Consolidated Edison (ED)
NYSEUtilitiesRegulated ElectricSnapshot 2026-11-05
$121.44+0.95%
Close 2026-11-05 · 1-day change
NYSEUtilitiesRegulated ElectricSnapshot 2026-11-05
QuarterlyIQ Insights · ED
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance dropped from the top half to the bottom half of its industry over the past month — the reason to own it has weakened.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 14.0% |
| Our one-year growth estimate | diamond | 3.4% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the opposite direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to the broad stock market and real (inflation-adjusted) rates.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 10.7 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 21 industry peers
ED — earnings in line
Dated 2026-11-05
of Form 8-K. Exhibit 104 Cover Page Interactive Data File - The cover page iXBRL tags are embedded within the inline XBRL document. -3- SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, each registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. CONSOLIDATED EDISON, INC. CONSOLIDATED EDISON COMPANY OF NEW YORK, INC. By /s/ Joseph Miller Joseph Miller Vice President, Controller and Chief Accounting Officer Da…
Why it matters: ED reaffirmed its full-year adjusted EPS range. First-half adjusted EPS was $3.00, so Q3 results can test progress toward that range.
Watch forED reports Q3 adjusted EPS that keeps its $6.00–$6.20 full-year range in place.
Also watch forED cuts or withdraws its $6.00–$6.20 adjusted EPS range, or reports results that put the range out of reach.
Why it matters: ED says it is managing costs while making large grid investments. Higher costs could make its earnings range harder to meet.
Worry ifED says operating costs are rising enough to lower its full-year adjusted EPS range below $6.00.
Less concerning ifED keeps its $6.00–$6.20 range and reports that it is managing costs while completing planned work.
Why it matters: ED plans major grid work as power use grows. Project progress and reliability results can show whether the plan is on track.
Watch forED says grid projects are on time and within budget. It says service remains reliable.
Also watch forED reports major project delays, higher costs, or less reliable service.
Why it matters: The goal depends on steady earnings growth beyond 2026. Future company updates can show if its plans still support that pace.
Watch forED repeats its 6%–7% five-year adjusted EPS growth goal and reports progress toward it.
Also watch forED lowers or drops the 6%–7% goal, or reports results that no longer support it.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$77 on $10,000 · ±0.8% | How much price usually moves either way. |
| Bad day | $166 loss on $10,000 · 1.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,148 loss on $10,000 · 11.5% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.