ED

CONSOLIDATED EDISON INC

NYSE · Electric & Other Services Combined · Inc. NY · CIK 0001047862
$107.59 +1.12% $39.2B
Insider Selling Cluster (3 insiders)
Vol
Market Cap$39.2B
Cap SizeLarge Cap
Analyst ConsensusSell (12%)
Inst. Holders9 funds
Inst. Value$6.2B
Inst. Activity1 buys / 1 sells
Insider Activity1B / 2S
Insider Net $-$1.1M
Reddit Sentiment62° Warm
SEC Reports9
Exchange NYSE·Sector Electric & Other Services Combined·Inc. NY·CIK 0001047862·Prev Close $106.40

Recent Activity

Jun 9, 2026 short_volume
Short Volume: ED — 59.1% short (0.5M / 0.8M)
Short: 458,419 | Exempt: 62 | TRF Vol: 775,342 | Short Ratio: 59.1% | Off-exchange volume (dark pool
Jun 3, 2026 SEC
CECONY, a subsidiary of Consolidated Edison, Inc. (ED), issued $1.3 billion in aggregate principal amount of debentures
8-K — Impact 3/10
May 19, 2026 Insider
KILLIAN JOHN F sold 1,596 shares
Director @ $106.51 ($170.0K)
May 19, 2026 Insider
Mason Karol V sold 1,596 shares
Director @ $106.51 ($170.0K)
May 19, 2026 Insider
McBride Dwight A sold 1,596 shares
Director @ $106.51 ($170.0K)
May 8, 2026 SEC
Con Edison entered into an equity distribution agreement to sell up to $2.0 billion of common shares through an at-the-m
8-K — Impact 6/10
May 8, 2026 SEC
Con Edison filed a prospectus supplement for an at-the-market equity offering of up to $2.0 billion in common shares, us
424B5 — Impact 6/10
Inst.
NORGES BANK — NEW
4,931,590 shares ($489.8M)

Price Targets

$109.75 +2.0% upside Hold
Current $107.59 Low $97.00 Median $108.00 High $130.00 16 analysts
$97.00 $130.00

Analyst Ratings

Strong Sell12% buy · 26 analysts
2Strong Buy
1Buy
11Hold
9Sell
3Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 2, 2026 Mizuho DOWNGRADE Outperform → Neutral
May 11, 2026 Barclays MAINTAIN Underweight → Underweight
Apr 21, 2026 Morgan Stanley MAINTAIN Underweight → Underweight
Apr 21, 2026 Keybanc MAINTAIN Underweight → Underweight
Mar 12, 2026 JP Morgan MAINTAIN Underweight → Underweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.76 ▲ +7.1% $0.65 — $0.85 13% YoY 7
Next Q $2.08 ▲ +4.0% $1.95 — $2.24 9% YoY 7
Current FY $6.11 $6.07 — $6.20 7% YoY 14
Next FY $6.49 $6.35 — $6.60 6% YoY 15

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$4.5B
MORGAN STANLEY$535.7M
NORGES BANK$489.8MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$239.7MNEW
BANK OF AMERICA CORP$166.3MNEAR_EXIT

Recent Insider Trades

DateInsiderTypeValue
May 19, 2026KILLIAN JOHNA$170.0K
May 19, 2026Mason KarolA$170.0K
May 19, 2026McBride DwightA$170.0K
May 19, 2026MULROW WILLIAMA$170.0K
May 19, 2026Zoi CatherineA$170.0K

