Consolidated Edison (ED)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
Fundamental grade
Five factors scored 1 to 9 from ED's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Consolidated Edison's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $13.7B | $15.7B | $14.7B | $15.3B | $16.9B |
| Net income | $1.3B | $1.7B | $2.5B | $1.8B | $2.0B |
| Free cash flow | -$1.2B | -$530M | — | — | — |
| EPS (diluted) | $3.85 | $4.66 | $7.21 | $5.24 | $5.64 |
| Operating margin | 20.7% | 16.7% | 21.8% | 17.5% | 17.3% |
Where the revenue comes from
Revenue by products, fiscal 2025.
Superinvestors who own ED
From each investor's latest 13F filing (what a 13F shows). 3 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Cliff Asness AQR Capital Management |
Added | $394M | 0.14% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Trimmed | $9M | 0.02% | Q2 2026 |
| Hersh Cohen ClearBridge Investments |
Held | $508,898 | 0.0% | Q2 2026 |
Insider buying
Open-market purchases by Consolidated Edison's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Sep 15, 2026 | Joseph Miller VP & Controller |
1 | $105.81 | $111 |
| Mar 16, 2026 | Joseph Miller |
1 | $115.55 | $116 |
| Jan 29, 2026 | Ro Khanna |
0 | $105.86 | — |
| Jan 29, 2026 | Ro Khanna |
0 | $105.86 | — |
| Dec 15, 2025 | Joseph Miller |
1 | $97.68 | $98 |
Get an alert at your buy price
Pick the price you'd be interested at. We'll email you when ED trades at or below it.
Free accounts get 3 price alerts. No card needed.
In the full deep dive
Questions
Are Consolidated Edison insiders buying the stock?
5 open-market insider purchases of ED in the last 12 months, from SEC Form 4 filings.
Which superinvestors own Consolidated Edison?
3 of the superinvestors Investingly tracks hold ED in their latest 13F, including Cliff Asness, Joel Greenblatt, Hersh Cohen.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.