Consolidated Edison Increases Quarterly Dividend by 4.4%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 27 2026
0mins
Should l Buy ED?
Source: seekingalpha
- Dividend Increase: Consolidated Edison has declared a quarterly dividend of $0.8875 per share, representing a 4.4% increase from the previous $0.8500, reflecting the company's ongoing commitment to stable cash flow and shareholder returns.
- Yield Analysis: This dividend adjustment results in a forward yield of 3.37%, providing investors with a relatively attractive return rate, thereby enhancing market interest in the stock.
- Shareholder Arrangement: The dividend will be payable on March 16, with a record date of February 18 and an ex-dividend date also on February 18, ensuring shareholders receive timely returns and further solidifying investor confidence.
- Market Environment Challenges: Despite facing pressure from New York regulators who slashed its rate request by over 85%, Consolidated Edison demonstrates resilience and adaptability in a complex market environment through its dividend growth.
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Analyst Views on ED
Wall Street analysts forecast ED stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ED is 101.18 USD with a low forecast of 86.00 USD and a high forecast of 114.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
1 Buy
5 Hold
5 Sell
Moderate Sell
Current: 108.870
Low
86.00
Averages
101.18
High
114.00
Current: 108.870
Low
86.00
Averages
101.18
High
114.00
About ED
Consolidated Edison, Inc. is an energy-delivery company. The Company, through its subsidiaries, Consolidated Edison Company of New York, Inc. (CECONY), Orange and Rockland Utilities, Inc. (O&R) and Con Edison Transmission, Inc., provides a range of energy-related products and services to its customers. CECONY is a regulated utility providing electric service in New York City and New York’s Westchester County, gas service in Manhattan, the Bronx, parts of Queens and parts of Westchester, and steam service in Manhattan. O&R and its utility subsidiary, Rockland Electric Company, provide electric service to customers in southeastern New York and northern New Jersey, a 1,300 square mile service area. O&R delivers gas to customers in southeastern New York. Con Edison Transmission, Inc. falls primarily under the oversight of the Federal Energy Regulatory Commission and manages, through joint ventures, both electric and gas assets while seeking to develop electric transmission projects.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Consolidated Edison Increases Quarterly Dividend by 4.4%
- Dividend Increase: Consolidated Edison has declared a quarterly dividend of $0.8875 per share, representing a 4.4% increase from the previous $0.8500, reflecting the company's ongoing commitment to stable cash flow and shareholder returns.
- Yield Analysis: This dividend adjustment results in a forward yield of 3.37%, providing investors with a relatively attractive return rate, thereby enhancing market interest in the stock.
- Shareholder Arrangement: The dividend will be payable on March 16, with a record date of February 18 and an ex-dividend date also on February 18, ensuring shareholders receive timely returns and further solidifying investor confidence.
- Market Environment Challenges: Despite facing pressure from New York regulators who slashed its rate request by over 85%, Consolidated Edison demonstrates resilience and adaptability in a complex market environment through its dividend growth.
See More
Consolidated Edison Declares Quarterly Dividend Increase
- Dividend Increase: Consolidated Edison announced a quarterly dividend of 88.75 cents per share, reflecting a 15-cent increase over the previous annualized dividend of $3.40, demonstrating the company's ongoing commitment to investor returns during the clean energy transition.
- Consecutive Increase Record: This dividend marks the 52nd consecutive annual increase, solidifying its position as the utility with the longest streak of dividend increases in the S&P 500, indicating strong financial performance and market confidence.
- Dividend Payout Ratio Target: The company continues to target a dividend payout ratio between 55% and 65% of adjusted earnings, ensuring financial flexibility while providing stable returns to shareholders amid future market challenges.
- Forward-Looking Statement: The company’s forward-looking statement indicates that actual results may differ materially due to various factors, emphasizing its commitment to transparency and compliance, ensuring investors are aware of potential risks.
See More
Con Edison Declares Quarterly Dividend Increase
- Dividend Increase: Con Edison declared a quarterly dividend of 88.75 cents per share, reflecting a 15-cent increase over the previous annualized dividend of $3.40, demonstrating the company's ongoing commitment to investor returns during the clean energy transition.
- Consecutive Growth Record: This marks the 52nd consecutive annual dividend increase, solidifying Con Edison's record for the longest streak of consecutive dividend increases among utilities in the S&P 500, thereby boosting investor confidence.
- Dividend Payout Ratio Target: The company maintains a target dividend payout ratio of 55% to 65% of adjusted earnings, ensuring a balance between providing reliable service and maintaining a healthy financial position.
- Forward-Looking Statement: The press release includes a forward-looking statement indicating that actual results may differ materially from expectations due to various factors, underscoring the company's commitment to transparency and compliance.
See More
UBS Increases Target Price for Consolidated Edison Inc. to $112, Up from $108
Company Overview: Consolidated Edison Inc. (Con Edison) is a major energy company serving the New York City area.
Recent Financial Update: The company has raised its price target for shares from $108 to $112, indicating positive market expectations.
See More
New York PSC Approves Consolidated Edison $234M Revenue Agreement
- Revenue Growth: Consolidated Edison will see revenue increases of $234 million in the first year and over $400 million in each of the following two years, while capping customer bill increases at the inflation rate to ensure affordability.
- Regulatory Adjustment: The New York PSC has cut Con Ed's electric delivery revenue request by over $1.37 billion, an 87% reduction, yet still allows for a 9.4% return on equity, reflecting support for the company's profitability.
- Customer-Centric Plan: This three-year rate plan aims to balance customer needs with company earnings, including provisions that further state and commission objectives while maintaining financial health for the company.
