View ValuationConsolidated Edison 향후 성장Future 기준 점검 1/6Consolidated Edison (는) 각각 연간 8% 및 4.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 5.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 9% 로 예상됩니다.핵심 정보8.0%이익 성장률5.48%EPS 성장률Integrated Utilities 이익 성장12.0%매출 성장률4.1%향후 자기자본이익률9.04%애널리스트 커버리지Good마지막 업데이트11 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesReported Earnings • 18hFirst quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$2.55 (up from US$2.26 in 1Q 2025). Revenue: US$5.10b (up 6.2% from 1Q 2025). Net income: US$924.0m (up 17% from 1Q 2025). Profit margin: 18% (up from 17% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.실시간 뉴스 • May 10Consolidated Edison Posts Q1 Revenue Growth and Equity Program as Adjusted EPS Misses EstimatesQ1 2026 revenue was US$5.1b, up 6.2% year over year, while adjusted EPS of US$2.17 was below the US$2.32 analyst consensus. GAAP net income reached US$924 million, or US$2.55 per share, helped by a US$357.5 million gain from the sale of Con Edison’s roughly 6.6% interest in Mountain Valley Pipeline, LLC. The company launched a US$2b at-the-market equity program intended to fund capital needs, support subsidiaries and general corporate purposes. For you as an investor, the picture is mixed. Operationally, revenue across both the CECONY and O&R units came in ahead of expectations, which points to steady performance in the regulated utility businesses. At the same time, adjusted EPS missed consensus, and a meaningful portion of GAAP earnings this quarter came from the one-off gain on the Mountain Valley Pipeline sale rather than ongoing operations. Management kept its full-year 2026 adjusted EPS guidance in a range of US$6.00 to US$6.20, so the company is signaling no change to its current planning assumptions. The new US$2b at-the-market equity program gives Con Edison flexibility to raise capital over time instead of in one large issuance. For existing shareholders, that can mean gradual share dilution as stock is sold into the market, but the stated use of proceeds is tied to funding capital requirements, investing in subsidiaries, and maintaining the balance sheet. For a regulated utility, that kind of ongoing access to equity capital often sits alongside debt financing and can be an important tool to support grid investments, electrification projects, and resilience upgrades that regulators expect.공지 • May 10Consolidated Edison, Inc. has filed a Follow-on Equity Offering in the amount of $2 billion.Consolidated Edison, Inc. has filed a Follow-on Equity Offering in the amount of $2 billion. Security Name: Common Shares Security Type: Common Stock Transaction Features: At the Market OfferingUpcoming Dividend • May 06Upcoming dividend of US$0.89 per shareEligible shareholders must have bought the stock before 13 May 2026. Payment date: 15 June 2026. Payout ratio is a comfortable 60% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Lower than top quartile of American dividend payers (4.2%). In line with average of industry peers (3.2%).Declared Dividend • Apr 20Fourth quarter dividend of US$0.89 announcedShareholders will receive a dividend of US$0.89. Ex-date: 13th May 2026 Payment date: 15th June 2026 Dividend yield will be 3.2%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (60% earnings payout ratio) but not covered by cash flows (dividend approximately 36x free cash flows). The dividend has increased by an average of 3.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공지 • Apr 17Consolidated Edison, Inc. Declares Common Stock Dividend, Payable on June 15, 2026Consolidated Edison, Inc. declared a quarterly dividend of 88.75 cents a share on its common stock, payable June 15, 2026 to stockholders of record as of May 13, 2026.공지 • Apr 09+ 1 more updateConsolidated Edison, Inc., Annual General Meeting, May 18, 2026Consolidated Edison, Inc., Annual General Meeting, May 18, 2026.Seeking Alpha • Mar 26Consolidated Edison: A Defensive Allocation, But Return Expectations Remain ModerateSummary 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 AlphaNew Risk • Mar 10New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$1.1m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (dividend per share is over 35x cash flows per share). Significant insider selling over the past 3 months (US$1.1m sold).공지 • Feb 25+ 1 more updateConsolidated Edison, Inc. has completed a Follow-on Equity Offering in the amount of $775.67 million.Consolidated Edison, Inc. has completed a Follow-on Equity Offering in the amount of $775.67 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 7,000,000 Price\Range: $110.81 Discount Per Security: $0Recent Insider Transactions Derivative • Feb 23Chairman exercised options and sold US$3.8m worth of stockOn the 18th of February, Timothy Cawley exercised options to acquire 34k shares at no cost and sold these for an average price of US$114 per share. This trade did not impact their existing holding. For the year to December 2019, Timothy's total compensation was 9% salary and 91% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Timothy's direct individual holding has increased from 6.84k shares to 126.61k. Company insiders have collectively sold US$8.5m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Feb 20Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: US$5.66 (up from US$5.26 in FY 2024). Revenue: US$16.9b (up 11% from FY 2024). Net income: US$2.02b (up 11% from FY 2024). Profit margin: 12% (in line with FY 2024). Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Upcoming Dividend • Feb 13Upcoming dividend of US$0.89 per shareEligible shareholders must have bought the stock before 18 February 2026. Payment date: 16 March 2026. Payout ratio is a comfortable 59% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of American dividend payers (4.2%). In line with average of industry peers (3.2%).분석 기사 • Jan 31Consolidated Edison (NYSE:ED) Will Pay A Larger Dividend Than Last Year At $0.8875Consolidated Edison, Inc. ( NYSE:ED ) will increase its dividend from last year's comparable payment on the 16th of...Declared Dividend • Jan 30Third quarter dividend increased to US$0.89Dividend of US$0.89 is 4.4% higher than last year. Ex-date: 18th February 2026 Payment date: 16th March 2026 Dividend yield will be 3.2%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (59% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공지 • Jan 28Consolidated Edison, Inc. Declares Quarterly Common Stock Dividend, Payable on March 16, 2026Consolidated Edison, Inc. declared a quarterly dividend of 88.75 cents a share on its common stock, payable March 16, 2026 to stockholders of record as of February 18, 2026, an annualized increase of 15 cents over the previous annualized dividend of $3.40 a share.