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In early May 2026, Consolidated Edison filed a US$2.00 billion at-the-market follow-on common stock offering and reported first-quarter 2026 results showing higher revenue, net income, and earnings per share than a year earlier. Together with ongoing infrastructure investments and stronger demand trends, these developments have coincided with an improved analyst outlook and relative outperformance within the Utilities sector. Next, we’ll explore how this combination of stronger earnings and a sizeable at-the-market equity program shapes Consolidated Edison’s investment narrative. Outshine the giants: these 16 early-stage AI stocks could fund your retirement. To own Consolidated Edison today, you need to be comfortable with a slow‑and‑steady, regulated utility story where modest earnings growth and dividends do most of the work. The latest Q1 2026 numbers, with higher revenue, net income and EPS, keep that narrative intact and help explain why the stock has recently outpaced much of the Utilities sector. The new US$2.00 billion at‑the‑market equity program is more of a mixed development: it supports ongoing grid and infrastructure spending, but it also raises the prospect of dilution and puts a brighter spotlight on how efficiently that new capital is deployed. In the near term, key catalysts and risks now sit around regulatory outcomes, execution on those investments and whether the balance between funding growth and protecting existing shareholders is handled well. However, investors should be aware of how this sizeable equity program could affect per‑share outcomes. Despite retreating, Consolidated Edison's shares might still be trading above their fair value and there could be some more downside. Discover how much. Two Simply Wall St Community fair value estimates cluster tightly between about US$107.06 and US$111.19, underscoring how closely some private investors view Con Edison’s worth. Set against the new US$2.00 billion equity program and the ongoing need to fund infrastructure, this range invites you to weigh how dilution and regulated returns might influence the company’s future performance and to compare multiple viewpoints before deciding where you stand. Explore 2 other fair value estimates on Consolidated Edison - why the stock might be worth as much as 6% more than the current price! Don't just follow the ticker - dig into the data and build a...

Consolidated Edison (ED) reported Thursday Q1 adjusted earnings of $2.18 per diluted share, down fro

NEW YORK, May 7, 2026 /PRNewswire/ -- Consolidated Edison, Inc. (Con Edison) (NYSE: ED) today reported 2026 first quarter net income for common stock of $924 million or $2.55 a share compared with $791 million or $2.26 a share in the 2025 first quarter. Adjusted earnings (non-GAAP) were $790 million or $2.18 a share in the 2026 period compared with $792 million or $2.26 a share in the 2025 period. Adjusted earnings and adjusted earnings per share in the 2026 period exclude transaction costs associated with the strategic alternatives review of Con Edison's equity investments in Mountain Valley Pipeline, LLC (MVP) and Honeoye Storage Corporation (Honeoye) and the gain on the sale of Con Edison's equity interest in MVP. Adjusted earnings and adjusted earnings per share in the 2026 and 2025 periods exclude accretion of the basis difference of Con Edison's equity interest in MVP. Adjusted earnings and adjusted earnings per share in the 2025 period exclude the effects of hypothetical liquidation at book value (HLBV) accounting for tax equity investments. "Our first-quarter results reflect the strength and durability of our regulated businesses, with reaffirmed adjusted earnings per share guidance driven by continued operational excellence and industry-leading reliability," said Tim Cawley, Chairman and CEO of Con Edison. "We deliver essential energy services to the nation's largest and most economically significant market, and the performance of our system underscores the value of disciplined investment. "Electrification of heating and transportation is accelerating at an unprecedented pace, driven by years of state and local policy that have been reinforced by strong customer preference and sustained economic growth in our region," Cawley added. "We are investing proactively to meet this growth - building new substations, maintaining robust design standards in our networks and fortifying our system against extreme weather - while managing costs and supporting affordability. Our dedicated team, technical expertise, operational efficiency, and investment strategy continue to drive long-term value for our investors, customers and communities." "As our customers adopt cleaner energy technologies, we remain focused in 2026 on delivering value for customers and shareholders through disciplined execution of our three-year investment plan at Con Edison of New York," said...

