CONSOLIDATED EDISON INC(ED)— Stock Profile, AI Score & Financials
Utilities · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
CONSOLIDATED EDISON INC (ED) stock profile, AI quality score, and SEC EDGAR financial data, a Utilities sector company. 13F Pro's AI-powered ranking engine scores ED at 67.3/100 on a 32-signal composite quality model, placing it at rank #369 of 2,961 stocks — the top 25% of the AI-ranked universe. ED scores in the top quartile across revenue scale (91.5), institutional flow (81.1), free cash flow (77.7). Areas of concern include earnings quality (33.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), CONSOLIDATED EDISON INC reports quarterly revenue of $5.1B, net income of $924.0M, an operating margin of 23.1%. Top institutional holders of ED by reported 13-F value include BlackRock, STATE STREET, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. ED trades on the NYSE exchange and files with the SEC under CIK 1047862. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ED daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for CONSOLIDATED EDISON INC directly from SEC EDGAR.
AI Quality Score
67.3/100
AI Rank
#369
Revenue
$5.1B
Net Income
$924.0M
Operating Margin
23.1%
ED key financials by period
CONSOLIDATED EDISON INC reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$16.9B
$2.0B
17.3%
FY 2024
10-K
$15.3B
$1.8B
17.5%
FY 2023
10-K
$14.7B
$2.5B
21.8%
FY 2022
10-K
$15.7B
$1.7B
16.8%
FY 2021
10-K
$13.7B
$1.3B
20.7%
FY 2020
10-K
$12.2B
$1.1B
21.7%
Institutions holding ED
Institutional investors reporting a position in CONSOLIDATED EDISON INC on SEC Form 13F.
Institution
Shares
Value
Reported
BlackRock
41,665,829
$4.6B
2026-06-30
STATE STREET
25,094,015
$2.8B
2026-06-30
VANGUARD CAPITAL MANAGEMENT
24,085,197
$2.7B
2026-06-30
VANGUARD PORTFOLIO MANAGEMENT
19,117,849
$2.1B
2026-06-30
GEODE CAPITAL MANAGEMENT
10,685,732
$1.2B
2026-06-30
LAZARD ASSET MANAGEMENT
8,418,678
$931.4M
2026-06-30
DEUTSCHE BANK AG\
6,771,976
$749.2M
2026-06-30
PRICE T ROWE ASSOCIATES
5,638,183
$623.8M
2026-06-30
MORGAN STANLEY
5,518,074
$610.5M
2026-06-30
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
AI-extracted from the 10-Q filed 2026-08-06 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Con Edison's Q2 FY2026 revenue rose 13% YoY to $4.07B and operating income jumped from $355M to $552M as electric/gas/steam rate plan increases and cost recovery outpaced higher purchased power and tax expenses.
Biggest Revenue Drivers
Electric$3,139M+13% YoY
Driven by higher purchased power expenses, amortization of deferred costs, higher unbilled revenue, and an increase in revenues from the electric rate plan
Gas$811M+14% YoY
Higher gas non-firm revenues, an increase in revenue from the gas rate plan, and amortization of deferred costs
Biggest Revenue Drivers
Total revenue: $4.07B+13% YoY
Electric$3,139M+13% YoY
Driven by higher purchased power expenses, amortization of deferred costs, higher unbilled revenue, and an increase in revenues from the electric rate plan
Gas$811M+14% YoY
Higher gas non-firm revenues, an increase in revenue from the gas rate plan, and amortization of deferred costs
Steam$118M+11% YoY
An increase in revenue from the steam rate plan and higher fuel and purchased power expenses recovered in rates
Non-utility$1Mflat YoY
Largest Expense Items
Taxes, other than income taxes$977M+9% YoY
Primarily higher property taxes and higher state and local revenue taxes
Other operations and maintenance$913M-1% YoY
Lower pension and postretirement benefit costs and lower surcredits for assessments/fees, offset in part by higher injuries and damages costs
Purchased power$837M+29% YoY
Higher unit costs and higher purchased volumes
Margins: Operating income rose to $552M from $355M as electric, gas and steam rate plan increases and cost recovery mechanisms outpaced growth in purchased power, fuel and tax expenses.
Watch Items from the Filing
CECONY's aged customer receivables (>60 days) were $1,385M of a $2,898M total balance at June 30, 2026, versus just $408M of $1,322M in February 2020, pre-pandemic, continuing to pressure liquidity.
In July 2026 the NYSPSC ordered CECONY and O&R to show cause why it should not commence a prudence review and administrative penalty proceeding over EV make-ready program data deficiencies; loss is not estimable.
Six-month EPS included a one-time $0.37/share ($134M after-tax) gain from Con Edison Transmission's sale of its Mountain Valley Pipeline equity interest, a non-recurring item inflating growth optics.
CECONY's gas main weld non-conformance matter remains under NYSDPS investigation with unestimable potential loss; $100 million of gas revenue (2026-2028) is subject to refund related to this matter.
Con Edison estimates aggregate undiscounted potential Superfund remediation liability for manufactured gas plant sites could range up to $3,540 million.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
