Market Cap
$37.8B
ED
CONSOLIDATED EDISON INC
$103.28 ▼ -0.21%
Prev close $103.50Market cap$37.8B
ConsensusStrong Sell
12-mo target$109.66 (+6.2%)
▼ Bearish
Analyst conviction 1/10
Insider Selling Cluster (3 insiders)37 New Institutional Positions13 Institutional Exits Traditional Energy
Snapshot
The big-picture read on ED right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Sell (8%)
Inst. Holders
50 funds
Inst. Value
$24.5B
Inst. Activity
37 buys / 13 sells
Insider Activity
$330.59 buy / $1.1M sell
Insider Net $
-$1.1M
Social Sentiment
62° Warm
SEC Reports
11
Price chart 30d -4.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: ED — 77.9% short (1.1M / 1.4M)
Short: 1,071,731 | Exempt: 354 | TRF Vol: 1,375,053 | Short Ratio: 77.9% | Off-exchange volume (dark
Sep 30, 2026 Insider
RANGER MICHAEL W was granted 476.959 shares
Director @ $102.21 ($48.7K)
Sep 15, 2026 Insider
Aug 6, 2026 SEC Miller Joseph bought 1.05 shares
VP & Controller @ $105.81 ($111.10)
Con Edison reported Q2 2026 GAAP EPS of $0.83, beating the $0.77 consensus by 7.8%, and reaffirmed its full-year 2026 ad
PRESS-RELEASE — Impact 5/10
Consolidated Edison, Inc. (ED) issued a press release announcing its Q2 2026 earnings report date of August 6, 2026, aft
PRESS-RELEASE — Impact 2/10
Jul 8, 2026 Insider
Andrews Kirkland B surrendered for taxes 8,524 shares
SVP & CFO @ $112.09 ($955.5K)
Jun 30, 2026 Inst.
NORGES BANK — NEW
4,671,271 shares ($516.8M)
Jun 30, 2026 Inst.
Allianz Asset Management GmbH — DOUBLED
3,559,014 shares ($393.7M)
Analyst ratings buy % -33.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
8% rate it Buy or better · 26 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Wells Fargo | UPGRADE | Overweight | 54% |
| Sep 18, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| Aug 21, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| Aug 17, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Aug 7, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 7, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Jul 23, 2026 | Keybanc | MAINTAIN | Underweight | 52% |
| Jun 2, 2026 | Mizuho | DOWNGRADE | Neutral | 52% |
| May 11, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Apr 21, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 0 | 12 | 9 | 3 | 8% | |
| Aug 1, 2026 | 2 | 0 | 13 | 9 | 3 | 7% | |
| Jul 1, 2026 | 2 | 0 | 12 | 9 | 3 | 8% | |
| Jun 1, 2026 | 2 | 1 | 11 | 9 | 3 | 12% | |
| May 1, 2026 | 2 | 1 | 12 | 9 | 3 | 11% | |
| Apr 1, 2026 | 2 | 1 | 12 | 9 | 3 | 11% | |
| Mar 1, 2026 | 2 | 1 | 12 | 9 | 3 | 11% | |
| Feb 1, 2026 | 2 | 1 | 12 | 9 | 3 | 11% |
Price targets
Where 16 covering analysts think ED trades over the next 12 months.
$109.66 +6.2% upside Buy
Current$103.28 Low$94.00 Median$111.00 High$130.00 16 analysts
$94.00$130.00
Analyst rating Hold· 3.2/5 as of Oct 2, 2026
Social media sentiment mood -16.7%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
62°
Warm
BearishNeutralBullish
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
11 SEC filing reports analyzed · 2 bullish, 2 bearish, 0 mixed, 7 neutral · avg impact 4.4/10.
NEUTRALPRESS-RELEASE5/10
Con Edison reported Q2 2026 GAAP EPS of $0.83, beating the $0.77 consensus by 7.8%, and reaffirmed i
Aug 6, 2026
NEUTRALPRESS-RELEASE2/10
Consolidated Edison, Inc. (ED) issued a press release announcing its Q2 2026 earnings report date of
Jul 15, 2026
NEUTRAL8-K3/10
CECONY, a subsidiary of Consolidated Edison, Inc. (ED), issued $1.3 billion in aggregate principal a
Jun 3, 2026
BEARISH8-K6/10
Con Edison entered into an equity distribution agreement to sell up to $2.0 billion of common shares
May 8, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: ED — 77.9% short (1.1M / 1.4M)
Short: 1,071,731 | Exempt: 354 | TRF Vol: 1,375,053 | Short Ratio: 77.9% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
routine
CON EDISON LEADERSHIP TO WEBCAST INVESTOR RELATIONS PRESENTATION ON OCTOBER 6
NEW YORK, Sept. 30, 2026 /PRNewswire/ -- Consolidated Edison, Inc. (NYSE: ED) will webcast the company's Annual Investor Relations Update from 8:30 a.
