EDEDUtilities · Utilities - Regulated Electric

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

Last close, 14 Aug 2026
$109
+0.38% on the day

The 18 Wall Street analysts covering Consolidated Edison, Inc. hold a median 12-month price target of $111 — +2.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 54 of 100 as at 15 Aug 2026 — in the upper half.

Market cap
$40.2B
Ticker Nerd rank
54 / 100
Median analyst target
$111
Analysts covering
18
Total return, dividends reinvested
1W
+0.8%
1M
−2.8%
YTD
+11.3%
1Y
+8.4%
From 52W high
−5.0%
From 52W low
+16.6%
$93
$115
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 15 Aug 2026
54 / 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
91
Value
69
Growth
67
Quality
66
Revisions
59
Momentum
59
Issuance
42
Accruals
39
Size
6

Volatility (91): 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.

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

The green dot is the last close — the median target sits +2.0% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 1 moved their price target up and 2 moved it down.

DateFirmActionRatingTarget
7 Aug 2026BarclaysMaintainsUnderweight$112$106
7 Aug 2026Wells FargoMaintainsEqual-Weight$106$108
23 July 2026KeybancMaintainsUnderweight
23 July 2026KeybancMaintainsUnderweight$97$94
2 June 2026MizuhoDowngradeNeutral$105
2 June 2026MizuhoDowngradeNeutral
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
22 Jan 2026BarclaysMaintainsUnderweight
20 Jan 2026Wells FargoMaintainsEqual-Weight
9 Jan 2026TD CowenInitiatesHold
7 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.

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
3
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
17.9×

Cheaper than 43% of US stocks

Price / sales
2.3×

Cheaper than 50% of US stocks

Price / book
1.6×

Cheaper than 55% of US stocks

EV / EBITDA
10.9×

Cheaper than 36% of US stocks

Growth & margins
Revenue growth (YoY)
13.2%

Higher than 60% of US stocks

Earnings growth (YoY)
25.2%

Higher than 63% of US stocks

Gross margin
51.8%

Higher than 65% 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 70% of US dividend payers

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

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.$40.2B
54
PCGPG&E Corp.$39.2B
43
PEGPublic Service Enterprise Group, Inc.$38.0B
64
WECWEC Energy Group, Inc.$36.0B
53
EXCExelon Corp.$46.3B
44
ETREntergy Corp.$48.2B
37
XELXcel Energy, Inc.$49.4B
21

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

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.

Buy, Sell, or Hold These 4 Dividend Kings After Earnings: BDX, ED, EMR, PH

Zacks Investment Research · 13 Aug 2026neutral

Consolidated Edison (ED) was one of four Dividend Kings that reported earnings last week, according to a Zacks Investment Research article.

Why it matters — The article provides earnings coverage for ED among a select group of Dividend Kings, a designation that income-focused investors tracking the stock may find relevant.

Consolidated Edison Q2 Earnings Top Estimates, Revenues Rise Y/Y

Zacks Investment Research · 7 Aug 2026positive

Consolidated Edison reported second-quarter earnings and revenue that exceeded analyst estimates, driven by higher electric and gas rate bases. The company also reaffirmed its 2026 earnings guidance and investment plans.

Why it matters — A utility watcher would care because the earnings beat and reaffirmed guidance signal continued strength in the regulated rate-base growth underpinning Consolidated Edison's outlook.

Consolidated Edison (ED) Q2 Earnings and Revenues Beat Estimates

Zacks Investment Research · 7 Aug 2026positive

Consolidated Edison reported Q2 earnings of $0.83 per share, exceeding the Zacks Consensus Estimate of $0.74 per share and up from $0.67 per share a year ago.

Why it matters — The earnings beat shows the company performed better than analysts expected for the quarter, signaling a potentially stronger financial position than anticipated.

Here's What Key Metrics Tell Us About Con Ed (ED) Q2 Earnings

Zacks Investment Research · 7 Aug 2026neutral

Zacks examines Con Edison's headline results for the quarter ended June 2026 and suggests comparing key metrics to Wall Street estimates and the year-ago actuals for a fuller picture of the company's performance.

Why it matters — ED watchers would care because the piece highlights how the company's quarterly metrics stack up against analyst expectations and its prior-year results.

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. 54 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank ED?

As at 15 Aug 2026, Consolidated Edison, Inc. ranks 54 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).

Will ED stock go up?

No one can know that. What the data says: the median 12-month target from 18 analysts implies +2.0% from the last close, and Ticker Nerd's factor model ranks Consolidated Edison, Inc. 54 out of 100 as at 15 Aug 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 +8.4% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Consolidated Edison, Inc. do?

Consolidated Edison, Inc. is a U.S.-based holding company focused on regulated energy delivery services.

What is the latest news on ED?

The most recent item we track (Seeking Alpha, 14 Aug 2026): "Dividend Champion, Contender, And Challenger Highlights: Week August 16". 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.

Company

About Consolidated Edison, Inc.

Consolidated Edison, Inc. is a U.S.-based holding company focused on regulated energy delivery services. Through its primary subsidiaries, Consolidated Edison Company of New York and Orange & Rockland Utilities, the company provides electric, natural gas, and steam distribution to customers in southeastern New York, including New York City, and parts of New Jersey. Its operations are organized around utility networks that manage transmission and distribution infrastructure, connecting power generation and gas supply to residential, commercial, and institutional users. Consolidated Edison, Inc. plays a central role in supporting dense urban and suburban regions with reliable energy delivery, operating under state-regulated frameworks that emphasize service reliability, safety, and environmental compliance. Headquartered in New York, New York, it is part of the U.S. utilities sector and is considered a major regulated electric and gas utility serving one of the country’s largest metropolitan areas.

CEO Mr. Timothy P. Cawley · 15,407 employees · United States · https://www.conedison.com