Consolidated Edison, Inc. (ED)

Over the past six months, Consolidated Edison's stock price has increased. As of July 14, 2025, the share price was $101.01, representing an 11.91% increase from $90.26 on July 15, 2024. The stock has risen by 1.89% compared to the previous week and 1.78% over the last month. Key events impacting the stock include consistent dividend payments, regulatory developments, earnings reports, institutional investor activity, a recent heat wave, and overall stock performance. The company is set to deliver its second-quarter results on Thursday, August 7, 2025. For the last reported quarter, ED's earnings were $2.26 USD per share, exceeding the estimation of $2.21 USD.

Demand for Consolidated Edison's products and services exhibits seasonality. Electric peak demand in Orange & Rockland's service area typically occurs during the summer air conditioning season. Con Edison expands its demand response program for commercial and industrial customers who temporarily reduce electricity use on hot summer days, indicating higher demand during these periods.

Consolidated Edison, Inc. is one of the largest investor-owned energy-delivery companies in the United States, operating primarily in the regulated electric, gas, and steam delivery businesses. The company operates through subsidiaries including Consolidated Edison Company of New York, Inc. which provides electric, gas, and steam service in New York City and Westchester County, Orange and Rockland Utilities, Inc. which serves customers in southeastern New York and northern New Jersey, and Con Edison Transmission, Inc. which focuses on electric and gas transmission projects. While Con Edison sold its clean energy business to RWE in early 2023, it had previously invested significantly in solar and wind projects.

Consolidated Edison's primary operations are concentrated in the United States, specifically in New York and New Jersey. Its service territory includes all of New York City and Westchester County, with approximately 99.7% of its service territory concentrated in these areas. Orange & Rockland Utilities, Inc. serves customers in a 1,300-square-mile area in southeastern New York and northern New Jersey.

Consolidated Edison has historically been recognized for its reputation. In 2003, FORTUNE Magazine named Consolidated Edison, Inc. one of America's Most Admired Companies. The company's consistent dividend payments also contribute to its image as a reliable source of income.

Consolidated Edison, Inc. has a mixed ownership structure consisting of institutional, retail, and individual investors. Institutions own approximately 72% of the company, while the general public holds a 27% stake. Insiders own under 1% of Consolidated Edison, Inc. The Vanguard Group, Inc. is the largest institutional shareholder, with ownership of 12% of shares outstanding.