ED
Consolidated Edison, Inc.
$106.38
장중 · Vol 20.9K · 52주 $94.96–$116.23 · 기준 2026. 8. 21. PM 3:59 ET
일봉 $106.67 · Aug 31, 2026
ED 가격 추세
종가
$106.67
시가
$107.24
고가
$106.94
저가
$106.37
30초 브리핑
ED 오늘의 판단 요약
보유 데이터를 비교 가능한 문장으로 해석한 요약입니다.
52주 범위의 54%
52주 범위 중간 구간으로 가격 위치만으로 방향성은 제한적입니다.
Forward P/E 16.5배
선행 P/E가 낮아 시장은 이익 증가를 반영하고 있습니다.
20일 평균의 1.3배
거래량은 최근 평균 범위입니다.
2026-11-05
실적 전후 변동성 확대 가능성이 있으므로 컨센서스 범위와 옵션 기대변동을 함께 보세요.
펀더멘털 기준 Sep 1, 2026 · 규칙 기반 요약이며 투자 조언이 아닙니다.
핵심 통계
ED 일봉·펀더멘털 스냅샷 기준 주요 지표
펀더멘털 스냅샷 Sep 1, 2026
Consolidated Edison, Inc., through its subsidiaries, engages in the regulated electric, gas, and steam delivery businesses in the United States. The company offers electric services to approximately 3.7 million customers in New York City and Westchester County; gas to approximately 1.1 million customers in Manhattan, the Bronx, parts of Queens, and Westchester County; and steam to approximately 1,490 customers in parts of Manhattan. It also supplies electricity to approximately 0.3 million customers in southeastern New York and northern New Jersey; and gas to approximately 0.1 million customers in southeastern New York. In addition, the company operates 552 circuit miles of transmission lines; 16 transmission substations; 63 distribution substations; 89,675 in-service line transformers; 3,764 pole miles of overhead distribution lines; and 2,417 miles of underground distribution lines, as well as 4,374 miles of mains and 379, 939 service lines for natural gas distribution. Further, it invests in electric and gas transmission projects. The company primarily sells electricity to industrial, commercial, residential, and government customers. Consolidated Edison, Inc. was founded in 1823 and is based in New York, New York.
4 Irving Place · New York, NY, United States · 직원 15,407명
시가총액
$39.58B
Trailing P/E
17.7
최근 12개월 이익 기준
Forward P/E
16.5
이익 증가 기대 반영
EPS (TTM)
$6.06
배당 수익률
3.27%
배당성향
57.1%
베타
0.26
시장보다 방어적
ROE
9.0%
P/B
1.54
EV/EBITDA
10.8
52주 범위
$94.96 – $116.23
현재 위치 54%
거래량
1.71M
20일 평균 1.35M · 1.3배
애널리스트 의견
매수 11%
총 18명 · 0m
DITM LEAPS Analysis
ED 장기 DITM 콜옵션을 진입 적합도 순으로 비교
| Contract | Expiry | Strike | Price | Lev. | Delta | Extrinsic | Spread | IV | OI | Score | 상세 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ED280121C00080000 | 1/21/28 · 1.4Y | $80.00 | $29.20 | 3.2x | 0.8782 | 7.5% | 11.64% | 30.40% | 32 | 84.71 | |
| ED280121C00075000 | 1/21/28 · 1.4Y | $75.00 | $33.00 | 2.9x | 0.8963 | 3.0% | 15.15% | 33.34% | 1 | 83.17 | |
| ED280121C00085000 | 1/21/28 · 1.4Y | $85.00 | $24.50 | 3.7x | 0.8540 | 10.1% | 16.33% | 27.95% | 28 | 80.73 | |
| ED280121C00090000 | 1/21/28 · 1.4Y | $90.00 | $21.60 | 4.0x | 0.8035 | 21.2% | 19.44% | 29.36% | 15 | 69.15 | |
