Analysts’ Weekly Ratings Updates for Consolidated Edison (ED)

Several analysts have recently updated their ratings and price targets for Consolidated Edison (NYSE: ED):

• 5/21/2026 – Consolidated Edison was given a new $99.00 price target by Morgan Stanley.
• 5/14/2026 – Consolidated Edison had its “sell” rating reaffirmed by The Goldman Sachs Group, Inc.. They now have a $105.00 price target on the stock.
• 5/11/2026 – Consolidated Edison was given a new $116.00 price target by Evercore Inc.
• 5/11/2026 – Consolidated Edison had its price target lowered by Barclays PLC from $110.00 to $107.00. They now have an “underweight” rating on the stock.
• 4/24/2026 – Consolidated Edison was upgraded by Weiss Ratings from “buy (b-)” to “buy (b)”.
• 4/21/2026 – Consolidated Edison had its price target lowered by Morgan Stanley from $106.00 to $105.00. They now have an “overweight” rating on the stock.
• 4/21/2026 – Consolidated Edison had its price target raised by KeyCorp from $96.00 to $97.00. They now have an “underweight” rating on the stock.
• 4/21/2026 – Consolidated Edison was given a new $98.00 price target by Wells Fargo & Company.
• 4/21/2026 – Consolidated Edison had its price target lowered by Morgan Stanley from $106.00 to $105.00. They now have an “underweight” rating on the stock.
• 3/27/2026 – Consolidated Edison had its “buy (b-)” rating reaffirmed by Weiss Ratings.

Consolidated Edison Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Wednesday, May 13th will be given a dividend of $0.8875 per share. The ex-dividend date is Wednesday, May 13th. This represents a $3.55 dividend on an annualized basis and a dividend yield of 3.3%. Consolidated Edison’s payout ratio is 59.76%.

Insider Activity at Consolidated Edison

In other news, SVP Deneen L. Donnley sold 1,922 shares of Consolidated Edison stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $113.94, for a total transaction of $218,992.68. Following the sale, the senior vice president owned 32,453 shares in the company, valued at approximately $3,697,694.82. The trade was a 5.59% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.15% of the company’s stock.

Consolidated Edison, Inc, commonly known as Con Edison, is an investor-owned energy company that primarily delivers electricity, natural gas and steam to customers in the New York metropolitan area. Its regulated utility operations include the distribution and transmission of electric power, the distribution of natural gas, and the operation of one of the largest district steam systems in the United States, serving commercial, institutional and residential customers in New York City and nearby counties.

The company operates through regulated utility subsidiaries that serve urban and suburban service territories, together with non-utility businesses that develop, own and manage energy infrastructure and clean energy projects.