Stock Pulse
Consolidated Edison (ED) is expected to report Q1 2025 earnings on May 1, 2025 [2], [3]. Several analyses predict an earnings beat based on a positive Earnings ESP and ED's recent history of exceeding estimates [3], [6], [8]. While a recent ROE analysis highlighted concerns about high debt levels and average returns [1], Q4 2024 results showed strong revenue, exceeding expectations, and the company anticipates continued growth in electrification demand [4]. ED stock saw a 22% increase in Q1 2025, attributed to investors shifting towards defensive sectors [7]. Though a valuation model suggests ED is trading near its fair value [5], the company's consistent dividend increases and focus on clean energy remain attractive features [4]. A director's significant acquisition of company stock through DSUs further suggests internal confidence [10].