Consolidated Edison, Inc. (ED): Monthly Stock Report - October 26, 2025

Consolidated Edison, Inc. (NYSE: ED), a cornerstone in the regulated electric utility industry, has established its dominance over nearly two centuries of operation. Headquartered in New York City, the company serves approximately 3.7 million electric customers across New York City and Westchester County and provides gas services to about 1.1 million customers in various Manhattan neighborhoods. With a diversified customer base encompassing industrial, commercial, residential, and government sectors, Consolidated Edison is deeply embedded in the fabric of the energy landscape. This report delves into the company's recent stock performance, financial metrics, and market sentiment, providing insights for retail investors navigating this complex industry.

52-Week Price Performance Analysis

The 52-week stock performance of Consolidated Edison, Inc. (ED) reflects a volatile yet largely sideways trading pattern. Over the past year, the stock reached a peak of $114.87 before experiencing a pronounced decline, dropping as low as $87.28 in July. The current trading price of $100.345 places the stock approximately 12.45% lower than its yearly peak.

Analyzing the chart, the stock has oscillated around the $100 mark, which functions as a critical psychological resistance and support level. Key observations from the technical analysis include:

• Support Levels: The $95 level has emerged as a key support point, where the stock rejuvenated after a mid-year decline.

• Resistance Levels: The $110 level has proven to be firm resistance, repeatedly tested during bullish phases but unable to be sustained.

• Moving Averages: The current price is close to its fifty-day moving average, which is around $99.35, signaling a lack of strong directional momentum. The convergence of the moving average with the current price indicates a consolidation phase, where a breakout may be necessary to define further trends.

Given the fluctuating performance, investors should take note that the lack of significant volume surges and breakout patterns reflects cautious investor sentiment, awaiting stronger signals for decisive action.

Financial Performance and Metrics

52-Week Price Performance Chart

Turning to financial health, Consolidated Edison showcases a robust operational foundation with total revenue reported at approximately $16.15 billion and an EBITDA of around $5.75 billion. These figures reflect a stable revenue stream, critical for companies operating within the complex regulatory environment of utilities.

Key Financial Metrics: - Shares Outstanding: 360,651,665 - Shares Held Short: 9,060,438, accounting for 3.27% of the float shares, indicating limited short-selling pressure and an underlying investor confidence. - Current Stock Price: $100.345, with a projected target high price of $128.00, implying a potential upside.

The potential for growth is tempered by industry challenges, including regulatory hurdles and shifting energy demands. Yet the strong financial metrics, including a steady revenue stream, position the company to weather these challenges adequately.

Recent News and Developments

Recent updates surrounding Consolidated Edison include the declaration of a quarterly dividend of $0.85 per share, set for payment on December 15, 2025, to shareholders on record as of November 19, 2025. This is a testament to the company's ongoing commitment to provide value to its investors.

However, the market response has been mixed. On October 24, 2025, ED's stock closed at $100.04, experiencing a slight decline of 0.75% from the prior day. During the trading session, the stock reached a daily range of between $99.84 and $101.36. Notably, Morgan Stanley recently revised its price target for ED, lowering it from $93.00 to $92.00, while maintaining an "underweight" rating. Such shifts in analyst sentiment underscore the cautious outlook towards the stock amid fluctuating market conditions.

Market Sentiment and Analyst Recommendations

Market sentiment surrounding Consolidated Edison is currently one of cautious optimism. Analysts have largely issued a "hold" recommendation with a mean score of 3.1875, suggesting a consensus for cautious investment. The target mean price is set at $104.71, indicating expectations of stabilization around this level. Furthermore, the stock has a target low price of $90.00 alongside the target high price of $128.00, suggesting potential for a considerable range of future performance.

To sum up, with 14 analysts contributing insights, the data points toward a blend of cautious positioning in light of a steady operational framework. However, the clouds of uncertainty due to market volatility and mixed analyst sentiment may suggest potential risks for retail investors considering new positions in the stock.

Conclusion: Weighing Opportunities and Risks

In conclusion, while Consolidated Edison, Inc. presents robust financial metrics and an established market presence, the mixed analyst sentiment combined with fluctuations in stock performance unveils a landscape of both opportunities and risks. The company's target prices highlight potential upside for long-term investors, yet the current market conditions necessitate a careful approach.

Investors should weigh the potential for growth against the challenges within the utilities sector, informed by ongoing regulatory developments and market-moving events. As the company prepares for its quarterly dividend payout and aims to stabilize around its target prices, retail investors are encouraged to stay vigilant and informed, aligning their strategies with market signals and analyst recommendations.

This structured investment analysis aims to equip retail investors with comprehensive insights into Consolidated Edison, Inc. as of October 26, 2025.