ED — Consolidated Edison Inc

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Consolidated Edison Inc

Consolidated Edison, Inc., through its subsidiaries, engages in the regulated electric, gas, and steam delivery businesses in the United States. The company offers electric services to approximately 3.7 million customers in New York City and Westchester County; gas to approximately 1.1 million customers in Manhattan, the Bronx, parts of Queens, and Westchester County; and steam to approximately 1,490 customers in parts of Manhattan. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$107.70
Market Cap$39.58B
Float367.9M
Shares Outstanding368.5M
P/E (Forward)17.61
P/E (TTM)18.11
Price/Sales (TTM)2.30
vs. Analyst Target+3.2% to analyst PT
Profit Margin12.52%
Operating Margin (TTM)25.61%
Revenue (TTM)$17.22B
Earnings Growth (YoY)12.90%
Dividend Rate3.5%
Analyst Target Price$111.19 (18 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $12.24B $1.10B $8.06B $4.11B
2021 $13.67B $1.35B $8.89B $4.37B
2022 $15.66B $1.66B $9.55B $5.17B
2023 $14.65B $2.52B $8.96B $6.06B
2024 $15.26B $1.82B $9.76B $5.48B
2025 $16.92B $2.02B $10.49B $6.15B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $3.60B $246M
Sep 2025 $4.53B $688M
Dec 2025 $4.00B $297M
Mar 2026 $5.09B $924M

Ownership & Float

Insider Ownership0.2%
Institutional Ownership75.2%
Short Float2.3%
% of All Funds Holding16.06%
Number of Funds Holding1,320

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$109.83Near-term / short-term trend
Weekly40-Week SMA$104.34Medium-term trend
Weekly80-Week SMA$102.56Cyclical trend (business cycle)
Weekly200-Week SMA$97.23Secular trend (multi-year)
Monthly10-Month SMA$104.74Near-term monthly trend
Monthly20-Month SMA$103.29Medium-term monthly trend
Monthly40-Month SMA$98.04Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$94.00 support 1.20x 14 months ago
$90.00 support 1.18x 15 months ago

Historical Earnings Reactions (121 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.02% 0.00% 46.28% 3.71% -3.56%
1 Day 0.10% 0.26% 55.37% 5.10% -6.67%
1 Week -0.07% 0.16% 51.24% 7.73% -16.66%
2 Weeks 0.32% 0.32% 52.89% 13.18% -7.35%
1 Month -0.09% -0.39% 45.83% 15.84% -25.45%

Next earnings: July 26, 2026 (60 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan0.9%58.8%51
Feb-2.3%35.3%51
Mar2.3%62.7%51
Apr1.4%68.6%51
May-0.6%44.0%50
Jun0.6%64.0%50
Jul1.8%68.0%50
Aug-0.3%44.0%50
Sep0.9%52.0%50
Oct1.1%58.0%50
Nov0.0%50.0%50
Dec2.8%68.6%51

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.04% 47.4% 2384
Tuesday 0.06% 47.6% 2586
Wednesday 0.03% 46.5% 2587
Thursday -0.02% 46.4% 2537
Friday 0.05% 49.5% 2524

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 75.2%

Insider Transactions — Smart Summary

Total insider ownership: 0.2%

12-Month Insider Activity Summary

Total Filings14
Net Value-$7.0M
Net Shares Change-17,239
% of Float-0.0%
C-Suite Filings12
Clusters Detected1

Key Insiders

NameTitleNet ValueFilingsActivity
Cawley Timothy Chairman, President and CEO -$3.8M 1 1 sell
MULROW WILLIAM J -$892,552.72 1 1 sell
Sanchez Robert President, Shared Services -$611,750.4 1 1 sell
Hensley Jennifer SVP, Corporate Affairs -$267,825.92 1 1 sell
Donnley Deneen L SVP and General Counsel -$218,992.68 1 1 sell
O'Connell Michele President and CEO, OandR -$206,423.04 1 1 sell
Miller Joseph VP and Controller +$418.151 4 4 buy

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2026-02-20 – 2026-03-02 8 8 -$7.7M 7 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-03-17 Miller Joseph VP and Controller +$109.31 Transaction at $115.55, now -6.8%
2026-03-13 Donnley Deneen L SVP and General Counsel -$218,992.68 Transaction at $113.94, now -5.5%
2026-03-02 MULROW WILLIAM J -$892,552.72 Transaction at $112.81, now -4.5%
2025-12-19 Miller Joseph VP and Controller +$103.834 Transaction at $97.68, now +10.3%
2026-02-20 Hensley Jennifer SVP, Corporate Affairs -$267,825.92 Transaction at $113.92, now -5.5%
2025-09-16 Miller Joseph VP and Controller +$102.918 Transaction at $97.46, now +10.5%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Consolidated Edison Inc (ED) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for ED on Trend Edge →