| Profitability | 42/100 |
| Growth | 56/100 |
| Momentum | 84/100 |
| Quality | 72/100 |
| Earnings Quality | 76/100 |
| Balance Sheet | 41/100 |
| Value | 58/100 |
| Risk (safety) | 30/100 |
| Overall | 50.8/100 |
| Symbol | IS Score |
|---|---|
| EXCVV | 40 |
| EXC | 38 |
| ELC | 46 |
| XEL | 25 |
| PEG | 46 |
| WEC | 36 |
| ED | 51 |
Both readings sit above the midpoint — business quality at 51 and price structure at 80 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.
| Trigger | Where it stands now | What it would mean |
|---|---|---|
| IS Score reaches 55 and holds two consecutive quarters | now 50.8 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 51 → 48 → 50 → 51 | the direction matters more than the level |
| Technical vote share back above 50% | now 91% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 1,439 → now 1,439 | fewer institutions willing to hold is our clearest warning |
This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.
| Quarter | Holders | 13F shares | Value | Reported own% |
|---|---|---|---|---|
| 2026 Q2 | 1,439 | 286.6M | $30.8B | 77.7% |
| 2026 Q1 | 1,427 | 264.1M | $28.9B | 71.6% |
| 2025 Q4 | 1,367 | 259.4M | $24.9B | 70.3% |
| 2025 Q3 | 1,312 | 252.2M | $24.5B | 68.4% |
| 2025 Q2 | 1,305 | 254.7M | $24.9B | 69.1% |
| 2025 Q1 | 1,305 | 256.3M | $27.8B | 69.5% |
| 2024 Q4 | 1,229 | 247.6M | $21.8B | 67.2% |
| 2024 Q3 | 1,202 | 235.8M | $24.2B | 63.9% |
| 2024 Q2 | 1,146 | 236.8M | $21.0B | 64.2% |
| 2024 Q1 | 1,147 | 232.0M | $20.9B | 62.9% |
| 2023 Q4 | 1,152 | 229.3M | $20.6B | 62.2% |
| 2023 Q3 | 1,079 | 227.4M | $19.3B | 61.6% |
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Ranger Michael W | director | 2026-09-30 | A-Award | 477 | $0.05M | 103,220 |
| Miller Joseph | VP & Controller | 2026-09-15 | BUY | 1 | $0.00M | 5,266 |
| Andrews Kirkland B | SVP & CFO | 2026-07-08 | TAX W/H | 8,524 | $0.96M | 33,616 |
| Farhadian Weinstein Tali | director | 2026-07-01 | A-Award | 1,277 | $0.14M | 1,277 |
| Ranger Michael W | director | 2026-06-30 | A-Award | 441 | $0.05M | 101,879 |
| Miller Joseph | VP & Controller | 2026-06-15 | BUY | 1 | $0.00M | 5,217 |
| Stanley Deirdre | director | 2026-05-19 | A-Award | 1,596 | $0.17M | 30,449 |
| Sanford Linda S | director | 2026-05-19 | A-Award | 1,596 | $0.17M | 29,711 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 2 | 9,834 | $1.1M | Counted |
| P — Open-market purchases | 3 | 3 | $0.0M | Counted |
| F — Tax withholding | 1 | 8,524 | $1.0M | None — compensation |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-03-12 | Deneen L Donnley | 1,922 | $0.2M |
| 2026-02-27 | Mulrow William J | 7,912 | $0.9M |
| 2025-12-11 | Killian John F | 2,276 | $0.2M |
| 2024-05-22 | Killian John F | 1,500 | $0.1M |
| Trailing 12 mo | 3 filings | 12,110 | $1M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-04-29 | SCHEDULE 13G | Vanguard Capital Management | 7.41% | 27.3M sh |
