Welcome to our dedicated page for CONSOLIDATED EDISON SEC filings (Ticker: ED), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Consolidated Edison, Inc. filings document the reporting obligations of a NYSE-listed energy holding company and its regulated utility subsidiaries, including Consolidated Edison Company of New York and Orange and Rockland Utilities. Annual and quarterly reports, earnings-related Form 8-K filings and exhibit presentations cover operating results, utility capital requirements, subsidiary funding and registered common shares.
Material-event filings record equity distribution programs, forward sale agreements, credit facilities and other financing arrangements involving Con Edison, CECONY and O&R. Proxy materials disclose board matters, executive compensation, shareholder voting items and governance practices for the public holding company.
CONSOLIDATED EDISON INC (ED), through its subsidiary Consolidated Edison Company of New York, Inc. (CECONY), entered into a joint proposal with New York regulators and other parties for a three-year steam rate plan covering November 1, 2026 through October 31, 2029, subject to New York State Public Service Commission approval.
The proposal provides for annual base rate changes of $13 million in year 1, $42 million in year 2 and $39 million in year 3, and annual steam capital expenditures of $143 million, $127 million and $126 million, respectively. It assumes average rate base of $2.118 billion, $2.234 billion and $2.311 billion, with after‑tax weighted average cost of capital rising from 7.07% to 7.19%.
The plan continues weather normalization and recovery of purchased power and fuel costs, includes reconciliations for pensions, taxes and other items, and sets an authorized return on equity of 9.5% with an earnings sharing mechanism above a 10% earnings threshold, as well as potential negative revenue adjustments of up to $4.3–$4.7 million per year if certain performance targets are not met.
Consolidated Edison, Inc. reported stronger results for the quarter and six months ended June 30, 2026. For the quarter, operating revenues were $4,069 million, up from $3,595 million a year earlier, driven mainly by higher electric and gas revenues. Net income for common stock was $308 million, compared with $246 million, and diluted EPS was $0.83 versus $0.68.
For the first six months of 2026, revenues were $9,164 million versus $8,393 million and net income was $1,232 million versus $1,038 million, aided by a $189 million gain on the sale of the Mountain Valley Pipeline equity interest. Operating cash flow decreased to $1,971 million from $2,816 million while utility capital expenditures rose modestly to $2,473 million. Long-term debt (including current portion) increased to $27,093 million, and shareholders’ equity grew to $25,719 million, supported by common stock issuances, including 7.0 million shares for $776 million in March and additional shares settled under an at-the-market equity program. Regulators approved a $15.25 million annual electric rate increase for RECO effective July 2026, and the company continues to manage significant regulated regulatory assets of $5,952 million and regulatory liabilities of $5,658 million at Con Edison.
Con Edison (ED) reported stronger Q2 2026 results and reaffirmed full‑year guidance. Second‑quarter net income for common stock was $308 million, or $0.83 per share, up from $246 million or $0.68 a year earlier. Adjusted earnings were also $308 million or $0.83 per share, compared with $240 million or $0.67 in Q2 2025.
For the first six months of 2026, net income was $1,232 million ($3.37 per share) versus $1,038 million ($2.93) in 2025, while adjusted earnings were $1,098 million or $3.00 per share versus $1,032 million or $2.91. Management reaffirmed 2026 adjusted EPS guidance of $6.00–$6.20. Results reflect higher electric and gas rate base at CECONY and O&R, partially offset by share dilution and higher interest expense. The company continues to invest heavily in regulated infrastructure, projecting an 8.8% five‑year CAGR in regulated investment base and planning substantial capital spending through 2030, supported by a mix of new equity and long‑term debt.
CONSOLIDATED EDISON INC SVP & CFO Kirkland B. Andrews reported a routine tax-related share disposition. On the vesting of 16,795 restricted stock units that converted into Common Stock on a one-to-one basis, 8,524 shares were withheld to cover taxes at a price of $112.09 per share. Following this withholding, Andrews directly holds 33,616 shares of Common Stock, indicating this filing reflects compensation-related tax settlement rather than an open-market sale.
CONSOLIDATED EDISON INC director Tali Farhadian Weinstein filed an amended Form 3 that makes only an administrative change. The amendment removes Exhibit 24 – a power of attorney that was inadvertently included for a different person. The footnote states that no other changes are being made to the initial holdings reported, and the entry shows zero common shares following the reported holding.
Farhadian Weinstein Tali reported acquisition or exercise transactions in this Form 4 filing.
CONSOLIDATED EDISON INC director equity grant. Board member Tali Farhadian Weinstein received an award of 1,277 shares of common stock in the form of Deferred Stock Units at a reference price of $110.95 per share.
The footnote explains this is the pro-rata portion of the annual equity award under the company’s Long Term Incentive Plan, granted upon her joining the Board. Each DSU represents one share of Consolidated Edison common stock, and her direct holdings after this grant total 1,277 shares.
CONSOLIDATED EDISON INC director Tali Farhadian Weinstein filed an initial Form 3 showing no beneficial ownership of common stock. The filing lists Common Stock with total shares following the reported date at 0, indicating the director did not report holding any Consolidated Edison common shares as of this initial statement.
Consolidated Edison, Inc. appointed Tali Farhadian Weinstein to the Boards of Consolidated Edison, Inc. and Consolidated Edison Company of New York, Inc., effective July 1, 2026. She joined the Boards’ Safety, Environment, Operations and Sustainability Committee and the Corporate Governance and Nominating Committee the same day.
Farhadian Weinstein is an experienced lawyer and former prosecutor with significant legal and regulatory background, including roles at the U.S. Department of Justice and the U.S. Attorney’s Office for the Eastern District of New York. She is active in New York civic life and will become Chief Executive Officer of the Museum of Jewish Heritage—A Living Memorial to the Holocaust effective September 8, 2026.
CONSOLIDATED EDISON INC director Michael W. Ranger reported a compensation-related award of company equity. He acquired 440.658 Deferred Stock Units (DSUs) of Common Stock on June 30, 2026, valued at $110.63 per unit, in lieu of cash for his quarterly board retainer fee under the company’s Long Term Incentive Plan.
Each DSU represents one share of Consolidated Edison’s common stock. After this grant, his directly held equity position, including DSUs, increased to 101,878.521 shares. A footnote also notes an additional 824.734 DSUs were acquired on June 15, 2026 through the plan’s dividend reinvestment feature, reinforcing that these are ongoing, programmatic equity awards rather than open-market purchases.
CONSOLIDATED EDISON INC VP & Controller Joseph Miller reported a small open-market purchase of company common stock. He bought 1.031 shares at $106.87 per share and now directly holds 5,216.593 shares. He also has 120.87 shares indirectly through a TRASOP plan and 23.38 deferred stock units.