- Market Reaction: Despite the agreement supporting revenue growth, Con Ed's shares closed down 0.6% on Thursday after falling as much as 2.5% during trading, indicating market caution regarding the agreement.
See More
Utility Stocks See EPS Revisions Upward, Engie Receives A+ Rating
- Earnings Upgrades: As earnings season kicks off, utility stocks are seeing upward revisions in earnings estimates, with Engie SA and Iberdrola, S.A. receiving A+ ratings, indicating strong analyst confidence in their profit outlook.
- Analyst Confidence Rising: The EPS revision ratings reflect an increase in analysts' confidence regarding profitability, with Atmos Energy Corporation and AXIA Energia SA receiving A and A ratings respectively, suggesting improving earnings capabilities.
- Market Focus: Major utility stocks like Brookfield Infrastructure Partners and Sempra have also achieved A ratings in EPS revisions, drawing significant investor interest that could lead to stock price increases.
- Increased Investor Interest: Ameren Corporation and Consolidated Edison, rated A-, demonstrate ongoing market interest in their growth potential, which may influence future investment decisions.
See More
Consolidated Edison Increases Quarterly Dividend by 4.4%
- Dividend Increase: Consolidated Edison has declared a quarterly dividend of $0.8875 per share, representing a 4.4% increase from the previous $0.8500, reflecting the company's ongoing commitment to stable cash flow and shareholder returns.
- Yield Analysis: This dividend adjustment results in a forward yield of 3.37%, providing investors with a relatively attractive return rate, thereby enhancing market interest in the stock.
- Shareholder Arrangement: The dividend will be payable on March 16, with a record date of February 18 and an ex-dividend date also on February 18, ensuring shareholders receive timely returns and further solidifying investor confidence.
- Market Environment Challenges: Despite facing pressure from New York regulators who slashed its rate request by over 85%, Consolidated Edison demonstrates resilience and adaptability in a complex market environment through its dividend growth.
See More
Consolidated Edison Declares Quarterly Dividend Increase
- Dividend Increase: Consolidated Edison announced a quarterly dividend of 88.75 cents per share, reflecting a 15-cent increase over the previous annualized dividend of $3.40, demonstrating the company's ongoing commitment to investor returns during the clean energy transition.
- Consecutive Increase Record: This dividend marks the 52nd consecutive annual increase, solidifying its position as the utility with the longest streak of dividend increases in the S&P 500, indicating strong financial performance and market confidence.
- Dividend Payout Ratio Target: The company continues to target a dividend payout ratio between 55% and 65% of adjusted earnings, ensuring financial flexibility while providing stable returns to shareholders amid future market challenges.
- Forward-Looking Statement: The company’s forward-looking statement indicates that actual results may differ materially due to various factors, emphasizing its commitment to transparency and compliance, ensuring investors are aware of potential risks.
See More
Con Edison Declares Quarterly Dividend Increase
- Dividend Increase: Con Edison declared a quarterly dividend of 88.75 cents per share, reflecting a 15-cent increase over the previous annualized dividend of $3.40, demonstrating the company's ongoing commitment to investor returns during the clean energy transition.
- Consecutive Growth Record: This marks the 52nd consecutive annual dividend increase, solidifying Con Edison's record for the longest streak of consecutive dividend increases among utilities in the S&P 500, thereby boosting investor confidence.
- Dividend Payout Ratio Target: The company maintains a target dividend payout ratio of 55% to 65% of adjusted earnings, ensuring a balance between providing reliable service and maintaining a healthy financial position.
- Forward-Looking Statement: The press release includes a forward-looking statement indicating that actual results may differ materially from expectations due to various factors, underscoring the company's commitment to transparency and compliance.
See More
UBS Increases Target Price for Consolidated Edison Inc. to $112, Up from $108
Company Overview: Consolidated Edison Inc. (Con Edison) is a major energy company serving the New York City area.
Recent Financial Update: The company has raised its price target for shares from $108 to $112, indicating positive market expectations.
See More
New York PSC Approves Consolidated Edison $234M Revenue Agreement
- Revenue Growth: Consolidated Edison will see revenue increases of $234 million in the first year and over $400 million in each of the following two years, while capping customer bill increases at the inflation rate to ensure affordability.
- Regulatory Adjustment: The New York PSC has cut Con Ed's electric delivery revenue request by over $1.37 billion, an 87% reduction, yet still allows for a 9.4% return on equity, reflecting support for the company's profitability.
- Customer-Centric Plan: This three-year rate plan aims to balance customer needs with company earnings, including provisions that further state and commission objectives while maintaining financial health for the company.
- Market Reaction: Despite the agreement supporting revenue growth, Con Ed's shares closed down 0.6% on Thursday after falling as much as 2.5% during trading, indicating market caution regarding the agreement.
See More
Utility Stocks See EPS Revisions Upward, Engie Receives A+ Rating
- Earnings Upgrades: As earnings season kicks off, utility stocks are seeing upward revisions in earnings estimates, with Engie SA and Iberdrola, S.A. receiving A+ ratings, indicating strong analyst confidence in their profit outlook.
- Analyst Confidence Rising: The EPS revision ratings reflect an increase in analysts' confidence regarding profitability, with Atmos Energy Corporation and AXIA Energia SA receiving A and A ratings respectively, suggesting improving earnings capabilities.
- Market Focus: Major utility stocks like Brookfield Infrastructure Partners and Sempra have also achieved A ratings in EPS revisions, drawing significant investor interest that could lead to stock price increases.
- Increased Investor Interest: Ameren Corporation and Consolidated Edison, rated A-, demonstrate ongoing market interest in their growth potential, which may influence future investment decisions.
See More
