ED

CONSOLIDATED EDISON INC

NYSE · Electric & Other Services Combined · Inc. NY · CIK 0001047862
$107.74 +0.84% $39.7B
Insider Selling Cluster (3 insiders)33 New Institutional Positions17 Institutional Exits
Vol
Market Cap$39.7B
Cap SizeLarge Cap
Analyst ConsensusSell (12%)
Inst. Holders50 funds
Inst. Value$19.8B
Inst. Activity33 buys / 17 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 $106.84

Recent Activity

Jun 12, 2026 short_volume
Short Volume: ED — 69.7% short (0.5M / 0.7M)
Short: 517,349 | Exempt: 66 | TRF Vol: 742,452 | Short Ratio: 69.7% | 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 was granted 1,596 shares
Director @ $106.51 ($170.0K)
May 19, 2026 Insider
Mason Karol V was granted 1,596 shares
Director @ $106.51 ($170.0K)
May 19, 2026 Insider
McBride Dwight A was granted 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.
DEUTSCHE BANK AG\ — ADD
5,797,582 shares ($656.2M)

Price Targets

$109.75 +1.9% upside Hold
Current $107.74 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 ▲ +4.6% $0.65 — $0.85 13% YoY 7
Next Q $2.08 ▲ +2.7% $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
BlackRock, Inc.$4.5B
STATE STREET CORP$2.8B
VANGUARD CAPITAL MANAGEMENT LLC$2.7B
VANGUARD PORTFOLIO MANAGEMENT LLC$2.1B
LAZARD ASSET MANAGEMENT LLC$800.8M

