Core Points - Consolidated Edison, Inc. (Con Edison) plans to report its 3rd Quarter Earnings on November 6, 2025, after market close [1] - Con Edison operates through several subsidiaries, providing a range of energy-related products and services, including electric, gas, and steam services in New York City and surrounding areas [2] Financial Information - Con Edison declared a quarterly dividend of 85 cents per share on its common stock, payable on December 15, 2025 [4] Investor Relations - Con Edison will host a webcast for an investor presentation titled "Delivering Reliable and Resilient Energy for the Future" on October 7, 2025 [5]

Group 1: Zacks Premium Overview - Zacks Premium offers various tools to help investors become more confident and informed, including daily updates on Zacks Rank and Industry Rank, Equity Research reports, and Premium stock screens [1] - The service includes Zacks Style Scores, which are designed to assist investors in selecting stocks with the highest potential to outperform the market in the short term [2] Group 2: Zacks Style Scores - Zacks Style Scores rate stocks using an alphabetic system from A to F based on value, growth, and momentum characteristics, with A being the highest score [3] - The Style Scores are categorized into four types: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [3][4][5][6] Group 3: Value Score - The Value Score identifies stocks that are undervalued based on financial ratios such as P/E, PEG, Price/Sales, and Price/Cash Flow, appealing to value investors [3] Group 4: Growth Score - The Growth Score assesses a company's financial health and future growth potential by analyzing projected and historical earnings, sales, and cash flow [4] Group 5: Momentum Score - The Momentum Score helps investors capitalize on price trends by evaluating short-term price changes and earnings estimate revisions [5] Group 6: VGM Score - The VGM Score combines the three Style Scores to provide a comprehensive rating, highlighting stocks with attractive value, strong growth forecasts, and positive momentum [6] Group 7: Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investors in building successful portfolios, with 1 (Strong Buy) stocks historically yielding an average annual return of +23.81% since 1988 [7][8] Group 8: Stock to Watch - Consolidated Edison - Consolidated Edison, Inc. (ED) is a diversified utility holding company based in New York, with a recent sale of its renewable energy business [11] - ED holds a 3 (Hold) rating on the Zacks Rank and has a VGM Score of B, with a Momentum Style Score of B and a 4.9% increase in share price over the past four weeks [12] - The Zacks Consensus Estimate for ED's earnings for fiscal 2025 has been revised upwards to $5.62 per share, with an average earnings surprise of +2% [12]

Core Viewpoint - Consolidated Edison (ED) is showing potential as a strong investment opportunity due to its recent technical indicators and positive earnings estimate revisions [1][2]. Technical Analysis - ED has recently reached a key level of support and has surpassed the 200-day moving average, indicating a long-term bullish trend [1]. - The 200-day simple moving average serves as a significant indicator for determining overall long-term market trends, acting as a support or resistance level [1]. Stock Performance - Over the past four weeks, ED's shares have increased by 6.6% [2]. - The current Zacks Rank for ED is 3 (Hold), suggesting the stock may continue to rise [2]. Earnings Estimates - There has been one upward revision in earnings estimates for the current fiscal year, with no downward revisions, indicating a positive outlook [2]. - The consensus estimate for earnings has also moved upward, reinforcing the bullish sentiment [2]. Investment Consideration - Given the positive technical indicators and earnings estimate revisions, ED should be considered for inclusion on investors' watchlists [3].

Core Insights - Consolidated Edison, Inc. (NYSE:ED) is recognized as one of the Top 15 Growth Stocks for Long-Term Investors [1] Company Overview - Consolidated Edison, Inc. provides electricity, gas, and steam services to approximately 3.7 million electric and 1.1 million gas customers in the New York City region, and operates the largest steam system in the United States [2] Growth Prospects - Analysts anticipate consistent earnings growth for Consolidated Edison, driven by new customer additions and regular rate increases, alongside the recovery of the US economy. The company expects an average annual rate base increase of over 8% through 2029, which is projected to lead to steady earnings improvement [3] - The regulated nature of the sector allows Consolidated Edison to periodically adjust its rates, ensuring stable and predictable revenue growth [3] Dividend Performance - Consolidated Edison has a strong track record of dividend growth, having never missed a dividend payment since 1885 and increasing its payouts for 51 consecutive years. The current quarterly dividend is $0.85 per share, with a dividend yield of 3.32% as of October 12 [4]

