Consolidated Edison, Inc.

NYSE:ED 주식 리포트

시가총액: US$39.4b

Consolidated Edison 경영진

경영진 기준 점검 2/4

Consolidated Edison CEO는 Tim Cawley, Dec2020 에 임명되었습니다 의 임기는 5.42 년입니다. 총 연간 보상은 $19.90M, 7.3% 급여 및 92.7% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $13.54M 가치에 해당하는 회사 주식의 0.034% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5.4 년과 8.5 년입니다.

핵심 정보

Tim Cawley

최고경영자

US$19.9m

총 보수

CEO 급여 비율7.27%
CEO 재임 기간5.4yrs
CEO 지분 보유율0.03%
경영진 평균 재임 기간5.4yrs
이사회 평균 재임 기간8.5yrs

최근 경영진 업데이트

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
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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
Seeking Alpha • Dec 13

Consolidated Edison: Undervalued And Stabilizing The Business

Summary I estimate ED's intrinsic value around $37.4B, or 108 per share - an 18% upside. Selling its clean energy business for $6.8B, allows Consolidated Edison to stabilize and revitalize the fundamentals. Dividends may not be covered by performance, but the company is moving in the right direction. Key risks include foreign grid attacks and insufficient free cash flows. Read the full article on Seeking Alpha

CEO 보수 분석

Tim Cawley의 보수는 Consolidated Edison의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Tim의 총 보수(USD19.90M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.74M)보다 높습니다.

보상과 수익: Tim의 보상은 지난 1년 동안 20% 이상 증가했습니다.

CEO

Tim Cawley (60 yo)

5.4yrs
재임 기간
US$19,899,971
보수

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...

리더십 팀

이름직위재임 기간보수지분
Timothy Cawley
Chairman5.4yrsUS$19.90m0.034%
$ 13.5m
Kirkland Andrews
Senior VP & CFO1.8yrsUS$3.88m0.0023%
$ 913.5k
Kamran Ziaee
SVP & Chief Information Officer1.4yrsUS$3.79m데이터 없음
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%
$ 4.6m
Joseph Miller
VP, Controller & Chief Accounting Officer5.3yrs데이터 없음0.0014%
$ 567.0k
Yukari Saegusa
VP, Treasurer & Investor Relations9.7yrs데이터 없음데이터 없음
Robert Sanchez
President of Shared Services of Con Edison of New York2.1yrsUS$2.57m0.0060%
$ 2.4m
Sylvia Dooley
VP & Corporate Secretary8.3yrs데이터 없음데이터 없음
Stuart Nachmias
President & CEO of Con Edison Transmission6.3yrs데이터 없음0.0026%
$ 1.0m
Michele O'Connell
President and Chief Executive Officer of Orange and Rockland Utilities2.1yrs데이터 없음0.0054%
$ 2.1m
Jan Childress
Director of Investor Relations27.8yrs데이터 없음데이터 없음
5.4yrs
평균 재임 기간
59yo
평균 나이

경험이 풍부한 관리: ED의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.4 년).

이사회 구성원

이름직위재임 기간보수지분
Timothy Cawley
Chairman5.4yrsUS$19.90m0.034%
$ 13.5m
Lewis Sutherland
Independent Director20.1yrsUS$447.97k0.0011%
$ 429.2k
Linda Sanford
Independent Director11.3yrsUS$310.00k0.0011%
$ 429.2k
John Killian
Independent Director18.7yrsUS$325.00k0.000060%
$ 23.6k
Deirdre Stanley
Independent Director8.5yrsUS$365.38k0%
$ 0
Karol Mason
Independent Director5.3yrsUS$300.00k0%
$ 0
Michael Ranger
Independent Lead Director18.3yrsUS$535.89k0%
$ 0
William Mulrow
Independent Director8.5yrsUS$300.25k0%
$ 0
Brendan Cavanagh
Independent Directorless than a yearUS$134.00k0.000020%
$ 7.9k
Catherine Zoi
Independent Director2.3yrsUS$307.31k0%
$ 0
Dwight McBride
Independent Director5.3yrsUS$300.00k0%
$ 0
8.5yrs
평균 재임 기간
67yo
평균 나이

경험이 풍부한 이사회: ED의 이사회는 경험이 있음으로 간주됩니다(평균 재임 8.5 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 09:52
종가2026/05/07 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 스노우플레이크

이 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 지표

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분석가 소스

Consolidated 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.

분석가기관
Jacob KilsteinArgus Research Company
Nicholas CampanellaBarclays
Daniel FordBarclays