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EDEDUtilities · Utilities - Regulated Electric

ED Stock Forecast: Consolidated Edison, Inc. Price Predictions for 2026-2027

Last close, 8 Sept 2026
$108
+0.91% on the day

The 18 Wall Street analysts covering Consolidated Edison, Inc. hold a median 12-month price target of $111 — +2.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 55 of 100 as at 8 Sept 2026 — in the upper half.

Market cap
$39.7B
Ticker Nerd rank
55 / 100
Median analyst target
$111
Analysts covering
18
Revenue$4.1B+13.2% y/y
Operating income$576.0M
Net income$308.0M
Free cash flow$496.0M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+1.2%
1M
+1.1%
YTD
+11.7%
1Y
+15.7%
From 52W high
−4.7%
From 52W low
+17.0%
$93
$114
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

ED stock analysis: one number for the whole business

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.

Where the model ranks itAs at 8 Sept 2026
55 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Volatility
93
Value
69
Growth
65
Quality
65
Revisions
61
Momentum
59
Issuance
41
Accruals
39
Size
6

Volatility (93): The share price has been relatively steady.

Accruals (39): 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.

Wall Street

ED stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on ED, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$90$100$110$120$130Oct 25Jan 26Apr 26Jul 26EDHigh $130Median $111Low $94

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

What Wall Street says18 analysts
2 Buy9 Hold7 Sell
Low $94Median $111High $130

The green dot is the last close — the median target sits +2.5% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 1 moved their price target up and 4 moved it down.

DateFirmActionRatingTarget
21 Aug 2026Morgan StanleyMaintainsUnderweight$105 → $101
17 Aug 2026Evercore ISI GroupMaintainsIn-Line$116 → $112
7 Aug 2026BarclaysMaintainsUnderweight$112 → $106
7 Aug 2026BarclaysMaintainsUnderweight—
7 Aug 2026Wells FargoMaintainsEqual-Weight$106 → $108
7 Aug 2026Wells FargoMaintainsEqual-Weight—
23 July 2026KeybancMaintainsUnderweight—
23 July 2026KeybancMaintainsUnderweight$97 → $94
2 June 2026MizuhoDowngradeNeutral—
2 June 2026MizuhoDowngradeNeutral$105
11 May 2026BarclaysMaintainsUnderweight—
21 Apr 2026KeybancMaintainsUnderweight—
21 Apr 2026Morgan StanleyMaintainsUnderweight—
12 Mar 2026JP MorganMaintainsUnderweight—
5 Mar 2026Evercore ISI GroupMaintainsIn-Line—
4 Mar 2026KeybancMaintainsUnderweight—
24 Feb 2026BarclaysMaintainsUnderweight—
24 Feb 2026TD CowenMaintainsHold—
20 Feb 2026ScotiabankMaintainsSector Perform—
23 Jan 2026UBSMaintainsNeutral—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

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.

Free, every Monday. Unsubscribe any time.

Performance

ED vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 8 Sept 2026, Consolidated Edison, Inc. returned +15.7% against +19.4% for the S&P 500, dividends included.

ED vs S&P 500, last 12 monthsTotal return, rebased to 100
100105110115120Oct 25Jan 26Apr 26Jul 26EDS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

ED analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
−0.1%
Analysts raising
2
Analysts cutting
1
Fundamentals

Consolidated Edison, Inc. (ED) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
17.6×

Cheaper than 42% of US stocks

Price / sales
2.2×

Cheaper than 50% of US stocks

Price / book
1.5×

Cheaper than 55% of US stocks

EV / EBITDA
10.8×

Cheaper than 36% of US stocks

Growth & margins
Revenue growth (YoY)
13.2%

Higher than 59% of US stocks

Earnings growth (YoY)
25.2%

Higher than 62% of US stocks

Gross margin
51.8%

Higher than 64% of US stocks

Operating margin
16.5%

Higher than 74% of US stocks

Net margin
12.5%

Higher than 74% of US stocks

Returns & dividend
Return on equity
9.0%

Higher than 61% of US stocks

Return on assets
3.2%

Higher than 66% of US stocks

Dividend yield
3.3%

Higher than 69% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Consolidated Edison, Inc. (ED) statistics: revenue, profit & scale

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 $39.7B and an enterprise value of $66.5B.

  • 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.

  • Shares outstanding: 370.0M.

  • Trailing P/E: 17.6×; forward P/E: 16.5× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 3.31%, paying out 57% of earnings.

