.8875. Despite a "Reduce" consensus rating from Wall Street with a target price below its current share price, other institutional investors have also increased their holdings in the utilities provider.
45,261 Shares in Consolidated Edison, Inc. (NYSE:ED) Acquired by Los Angeles Capital Management LLC
Los Angeles Capital Management LLC has increased its stake in Consolidated Edison, Inc. (NYSE:ED) by purchasing 45,261 shares, bringing its total ownership to 76,013 shares valued at approximately $6,236,000. This acquisition makes Los Angeles Capital Management LLC the 18th largest shareholder in the utility company. Other institutional investors have also recently adjusted their holdings in Consolidated Edison.
How Investors May Respond To WEC Energy Group (WEC) Extending Oak Creek And Raising Multi‑Year Rates
WEC Energy Group's Wisconsin utilities have filed multi-year rate requests and extended the retirement of Oak Creek Power Plant units 7 and 8 through 2027 to ensure grid reliability and fund infrastructure and clean energy investments. This move, coupled with proposed governance changes and capital spending, significantly impacts WEC's investment narrative. The article examines how the Oak Creek life extension and associated rate requests could influence the company's financial outlook and investor perception, especially concerning its $28 billion capital plan and the recovery of costs.
ED Financials: Revenue Breakdown, Margins & Competitor Comparison
Consolidated Edison Inc (ED) generates most of its revenue from CECONY Electric, which accounts for 82.4% of its total sales. The company demonstrates strong profitability with a gross margin of 60.34% and a net margin of 7.44%, alongside an 8.77% Return on Equity. ED, with a market capitalization of $41.71B, outperforms competitors like PEG and CIG in gross margin.
Consolidated Edison Inc (NYSE:ED) Receives Consensus Recommendation of "Reduce" from Brokerages
Consolidated Edison Inc (NYSE:ED) has received a consensus "Reduce" recommendation from 15 brokerages, with an average 12-month price target of $108.80, below its current trading level of ~$115.50. Despite this, the company recently surpassed earnings and revenue estimates and raised its quarterly dividend, now offering a 3.1% yield. Insiders have recently sold shares, while institutional investors have adjusted their positions.
Why Income Investors Trust Consolidated Edison (ED) in Uncertain Times
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Consolidated Edison, Inc. (ED) Stock Forecasts
Argus has raised its target price for Consolidated Edison, Inc. (ED) to $118. Consolidated Edison serves millions of electric, gas, and steam customers primarily in New York and has become a pure-play regulated utility after selling its Clean Energy Businesses. The company operates through several subsidiaries providing various energy-related products and services.
National Grid plc (NGG) stock price, news, quote and history
This Yahoo Finance page provides a comprehensive overview of National Grid plc (NGG), including its current stock price, financial statistics, performance data, and recent news. The company is involved in electricity and gas transmission and distribution across the UK and parts of the US. Recent headlines include a downgrade by UBS to "Sell" and discussions about its dividend prospects.
Northland Securities Forecasts Nano Nuclear Energy's Q1 Earnings
Northland Securities analysts, led by J. Grampp, forecast Nano Nuclear Energy Inc. (NASDAQ: NNE) will post a Q1 2027 loss of ($0.48) per share. This projection offers an early look at the company's financial performance as it continues to develop advanced nuclear microreactor technologies. Investors are closely watching these estimates ahead of the official earnings release.
Exchange Traded Concepts Trims Stake in Consolidated Edison
Exchange Traded Concepts LLC significantly reduced its stake in Consolidated Edison Inc. by 49% during the fourth quarter of 2025, selling 10,655 shares and leaving them with 11,105 shares worth $1,103,000. This move reflects broader shifts in the investment landscape for utility stocks, influenced by rising interest rates and the renewable energy transition, even though Consolidated Edison remains a stable dividend-paying company. The transaction highlights the dynamic nature of the utility sector and how fund managers adjust portfolios to changing market conditions.