Consolidated Edison (ED) came out with quarterly earnings of $2.17 per share, missing the Zacks Consensus Estimate of $2.32 per share. This compares to earnings of $2.25 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -6.63%. A quarter ago, it was expected that this utility would post earnings of $0.84 per share when it actually produced earnings of $0.89, delivering a surprise of +5.95%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Con Ed, which belongs to the Zacks Utility - Electric Power industry, posted revenues of $5.1 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 2.98%. This compares to year-ago revenues of $4.8 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Con Ed shares have added about 7.6% since the beginning of the year versus the S&P 500's gain of 7.6%. While Con Ed has performed in line with the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Con Ed was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks...

For the quarter ended March 2026, Consolidated Edison (ED) reported revenue of $5.1 billion, up 6.2% over the same period last year. EPS came in at $2.17, compared to $2.25 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $4.95 billion, representing a surprise of +2.98%. The company delivered an EPS surprise of -6.63%, with the consensus EPS estimate being $2.32. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Con Ed performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Operating revenues- O&R: $441 million versus the two-analyst average estimate of $368.83 million. The reported number represents a year-over-year change of +23.9%. Operating revenues- CECONY: $4.65 billion versus $4.57 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +4.8% change. Operating Income- O&R: $76 million versus $67.5 million estimated by two analysts on average. Operating Income- CECONY: $1.11 billion versus $1.1 billion estimated by two analysts on average. View all Key Company Metrics for Con Ed here>>> Shares of Con Ed have returned -5.9% over the past month versus the Zacks S&P 500 composite's +11.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Consolidated Edison Inc (ED) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Consolidated Edison, Inc. ED reported first-quarter 2026 adjusted earnings of $2.17 per share, which missed the Zacks Consensus Estimate of $2.32 by 6.6%. The bottom line declined 3.6% from $2.25 recorded in the prior-year quarter. The company reported GAAP earnings of $2.55 per share, up from $2.26 recorded in the year-ago quarter. In the reported quarter, Consolidated Edison's total operating revenues of $5.1 billion surpassed the Zacks Consensus Estimate of $4.95 billion by 3%. The top line increased 6.2% from $4.8 billion reported in the year-ago quarter. Consolidated Edison Inc price-consensus-eps-surprise-chart | Consolidated Edison Inc Quote Electric revenues totaled $3.04 billion, which increased 4.8% from the year-ago quarter’s figure of $2.9 billion. Gas revenues amounted to $1.62 billion, which surged 5.2% from the year-ago quarter’s figure of $1.54 billion. Steam revenues totaled $432 million, which rose 22% from the year-ago quarter’s figure of $354 million. Non-utility revenues amounted to $1 million compared to nil revenues in the year-ago quarter. Total operating expenses in the first quarter increased 6.8% year over year to $3.92 billion. Purchase power costs rose 4.9%. Other operations and maintenance expenses decreased 1.3%. Depreciation and amortization expenses jumped 1.4%. Taxes, other than income taxes, went up 9.3% year over year. Fuel expenses surged 48.8% year over year and the cost of gas purchased for resale rose 17.7%. The company’s first-quarter operating income went up 4.6% year over year to $1.18 billion. During the first quarter, the company completed the sale of its nearly 6.6% interest in Mountain Valley Pipeline, LLC (“MVP”) to the two founding members of MVP for total aggregate consideration of $357.5 million, before certain closing adjustments and expenses. Cash and temporary cash investments as of March 31, 2026, totaled $0.15 billion compared with $1.63 billion as of Dec. 31, 2025. The company’s long-term debt was $25.554 billion as of March 31, 2026, compared with $25.551 billion as of 2025-end. Cash from operating activities in the first three months of 2026 amounted to $128 million compared with $763 million in the prior-year period. Consolidated Edison has reaffirmed its 2026 guidance. It expects adjusted earnings to be in the range of $6.00-$6.20 per share. The Zacks Consensus Estimate for 2026 earnings is pegged...

