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.
The Consolidated Edison, Inc. (NYSE: ED) SEC filings page on Stock Titan brings together the company’s regulatory disclosures from the U.S. Securities and Exchange Commission, covering both the holding company and key subsidiary Consolidated Edison Company of New York, Inc. (CECONY). As a large regulated utility and energy-delivery holding company, Con Edison uses SEC reports to describe its financial condition, results of operations, capital plans and material agreements.
Investors can review Con Edison’s periodic reports, including annual reports on Form 10‑K and quarterly reports on Form 10‑Q, which provide segment information for CECONY, Orange and Rockland Utilities, Inc. (O&R) and Con Edison Transmission, Inc. These filings explain how the company’s regulated electric, gas and steam businesses in New York City, Westchester County, southeastern New York State and northern New Jersey operate under state‑approved rate plans, revenue decoupling mechanisms and various regulatory reconciliations.
Current reports on Form 8‑K offer additional detail on specific events. Recent 8‑Ks describe earnings releases, a Joint Proposal for CECONY electric and gas rate plans for 2026–2028, new long‑term debenture issuances, a 364‑day senior unsecured term loan credit agreement, and a purchase and sale agreement for Con Edison’s approximately 6.6 percent interest in Mountain Valley Pipeline, LLC. These documents outline key covenants, capital structures, authorized returns and uses of proceeds.
Stock Titan enhances access to these filings with AI-powered summaries that highlight important sections of lengthy 10‑K and 10‑Q reports, explain complex regulatory tables, and surface notable items from 8‑K disclosures. Users can quickly identify information on earnings drivers, rate base changes, transmission investments, financing arrangements and other factors that shape ED’s risk profile and cash flows, while still having direct access to the full text of each SEC filing.
CONSOLIDATED EDISON INC senior vice president and chief information officer Kamran Ziaee reported awards of long-term equity incentives. On February 18, 2026, he acquired 7,800 Performance Units and 3,400 time-based restricted stock units under the company’s Long Term Incentive Plan at no cash cost.
The Performance Units are scheduled to vest in 2029, with the final payout in shares or cash tied to achievement of performance criteria set by the board’s Management Development and Compensation Committee. The time-based restricted stock units are scheduled to vest in full on December 31, 2028, each representing a contingent right to one share of common stock.
Consolidated Edison, Inc. reported 2025 net income for common stock of $2,023 million, or $5.66 per share, up from $1,820 million, or $5.26 per share in 2024. Adjusted (non-GAAP) earnings rose to $2,038 million, or $5.70 per share, from $1,868 million, or $5.40 per share.
The Utilities invested $4,946 million in 2025 to upgrade electric, gas and steam infrastructure, with Con Edison Transmission investing $50 million. From 2026–2030, the Utilities plan capital spending rising from about $6.5 billion to over $8.5 billion annually, mainly for energy delivery systems and transmission projects.
To fund these plans, Con Edison expects significant long-term debt and equity issuance, including up to $3,200 million of long-term debt in 2026, $3,000 million in 2027, and approximately $9,900 million from 2028–2030, plus common equity of about $1,100 million in 2026, $1,200 million in 2027 and roughly $3,300 million over 2028–2030.
New multi‑year electric and gas rate plans approved for CECONY provide staged base rate increases with bill impacts capped around 2.80% annually for electric and 2.01% for gas from 2026–2028. The company also highlights an NYISO‑identified New York City reliability need from 2026 onward and ongoing regulatory audits of income tax accounting, while continuing to shift away from non‑core gas pipeline investments, including an agreed sale of its remaining Mountain Valley Pipeline interest for total consideration of $357.5 million.
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. officer reports stock unit conversion and holdings update. On 12/31/2025, the President, Shared Services, CECONY converted 3,600 time-based restricted stock units into an equal number of Consolidated Edison common shares. On the same date, 85 shares of common stock were disposed of at a price of $99.89, reported with a transaction code indicating shares withheld or disposed of. After these transactions, the reporting person directly held 21,648.218 shares of common stock and indirectly held 505.25 shares through the company Thrift Plan.
The derivative position of 3,600 time-based restricted stock units was reduced to zero as they were fully converted into common stock. The total number of reported shares reflects a reduction of 778.54 shares to correct previously accrued deferred stock units linked to dividends that were actually taken in cash, and it also includes shares acquired through the Stock Purchase Plan and additional deferred stock units received via the Long Term Incentive Plan’s dividend reinvestment provision.