Reddit Sentiment

62°
Warm
Bearish Neutral Bullish
9 mentions 5 bullish 2 bearish
9 institutional holders with $6.2B total value (62,366,917 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, NORGES.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC45,636,041$4.5B73.2%
2MORGAN STANLEY5,393,572$535.7M8.6%
3NORGES BANK4,931,590$489.8M7.9%NEW
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,413,914$239.7M3.9%NEW
5BANK OF AMERICA CORP /DE/1,674,844$166.3M2.7%NEAR_EXIT -82.3%
6FMR LLC1,095,435$108.8M1.8%TRIM -53.1%
7TWO SIGMA INVESTMENTS, LP514,641$51.1M0.8%TRIM -54.1%
8RENAISSANCE TECHNOLOGIES LLC388,700$38.6M0.6%DOUBLED +539.5%
9WELLS FARGO & COMPANY/MN318,180$31.6M0.5%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW4,931,590$489.8M2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM1,121,892514,641-54.1%$51.1M2025-Q4
BANK OF AMERICA CORP /DE/NEAR_EXIT10,271,3241,815,568-82.3%$182.5M2025-Q3
TWO SIGMA INVESTMENTS, LPADD780,3521,121,892+43.8%$112.8M2025-Q3
RENAISSANCE TECHNOLOGIES LLCDOUBLED65,800420,800+539.5%$42.3M2025-Q3
NORGES BANKEXIT4,606,0550-100.0%$0.002025-Q3
NORGES BANKNEW4,606,055$462.2M2025-Q2
FMR LLCTRIM1,685,842790,842-53.1%$79.4M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED290,502780,352+168.6%$78.3M2025-Q2
RENAISSANCE TECHNOLOGIES LLCTRIM93,20065,800-29.4%$6.6M2025-Q2
FMR LLCDOUBLED517,8881,685,842+225.5%$186.4M2025-Q1
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT415,09793,200-77.5%$10.3M2025-Q1
NORGES BANKEXIT4,480,8280-100.0%$0.002025-Q1
NORGES BANKADD3,420,5934,480,828+31.0%$399.8M2024-Q4
UBS Group AGADD1,491,8762,188,068+46.7%$195.2M2024-Q4
CITADEL ADVISORS LLCDOUBLED420,2472,151,782+412.0%$192.0M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW2,148,666$223.7M2024-Q3
19 unique insiders with 3 transactions. Net insider value: -$1.1M ($109.31 bought, $1.1M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 19, 2026KILLIAN JOHN FDirectorA1,596$106.51$170.0K
May 19, 2026Mason Karol VDirectorA1,596$106.51$170.0K
May 19, 2026McBride Dwight ADirectorA1,596$106.51$170.0K
May 19, 2026MULROW WILLIAM JDirectorA1,596$106.51$170.0K
May 19, 2026Zoi CatherineDirectorA1,596$106.51$170.0K
May 19, 2026SANFORD LINDA SDirectorA1,596$106.51$170.0K
May 19, 2026Stanley DeirdreDirectorA1,596$106.51$170.0K
May 19, 2026Cavanagh Brendan ThomasDirectorA1,596$106.51$170.0K
May 19, 2026SUTHERLAND L FREDERICKDirectorA1,596$106.51$170.0K
Mar 31, 2026RANGER MICHAEL WDirectorA430.73$113.18$48.8K
Mar 16, 2026Miller JosephVP & ControllerBUY0.946$115.55$109.31
Mar 12, 2026Donnley Deneen LSVP and General CounselSELL1,922$113.94$219.0K
Feb 27, 2026MULROW WILLIAM JDirectorSELL7,912$112.81$892.6K
Feb 18, 2026Ziaee KamranSVP & Ch.Information OfficerA7,800$0.00$0.00
Feb 18, 2026Ziaee KamranSVP & Ch.Information OfficerA3,400$0.00$0.00
Feb 18, 2026Miller JosephVP & ControllerM841$113.92$95.8K
Feb 18, 2026Miller JosephVP & ControllerM841$0.00$0.00
Feb 18, 2026Miller JosephVP & ControllerA1,500$0.00$0.00
Feb 18, 2026Miller JosephVP & ControllerA600$0.00$0.00
Feb 18, 2026Sanchez RobertPresident, Shared ServicesM5,370$0.00$0.00
Feb 18, 2026Sanchez RobertPresident, Shared ServicesD5,370$113.92$611.8K
Feb 18, 2026Sanchez RobertPresident, Shared ServicesM5,370$0.00$0.00
Feb 18, 2026Sanchez RobertPresident, Shared ServicesA8,900$0.00$0.00
Feb 18, 2026Sanchez RobertPresident, Shared ServicesA3,800$0.00$0.00
Feb 18, 2026O'Connell MichelePresident & CEO, O&RM1,812$0.00$0.00
Feb 18, 2026O'Connell MichelePresident & CEO, O&RD1,812$113.92$206.4K
Feb 18, 2026O'Connell MichelePresident & CEO, O&RM1,812$0.00$0.00
Feb 18, 2026O'Connell MichelePresident & CEO, O&RA7,400$0.00$0.00
Feb 18, 2026O'Connell MichelePresident & CEO, O&RA3,100$0.00$0.00
Feb 18, 2026Nachmias StuartPresident & CEO CETM2,006$0.00$0.00
Feb 18, 2026Nachmias StuartPresident & CEO CETD2,006$113.92$228.5K
Feb 18, 2026Nachmias StuartPresident & CEO CETM2,006$0.00$0.00
Feb 18, 2026Nachmias StuartPresident & CEO CETA3,300$0.00$0.00
Feb 18, 2026Nachmias StuartPresident & CEO CETA1,400$0.00$0.00
Feb 18, 2026Ketschke MatthewPresident, CECONYM8,217$0.00$0.00
Feb 18, 2026Ketschke MatthewPresident, CECONYD8,217$113.92$936.1K
Feb 18, 2026Ketschke MatthewPresident, CECONYM8,217$0.00$0.00
Feb 18, 2026Ketschke MatthewPresident, CECONYA18,800$0.00$0.00
Feb 18, 2026Ketschke MatthewPresident, CECONYA8,000$0.00$0.00
Feb 18, 2026Donnley Deneen LSVP and General CounselM6,405$0.00$0.00
Feb 18, 2026Donnley Deneen LSVP and General CounselD6,405$113.92$729.7K
Feb 18, 2026Donnley Deneen LSVP and General CounselM6,405$0.00$0.00
Feb 18, 2026Donnley Deneen LSVP and General CounselA10,600$0.00$0.00
Feb 18, 2026Donnley Deneen LSVP and General CounselA4,500$0.00$0.00
Feb 18, 2026Andrews Kirkland BSVP & CFOA12,900$0.00$0.00
Feb 18, 2026Andrews Kirkland BSVP & CFOA5,500$0.00$0.00
Feb 18, 2026Cawley TimothyChairman, President & CEOM33,773$0.00$0.00
Feb 18, 2026Cawley TimothyChairman, President & CEOD33,773$113.92$3.8M
Feb 18, 2026Cawley TimothyChairman, President & CEOM33,773$0.00$0.00
Feb 18, 2026Cawley TimothyChairman, President & CEOA69,000$0.00$0.00