NEW YORK (AP) — NEW YORK (AP) — Consolidated Edison Inc. (ED) on Thursday reported first-quarter profit of $924 million. On a per-share basis, the New York-based company said it had net income of $2.54. Earnings, adjusted for non-recurring gains, came to $2.17 per share. The results missed Wall Street expectations. The average estimate of five analysts surveyed by Zacks Investment Research was for earnings of $2.32 per share. The utility posted revenue of $5.1 billion in the period, which topped Street forecasts. Three analysts surveyed by Zacks expected $4.95 billion. Con Ed expects full-year earnings in the range of $6 to $6.20 per share. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on ED at https://www.zacks.com/ap/ED

NiSource (NI) came out with quarterly earnings of $1.06 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.98 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +0.47%. A quarter ago, it was expected that this energy holding company would post earnings of $0.49 per share when it actually produced earnings of $0.51, delivering a surprise of +4.08%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. NiSource, which belongs to the Zacks Utility - Electric Power industry, posted revenues of $2.37 billion for the quarter ended March 2026, missing the Zacks Consensus Estimate by 2.47%. This compares to year-ago revenues of $2.17 billion. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. NiSource shares have added about 15.4% since the beginning of the year versus the S&P 500's gain of 6%. While NiSource has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for NiSource was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It wil...

Wall Street analysts forecast that Consolidated Edison (ED) will report quarterly earnings of $2.32 per share in its upcoming release, pointing to a year-over-year increase of 3.1%. It is anticipated that revenues will amount to $4.95 billion, exhibiting an increase of 3.1% compared to the year-ago quarter. Over the last 30 days, there has been an upward revision of 3.4% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe. Before a company reveals its earnings, it is vital to take into account any changes in earnings projections. These revisions play a pivotal role in predicting the possible reactions of investors toward the stock. Multiple empirical studies have consistently shown a strong association between trends in earnings estimates and the short-term price movements of a stock. While it's common for investors to rely on consensus earnings and revenue estimates for assessing how the business may have performed during the quarter, exploring analysts' forecasts for key metrics can yield valuable insights. That said, let's delve into the average estimates of some Con Ed metrics that Wall Street analysts commonly model and monitor. Analysts' assessment points toward 'Operating revenues- O&R' reaching $368.83 million. The estimate points to a change of +3.6% from the year-ago quarter. The collective assessment of analysts points to an estimated 'Operating revenues- CECONY' of $4.57 billion. The estimate suggests a change of +2.8% year over year. Analysts expect 'Operating Income- O&R' to come in at $67.50 million. Compared to the current estimate, the company reported $62.00 million in the same quarter of the previous year. Analysts forecast 'Operating Income- CECONY' to reach $1.10 billion. Compared to the present estimate, the company reported $1.07 billion in the same quarter last year. View all Key Company Metrics for Con Ed here>>> Con Ed shares have witnessed a change of -4.4% in the past month, in contrast to the Zacks S&P 500 composite's +9.5% move. With a Zacks Rank #3 (Hold), ED is expected closely follow the overall market performance in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> . Want the latest recommendations from Zacks Investment Researc...

Consolidated Edison (ED) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The earnings report, which is expected to be released on May 7, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This utility is expected to post quarterly earnings of $2.32 per share in its upcoming report, which represents a year-over-year change of +3.1%. Revenues are expected to be $4.95 billion, up 3.1% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 4.51% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is signif...