Exchange Traded Concepts LLC Cuts Stake in Consolidated Edison Inc $ED
Exchange Traded Concepts LLC significantly reduced its stake in Consolidated Edison Inc. (NYSE:ED) by 49% in Q4, selling 10,655 shares. Consolidated Edison reported strong Q4 earnings, beating EPS expectations, and increased its quarterly dividend and future EPS guidance. The article also details other institutional investor activity, insider trades, and analyst ratings for the utility company.
National Grid plc (NG.L) stock price, news, quote and history
This page provides a comprehensive overview of National Grid plc (NG.L) stock, including its current price, historical data, and financial performance. It also details recent news and analyst insights related to the company. National Grid operates in electricity and gas transmission and distribution across the UK and parts of the US.
ED Stock News Today | Earnings, Events & Price Alerts
This page provides news and event updates for Consolidated Edison (ED), including recent headlines on arbitration settlements, dividend quality recognition, and investor meetings. It highlights Robert Hoglund's nomination as an independent director for Portland General Electric, noting his extensive background with Consolidated Edison. The platform also offers various AI trading tools and market analysis features.
Consolidated Edison Inc. stock outperforms competitors on strong trading day
Consolidated Edison Inc. stock (ED) rose 1.33% to $115.43 on Thursday, outperforming the S&P 500 Index which gained 0.11%, and the Dow Jones Industrial Average which fell 0.13%. This marks the second consecutive day of gains for the company's stock.
PUCO approves AEP request to raise Ohio electric bills by about $8 a month
Ohio utility regulators have approved American Electric Power's request to increase electric rates, leading to an estimated $8 monthly rise in customer bills. The Public Utilities Commission of Ohio reviewed and approved the rate hike primarily for transmission charges, which cover the cost of delivering electricity to consumers. Despite expected opposition, a preliminary vote supported AEP's request, and the new rates are scheduled to take effect later this year.
A Look At Sempra (SRE) Valuation After Wells Fargo’s Overweight Upgrade And Planned KKR Ecogas Transactions
Wells Fargo recently upgraded Sempra (SRE) to Overweight, prompting a re-evaluation of the utility's stock given its business simplification and planned transactions with KKR and Ecogas. Sempra is trading near US$97.41, against an average analyst target of US$102.69, suggesting a 5% undervaluation based on one fair value estimate. However, its P/E ratio of 35.4x compared to an industry average of around 20x raises concerns about its current valuation.
Consolidated Edison (NYSE: ED) director receives stock units as board fee
Consolidated Edison (NYSE: ED) director Michael W. Ranger received 430.730 Deferred Stock Units (DSUs) as his quarterly board retainer fee, valuing each unit at $113.18. These DSUs were granted in lieu of cash under the company's Long Term Incentive Plan, increasing his total direct holdings to 99,017.129 shares, which also includes DSUs from prior dividend reinvestments. This transaction is considered a routine, compensation-related increase to his equity stake.
Financial Planning Hawaii Inc. Invests $593,000 in Parker-Hannifin Corporation $PH
Financial Planning Hawaii Inc. recently acquired a new position in Parker-Hannifin Corporation (NYSE:PH), purchasing 675 shares valued at approximately $593,000. This move is part of broader institutional investment in the industrial products company, which saw various hedge funds adjusting their stakes. Despite a recent stock dip, Parker-Hannifin reported strong quarterly earnings and announced a quarterly dividend, with analysts generally rating the stock as a "Moderate Buy."
SG Americas Securities LLC Purchases 150,867 Shares of Northwest Natural Gas Company $NWN
SG Americas Securities LLC significantly increased its stake in Northwest Natural Gas Company by 1,061.3% in Q4, acquiring 150,867 additional shares to hold a total of 165,082 shares, valued at approximately $7.72 million. This comes as Northwest Natural Gas recently increased its quarterly dividend to $1.97, an annualized $7.88, representing a 14.7% yield, and reported Q4 EPS of $1.39, beating estimates. The company also provided FY2026 EPS guidance of 2.95–3.15, maintaining a "Moderate Buy" consensus analyst rating with a $53.33 target price.
