AnalysisNews

ED today

$119.19-$0.09 (-0.08%)close Nov 11, 2026

Trend

DailyUptrend (confirmed)

4 hourStrong Bullish

1 hourBullish

15 minDescending Triangle

5 minAscending Triangle

Daily trend turns down below $113.95

Key levels

Resistance$122.75

Support$116.50

Support$113.95

Latest news & SEC filings

EarningsConsolidated Edison posts Q3 2026 results, sets steam unit spending plan

AnalystBarclays keeps Underweight rating on Consolidated Edison, lifts target to $108

AnalystWells Fargo keeps Overweight rating on Consolidated Edison, lifts target to $134

All ED news →

About Consolidated Edison

Consolidated Edison is a holding company whose main subsidiary delivers regulated electric, gas, and steam service across New York City and Westchester County. Its other utility provides electric and gas delivery in parts of downstate New York and New Jersey. A transmission unit builds and funds power line projects and holds electric and gas assets through joint ventures. Customers include residential, commercial, and industrial users, plus wholesale and government buyers.

Based on the company's 10-K filed Feb 19, 2026.

NYSE · Utilities

CONSOLIDATED EDISON INC (ED)

$119.19-0.09 (-0.08%)
HOLDGrade: C+Risk: LOW
1D5D1M1Y5YMaxSign up for all timeframes
107.0110.6114.2117.8119.19Oct 9Oct 19Oct 27Nov 4
High119.22
Low117.22
Open118.23
Volume1.67M
Avg Vol2.17M
VWAP118.59
30d High121.44
30d Low103.38
30d Chg+15.16%

What Is the Price Target for ED?

SEPT Low Target

$87.00

SEPT Mid Target

$105.00

SEPT High Target

$134.00

Analyst Consensus

$105.00

Current: $119.19Upside: -11.9%Confidence: 85%Method: Analyst Consensus

Is ED a Buy or Sell Right Now?

48
Investability Score
HOLD12-18 months
News summary · last 30 days
Nov 5▲ UpEarnings4 articles
Consolidated Edison reported third-quarter adjusted earnings of $2.07 per share, beating the $2.03 consensus, while revenue of $4.913 billion also topped the $4.748 billion forecast. The utility also trimmed its fiscal 2026 adjusted EPS outlook to $6.05-$6.15 from a prior $6.00-$6.20 range, with the midpoint near the $6.10 analyst estimate. Despite the earnings beat, ED shares closed down 0.39% at $121.54, trading between a low of $120.14 and a high of $122.75 on volume of about 3.72 million. The narrowed guidance and a separate Form 8-K filing on a major company event appear to have offset the positive quarterly results, leaving the stock little changed.
Critical news
Nov 5HIGHEarnings: growth/beat
Nov 5HIGHEarnings: growth/beat

Thesis

  • •Revenue growing 10.9% YoY with ACCELERATING trend — accelerating momentum.

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Is ED Overvalued or Undervalued?

Valuation Verdict

OVERVALUED

Methods Used

P/E Forward, P/B, PEG, Analyst Consensus

Fair Value

$103.29

29

Moat Score

NONE

5/9

Piotroski Score

N/A

Altman Z-Score

What Is Smart Money Doing with ED?

Insider Signal

NEUTRAL

1 buys / 2 sells (90d)

Congress Signal

SELLING

0 buys / 2 sells (90d)

Institutional

N/A

Short Squeeze Risk

HIGH

Signal: HIGH_SHORT_INTEREST

Recent Insider Activity

NameTitleTypeSharesValueDate
RANGER MICHAEL WdirectorBuy476$49KSep 30, 2026
Andrews Kirkland BofficerSale8,524$955KJul 8, 2026
SUTHERLAND L FREDERICKdirectorBuy1,596$170KMay 19, 2026
Cavanagh Brendan ThomasdirectorBuy1,596$170KMay 19, 2026
Zoi CatherinedirectorBuy1,596$170KMay 19, 2026
Stanley DeirdredirectorBuy1,596$170KMay 19, 2026
SANFORD LINDA SdirectorBuy1,596$170KMay 19, 2026
RANGER MICHAEL WdirectorBuy1,596$170KMay 19, 2026
MULROW WILLIAM JdirectorBuy1,596$170KMay 19, 2026
McBride Dwight AdirectorBuy1,596$170KMay 19, 2026

Track Smart Money Across 4,000+ Stocks

Insider trades, congress trades, institutional flows, and short interest — updated daily with real-time alerts.