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Sell (12% buy). Based on 26 analysts: 2 strong buy, 1 buy, 11 hold, 9 sell, 3 strong sell.

Analyst Price Targets

$109.75 mean target +2.0% upside Hold (3.28)
$97.00 Low $130.00 High
MetricValue
Current Price$107.59
Target Low$97.00
Target Mean$109.75
Target Median$108.00
Target High$130.00
# Analysts16
RecommendationHold (3.28)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.76 $0.65 $0.85 13.2% +7.1% 5↑ 0↓ $3.8B 5.3% 7
Next Q
2026-09-30
$2.08 $1.95 $2.24 9.4% +4.0% 3↑ 2↓ $4.7B 3.0% 7
Current FY
2026-12-31
$6.11 $6.07 $6.20 7.2% +0.2% 4↑ 2↓ $17.4B 3.1% 14
Next FY
2027-12-31
$6.49 $6.35 $6.60 6.2% -0.0% 0↑ 6↓ $18.3B 4.7% 15

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.759
7d ago$0.759
30d ago$0.709+0.050
60d ago$0.689+0.070
90d ago$0.725+0.033
10 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 2, 2026 Mizuho DOWNGRADE Outperform Neutral
May 11, 2026 Barclays MAINTAIN Underweight Underweight
Apr 21, 2026 Morgan Stanley MAINTAIN Underweight Underweight
Apr 21, 2026 Keybanc MAINTAIN Underweight Underweight
Mar 12, 2026 JP Morgan MAINTAIN Underweight Underweight
Mar 5, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Mar 4, 2026 Keybanc MAINTAIN Underweight Underweight
Feb 24, 2026 TD Cowen MAINTAIN Hold Hold
Feb 24, 2026 Barclays MAINTAIN Underweight Underweight
Feb 20, 2026 Scotiabank MAINTAIN Sector Perform Sector Perform
Jan 23, 2026 UBS MAINTAIN Neutral Neutral
Jan 22, 2026 Barclays MAINTAIN Underweight Underweight
Jan 20, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jan 9, 2026 TD Cowen INITIATE Hold
Jan 7, 2026 UBS MAINTAIN Neutral Neutral
Dec 17, 2025 UBS MAINTAIN Neutral Neutral
Dec 12, 2025 JP Morgan MAINTAIN Underweight Underweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202621119312%
May 1, 202621129311%
Apr 1, 202621129311%
Mar 1, 202621129311%
Feb 1, 202621129311%
Jan 1, 202621109312%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

