Con Edison announces common share sale to Barclays

Published 06/03/2025, 16:56
Con Edison announces common share sale to Barclays

Consolidated Edison Inc. (NYSE:ED), a leading energy provider based in New York with a market capitalization of $34.65 billion, has entered into an underwriting agreement with Barclays (LON:BARC) Capital Inc. for the sale of 6.3 million common shares, as reported in a recent SEC filing. The transaction took place on Monday, with the shares being offered at a par value of $0.10 each. The company’s stock currently trades at $100.03, and according to InvestingPro analysis, appears to be trading near its Fair Value.

This sale is pursuant to a Registration Statement on Form S-3, which became effective on April 1, 2022. The company’s move to sell additional shares is detailed in the filing, though the specific use of proceeds from the sale was not disclosed. Notably, Consolidated Edison has maintained a strong financial position, with InvestingPro data showing an impressive 50-year streak of consecutive dividend increases and a current dividend yield of 3.39%. For investors seeking deeper insights, InvestingPro offers additional analysis through its comprehensive Pro Research Report, available among 1,400+ top US stocks.

The SEC filing also includes exhibits such as the underwriting agreement related to the common shares, the legal opinion of Deneen Donnley, Esq., Senior Vice President and General Counsel of Con Edison, pertaining to the shares, and the consent of Deneen Donnley, Esq., which is included in the legal opinion exhibit.

The details of this SEC filing reveal Consolidated Edison’s ongoing financial activities and provide investors with the latest developments regarding the company’s equity. This information is based on the press release statement filed with the SEC.

In other recent news, Consolidated Edison reported fourth-quarter earnings that exceeded analyst expectations. The utility company posted adjusted earnings per share of $0.98, surpassing the consensus estimate of $0.95, with revenue reaching $3.67 billion, above the anticipated $3.59 billion. For the full year 2024, Consolidated Edison achieved adjusted earnings of $5.40 per share, an increase from $5.07 in 2023. The company also provided guidance for 2025, projecting adjusted earnings per share between $5.50 and $5.70, aligning closely with analyst predictions of $5.63 per share.

In conjunction with these earnings, Consolidated Edison announced an expansion of its five-year capital plan by $10 billion, a 35% increase over previous figures, to support future growth. Evercore ISI responded to these developments by raising the company’s price target to $107, maintaining an In Line rating. The firm cited the utility’s improved financial outlook and strategic growth initiatives as reasons for the adjustment. Consolidated Edison also outlined plans for substantial capital investments, projecting $5.12 billion in 2025 and $8.07 billion in 2026, with a total of $24.47 billion planned from 2027 through 2029. The company forecasts a five-year compounded annual adjusted earnings per share growth rate of 6% to 7%, reflecting confidence in its long-term prospects.

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