공지 • Jan 16Consolidated Edison, Inc. to Report Fiscal Year 2025 Results on Feb 19, 2026Consolidated Edison, Inc. announced that they will report fiscal year 2025 results After-Market on Feb 19, 2026Recent Insider Transactions Derivative • Jan 07Chairman exercised options and sold US$1.1m worth of stockOn the 31st of December, Timothy Cawley exercised options to acquire 11k shares at no cost and sold these for an average price of US$99.89 per share. This trade did not impact their existing holding. For the year to December 2019, Timothy's total compensation was 9% salary and 91% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Timothy's direct individual holding has increased from 6.84k shares to 126.61k. Company insiders have collectively sold US$10m more than they bought, via options and on-market transactions in the last 12 months.분석 기사 • Jan 07A 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...Upcoming Dividend • Nov 12Upcoming dividend of US$0.85 per shareEligible shareholders must have bought the stock before 19 November 2025. Payment date: 15 December 2025. Payout ratio is a comfortable 59% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of American dividend payers (4.5%). In line with average of industry peers (3.2%).Reported Earnings • Nov 07Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$1.91 (up from US$1.70 in 3Q 2024). Revenue: US$4.53b (up 11% from 3Q 2024). Net income: US$688.0m (up 17% from 3Q 2024). Profit margin: 15% (in line with 3Q 2024). Revenue exceeded analyst estimates by 7.3%. Earnings per share (EPS) also surpassed analyst estimates by 8.8%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 3% per year.공지 • Oct 22Consolidated Edison, Inc. to Report Q3, 2025 Results on Nov 06, 2025Consolidated Edison, Inc. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025공지 • Oct 17Consolidated Edison, Inc. Declares Common Stock Dividend, Payable on December 15, 2025Consolidated Edison, Inc. declared a quarterly dividend of 85 cents a share on its common stock, payable December 15, 2025 to stockholders of record as of November 19, 2025.분석 기사 • Sep 04Consolidated Edison (NYSE:ED) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Aug 08Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$0.68 (up from US$0.58 in 2Q 2024). Revenue: US$3.60b (up 12% from 2Q 2024). Net income: US$246.0m (up 22% from 2Q 2024). Profit margin: 6.8% (up from 6.3% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) also surpassed analyst estimates by 1.2%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 2% per year.공지 • Aug 07Consolidated Edison, Inc. Elects Brendan Cavanagh to Board of Director, Safety, Environment, Operations and Sustainability Committees and the Audit Committees, Effective October 1, 2025Consolidated Edison, Inc. announced that its Board of Directors elected Brendan Cavanagh to Con Edison's Board of Directors, effective October 1, 2025. Mr. Cavanagh was appointed to the Safety, Environment, Operations and Sustainability Committees and the Audit Committees of the Boards, effective October 1, 2025. Mr. Cavanagh is currently the President and Chief Executive Officer of SBA Communications Corporation . Mr. Cavanagh is an experienced executive with broad financial expertise. He has been in his current role since January 2024, and has overseen a significant expansion of SBA's assets. Prior to becoming CEO, Mr. Cavanagh served as Chief Financial Officer of SBA for 15 years. During his 27-year career at SBA, he also served in other senior leadership roles, including Vice President and Chief Accounting Officer and Vice President of Site Administration. Prior to joining SBA, he worked for Arthur Andersen in the audit and assurance practice. Mr. Cavanagh holds a bachelor's degree in accounting from Wake Forest University, and a master's in business administration from Florida Atlantic University.Upcoming Dividend • Aug 06Upcoming dividend of US$0.85 per shareEligible shareholders must have bought the stock before 13 August 2025. Payment date: 15 September 2025. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of American dividend payers (4.6%). In line with average of industry peers (3.3%).Declared Dividend • Jul 21First quarter dividend of US$0.85 announcedShareholders will receive a dividend of US$0.85. Ex-date: 13th August 2025 Payment date: 15th September 2025 Dividend yield will be 3.3%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (61% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공지 • Jul 18Con Edison Declares Common Stock Dividend, Payable on September 15, 2025Consolidated Edison, Inc. declared a quarterly dividend of 85 cents a share on its common stock, payable September 15, 2025 to stockholders of record as of August 13, 2025.분석 기사 • Jul 15Estimating 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...공지 • Jul 11Consolidated Edison, Inc. to Report Q2, 2025 Results on Aug 07, 2025Consolidated Edison, Inc. announced that they will report Q2, 2025 results After-Market on Aug 07, 2025분석 기사 • Jun 30Consolidated Edison, Inc.'s (NYSE:ED) Price Is Out Of Tune With EarningsIt's not a stretch to say that Consolidated Edison, Inc.'s ( NYSE:ED ) price-to-earnings (or "P/E") ratio of 18.7x...분석 기사 • May 31The Returns At Consolidated Edison (NYSE:ED) Aren't GrowingIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Upcoming Dividend • May 07Upcoming dividend of US$0.85 per shareEligible shareholders must have bought the stock before 14 May 2025. Payment date: 16 June 2025. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of American dividend payers (4.9%). In line with average of industry peers (3.4%).Reported Earnings • May 02First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$2.26 (up from US$2.08 in 1Q 2024). Revenue: US$4.80b (up 12% from 1Q 2024). Net income: US$791.0m (up 9.9% from 1Q 2024). Profit margin: 17% (in line with 1Q 2024). Revenue exceeded analyst estimates by 7.8%. Earnings per share (EPS) also surpassed analyst estimates by 2.5%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 5% per year.Declared Dividend • Apr 21Fourth quarter dividend of US$0.85 announcedShareholders will receive a dividend of US$0.85. Ex-date: 14th May 2025 Payment date: 16th June 2025 Dividend yield will be 3.0%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (63% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공지 • Apr 18Consolidated Edison, Inc. Declares Quarterly Dividend, Payable on June 16, 2025Consolidated Edison, Inc. (Con Edison) declared a quarterly dividend of 85 cents a share on its common stock, payable June 16, 2025 to stockholders of record as of May 14, 2025.Seeking Alpha • Apr 15Consolidated Edison Keeps The Lights On While Investors Sleep Well At NightSummary 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 Alpha공지 • Apr 12Consolidated Edison, Inc., Annual General Meeting, May 19, 2025Consolidated Edison, Inc., Annual General Meeting, May 19, 2025.