Consolidated Edison holds sector ground, shares track steady utilities trend

Consolidated Edison sits in the defensive utilities corner with a stable price profile, while recent analyst commentary keeps expectations cautious and the stock trades in line with broader peers.

By Julia Schmitt, Sector & Peer Group desk. Reviewed prior to publication on 2026-06-26, 15:56.

Consolidated Edison (US2091151041) sits in the US utilities sector with its shares traded on the NYSE under the ticker ED. Recent trading shows a stable profile with the stock broadly aligned to the defensive performance of regulated peers such as NextEra Energy and Dominion Energy, according to sector comparisons from TradingKey.

What recent data shows

TradingKey data for Consolidated Edison lists a last regular-session close at 110.81 US dollars on June 25, 2026, with a marginal 0.08 percent gain on the day, underlining muted short-term volatility in the name. The same source cites an after-hours indication at 108.49 US dollars on June 26, 2026, reflecting a narrow range in price action typical for large-cap regulated utilities. This position keeps the stock near the upper part of its 12-month range and broadly consistent with the sector’s preference for income and stability, as described in third-party market commentary on US utilities by Reuters.Reuters overview of US utilities

Analyst lens on the ED shares

Intellectia.ai cites a recent Morgan Stanley update in which analyst David Arcaro raised the firm’s price target on Consolidated Edison to 102 US dollars from 99 US dollars while maintaining an Underweight rating on the shares, highlighting valuation caution despite the company’s steady fundamentals. The move suggests that while earnings and cash flows appear robust enough to support the current dividend stream, the bank still views the shares as fully valued relative to the utilities peer group on metrics such as price to earnings and price to book, as summarized in the same analyst note.Intellectia.ai report citing Morgan Stanley

The business behind the stock

Consolidated Edison’s core business revolves around regulated electricity and gas distribution in the New York metropolitan area, with revenues largely derived from delivering energy to residential, commercial and industrial customers under tariffs overseen by state regulators. A current example is its support for electrification initiatives such as the electric school bus program in the South Bronx, referenced in a recent PRNewswire-based report, which illustrates how grid infrastructure and services enable local decarbonization projects.

Where the ED shares trade

The Consolidated Edison shares (US2091151041) trade on the NYSE at 110.81 US dollars as of 2026-06-25, 16:00 ET, based on TradingKey’s latest closing data. This price level places the company among the larger US utilities by market value and reflects a steady investor demand for regulated income streams in the S&P 500 utilities segment.

Key data on the Consolidated Edison shares

• Company: Consolidated Edison Inc.
• ISIN: US2091151041
• WKN: 911563
• Ticker: ED
• Trading venue: NYSE
• Price (as of 2026-06-25, 16:00): 110.81 USD
• Market cap: 38.5 billion USD (as of 2026-06-25, based on ED price and reported shares outstanding)
• Sector / industry: Utilities - Electric & Gas
• Index membership: S&P 500
• Next earnings date: 2026-08-01 (company guidance, subject to confirmation on the IR calendar)

Disclaimer: This article is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell securities. All data are based on sources cited in the text and may be subject to change.