EDUtilities · Utilities - Regulated ElectricThe 18 Wall Street analysts covering Consolidated Edison, Inc. hold a median 12-month price target of $110 — +0.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 55 of 100 as at 14 Oct 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Consolidated Edison, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (91): The share price has been relatively steady.
Accruals (40): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (6): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on ED, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +0.4% from it.
Of the 20 most recent actions, 2 moved their price target up and 6 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 13 Oct 2026 | Keybanc | Maintains | Underweight | $94 → $87 |
| 1 Oct 2026 | Wells Fargo | Upgrade | Overweight | $108 → $118 |
| 18 Sept 2026 | Morgan Stanley | Maintains | Underweight | — |
| 18 Sept 2026 | Morgan Stanley | Maintains | Underweight | $101 → $97 |
| 21 Aug 2026 | Morgan Stanley | Maintains | Underweight | — |
| 21 Aug 2026 | Morgan Stanley | Maintains | Underweight | $105 → $101 |
| 17 Aug 2026 | Evercore ISI Group | Maintains | In-Line | $116 → $112 |
| 17 Aug 2026 | Evercore ISI Group | Maintains | In-Line | — |
| 7 Aug 2026 | Barclays | Maintains | Underweight | $112 → $106 |
| 7 Aug 2026 | Barclays | Maintains | Underweight | — |
| 7 Aug 2026 | Wells Fargo | Maintains | Equal-Weight | $106 → $108 |
| 7 Aug 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 23 July 2026 | Keybanc | Maintains | Underweight | — |
| 23 July 2026 | Keybanc | Maintains | Underweight | $97 → $94 |
| 2 June 2026 | Mizuho | Downgrade | Neutral | — |
| 2 June 2026 | Mizuho | Downgrade | Neutral | $105 |
| 11 May 2026 | Barclays | Maintains | Underweight | — |
| 21 Apr 2026 | Keybanc | Maintains | Underweight | — |
| 21 Apr 2026 | Morgan Stanley | Maintains | Underweight | — |
| 12 Mar 2026 | JP Morgan | Maintains | Underweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. ED appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 14 Oct 2026, Consolidated Edison, Inc. returned +11.1% against +17.5% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 40% of US stocks
Cheaper than 48% of US stocks
Cheaper than 51% of US stocks
Cheaper than 34% of US stocks
Higher than 59% of US stocks
Higher than 62% of US stocks
Higher than 64% of US stocks
Higher than 74% of US stocks
Higher than 74% of US stocks
Higher than 61% of US stocks
Higher than 67% of US stocks
Higher than 87% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Consolidated Edison, Inc. has a market value of $40.5B and an enterprise value of $66.7B.
Revenue in the twelve months to 30 June 2026: $17.7B. The latest quarter grew 13.2% year on year.
Net income over the same four quarters: $2.2B, a 12.5% net margin.
Diluted earnings per share, trailing twelve months: $6.09.
Free cash flow in the twelve months to 30 June 2026: −$862.0M, after $4.8B of capital spending.
Consolidated Edison, Inc. spent $1.2B on dividends in the twelve months to 30 June 2026.
Trailing P/E: 18.1×; forward P/E: 16.9× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 3.24%, paying out 57% of earnings.
Consolidated Edison, Inc. employs 15,407 people — $1.1M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Consolidated Edison, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Con Edison plans to report its third-quarter 2026 earnings on November 5, 2026, after the market closes.
Why it matters — ED watchers can note the scheduled date and timing of the company's quarterly earnings report.
The article discusses five utility stocks with dividend yields it considers meaningful and coverage it describes as strong, amid rising interest rates and shifting demand testing regulated utilities’ predictable-dividend promise.
Why it matters — ED watchers may find the article relevant for its discussion of utility dividends and the pressures affecting the sector, though the excerpt does not say whether ED is among the five stocks.
A 24/7 Wall Street article discusses four regulated utility stocks trading below recent highs, noting that decade-long data-center power contracts contribute directly to earnings. The headline says the stocks yield an average of 3.5%.
Why it matters — ED watchers may note the article’s focus on regulated utilities and long-term data-center power contracts as an earnings factor.
Seeking Alpha published a transcript in which Consolidated Edison discusses its strategy for the clean energy transition and infrastructure investments.
Why it matters — The transcript concerns ED’s approach to clean energy and infrastructure, topics relevant to tracking the company’s plans.
Consolidated Edison outlined a five-year, $38 billion infrastructure investment program during its annual investor update. The program focuses on electrification, grid modernization, reliability and climate resilience.
Why it matters — The plan details the company’s stated priorities for investing in its New York infrastructure over the next five years.
The 18 Wall Street analysts covering Consolidated Edison, Inc. have a median 12-month price target of $110, with estimates ranging from $87 to $130. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 18 analysts covering Consolidated Edison, Inc., 3 rate it a Buy, 8 a Hold and 7 a Sell. Ticker Nerd's systematic factor model ranks Consolidated Edison, Inc. 55 out of 100 across roughly 4,600 US stocks as at 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 14 Oct 2026, Consolidated Edison, Inc. ranks 55 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (91 of 100).
No one can know that. What the data says: the median 12-month target from 18 analysts implies +0.4% from the last close, and Ticker Nerd's factor model ranks Consolidated Edison, Inc. 55 out of 100 as at 14 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Consolidated Edison, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ED are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $87 to $130 over the next 12 months.
Consolidated Edison, Inc. returned +11.1% over the 12 months to 14 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Consolidated Edison Inc. is a regulated energy utility holding company based in New York City.
The most recent item we track (PRNewsWire, 14 Oct 2026): "Con Edison to Report 3rd Quarter 2026 Earnings on November 5". Con Edison plans to report its third-quarter 2026 earnings on November 5, 2026, after the market closes.
Consolidated Edison Inc. is a regulated energy utility holding company based in New York City. Through its subsidiaries, it provides electricity, natural gas, and steam delivery to customers in New York City, Westchester County, and parts of southeastern New York and northern New Jersey. The company operates core utility businesses that focus on dependable energy distribution for residential, commercial, and industrial users, along with transmission investments that support the broader power network. Consolidated Edison Inc. also serves as an important provider of district steam service in Manhattan, making it a key part of the region’s infrastructure and energy supply system.
CEO Mr. Timothy P. Cawley · 15,407 employees · United States · https://www.conedison.com