| 2026-03-26 | SCHEDULE 13G/A | The Vanguard Group | — | exit/reporting change |
| 2025-10-03 | SCHEDULE 13G/A | BlackRock, Inc. | 10.10% | 36.3M sh |
| 2025-04-24 | SCHEDULE 13G/A | BlackRock, Inc. | 9.90% | 34.9M sh |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | SELL | $15,001 - $50,000 | 2026-09-25 | 2026-10-09 |
| Rob Bresnahan | House | SELL | $1,001 - $15,000 | 2025-05-15 | 2025-06-10 |
| Robert P. Bresnahan | House | SELL | $1,001 - $15,000 | 2025-05-14 | 2025-06-10 |
| Manager | Shares | Value |
|---|---|---|
| Wealth Enhancement Advisory Servic | 368,690 | $37M |
| Assenagon Asset Management S.A. | 127,506 | $13M |
| Ifm Investors Pty Ltd | 116,692 | $12M |
| Asr Vermogensbeheer N.V. | 109,641 | $11M |
| Mn Services Vermogensbeheer B.V. | 107,327 | $11M |
| Czech National Bank | 106,261 | $11M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.1% | $1.2B |
| VSMPX | 0.1% | $1.2B |
| VTSAX | 0.1% | $1.2B |
| VTI | 0.1% | $1.2B |
| VOO | 0.1% | $993M |
| VFINX | 0.1% | $993M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 2.4M | 41 sh |
| Ubsa Ubs Ats | 1.4M | 38 sh |
| Ebxl Level Ats | 1.4M | 24 sh |
| Sgmt Sigma X2 | 1.3M | 39 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 1.0M | 32 sh |
| Mlix Instinct X | 0.7M | 64 sh |
Moat score 46/100 — Weak; primary source Intangible Assets.
| Officer | Title |
|---|---|
| Timothy Cawley | Chairman, President & Chief Executive Officer |
| Kamran Ziaee | SVP & Chief Information Officer |
| Kirkland Andrews | Senior Vice President & Chief Financial Officer |
| Matthew Ketschke | President of Consolidated Edison Company of New York, Inc. |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +11.7% | +14.6% | -6.5% | +4.2% | +10.9% |
| Gross profit | +10.2% | +7.5% | -6.2% | +9.0% | +7.5% |
| Operating income | +5.6% | -6.6% | -11.7% | +18.3% | +7.3% |
| Net income | +22.3% | +23.3% | +51.7% | -27.7% | +11.2% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 13.7 | 15.7 | 14.6 | 15.3 | 16.9 | |
| Cost of revenue | 4.8 | 6.1 | 5.7 | 5.5 | 6.4 | |
| Gross profit | 8.9 | 9.6 | 9.0 | 9.8 | 10.5 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| SG&A expense | 3.3 | 3.9 | 3.6 | 3.8 | 0.0 | |
| Operating income | 2.8 | 2.6 | 2.3 | 2.7 | 2.9 | |
| EBITDA | 4.4 | 5.2 | 6.1 | 5.5 | 6.2 | |
| D&A | 2.0 | 2.1 | 2.0 | 2.2 | 2.3 | |
| Pretax income | 1.4 | 2.1 | 3.0 | 2.1 | 2.6 | |
| Income tax | 0.2 | 0.5 | 0.5 | 0.3 | 0.6 | |
| Net income | 1.3 | 1.7 | 2.5 | 1.8 | 2.0 | |
| Diluted EPS ($) | 3.85 | 4.67 | 7.21 | 5.24 | 5.64 | |
| Diluted shares (M) | 349 | 356 | 349 | 347 | 359 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 1.3 | 1.2 | 1.3 | 1.6 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 3.2 | 3.8 | 3.9 | 3.9 | |
| Total current assets | 13.0 | 6.5 | 6.7 | 6.8 | |
| PP&E (net) | 47.3 | 50.1 | 52.7 | 55.9 | |