공지 • Apr 10Consolidated Edison, Inc. to Report Q1, 2025 Results on May 01, 2025Consolidated Edison, Inc. announced that they will report Q1, 2025 results After-Market on May 01, 2025공지 • Mar 06Consolidated Edison, Inc. has completed a Follow-on Equity Offering in the amount of $631.3293 million.Consolidated Edison, Inc. has completed a Follow-on Equity Offering in the amount of $631.3293 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 6,300,000 Price\Range: $100.211공지 • Mar 05Consolidated Edison, Inc. has filed a Follow-on Equity Offering.Consolidated Edison, Inc. has filed a Follow-on Equity Offering. Security Name: Common Shares Security Type: Common Stock Securities Offered: 6,300,000Recent Insider Transactions Derivative • Feb 24Chairman exercised options and sold US$5.7m worth of stockOn the 19th of February, Timothy Cawley exercised options to acquire 60k shares at no cost and sold these for an average price of US$95.76 per share. This trade did not impact their existing holding. For the year to December 2018, Timothy's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Timothy's direct individual holding has increased from 86.42k shares to 111.57k. Company insiders have collectively sold US$8.8m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Feb 21Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$5.26 (down from US$7.25 in FY 2023). Revenue: US$15.3b (up 4.0% from FY 2023). Net income: US$1.82b (down 28% from FY 2023). Profit margin: 12% (down from 17% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.3%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.Upcoming Dividend • Feb 12Upcoming dividend of US$0.85 per shareEligible shareholders must have bought the stock before 19 February 2025. Payment date: 14 March 2025. Payout ratio is a comfortable 62% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of American dividend payers (4.5%). In line with average of industry peers (3.5%).Declared Dividend • Jan 20Third quarter dividend increased to US$0.85Dividend of US$0.85 is 2.4% higher than last year. Ex-date: 19th February 2025 Payment date: 14th March 2025 Dividend yield will be 3.6%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (62% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 2.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공지 • Jan 17+ 1 more updateConsolidated Edison, Inc. to Report Fiscal Year 2024 Results on Feb 20, 2025Consolidated Edison, Inc. announced that they will report fiscal year 2024 results on Feb 20, 2025공지 • Dec 05Consolidated Edison, Inc. has completed a Follow-on Equity Offering in the amount of $676.62 million.Consolidated Edison, Inc. has completed a Follow-on Equity Offering in the amount of $676.62 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 7,000,000 Price\Range: $96.66공지 • Dec 04+ 1 more updateConsolidated Edison, Inc. has filed a Follow-on Equity Offering.Consolidated Edison, Inc. has filed a Follow-on Equity Offering. Security Name: Common Shares Security Type: Common Stock Securities Offered: 7,000,000Seeking Alpha • Nov 13Consolidated Edison: Potential High-Single-Digit Returns With Low RiskSummary 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 AlphaReported Earnings • Nov 08Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: US$1.70 (up from US$1.53 in 3Q 2023). Revenue: US$4.09b (up 5.7% from 3Q 2023). Net income: US$588.0m (up 12% from 3Q 2023). Profit margin: 14% (in line with 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Nov 06Upcoming dividend of US$0.83 per shareEligible shareholders must have bought the stock before 13 November 2024. Payment date: 16 December 2024. Payout ratio is a comfortable 64% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of American dividend payers (4.5%). In line with average of industry peers (3.5%).공지 • Oct 24Consolidated Edison, Inc. to Report Q3, 2024 Results on Nov 07, 2024Consolidated Edison, Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024Declared Dividend • Oct 21Second quarter dividend of US$0.83 announcedShareholders will receive a dividend of US$0.83. Ex-date: 13th November 2024 Payment date: 16th December 2024 Dividend yield will be 3.1%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (64% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 2.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공지 • Oct 18Consolidated Edison, Inc. Declares Quarterly Common Stock Dividend, Payable on December 16, 2024Consolidated Edison, Inc. declared a quarterly dividend of 83 cents a share on its common stock, payable December 16, 2024 to stockholders of record as of November 13, 2024.Seeking Alpha • Oct 11Consolidated Edison: New York City Isn't Going AnywhereSummary 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 AlphaUpcoming Dividend • Aug 07Upcoming dividend of US$0.83 per shareEligible shareholders must have bought the stock before 14 August 2024. Payment date: 16 September 2024. Payout ratio is a comfortable 64% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (3.7%).Reported Earnings • Aug 02Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: US$0.58 (down from US$0.65 in 2Q 2023). Revenue: US$3.22b (up 9.4% from 2Q 2023). Net income: US$202.0m (down 11% from 2Q 2023). Profit margin: 6.3% (down from 7.7% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 5.2%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Seeking Alpha • Jul 28Why Consolidated Edison Is Expensive For What It OffersSummary 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 AlphaDeclared Dividend • Jul 22First quarter dividend of US$0.83 announcedShareholders will receive a dividend of US$0.83. Ex-date: 14th August 2024 Payment date: 16th September 2024 Dividend yield will be 3.5%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (62% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공지 • Jul 19Consolidated Edison, Inc. Declares Quarterly Dividend, Payable on September 16, 2024Consolidated Edison, Inc. (Con Edison) declared a quarterly dividend of 83 cents a share on its common stock, payable September 16, 2024 to stockholders of record as of August 14, 2024.