Every 8-K that Consolidated Edison Inc (ED) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow ED and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ED filings page.
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.
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. 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 Company of New York, Inc., a subsidiary of Consolidated Edison, Inc., entered into an underwriting agreement to sell $450 million of 5.15% Debentures, Series 2026 A due 2036 and $850 million of 5.875% Debentures, Series 2026 B due 2056.
The $1.3 billion in debentures was registered under an existing shelf Registration Statement on Form S-3 that became effective on August 1, 2024. The agreement involves a syndicate of underwriters led by J.P. Morgan Securities, Mizuho Securities USA, PNC Capital Markets and Wells Fargo Securities.
Consolidated Edison, Inc. reports shareholder voting results for its board of director nominees. The filing lists individual vote totals for each candidate, showing how many shares were voted "for," "against," and as abstentions.
For example, Timothy P. Cawley received 228,494,814 votes for, 24,552,972 against, and 521,782 abstentions. Other nominees, including Brendan Cavanagh, Karol V. Mason, Dwight A. McBride, and Catherine Zoi, also show strong support with detailed tallies. These results outline investor backing for the company’s leadership and governance decisions at the May 18, 2026 meeting.
Consolidated Edison, Inc. established an at-the-market equity distribution program allowing it to offer and sell up to $2,000,000,000 of its common shares over time through multiple sales agents and related forward sale arrangements.
Shares may be sold in ordinary broker transactions, including block trades and sales on the New York Stock Exchange, with each sales agent receiving a commission of up to 1.0% of the gross sales price. Con Edison may also enter into forward sale agreements, under which forward purchasers sell borrowed shares now and the company generally receives cash only if it later physically settles those agreements. If it instead cash settles or net share settles, Con Edison may pay cash or deliver shares to the forward purchaser.
Consolidated Edison, Inc. reported stronger GAAP results for the first quarter of 2026, with net income for common stock of $924 million, or $2.55 per share, up from $791 million, or $2.26 per share, a year earlier. The increase was mainly driven by a gain on the sale of its equity interest in Mountain Valley Pipeline (MVP).
On a non-GAAP basis, adjusted earnings were $790 million, or $2.18 per share, slightly below $792 million, or $2.26 per share, in the 2025 first quarter, reflecting higher operations and maintenance costs, higher interest expense, and dilution from common share issuance, partly offset by higher electric and gas rate base at CECONY and O&R. The company reaffirmed its 2026 adjusted EPS guidance of $6.00 to $6.20 per share.
During the quarter Con Edison settled a forward sale agreement for 7 million common shares, providing approximately $776 million of equity proceeds to support sizable capital investments. It also completed the sale of its MVP interest for total consideration of $357.5 million, while continuing to emphasize long-term growth through electrification, an 8.8% five-year regulated investment base CAGR, and a 4.4% annualized dividend increase marking its 52nd consecutive year of dividend growth.
Consolidated Edison, Inc. and subsidiaries Consolidated Edison Company of New York and Orange and Rockland Utilities entered a new revolving Credit Agreement providing up to $3.5 billion in loans and letters of credit, including up to $900 million in letters of credit.
The full amount is available to CECONY, with $800 million available to Con Edison (increasable to $1 billion) and $250 million to O&R (increasable to $300 million). Lender commitments run to March 11, 2031, replacing prior credit facilities, and include covenants such as a consolidated debt-to-total-capital ratio not exceeding 0.65 to 1 and limits on liens above 10 percent of consolidated net tangible assets.
Consolidated Edison, Inc. entered into a forward sale agreement with JPMorgan Chase Bank covering 7,000,000 common shares. An affiliate of the bank is borrowing and selling these shares under an underwriting agreement executed the same day.
The initial forward price is $110.81 per share and will be adjusted daily based on the overnight bank funding rate minus a spread and reduced for expected dividends. Con Edison expects settlement by December 31, 2026, with options for physical, cash, or net share settlement.
The forward purchaser can accelerate settlement upon specified events, including borrowing difficulties, ownership limits, certain dividend actions, corporate transactions, or market disruptions. In some accelerated cases, Con Edison could be required to issue shares, which the company notes could dilute earnings per share and return on equity.
Consolidated Edison, Inc. reported higher 2025 results, with net income for common stock of $2,023 million, or $5.66 per share, up from $1,820 million, or $5.26, in 2024. Adjusted earnings (non‑GAAP) rose to $2,038 million, or $5.70 per share, from $1,868 million, or $5.40.