| Goodwill + intangibles | 0.4 | 0.4 | 0.4 | 0.4 | |
| Total assets | 69.1 | 66.3 | 70.6 | 74.6 | |
| Accounts payable | 2.0 | 1.8 | 1.7 | 1.9 | |
| Short-term debt | 3.7 | 2.5 | 2.7 | 2.4 | |
| Deferred revenue | 0.4 | 0.4 | 0.4 | 0.0 | |
| Total current liabilities | 11.3 | 6.5 | 6.4 | 6.6 | |
| Long-term debt | 20.1 | 21.9 | 24.7 | 25.9 | |
| Total liabilities | 48.2 | 45.2 | 48.6 | 50.4 | |
| Shareholders' equity | 20.9 | 21.2 | 22.0 | 24.2 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 1.6 | 2.5 | 1.8 | 1.9 | |
| D&A | 2.1 | 2.0 | 2.2 | 2.2 | |
| Stock-based compensation | 0.0 | 0.0 | 0.0 | 0.0 | |
| Working capital change | (0.1) | (1.7) | (0.9) | (0.4) | |
| Operating cash flow | 3.9 | 2.2 | 3.6 | 4.8 | |
| Capital expenditures | (4.2) | (4.5) | (4.8) | (4.8) | |
| Investing cash flow | (4.6) | (1.0) | (5.3) | (5.2) | |
| Buybacks | 0.0 | (1.0) | 0.0 | 0.0 | |
| Dividends paid | (1.1) | (1.1) | (1.1) | (1.2) | |
| Debt issuance / (repay) | 2.1 | 0.6 | 2.9 | 0.5 | |
| Financing cash flow | 1.0 | (1.5) | 1.8 | 0.7 | |
| Free cash flow | (0.2) | (2.3) | (1.2) | 0.0 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 6.9% | 8.2% | 12.0% | 8.4% | 8.8% | 9% | |
| ROA | 2.1% | 2.5% | 3.7% | 2.7% | 2.8% | 2.9% | |
| ROIC | 5.4% | 4.6% | 4.3% | 4.8% | 4.4% | 3.4% | |
| Gross margin | 65.0% | 61.0% | 61.2% | 64.0% | 62.0% | 61.6% | |
| Operating margin | 20.5% | 16.7% | 15.8% | 17.9% | 17.3% | 18.0% | |
| Net margin | 9.8% | 10.6% | 17.2% | 11.9% | 12.0% | 12.5% | |
| EBITDA margin | 32.0% | 33.0% | 41.4% | 35.9% | 36.4% | 41.6% | |
| FCF margin | -8.9% | -1.5% | -16.0% | -7.6% | 20.7% | — | |
| VALUATION | |||||||
| P/E | 19.57 | 18.43 | 11.70 | 16.48 | 17.79 | 18.3 | |
| P/B | 1.31 | 1.48 | 1.39 | 1.37 | 1.49 | 1.6 | |
| P/S | 1.93 | 1.95 | 2.01 | 1.97 | 2.13 | 2.34 | |
| P/FCF | -21.60 | -131.30 | -12.60 | -25.93 | 10.29 | 8.2 | |
| EV/EBITDA | 11.62 | 10.40 | 8.79 | 10.31 | 8.96 | 9.3 | |
| EV/Revenue | 3.72 | 3.43 | 3.64 | 3.70 | 3.73 | 3.9 | |
| Earnings yield | 5.1% | 5.4% | 8.5% | 6.1% | 5.6% | 5.35% | |
| FCF yield | -4.6% | -0.8% | -7.9% | -3.9% | 9.7% | 12.26% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 1.02 | 1.14 | 1.01 | 1.04 | 1.02 | 1.27 | |
| Quick ratio | 0.94 | 1.10 | 0.94 | 0.96 | 0.94 | 1.17 | |
| Debt / equity | 1.27 | 1.18 | 1.18 | 1.27 | 1.19 | 1.10 | |
| Debt / assets | 40.2% | 35.4% | 37.7% | 39.4% | 38.5% | 37.0% | |
| Net debt / EBITDA | 5.58 | 4.48 | 3.93 | 4.84 | 3.85 | 3.64 | |
| Interest coverage | 2.45 | 3.14 | 3.94 | 2.80 | 2.22 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.22 | 0.24 | 0.22 | 0.22 | 0.23 | 0.23 | |
| Receivables turnover | 5.22 | 5.35 | 4.57 | 5.28 | 5.59 | 5.2 | |
| DSO (days) | 70 | 68 | 80 | 69 | 65 | 70 | |
| DPO (days) | 107 | 103 | 112 | 115 | 103 | 110 | |
| Cash conversion cycle | -8 | -7 | -3 | -14 | -9 | -11 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 11.5% | 14.8% | -6.6% | 4.2% | 10.9% | — | |
