CONSOLIDATED EDISON ($ED) posted quarterly earnings results for Q4 2025 on Thursday, February 19th. The company reported earnings of $0.89 per share, missing estimates of $0.98 by $0.09. The company also reported revenue of $3,995,000,000, beating estimates of $3,720,587,331 by $274,412,669.
You can see Quiver Quantitative's $ED stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
CONSOLIDATED EDISON Insider Trading Activity
CONSOLIDATED EDISON insiders have traded $ED stock on the open market 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $ED stock by insiders over the last 6 months:
- JOHN F KILLIAN sold 2,276 shares for an estimated $220,521
- JOSEPH MILLER (VP & Controller) has made 2 purchases buying 2 shares for an estimated $206 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
CONSOLIDATED EDISON Hedge Fund Activity
We have seen 609 institutional investors add shares of CONSOLIDATED EDISON stock to their portfolio, and 601 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 13,709,501 shares (-75.9%) from their portfolio in Q4 2025, for an estimated $1,361,627,639
- DEUTSCHE BANK AG\ added 1,820,877 shares (+101.4%) to their portfolio in Q4 2025, for an estimated $180,849,503
- QUBE RESEARCH & TECHNOLOGIES LTD removed 1,219,531 shares (-64.0%) from their portfolio in Q4 2025, for an estimated $121,123,818
- BLACKROCK, INC. removed 1,065,133 shares (-2.6%) from their portfolio in Q4 2025, for an estimated $105,789,009
- UBS GROUP AG removed 916,163 shares (-46.1%) from their portfolio in Q4 2025, for an estimated $90,993,309
- BALYASNY ASSET MANAGEMENT L.P. added 896,147 shares (+inf%) to their portfolio in Q4 2025, for an estimated $89,005,320
- STATE STREET CORP added 854,868 shares (+3.6%) to their portfolio in Q4 2025, for an estimated $84,905,489
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
CONSOLIDATED EDISON Government Contracts
We have seen $23,271,644 of award payments to $ED over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- NYH UESC: $20,102,856
- THE PURPOSE OF THIS DELIVERY ORDER IS TO OBTAIN ELECTRICITY FROM CON ED FOR THE ADDABBO FEDERAL BUILDING IN...: $900,000
- ELECTRICAL TRANMISSION/DELIVERY FOR MDC BROOKLYN AND DAYTON MANOR PERIOD OF PERFORMANCE: OCTOBER 1, 2023 - ...: $803,400
- UB FOR UTILITIES - ELECTRIC & GAS: $532,000
- ELECTRICITY SERVICES FOR MDC BROOKLYN AND DAYTON MANOR FY26 PERIOD OF PERFORMANCE: OCTOBER 1, 2025 - SEPTE...: $340,000
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
CONSOLIDATED EDISON Analyst Ratings
Wall Street analysts have issued reports on $ED in the last several months. We have seen 0 firms issue buy ratings on the stock, and 3 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Underweight" rating on 01/22/2026
- Keybanc issued a "Underweight" rating on 12/12/2025
- Morgan Stanley issued a "Underweight" rating on 10/22/2025
To track analyst ratings and price targets for CONSOLIDATED EDISON, check out Quiver Quantitative's $ED forecast page.
CONSOLIDATED EDISON Price Targets
Multiple analysts have issued price targets for $ED recently. We have seen 8 analysts offer price targets for $ED in the last 6 months, with a median target of $100.0.
Here are some recent targets:
- William Appicelli from UBS set a target price of $112.0 on 01/23/2026
- Nicholas Campanella from Barclays set a target price of $100.0 on 01/22/2026
- Shahriar Pourreza from Wells Fargo set a target price of $95.0 on 01/20/2026
- Shelby Tucker from TD Cowen set a target price of $105.0 on 01/09/2026
- Jeremy Tonet from JP Morgan set a target price of $97.0 on 12/12/2025
- Sophie Karp from Keybanc set a target price of $86.0 on 12/12/2025
- David Arcaro from Morgan Stanley set a target price of $100.0 on 10/22/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