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
50 institutional holders with $19.8B total value (175,044,780 shares) as of 2026-Q1. Top holders: BlackRock,, STATE, VANGUARD. Net buying activity: 33 institutions added/increased vs 17 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.39,455,469$4.5B22.5%
2STATE STREET CORP24,879,928$2.8B14.2%
3VANGUARD CAPITAL MANAGEMENT LLC23,498,347$2.7B13.4%
4VANGUARD PORTFOLIO MANAGEMENT LLC18,641,984$2.1B10.7%
5LAZARD ASSET MANAGEMENT LLC7,075,838$800.8M4.0%
6DEUTSCHE BANK AG\5,797,582$656.2M3.3%ADD +60.3%
7MORGAN STANLEY5,359,232$606.6M3.1%
8Legal & General Group Plc4,541,000$514.0M2.6%
9Amundi3,872,404$438.3M2.2%ADD +66.2%
10Invesco Ltd.3,617,766$409.5M2.1%
11GOLDMAN SACHS GROUP INC2,933,810$332.0M1.7%
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,477,671$280.4M1.4%
13VANGUARD FIDUCIARY TRUST CO2,031,527$229.9M1.2%
14FMR LLC1,719,459$194.6M1.0%ADD +57.0%
15CITADEL ADVISORS LLC1,660,514$187.9M0.9%
16BANK OF AMERICA CORP /DE/1,590,225$180.0M0.9%
17ROYAL BANK OF CANADA1,532,584$173.5M0.9%
18DIMENSIONAL FUND ADVISORS LP1,447,524$163.8M0.8%
19PFA Pension, Forsikringsaktieselskab1,235,992$139.9M0.7%
20Nuveen, LLC1,218,212$137.9M0.7%ADD +43.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
DEUTSCHE BANK AG\ADD3,617,3615,797,582+60.3%$656.2M2026-Q1
AmundiADD2,329,3353,872,404+66.2%$438.3M2026-Q1
FMR LLCADD1,095,4351,719,459+57.0%$194.6M2026-Q1
Nuveen, LLCADD847,4301,218,212+43.8%$137.9M2026-Q1
FIRST TRUST ADVISORS LPTRIM1,378,250947,533-31.3%$107.2M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPADD531,643685,949+29.0%$77.8M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.TRIM896,147496,000-44.7%$56.1M2026-Q1
FRANKLIN RESOURCES INCADD262,084492,155+87.8%$55.7M2026-Q1
NORDEA INVESTMENT MANAGEMENT ABDOUBLED21,262433,562+1939.1%$48.5M2026-Q1
MARSHALL WACE, LLPTRIM839,164409,262-51.2%$46.3M2026-Q1
Pictet Asset Management Holding SAADD212,950391,827+84.0%$44.3M2026-Q1
MACKENZIE FINANCIAL CORPDOUBLED181,549387,240+113.3%$43.8M2026-Q1
Point72 Asset Management, L.P.NEW368,308$41.7M2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.TRIM675,844278,344-58.8%$31.5M2026-Q1
Cerity Partners LLCADD128,858224,098+73.9%$25.4M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCTRIM312,494225,546-27.8%$24.8M2026-Q1
Swiss Life Asset Management LtdDOUBLED106,986244,430+128.5%$23.8M2026-Q1
Tredje AP-fondenADD100,090193,382+93.2%$21.9M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDTRIM608,968186,480-69.4%$21.1M2026-Q1
ING GROEP NVDOUBLED31,709180,238+468.4%$20.4M2026-Q1
Hudson Bay Capital Management LPDOUBLED55,090159,953+190.3%$18.1M2026-Q1
Verition Fund Management LLCTRIM237,968153,973-35.3%$17.4M2026-Q1
ENVESTNET ASSET MANAGEMENT INCDOUBLED18,941153,093+708.3%$17.3M2026-Q1
CREDIT AGRICOLE S ADOUBLED56,644147,037+159.6%$16.6M2026-Q1
Assenagon Asset Management S.A.NEAR_EXIT891,895144,181-83.8%$16.3M2026-Q1
20 unique insiders with 49 transactions. Net insider value: -$1.1M ($109.31 bought, $1.1M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 19, 2026KILLIAN JOHN FDirectorAWARD1,596$106.51$170.0K
May 19, 2026Mason Karol VDirectorAWARD1,596$106.51$170.0K
May 19, 2026McBride Dwight ADirectorAWARD1,596$106.51$170.0K
May 19, 2026MULROW WILLIAM JDirectorAWARD1,596$106.51$170.0K
May 19, 2026Zoi CatherineDirectorAWARD1,596$106.51$170.0K
May 19, 2026SANFORD LINDA SDirectorAWARD1,596$106.51$170.0K
May 19, 2026Stanley DeirdreDirectorAWARD1,596$106.51$170.0K
May 19, 2026Cavanagh Brendan ThomasDirectorAWARD1,596$106.51$170.0K
May 19, 2026SUTHERLAND L FREDERICKDirectorAWARD1,596$106.51$170.0K
Mar 31, 2026RANGER MICHAEL WDirectorAWARD430.73$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 OfficerAWARD7,800
Feb 18, 2026Ziaee KamranSVP & Ch.Information OfficerAWARD3,400
Feb 18, 2026Miller JosephVP & ControllerEXERCISE841$113.92$95.8K
Feb 18, 2026Miller JosephVP & ControllerAWARD1,500
Feb 18, 2026Miller JosephVP & ControllerAWARD600
Feb 18, 2026Sanchez RobertPresident, Shared ServicesEXERCISE5,370
Feb 18, 2026Sanchez RobertPresident, Shared ServicesD5,370$113.92$611.8K
Feb 18, 2026Sanchez RobertPresident, Shared ServicesAWARD8,900
Feb 18, 2026Sanchez RobertPresident, Shared ServicesAWARD3,800
Feb 18, 2026O'Connell MichelePresident & CEO, O&REXERCISE1,812
Feb 18, 2026O'Connell MichelePresident & CEO, O&RD1,812$113.92$206.4K
Feb 18, 2026O'Connell MichelePresident & CEO, O&RAWARD7,400
Feb 18, 2026O'Connell MichelePresident & CEO, O&RAWARD3,100
Feb 18, 2026Nachmias StuartPresident & CEO CETEXERCISE2,006
Feb 18, 2026Nachmias StuartPresident & CEO CETD2,006$113.92$228.5K
Feb 18, 2026Nachmias StuartPresident & CEO CETAWARD3,300
Feb 18, 2026Nachmias StuartPresident & CEO CETAWARD1,400
Feb 18, 2026Ketschke MatthewPresident, CECONYEXERCISE8,217
Feb 18, 2026Ketschke MatthewPresident, CECONYD8,217$113.92$936.1K
Feb 18, 2026Ketschke MatthewPresident, CECONYAWARD18,800
Feb 18, 2026Ketschke MatthewPresident, CECONYAWARD8,000
Feb 18, 2026Donnley Deneen LSVP and General CounselEXERCISE6,405
Feb 18, 2026Donnley Deneen LSVP and General CounselD6,405$113.92$729.7K
Feb 18, 2026Donnley Deneen LSVP and General CounselAWARD10,600
Feb 18, 2026Donnley Deneen LSVP and General CounselAWARD4,500
Feb 18, 2026Andrews Kirkland BSVP & CFOAWARD12,900
Feb 18, 2026Andrews Kirkland BSVP & CFOAWARD5,500
Feb 18, 2026Cawley TimothyChairman, President & CEOEXERCISE33,773
Feb 18, 2026Cawley TimothyChairman, President & CEOD33,773$113.92$3.8M
Feb 18, 2026Cawley TimothyChairman, President & CEOAWARD69,000
Feb 18, 2026Cawley TimothyChairman, President & CEOAWARD29,600
Feb 18, 2026Hensley JenniferSVP, Corporate AffairsEXERCISE2,782
Feb 18, 2026Hensley JenniferSVP, Corporate AffairsD2,087$113.92$237.8K
Feb 18, 2026Hensley JenniferSVP, Corporate AffairsTAX W/H264$113.92$30.1K
Feb 18, 2026Hensley JenniferSVP, Corporate AffairsEXERCISE8,100
Feb 18, 2026Hensley JenniferSVP, Corporate AffairsAWARD3,400

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 +1.9% upside Hold (3.28)
$97.00 Low $130.00 High
MetricValue
Current Price$107.74
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% +4.6% 5↑ 0↓ $3.8B 5.3% 7
Next Q
2026-09-30
$2.08 $1.95 $2.24 9.4% +2.7% 3↑ 2↓ $4.7B 3.0% 7
Current FY
2026-12-31
$6.11 $6.07 $6.20 7.2% +0.1% 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$0.725+0.034
60d ago$0.689+0.070
90d ago$0.689+0.070
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

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 12, 2026
short_volume
Short Volume: ED — 69.7% short (0.5M / 0.7M)
Short: 517,349 | Exempt: 66 | TRF Vol: 742,452 | Short Ratio: 69.7% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: ED — 74.0% short (0.7M / 0.9M)
Short: 659,185 | Exempt: 528 | TRF Vol: 891,108 | Short Ratio: 74.0% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: ED — 78.3% short (0.6M / 0.8M)
Short: 612,839 | Exempt: 115 | TRF Vol: 782,279 | Short Ratio: 78.3% | Off-exchange volume (dark pool + OTC)
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)
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