EDUtilities · Utilities - Regulated ElectricThe 19 Wall Street analysts covering Consolidated Edison, Inc. hold a median 12-month price target of $108 — -10.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 61 of 100 as at 4 Nov 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 (90): 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 systematic trader with 15+ 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 −10.2% from it.
Of the 20 most recent actions, 2 moved their price target up and 6 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 22 Oct 2026 | HSBC | Initiates | Hold | $104 |
| 13 Oct 2026 | Keybanc | Maintains | Underweight | $94 → $87 |
| 13 Oct 2026 | Keybanc | Maintains | Underweight | — |
| 1 Oct 2026 | Wells Fargo | Upgrade | Overweight | — |
| 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 | $105 → $101 |
| 21 Aug 2026 | Morgan Stanley | Maintains | Underweight | — |
| 17 Aug 2026 | Evercore ISI Group | Maintains | In-Line | — |
| 17 Aug 2026 | Evercore ISI Group | Maintains | In-Line | $116 → $112 |
| 7 Aug 2026 | Barclays | Maintains | Underweight | — |
| 7 Aug 2026 | Barclays | Maintains | Underweight | $112 → $106 |
| 7 Aug 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 7 Aug 2026 | Wells Fargo | Maintains | Equal-Weight | $106 → $108 |
| 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 | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
ED appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Consolidated Edison, Inc. returned +26.8% against +14.8% 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 38% of US stocks
Cheaper than 45% of US stocks
Cheaper than 47% of US stocks
Cheaper than 33% of US stocks
Higher than 60% of US stocks
Higher than 64% 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 86% 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 $43.2B and an enterprise value of $70.0B.
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: 19.9×; forward P/E: 18.6× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 2.94%, 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 →
Consolidated Edison’s third-quarter earnings may benefit from rate base growth and infrastructure investments, while rising interest expenses and costs could weigh on results.
Why it matters — ED watchers may care about how these growth drivers and higher expenses balance out in the company’s Q3 results.
Zacks Investment Research examines Wall Street estimates for key metrics related to Con Edison’s quarter ended September 2026, beyond top- and bottom-line estimates.
Why it matters — The estimates offer ED watchers additional metrics to consider when assessing expectations for the quarter.
Zacks Investment Research says Con Ed does not have the combination of two key ingredients that it considers supportive of a likely earnings beat in its upcoming report. The headline says Wall Street expects earnings growth.
Why it matters — ED watchers may be interested in the expectations and earnings-beat factors ahead of the company’s upcoming report.
Zacks Investment Research lists Consolidated Edison among four companies it identifies as offering growth opportunities in wind energy, alongside a projection that U.S. wind power capacity will reach 179.1 GW by 2027.
Why it matters — The item highlights ED in the context of anticipated U.S. wind capacity growth and potential opportunities in the sector.
The article says utilities can suit retirees seeking dependable income, noting that state-regulated rates can make their earnings steadier than those in many high-yield market sectors.
Why it matters — ED watchers may find the article’s general view of regulated utility earnings relevant when considering the company’s income profile.
The 19 Wall Street analysts covering Consolidated Edison, Inc. have a median 12-month price target of $108, with estimates ranging from $87 to $130. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 19 analysts covering Consolidated Edison, Inc., 3 rate it a Buy, 10 a Hold and 6 a Sell. Ticker Nerd's systematic factor model ranks Consolidated Edison, Inc. 61 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, Consolidated Edison, Inc. ranks 61 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 (90 of 100).
No one can know that. What the data says: the median 12-month target from 19 analysts implies -10.2% from the last close, and Ticker Nerd's factor model ranks Consolidated Edison, Inc. 61 out of 100 as at 4 Nov 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 +26.8% over the 12 months to 4 Nov 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 (Zacks Investment Research, 4 Nov 2026): "Consolidated Edison to Report Q3 Results: What's in the Cards?". Consolidated Edison’s third-quarter earnings may benefit from rate base growth and infrastructure investments, while rising interest expenses and costs could weigh on results.
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