Duke Energy rate hike proposal sparks concerns over rising costs, clean energy
Duke Energy is proposing an 18% rate increase for residential electric customers in North Carolina over the next two years, sparking strong opposition from residents struggling with rising costs. While Duke Energy states the increase is necessary for grid reliability and to accommodate state growth, critics argue it will exacerbate financial strain and call for greater investment in renewable energy sources over fossil fuels. Business leaders, however, support the proposal, citing the importance of infrastructure investment for the state's rapid expansion.
Cognex Stock is Up 29% in 2026 and Analysts See More Upside Ahead
Cognex (CGNX) stock has seen a 29% increase in 2026, driven by strong Q4 2025 earnings which saw significant revenue growth, beat analyst estimates, and achieved profitability milestones ahead of schedule. Analysts are optimistic, with a mean price target of $65.50 suggesting a 37.6% upside, and TIKR's valuation model projects an 83.32 target by December 2030, supported by new customer acquisition and cost reduction programs. The company's focus on cost discipline and expanding EBITDA margins is expected to lead to continued EPS growth in the coming years.
WESCO Stock Surged 57% Last Year: Analysts See More Upside in 2026
WESCO International (WCC) saw its stock surge 57% last year, driven by record data center sales which are structurally resetting its revenue profile. Analysts predict EPS to rise significantly in FY 2026, supported by strong backlog growth and a substantial recovery in free cash flow. Despite missing Q4 EPS estimates, WESCO's guidance for 2026 and robust performance in its Communications and Security Solutions segment indicate continued upside potential.
Consolidated Edison’s $24.3 Billion Capital Plan Makes the Q4 Miss Look Like Noise
Consolidated Edison (ED) is poised for significant growth despite a Q4 2025 earnings miss, driven by a newly approved rate case for its New York utility operations that stabilizes earnings through 2028 and a $24.3 billion capital investment plan for 2028-2030. While Wall Street analysts maintain a cautious "Hold" rating, TIKR's valuation model suggests a higher price target of $163.35, reflecting the full impact of cost recovery and capital deployment on net income margins. The company also raised its 52nd consecutive annual dividend and aims for 6%-7% five-year adjusted EPS growth.
Michigan Grid Reliability Plan Approval Might Change The Case For Investing In CMS Energy (CMS)
CMS Energy subsidiary Consumers Energy received regulatory approval for its 2026 Reliability Action Plan, allowing significant upgrades to Michigan's electric grid. This approval supports the company's long-term capital investment strategy and reinforces its position as a key provider of electric reliability in Michigan. However, the investment narrative is heavily dependent on prudent funding, disciplined capital allocation, and continued regulatory support to manage the growing capital expenditure bill without eroding margins or stretching the balance sheet.
Mather Group Reduces Stake in Consolidated Edison
Mather Group LLC, a financial services firm, has reduced its stake in Consolidated Edison Inc. (NYSE: ED) by 29.5% in the fourth quarter of the prior year, selling 4,720 shares. This move signals a shift in investor sentiment amidst concerns over regulatory challenges and rising costs for the utility provider. The reduction reflects broader market uncertainty surrounding Consolidated Edison's near-term performance in the New York metropolitan area.
Dakota Wealth Management Grows Stock Holdings in Consolidated Edison Inc $ED
Dakota Wealth Management significantly increased its stake in Consolidated Edison (NYSE:ED) by 96.0% in Q4, acquiring 22,058 additional shares and bringing its total holdings to 45,036 shares valued at $4,473,000. The utilities provider also boosted its quarterly dividend to $0.8875 and issued FY2026 EPS guidance of $6.00-$6.20, surpassing the sell-side consensus. Despite a "Reduce" consensus rating from analysts with an average price target of $108.80, the company reported strong Q4 earnings, beating estimates with $0.89 EPS and showing an 8.9% revenue increase.
