Consolidated Edison, Inc.

NYSE:ED 株式レポート

時価総額：US$40.0b

Consolidated Edison マネジメント

マネジメント 基準チェック /24

Consolidated Edisonの CEO はTim Cawleyで、 Dec2020年に任命され、 の在任期間は 5.42年です。 の年間総報酬は$ 19.90Mで、 7.3%給与と92.7%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.034%を直接所有しており、その価値は$ 13.75M 。経営陣と取締役会の平均在任期間はそれぞれ5.4年と8.5年です。

主要情報

Tim Cawley

最高経営責任者

US$19.9m

報酬総額

CEO給与比率7.27%
CEO在任期間5.4yrs
CEOの所有権0.03%
経営陣の平均在職期間5.4yrs
取締役会の平均在任期間8.5yrs

経営陣の近況

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
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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

CEO報酬分析

Consolidated Edison の収益と比較して、Tim Cawley の報酬はどのように変化したか？
日付総報酬給与会社業績
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

報酬と市場: Timの 総報酬 ($USD 19.90M ) は、 US市場 ($USD 14.79M ) の同規模の企業の平均を上回っています。

報酬と収益: Timの報酬は過去 1 年間で 20% 以上増加しました。

CEO

Tim Cawley (60 yo)

5.4yrs
在職期間
US$19,899,971
報酬

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...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
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$3.79mデータなし
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 Officer5.3yrsデータなし0.0014%
$ 576.0k
Yukari Saegusa
VP, Treasurer & Investor Relations9.7yrsデータなしデータなし
Robert Sanchez
President of Shared Services of Con Edison of New York2.1yrsUS$2.57m0.0060%
$ 2.4m
Sylvia Dooley
VP & Corporate Secretary8.3yrsデータなしデータなし
Stuart Nachmias
President & CEO of Con Edison Transmission6.3yrsデータなし0.0026%
$ 1.1m
Michele O'Connell
President and Chief Executive Officer of Orange and Rockland Utilities2.1yrsデータなし0.0054%
$ 2.2m
Jan Childress
Director of Investor Relations27.8yrsデータなしデータなし
5.4yrs
平均在職期間
59yo
平均年齢

経験豊富な経営陣: EDの経営陣は経験豊富で経験豊富です（平均在職期間は5.4年）。

取締役

名称ポジション在職期間報酬所有権
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
平均在職期間
67yo
平均年齢

経験豊富なボード: EDの 取締役会 は 経験豊富 であると考えられます ( 8.5年の平均在任期間)。

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/26 13:58
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Consolidated Edison, Inc. 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24

アナリスト機関
Jacob KilsteinArgus Research Company
Daniel FordBarclays
Nicholas CampanellaBarclays