How Is Consolidated Edison's Stock Performance Compared to Other Utility Stocks?

Core Viewpoint - Consolidated Edison, Inc. (ED) is a significant player in the regulated electric, gas, and steam delivery sectors in the U.S., with a market capitalization of $40.2 billion and approximately 3.7 million customers in New York City and Westchester County [1]. Company Performance - ED's stock is currently trading 3.4% below its 52-week high of $115.25, which was recorded on February 3 [3]. - Over the past three months, ED has increased by 16.7%, outperforming the State Street Utilities Select Sector SPDR ETF (XLU), which rose by 9% during the same period [3]. - In the longer term, ED's stock has risen by 4.4% over the past 52 weeks, underperforming XLU's 19.2% increase [6]. - ED has maintained trading above its 200-day and 50-day moving averages since January, indicating bullish momentum [6]. Financial Results - For Q4 2025, ED reported revenue of $4 billion, exceeding Wall Street estimates, with an adjusted EPS of $0.89, also surpassing expectations [7]. Analyst Sentiment - The consensus among 19 analysts tracking ED is a "Hold," with a mean price target of $110.53, which is below current price levels [8].