Consolidated Edison Inc. disclosed an insider equity transaction by an officer identified as President & CEO, O&R. On 12/31/2025, the reporting person exercised 1,200 time-based restricted stock units, which converted into the same number of common shares on a one-for-one basis. On the same date, 433 common shares were disposed of in a transaction coded "F" at a price of $99.89 per share, typically used to indicate shares withheld to cover tax obligations.
After these transactions, the officer directly held 19,455.848 shares of common stock and indirectly held 484.614 shares through a Thrift Plan as of 12/31/2025. The directly held amount includes deferred stock units acquired during 2025 under the company’s Long Term Incentive Plan dividend reinvestment provision, with each unit representing one share of common stock.
Consolidated Edison Inc. reported an insider equity transaction for its President & CEO, CET, on 12/31/2025. The filing shows that 1,300 time-based restricted stock units converted into common stock on a one-for-one basis, increasing the executive’s direct common stock holdings. On the same date, 469 shares of common stock were disposed of at a price of $99.89 per share.
After these transactions, the reporting person directly beneficially owned 9,712.071 shares of Consolidated Edison common stock. This total includes shares acquired under the company’s Stock Purchase Plan between February 2025 and November 2025, as well as deferred stock units accumulated through the company’s Long Term Incentive Plan dividend reinvestment provision, with each deferred stock unit representing one share of common stock.
Consolidated Edison Inc. vice president and controller reports equity transactions in company stock. On 12/31/2025, time-based restricted stock units converted into 600 shares of common stock, reflecting previously granted equity that vested on a one-for-one basis. On the same date, 15 shares of common stock were disposed of at $99.89 per share, typically consistent with shares withheld to cover tax obligations.
Following these transactions, the reporting person directly beneficially owned 4,317.181 shares of Consolidated Edison common stock, and indirectly held 119.956 shares through the company’s Tax Reduction Act Stock Ownership Plan (TRASOP). The TRASOP balance increased by 0.985 shares between 11/30/2025 and 12/31/2025 based on the plan statement as of 12/31/2025. Additional deferred stock units were credited during 2025 under the company’s Long Term Incentive Plan dividend reinvestment provision, each representing one share of common stock.
Consolidated Edison Inc. reported an equity transaction by an officer serving as President of CECONY. On 12/31/2025, the officer exercised 5,500 time-based restricted stock units, which converted into the same number of shares of common stock on a one-for-one basis. On the same date, 130 shares of common stock were disposed of at $99.89 per share, identified with transaction code "F", typically used for shares withheld to cover taxes.
After these transactions, the officer directly beneficially owned 42,424.919 shares of common stock and indirectly owned 1,100.646 shares through a spouse. The holdings include deferred stock units accumulated through the company’s Long Term Incentive Plan dividend reinvestment provision, with several DSU additions in 2025, each representing one share of common stock.
Consolidated Edison Inc. reported an insider equity transaction by its SVP, Corporate Affairs. On 12/31/2025, time-based restricted stock units converted into common stock on a one-for-one basis, resulting in the acquisition of 1,900 shares of common stock through an option exercise coded "M" at an exercise price of $0. After this, the officer beneficially owned 2,546.175 shares of common stock directly.
Also on 12/31/2025, the officer disposed of 766 shares of common stock in a transaction coded "F" at a price of $99.89 per share, typically indicating shares withheld to cover taxes. Following these transactions, the officer directly held 1,780.175 common shares, and the number of time-based restricted stock units reported in Table II was reduced to 0. The holdings include 400.447 shares acquired under the company’s Stock Purchase Plan for periods from May 2024 to November 2025.
Consolidated Edison, Inc. reported an insider equity transaction by its Senior Vice President and General Counsel on 12/31/2025. The executive exercised 4,300 time-based restricted stock units, which converted into the same number of common shares on a one-for-one basis.
On the same date, 2,378 common shares were disposed of in a transaction coded "F" at a price of $99.89 per share, typically indicating shares withheld to cover taxes. Following these transactions, the reporting person held 34,286.604 shares of Consolidated Edison common stock directly, including shares and deferred stock units accumulated under the company’s stock purchase and long-term incentive plans.