Sep 30, 2026
short_volume
Short Volume: ED — 78.4% short (0.6M / 0.8M)
Short: 595,235 | Exempt: 1,641 | TRF Vol: 759,027 | Short Ratio: 78.4% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: ED — 64.7% short (0.4M / 0.7M)
Short: 449,054 | Exempt: 5,696 | TRF Vol: 693,776 | Short Ratio: 64.7% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: ED — 65.4% short (0.5M / 0.7M)
Short: 478,745 | Exempt: 476 | TRF Vol: 731,943 | Short Ratio: 65.4% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.99 | $1.78–$2.10 | 5.0% | -1.5% | 3↑ 2↓ | $4.8B | 8 |
| Next Q | $1.07 | $0.71–$1.33 | 20.3% | +2.0% | 0↑ 5↓ | $4.1B | 8 |
| Current FY | $6.11 | $6.06–$6.17 | 7.1% | +0.0% | 4↑ 1↓ | $17.6B | 15 |
| Next FY | $6.50 | $6.46–$6.60 | 6.4% | +0.2% | 3↑ 3↓ | $18.4B | 15 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.994 | — |
| 7d ago | $2.025 | -0.031 |
| 30d ago | $2.025 | -0.031 |
| 60d ago | $2.000 | -0.006 |
| 90d ago | $2.048 | -0.054 |
Institutional ownership
Which big funds own ED (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $24.5B total value (221,558,341 shares) as of 2026-Q2. Top holders: BlackRock,, STATE, VANGUARD. Net buying activity: 37 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 41,665,829 | $4.6B | 18.8% | — |
| STATE STREET CORP | 25,094,015 | $2.8B | 11.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 24,085,197 | $2.7B | 10.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 19,117,849 | $2.1B | 8.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 10,685,732 | $1.2B | 4.8% | — |
| LAZARD ASSET MANAGEMENT LLC | 8,418,678 | $931.4M | 3.8% | — |
| DEUTSCHE BANK AG\ | 6,771,976 | $749.2M | 3.1% | — |
| MORGAN STANLEY | 5,518,074 | $610.5M | 2.5% | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 4,847,672 | $536.3M | 2.2% | — |
| NORGES BANK | 4,671,271 | $516.8M | 2.1% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 4,671,271 | — | $516.8M |
| Allianz Asset Management GmbH | DOUBLED | 1,023,910 | 3,559,014 | +247.6% | $393.7M |
| UBS Group AG | DOUBLED | 1,527,501 | 3,251,331 | +112.9% | $359.7M |
| Amundi | TRIM | 3,872,404 | 2,860,038 | -26.1% | $316.4M |
| BARCLAYS PLC | DOUBLED | 680,670 | 2,244,443 | +229.7% | $248.3M |
| HSBC HOLDINGS PLC | ADD | 846,000 | 1,529,164 | +80.8% | $169.4M |
| FIRST TRUST ADVISORS LP | ADD | 947,533 | 1,461,379 | +54.2% | $161.7M |
| ONTARIO TEACHERS PENSION PLAN BOARD | DOUBLED | 3,705 | 1,388,306 | +37371.1% | $153.6M |
| Quantinno Capital Management LP | ADD | 790,832 | 1,156,533 | +46.2% | $127.9M |
| ROYAL BANK OF CANADA | TRIM | 1,532,584 | 1,022,976 | -33.3% | $113.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
21 insiders, 50 transactions. Net -$1.1M — $330.59 bought, $1.1M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | RANGER MICHAEL W | Director | AWARD | 476.959 | $102.21 | $48.7K |
| Sep 15, 2026 | Miller Joseph | VP & Controller | BUY | 1.05 | $105.81 | $111.10 |
| Jul 8, 2026 | Andrews Kirkland B | SVP & CFO | TAX W/H | 8,524 | $112.09 | $955.5K |
| Jul 1, 2026 | Farhadian Weinstein Tali | Director | AWARD | 1,277 | $110.95 | $141.7K |
| Jun 30, 2026 | RANGER MICHAEL W | Director | AWARD | 440.658 | $110.63 | $48.7K |
| Jun 15, 2026 | Miller Joseph | VP & Controller | BUY | 1.031 | $106.87 | $110.18 |
| May 19, 2026 | KILLIAN JOHN F | Director | AWARD | 1,596 | $106.51 | $170.0K |
| May 19, 2026 | Mason Karol V | Director | AWARD | 1,596 | $106.51 | $170.0K |
| May 19, 2026 | McBride Dwight A | Director | AWARD | 1,596 | $106.51 | $170.0K |
| May 19, 2026 | MULROW WILLIAM J | Director | AWARD | 1,596 | $106.51 | $170.0K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ED.
Shares short
10,567,890
Settlement Sep 15, 2026
Change vs prior
+6.1%
Semi-monthly cycle
Days to cover
5.7
At avg daily volume
Of shares outstanding
≈2.9%
Estimate — not % of float
All ED filing & press-release reports (11)
- PRESS-RELEASE reportAug 6, 2026
- PRESS-RELEASE reportJul 15, 2026
- 8-K reportJun 3, 2026
- 8-K reportMay 8, 2026
- 424B5 reportMay 8, 2026
- DEFA14A reportApr 8, 2026
- COURT-RULING reportApr 2, 2026
- COURT-RULING reportMar 27, 2026
- CLUSTER reportMar 17, 2026
- 8-K reportMar 11, 2026
- 8-K reportFeb 25, 2026