Consolidated Edison stock price forecast: bullish structure persists as ED trades at top of range
Consolidated Edison (ED) is currently trading in a bullish medium- and long-term structure, consolidating near short-term resistance between $112.00–$112.36. Despite mild overbought conditions and positive momentum signals, the uptrend lacks decisive strength. The forecast for the upcoming week suggests a trading range of $109.44–$112.50, with a high probability of further price increase, while strong support is near $109.65.
Vistra Corp. (VST) Rises Even as Market Declines: Key Information You Should Be Aware Of
Vistra Corp. (VST) showed resilience by climbing 2.09% to $155.48, outperforming a declining S&P 500 and Dow Jones Industrial Average. The company anticipates significant earnings per share and revenue growth for its upcoming report and the full fiscal year. VST holds a Zacks Rank of #3 (Hold) and presents favorable valuation metrics compared to its industry peers.
A Meta data center deal aims to cut Louisiana customer costs by $2.65B
Entergy Louisiana announced an additional agreement with Meta, which is expected to deliver approximately $2 billion in customer savings over 20 years, bringing the total benefits to $2.65 billion when combined with a prior commitment. The deal involves significant infrastructure buildout, including new generation, transmission, and storage, primarily funded by Meta. This initiative supports renewable energy, enhances grid reliability, and includes specific funding for customer programs, positioning Louisiana as a high-tech and energy innovation leader.
Top AES (AES) Competitors 2026
This article analyzes AES (AES) against its key competitors: NRG Energy (NRG), Ormat Technologies (ORA), Genie Energy (GNE), Public Service Enterprise Group (PEG), and Consolidated Edison (ED). It compares them across various financial metrics, analyst ratings, profitability, institutional ownership, dividends, risk, and media sentiment. The detailed comparisons highlight which company performs better in specific areas, assisting investors in evaluating AES relative to its peers.
The Vanguard Group reports 0 shares in Consolidated Edison (NYSE: ED)
The Vanguard Group has filed an amended Schedule 13G/A, reporting 0 shares (0%) of Consolidated Edison (NYSE: ED) common stock. This change is attributed to an internal realignment effective January 12, 2026, where certain Vanguard subsidiaries will now report their holdings separately. The filing specifies that this is an administrative reporting change and not an indication of share divestment.
Black Hills (NYSE:BKH) Stock Price
The article provides a detailed stock analysis of Black Hills (NYSE:BKH), highlighting its current market cap of US$5.2 billion and its stock performance. It notes a fair value of US$81.25, suggesting the stock is 15.4% undervalued, and discusses the company's financial health, operational segments, and future growth drivers, including a major capital investment strategy. Key details like revenue, profit margin, and earnings per share are presented, along with an overview of its utility operations and competitive landscape.
MIL:1WEC PB Ratio: 2.73 — Near Median
WEC Energy Group (MIL:1WEC) has a Price-to-Book (PB) Ratio of 2.73 as of March 26, 2026, which is 7% above its 10-year median of 2.54 and 76.1% above the Utilities - Regulated industry median of 1.55. GuruFocus rates WEC as "Modestly Overvalued" with a GF Score of 50/100 and identifies 10 warning signs. The article explains how the PB Ratio is calculated, provides historical data, and compares WEC's performance to its industry peers.
Consolidated Edison Inc. stock outperforms competitors on strong trading day
Consolidated Edison Inc. (ED) saw its stock rally by 1.35% to $111.52 on Thursday, marking its third consecutive day of gains. This performance occurred on a challenging trading day for the broader market, with the S&P 500 Index and Dow Jones Industrial Average both experiencing declines. The article highlights ED's outperformance relative to its competitors and major market indices.
