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Expert Outlook: Consolidated Edison Through The Eyes Of 9 Analysts

Benzinga·02/20/2026 21:01:12
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During the last three months, 9 analysts shared their evaluations of Consolidated Edison (NYSE:ED), revealing diverse outlooks from bullish to bearish.

The table below provides a concise overview of recent ratings by analysts, offering insights into the changing sentiments over the past 30 days and drawing comparisons with the preceding months for a holistic perspective.

Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish
Total Ratings 0 0 6 3 0
Last 30D 0 0 1 0 0
1M Ago 0 0 1 1 0
2M Ago 0 0 3 0 0
3M Ago 0 0 1 2 0

The 12-month price targets, analyzed by analysts, offer insights with an average target of $102.33, a high estimate of $117.00, and a low estimate of $86.00. This current average represents a 1.13% decrease from the previous average price target of $103.50.

price target chart

Investigating Analyst Ratings: An Elaborate Study

The standing of Consolidated Edison among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.

Analyst Analyst Firm Action Taken Rating Current Price Target Prior Price Target
Andrew Weisel Scotiabank Raises Sector Perform $117.00 $113.00
William Appicelli UBS Raises Neutral $112.00 $108.00
Nicholas Campanella Barclays Lowers Underweight $100.00 $101.00
Shahriar Pourreza Wells Fargo Lowers Equal-Weight $95.00 $99.00
Shelby Tucker TD Cowen Announces Hold $105.00 -
William Appicelli UBS Raises Neutral $105.00 $104.00
William Appicelli UBS Lowers Neutral $104.00 $112.00
Jeremy Tonet JP Morgan Lowers Underweight $97.00 $101.00
Sophie Karp Keybanc Lowers Underweight $86.00 $90.00

Key Insights:

  • Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Consolidated Edison. This offers insight into analysts' perspectives on the current state of the company.
  • Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Consolidated Edison compared to the broader market.
  • Price Targets: Gaining insights, analysts provide estimates for the future value of Consolidated Edison's stock. This comparison reveals trends in analysts' expectations over time.

Considering these analyst evaluations in conjunction with other financial indicators can offer a comprehensive understanding of Consolidated Edison's market position. Stay informed and make well-informed decisions with our Ratings Table.

Stay up to date on Consolidated Edison analyst ratings.

All You Need to Know About Consolidated Edison

Con Ed is a holding company for Consolidated Edison of New York, or CECONY, and Orange & Rockland, or O&R. These utilities provide steam, natural gas, and electricity to customers in southeastern New York—including New York City—and small parts of New Jersey. The two utilities generate nearly all of Con Ed's earnings following the sale of its clean energy business to RWE in early 2023.

Consolidated Edison's Financial Performance

Market Capitalization: Surpassing industry standards, the company's market capitalization asserts its dominance in terms of size, suggesting a robust market position.

Revenue Growth: Consolidated Edison's remarkable performance in 3M is evident. As of 30 September, 2025, the company achieved an impressive revenue growth rate of 10.7%. This signifies a substantial increase in the company's top-line earnings. When compared to others in the Utilities sector, the company faces challenges, achieving a growth rate lower than the average among peers.

Net Margin: Consolidated Edison's net margin excels beyond industry benchmarks, reaching 15.19%. This signifies efficient cost management and strong financial health.

Return on Equity (ROE): The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of 2.87%, the company showcases effective utilization of equity capital.

Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 0.96%, the company showcases effective utilization of assets.

Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 1.1.

Understanding the Relevance of Analyst Ratings

Analysts work in banking and financial systems and typically specialize in reporting for stocks or defined sectors. Analysts may attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish "analyst ratings" for stocks. Analysts typically rate each stock once per quarter.

Analysts may enhance their evaluations by incorporating forecasts for metrics like growth estimates, earnings, and revenue, delivering additional guidance to investors. It is vital to acknowledge that, although experts in stocks and sectors, analysts are human and express their opinions when providing insights.

This article was generated by Benzinga's automated content engine and reviewed by an editor.