공지 • Jul 12Consolidated Edison, Inc. to Report Q2, 2024 Results on Aug 01, 2024Consolidated Edison, Inc. announced that they will report Q2, 2024 results After-Market on Aug 01, 2024공지 • Jun 13+ 1 more updateConsolidated Edison, Inc. and Consolidated Edison Company of New York, Inc. Appoints Kirkland B Andrews as Executive Vice PresidentConsolidated Edison, Inc. and Consolidated Edison Company of New York, Inc. has named Kirkland B Andrews as its new executive vice president. Andrews is to report to the company's chairman and chief executive officer, Tim Cawley. Andrews has extensive finance experience, which includes 13 years serving in CFO roles at public utilities. He works on the board of directors for RPM International Inc. He has earlier worked as executive vice president and chief financial officer at NRG Energy, Inc, and as managing director at Deutsche Bank Securities and Citigroup Global Markets.Seeking Alpha • May 13Consolidated Edison: Below-Sector EPS Growth, Mixed Momentum TrendsSummary 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 AlphaUpcoming Dividend • May 10Upcoming dividend of US$0.83 per shareEligible shareholders must have bought the stock before 14 May 2024. Payment date: 14 June 2024. Payout ratio is a comfortable 62% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of American dividend payers (4.6%). In line with average of industry peers (3.7%).Reported Earnings • May 03First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: US$2.08 (down from US$4.06 in 1Q 2023). Revenue: US$4.28b (down 2.8% from 1Q 2023). Net income: US$720.0m (down 50% from 1Q 2023). Profit margin: 17% (down from 33% in 1Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) also missed analyst estimates by 10%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Declared Dividend • Apr 22Fourth quarter dividend of US$0.83 announcedShareholders will receive a dividend of US$0.83. Ex-date: 14th May 2024 Payment date: 14th June 2024 Dividend yield will be 3.6%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (45% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 5.1% over the next 3 years. However, it would need to fall by 50% to increase the payout ratio to a potentially unsustainable range.공지 • Apr 19Consolidated Edison, Inc. Declares Quarterly Dividend, Payable June 14, 2024Consolidated Edison, Inc. declared a quarterly dividend of 83 cents a share on its common stock, payable June 14, 2024 to stockholders of record as of May 15,2024.공지 • Apr 12Consolidated Edison, Inc. to Report Q1, 2024 Results on May 02, 2024Consolidated Edison, Inc. announced that they will report Q1, 2024 results After-Market on May 02, 2024공지 • Apr 11Consolidated Edison, Inc., Annual General Meeting, May 20, 2024Consolidated Edison, Inc., Annual General Meeting, May 20, 2024, at 10:00 US Eastern Standard Time. Agenda: To elect as the members of the Board of Directors the twelve nominees named in the Proxy Statement; to ratify the appointment of PricewaterhouseCoopers LLP as independent accountants for 2024; to approve, on an advisory basis, named executive officer compensation; to approve the Company’s Stock Purchase Plan; and to transact such other business as may properly come before the meeting, or any adjournment or postponement of the meeting.Seeking Alpha • Feb 27Consolidated Edison: Dividends Keep Growing But At A Minimal RateSummary 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 AlphaRecent Insider Transactions Derivative • Feb 16Chairman exercised options and sold US$5.7m worth of stockOn the 14th of February, Timothy Cawley exercised options to acquire 66k shares at no cost and sold these for an average price of US$86.67 per share. This trade did not impact their existing holding. For the year to December 2017, Timothy's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Timothy's direct individual holding has increased from 19.48k shares to 20.25k. Company insiders have collectively sold US$15m more than they bought, via options and on-market transactions in the last 12 months.Upcoming Dividend • Feb 06Upcoming dividend of US$0.83 per share at 3.6% yieldEligible shareholders must have bought the stock before 13 February 2024. Payment date: 15 March 2024. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (4.1%).Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 6 highly experienced directors. Independent Director Karol Mason was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공지 • Jan 19Consolidated Edison, Inc. Declares Quarterly Dividend, Payable on March 15, 2024Consolidated Edison, Inc. (Con Edison) declared a quarterly dividend of 83 cents a share on its common stock, payable March 15, 2024 to stockholders of record as of February 14, 2024, an annualized increase of 8 cents over the previous annualized dividend of $3.24 a share.공지 • Jan 17Consolidated Edison, Inc. to Report Q4, 2023 Results on Feb 15, 2024Consolidated Edison, Inc. announced that they will report Q4, 2023 results After-Market on Feb 15, 2024이익 및 매출 성장 예측NYSE:ED - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202819,0872,633-1085,5321112/31/202718,2652,420-2195,1901312/31/202617,3172,236-6164,923123/31/202617,2152,156-6454,137N/A12/31/202516,9182,023364,800N/A9/30/202516,5932,036-684,630N/A6/30/202516,1541,936-2784,518N/A3/31/202515,7791,891-8113,878N/A12/31/202415,2561,820-1,1573,614N/A9/30/202415,0311,844-1,5103,279N/A6/30/202414,8111,783-1,7492,904N/A3/31/202414,5351,806-1,9042,637N/A12/31/202314,6632,519-2,3382,156N/A9/30/202315,2502,375-1,8062,498N/A6/30/202315,5422,461-1,3023,142N/A3/31/202316,0132,491-9323,554N/A12/31/202215,6701,660-2333,935N/A9/30/202215,0541,694-4443,639N/A6/30/202214,5031,619-6203,297N/A3/31/202214,0591,529-9242,917N/A12/31/202113,6761,346-1,2202,733N/A9/30/202113,2211,165-1,6122,542N/A6/30/202112,9411,120-1,7512,411N/A3/31/202112,6891,145-1,9702,075N/A12/31/202012,2461,101-1,7382,198N/A9/30/202012,2371,353-1,2132,542N/A6/30/202012,2691,332-9332,776N/A3/31/202012,2941,294-6553,082N/A12/31/201912,5741,343N/A3,134N/A9/30/201912,5721,379N/A3,055N/A6/30/201912,5351,342N/A3,193N/A3/31/201912,4871,378N/A3,016N/A12/31/201812,3371,382N/A2,695N/A9/30/201812,3491,556N/A2,740N/A6/30/201812,2321,578N/A2,833N/A3/31/201812,1691,565N/A3,062N/A12/31/201712,0331,525N/A3,367N/A9/30/201711,7791,226N/A3,350N/A6/30/201711,9861,266N/A3,402N/A3/31/201712,1471,323N/A3,383N/A12/31/201612,0751,245N/A3,459N/A9/30/201612,0751,215N/A3,414N/A6/30/201612,1001,146N/A3,422N/A3/31/201612,0941,133N/A3,242N/A12/31/201512,5541,193N/A3,277N/A9/30/201512,6751,099N/A3,279N/A6/30/201512,6231,107N/A3,060N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: ED 의 연간 예상 수익 증가율(8%)이 saving rate(3.5%)보다 높습니다.