Residents Say Con Ed Gas Transmission Line Damaged Sewer Laterals: Con Ed Denies Responsibility
Residents in Fox Meadow and Greenacres, Scarsdale, are encountering significant issues with their sewer laterals after a Con Edison gas transmission line project. Homeowners are finding their sewer lines compressed or damaged, leading to repair costs of $35,000-$42,000, and problems obtaining compliance certificates for home sales. Con Edison and its contractor, Network Infrastructure, are denying responsibility, attributing damage to other causes like tree roots, despite local officials and residents pointing to the gas line installation as the cause.
Electric innovation keeps Consolidated Edison steady after efficiency efforts
Consolidated Edison is integrating electric innovation, exemplified by the fully electric operations of thecrabbyshack, while emphasizing energy efficiency. The company's stock (ED) is trading at $110.03, consolidating near recent lows, but technical indicators suggest a high probability of stabilization above key support levels in the coming week. Investors are advised to monitor the impact of ongoing infrastructure upgrades and regulatory shifts on Consolidated Edison's future performance.
Consolidated Edison Sees Price Target Increases
Consolidated Edison (NYSE: ED) recently saw its price targets increased by analysts, with Morgan Stanley raising its target to $106 and JPMorgan to $113, both maintaining Underweight ratings. These adjustments reflect updated North American utilities models, constructive sector discussions about growth, stronger loads, and data-center-related deals. While offering actionable investor signals, the updates have limited novelty and minimal relevance to a data science audience.
Morgan Stanley Boosts ED Target to $106 on Constructive Sector Trends
Morgan Stanley has raised its price target for Consolidated Edison, Inc. (NYSE:ED) to $106 from $102, while reiterating an Underweight rating. This adjustment reflects constructive sector trends, including growth opportunities and stronger load expectations, especially from data centers. JPMorgan also recently increased its price target for ED to $113 from $107, maintaining an Underweight rating, indicating a general positive outlook on the utility sector's fundamentals.
Wealth Enhancement Advisory Services LLC Buys 16,656 Shares of Consolidated Edison Inc $ED
Wealth Enhancement Advisory Services LLC increased its stake in Consolidated Edison Inc. (NYSE:ED) by 5.6%, acquiring an additional 16,656 shares. The firm now holds 312,494 shares valued at approximately $31.05 million. This increase follows Con Edison's strong Q4 results, which beat revenue and EPS expectations, and a dividend hike to $0.8875 quarterly, offering a 3.2% yield.
PSEG Long Island Reminds Customers: Scammers Don't Have an Offseason
PSEG Long Island is reminding customers that utility scammers are active year-round and employ various tactics, including phone calls, in-person visits, fake websites, and fraudulent QR codes on EV chargers, to demand payments or personal information. The company urges customers to "stop and verify" by contacting PSEG Long Island directly through official channels if they receive suspicious requests for immediate payment or personal data, as legitimate representatives will never demand a specific payment method or threaten immediate shut-off. They also advise vigilance against fake IDs, unofficial payment methods like web-based electronic services or cryptocurrency, and advise customers to call 911 if an in-person scammer escalates the situation.
National Grid Ranked Top Green Utility in the World
National Grid PLC has been ranked as the number one green utility in the world by Newsweek's Top Green Companies in the World 2015, achieving an overall ranking of 29th. The company scored 71.4% based on eight environmental performance indicators, validating its commitment to running a responsible and sustainable business. National Grid CEO Steve Holliday emphasized their dedication to being an innovative leader in energy and safeguarding the global environment.
Procyon Advisors LLC Reduces Position in Consolidated Edison Inc $ED
Procyon Advisors LLC significantly reduced its stake in Consolidated Edison Inc. (NYSE:ED) by 66.6% in the fourth quarter, selling 13,137 shares and leaving them with 6,579 shares valued at $653,000. Despite this reduction, other institutional investors increased their holdings, and Consolidated Edison recently beat Q4 earnings estimates, set favorable FY2026 guidance, and raised its quarterly dividend. Wall Street analysts currently hold a cautious "Reduce" consensus rating with a target price of $108.80.
