CONSOLIDATED EDISON INC
CONSOLIDATED EDISON INC (ED) has a dated report snapshot, but its current priced-in claim is temporarily suppressed because the live engine record is unavailable or has changed.
Con Edison is a regulated New York utility valued as an income compounder: it just raised its dividend 4.4% for the 52nd consecutive year (yield above 3%), reaffirmed 2026 adjusted EPS guidance of $6.00 to $6.20, and targets 6% to 7% five-year EPS growth funded by a growing electric and gas rate base. The price rests on the relative-multiple and growth frames, not the asset frames: trailing return on equity (about 8.4%) sits below the roughly 9.3% cost of equity, so book-return models mark the
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1,380 institutional managers reported holding ED in 13F filings for the quarter ended 2026-03-31. Together they hold about 72% of the company; the top 10 hold 43%. 154 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 13.4M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (6.1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ED's share count grew 5.1% over the past five years even with $1.01B spent on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting), raised 10 years straight; the current rate is $3.32 a share annually. Cash returned over the past three years: $3.11B in dividends and $10.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at ED over the trailing three years: 2023: 56 buys totaling $133k; 2024: 35 buys totaling $87k; 2025: 4 buys totaling $0k; 2026: 2 buys totaling $0k. 21 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ED's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | -4.3% | -3.3% |
| 2023-11-03 | +1.0% | +3.8% |
| 2024-02-16 | +0.6% | +5.1% |
| 2024-05-03 | +0.8% | -6.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ED's latest 8-K filings: 2026-07-02 (items 5.02, 9.01); 2026-06-03 (items 8.01, 9.01); 2026-05-20 (items 5.07); 2026-05-08 (items 1.01, 9.01); 2026-05-07 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.