수익 vs 시장: ED 의 연간 수익(8%)이 US 시장(16.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: ED 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: ED 의 수익(연간 4.1%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: ED 의 수익(연간 4.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: ED의 자본 수익률은 3년 후 9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YUtilities 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/11 01:07종가2026/05/11 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Consolidated Edison, Inc.는 24명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jacob KilsteinArgus Research CompanyNicholas CampanellaBarclaysDaniel FordBarclays21명의 분석가 더 보기
Reported Earnings • 18hFirst quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$2.55 (up from US$2.26 in 1Q 2025). Revenue: US$5.10b (up 6.2% from 1Q 2025). Net income: US$924.0m (up 17% from 1Q 2025). Profit margin: 18% (up from 17% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
실시간 뉴스 • May 10Consolidated Edison Posts Q1 Revenue Growth and Equity Program as Adjusted EPS Misses EstimatesQ1 2026 revenue was US$5.1b, up 6.2% year over year, while adjusted EPS of US$2.17 was below the US$2.32 analyst consensus. GAAP net income reached US$924 million, or US$2.55 per share, helped by a US$357.5 million gain from the sale of Con Edison’s roughly 6.6% interest in Mountain Valley Pipeline, LLC. The company launched a US$2b at-the-market equity program intended to fund capital needs, support subsidiaries and general corporate purposes. For you as an investor, the picture is mixed. Operationally, revenue across both the CECONY and O&R units came in ahead of expectations, which points to steady performance in the regulated utility businesses. At the same time, adjusted EPS missed consensus, and a meaningful portion of GAAP earnings this quarter came from the one-off gain on the Mountain Valley Pipeline sale rather than ongoing operations. Management kept its full-year 2026 adjusted EPS guidance in a range of US$6.00 to US$6.20, so the company is signaling no change to its current planning assumptions. The new US$2b at-the-market equity program gives Con Edison flexibility to raise capital over time instead of in one large issuance. For existing shareholders, that can mean gradual share dilution as stock is sold into the market, but the stated use of proceeds is tied to funding capital requirements, investing in subsidiaries, and maintaining the balance sheet. For a regulated utility, that kind of ongoing access to equity capital often sits alongside debt financing and can be an important tool to support grid investments, electrification projects, and resilience upgrades that regulators expect.
공지 • May 10Consolidated Edison, Inc. has filed a Follow-on Equity Offering in the amount of $2 billion.Consolidated Edison, Inc. has filed a Follow-on Equity Offering in the amount of $2 billion. Security Name: Common Shares Security Type: Common Stock Transaction Features: At the Market Offering
Upcoming Dividend • May 06Upcoming dividend of US$0.89 per shareEligible shareholders must have bought the stock before 13 May 2026. Payment date: 15 June 2026. Payout ratio is a comfortable 60% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Lower than top quartile of American dividend payers (4.2%). In line with average of industry peers (3.2%).
Declared Dividend • Apr 20Fourth quarter dividend of US$0.89 announcedShareholders will receive a dividend of US$0.89. Ex-date: 13th May 2026 Payment date: 15th June 2026 Dividend yield will be 3.2%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (60% earnings payout ratio) but not covered by cash flows (dividend approximately 36x free cash flows). The dividend has increased by an average of 3.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공지 • Apr 17Consolidated Edison, Inc. Declares Common Stock Dividend, Payable on June 15, 2026Consolidated Edison, Inc. declared a quarterly dividend of 88.75 cents a share on its common stock, payable June 15, 2026 to stockholders of record as of May 13, 2026.
공지 • Apr 09+ 1 more updateConsolidated Edison, Inc., Annual General Meeting, May 18, 2026Consolidated Edison, Inc., Annual General Meeting, May 18, 2026.
Seeking Alpha • Mar 26Consolidated Edison: A Defensive Allocation, But Return Expectations Remain ModerateSummary 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
New Risk • Mar 10New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$1.1m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (dividend per share is over 35x cash flows per share). Significant insider selling over the past 3 months (US$1.1m sold).
공지 • Feb 25+ 1 more updateConsolidated Edison, Inc. has completed a Follow-on Equity Offering in the amount of $775.67 million.Consolidated Edison, Inc. has completed a Follow-on Equity Offering in the amount of $775.67 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 7,000,000 Price\Range: $110.81 Discount Per Security: $0
Recent Insider Transactions Derivative • Feb 23Chairman exercised options and sold US$3.8m worth of stockOn the 18th of February, Timothy Cawley exercised options to acquire 34k shares at no cost and sold these for an average price of US$114 per share. This trade did not impact their existing holding. For the year to December 2019, Timothy's total compensation was 9% salary and 91% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Timothy's direct individual holding has increased from 6.84k shares to 126.61k. Company insiders have collectively sold US$8.5m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Feb 20Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: US$5.66 (up from US$5.26 in FY 2024). Revenue: US$16.9b (up 11% from FY 2024). Net income: US$2.02b (up 11% from FY 2024). Profit margin: 12% (in line with FY 2024). Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Upcoming Dividend • Feb 13Upcoming dividend of US$0.89 per shareEligible shareholders must have bought the stock before 18 February 2026. Payment date: 16 March 2026. Payout ratio is a comfortable 59% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of American dividend payers (4.2%). In line with average of industry peers (3.2%).
