Aug. 2 at 7:03 PM
"Heads up alert! Upcoming earnings on Thursday, 8/7/2025 for
$ED
Neutral (5.2)
Financial Analysis:
Consolidated Edison Inc.
(ED) is currently experiencing mixed sentiment in the market, as evidenced by the recent movements in its stock and options trading.
The company's P/E ratio stands at approximately 19.5, which is slightly above the industry average of around 17, indicating that the stock might be somewhat overvalued compared to its peers.
However, the EPS growth forecast for the next fiscal year is modest, with analysts predicting a low single-digit percentage increase.
This aligns with the revenue forecast, which suggests a steady but unspectacular growth trajectory, not exceeding a 3% annual increase.
Despite the reduced price target from KeyBanc, which lowered its expectation from
$90 to
$88, the Overweight rating suggests that there is still confidence in the company’s robust infrastructure and its ability to generate stable cash flow.
Compared to other notable players in the sector, such as CMS Energy and American Electric Power, Consolidated Edison is seen as a reliable, albeit conservative, investment due to its consistent dividend payments and stable operational performance.
Upcoming Earnings Report:
Consolidated Edison is scheduled to release its second-quarter earnings on August 7, 2025.
Historically, the company has shown stable earnings performance, often meeting or slightly exceeding analyst consensus estimates.
For the upcoming report, analysts are expecting a modest increase in the bottom line, driven by steady operational efficiencies and demand for electrical infrastructure.
However, the prevailing high costs and regulatory challenges could pose risks to outperforming these expectations.
Investors should closely monitor the earnings call for insights into the company's long-term strategy and any adjustments in financial guidance.
Sector Performance:
The energy sector, to which Consolidated Edison belongs, has recently experienced a slight downturn, with the NYSE Energy Sector Index down by 0.3%.
This decline reflects broader market challenges such as fluctuating energy prices, regulatory pressures, and infrastructure-related concerns, including those highlighted by recent power grid strains.
Despite these headwinds, certain companies within the sector, like CMS Energy, have managed to outperform, suggesting that there are opportunities for growth and resilience within the current landscape.
Overall, the sector's performance remains mixed, with a cautious outlook for the near term.
- Funds were net buyers of
$ED during the previous reporting quarter.
- Funds with large holdings in
$ED include:
- Canada Pension , MV:
$68MM. Fund Rank: 76%
- Point72 Asset Management LP, MV:
$65MM. New position. Fund Rank: 96%
www.point72.com
- Aventail Capital, MV:
$51MM. Fund Rank: 69%
- Adage Capital P, MV:
$27MM. New position. Fund Rank: 86%
www.adagecapital.com
- Soros Fund Management LLC, MV:
$25MM. New position. Fund Rank: 55%
- Last 10 days performance: 0%
- Last 30 days performance: 4%
- Last 90 days performance: -5%
Some of the latest news articles:
- Title: Consolidated Edison (ED) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Publication Date: 7/31/2025 2:00:09 PM, Source: yahoo
URL: https://finance.yahoo.com/news/consolidated-edison-ed-earnings-expected-140009669.html?.tsrc=rss
- Title: Do Options Traders Know Something About Consolidated Edison Stock We Don't?
Publication Date: 7/30/2025 5:13:00 PM, Source: yahoo
URL: https://finance.yahoo.com/news/options-traders-know-something-consolidated-171300849.html?.tsrc=rss
- Title: KeyBanc Lowers Consolidated Edison, Inc. (ED) Price Target
Publication Date: 7/28/2025 1:59:21 PM, Source: yahoo
URL: https://finance.yahoo.com/news/keybanc-lowers-consolidated-edison-inc-135921788.html?.tsrc=rss
- Title: Xcel Energy to Release Q2 Earnings: Here's What You Need to Know
Publication Date: 7/25/2025 12:39:00 PM, Source: yahoo
URL: https://finance.yahoo.com/news/xcel-energy-release-q2-earnings-123900350.html?.tsrc=rss
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