Consolidated Edison and Dominion Energy both benefit from rising power demand, grid upgrades and renewable investments, but their yields, ROE and capital plans tell different stories.

Consolidated Edison, Inc. (ED) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
while the company offers a 2.9% dividend yield, the significant free cash flow deficit of $999 million in 2026Q1 and the regulatory risks associated with urban infrastructure transition warrant a cautious valuation approach.
Consolidated Edison, Inc. (ED) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Consolidated Edison, Inc. (ED) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 7, 2026 | $2.17vs $2.28-4.8% | $5.1Bvs $5.2B-2.4% |
| Q1 2026 | Feb 19, 2026 | $0.89vs $0.86+4.0% | $4.0Bvs $3.6B+10.6% |
| Q4 2025 | Nov 6, 2025 | $1.90vs $1.74+9.2% | $4.5Bvs $4.2B+7.4% |
| Q3 2025 | Aug 7, 2025 | $0.67vs $0.64+4.5% | $3.6Bvs $3.5B+3.9% |
Recent stock market news and headlines for Consolidated Edison, Inc. (ED)
Consolidated Edison and Dominion Energy both benefit from rising power demand, grid upgrades and renewable investments, but their yields, ROE and capital plans tell different stories.

Tali Farhadian Will Join the Company's Board of Directors; Appointment Effective July 1, 2026 NEW YORK, July 2, 2026 /PRNewswire/ -- Consolidated Edison, Inc. ("Con Edison") (NYSE:ED) today announced that its Board of Directors elected Tali Farhadian to Con Edison's Board of Directors, effective July 1, 2026. Ms. Farhadian is an accomplished lawyer and former prosecutor with deep legal and regulatory experience, as well as a civic advocate.

Few stocks earn their place in a retiree's portfolio the way Consolidated Edison (NYSE:ED | ED Price Prediction) has.

Consolidated Edison CEO Tim Cawley, speaking at the Reuters Global Energy Forum in New York on Tuesday, said the utility must upsize parts of its grid equipment to withstand longer and hotter heat waves, while avoiding a fundamental overhaul of the system.

AWR, ED, KO and NYT stand out as low-beta defensive picks as the Fed holds rates steady and signals possible policy shifts amid inflation.

Key metrics vs top competitors for Consolidated Edison, Inc. (ED)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $112.99 | $41.64B | 20.03 | 10.89% | 11.96% | 8.77% | 2.88% | |
| $97.29 | $109.68B | 24.82 | 10.59% | 14.46% | 11.3% | — | |
| $128.22 | $99.96B | 20.32 | 6.19% | 15.44% | 9.6% | — | |
| $47.57 | $48.67B | 17.36 | 5.34% | 11.21% | 9.76% | — | |
| $36.39 | $27.38B | 22.74 | 6.85% | 13.09% | 8.32% | — | |
| $74.75 | $28.09B | 16.39 | 13.83% | 12.55% | 10.75% | — |
Consolidated Edison, Inc. (ED) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Consolidated Edison, Inc. (ED) SEC filings — annual & quarterly reports (10-K, 10-Q)
May 8, 2026·SEC
May 7, 2026·SEC
Mar 11, 2026·SEC
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Consolidated Edison, Inc. (ED) stock FAQ — growth, dividends, profitability & financials explained
Consolidated Edison, Inc. (ED) reported $17.21B in revenue for fiscal year 2025. This represents a 147% increase from $6.96B in 1996.
Consolidated Edison, Inc. (ED) grew revenue by 10.9% over the past year. This is steady growth.
Yes, Consolidated Edison, Inc. (ED) is profitable, generating $2.15B in net income for fiscal year 2025 (12.0% net margin).
Yes, Consolidated Edison, Inc. (ED) pays a dividend with a yield of 2.88%. This makes it attractive for income-focused investors.
Consolidated Edison, Inc. (ED) has a return on equity (ROE) of 8.8%. This is below average, suggesting room for improvement.
Consolidated Edison, Inc. (ED) generated $2.81B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
Consolidated Edison, Inc. (ED) has a dividend payout ratio of 58%. This suggests the dividend is well-covered and sustainable.