| Net income growth | 22.3% | 23.3% | 51.7% | -27.7% | 11.1% | — | |
| EPS growth | 16.3% | 22.8% | 55.8% | -27.9% | 6.7% | — | |
| FCF growth | 28.7% | 80.9% | -903.4% | 50.5% | 402.2% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 3.79 | 4.66 | 7.26 | 5.23 | 5.58 | 6.01 | |
| Book value / share | 56.47 | 58.08 | 60.99 | 63.15 | 66.79 | 69.74 | |
| Revenue / share | 38.47 | 43.99 | 42.21 | 43.88 | 46.71 | 47.96 | |
| FCF / share | -3.44 | -0.65 | -6.74 | -3.33 | 9.65 | 13.75 | |
| Cash / share | 2.80 | 3.60 | 3.43 | 3.81 | 4.50 | 3.99 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 0.0% | 0.0% | 3.4% | 0.0% | 0.0% | — | |
| Altman Z-Score | 0.96 | 1.03 | 1.10 | 1.02 | 1.14 | 1.2 | |
| Piotroski F-Score | 6 | 8 | 4 | 6 | 6 | 6/9 | |
| Beneish M-Score | -2.31 | -2.59 | -1.93 | -2.60 | -2.54 | -2.63 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 6 / 9 | Middling | |
| Altman Z-Score | 1.2 | Distress (<1.81) | Distress |
| Income quality | 1.78 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.63 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.76 |
| Interest burden | 0.58 |
| Operating margin | 28.5% |
| Asset turnover | 0.24× |
| Financial leverage | 2.99× |
| = ROE | 9% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.88 |
| Earnings stability | 0.43 |
| Earnings persistence | 0.94 |
| Revenue CAGR 3y | 4.5% |
| EPS CAGR 3y | -5.4% |
| FCF CAGR 3y | — |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| EXCVV | $41.1B | 3.8 | 10% | 11.0% | +5.3% | 6/9 | — |
| EXC | $44.8B | 15.9 | 10% | 6.6% | +6.6% | 8/9 | -4.8% |
| ELC | $45.8B | 4.6 | 13% | 13.7% | +9.5% | 8/9 | -13.9% |
| XEL | $47.7B | 20.8 | 10% | 18.8% | +4.7% | 3/9 | -5.9% |
| PEG | $35.6B | 17.7 | 12% | 13.1% | +12.7% | 6/9 | -12.3% |
| WEC | $35.4B | 20.9 | 12% | 14.5% | +8.9% | 5/9 | — |
| PCG | $35.1B | 9.5 | 10% | 12.9% | +5.7% | 7/9 | — |
| ETR | $50.2B | 26.5 | 10% | 13.8% | +9.5% | 6/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $17.62B | $18.07B / $17.12B | $6.11 | $6.16 / $6.07 | 8 |
| FY2027 | $18.37B | $19.63B / $17.64B | $6.50 | $6.56 / $6.47 | 10 |
| FY2028 | $19.06B | $21.36B / $17.36B | $6.92 | $6.97 / $6.88 | 6 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $104.50 | -6.9% | 4 |
| Last Quarter | $104.20 | -7.2% | 10 |
| Last Year | $105.72 | -5.8% | 36 |
| All Time | $95.42 | -15.0% | 77 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $105.17 | +7.09 | +6.74% | Above |
| SMA 50 | $106.34 | +5.92 | +5.57% | Above |
| SMA 200 | $108.09 | +4.17 | +3.86% | Above |
| EMA 9 | $108.19 | +4.07 | +3.76% | Above |
| EMA 21 | $106.62 | +5.64 | +5.29% | Above |
| EMA 50 | $106.68 | +5.58 | +5.23% | Above |
| EMA 200 | $106.60 | +5.66 | +5.31% | Above |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $110.42 / $111.22 / $112.59 | S1 / S2 | $109.05 / $108.25 |