분석 기사 • Jan 31Consolidated Edison (NYSE:ED) Will Pay A Larger Dividend Than Last Year At $0.8875Consolidated Edison, Inc. ( NYSE:ED ) will increase its dividend from last year's comparable payment on the 16th of...
Declared Dividend • Jan 30Third quarter dividend increased to US$0.89Dividend of US$0.89 is 4.4% higher than last year. Ex-date: 18th February 2026 Payment date: 16th March 2026 Dividend yield will be 3.2%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (59% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공지 • Jan 28Consolidated Edison, Inc. Declares Quarterly Common Stock Dividend, Payable on March 16, 2026Consolidated Edison, Inc. declared a quarterly dividend of 88.75 cents a share on its common stock, payable March 16, 2026 to stockholders of record as of February 18, 2026, an annualized increase of 15 cents over the previous annualized dividend of $3.40 a share.
공지 • Jan 16Consolidated Edison, Inc. to Report Fiscal Year 2025 Results on Feb 19, 2026Consolidated Edison, Inc. announced that they will report fiscal year 2025 results After-Market on Feb 19, 2026
Recent Insider Transactions Derivative • Jan 07Chairman exercised options and sold US$1.1m worth of stockOn the 31st of December, Timothy Cawley exercised options to acquire 11k shares at no cost and sold these for an average price of US$99.89 per share. This trade did not impact their existing holding. For the year to December 2019, Timothy's total compensation was 9% salary and 91% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Timothy's direct individual holding has increased from 6.84k shares to 126.61k. Company insiders have collectively sold US$10m more than they bought, via options and on-market transactions in the last 12 months.
분석 기사 • Jan 07A 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...
Upcoming Dividend • Nov 12Upcoming dividend of US$0.85 per shareEligible shareholders must have bought the stock before 19 November 2025. Payment date: 15 December 2025. Payout ratio is a comfortable 59% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of American dividend payers (4.5%). In line with average of industry peers (3.2%).
Reported Earnings • Nov 07Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$1.91 (up from US$1.70 in 3Q 2024). Revenue: US$4.53b (up 11% from 3Q 2024). Net income: US$688.0m (up 17% from 3Q 2024). Profit margin: 15% (in line with 3Q 2024). Revenue exceeded analyst estimates by 7.3%. Earnings per share (EPS) also surpassed analyst estimates by 8.8%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 3% per year.
공지 • Oct 22Consolidated Edison, Inc. to Report Q3, 2025 Results on Nov 06, 2025Consolidated Edison, Inc. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025
공지 • Oct 17Consolidated Edison, Inc. Declares Common Stock Dividend, Payable on December 15, 2025Consolidated Edison, Inc. declared a quarterly dividend of 85 cents a share on its common stock, payable December 15, 2025 to stockholders of record as of November 19, 2025.
분석 기사 • Sep 04Consolidated Edison (NYSE:ED) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Aug 08Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$0.68 (up from US$0.58 in 2Q 2024). Revenue: US$3.60b (up 12% from 2Q 2024). Net income: US$246.0m (up 22% from 2Q 2024). Profit margin: 6.8% (up from 6.3% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) also surpassed analyst estimates by 1.2%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 2% per year.
공지 • Aug 07Consolidated Edison, Inc. Elects Brendan Cavanagh to Board of Director, Safety, Environment, Operations and Sustainability Committees and the Audit Committees, Effective October 1, 2025Consolidated Edison, Inc. announced that its Board of Directors elected Brendan Cavanagh to Con Edison's Board of Directors, effective October 1, 2025. Mr. Cavanagh was appointed to the Safety, Environment, Operations and Sustainability Committees and the Audit Committees of the Boards, effective October 1, 2025. Mr. Cavanagh is currently the President and Chief Executive Officer of SBA Communications Corporation . Mr. Cavanagh is an experienced executive with broad financial expertise. He has been in his current role since January 2024, and has overseen a significant expansion of SBA's assets. Prior to becoming CEO, Mr. Cavanagh served as Chief Financial Officer of SBA for 15 years. During his 27-year career at SBA, he also served in other senior leadership roles, including Vice President and Chief Accounting Officer and Vice President of Site Administration. Prior to joining SBA, he worked for Arthur Andersen in the audit and assurance practice. Mr. Cavanagh holds a bachelor's degree in accounting from Wake Forest University, and a master's in business administration from Florida Atlantic University.
Upcoming Dividend • Aug 06Upcoming dividend of US$0.85 per shareEligible shareholders must have bought the stock before 13 August 2025. Payment date: 15 September 2025. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of American dividend payers (4.6%). In line with average of industry peers (3.3%).
Declared Dividend • Jul 21First quarter dividend of US$0.85 announcedShareholders will receive a dividend of US$0.85. Ex-date: 13th August 2025 Payment date: 15th September 2025 Dividend yield will be 3.3%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (61% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공지 • Jul 18Con Edison Declares Common Stock Dividend, Payable on September 15, 2025Consolidated Edison, Inc. declared a quarterly dividend of 85 cents a share on its common stock, payable September 15, 2025 to stockholders of record as of August 13, 2025.
분석 기사 • Jul 15Estimating 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...