Group 1 - Consolidated Edison, Inc. (NYSE:ED) is recognized as one of the 12 most promising clean energy stocks by Wall Street analysts [1] - Evercore ISI initiated coverage of Consolidated Edison with an In Line rating and a price target of $106, noting the company's ability to offset future equity needs through the sale of its investment in the Mountain Valley Pipeline [2] - The regulatory environment in Consolidated's service areas and the upcoming New York City mayoral election prompted a neutral stance from analysts [2] - Morgan Stanley raised the price target for Consolidated Edison, highlighting the long-term advantages of nuclear energy that are currently underappreciated [2] Group 2 - Consolidated Edison has focused its power generation efforts solely in New York and is investing significantly in clean energy transmission, electrification, energy efficiency, electric vehicle infrastructure, and battery storage [3] - In the second quarter earnings report, Consolidated Edison posted earnings per share of $0.67, exceeding market estimates by $0.01 [3] - The company benefits from the New York State Public Service Commission's approval of 29 infrastructure projects worth $636 million, which will enable 642 MW of electrification upgrades [3]

Core Insights - Dividend Kings are companies that have increased their dividends for at least 50 consecutive years, making them reliable long-term investments [1][13] - Many Dividend Kings currently offer above-average dividend yields, providing investors with significant passive income opportunities [2] Group 1: Consolidated Edison - Consolidated Edison has a 51-year streak of annual dividend increases, the longest among utilities in the S&P 500 [4] - The company provides electricity, natural gas, and steam to New York City, benefiting from stable demand and regulated rates, which contribute to resilient cash flows [5] - Consolidated Edison plans to invest approximately $38 billion in capital projects through 2029 to enhance system reliability and reduce carbon emissions, supporting an annual utility rate base growth of over 8% [6] Group 2: PepsiCo - PepsiCo has increased its dividend for 53 consecutive years, with a 7.5% compound annual growth rate over the past 15 years [7] - The company invests over 5% of its annual revenue into capital projects to enhance productivity and drive growth, aiming for 4%-6% organic revenue growth annually [8] - PepsiCo has made strategic acquisitions, such as the $1.7 billion purchase of Poppi in 2025, to transform its portfolio towards healthier options, which supports continued dividend increases [9] Group 3: Federal Realty Investment Trust - Federal Realty Investment Trust has a 58-year history of increasing dividends, the longest in the REIT industry [10] - The REIT focuses on high-quality retail properties in affluent suburban markets, driving strong demand for retail space [11] - Federal Realty consistently invests in property improvements and strategically sells lower-quality assets to acquire better locations, positioning itself for ongoing dividend growth [12]

Group 1 - The presentation focuses on Consolidated Edison's strategy to achieve goals related to clean energy and climate regulations [1] - The company aims to strengthen and modernize its energy delivery systems to ensure reliable and resilient energy for the future [1] - The presentation includes forward-looking statements regarding future expectations, which may differ from actual results due to various factors [2]

Group 1 - The presentation focuses on Consolidated Edison's strategy to achieve goals related to clean energy and climate regulations [1] - The company aims to strengthen and modernize its energy delivery systems to ensure reliability and resilience [1] - The webinar is part of Con Edison's efforts to communicate its future plans and expectations to stakeholders [2]

