Consolidated Edison, Inc.

Informe acción NYSE:ED

Capitalización de mercado: US$40.0b

Consolidated Edison Dirección

Dirección controles de criterios 2/4

El CEO de Consolidated Edison es Tim Cawley , nombrado en Dec 2020, tiene una permanencia de 5.42 años. compensación anual total es $19.90M, compuesta por 7.3% salario y 92.7% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.034% de las acciones de la empresa, por valor de $13.75M. La antigüedad media del equipo directivo y de la junta directiva es de 5.4 años y 8.5 años, respectivamente.

Información clave

Tim Cawley

Chief Executive Officer (CEO)

US$19.9m

Compensación total

Porcentaje del salario del CEO7.27%
Permanencia del CEO5.4yrs
Participación del CEO0.03%
Permanencia media de la dirección5.4yrs
Promedio de permanencia en la Junta Directiva8.5yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha • Mar 26

Consolidated Edison: A Defensive Allocation, But Return Expectations Remain Moderate

Summary Consolidated Edison, Inc. trades at 1.64x book value and 19.48x earnings, reflecting fair valuations without signs of mispricing. ED's per share book value grew identically with price returns at around ~4% CAGR over ten years, with a total return CAGR of ~7.5%. Forward expectations suggest ED might return identical to past performances at around ~6.5%-7.5%, unless we see a decline in interest rates leading to multiple expansion. ED therefore is rated as a hold at present. The market price at current is fairly valued in terms of return prospects and the predictability offered by the business. Read the full article on Seeking Alpha
Artículo de análisis • Jan 31

Consolidated Edison (NYSE:ED) Will Pay A Larger Dividend Than Last Year At $0.8875

Consolidated Edison, Inc. ( NYSE:ED ) will increase its dividend from last year's comparable payment on the 16th of...
Artículo de análisis • Jan 07

A Look At The Intrinsic Value Of Consolidated Edison, Inc. (NYSE:ED)

Key Insights Consolidated Edison's estimated fair value is US$99.72 based on Dividend Discount Model Current share...
Artículo de análisis • Sep 04

Consolidated Edison (NYSE:ED) Has A Somewhat Strained Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis • Jul 15

Estimating The Intrinsic Value Of Consolidated Edison, Inc. (NYSE:ED)

Key Insights The projected fair value for Consolidated Edison is US$104 based on Dividend Discount Model Current share...
Artículo de análisis • Jun 30

Consolidated Edison, Inc.'s (NYSE:ED) Price Is Out Of Tune With Earnings

It's not a stretch to say that Consolidated Edison, Inc.'s ( NYSE:ED ) price-to-earnings (or "P/E") ratio of 18.7x...
Artículo de análisis • May 31

The Returns At Consolidated Edison (NYSE:ED) Aren't Growing

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Seeking Alpha • Apr 15

Consolidated Edison Keeps The Lights On While Investors Sleep Well At Night

Summary Consolidated Edison offers stability with predictable income due to its status as a government-sanctioned monopoly in a densely populated region. Despite a decline in net income, the company maintains strong adjusted earnings and a consistent dividend growth streak of 51 years. Future growth is driven by investments in clean energy infrastructure, smart grid technologies, and EV charging stations. Consolidated Edison is a reliable, low-beta investment for income investors seeking steady dividends and long-term stability. Read the full article on Seeking Alpha
Seeking Alpha • Nov 13

Consolidated Edison: Potential High-Single-Digit Returns With Low Risk

Summary Consolidated Edison, a monopoly utility in NYC, is rated a Buy due to expected earnings growth and its status as a Dividend King. Despite a recent 5% share price dip, Con Edison’s Q3 earnings beat estimates, and the company revised its 2024 EPS guidance upward. Compared to peers, Con Edison’s net income margin and ROE lag, but its dividend yield remains competitive, making it attractive for income investors. While future price targets vary, Con Edison’s low-risk profile and consistent dividend growth make ED stock a solid choice for conservative investors. Read the full article on Seeking Alpha
Seeking Alpha • Oct 11

Consolidated Edison: New York City Isn't Going Anywhere

Summary Utilities, despite their 'boring' reputation, offer stable returns and act as a great inflation hedge, with many companies showing incredible long-term performance. ConEd's regulated monopoly in NYC ensures stable & growing revenue and operating income, making it a reliable long-term investment with a high single-digit ROE. The bullish outlook on NYC's sustained economic growth supports ConEd's potential for continued demand and stable returns over the long haul. We rate ConEd a 'Buy' for truly long-term oriented investors. Read the full article on Seeking Alpha
Seeking Alpha • Jul 28

Why Consolidated Edison Is Expensive For What It Offers

Summary I invest in utilities, including Enel, National Grid, Black Hills, and Northwestern Natural, with a goal to increase exposure. Utilities offer safe investment potential for value-conscious dividend investors seeking a 12-15% annualized rate of return. I updated my thesis on Consolidated Edison, a solid utility with sound fundamentals but valuation issues, leading to a "HOLD" rating. Read the full article on Seeking Alpha
Seeking Alpha • May 13

Consolidated Edison: Below-Sector EPS Growth, Mixed Momentum Trends

Summary The S&P 500 Utilities sector has performed well recently, with the XLU ETF up 10% in the past month. The latest narrative permeating Wall Street desks is that utilities may offer exposure to the artificial intelligence theme. But I see shares of Consolidated Edison as fairly valued today, and though ED features a decent chart, a durable breakout is not yet seen. After a strong Q1 beat, I highlight key levels on the chart to monitor. Read the full article on Seeking Alpha
Seeking Alpha • Feb 27

