Consolidated Edison, Inc. (ED)

Consolidated Edison reported its 2025 third-quarter net income of $688 million, or $1.91 per share, surpassing analysts' consensus estimates. The company declared a quarterly dividend of 85 cents per share on its common stock, payable on December 15, 2025, to stockholders of record as of November 19, 2025. Director John F. Killian sold 2,276 shares of the company's stock on December 11, 2025. TD Cowen started coverage with a "Hold" rating and a $105.00 price target in January 2026. UBS Group upped its price target to $105.00 from $104.00 with a "neutral" rating in January 2026. RBC Capital initiated coverage with a "Hold" rating in January 2026. JP Morgan maintained an "Underweight" recommendation. The stock price as of January 2, 2026, was $99.99 per share, compared to $88.37 per share on January 6, 2025.

Demand for Consolidated Edison's products and services exhibits clear seasonality, primarily driven by weather conditions. Electricity demand typically peaks during the summer air conditioning season. The company actively manages demand through energy efficiency programs and incentives. Natural gas and steam demand would logically see increased usage during colder months for heating purposes.

Consolidated Edison, Inc. (ED) is an investor-owned energy company based in New York City, operating as a diversified utility holding company. It delivers electricity, natural gas, and steam services. The company distributes and transmits electricity to approximately 3.7 million customers in New York City and Westchester County, and about 0.3 million customers in southeastern New York and northern New Jersey. It provides natural gas to approximately 1.1 million customers in Manhattan, the Bronx, parts of Queens, and Westchester County, and about 0.1 million customers in southeastern New York. Con Edison operates a large district steam system, serving nearly 1,600 establishments in Manhattan. Through Con Edison Clean Energy Businesses, Inc., the company develops, owns, and operates renewable energy infrastructure projects. Con Edison Transmission, Inc. invests in electric and natural gas transmission projects.

Consolidated Edison, Inc.'s primary operations are concentrated in the United States, specifically within the New York metropolitan area. Consolidated Edison Company of New York (CECONY) provides electric, gas, and steam service in New York City and Westchester County, New York. Orange and Rockland Utilities, Inc. (O&R) serves customers in southeastern New York and northern New Jersey. Con Edison Clean Energy Businesses develops, owns, and operates renewable energy projects across various states in the U.S.

Information specifically detailing "brand reputation" events for Consolidated Edison, Inc. in the past year is not explicitly available in the search results. However, the company's commitment to delivering safe, reliable, and sustainable energy, along with investments in infrastructure and clean energy, contributes to its public image. Con Edison has been recognized in the past, for example, being named one of Fortune's "50 Best Companies for Minorities" in 2004. The company's ongoing efforts to upgrade its grid system are aimed at enhancing safety, security, and reliability for consumers.

Consolidated Edison, Inc. has a diverse ownership structure comprising institutional, retail, and individual investors. Institutional investors are the primary owners, collectively holding a significant portion of the company's stock. The Vanguard Group, Inc. is the largest institutional shareholder. Other major institutional shareholders include BlackRock, Inc., State Street Corp, and others. Individual investors own a substantial portion. Insiders own a smaller percentage of the company's stock.