Robeco Institutional Asset Management B.V. Has $144.39 Million Stock Position in Consolidated Edison Inc $ED

Key Points

• Robeco Institutional Asset Management boosted its stake in Consolidated Edison by 14.4% to 1,453,761 shares, worth about $144.39 million (≈0.40% of the company).
• Consolidated Edison beat quarterly estimates (EPS $0.89 vs. $0.86; revenue $4.0B vs. $3.71B), reported 8.9% revenue growth year-over-year, and set FY2026 guidance of 6.00–6.20 EPS.
• The company raised its quarterly dividend to $0.8875 ($3.55 annualized, ~3.1% yield), while analysts' consensus remains cautious—MarketBeat shows an average rating of "Reduce" with a $108 price target.

Robeco Institutional Asset Management B.V. grew its stake in shares of Consolidated Edison Inc (NYSE:ED - Free Report) by 14.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,453,761 shares of the utilities provider's stock after purchasing an additional 182,491 shares during the period. Robeco Institutional Asset Management B.V. owned approximately 0.40% of Consolidated Edison worth $144,388,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently made changes to their positions in the company. JPL Wealth Management LLC acquired a new position in shares of Consolidated Edison during the third quarter valued at about $26,000. Aventura Private Wealth LLC acquired a new position in shares of Consolidated Edison during the fourth quarter valued at about $27,000. Westfuller Advisors LLC acquired a new stake in shares of Consolidated Edison in the 4th quarter worth about $27,000. Dorato Capital Management acquired a new stake in shares of Consolidated Edison in the 4th quarter worth about $28,000. Finally, Salomon & Ludwin LLC raised its holdings in shares of Consolidated Edison by 270.4% in the 3rd quarter. Salomon & Ludwin LLC now owns 300 shares of the utilities provider's stock worth $30,000 after acquiring an additional 219 shares during the last quarter. Institutional investors and hedge funds own 66.29% of the company's stock.

Consolidated Edison Trading Down 0.1%

ED opened at $113.50 on Monday. The company has a debt-to-equity ratio of 1.06, a current ratio of 1.02 and a quick ratio of 0.94. The firm has a market capitalization of $41.82 billion, a PE ratio of 20.09, a P/E/G ratio of 2.89 and a beta of 0.34. Consolidated Edison Inc has a fifty-two week low of $94.96 and a fifty-two week high of $116.23. The company's 50-day moving average is $111.75 and its 200 day moving average is $104.12.

Consolidated Edison (NYSE:ED - Get Free Report) last posted its quarterly earnings data on Thursday, February 19th. The utilities provider reported $0.89 EPS for the quarter, beating the consensus estimate of $0.86 by $0.03. The firm had revenue of $4 billion during the quarter, compared to analyst estimates of $3.71 billion. Consolidated Edison had a net margin of 11.95% and a return on equity of 8.50%. The company's revenue for the quarter was up 8.9% on a year-over-year basis. During the same quarter last year, the business posted $0.98 EPS. Consolidated Edison has set its FY 2026 guidance at 6.000-6.200 EPS. As a group, research analysts predict that Consolidated Edison Inc will post 5.62 earnings per share for the current fiscal year.

Consolidated Edison Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Shareholders of record on Wednesday, February 18th were paid a $0.8875 dividend. This is a positive change from Consolidated Edison's previous quarterly dividend of $0.85. The ex-dividend date was Wednesday, February 18th. This represents a $3.55 annualized dividend and a yield of 3.1%. Consolidated Edison's dividend payout ratio (DPR) is 62.83%.

Analyst Ratings Changes

A number of research firms recently weighed in on ED. Bank of America restated an "underperform" rating and issued a $104.00 target price on shares of Consolidated Edison in a report on Wednesday, February 25th. KeyCorp upped their target price on shares of Consolidated Edison from $86.00 to $96.00 and gave the stock an "underweight" rating in a report on Wednesday, March 4th. Barclays upped their target price on shares of Consolidated Edison from $100.00 to $110.00 and gave the stock an "underweight" rating in a report on Tuesday, February 24th. UBS Group upped their target price on shares of Consolidated Edison from $108.00 to $112.00 and gave the stock a "neutral" rating in a report on Friday, January 23rd. Finally, Royal Bank Of Canada restated a "sector perform" rating and issued a $118.00 target price on shares of Consolidated Edison in a report on Friday, January 23rd. Three research analysts have rated the stock with a Buy rating, seven have given a Hold rating and five have issued a Sell rating to the company's stock. Based on data from MarketBeat, the company presently has an average rating of "Reduce" and an average price target of $108.00.

Insider Buying and Selling

In other Consolidated Edison news, SVP Deneen L. Donnley sold 1,922 shares of the stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $113.94, for a total value of $218,992.68. Following the completion of the sale, the senior vice president owned 32,453 shares in the company, valued at approximately $3,697,694.82. This trade represents a 5.59% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Company insiders own 0.19% of the company's stock.

Consolidated Edison Profile

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.

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