| Bollinger (20,2) | $99.65 – $110.68 | Squeeze | Off |
| 52-wk range | $94.71 – $116.23 | Off 52-wk high | -3.4% |
| ATR (14) | $1.81 (1.6%) | Historical vol | 15.7% |
| Computed from live weekly prices | ED | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 2.21% | 1.83% |
| Best / worst week (1y) | +4.1% / -4.6% | — |
| Max drawdown (5y, monthly) | -24.9% | — |
| 1-week VaR (95%) | -4.4% | — |
| Beta (5y) | 0.26 | 1.00 |
| Reading | ED | Regulated Electric n=445 | Utilities n=1,247 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | +25.9 | -9.5 | -13.6 | -20.5 |
| Trend | +43.9 | -2.4 | -17.2 | -21.3 |
| Momentum | +70.8 | +7.1 | -4.2 | -15.8 |
| Volume | +29.2 | +0.0 | +0.0 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Timothy P. Cawley President and Chief Execut | $14.1M | 89% equity+incentive |
| Matthew Ketschke President, Con Edison of Ne | $4.6M | 81% equity+incentive |
| Kirkland Andrews Senior Vice President and C | $3.9M | 74% equity+incentive |
| Kamran Ziaee Senior Vice President and Chief | $3.8M | 46% equity+incentive |
| Deneen L. Donnley Senior Vice President and | $3.3M | 72% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 67 |
| Social | 65 |
| Governance | 69 |
| Composite ESG | 67 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-09-04 | Other Events | 8.01 |
| 2026-08-06 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-07-02 | Officer/Director Change; Exhibits | 5.02,9.01 |
| 2026-06-03 | Other Events; Exhibits | 8.01,9.01 |
| 2026-05-20 | Shareholder Vote | 5.07 |
| 2026-05-08 | Material Agreement; Exhibits | 1.01,9.01 |
| 2026-05-07 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-02-25 | Entry into Material Definitive Agreement; Other Events; Financial Stat | 1.01,8.01,9.01 |
Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.
| Data domain | Source | Coverage for this report |
|---|---|---|
| Price & volume | market_db.historical_prices | 52 rows |
| Fundamentals | income_statements_annual | 6 rows · 2020 to 2025 |
| Reported vs consensus | fact/earnings_calendar | 24 rows · 2020-11-05 to 2026-08-06 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 115 rows · 1987 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-05-19 to 2026-09-30 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2025-04-24 to 2026-04-29 |
| Short-sale volume (FINRA) | edgar/short_volume_daily | 60 rows · 2026-07-23 to 2026-10-15 |
| Dark pool (ATS, tier 1) | edgar/darkpool_weekly | 12 rows · 2026-06-15 to 2026-08-31 |
| ETF & fund holding | etf_holdings_changelog (30d) | 1 record |
| Peer set | stock_peers_dynamic | 8 rows |
| Industry medians | industry_medians | 1 record |
| Congressional trades | congress_db (House + Senate) | 1 record |
| ESG | fact/esg_disclosures | 1 record |
Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.
Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.