NYSE: ED

Consolidated Edison (ED) Stock Analysis & Forecast

Consolidated Edison, Inc. Utilities sector, electric utilities industry. Market cap $38.85B.

$105.43−1.65 (−1.5%)

Close on Sep 18, 2026. Page updated Sep 19, 9:16 pm ET.

Gekko Brief

AI summary

Consolidated Edison (ED) closes at $105.43, down 1.5%, sitting between its 50-day average of $108.75 and its 200-day average of $107.57. The GekkoIndex reads 64.2, placing the stock in the Accumulation zone. Price stands 12.7% above Gekko Fair Value of $93.55, a gap that bears watching.

This week's activity centers on analyst repositioning and ownership shifts. Morgan Stanley lowered its price target on ED to $97 from $101 while keeping an Underweight rating. Separately, Consolidated Edison VP and Controller Joseph Miller purchased 1.05 shares at $105.81 on 15 September, while Engineers Gate Manager LP cut its stake by 79.7% and Corient Private Wealth LP reduced its position by 27.4%, both during the second quarter. The company also plans to webcast an investor presentation on 6 October, with leadership set to discuss strategy around reliable, resilient and clean energy investment.

Looking ahead, ED's next earnings date falls on 5 November, 46 days out and beyond a typical 20-trading-day hold; the prior report on 6 August beat estimates ($0.83 versus $0.76) with a muted 0.3% reaction, part of a run of 7 beats in 8 quarters. Analyst views remain split, with 10 firms showing 2 buy, 4 hold and 4 sell calls and a consensus target of $110.28. Seasonality over this stretch has averaged -2.2% across 5 years, rising in only 2 of them, a pattern worth noting alongside the current fair-value gap.

Written by AI and checked automatically against the figures on this page. Generated Sep 20, 2026 from the data above.

Price vs fair value

Close $105.43200-day averageGekko Fair Value $93.55

Key stats

Market cap
$38.85B
P/E ratio
17.3
Forward P/E
16.3
EPS, TTM
$6.18
Revenue, TTM
$17.69B
Profit margin
12.5%
Dividend yield
3.30%
Beta
0.26
Volume
3.33M avg 1.93M
1-year return
+9.4%
Typical daily move
±1.4%
Typical 20-day move
±3.6%
50-day average
$108.75
200-day average
$107.57
Next earnings
Nov 5
Shares outstanding
369.8M
52-week range
$94.96$116.23

Consolidated Edison swing-trade checklist

Consolidated Edison scores 2 supportive, 1 mixed and 2 headwinds across the 5 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

2 supportive1 mixed2 headwinds

  • Trendmixed

    Averages disagree

    Close $105.43 sits between the 50-day ($108.75) and 200-day ($107.57) averages, or the averages disagree.

    See the chart
  • GekkoIndexsupportive

    64.2, Accumulation

    Reading 64.2 is in the Accumulation zone.

    See the GekkoIndex
  • Fair valueheadwind

    12.7% above

    Price is 12.7% above Gekko Fair Value (more than 5% above).

    See fair value
  • Smart moneyno data

    No data

    No insider, Congress or unusual options activity in the window.

    See smart money
  • Earnings risksupportive

    Reports in 46 days

    Next report Nov 5, 2026, 46 days away — outside a typical 20-trading-day hold.

    See earnings
  • Seasonalityheadwind

    −2.2% on average

    From this point in the calendar, the next 20 trading days averaged −2.2% over 5 years, rising in 2 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

Consolidated Edison stock chart and price history

Consolidated Edison closed at $105.43 on Sep 18, 2026, +9.4% over the past year, inside a 52-week range of $94.96 to $116.23.

Close50-day average200-day averageVolume

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−2.4%
3 months
−0.9%
6 months
−5.6%
1 year
+9.4%
The full ED chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open ED in Gekko

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About Consolidated Edison

Consolidated Edison delivers electricity, natural gas, and steam through a group of regulated subsidiaries serving the New York area. Its electric service reaches roughly 3.5 million homes and businesses in New York City and Westchester County, while natural gas goes to about 1.1 million customers in Manhattan, the Bronx, parts of Queens, and Westchester. Steam service, a smaller part of the business, covers around 1,555 customers in sections of Manhattan.

