Consolidated Edison, Inc. (ED) fair value analysis
S&P 500 · Updated 2026-10-19
ED price how computed
Forward Fair Value verdict
Fairly valuedED is trading at within about 10% of estimated fair value.
Based on TickrTrends' weekly Forward Fair Value model.
- Last price
- $106.10
- Sector
- Utilities
- 12-month range
- $95.41–$115.46
- Market cap
- $39.2B
- From 52-week high
- -8.1%
- Shares outstanding
- 370M
- Rank in Utilities by discount to fair value
- #22 of 36
Last price is our 2026-10-19 weekly price; the chart runs through 2026-10-16.
Consolidated Edison, Inc. is a utility company that provides electric, gas, and steam service to customers in the New York metropolitan area. The company operates in New York City and Westchester County, serving residential, commercial, and industrial clients through its integrated energy delivery infrastructure.
ED currently ranks #22 of 36 Utilities stocks by discount to fair value. It has screened as Fairly valued for 14 consecutive weekly runs.
Fundamentals (4 quarters) how computed
- Market cap
- $39.2B
- P/E (trailing)
- 18x
- Revenue (TTM)
- $17.7B
- Net margin
- 12.5%
- EPS (TTM)
- $5.80
- Gross margin
- 100.0%
- Debt / equity
- 1.10
- Revenue growth (3-yr avg)
- 1.7%
- Shares outstanding
- 370M
Derived indicators how computed
- Quality grade
- F
- Margin trend
- Expanding
- 52-week position
- The upper-middle quarter of its range
Technicals how computed
- RSI (14-day)
- 70 · neutral
- 50-day average
- $106.49
- 200-day average
- $108.29
- Moving-average state
- 50-day below 200-day (death cross state); price below both averages
Dividends how computed
- Paid, last 12 months
- $3.51 per share (4 payments)
- Yield on last price
- 3.31%
- Consecutive years of increases
- 15
- Next ex-dividend date
- 2026-11-18
- Last payment date
- 2026-09-15
Earnings how computed
- Next earnings report
- 2026-11-05 (post-market)
- Last 8 quarters vs consensus
- 7 beat, 1 missed
- Quarter by quarter
- 2026-06 ▲ beat (+12.2%)
2026-03 ▼ miss (-4.0%)
2025-12 ▲ beat (+3.5%)
2025-09 ▲ beat (+8.6%)
2025-06 ▲ beat (+1.5%)
2025-03 ▲ beat (+2.3%)
2024-12 ▲ beat (+2.1%)
2024-09 ▲ beat (+6.3%)
Analyst consensus how computed
This is not TickrTrends' verdict.
- Analyst ratings
- 2 buy · 9 hold · 7 sell (18 analysts)
- Consensus lean
- Hold-leaning
- Consensus price target
- $109
- Target vs last price
- +2.7%
What our data shows for ED
- Our model validated 17 trailing price-to-earnings windows for ED, built from quarterly earnings records.
- Shares are trading in the middle of their 12-month price range of $95.41–$115.46.
- The 14-day relative strength index sits at a neutral 70.
The exact numbers are one step away
- The precise Forward Fair Value dollar figure for ED
- Exact discount / premium to today's price
- The normalized historical P/E behind the estimate, and how many quarters support it
- Forward EPS input and fiscal-year basis
- Screeners and rankings across the full S&P 500 and Nasdaq universes
Forward Fair Value applies a conservatively normalized historical price-to-earnings multiple to the consensus earnings estimate for the next full fiscal year; how TickrTrends computes it.
Recent ED news
TickrTrends' derived news-sentiment signal for ED is currently leaning positive, computed from recent coverage.
