Ag2R la Mondiale Gestion D'Actifs 13F: Adds $5.4M to ED Stake
Key Points
- Ag2R la Mondiale Gestion D'Actifs increased its stake in Consolidated Edison by 53,151 shares, a 209.7% rise, raising its total to 78,494 shares worth around $8.0 million.
- The stock recently traded around $115.42, which is about equal to its closing price on October 26, 2026, and above its 50-day and 200-day moving averages.
- Consolidated Edison has a market capitalization of approximately $42.7 billion and a P/E ratio of about 19.1.
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Ag2R la Mondiale Gestion D'Actifs boosted its stake in Consolidated Edison, Inc. (ED) by 53,151 shares in a filing on October 26, 2026. This increase brings its total holdings to 78,494 shares valued at approximately $8.0 million, according to the fund's latest Form 13F filing with the SEC.
ED
Consolidated Edison, Inc.
Where Consolidated Edison Fits in Ag2R la Mondiale's Portfolio
Consolidated Edison now represents 0.53% of Ag2R la Mondiale's reported portfolio, ranking 33rd among its 425 positions.
Other Institutional Activity in Consolidated Edison
Lazard Asset Management LLC holds 8,418,678 shares of Consolidated Edison, increasing its stake by 1,342,969 shares, valued at about $971.7 million. Deutsche Bank AG also raised its holdings by 974,548 shares, totaling 6,771,976 shares worth approximately $781.6 million.
Consolidated Edison, Inc. Stock Down 0.3%
Consolidated Edison shares are currently trading around $115.42, which is about equal to the closing price on October 26, 2026. The stock is above both its 50-day moving average by 7.7% and its 200-day moving average by 6.2%. However, it is still below its 52-week high of $116.50.
Recent Earnings
Consolidated Edison reported trailing twelve-month revenue of approximately $17.69 billion and earnings per share of $6.05. The next earnings report is scheduled for November 5, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
2 target cuts vs 0 raises.
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EPS & revenue
EPS missed estimates by 6.9%. Revenue missed estimates by 5.3%.
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Profit surprise
EBITDA met by 0 percent. Operating income beat by 22 percent.
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Pre-earnings setup
Bar was low, analysts cautious going in.
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Analyst signal
1 downgrade, 2 target cuts.
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Earnings quality
Gross margin up 10.1 points. Positive free cash flow.
Severe negative reset. The report materially damaged the forward outlook and likely forces major downward revisions.
Dividend
The company pays an annual dividend of $3.55 per share, yielding about 3.08%. The dividend payout ratio stands at 57.2%.
Insider Buying and Selling at Consolidated Edison, Inc.
William J. Mulrow, a director, sold 7,912 shares at an average price of $112.81 on February 27, 2026, totaling about $892,553. General Counsel Deneen L. Donnley sold 1,922 shares at $113.94 on March 12, 2026, for around $218,993. Officer Joseph Miller bought shares at $115.55 on March 16, 2026, valued at $109.
Analysts Set New Price Targets
On October 22, 2026, HSBC initiated coverage on Consolidated Edison with a 'Hold' rating and a price target of $104. Morgan Stanley maintained an 'Underweight' rating with a target of $97.00 on September 18, 2026. The consensus recommendation is 'Hold' with a mean price target of $107.38 based on 17 analyst opinions.
About Consolidated Edison
Consolidated Edison, Inc. provides regulated electric, gas, and steam services in the United States, serving around 3.7 million customers in New York City and Westchester County. This boost in Ag2R la Mondiale's stake reflects a growing interest in the utilities sector, which is known for stability and consistent dividends.
Bottom Line
Investors should keep an eye on the upcoming earnings report on November 5, 2026, as Ag2R la Mondiale Gestion D'Actifs continues to adjust its portfolio in the utilities sector. Further filings from the fund may provide additional insights into its investment strategy.
Related Filing Alerts
Source: Ag2R la Mondiale Gestion D'Actifs's 13F filing on $ED (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts