ED
Utilities · Utilities - Regulated Electric
Performance
ED (ED) Stock Analysis 2026
Rule-based · Updated daily · Not financial advice
ED (ED) operates in the Utilities - Regulated Electric space within the Utilities sector. With a market cap of $40.2B, it qualifies as a mid-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.
- Forward P/E (16.8×) is lower than trailing P/E (18.4×) — analysts expect earnings to improve
- Revenue growth of 6% YoY shows solid business momentum
- Healthy profit margin of 12.5%
- Dividend yield of 3.23% provides consistent income on top of price appreciation
- Low beta of 0.27 — less volatile than the market, suitable for conservative portfolios
- High debt-to-equity of 106.18× increases financial risk, especially with elevated interest rates
Verdict
Strong Buy
Multiple fundamental strengths with few red flags. Long-term buyers may find this compelling.
AI Insight
Powered by ClaudeAI-generated analysis for informational purposes only. Not financial advice.
Related Articles
Revenue & Results
Dividends
Current DY
3.23%
5Y Avg Annual
$2.9792
Last Payment
$0.8880
Ex-Date
05/13/2026
Annual dividends paid per share
| Ex-Date | Payment | Amount | Est. DY |
|---|---|---|---|
Latest05/13/2026 | 06/15/2026 | $0.8880 | 3.26% |
02/18/2026 | 03/23/2026 | $0.8880 | 3.26% |
11/19/2025 | 12/22/2025 | $0.8500 | 3.12% |
08/13/2025 | 09/15/2025 | $0.8500 | 3.12% |
05/14/2025 | 06/16/2025 | $0.8500 | 3.12% |
02/19/2025 | 03/24/2025 | $0.8500 | 3.12% |
11/13/2024 | 12/16/2024 | $0.8300 | 3.04% |
08/14/2024 | 09/16/2024 | $0.8300 | 3.04% |
Magic Number
Shares needed to self-fund your next purchase
$109.11
Price
$0.8880
Last div. (quarterly)
123
shares
Own 123 ED shares ($13,419.92) and each quarterly dividend pays for 1 new share — the snowball runs on its own.
Investment target
$13,419.92
New shares / year
+4 shares
If You Had Invested…
Hypothetical return based on historical prices
* Dividend reinvestment calculated at ex-date price. For informational purposes only.
Earnings
Next Earnings
Aug 6, 2026
51
days
EPS (TTM)
$5.94
P/E (TTM)
18.4
Fwd P/E
16.8
Earnings History
SEC EDGAR · official filings
SEC Filings
Official EDGAR documents
Key Statistics
Valuation
Trading
Dividends
Profitability
Balance Sheet
Fair Value Estimates
Current price: $109.11
Graham Number
√(22.5 × EPS × Book Value)
$96.42
Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.
Bazin Ceiling Price
Avg. Annual DPS (5Y) ÷ 6%
$54.07
Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.
These are simplified estimates. Not financial advice.
Buy & Hold Checklist
Quality criteria for long-term holding
8/10
80% score
Pays dividends
15Y hist.15+ years of dividend history
Dividend consistency (5Y+)
15 yrsUninterrupted dividend payments for at least 5 years
ROE above 10%
8.7%Return on equity — measures how efficiently capital is used
Positive profit margin
12.5%Net profit margin must be positive — company earns more than it spends
Revenue growth (annual)
+6.2%Annual revenue must be growing compared to the prior year
Earnings growth (annual)
+12.9%Annual earnings must be growing compared to the prior year
Debt/Equity below 2×
106.18×Low financial leverage reduces risk of distress
Current ratio above 1
1.19×Short-term assets must cover short-term liabilities
Daily liquidity above $5M
$239M/dayHigh trading volume ensures easy entry and exit
Dividend yield above 0%
3.23%Stock must distribute income to shareholders
Related Assets
Utilities
About ED
Consolidated Edison, Inc., through its subsidiaries, engages in the regulated electric, gas, and steam delivery businesses in the United States. The company offers electric services to approximately 3.7 million customers in New York City and Westchester County; gas to approximately 1.1 million customers in Manhattan, the Bronx, parts of Queens, and Westchester County; and steam to approximately 1,490 customers in parts of Manhattan. It also supplies electricity to approximately 0.3 million customers in southeastern New York and northern New Jersey; and gas to approximately 0.1 million customers in southeastern New York. In addition, the company operates 552 circuit miles of transmission lines; 16 transmission substations; 63 distribution substations; 89,675 in-service line transformers; 3,764 pole miles of overhead distribution lines; and 2,417 miles of underground distribution lines, as well as 4,374 miles of mains and 379, 939 service lines for natural gas distribution. Further, it invests in electric and gas transmission projects. The company primarily sells electricity to industrial, commercial, residential, and government customers. Consolidated Edison, Inc. was founded in 1823 and is based in New York, New York.
Sector
Utilities
Industry
Utilities - Regulated Electric
Location
New York, United States
Employees
15,407