- Consolidated Edison: Hold For Dividends, Wait for A Lower Price (NYSE:ED) (seekingalpha.com, 2026-10-21)
TickrTrends take: Consolidated Edison's dividend appeal sits within a utilities sector context where TickrTrends currently assesses the stock as fairly valued, suggesting the market has already priced in the income generation that attracts dividend-focused investors. For valuation-conscious investors, the analyst's recommendation to wait for a lower price indicates potential downside risk exists despite the fair valuation mark, creating a tension between current yield opportunities and future entry points. Monitoring whether ED trades below its fairly valued assessment would signal a more compelling risk-reward setup for those prioritizing price discovery over immediate dividend capture. - Consolidated Edison (ED) Declares Quarterly Dividend Amid Mixed Valuation Signals (gurufocus.com, 2026-10-15)
TickrTrends take: Consolidated Edison's dividend declaration demonstrates its commitment to returning capital to shareholders, which aligns with the utility sector's traditional income-focused investment profile. Given TickrTrends' fairly valued assessment, investors should monitor whether the company's dividend sustainability remains supported by earnings growth or if it increasingly relies on rate increases to maintain payout levels. For valuation-conscious readers, the key metric to track is whether ED's earnings growth can keep pace with its dividend obligations without requiring significant regulatory rate relief. - Consolidated Edison declares $0.8875 dividend (NYSE:ED) (markets.businessinsider.com, 2026-10-15)
TickrTrends take: Consolidated Edison's dividend declaration at this level reflects the company's commitment to returning capital to shareholders, which is typical for utilities that generate stable cash flows. Given TickrTrends' assessment of ED as fairly valued, investors should monitor whether the company can maintain this dividend payout while funding necessary infrastructure investments and managing operational costs in the competitive utility environment. The sustainability of dividend payments in the utilities sector often serves as a key indicator of underlying business health and cash generation capacity.
More ED news
- Consolidated Edison, Inc. (ED) Discusses Strategy for Clean Energy Transition and Infrastructure Investments - Slideshow (NYSE:ED) 2026-10-06 (seekingalpha.com, 2026-10-06)
- ED Upgraded by Wells Fargo -- Price Target Raised to $118.00 (gurufocus.com, 2026-10-01)
- ATLAS Infrastructure Partners (UK) Ltd. Adds to H2O America (HTO) Position -- Shares Look 16% Overvalued on GF Value (gurufocus.com, 2026-09-29)
What people are saying
Follow the ED conversation: Stocktwits · Reddit · X
TickrTrends weekly updates
- 2026-10-19 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-12 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-11 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-10 — TickrTrends' derived indicators for ED in the Utilities sector show a decline this week, with the quality grade falling from D to F. The stock maintains a Fairly valued verdict according to current analysis. This downgrade in quality metrics represents a notable deterioration in the underlying fundamentals tracked by the indicator system.
- 2026-10-06 — No material change this week: the verdict, bands and grades all held steady.
- 2026-09-28 — No material change this week: the verdict, bands and grades all held steady.
- 2026-09-21 — No material change this week: the verdict, bands and grades all held steady.
- 2026-09-17 — No material change this week: the verdict, bands and grades all held steady.
Frequently asked questions
Is ED stock undervalued?
Based on TickrTrends' Forward Fair Value model (updated 2026-10-19), ED is trading at within about 10% of estimated fair value and screens as fairly valued. The exact fair value and discount are available to subscribers.
What is ED's TickrTrends verdict?
ED's current verdict is Fairly valued, refreshed with every weekly Forward Fair Value run.
How does ED compare to other Utilities stocks?
ED ranks #22 of 36 Utilities stocks in TickrTrends' coverage by discount to fair value.
Is ED overbought or oversold?
ED's 14-day RSI is in neutral territory - neither overbought nor oversold.
Does ED pay a dividend?
Yes. ED paid $3.51 per share over the last twelve months (4 payments), a 3.31% yield on TickrTrends' last price, and has raised the annual total for 15 consecutive years. The next ex-dividend date on file is 2026-11-18.
When does ED report earnings next?
ED's next earnings report is scheduled for 2026-11-05 (post-market), per the published earnings calendar.
Does ED usually beat earnings estimates?
Over its last 8 reported quarters ED beat the consensus estimate 7 times and missed 1 times, by TickrTrends' comparison of reported and estimated EPS.
What do analysts say about ED?
Of 18 analysts covering ED, 2 rate it a buy, 9 a hold and 7 a sell - hold-leaning, with a consensus price target of $109 (+2.7% versus TickrTrends' last price). This is the analyst consensus, not TickrTrends' Forward Fair Value verdict.