| ED280121C00097500 | 1/21/28 · 1.4Y | $97.50 | $12.25 | 6.8x | 0.7838 | 22.3% | 44.90% | 19.76% | 2 | 64.02 | |
| ED280121C00095000 | 1/21/28 · 1.4Y | $95.00 | $18.25 | 4.5x | 0.7620 | 34.1% | 21.37% | 28.20% | 3 | 57.94 | |
| ED280121C00092500 | 1/21/28 · 1.4Y | $92.50 | $25.50 | 3.1x | 0.7500 | 43.1% | 11.76% | 40.60% | 3 | 50.97 |
재무제표
ED 연간 손익·현금흐름·재무상태
매출 성장률
+10.9%
최근 연간 YoY
EPS 성장률
+7.6%
최근 연간 YoY
영업이익률
17.7%
최근 연간
FCF 마진
0.2%
잉여현금흐름 / 매출
매출 추세
순이익 추세
잉여현금흐름 추세
| 항목 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| 매출 | $16.92B+10.9% | $15.26B+4.0% | $14.66B-6.4% | $15.67B |
| 매출총이익 | $9.01B+10.3% | $8.17B+10.3% | $7.41B-3.6% | $7.68B |
| 영업이익 | $3.00B+9.8% | $2.73B+17.2% | $2.33B-11.2% | $2.62B |
| 순이익 | $2.02B+11.2% | $1.82B-27.7% | $2.52B+51.7% | $1.66B |
| 희석 EPS | $5.64+7.6% | $5.24-27.3% | $7.21+54.7% | $4.66 |
| EBITDA | $6.15B+12.2% | $5.48B-9.5% | $6.06B+18.6% | $5.11B |
| 영업현금흐름 | $4.80B+32.8% | $3.61B+67.6% | $2.16B-45.2% | $3.94B |
| 잉여현금흐름 | $36.00M+103.1% | -$1.16B+50.5% | -$2.34B-903.4% | -$233.00M |
| 총자산 | $74.60B+5.7% | $70.56B+6.4% | $66.33B-4.0% | $69.06B |
| 총부채 | $28.38B+2.0% | $27.82B+11.3% | $25.01B+2.4% | $24.41B |
최신 연도 우선 · 작은 퍼센트는 직전 연도 대비 변화입니다.
캘린더
ED 실적·배당 일정
매출 하단
$4.67B
EPS 하단
$1.92
매출 상단
$4.87B
배당 지급일
2026-09-15
D-14
실적 발표일
2026-11-05
D-65
EPS 상단
$2.10
매출 컨센서스
$4.76B
EPS 컨센서스
$2.03
배당락일
2026-08-19
13일 전
최근 배당
| 배당락일 | 주당 배당 |
|---|---|
| Aug 19, 2026 | $0.8880 |
| May 13, 2026 | $0.8880 |
| Feb 18, 2026 | $0.8880 |
| Nov 19, 2025 | $0.8500 |
| Aug 13, 2025 | $0.8500 |
| May 14, 2025 | $0.8500 |
| Feb 19, 2025 | $0.8500 |
| Nov 13, 2024 | $0.8300 |
뉴스
ED 관련 최신 기사
일반My mother, 91, has dementia. Every bank says I need her signature to unlock her $100,000 stock certificate. What can I do?
“These shares are the only assets in her estate without designated beneficiaries.”
MarketWatch · Aug 28, 2026
제품·기술5 Dividend Aristocrats That Belong in Every Income Portfolio
Not every Dividend Aristocrat deserves space in your portfolio right now, and with tariffs, rate pressure, and AI capex reshaping entire industries, picking the wrong ones could cost you real income. These five names survived a brutal four-factor ranking, but only one scored clean across the board.
24/7 Wall St. · Aug 27, 2026
제품·기술How a Negative Beta Bet Can Protect Your Portfolio From an AI Selloff
AI is shaking up a lot of things—including which stocks investors can expect to hold up in a market selloff. Investors have long relied on a mathematical measure known as beta to judge market risk. A stock with a beta of 1 tends to move in line with the stock market.