62°
Warm
Bearish Neutral Bullish
9 mentions 5 bullish 2 bearish 8 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 19, 2026150° Neutral001
May 19, 2026150° Neutral001
Apr 19, 2026140° Cool011
Apr 19, 2026140° Cool011
Mar 13, 2026267° Warm202
Mar 13, 2026160° Warm101
Mar 1, 2026160° Warm101
Mar 1, 2026160° Warm101
Jun 9, 2026
short_volume
Short Volume: ED — 59.1% short (0.5M / 0.8M)
Short: 458,419 | Exempt: 62 | TRF Vol: 775,342 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: ED — 62.1% short (0.3M / 0.5M)
Short: 326,116 | Exempt: 508 | TRF Vol: 524,813 | Short Ratio: 62.1% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: ED — 63.8% short (0.4M / 0.6M)
Short: 358,697 | Exempt: 363 | TRF Vol: 561,995 | Short Ratio: 63.8% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: ED — 63.8% short (0.5M / 0.8M)
Short: 492,916 | Exempt: 967 | TRF Vol: 772,627 | Short Ratio: 63.8% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: ED — 63.9% short (0.7M / 1.0M)
Short: 650,497 | Exempt: 533 | TRF Vol: 1,018,555 | Short Ratio: 63.9% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: ED — 59.6% short (0.6M / 0.9M)
Short: 566,062 | Exempt: 579 | TRF Vol: 949,828 | Short Ratio: 59.6% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: ED — 66.0% short (0.5M / 0.8M)
Short: 511,414 | Exempt: 422 | TRF Vol: 774,723 | Short Ratio: 66.0% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: ED — 66.6% short (0.5M / 0.7M)
Short: 496,988 | Exempt: 377 | TRF Vol: 746,622 | Short Ratio: 66.6% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: ED — 74.6% short (0.9M / 1.2M)
Short: 929,040 | Exempt: 9,537 | TRF Vol: 1,245,138 | Short Ratio: 74.6% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: ED — 66.4% short (0.4M / 0.6M)
Short: 425,173 | Exempt: 97 | TRF Vol: 640,474 | Short Ratio: 66.4% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: ED — 61.2% short (0.4M / 0.6M)
Short: 373,509 | Exempt: 574 | TRF Vol: 610,660 | Short Ratio: 61.2% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: ED — 59.1% short (0.7M / 1.1M)
Short: 667,889 | Exempt: 193 | TRF Vol: 1,130,476 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: ED — 3.3M shares, 77,122 trades
Week starting 2026-05-18. Total ATS volume: 3,322,545 shares across 77,122 trades.
May 15, 2026
short_volume
Short Volume: ED — 60.4% short (0.5M / 0.8M)
Short: 495,094 | Exempt: 174 | TRF Vol: 819,521 | Short Ratio: 60.4% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: ED — 66.6% short (0.5M / 0.7M)
Short: 481,079 | Exempt: 39 | TRF Vol: 722,316 | Short Ratio: 66.6% | Off-exchange volume (dark pool + OTC)
Apr 2, 2026
Enforcement
Penzo v. Consolidated Edison Co. of N.Y.
Court ruling from Court of Appeals for the Second Circuit. Docket: 24-2466-cv (L)
Mar 10, 2026
Enforcement
Lowman v. Consolidated Edison Co. of N.Y., Inc.
Court ruling from Appellate Division of the Supreme Court of the State of New York. Docket: Index No. 158715/17, 595442/18; Appeal No. 6021, M-519; Ca