Outside its main service territory, the company supplies electricity to about 300,000 customers in southeastern New York and northern New Jersey, and natural gas to roughly 100,000 customers in southeastern New York. Its network includes transmission and distribution lines, substations, transformers, and gas mains and pipelines that carry power and fuel to residential, commercial, industrial, and government customers. Consolidated Edison also owns and develops renewable energy and other energy infrastructure projects, and sells energy-related products and services to wholesale and retail markets, along with investing in new electric and gas transmission projects.

Founded in 1823, Consolidated Edison is headquartered in New York, New York. Its shares are listed on the NYSE under the ticker ED.

Listed
NYSE
Sector
Utilities
Industry
Electric utilities
Website
conedison.com

Consolidated Edison GekkoIndex: the smart money zone

Consolidated Edison’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 64.2, in the Accumulation zone, up 2 points over five sessions.

010064.2Accumulation

Up 2 points over five sessions.

Reading for Sep 18, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying28+0.3%+0.5%+0.1%+6.0%
Accumulation (current zone)231+0.3%+0.4%+1.0%+4.3%
Neutral382+0.1%+0.3%+0.6%+0.5%
Distribution20+0.1%+0.1%+0.9%+0.3%
Selling1Too few readings yet

Average ED share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.

Accumulation zone: Institutional interest building. About the five zones →

See every daily GekkoIndex reading plotted over the ED price, zone by zone.Track ED in Gekko

Is Consolidated Edison stock overvalued? Gekko Fair Value

Consolidated Edison trades 12.7% above Gekko Fair Value of $93.55, so the shares are overvalued on Gekko’s estimate.

Gekko’s own estimate of what Consolidated Edison shares are worth, recalculated every trading day.

$93.55

Gekko Fair Value, Sep 19, 2026

12.7% Overvalued

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open ED in Gekko

Consolidated Edison insider and Congress trading

No open-market insider purchases were filed for Consolidated Edison, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for ED in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every ED insider filing, plotted on the chart in Gekko.Open ED in Gekko

Congress trades last 90 days

No trades in ED were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for ED, plotted on the chart in Gekko.Open ED in Gekko

Buybacks

Consolidated Edison has been buying back its own shares.

Bought back, quarter ended Mar 31, 2023
$1.00B
As a share of market cap
2.57%

From company filings.

Hedge funds and billionaires quarter ended Sep 30

0of the funds Gekko tracks hold ED.

0added0opened0trimmed2sold out
Which funds are on each side, name by name.Unlock in Gekko

Consolidated Edison earnings: next date and track record

Consolidated Edison reports on Nov 5, 2026 (46 days away), and beat the EPS estimate in 7 of its last 8 reports.

7 of 8reports beat the EPS estimate
±1.4%average move across the report
3 of 8reports followed by a gain

Share-price move across each report

−0.8%Nov ’24+3.1%Feb ’25−2.4%May ’25+0.3%Aug ’25+2.5%Nov ’25−1.6%Feb ’26−0.5%May ’26−0.3%Aug ’26
ReportedEPSSurpriseRevenueSurpriseMove
Aug 6, 2026$0.83
est $0.76
+9.8%$4.07B
est $3.60B
+13.1%−0.3%
May 7, 2026$2.18
est $2.27
−4.0%$5.10B
est $5.22B
−2.4%−0.5%
Feb 19, 2026$0.89
est $0.86
+3.5%$4.00B
est $3.61B
+10.6%−1.6%
Nov 6, 2025$1.90
est $1.74
+9.2%$4.53B
est $4.22B
+7.4%+2.5%
Aug 7, 2025$0.67
est $0.64
+4.5%$3.60B
est $3.46B
+3.9%+0.3%
May 1, 2025$2.26
est $2.21
+2.3%$4.80B
est $4.26B
+12.6%−2.4%
Feb 20, 2025$0.98
est $0.96
+2.1%$3.67B
est $3.68B
−0.3%+3.1%
Nov 7, 2024$1.68
est $1.62
+3.7%$4.09B
est $4.06B
+0.7%−0.8%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

Consolidated Edison stock forecast and analyst price targets

Analysts’ average 12-month price target for Consolidated Edison is $110.28, +4.6% from the last close, from 10 firms rating the stock in the last 90 days.

