Analysts anticipate Consolidated Edison will report Q1 2026 revenue of $4.95 billion and EPS of $2.32, with the current stock price of $109.96 trading slightly above the average analyst price target of $108.92.
Investors are primarily focused on the company’s execution of its $37.7 billion capital expenditure plan through 2030, specifically progress on grid modernization and clean energy infrastructure in New York.
Performance is bolstered by a newly approved three-year rate case that provides revenue visibility through 2028 and an increased authorized return on equity. The utility remains a defensive favorite for income investors, recently extending its dividend growth streak to 52 consecutive years.