Barrons.com · Aug 24, 2026
실적Buy, Sell, or Hold These 4 Dividend Kings After Earnings: BDX, ED, EMR, PH
Four Dividend Kings - Becton, Dickinson and Company (BDX), Consolidated Edison (ED), Emerson Electric (EMR), and Parker-Hannifin (PH) - reported earnings last week.
Zacks · Aug 13, 2026
- 제품·기술
ConEd plans 28 new substations by 2035
The New York-based utility company is pursuing growth through electrification, in alignment with city and state climate policies, it said last week.
Utility Dive · Aug 12, 2026
실적Can Consolidated Edison (ED) Still Trade At A Discount?
Consolidated Edison stock has delivered a 64.1% total return over the past 5 years, and today the Dividend Discount Model (DDM) intrinsic value estimate sits very close to the current share price, while earnings-based multiples still screen the stock as somewhat undervalued. That mix, along with a mid-range valuation score, suggests the share price may be roughly in line with intrinsic value but without a clear margin of safety. Over 5 years, Consolidated Edison has returned 64.1%, which...
Simply Wall St. · Aug 12, 2026
제품·기술Do Wall Street Analysts Like Consolidated Edison Stock?
Consolidated Edison has underperformed the broader market over the past year, and analysts remain skeptical about the stock’s prospects.
Barchart · Aug 11, 2026
- 실적
Consolidated Edison Q2 Earnings Top Estimates, Revenues Rise Y/Y
ED tops Q2 earnings and revenue estimates as higher electric and gas rate bases lift results, while reaffirming 2026 earnings guidance and investment plans.
Zacks · Aug 7, 2026
- 실적
Consolidated Edison Q2 Profit Rises 25% on Higher Electric and Gas Rate Base
Con Edison reported higher second-quarter earnings as growth in its regulated electric and gas rate base lifted utility profits.
Oilprice.com · Aug 7, 2026
- 실적
Consolidated Edison (ED) Q2 Earnings and Revenues Beat Estimates
Con Ed (ED) delivered earnings and revenue surprises of +12.16% and +8.66%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Zacks · Aug 6, 2026
홀더
ED 내부자·기관 보유 현황
최신 보고 목록 기준이며 실제 거래 시점과 보고일 사이에는 시차가 있습니다.
기관 보유
78.1%
기관 보유 (유동주식)
78.2%
내부자 보유
0.2%
기관 수
1,882
주요 기관 홀더
| 홀더 | 주식 수 | 평가액 | 지분 | 변동 | 보고일 |
|---|---|---|---|---|---|
| Blackrock Inc. | 41.67M | $4.46B | 11.3% | 5.6% | Jun 30, 2026 |
| State Street Corporation | 25.09M | $2.69B | 6.8% | 0.9% | Jun 30, 2026 |
| Vanguard Capital Management LLC | 24.09M | $2.58B | 6.5% | 2.5% | Jun 30, 2026 |
| Vanguard Portfolio Management LLC | 19.12M | $2.05B | 5.2% | 2.5% | Jun 30, 2026 |
| Geode Capital Management, LLC | 10.69M | $1.14B | 2.9% | 3.5% | Jun 30, 2026 |
| Lazard Asset Management LLC | 8.42M | $900.97M | 2.3% | 19.0% | Jun 30, 2026 |
| Deutsche Bank AG | 6.77M | $724.74M | 1.8% | 16.8% | Jun 30, 2026 |
| Price (T.Rowe) Associates Inc | 5.64M | $603.40M | 1.5% | 8.4% | Jun 30, 2026 |
| Morgan Stanley | 5.52M | $590.54M | 1.5% | 3.0% | Jun 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 4.85M | $518.80M | 1.3% | 7.8% | Jun 30, 2026 |
면책조항: 증시가격은 모든 주식 시장의 최신 증시가격을 표시하는 것은 아니며, 정보가 지연되거나 잘못될 수 있습니다. 거래 목적이나 조언이 아닌 정보 제공 목적으로만 제공됩니다.