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ED Growth Story

Revenue YoY

10.9%

3yr Revenue CAGR

2.6%

EPS Growth YoY

7.63%

FCF Growth YoY

N/A%

Revenue Trend

ACCELERATING

Dark Pool Trades for ED

PREVIEW

SEPT Investing tracks real-time dark pool institutional trades for ED, including block trade sizes, dollar values, and buy/sell side classification. Dark pool trades reveal where institutional investors are positioning before moves become visible on public exchanges.

TimePriceSizeValueSide
21:42:17$119.191,802$$215KBUY
21:28:25$119.195,778$$689KBUY
21:00:51$119.193,065$$365KBUY
21:00:51$119.191,032$$123KBUY
21:00:51$119.194,900$$584KBUY

5 dark pool trades shown · $$2.0M preview volume

Real-time institutional flow, block trades, and net positioning

See all dark pool activity

Options Flow for ED

PREVIEW

SEPT Investing provides real-time options flow tracking for ED, including unusual sweep detection, block trades, and dealer positioning. Each trade shows strike, expiry, premium, implied volatility, and greek values for informed decision-making.

TypeStrikeExpiryDTEPremiumSizeTrade
PUT$115Dec 1837$$1601SWEEP
PUT$115Dec 1837$$6404SWEEP
CALL$90Feb 19100$$84.9K30FLOOR
CALL$90Jan 21436$$90.3K30REGULAR
PUT$115Dec 1837$$1701SWEEP

5 options trades shown · 40% calls

Unusual activity, GEX levels, max pain, and dealer positioning

See full options flow

Full AI Research Report

SEPT's Trading AI has generated a free, downloadable PDF research report for CONSOLIDATED EDISON INC (ED) covering valuation analysis, financial health assessment, growth projections, smart money tracking, earnings and key price levels. For research only, not investment advice.

Report includes: PDF download, detailed valuation models (DCF, P/E, EV/EBITDA), institutional flow analysis, congress and insider trade tracking, FinBERT news sentiment (3 articles analyzed), and SEC filing intelligence...

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ED — frequently asked questions

What is ED stock price today?

CONSOLIDATED EDISON INC (ED) is at $119.19, down 0.08% (-$0.09) at the Nov 11, 2026 close.

Why is ED stock moving today?

Latest ED news — Nov 9, 2026: Consolidated Edison posts Q3 2026 results, sets steam unit spending plan · Nov 6, 2026: Barclays keeps Underweight rating on Consolidated Edison, lifts target to $108

Why did ED stock move on Nov 5, 2026?

Consolidated Edison reported third-quarter adjusted earnings of $2.07 per share, beating the $2.03 consensus, while revenue of $4.913 billion also topped the $4.748 billion forecast. The utility also trimmed its fiscal 2026 adjusted EPS outlook to $6.05-$6.15 from a prior $6.00-$6.20 range, with the midpoint near the $6.10 analyst estimate.

What is the ED price target?

The average analyst price target for ED is $105.00, ranging from $87 to $134, based on 7 analysts. Latest: Wells Fargo maintains on Nov 6, 2026.

What do analysts rate ED?

Analyst ratings for ED: 3 Buy, 9 Hold, 7 Sell — consensus Hold.

Did ED beat earnings?

ED last reported on Nov 5, 2026: EPS $2.07 vs $2.03 expected — a beat of 2.0%.

What is ED's P/E ratio?

ED trades at a P/E of 19.3 vs a Utilities average of 19.8.

Does ED pay a dividend?

Yes. ED's dividend yield is 3.28%.

What are ED support and resistance levels?

Support: $116.50, $113.95, $111.34. Resistance: $122.75.

What are insiders doing with ED?

Insider activity: NEUTRAL, 1 buys and 2 sells in the last 90 days.

What is the latest news on ED?

Nov 9, 2026: Consolidated Edison posts Q3 2026 results, sets steam unit spending plan · Nov 6, 2026: Barclays keeps Underweight rating on Consolidated Edison, lifts target to $108 · Nov 6, 2026: Wells Fargo keeps Overweight rating on Consolidated Edison, lifts target to $134