Consolidated Edison: Dividends Keep Growing But At A Minimal Rate

Summary Consolidated Edison is a utility company that distributes electricity, gas, and steam energy to about 4 million people in New York. The company has been making big investments in clean energy, mostly driven by new rules and regulations. It has a 50-year history of dividend hikes, but most of the hikes in recent years have been very small 2-3% raises. It has a decent and safe 3.8% yield, but don't expect any aggressive dividend growth. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Tim Cawley en comparación con los beneficios de Consolidated Edison?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$2b

Dec 31 2025US$20mUS$1m

US$2b

Sep 30 2025n/an/a

US$2b

Jun 30 2025n/an/a

US$2b

Mar 31 2025n/an/a

US$2b

Dec 31 2024US$15mUS$1m

US$2b

Sep 30 2024n/an/a

US$2b

Jun 30 2024n/an/a

US$2b

Mar 31 2024n/an/a

US$2b

Dec 31 2023US$16mUS$1m

US$3b

Sep 30 2023n/an/a

US$2b

Jun 30 2023n/an/a

US$2b

Mar 31 2023n/an/a

US$2b

Dec 31 2022US$10mUS$1m

US$2b

Sep 30 2022n/an/a

US$2b

Jun 30 2022n/an/a

US$2b

Mar 31 2022n/an/a

US$2b

Dec 31 2021US$10mUS$1m

US$1b

Sep 30 2021n/an/a

US$1b

Jun 30 2021n/an/a

US$1b

Mar 31 2021n/an/a

US$1b

Dec 31 2020US$7mUS$745k

US$1b

Sep 30 2020n/an/a

US$1b

Jun 30 2020n/an/a

US$1b

Mar 31 2020n/an/a

US$1b

Dec 31 2019US$7mUS$629k

US$1b

Compensación vs. Mercado: La compensación total de Tim($USD19.90M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD14.79M).

Compensación vs. Ingresos: La compensación de Tim ha aumentado más de un 20% en el último año.

CEO

Tim Cawley (60 yo)

5.4yrs
Permanencia
US$19,899,971
Compensación

Mr. Timothy P. Cawley, also known as Tim, serves as President, Chief Executive Officer and Director at Consolidated Edison, Inc. since December 29, 2020 and serves as its Chairman of the Board since Januar...

Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Timothy Cawley
Chairman5.4yrsUS$19.90m0.034%
$ 13.8m
Kirkland Andrews
Senior VP & CFO1.8yrsUS$3.88m0.0023%
$ 928.0k
Kamran Ziaee
SVP & Chief Information Officer1.4yrsUS$3.79msin datos
Deneen Donnley
Senior VP & General Counsel6.3yrsUS$3.31m0.0088%
$ 3.5m
Matthew Ketschke
President of Consolidated Edison Company of New York5.3yrsUS$6.47m0.012%
$ 4.7m
Joseph Miller
VP, Controller & Chief Accounting Officer5.3yrssin datos0.0014%
$ 576.0k
Yukari Saegusa
VP, Treasurer & Investor Relations9.7yrssin datossin datos
Robert Sanchez
President of Shared Services of Con Edison of New York2.1yrsUS$2.57m0.0060%
$ 2.4m
Sylvia Dooley
VP & Corporate Secretary8.3yrssin datossin datos
Stuart Nachmias
President & CEO of Con Edison Transmission6.3yrssin datos0.0026%
$ 1.1m
Michele O'Connell
President and Chief Executive Officer of Orange and Rockland Utilities2.1yrssin datos0.0054%
$ 2.2m
Jan Childress
Director of Investor Relations27.8yrssin datossin datos
5.4yrs
Permanencia media
59yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de ED es experimentado (5.4 años antigüedad media).

Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Timothy Cawley
Chairman5.4yrsUS$19.90m0.034%
$ 13.8m
Lewis Sutherland
Independent Director20.1yrsUS$447.97k0.0011%
$ 436.0k
Linda Sanford
Independent Director11.3yrsUS$310.00k0.00065%
$ 260.0k
John Killian
Independent Director18.7yrsUS$325.00k0.000060%
$ 24.0k
Deirdre Stanley
Independent Director8.5yrsUS$365.38k0%
$ 0
Karol Mason
Independent Director5.3yrsUS$300.00k0%
$ 0
Michael Ranger
Independent Lead Director18.3yrsUS$535.89k0.027%
$ 10.9m
William Mulrow
Independent Director8.5yrsUS$300.25k0%
$ 0
Brendan Cavanagh
Independent Directorless than a yearUS$134.00k0.000020%
$ 8.0k
Catherine Zoi
Independent Director2.3yrsUS$307.31k0%
$ 0
Dwight McBride
Independent Director5.3yrsUS$300.00k0%
$ 0
8.5yrs
Permanencia media
67yo
Promedio de edad

Junta con experiencia: La junta directiva de ED se considera experimentada (8.5 años de antigüedad promedio).

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/26 13:58
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Consolidated Edison, Inc. está cubierta por 24 analistas. 13 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Jacob KilsteinArgus Research Company
Daniel FordBarclays
Nicholas CampanellaBarclays