Microsoft president says winning trust of US communities is paramount to building data centers
Microsoft President Brad Smith stated that gaining and sustaining the trust of local communities is crucial for building data centers in the U.S. This comes as towns across the country increasingly protest these developments due to concerns over rising electricity demand, power bills, water impact, and pollution from associated infrastructure. Smith highlighted that the rapid growth of Big Tech data centers is driving these issues, leading to increased scrutiny and the cancellation of some projects.
Procyon Advisors Trims Stake in Consolidated Edison
Procyon Advisors LLC has significantly cut its stake in Consolidated Edison Inc. (NYSE:ED) by 66.6% in the fourth quarter, reducing its holdings to 6,579 shares. This move, which involved selling 13,137 shares, suggests potential investor concerns about the utility company's future outlook, although specific reasons were not disclosed. The remaining position held by Procyon Advisors is valued at $653,000, and this change could provide insights into broader market sentiment for Consolidated Edison.
Assessing CMS Energy (CMS) Valuation As Share Price Momentum Shows Mixed Recent Returns
CMS Energy (CMS) shares are trading at $74.62, representing a 6.6% return over 90 days but a weaker 4.7% return over 7 days. While a fair value narrative suggests the stock is 5.7% undervalued at $79.15 due to anticipated demand from data centers and population growth in Michigan, a discounted cash flow (DCF) model indicates a fair value closer to $70.25, suggesting potential overvaluation. Investors are encouraged to consider both the earnings-based narrative and the cash flow analysis, along with potential risks, before making a decision.
TrustCo Bank Corp NY Stock Price Crosses 200-Day Moving Average
TrustCo Bank Corp NY's stock (NASDAQ: TRST) crossed above its 200-day moving average on Monday, reaching $44.17 before closing at $43.19. This movement is considered a bullish signal, indicating a potential upward trend and increased investor confidence in the bank. The company, a bank holding company primarily serving upstate New York and western Massachusetts, has a market capitalization of $764.89 million, and this event suggests positive future prospects.
Assenagon Asset Management Reduces Ciena Corporation Stake
Assenagon Asset Management S.A. significantly reduced its stake in Ciena Corporation (NYSE:CIEN) by 49.7% during the fourth quarter, selling 508,915 shares. This move by the institutional investor, which previously held 0.37% of Ciena's outstanding shares, indicates a potential shift in market sentiment within the communications equipment sector. The reduction highlights ongoing volatility and the need for Ciena to maintain strong strategic execution to reassure investors.
ITC Holdings Corp. Announces Pricing of $500 Million Senior Notes due 2031 and $400 Million Senior Notes due 2036
ITC Holdings Corp., a subsidiary of Fortis Inc., has priced a private offering of $500 million in 4.875% senior unsecured notes due 2031 and $400 million in 5.500% senior unsecured notes due 2036. The offering, expected to close on April 1, 2026, aims to redeem outstanding 3.25% notes, repay commercial paper indebtedness, and support general corporate purposes. The notes are offered to qualified institutional buyers and certain non-U.S. persons, and have not been registered under the Securities Act.
IFP Advisors Inc Has $1.56 Million Stock Holdings in Consolidated Edison Inc $ED
IFP Advisors Inc significantly increased its stake in Consolidated Edison Inc. (NYSE:ED) by 194.5% during the 3rd quarter, now holding shares worth $1.56 million. Many other institutional investors also adjusted their positions in the utility provider. This news comes as Consolidated Edison recently reported strong Q4 earnings, surpassing analyst expectations, and announced an increase in its quarterly dividend.
Swiss Life Asset Management Ltd Has $9.96 Million Stake in Consolidated Edison Inc $ED
Swiss Life Asset Management Ltd has reduced its stake in Consolidated Edison Inc by 22.6%, now holding 99,101 shares valued at approximately $9.96 million. Despite this, Consolidated Edison recently exceeded quarterly earnings estimates and provided optimistic FY2026 guidance. Analyst sentiment remains mixed, with a consensus rating of "Reduce" and an average price target of $108.80.
