Consolidated Edison Recognized Among High Dividend Quality Stocks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
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Should l Buy ED?
Source: Yahoo Finance
- Rating Update: JPMorgan raised its price target on Consolidated Edison (ED) from $107 to $113 while maintaining an Underweight rating, indicating a cautious outlook on the North American utilities sector after updating its models.
- Price Target Adjustment: KeyBanc increased its price objective for Consolidated Edison from $86 to $96, also keeping an Underweight rating, highlighting that the company's Q4 results and 2026 guidance were largely in line with expectations, reflecting market confidence in its long-term growth.
- Public Offering Announcement: Consolidated Edison announced a public offering of 7 million common shares, with J.P. Morgan Securities acting as the underwriter, which involves borrowing shares from third parties for sale, showcasing the company's strategic approach to capital market financing.
- Market Position: As one of the largest investor-owned energy delivery companies in the U.S., Consolidated Edison offers a wide range of energy-related products and services, attracting investor interest despite competition from AI stocks due to its stable dividend yield.
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Analyst Views on ED
Wall Street analysts forecast ED stock price to fall
10 Analyst Rating
1 Buy
4 Hold
5 Sell
Moderate Sell
Current: 115.460
Low
86.00
Averages
102.00
High
118.00
Current: 115.460
Low
86.00
Averages
102.00
High
118.00
About ED
Consolidated Edison, Inc. is an energy-delivery company. The Company, through its subsidiaries, Consolidated Edison Company of New York, Inc. (CECONY), Orange and Rockland Utilities, Inc. (O&R) and Con Edison Transmission, Inc., provides a range of energy-related products and services to its customers. CECONY is a regulated utility providing electric service in New York City and New York’s Westchester County, gas service in Manhattan, the Bronx, parts of Queens and parts of Westchester, and steam service in Manhattan. O&R and its utility subsidiary, Rockland Electric Company, provide electric service to customers in southeastern New York and northern New Jersey, a 1,300 square mile service area. O&R delivers gas to customers in southeastern New York. Con Edison Transmission, Inc. falls primarily under the oversight of the Federal Energy Regulatory Commission and manages, through joint ventures, both electric and gas assets while seeking to develop electric transmission projects.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Consolidated Edison Recognized Among High Dividend Quality Stocks
- Rating Update: JPMorgan raised its price target on Consolidated Edison (ED) from $107 to $113 while maintaining an Underweight rating, indicating a cautious outlook on the North American utilities sector after updating its models.
- Price Target Adjustment: KeyBanc increased its price objective for Consolidated Edison from $86 to $96, also keeping an Underweight rating, highlighting that the company's Q4 results and 2026 guidance were largely in line with expectations, reflecting market confidence in its long-term growth.
- Public Offering Announcement: Consolidated Edison announced a public offering of 7 million common shares, with J.P. Morgan Securities acting as the underwriter, which involves borrowing shares from third parties for sale, showcasing the company's strategic approach to capital market financing.
- Market Position: As one of the largest investor-owned energy delivery companies in the U.S., Consolidated Edison offers a wide range of energy-related products and services, attracting investor interest despite competition from AI stocks due to its stable dividend yield.
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Dividend Kings: Stability and Growth Combined
- Dividend Growth Stability: Currently, 57 stocks hold the title of Dividend Kings, with American States Water increasing its dividend for 71 consecutive years, demonstrating long-term stability and commitment to shareholders, which attracts investors seeking passive income.
- AbbVie's Revenue Growth: AbbVie reported $5 billion and $2.37 billion in revenue from its new drugs Skyrizi and Rinvoq in Q4 2025, reflecting a 32% and 29.5% increase year-over-year, respectively, providing strong support for the company's revenue transition after losing Humira's exclusivity.
- Walmart's E-commerce Growth: Walmart's U.S. e-commerce sales surged 27% in Q1 2025, with international sales up 17%, and despite a modest 0.8% dividend yield, its 46% stock price increase and 53 consecutive years of dividend growth bolster investor confidence.
- Con Edison Capital Expenditure Plans: Con Edison plans to invest $6.6 billion in 2025 and $6.8 billion in 2026 on capital projects aimed at upgrading transmission lines and modernizing gas systems, which is expected to drive stable long-term returns and meet the growing energy demand.
See More
AbbVie and Walmart's Dividend Growth Highlights
- AbbVie Revenue Surge: AbbVie's Skyrizi and Rinvoq generated $5 billion and $2.37 billion in Q4 2025, reflecting year-over-year increases of 32% and 29.5%, respectively, demonstrating the company's successful transition post-Humira exclusivity loss and enhancing its long-term profitability.
- Walmart's E-commerce Growth: Walmart achieved $713 billion in sales revenue for 2025, and while Amazon topped the sales chart at $717 billion, Walmart's U.S. e-commerce sales surged 27% in Q1 2026, showcasing its strong performance in the e-commerce sector and solidifying its market position.
- Utility Stability: Consolidated Edison reported a net income of $2.02 billion in 2025, up from $1.82 billion in 2024, and has increased its dividend for 52 consecutive years, with a current yield of 3.1%, highlighting its stable cash flow and long-term investment appeal.
- Scarcity of Dividend Kings: Among over 400 companies in the S&P 500 that pay dividends, only 57 hold the title of Dividend King, requiring at least 50 years of consecutive dividend increases, reflecting their long-term stability and commitment to shareholders, attracting investors seeking passive income.
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Utility Stocks Appeal: Companies like PSEG and FirstEnergy are considered attractive for their potential safety and growth during turbulent times.
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Market Volatility: Investors are seeking stable investment options amid ongoing conflict in the Middle East.
Utility Stocks: Companies like PSEG and FirstEnergy are highlighted as potential safe and growth-oriented investments.