Fourth‑quarter 2025 was softer, with net income of $297 million, or $0.82 per share, versus $310 million, or $0.90, a year earlier; adjusted EPS was $0.89 versus $0.98. Management highlighted non‑GAAP results excluding items such as an impairment on the Honeoye investment, Mountain Valley Pipeline–related items and a solar project sale gain.
For 2026, Con Edison guides adjusted EPS to $6.00–$6.20 and targets a five‑year adjusted EPS compound annual growth rate of 6%–7% based on the midpoint of 2026 guidance. The company plans significant capital investments of $6,595 million in 2026, $6,759 million in 2027 and $24,339 million from 2028 through 2030, funded by internally generated cash, long‑term debt and common equity issuance.
Con Edison also emphasized its dividend profile, citing its 52nd consecutive year of dividend increases and a 2026 annualized dividend of $3.55 per share, a 4.4% increase, with a stated payout target of 55%–65% of adjusted earnings.
Consolidated Edison, Inc. announced that a subsidiary agreed to sell its approximately 6.6 percent interest in Mountain Valley Pipeline, LLC, including the Mountain Valley Pipeline and its Mainline Expansion, to an Ares Management fund for $357.5 million, subject to customary purchase price adjustments. The deal is expected to close in the first half of 2026, after satisfaction of customary closing conditions and potential exercise of preferential rights by MVP’s founding members.
Con Edison expects to use the cash proceeds to partially offset its common equity needs for 2026 and for other general corporate purposes, which may help support its financing plans while continuing to fund its core utility operations.
Consolidated Edison Company of New York, Inc. entered into a $500 million 364-day senior unsecured term loan credit agreement on November 24, 2025 and immediately borrowed the full amount. The proceeds were used to repay a portion of its unsecured term loan facility due November 2025, effectively refinancing short-term debt.
The agreement includes covenants requiring CECONY’s ratio of consolidated debt to consolidated total capital not to exceed 0.65 to 1, and limiting liens or other encumbrances on its assets to no more than 10 percent of consolidated net tangible assets. Events of default also cover missed payments, covenant breaches, and cross‑defaults or accelerations on other material financial obligations exceeding $150 million.
Consolidated Edison Company of New York, Inc., a subsidiary of Consolidated Edison, Inc., reported that on November 17, 2025 it entered into an underwriting agreement to sell $900 million aggregate principal amount of its 5.75% Debentures, Series 2025 A due 2055. The debentures are long-term debt securities that bear interest at 5.75% and mature in 2055, providing the company with additional fixed-rate funding. These debentures were registered under the Securities Act of 1933 pursuant to an existing shelf Registration Statement on Form S-3 (No. 333-281192), which was declared effective on August 1, 2024.
Consolidated Edison, Inc. filed an 8‑K stating it is furnishing a press release and an earnings release presentation covering its results of operations for the three and nine months ended September 30, 2025. These materials are provided under Item 2.02 and are included as Exhibits 99.1 (press release) and 99.2 (presentation), with Exhibit 104 containing the cover page iXBRL data.
The filing indicates that detailed financial and operational updates for the period are contained in the furnished exhibits. The company’s common shares trade on the New York Stock Exchange under the symbol ED.
Con Edison (ED) and CECONY announced a Joint Proposal with New York regulators and other parties for new electric and gas rate plans covering January 2026–December 2028, subject to NYSPSC approval. For electric, customer bills would reflect a shaped annual impact of 2.80%, tied to base rate increases of $234 million in Yr. 1, $410 million in Yr. 2, and $421 million in Yr. 3. Planned electric capital expenditures are $4,550 million, $4,474 million, and $4,712 million across the three years. The plan sets an authorized ROE of 9.40%, common equity ratio of 48%, and after‑tax WACC ranging from 6.98% to 7.10%. Earnings above 9.90% would be applied to reduce certain regulatory assets.
For gas, the shaped bill impact would be 2.01% annually, with base rate increases of $28 million, $69 million, and $70 million for Yrs. 1–3, and capital expenditures of $1,093 million, $1,057 million, and $1,065 million. The proposal continues revenue decoupling and pass‑through recovery for purchased power, fuel, and gas costs, and includes defined reconciliations for items such as property taxes, pensions/OPEB, major storms, and environmental remediation. If approval timing delays billing, the shortfall would be recovered via surcharge with a carrying charge.