Consolidated Edison Conference Call Summary Company Overview - Consolidated Edison (Con Edison) is one of the largest investor-owned utilities in the U.S., providing electric, gas, and steam services to millions in New York City and surrounding areas [3][4] - The company has been operational for over 200 years, adapting to various challenges and technological shifts [11] Industry Context - The energy landscape in New York is transitioning towards cleaner energy, driven by state and local policies aimed at reducing greenhouse gas emissions and improving air quality [16][18] - The New York State Climate Leadership and Community Protection Act (CLCPA) sets ambitious targets for renewable energy adoption and emissions reductions [16][17] Key Strategic Initiatives - Con Edison plans to invest $72 billion over the next decade to enhance system safety, reliability, and manage growth due to increased electrification of heating and transportation [19] - The company is focusing on modernizing its energy delivery systems to withstand extreme weather events, which are becoming more frequent and severe [3][10] Reliability and Resiliency - Con Edison has achieved a reliability performance that is nine times better than the national average, attributed to strategic investments and system design [10][30] - Since 2013, resiliency investments have helped avoid approximately 1.2 million weather-related outages [10] Economic Impact - Con Edison and Orange and Rockland Utilities contribute significantly to the New York economy, generating $24.3 billion in economic output, which is about 1% of the state's GDP [13] - The company paid $4.8 billion in taxes and fees in 2024, including $3.3 billion to New York City [13] Customer Engagement and Energy Efficiency - Con Edison has completed over 74,000 energy efficiency and building electrification projects from 2020 to 2024, with a shift towards more complex technologies like heat pumps [42] - The company has provided over $1.5 billion in customer incentives over the last five years, with a focus on low to moderate-income customers [64] Climate Change Adaptation - Climate studies indicate that New York will face more intense heat waves and rising sea levels, prompting Con Edison to submit climate change resiliency plans to regulators [39][40] - The company is investing in storm hardening measures and enhancing grid resilience to prepare for future climate impacts [41] Electrification and Clean Energy Transition - Con Edison is actively assisting customers in transitioning from natural gas to electric alternatives, with a focus on building electrification and the development of utility thermal energy networks [54][56] - The company is exploring low-carbon fuel alternatives and has set targets for reducing greenhouse gas emissions from its operations [60][61] Future Outlook - The company anticipates a return to being a winter-peaking utility by the 2040s due to the electrification of heating and transportation [23][53] - Con Edison is committed to maintaining operational excellence and reliability while navigating the challenges of the energy transition [7][9] Conclusion - Consolidated Edison is positioned as a leader in the energy sector, focusing on reliability, customer engagement, and a sustainable transition to clean energy, while also addressing the challenges posed by climate change and evolving customer needs [9][19]

Company Overview - Consolidated Edison (Con Edison) delivers electricity to approximately 3.7 million customers, gas to about 1.1 million customers, and steam to approximately 1,500 customers through CECONY[10] - Orange and Rockland Utilities (O&R) delivers electricity to approximately 0.3 million electric customers and gas to more than 0.1 million customers[10] - Con Edison Transmission (CET) develops and invests in electric transmission projects[10] Economic Impact and Policy Alignment - Con Edison supports 40,600 jobs in New York State, including 15,100 directly employed workers[29] - The utilities' contract spending reached $2.1 billion in New York State in 2024, with $540 million going to diverse and small businesses[29] - Con Edison contributed $4.8 billion in taxes and fees in New York State in 2024, with $3.3 billion going to New York City[29] Infrastructure and Electrification - CECONY's electric delivery system is nine times more reliable than the national average[18] - The company is proactively expanding infrastructure for Hunts Point electrification in 2029[45] - The company is preparing Parkchester Substation for new electric vehicle chargers in 2029[45] Climate Resilience and Investments - CECONY has proposed roughly $645 million in resiliency project investments from 2025 – 2029 to prevent and mitigate the impact of extreme weather[71] - O&R plans to invest roughly $184 million in resiliency project investments from 2025 – 2029 to prevent and mitigate extreme weather impacts[73] Electric Vehicle (EV) Programs - CECONY has installed more than 650 DCFC and more than 14,000 Level 2 plugs through the PowerReady program[102] - O&R launched its largest single electric vehicle charging project at The Gardens at Palisades condominium complex in Pomona, NY, installing 120 Level 2 chargers, equal to ~1.4 MW[109] Emissions Reduction and Sustainability - Con Edison has reduced its greenhouse gas emissions by 55% since 2005[126] - CECONY filed a $332 million petition with the NYSPSC for four steam decarbonization projects, expecting to reduce carbon emissions from steam generation activities by 33% by 2040[127] - The company is committed to electrifying 100% of its fleet of light-duty vehicles by 2035, with an interim goal of 80% by 2030[133] Customer Affordability and Energy Efficiency - Con Edison provided customers $1.5 billion in incentives between 2020 – 2024 and has an additional $423 million planned for 2025[138] - The New York State Public Service Commission approved aggregate budgets of approximately $2.14 billion for CECONY and $110 million for O&R for Energy Efficiency and Building Electrification for 2026 – 2030[138] - As of June 2025, approximately 459,000 CECONY and O&R customers, or 14% of the customer base, are enrolled in Energy Affordability Programs (EAPs)[165]