Consolidated Edison, Inc. — Wall Street Analyst Estimates & Price Targets

NYSEUtilitiesRegulated ElectricCIK 0001047862conedison.comAbout ED

Last close · Oct 16, 2026112.26+2.40 (+2.18%)

Market cap$41.4B

7 firms' latest targets, last 90 days: median $106.00 ($87.00–$118.00), 6% below the last close.

Price and published targets

daily close, 12 months · each dot a target, a firm's latest darker

Each firm's latest target

last 90 days · 7 firms

Date	Firm	Target	Previous	Change	Vs price then	Vs price now
2026-10-13	KeyBanc	$87.00	$94.00	▼ 7%	-19%	-23%
2026-10-07	Mizuho Securities	$108.00	$114.00	▼ 5%	+3%	-4%
2026-10-06	Jefferies	$105.00	—	—	+1%	-6%
2026-10-01	Wells Fargo	$118.00	$98.00	▲ 20%	+15%	+5%
2026-09-18	Morgan Stanley	$97.00	$101.00	▼ 4%	-8%	-14%
2026-08-17	Evercore ISI	$112.00	$116.00	▼ 3%	+3%	+0%
2026-08-07	Barclays	$106.00	$110.00	▼ 4%	-3%	-6%

Consensus estimates

revenue and EPS by fiscal year · reported years marked

FY	Revenue	YoY	EPS	YoY	Revenue range	EPS range	Analysts
2023reported	$14.5B	-6%	$7.21	+55%	est. $15.1B-4%	est. $5.04	8
2024reported	$15.5B	+7%	$5.24	-27%	est. $15.2B+1%	est. $5.36	9
2025reported	$17.0B	+10%	$5.64	+8%	est. $16.4B+4%	est. $5.69	9
2026	$17.6B	+3%	$6.11	+7%	$17.1B–$18.1B	$6.07–$6.16	11
2027	$18.4B	+4%	$6.50	+6%	$17.6B–$19.6B	$6.47–$6.56	11
2028	$19.1B	+4%	$6.92	+7%	$17.4B–$21.4B	$6.88–$6.97	12
2029	$19.4B	+2%	$7.39	+7%	$18.1B–$20.7B	$6.76–$8.05	10
2030	$20.2B	+4%	$7.84	+6%	$18.8B–$21.5B	$7.17–$8.53	6

A reported year shows the company's figures, with the consensus beside it (revenue against it in %). Reported EPS is GAAP diluted; the analysts' EPS usually leaves items such as stock compensation out, so the two are not like for like. Faded: a year the valuation models do not read — they read the first 3, and a later one only while 10 or more analysts cover every year up to it — or one under 5 analysts.

The analysts at a glance

$106.00median target, 6% below the last close

Firms with a target · last 90 days: 7
Lowest – highest target: $87.00 – $118.00
Current grades of 10 firms: positive / neutral / negative: 1 / 5 / 4
Upgrades / downgrades · 12 months: 1 / 1
Consensus revenue growth · next 3 FY: +4% a year

Current grades

each firm's latest · 10 firms

As of	Firm	Grade
2026-10-13	Keybanc	“Underweight”
2026-10-01	Wells Fargo	“Overweight”
2026-09-18	Morgan Stanley	“Underweight”
2026-08-17	Evercore ISI	“In Line”
2026-08-07	Barclays	“Underweight”
2026-06-02	Mizuho	“Neutral”
2026-03-12	J.P. Morgan	“Underweight”
2026-02-24	TD Cowen	“Hold”
2026-02-20	Scotiabank	“Sector Perform”
2026-01-23	UBS	“Neutral”

Grade changes

last 24 months · 6

Date	Firm	Grade
2026-10-01	Wells Fargo	“Equal Weight” → “Overweight” upgrade
2026-06-02	Mizuho	“Outperform” → “Neutral” downgrade
2025-08-15	Bank of America	“Buy” → “Underperform” downgrade
2025-06-30	Mizuho	“Neutral” → “Outperform” upgrade
2025-05-14	Keybanc	“Sector Weight” → “Underweight” downgrade
2024-12-12	Scotiabank	“Sector Underperform” → “Sector Perform” upgrade