공지 • Jul 11Consolidated Edison, Inc. to Report Q2, 2025 Results on Aug 07, 2025Consolidated Edison, Inc. announced that they will report Q2, 2025 results After-Market on Aug 07, 2025
분석 기사 • Jun 30Consolidated Edison, Inc.'s (NYSE:ED) Price Is Out Of Tune With EarningsIt's not a stretch to say that Consolidated Edison, Inc.'s ( NYSE:ED ) price-to-earnings (or "P/E") ratio of 18.7x...
분석 기사 • May 31The Returns At Consolidated Edison (NYSE:ED) Aren't GrowingIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Upcoming Dividend • May 07Upcoming dividend of US$0.85 per shareEligible shareholders must have bought the stock before 14 May 2025. Payment date: 16 June 2025. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of American dividend payers (4.9%). In line with average of industry peers (3.4%).
Reported Earnings • May 02First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$2.26 (up from US$2.08 in 1Q 2024). Revenue: US$4.80b (up 12% from 1Q 2024). Net income: US$791.0m (up 9.9% from 1Q 2024). Profit margin: 17% (in line with 1Q 2024). Revenue exceeded analyst estimates by 7.8%. Earnings per share (EPS) also surpassed analyst estimates by 2.5%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 5% per year.
Declared Dividend • Apr 21Fourth quarter dividend of US$0.85 announcedShareholders will receive a dividend of US$0.85. Ex-date: 14th May 2025 Payment date: 16th June 2025 Dividend yield will be 3.0%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (63% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공지 • Apr 18Consolidated Edison, Inc. Declares Quarterly Dividend, Payable on June 16, 2025Consolidated Edison, Inc. (Con Edison) declared a quarterly dividend of 85 cents a share on its common stock, payable June 16, 2025 to stockholders of record as of May 14, 2025.
Seeking Alpha • Apr 15Consolidated Edison Keeps The Lights On While Investors Sleep Well At NightSummary 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
공지 • Apr 12Consolidated Edison, Inc., Annual General Meeting, May 19, 2025Consolidated Edison, Inc., Annual General Meeting, May 19, 2025.
공지 • Apr 10Consolidated Edison, Inc. to Report Q1, 2025 Results on May 01, 2025Consolidated Edison, Inc. announced that they will report Q1, 2025 results After-Market on May 01, 2025
공지 • Mar 06Consolidated Edison, Inc. has completed a Follow-on Equity Offering in the amount of $631.3293 million.Consolidated Edison, Inc. has completed a Follow-on Equity Offering in the amount of $631.3293 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 6,300,000 Price\Range: $100.211
공지 • Mar 05Consolidated Edison, Inc. has filed a Follow-on Equity Offering.Consolidated Edison, Inc. has filed a Follow-on Equity Offering. Security Name: Common Shares Security Type: Common Stock Securities Offered: 6,300,000
Recent Insider Transactions Derivative • Feb 24Chairman exercised options and sold US$5.7m worth of stockOn the 19th of February, Timothy Cawley exercised options to acquire 60k shares at no cost and sold these for an average price of US$95.76 per share. This trade did not impact their existing holding. For the year to December 2018, Timothy's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Timothy's direct individual holding has increased from 86.42k shares to 111.57k. Company insiders have collectively sold US$8.8m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Feb 21Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$5.26 (down from US$7.25 in FY 2023). Revenue: US$15.3b (up 4.0% from FY 2023). Net income: US$1.82b (down 28% from FY 2023). Profit margin: 12% (down from 17% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.3%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.
Upcoming Dividend • Feb 12Upcoming dividend of US$0.85 per shareEligible shareholders must have bought the stock before 19 February 2025. Payment date: 14 March 2025. Payout ratio is a comfortable 62% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of American dividend payers (4.5%). In line with average of industry peers (3.5%).
Declared Dividend • Jan 20Third quarter dividend increased to US$0.85Dividend of US$0.85 is 2.4% higher than last year. Ex-date: 19th February 2025 Payment date: 14th March 2025 Dividend yield will be 3.6%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (62% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 2.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공지 • Jan 17+ 1 more updateConsolidated Edison, Inc. to Report Fiscal Year 2024 Results on Feb 20, 2025Consolidated Edison, Inc. announced that they will report fiscal year 2024 results on Feb 20, 2025
공지 • Dec 05Consolidated Edison, Inc. has completed a Follow-on Equity Offering in the amount of $676.62 million.Consolidated Edison, Inc. has completed a Follow-on Equity Offering in the amount of $676.62 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 7,000,000 Price\Range: $96.66
공지 • Dec 04+ 1 more updateConsolidated Edison, Inc. has filed a Follow-on Equity Offering.Consolidated Edison, Inc. has filed a Follow-on Equity Offering. Security Name: Common Shares Security Type: Common Stock Securities Offered: 7,000,000
Seeking Alpha • Nov 13Consolidated Edison: Potential High-Single-Digit Returns With Low RiskSummary 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
Reported Earnings • Nov 08Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: US$1.70 (up from US$1.53 in 3Q 2023). Revenue: US$4.09b (up 5.7% from 3Q 2023). Net income: US$588.0m (up 12% from 3Q 2023). Profit margin: 14% (in line with 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Nov 06Upcoming dividend of US$0.83 per shareEligible shareholders must have bought the stock before 13 November 2024. Payment date: 16 December 2024. Payout ratio is a comfortable 64% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of American dividend payers (4.5%). In line with average of industry peers (3.5%).
공지 • Oct 24Consolidated Edison, Inc. to Report Q3, 2024 Results on Nov 07, 2024Consolidated Edison, Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024
Declared Dividend • Oct 21Second quarter dividend of US$0.83 announcedShareholders will receive a dividend of US$0.83. Ex-date: 13th November 2024 Payment date: 16th December 2024 Dividend yield will be 3.1%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (64% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 2.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공지 • Oct 18Consolidated Edison, Inc. Declares Quarterly Common Stock Dividend, Payable on December 16, 2024Consolidated Edison, Inc. declared a quarterly dividend of 83 cents a share on its common stock, payable December 16, 2024 to stockholders of record as of November 13, 2024.