$110.28consensus 12-month target, +4.6% from the last close
Low $94High $113
Buy2
Hold4
Sell4

Each firm’s latest rating in the last 90 days: 10 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Sep 18Morgan StanleySell, reiterated$97−8.0%
Aug 24J.P. MorganSell, maintained$112+6.2%
Aug 21Morgan StanleySell, reiterated$101−4.2%
Aug 17Evercore ISIHold, maintained$112+6.2%
Aug 11Mizuho SecuritiesHold, maintained$113+7.2%
+1.0%average 20-day move after past Accumulation readings
−2.2%average move over the next 20 trading days in the last 5 years
±1.4%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

Consolidated Edison seasonality: the next 20 trading days

Over the next 20 trading days from Sep 19, Consolidated Edison averaged −2.2% across the last 5 years, rising in 2 of them.

Next 20 trading days, by year

−0.6%2021−15.7%2022−2.5%2023+3.5%2024+5.0%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days−1.4%1 of 5
Next 10 trading days−3.3%2 of 5
Next 15 trading days−2.9%2 of 5
Next 20 trading days−2.2%2 of 5
Next 30 trading days−2.0%2 of 5

For scale, ED’s typical 20-trading-day move in either direction is about 3.6%.

Consolidated Edison market cap and key statistics

Consolidated Edison’s market cap is $38.85B, with a P/E ratio of 17.3 and revenue of $17.69B over the last twelve months.

Valuation

Market cap
$38.85B
P/E ratio
17.3
Forward P/E
16.3
EPS, TTM
$6.18
Gekko Fair Value
$93.55

Trading

Volume
3.33M
Avg volume, 20 days
1.93M
52-week high
$116.23
52-week low
$94.96
Shares outstanding
369.8M

Financials

Revenue, TTM
$17.69B
Profit margin
12.5%
Return on equity
9%
Quarterly earnings growth, YoY
+22.1%

Risk and income

Beta
0.26
Typical daily move
±1.4%
Typical 20-day move
±3.6%
Dividend yield
3.30%

Consolidated Edison peers

Consolidated Edison’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
NEENextEra Energy−0.2%Buying23.4% below
SOSouthern−0.9%Buying8.1% above
DUKDuke Energy−0.3%Accumulation14.0% above
CEGConstellation Energy−2.1%Accumulation2.8% below
AEPAmerican Electric Power−0.5%Buying3.7% above
DDominion Energy−0.7%Accumulation8.5% below

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

Consolidated Edison stock FAQ

What is Consolidated Edison’s market cap?

Consolidated Edison’s market cap is $38.85B at the Sep 18, 2026 close of $105.43, with 369.8M shares outstanding. The shares trade on a P/E ratio of 17.3.

What is the Consolidated Edison stock forecast?

The consensus analyst 12-month price target for Consolidated Edison is $110.28, +4.6% from the last close. Of the 10 firms that rated the stock in the last 90 days, 2 rate it a buy, 4 a hold and 4 a sell. Gekko doesn’t publish price predictions of its own.

Is Consolidated Edison stock overvalued or undervalued?

On Gekko’s estimate Consolidated Edison is overvalued: the Sep 18, 2026 close of $105.43 is 12.7% above Gekko Fair Value of $93.55. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does Consolidated Edison report earnings next?

Consolidated Edison is expected to report on Nov 5, 2026 (46 days away). Analysts expect earnings of $2.03 per share on revenue of $4.76B. Consolidated Edison beat the earnings estimate in 7 of its last 8 reports, moving 1.4% on average across the report.

What is Consolidated Edison’s 52-week high and low?

Consolidated Edison’s 52-week high is $116.23 and its 52-week low is $94.96; it closed at $105.43 on Sep 18, 2026, +9.4% over the past year.

Is Consolidated Edison stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 2 of the 5 items with data read as supportive (gekkoindex and earnings risk), 1 as mixed (trend) and 2 as headwinds (fair value and seasonality). The checklist is a description of current data, not a recommendation.

How this page works

Prices and signals update after every US market close; the GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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