ED

Consolidated EdisonD

NYSE / Utilities

At close

2026-07-22

Current thesis

Steady regulated cash flows, successful rate-case outcomes, and resumed modest growth in capital returns support upside to the high analyst targets; dividend remains attractive to income investors.

Posture

Defensive

Lead driver

Value

What changed

Value remains the lead driver in the composite, 7D delta -0.6.

What can break

Adverse state PSC rate-case rulings that lower allowed ROE

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $106.00 · Bull $128.00 · Bear $86.00

Data freshness

Prices

As of 2026-07-22

Fundamentals

As of 2026-07-22 • Vendor: Data Vendor v1

Scores

As of 2026-07-22 • Model: HYBRID_IC_RP

AI Memo

As of 2026-02-20 • Model: RankAlpha Sentiment AI

Investment thesis

As of 2026-07-22

Supporting evidence

What

Grade D · Defensive

Confidence Medium · Net Neutral

Target $112.16

Why

Momentum58 · Δ7d -10.7

Value51 · Δ7d -0.6

Sentiment39 · Δ7d +1.3

So what

Weak posture (Net Neutral). Prioritize risk control and patience.

Lead driver: Value · See fundamentals

Momentum

26% active weight

Current posture

7d trendFlat

Δ7d

-10.7

Δ21d

+6.2

Value

39% active weight

Current posture

7d trendFlat

Δ7d

-0.6

Δ21d

-0.2

Sentiment

34% active weight

Current posture

7d trendImproving

Δ7d

+1.3

Δ21d

-1.0

Why this grade

Composite grade D. Momentum 57.5 / Value 51.3 / Sentiment 39.4

Fundamentals (TTM)

As of 2026-07-22

Market Cap

$41.31B

Beta

0.38

Shares Out

368.53M

P/E (TTM)

17.2

P/S (TTM)

2.14

P/FCF (TTM) · Derived

-22.19

Rev YoY

+6.2%

EPS YoY

+12.6%

Gross Margin

+61.7%

Op Margin

+17.6%

Net Debt

$26.75B

Current Ratio

1.19

As of 2026-07-22 • Updated nightlySource: Internal modelMethodology