Seeking Alpha • Oct 11Consolidated Edison: New York City Isn't Going AnywhereSummary 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
Upcoming Dividend • Aug 07Upcoming dividend of US$0.83 per shareEligible shareholders must have bought the stock before 14 August 2024. Payment date: 16 September 2024. Payout ratio is a comfortable 64% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (3.7%).
Reported Earnings • Aug 02Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: US$0.58 (down from US$0.65 in 2Q 2023). Revenue: US$3.22b (up 9.4% from 2Q 2023). Net income: US$202.0m (down 11% from 2Q 2023). Profit margin: 6.3% (down from 7.7% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 5.2%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Seeking Alpha • Jul 28Why Consolidated Edison Is Expensive For What It OffersSummary 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
Declared Dividend • Jul 22First quarter dividend of US$0.83 announcedShareholders will receive a dividend of US$0.83. Ex-date: 14th August 2024 Payment date: 16th September 2024 Dividend yield will be 3.5%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (62% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공지 • Jul 19Consolidated Edison, Inc. Declares Quarterly Dividend, Payable on September 16, 2024Consolidated Edison, Inc. (Con Edison) declared a quarterly dividend of 83 cents a share on its common stock, payable September 16, 2024 to stockholders of record as of August 14, 2024.
공지 • Jul 12Consolidated Edison, Inc. to Report Q2, 2024 Results on Aug 01, 2024Consolidated Edison, Inc. announced that they will report Q2, 2024 results After-Market on Aug 01, 2024
공지 • Jun 13+ 1 more updateConsolidated Edison, Inc. and Consolidated Edison Company of New York, Inc. Appoints Kirkland B Andrews as Executive Vice PresidentConsolidated Edison, Inc. and Consolidated Edison Company of New York, Inc. has named Kirkland B Andrews as its new executive vice president. Andrews is to report to the company's chairman and chief executive officer, Tim Cawley. Andrews has extensive finance experience, which includes 13 years serving in CFO roles at public utilities. He works on the board of directors for RPM International Inc. He has earlier worked as executive vice president and chief financial officer at NRG Energy, Inc, and as managing director at Deutsche Bank Securities and Citigroup Global Markets.
Seeking Alpha • May 13Consolidated Edison: Below-Sector EPS Growth, Mixed Momentum TrendsSummary 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
Upcoming Dividend • May 10Upcoming dividend of US$0.83 per shareEligible shareholders must have bought the stock before 14 May 2024. Payment date: 14 June 2024. Payout ratio is a comfortable 62% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of American dividend payers (4.6%). In line with average of industry peers (3.7%).
Reported Earnings • May 03First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: US$2.08 (down from US$4.06 in 1Q 2023). Revenue: US$4.28b (down 2.8% from 1Q 2023). Net income: US$720.0m (down 50% from 1Q 2023). Profit margin: 17% (down from 33% in 1Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) also missed analyst estimates by 10%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Apr 22Fourth quarter dividend of US$0.83 announcedShareholders will receive a dividend of US$0.83. Ex-date: 14th May 2024 Payment date: 14th June 2024 Dividend yield will be 3.6%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (45% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 5.1% over the next 3 years. However, it would need to fall by 50% to increase the payout ratio to a potentially unsustainable range.
공지 • Apr 19Consolidated Edison, Inc. Declares Quarterly Dividend, Payable June 14, 2024Consolidated Edison, Inc. declared a quarterly dividend of 83 cents a share on its common stock, payable June 14, 2024 to stockholders of record as of May 15,2024.
공지 • Apr 12Consolidated Edison, Inc. to Report Q1, 2024 Results on May 02, 2024Consolidated Edison, Inc. announced that they will report Q1, 2024 results After-Market on May 02, 2024
공지 • Apr 11Consolidated Edison, Inc., Annual General Meeting, May 20, 2024Consolidated Edison, Inc., Annual General Meeting, May 20, 2024, at 10:00 US Eastern Standard Time. Agenda: To elect as the members of the Board of Directors the twelve nominees named in the Proxy Statement; to ratify the appointment of PricewaterhouseCoopers LLP as independent accountants for 2024; to approve, on an advisory basis, named executive officer compensation; to approve the Company’s Stock Purchase Plan; and to transact such other business as may properly come before the meeting, or any adjournment or postponement of the meeting.
Seeking Alpha • Feb 27Consolidated Edison: Dividends Keep Growing But At A Minimal RateSummary 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
Recent Insider Transactions Derivative • Feb 16Chairman exercised options and sold US$5.7m worth of stockOn the 14th of February, Timothy Cawley exercised options to acquire 66k shares at no cost and sold these for an average price of US$86.67 per share. This trade did not impact their existing holding. For the year to December 2017, Timothy's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Timothy's direct individual holding has increased from 19.48k shares to 20.25k. Company insiders have collectively sold US$15m more than they bought, via options and on-market transactions in the last 12 months.
Upcoming Dividend • Feb 06Upcoming dividend of US$0.83 per share at 3.6% yieldEligible shareholders must have bought the stock before 13 February 2024. Payment date: 15 March 2024. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (4.1%).
Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 6 highly experienced directors. Independent Director Karol Mason was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공지 • Jan 19Consolidated Edison, Inc. Declares Quarterly Dividend, Payable on March 15, 2024Consolidated Edison, Inc. (Con Edison) declared a quarterly dividend of 83 cents a share on its common stock, payable March 15, 2024 to stockholders of record as of February 14, 2024, an annualized increase of 8 cents over the previous annualized dividend of $3.24 a share.
공지 • Jan 17Consolidated Edison, Inc. to Report Q4, 2023 Results on Feb 15, 2024Consolidated Edison, Inc. announced that they will report Q4, 2023 results After-Market on Feb 15, 2024