Consolidated Edison Inc (ED) stock price, news and key stats

Price

Last trade as of Sep 16, 2026. Delayed data; not a live quote.

Previous close

$105.27

Open

$105.62

Day range

$105.12 – $105.95

Volume

61.8K

52-week range

$94.96 – $116.23

Market cap

$39.0B

Forward P/E

16.2

Dividend yield

334.00%

Beta

0.26

Avg. volume

2.3M

Analyst target

$110.28

Next earnings

Nov 5, 2026

About Consolidated Edison Inc

Latest ED news

• Can Utilities Cash In on AI Without Making Consumers Pay?
  OilPrice · Sep 14, 2026

  As utilities increasingly explore the integration of artificial intelligence (AI) into their operations, the question arises whether these advancements can be leveraged for profit without passing costs onto consumers. AI technology has the potential to enhance efficiency, optimize energy distribution, and improve predictive maintenance, which could lead to significant cost savings for utility companies. However, the challenge lies in balancing these benefits with the financial implications for consumers who are already facing rising energy costs. The deployment of AI in utilities can streamline operations, reduce waste, and enhance customer service through better demand forecasting and personalized energy solutions. This could lead to lower operational costs, which utilities might use to justify investments in AI. However, the initial capital required for AI implementation can be substantial, and utilities may be tempted to recover these costs through higher rates for consumers. Regulatory scrutiny will be critical in ensuring that any cost savings from AI are transparently passed on to customers rather than absorbed as profit by utility companies. Market implications are significant as well. Investors are closely watching how utilities navigate this transition, as successful AI integration could lead to improved profitability and competitive advantages in a rapidly evolving energy landscape. Conversely, if consumers perceive that they are unfairly bearing the costs of technological advancements, it could lead to public backlash and increased regulatory pressure, potentially stifling innovation in the sector. As utilities continue to adopt AI, the focus will need to remain on creating value for both the companies and their customers to foster a sustainable energy future.

• Ontario threatens electricity amid Trump-Canada trade war. What would that mean for US?
  Geopolitics · Aug 27, 2026

  Ontario Premier Doug Ford has issued a stark warning that the province may cut off electricity exports to the United States as a retaliatory measure against the ongoing trade tensions with President Trump. This potential move comes amidst escalating tariffs and trade barriers that have strained economic relations between the two countries. Ontario is a significant supplier of electricity to the U.S., particularly to states like New York and Michigan, and any disruption could have immediate repercussions on energy markets. Should Ontario proceed with this threat, it could lead to increased electricity prices in the U.S., particularly in regions that rely heavily on Canadian power. The loss of this supply could force U.S. utilities to seek alternative, potentially more expensive sources of energy, thereby driving up costs for consumers and businesses alike. Additionally, this situation could exacerbate existing supply chain issues in the energy sector, leading to further volatility in electricity prices. Moreover, the geopolitical implications of such a move could extend beyond energy markets. It may prompt a reevaluation of trade agreements and energy dependencies between the U.S. and Canada, as both countries navigate the complexities of their economic relationship. As the situation develops, stakeholders in both nations will be closely monitoring the potential impacts on energy security and pricing dynamics.

• What Is Causing Utility Rate Increases?
  Economic Data · Aug 14, 2026

  Utility rates are on the rise across the United States, with electric utilities requesting a staggering $9.2 billion in rate increases in the second quarter of 2026, surpassing the previous record of $7.2 billion set last year. This surge in requests is driven by a combination of factors, including rising operational costs, increased demand for electricity, and the need for infrastructure upgrades. As utilities grapple with aging equipment and the transition to renewable energy sources, the financial burden is being passed on to consumers. In states like Michigan, residents are already feeling the impact as the basic service supply rate resets are set to push prices higher. While many consumers are sourcing their power from alternative providers, the overall trend indicates that utility bills are likely to continue climbing. This situation raises concerns about affordability, particularly for low-income households, as energy costs become a more significant portion of household budgets. Market implications are significant, as rising utility rates can influence consumer spending patterns and overall economic activity. Higher energy costs may lead to increased inflationary pressures, prompting the Federal Reserve to consider adjustments in monetary policy. Additionally, investors in utility stocks may face volatility as regulatory scrutiny intensifies and public sentiment shifts toward energy affordability and sustainability. As the landscape evolves, stakeholders will need to navigate the complexities of energy pricing and its broader economic ramifications.

• Utilities Up as Treasury Yields Drop
  Bond Market · Aug 13, 2026

  Shares of utility companies experienced a notable uptick as Treasury yields retreated, providing a more favorable environment for yield-sensitive sectors. The recent fluctuations in Treasury yields, which had previously surged, had pressured utility stocks, as investors sought the relative safety and returns offered by government bonds. However, with yields now declining, utilities are regaining some of their appeal as a stable income-generating investment. Market participants are closely monitoring upcoming inflation data, which could further influence Treasury yields and, by extension, the utilities sector. The recent drop in yields follows a period of heightened volatility, where rising yields had prompted a shift away from dividend-paying stocks like those in the utilities sector. As traders reassess their positions in light of the latest economic indicators, the potential for sustained lower yields could bolster utility shares, attracting investors looking for reliable returns amidst uncertain economic conditions.

• Bank of America Lifts ED Target Ahead of Q1, Maintains Bearish View
  Yahoo Finance · Apr 26, 2026

  Bank of America raised its price target on Consolidated Edison (ED) to $107 from $104 ahead of the utility’s Q1 2026 earnings release, but maintained its Underperform rating — signaling confidence in near-term valuation support while preserving structural concerns about regulatory risk, rate base growth constraints, and elevated dividend payout pressure. The move reflects tightening yield spreads and relative outperformance among regulated utilities amid rising long-duration bond yields, though BofA’s bearish stance underscores persistent skepticism about ED’s ability to deliver earnings growth above its cost of equity over the medium term. This dual signal — higher target, unchanged rating — highlights how sector positioning is increasingly bifurcated between technical support (duration sensitivity, income demand) and fundamental headwinds (regulatory lag, decelerating infrastructure spend). For broader markets, it reinforces that rate volatility continues to drive tactical allocation within defensive sectors, even as fundamentals remain under scrutiny.

Earnings history

Index membership

• S&P 500 · Utilities

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