CONSOLIDATED EDISON INC (ED) Forecast, Price Target & Analyst Ratings

NYSE:ED • US2091151041

Current stock price

108.83 USD
-0.23 (-0.21%)
At close:
108.83 USD
0 (0%)
After Hours:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for CONSOLIDATED EDISON INC (ED).

Forecast Snapshot

Consensus Price Target

Price Target
$112.68
+ 3.53% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
May 7, 2026
Period
Q1 / 2026
EPS Estimate
$2.37
Revenue Estimate
5.648B
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
52.59%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$112.68
Upside
+ 3.53%
From current price of $108.83 to mean target of $112.68, Based on 27 analyst forecasts
Low
$95.95
Median
$112.20
High
$136.50

Price Target Revisions

1 Month
1.72%
3 Months
6.03%

Price Target Summary

27 Wall Street analysts provided a forecast for the next 12 months for ED. The average price target is 112.68 USD. This implies a price increase of 3.53% is expected in the next year compared to the current price of 108.83.
The average price target has been revised upward by 6.03% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

ED Current Analyst RatingED Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 2 4 6 8 10

Analyst Ratings History

ED Historical Analyst RatingsED Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 5 10 15 20 25

Analyst Ratings Consensus

ChartMill Buy Consensus
52.59%
ED was analyzed by 27 analysts. The buy percentage consensus is at 53. So analysts seem to be rather neutral about ED.
In the previous month the buy percentage consensus was at a similar level.
ED was analyzed by 27 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-04-21KeybancMaintains Underweight -> Underweight
2026-04-21Morgan StanleyMaintains Underweight -> Underweight
2026-03-12JP MorganMaintains Underweight -> Underweight
2026-03-05Evercore ISI GroupMaintains In-Line -> In-Line
2026-03-04KeybancMaintains Underweight -> Underweight
2026-02-24TD CowenMaintains Hold -> Hold
2026-02-24BarclaysMaintains Underweight -> Underweight
2026-02-20ScotiaBankMaintains Sector Perform -> Sector Perform
2026-01-23UBSMaintains Neutral -> Neutral
2026-01-22BarclaysMaintains Underweight -> Underweight
2026-01-20Wells FargoMaintains Equal-Weight -> Equal-Weight
2026-01-09TD CowenInitiate Hold
2026-01-07UBSMaintains Neutral -> Neutral
2025-12-17UBSMaintains Neutral -> Neutral
2025-12-12KeybancMaintains Underweight -> Underweight
2025-12-12JP MorganMaintains Underweight -> Underweight
2025-11-10BarclaysMaintains Underweight -> Underweight
2025-10-28Wells FargoInitiate Equal-Weight
2025-10-22BarclaysMaintains Underweight -> Underweight
2025-10-22Morgan StanleyMaintains Underweight -> Underweight
2025-10-21BarclaysMaintains Underweight -> Underweight
2025-10-15KeybancMaintains Underweight -> Underweight
2025-10-07Evercore ISI GroupInitiate In-Line
2025-09-25Morgan StanleyMaintains Underweight -> Underweight
2025-08-15B of A SecuritiesDowngrade Buy -> Underperform

Next Earnings Forecast Details

Next Earnings Details

Release Date
May 7, 2026
Period
Q1 / 2026
EPS Estimate
$2.37
Revenue Estimate
5.648B
Revenue Q2Q
17.72%
EPS Q2Q
4.85%
Number of Analysts
13

Next Earnings Revisions

Revenue (1 Month)
0.00%
Revenue (3 Months)
10.14%
EPS (1 Month)
0.24%
EPS (3 Months)
0.42%

Next Earnings Summary

ED is expected to report earnings on 5/7/2026. The consensus EPS estimate for the next earnings is 2.37 USD and the consensus revenue estimate is 5.65B USD.
The next earnings revenue estimate has been revised upward by 10.14% in the past 3 months. Upward revisions are a positive sign and indicate that analysts are more optimistic about the next earnings compared to 3 months ago.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2030

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028 2029 2030
Revenue
YoY % growth
ED revenue by date.ED revenue by date.
14.663B
-6.43%		15.256B
4.04%		16.918B
10.89%		18.471B
9.18%		19.3B
4.49%		20.137B
4.34%		20.413B
1.37%		21.323B
4.46%
EBITDA
YoY % growth
ED ebitda by date.ED ebitda by date.
4.362B
-6.79%		4.887B
12.04%		5.252B
7.47%		6.186B
17.78%		6.732B
8.83%		7.256B
7.78%		7.385B
1.78%		7.887B
6.80%
EBIT
YoY % growth
ED ebit by date.ED ebit by date.
2.331B
-11.17%		2.732B
17.20%		2.931B
7.28%		3.946B
34.63%		4.346B
10.14%		4.763B
9.60%		4.532B
-4.85%		4.882B
7.72%
Operating Margin
ED operating margin by date.ED operating margin by date.
15.90%17.91%17.32%21.36%22.52%23.65%22.20%22.90%
EPS
YoY % growth
ED eps by date.ED eps by date.
5.06
11.21%		5.40
6.72%		5.72
5.93%		6.28
9.80%		6.68
6.33%		7.10
6.26%		7.56
6.60%		8.06
6.52%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27 Q1 / 28 Q2 / 28 Q3 / 28 Q4 / 28
EPS
Q2Q % growth		2.37
4.85%		0.70
5.10%		2.07
8.89%		1.09
22.55%		2.42
2.05%		0.80
13.16%		2.26
9.13%		1.25
14.65%		2.43
0.40%		0.90
12.32%		2.49
10.08%		1.37
9.47%
Revenue
Q2Q % growth		5.648B
17.72%		3.987B
10.90%		5.384B
18.85%		4.493B
12.47%		5.484B
-2.90%		4.093B
2.66%		4.619B
-14.21%		4.445B
-1.07%		N/AN/AN/AN/A
EBITDA
Q2Q % growth		1.891B
11.96%		1.131B
-24.35%		1.724B
-36.01%		1.354B
-51.71%		1.583B
-16.29%		950.18M
-15.99%		1.638B
-4.99%		N/AN/AN/AN/AN/A
EBIT
Q2Q % growth		1.36B
20.89%		676.39M
90.53%		1.249B
29.03%		845.99M
75.15%		1.381B
1.54%		786.92M
16.34%		987.77M
-20.92%		900.22M
6.41%		N/AN/AN/AN/A

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

ED Yearly Revenue VS EstimatesED Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 5B 10B 15B 20B
ED Yearly EPS VS EstimatesED Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2 4 6 8

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
7.45%
EPS Next 5 Year
7.09%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
6.20%
Revenue Next 5 Year
4.87%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
30.30%
EBIT Next 5 Year
19.18%
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

CONSOLIDATED EDISON INC / ED Forecast FAQ

What do analysts expect the price target to be for CONSOLIDATED EDISON INC (ED)?

27 analysts have analysed ED and the average price target is 112.68 USD. This implies a price increase of 3.53% is expected in the next year compared to the current price of 108.83.

When does CONSOLIDATED EDISON INC (ED) report earnings?

CONSOLIDATED EDISON INC (ED) will report earnings on 2026-05-07, after the market close.

What are the consensus estimates for CONSOLIDATED EDISON INC (ED) next earnings?

The consensus EPS estimate for the next earnings of CONSOLIDATED EDISON INC (ED) is 2.37 USD and the consensus revenue estimate is 5.65B USD.

What is the consensus rating for ED stock?

The consensus rating for CONSOLIDATED EDISON INC (ED) is 52.5926 / 100 . This indicates that analysts generally have a neutral outlook on the stock.