Rogers Communications RCI reported first-quarter 2026 adjusted earnings of 74 cents per share, beating the Zacks Consensus Estimate by 1.37% and up 7.2% year over year. Revenues of $4.00 billion beat the consensus mark by 1.39% and increased 15.3% year over year. In domestic currency (Canadian dollar), adjusted earnings increased 2% year over year to C$1.01 per share. Total revenues increased 10.2% year over year to C$5.48 billion, primarily driven by growth in the Media businesses. Total service revenues increased 10.5% year over year to $4.91 billion in the quarter. Rogers Communication, Inc. price-consensus-eps-surprise-chart | Rogers Communication, Inc. Quote Wireless revenues (47.3% of total revenues) increased 1.8% year over year to C$2.59 billion. Wireless Service revenues rose 0.2% to C$2.03 billion. Equipment revenues increased 8.1% to $560 million. Monthly mobile phone ARPU was C$55.6, down 2.4% year over year. As of March 31, 2026, the prepaid mobile phone subscriber base totaled 1.21 million, an increase of 76K subscribers year over year. The monthly churn rate was 4.02% compared with 3.34% reported in the year-ago quarter. As of March 31, 2026, the postpaid wireless subscriber base totaled 11.02 million, representing net additions of 244K subscribers year over year. The monthly churn rate was 1.22% compared with 1.01% in the year-ago quarter. Segment operating expenses increased 2.8% year over year to C$1.27 billion. Adjusted EBITDA increased 0.9% year over year to C$1.32 billion. Adjusted EBITDA margin expanded 40 basis points (bps) on a year-over-year basis to 65.1%. Cable revenues (35.5% of total revenues) increased 0.7% year over year to C$1.95 billion. Service revenues grew 0.7% year over year to C$1.94 billion. Equipment revenues decreased 9.1% on a year-over-year basis to C$10 million. As of March 31, 2026, the retail Internet subscriber count was nearly 4.504 million, representing a net increase of 208K subscribers year over year. As of March 31, 2026, total Smart Home Monitoring subscribers reached 157K, indicating an increase of 19K subscribers. The total Home Phone subscriber count was nearly 1.36 million, reflecting a loss of 122K customers in the reported quarter. Monthly ARPA was C$133.16, lower than the C$136.97 reported in the year-ago quarter. Segment operating expenses declined 0.1% year over year to C$826 million. Adjusted EBI...

CenterPoint Energy, Inc. CNP is slated to report first-quarter 2026 results on April 23, 2026, before market open. The company delivered a negative earnings surprise of 2.17% in the last reported quarter. Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results. Increased capital spending by CenterPoint Energy has likely reinforced its infrastructure base and strengthened service reliability. Ongoing initiatives, including system upgrades, equipment modernization and grid hardening efforts, have reduced outage durations and improved operational efficiency. These advancements are expected to favorably impact the company’s first-quarter results. Rising demand from industrial customers, along with expanding data center operations and transportation electrification initiatives, is likely to have supported the company’s overall revenues in the soon-to-be-reported quarter. Profitable returns from earlier investments, along with strong sales growth expectations, are likely to have strengthened CenterPoint Energy’s overall earnings performance. The majority of CNP’s service territories experienced warmer-than-normal temperature patterns for most of the first quarter. Such a weather pattern is expected to have hurt electricity demand for heating purposes this winter, which is likely to have weighed on the company’s top-line performance. Higher interest expenses and financing costs are likely to have offset some of the positives in the first quarter. CenterPoint Energy, Inc. price-eps-surprise | CenterPoint Energy, Inc. Quote The Zacks Consensus Estimate for earnings is pegged at 61 cents per share, indicating a year-over-year increase of 15.1%. The consensus estimate for revenues is pinned at $3.05 billion, implying a 4.6% improvement year over year. The Zacks Consensus Estimate for the total electric throughput stands at 25,120 gigawatt-hours, up 1.5% from the figure registered in the year-ago quarter. The Zacks Consensus Estimate for total natural gas throughput is pinned at 271 billion cubic feet, up 1.5% year over year. Our proven model predicts an earnings beat for CenterPoint Energy this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here, as you will see below. Earnings ESP: CNP has an Earnings ESP of +1.64%. You...