Key Takeaways U.S. wind capacity exceeded 159 GW in 2025, supplying nearly 11% of utility-scale power.ED, PNW, AES and POR are expanding wind and grid projects to meet rising AI-driven demand.EIA sees U.S. wind generation rising 6% in 2026 and 7% in 2027 with new capacity additions.An updated edition of the Dec. 26, 2025 article.Renewable energy is increasingly recognized for its significant role in combating climate change, transforming from an alternative source to a mainstay of global energy policy. Amon ...

The Utilities group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Consolidated Edison (ED) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Utilities peers, we might be able to answer that question.Consolidated Edison is one of 107 individual stocks in the Utilities sector. Collectively, these companies sit at #5 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 di ...

Consolidated Edison, Inc. (ED), headquartered in New York, engages in the regulated electric, gas, and steam delivery businesses. With a market cap of $41 billion, the company is committed to providing safe and reliable energy services to millions of customers across its service territories. Shares of this leading utility have outperformed the broader market over the past year. ED has gained 18.9% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 11.8%. In 2026, ED’s stock r ...

Core Viewpoint - The market anticipates a year-over-year decline in earnings for Consolidated Edison (ED) despite higher revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Consolidated Edison is expected to report quarterly earnings of $0.84 per share, reflecting a year-over-year decrease of 14.3% [3]. - Revenues are projected to be $3.7 billion, which is an increase of 0.8% compared to the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analysts' assessments [4]. - A positive Earnings ESP of +0.25% suggests that analysts have recently become more optimistic about the company's earnings prospects [12]. Earnings Surprise History - In the last reported quarter, Consolid Edison was expected to post earnings of $1.76 per share but exceeded expectations with actual earnings of $1.90, resulting in a surprise of +7.95% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [14]. Additional Insights - A positive Earnings ESP is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10]. - The current Zacks Rank for Consolid Edison is 3, indicating a likelihood of beating the consensus EPS estimate [12].

Core Viewpoint - Consolidated Edison, Inc. (NYSE:ED) is recognized as a low-risk stock suitable for retirement portfolios, but analysts maintain a cautious outlook due to limited growth catalysts and potential downside risks compared to peers [1][2]. Financial Outlook - BofA raised the price target for Consolidated Edison to $99 from $96 while reiterating an Underperform rating, indicating a cautious stance despite the approval of a three-year rate plan [2]. - The company plans to invest approximately $72 billion over the next decade to enhance utility operations, promote cleaner energy, and improve climate resilience, which is expected to support annual earnings growth of 5% to 7% [3]. - Dividend growth is anticipated to be in the low-to-mid single digits through at least 2030, with the stock currently yielding around 3.3%, suggesting potential average annual total returns of roughly 7% or higher over time [3]. Business Model and Market Position - Consolidated Edison operates on a business model characterized by steady and predictable revenue, with resilient demand for its services [4]. - The company’s rates are regulated, allowing it to recover capital invested in maintaining and expanding its utility network, which supports its operational stability [4].

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Core Viewpoint - Consolidated Edison, Inc. is set to announce its fiscal Q4 earnings for 2025, with analysts projecting a decline in profit per share compared to the previous year [1][2]. Financial Performance - Analysts expect Consolidated Edison to report a profit of $0.84 per share for Q4 2025, which represents a 14.3% decrease from $0.98 per share in the same quarter last year [2]. - For the current fiscal year ending in December, the expected profit is $5.66 per share, reflecting a 4.8% increase from $5.40 per share in fiscal 2024 [3]. - The company's adjusted EPS for Q3 increased by 13.1% year-over-year to $1.90, surpassing consensus expectations of $1.76 [5]. Stock Performance - Over the past 52 weeks, Consolidated Edison shares have increased by 12.6%, which is lower than the S&P 500 Index's return of 16.9% but higher than the State Street Utilities Select Sector SPDR ETF's increase of 10.2% [4]. - The mean price target for Consolidated Edison is $104.41, indicating a marginal potential upside from current levels [6]. Analyst Ratings - The overall rating for Consolidated Edison stock is "Hold," with 19 analysts covering the stock: three recommend "Strong Buy," ten indicate "Hold," one suggests "Moderate Sell," and five advise "Strong Sell" [6].

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]