  • Consolidated Edison, Inc. employs 15,407 people — $1.1M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 7 Sept 2026

Data provided by Twelve Data

Peers

ED vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelUtilities - Regulated Electric
CompanyMarket capTKN rank
EDConsolidated Edison, Inc.$39.7B
55
PEGPublic Service Enterprise Group, Inc.$37.1B
60
EXCExelon Corp.$44.4B
42
WECWEC Energy Group, Inc.$34.8B
52
XELXcel Energy, Inc.$48.0B
21
PCGPG&E Corp.$32.6B
42
ETREntergy Corp.$51.9B
33

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 →

News

Latest ED news & analysis

3 Utility Dividend Stocks Built to Keep Paying in Any Economy

24/7 Wall Street · 4 Sept 2026neutral

A 24/7 Wall Street article highlights that regulated utility dividend stocks are built to keep paying through economic downturns because they operate under a different set of rules than other dividend payers. Consolidated Edison is presented among utility stocks positioned to maintain their payouts in any economy.

Why it matters — A Con Ed watcher would care because the article reinforces the resilience of ED's dividend through recessions due to its regulated business model.

6 Dividend Aristocrats to Play Right Now

Barrons · 1 Sept 2026neutral

Barron's highlights six Dividend Aristocrats, including Medtronic, McCormick and T. Rowe Price, that have outperformed the S&P 500 over the past three months while offering dividend yields of at least 3%. The article identifies these stocks as current dividend-focused opportunities.

Why it matters — As a Dividend Aristocrat, Consolidated Edison is part of the same group of dividend-paying stocks that Barron's is highlighting, so the article's focus on dividend aristocrats is relevant context for ED watchers.

5 Dividend Aristocrats That Belong in Every Income Portfolio

24/7 Wall Street · 27 Aug 2026neutral

24/7 Wall Street published a list of five Dividend Aristocrats recommended for income portfolios, noting that S&P 500 members that have raised payouts for at least 25 consecutive years remain staples for income-oriented investors. The article notes that not every Aristocrat is equal in 2026.

Why it matters — Consolidated Edison is a Dividend Aristocrat, so its inclusion or characterization in such rankings signals how income-focused investors may view the stock.

Best Dividend Kings: August 2026

Seeking Alpha · 24 Aug 2026neutral

An August 2026 article reports that Dividend Kings have outperformed the S&P 500 year-to-date, returning 14.98% versus SPY's 12.89%. It notes that 30 Dividend Kings are beating SPY, 25 appear potentially undervalued with at least 10% annualized return potential, and dividend growth among Kings accelerated with the average rate rising to 4.12%.

Why it matters — For an ED watcher, the article provides context on the broader Dividend King cohort's performance, which could relate to Consolidated Edison's standing among dividend-paying utilities.

Dividend Champion, Contender, And Challenger Highlights: Week August 16

Seeking Alpha · 14 Aug 2026neutral

A weekly roundup from Seeking Alpha listed dividend activity for Dividend Champions, Contenders, and Challengers, including Consolidated Edison, among companies that changed their dividends or have upcoming ex-dividend dates.

Why it matters — ED watchers tracking dividend reliability can monitor whether the company's dividend status in this weekly summary reflects any changes or upcoming dates.

FAQ

Frequently asked questions about ED stock

What is the ED stock price forecast for 2026-2027?

The 18 Wall Street analysts covering Consolidated Edison, Inc. have a median 12-month price target of $111, with estimates ranging from $94 to $130. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is ED stock a buy right now?

Of the 18 analysts covering Consolidated Edison, Inc., 2 rate it a Buy, 9 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 8 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank ED?

As at 8 Sept 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 (93 of 100).

Will ED stock go up?

No one can know that. What the data says: the median 12-month target from 18 analysts implies +2.5% from the last close, and Ticker Nerd's factor model ranks Consolidated Edison, Inc. 55 out of 100 as at 8 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the ED stock forecast for 2030?

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: $94 to $130 over the next 12 months.

How has ED stock performed over the past year?

Consolidated Edison, Inc. returned +15.7% over the 12 months to 8 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Consolidated Edison, Inc. do?

Consolidated Edison Inc. is a regulated energy utility holding company based in New York City.

What is the latest news on ED?

The most recent item we track (24/7 Wall Street, 4 Sept 2026): "3 Utility Dividend Stocks Built to Keep Paying in Any Economy". A 24/7 Wall Street article highlights that regulated utility dividend stocks are built to keep paying through economic downturns because they operate under a different set of rules than other dividend payers. Consolidated Edison is presented among utility stocks positioned to maintain their payouts in any economy.

Company

About Consolidated Edison, Inc.

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