Consolidated Edison, Inc. (NYSE:ED) is included among the Best Low Risk Stocks for a Retirement Stock Portfolio. BofA Maintains Cautious View on Con Edison (ED) After Rate Decision On January 23, BofA raised its price target on Consolidated Edison, Inc. (NYSE:ED) to $99 from $96. The firm reiterated an Underperform rating. BofA said the stock’s risk and reward still look tilted to the downside compared with peers, even after the New York Public Service Commission unanimously approved Con Edison’s three-y ...

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New York-based Consolidated Edison, Inc. (ED) is a utility company that provides electricity, natural gas, and steam to residential, commercial, and industrial customers. Valued at a market cap of $37.5 billion, the company is ready to announce its fiscal Q4 earnings for 2025 after the market closes on Thursday, Feb. 19. Before this event, analysts expect this utility company to report a profit of $0.84 per share, down 14.3% from $0.98 per share in the year-ago quarter. The company has surpassed Wall Str ...

Core Viewpoint - Consolidated Edison, Inc. is set to report its 2025 earnings on February 19, 2026, after market closure, indicating a significant upcoming financial disclosure for stakeholders [1]. Company Overview - Consolidated Edison, Inc. operates as a holding company providing a variety of energy-related products and services through its subsidiaries [1]. - The primary subsidiary, Consolidated Edison Company of New York, Inc., offers regulated electric service in New York City and Westchester County, gas service in Manhattan, the Bronx, parts of Queens, and parts of Westchester, as well as steam service in Manhattan [1]. - Orange and Rockland Utilities, Inc. serves customers across a 1,300-square-mile area in southeastern New York State and northern New Jersey, functioning as a regulated utility [1]. - Con Edison Transmission, Inc. focuses on developing and investing in electric transmission projects and is primarily regulated by the Federal Energy Regulatory Commission, owning electric and gas assets through joint ventures [1].

Core Insights - Consolidated Edison's capital investment program is projected to enhance its core infrastructure and operational capabilities, resulting in improved service reliability and resilience against system stresses [1] - The company is pursuing a systematic capital investment plan with a robust expenditure of $38 billion through 2029, aiming for a total investment of $72 billion over the next decade to ensure reliable and clean energy delivery [2][7] Infrastructure Development - The company is constructing the Brooklyn Clean Energy Hub, a transmission substation that will bolster New York's power grid and facilitate the integration of offshore wind resources, with a capacity of up to 1,500 megawatts (MW) expected to be completed by 2028 [4][7] Renewable Energy Expansion - As industries increasingly adopt clean energy, Consolidated Edison is expanding its renewable energy portfolio to capitalize on economic and environmental incentives from the utility-scale renewable energy market [3] Regulatory Challenges - The company's pricing is regulated by state utility authorities, which can impact its ability to recover costs if actual expenses exceed expectations or are disallowed by regulators, potentially affecting earnings visibility [5][7] Stock Performance - In the past month, Consolidated Edison's shares have increased by 3.7%, contrasting with a 3.5% decline in the industry [6]

Core Insights - Consolidated Edison, Inc. is recognized as one of the 10 Best Performing Electrical Infrastructure Stocks in 2025 [1] Analyst Ratings - Morgan Stanley has maintained an Underweight rating on Consolidated Edison, Inc., reducing its price target from $98 to $92, citing that data centers will significantly impact utility performance and growth in 2026 [2] - KeyBanc also reaffirmed its Underweight rating, lowering its price target from $90 to $86, attributing valuation pressure to the unfavorable political situation in New York, lack of growth prospects, and expected share shrinkage [3] Recent Transactions - Consolidated Edison, Inc.'s subsidiary signed a contract on November 24, 2025, to sell approximately 6.6% of its stake in Mountain Valley Pipeline, LLC for $357.5 million, with the deal expected to close in the first half of 2026 [4] Company Overview - Consolidated Edison, Inc. serves as a holding company for Orange & Rockland and Consolidated Edison of New York, providing electricity, natural gas, and steam to customers in southeastern New York, including New York City, and parts of New Jersey [5]

Group 1 - Consolidated Edison, Inc. (NYSE:ED) is recognized as one of the 11 Energy Stocks to consider for a retirement portfolio [1] - The company operates one of the largest energy delivery systems globally, serving 10 million customers in New York City and Westchester County [2] - Consolidated Edison has agreed to divest its approximately 6.6% interest in the Mountain Valley Pipeline for $357.5 million, with the transaction expected to close in the first half of 2026 [3] Group 2 - The proceeds from the divestment will be used to partially offset the company's common equity needs for the upcoming year and for general corporate purposes [3] - On November 21, Consolidated Edison faced pressure from President Trump and New York City Mayor-elect Zohran Mamdani to reduce its rates, citing that lower fuel prices have not been reflected in the utility's rates [4]

Group 1: Company Overview - Consolidated Edison, Inc. (NYSE:ED) is recognized as one of the 15 Best Boring Dividend Stocks to Buy, highlighting its stable dividend performance [1] - The company has a long-standing history of increasing its dividend for 51 consecutive years, the longest streak among utilities in the S&P 500 [4] - Consolidated Edison provides electricity, gas, and steam services to customers in the New York City area, contributing to its stable cash flow [4] Group 2: Recent Developments - Morgan Stanley has lowered its price target for Consolidated Edison from $97 to $93 while maintaining an Underweight rating, reflecting sector headwinds [2] - A subsidiary of Consolidated Edison has agreed to sell its approximately 6.6% stake in the Mountain Valley Pipeline to an Ares Management fund for $357.5 million, with the deal expected to close in the first half of 2026 [3] - The proceeds from the sale will be used to partially cover the company's common equity needs for 2026 and for general corporate purposes [4]

Core Insights - Consolidated Edison (ED) is divesting its renewable business to fund significant investments in its asset base, indicating a strategic shift in capital allocation [1]. Group 1: Company Strategy - The decision to sell the renewable business is aimed at addressing the massive investment needs within the company's asset base [1]. - The relative valuations of the company appeared favorable during the fall of 2022, suggesting potential for growth and investment opportunities [1]. Group 2: Investment Opportunities - The service "Value in Corporate Events" provides insights into major corporate events such as earnings reports, M&A, and IPOs, focusing on actionable investment ideas [1]. - The investment group covers approximately 10 major events monthly, aiming to identify the best opportunities for capitalizing on market movements [1].

Core Insights - Consolidated Edison (ED) is divesting its renewable business to fund significant investments in its asset base, indicating a strategic shift towards enhancing its core operations [1] Group 1: Company Strategy - The decision to sell the renewable business is aimed at generating capital for substantial investments required in the company's asset base [1] - The relative valuations of the company appeared favorable at the time of the analysis, suggesting potential for growth [1] Group 2: Investment Opportunities - The service "Value in Corporate Events" provides insights into major corporate events such as earnings reports, M&A, and IPOs, focusing on actionable investment ideas [1] - The investment group covers approximately 10 major events monthly, aiming to identify the best opportunities for investors [1]