See More
Consolidated Edison Named Among Best Utility Stocks for Dividends in 2026
- Price Target Increase: Evercore ISI raised Consolidated Edison’s price target from $106 to $117 while maintaining an 'In Line' rating, reflecting a positive outlook for the utility sector and indicating market confidence in the company.
- Earnings Beat: Consolidated Edison reported adjusted earnings of $5.70 per share for Q4 2025, exceeding expectations and showing a $0.30 increase from the previous year, which highlights the company's ongoing improvement in revenue and profitability.
- Positive Future Guidance: For FY 2026, the company expects adjusted EPS to range between $6.00 and $6.20, surpassing Wall Street's estimate of $6.01, demonstrating confidence in future earnings growth.
- Long-term Growth Target: Consolidated Edison aims for a 6% to 7% compound annual growth rate in adjusted EPS over the next five years, using the midpoint of its 2026 guidance as a baseline, indicating a strategic focus on stable growth and investment returns.
See More
Consolidated Edison Recognized Among High Dividend Quality Stocks
- Rating Update: JPMorgan raised its price target on Consolidated Edison (ED) from $107 to $113 while maintaining an Underweight rating, indicating a cautious outlook on the North American utilities sector after updating its models.
- Price Target Adjustment: KeyBanc increased its price objective for Consolidated Edison from $86 to $96, also keeping an Underweight rating, highlighting that the company's Q4 results and 2026 guidance were largely in line with expectations, reflecting market confidence in its long-term growth.
- Public Offering Announcement: Consolidated Edison announced a public offering of 7 million common shares, with J.P. Morgan Securities acting as the underwriter, which involves borrowing shares from third parties for sale, showcasing the company's strategic approach to capital market financing.
- Market Position: As one of the largest investor-owned energy delivery companies in the U.S., Consolidated Edison offers a wide range of energy-related products and services, attracting investor interest despite competition from AI stocks due to its stable dividend yield.
See More
Dividend Kings: Stability and Growth Combined
- Dividend Growth Stability: Currently, 57 stocks hold the title of Dividend Kings, with American States Water increasing its dividend for 71 consecutive years, demonstrating long-term stability and commitment to shareholders, which attracts investors seeking passive income.
- AbbVie's Revenue Growth: AbbVie reported $5 billion and $2.37 billion in revenue from its new drugs Skyrizi and Rinvoq in Q4 2025, reflecting a 32% and 29.5% increase year-over-year, respectively, providing strong support for the company's revenue transition after losing Humira's exclusivity.
- Walmart's E-commerce Growth: Walmart's U.S. e-commerce sales surged 27% in Q1 2025, with international sales up 17%, and despite a modest 0.8% dividend yield, its 46% stock price increase and 53 consecutive years of dividend growth bolster investor confidence.
- Con Edison Capital Expenditure Plans: Con Edison plans to invest $6.6 billion in 2025 and $6.8 billion in 2026 on capital projects aimed at upgrading transmission lines and modernizing gas systems, which is expected to drive stable long-term returns and meet the growing energy demand.
See More
AbbVie and Walmart's Dividend Growth Highlights
- AbbVie Revenue Surge: AbbVie's Skyrizi and Rinvoq generated $5 billion and $2.37 billion in Q4 2025, reflecting year-over-year increases of 32% and 29.5%, respectively, demonstrating the company's successful transition post-Humira exclusivity loss and enhancing its long-term profitability.
- Walmart's E-commerce Growth: Walmart achieved $713 billion in sales revenue for 2025, and while Amazon topped the sales chart at $717 billion, Walmart's U.S. e-commerce sales surged 27% in Q1 2026, showcasing its strong performance in the e-commerce sector and solidifying its market position.
- Utility Stability: Consolidated Edison reported a net income of $2.02 billion in 2025, up from $1.82 billion in 2024, and has increased its dividend for 52 consecutive years, with a current yield of 3.1%, highlighting its stable cash flow and long-term investment appeal.
- Scarcity of Dividend Kings: Among over 400 companies in the S&P 500 that pay dividends, only 57 hold the title of Dividend King, requiring at least 50 years of consecutive dividend increases, reflecting their long-term stability and commitment to shareholders, attracting investors seeking passive income.
See More
Utilities Offer Stability Amid War Outbreak: 4 High Dividend Yield and Growth Stocks.
Market Volatility: Investors are seeking stable investment options amid ongoing conflict in the Middle East.
Utility Stocks Appeal: Companies like PSEG and FirstEnergy are considered attractive for their potential safety and growth during turbulent times.
See More
4 High-Dividend Utility Stocks with Growth Potential That Serve as Safe Havens During Wartime
Market Volatility: Investors are seeking stable investment options amid ongoing conflict in the Middle East.
Utility Stocks: Companies like PSEG and FirstEnergy are highlighted as potential safe and growth-oriented investments.
See More
Consolidated Edison Named Among Best Utility Stocks for Dividends in 2026
- Price Target Increase: Evercore ISI raised Consolidated Edison’s price target from $106 to $117 while maintaining an 'In Line' rating, reflecting a positive outlook for the utility sector and indicating market confidence in the company.
- Earnings Beat: Consolidated Edison reported adjusted earnings of $5.70 per share for Q4 2025, exceeding expectations and showing a $0.30 increase from the previous year, which highlights the company's ongoing improvement in revenue and profitability.
- Positive Future Guidance: For FY 2026, the company expects adjusted EPS to range between $6.00 and $6.20, surpassing Wall Street's estimate of $6.01, demonstrating confidence in future earnings growth.
- Long-term Growth Target: Consolidated Edison aims for a 6% to 7% compound annual growth rate in adjusted EPS over the next five years, using the midpoint of its 2026 guidance as a baseline, indicating a strategic focus on stable growth and investment returns.
See More