54 older than 24 months

2024-10-15	Citigroup	“Neutral” → “Buy” upgrade
2024-07-22	Barclays	“Equal Weight” → “Underweight” downgrade
2024-01-04	Keybanc	“Underweight” → “Sector Weight” upgrade
2023-10-17	Wells Fargo	“Underweight” → “Equal Weight” upgrade
2023-07-21	Bank of America	“Neutral” → “Buy” upgrade
2023-03-22	Argus Research	“Hold” → “Buy” upgrade
2023-01-24	Evercore ISI	“Underperform” → “In Line” upgrade
2023-01-09	Mizuho	“Buy” → “Neutral” downgrade
2022-11-30	Bank of America	“Underperform” → “Neutral” upgrade
2022-05-23	Guggenheim	“Sell” → “Neutral” upgrade
2022-05-03	Wells Fargo	“Equal Weight” → “Underweight” downgrade
2022-02-17	Wolfe Research	“Underperform” → “Peer Perform” upgrade
2022-01-31	Mizuho	“Neutral” → “Buy” upgrade
2022-01-20	Guggenheim	“Neutral” → “Sell” downgrade
2021-10-18	Bank of America	“Neutral” → “Underperform” downgrade
2021-07-20	Keybanc	“Sector Weight” → “Underweight” downgrade
2021-02-22	Credit Suisse	“Neutral” → “Underperform” downgrade
2021-01-21	Evercore ISI	“In Line” → “Underperform” downgrade
2020-10-20	Goldman Sachs	“Neutral” → “Sell” downgrade
2020-09-14	Guggenheim	“Sell” → “Neutral” upgrade
2020-08-11	Keybanc	“Overweight” → “Sector Weight” downgrade
2020-08-10	Credit Suisse	“Underperform” → “Neutral” upgrade
2020-04-29	Bank of America	“Neutral” → “Buy” upgrade
2020-02-24	Mizuho	“Buy” → “Neutral” downgrade
2020-01-08	Guggenheim	“Neutral” → “Sell” downgrade
2019-11-21	Barclays	“Equal Weight” → “Underweight” downgrade
2019-10-25	Mizuho	“Neutral” → “Buy” upgrade
2019-10-21	Evercore ISI	“Underperform” → “In Line” upgrade
2019-09-23	KeyBanc	“Sector Weight” → “Overweight” upgrade
2019-04-26	Bank of America	“Neutral” → “Buy” upgrade
2019-02-13	Evercore ISI	“In Line” → “Underperform” downgrade
2018-11-06	Goldman Sachs	“Sell” → “Neutral” upgrade
2018-11-05	Evercore ISI	“Underperform” → “In Line” upgrade
2018-05-05	Argus	“Buy” → “Hold” downgrade
2017-09-26	Evercore ISI	“In Line” → “Underperform” downgrade
2017-06-13	Jefferies	“Buy” → “Hold” downgrade
2016-10-24	Deutsche Bank	“Sell” → “Hold” upgrade
2016-09-27	Evercore ISI	“Sell” → “Hold” upgrade
2016-09-14	Jefferies	“Hold” → “Buy” upgrade
2016-04-18	Deutsche Bank	“Hold” → “Sell” downgrade
2015-12-14	Deutsche Bank	“Sell” → “Hold” upgrade
2015-10-19	Goldman Sachs	“Neutral” → “Sell” downgrade
2015-06-19	Evercore ISI	“Sell” → “Hold” upgrade
2015-01-13	Evercore ISI	“Hold” → “Sell” downgrade
2014-12-17	Deutsche Bank	“Hold” → “Sell” downgrade
2014-11-19	UBS	“Neutral” → “Sell” downgrade
2014-10-21	Morgan Stanley	“Equal Weight” → “Underweight” downgrade
2014-03-13	Barclays	“Overweight” → “Equal Weight” downgrade
2014-03-06	Argus Research	“Hold” → “Buy” upgrade
2014-02-25	Barclays	“Equal Weight” → “Overweight” upgrade
2014-02-24	Jefferies	“Underperform” → “Hold” upgrade
2014-01-03	Citigroup	“Buy” → “Neutral” downgrade
2013-11-21	Jefferies	“Hold” → “Underperform” downgrade
2013-11-20	Argus	“Buy” → “Hold” downgrade

Targets, grades and estimates are quoted from third parties (via Financial Modeling Prep) and are theirs, not ours; each target links to the report it was published in. A firm counts once, at its latest target or grade.