Nama Insights

Consolidated Edison (ED)

Utilities · Utilities Regulated Electric · NYSE

S&P 500
Consolidated Edison (ED) is a Utilities company in the Utilities Regulated Electric industry. It has a market capitalization of $43.85B, a trailing price-to-earnings ratio of 19.9 and a free-cash-flow yield of 0.1%. Over the most recent reported fiscal year, revenue grew 10.9%. Nama's AI scorecard rates it Sell, 4.0 out of 10. On 12-month momentum it ranks in the middle band of its market.
AI scorecard
Sell · 4.0/10
Negative, at the mild end of Sell. As of Nov 7, 2026.
Momentum
Middle · +7.9% over 12 months ex. last
Middle fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-3.4%
How far the last close sits under the highest price of the past five years.
Market cap$43.85B
Trailing P/E19.9
Price / book1.7
Price / sales2.5
FCF yield0.1%
Dividend yield3.0%
Gross margin53.4%
Operating margin18.4%
Net margin12.5%
Revenue growth (YoY)+10.9%
Revenue growth (3-yr annual)+2.6%
EPS growth (YoY)+5.9%
FCF/share growth (YoY)—
Beta0.2
ExchangeNYSE
SectorUtilities
IndustryUtilities Regulated Electric

ED earnings

Next report: Feb 18, 2027 (Q4 2026, EPS estimate $1.01). Beat the EPS estimate in 3 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 5, 2026 $2.07 $2.03 +2.0% —
Q2 2026 Aug 6, 2026 $0.83 $0.77 +7.8% $4.07B
Q1 2026 May 7, 2026 $2.18 $2.27 -4.0% $5.09B
Q4 2025 Feb 19, 2026 $0.89 $0.86 +3.5% $3.99B

ED analyst price target

Median target $108.00 from 17 analysts, ranging $87.00 – $130.00.

Utilities Regulated Electric peers

TickerCompanyMarket capP/E
NEE NextEra Energy $182.36B 21.6
SO Southern $107.51B 18.7
DUK Duke Energy $99.63B 18.6
NGG National Grid $83.60B —
AEP American Electric Power $68.90B 19.7
D Dominion Energy $60.34B 18.5
ETR Entergy $52.82B 25.2
XEL Xcel Energy $51.14B 18.4
Explore live ED data on Nama Insights →

Recent Congressional trades

Consolidated Edison trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Rob Bresnahan House Sell $1,001 - $15,000 Jun 9, 2025

ED FAQ

Is ED a buy?
Nama's AI scorecard currently rates Consolidated Edison Sell (4.0 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is ED's P/E ratio?
Consolidated Edison trades at a trailing price-to-earnings ratio of 19.9.
When does ED report earnings?
Consolidated Edison's next scheduled report is on Feb 18, 2027. Analysts expect EPS of $1.01.
What is the ED price target?
The median analyst price target from 17 analysts is $108.00, with a range of $87.00 – $130.00.
Is ED Shariah compliant?
Nama's AAOIFI-style screen reads Consolidated Edison as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does ED pay a dividend?
Yes — Consolidated Edison's dividend yield is 3.0%.