Consolidated Edison (ED)

RPD del 3,15% y crecimientos muuuuy moderados (DGR1=3,60%, DGR3=3,20%, DGR5=3,10% y DGR10=2,00%). Eso sí, 45 años incrementando dividendos.

image

En la zona de los 75 daría algo menos del 4%:

5 Likes

Una utility aburrida con apenas crecimiento y la magia del interés compuesto :wink:

5 Likes

Y en camino de ser una Dividend KIng.

Una gran empresa. Como curiosidad, decir que es la que produce el vapor que se ve salir por las alcantarillas de Nueva York…

6 Likes

Esta tabla contempla los impuestos?

No los contempla

Utiliza esta calculadora:
https://www.dividendchannel.com/drip-returns-calculator/

1 Like

2019 third quarter 2019 earinings (04/11/2019)

  • Third quarter net income for common stock of $473 million or $1.42 a share compared with $435 million or $1.40 a share in the 2018 third quarter. Adjusted earnings were $513 million or $1.54 a share in the 2019 period compared with $489 million or $1.57 a share in the 2018 period.
  • For the first nine months of 2019, net income for common stock was $1,048 million or $3.20 a share
    compared with $1,051 million or $3.38 a share in the first nine months of 2018. Adjusted earnings were $1,149 million or $3.51 a share in the 2019 period compared with $1,106 million or $3.56 a share in the 2018 period.
  • For the year of 2019, the company expects its adjusted earnings per share to be in the range of $4.25 to $4.35 a share. The company’s previous forecast was in the range of $4.25 to $4.45 per share.
1 Like

2019 Earnings (20/02/2020)

  • 2019 net income for common stock of $1,343 million or $4.09 a share compared with $1,382 million or $4.43 a share in 2018.
  • Adjusted earnings were $1,438 million or $4.38 a share in 2019 compared with $1,349 million or $4.33 a share in 2018.
  • For the fourth quarter of 2019, net income for common stock was $295 million or $0.89 a share compared with $331 million or $1.06 a share in 2018.
  • Adjusted earnings for the fourth quarter of 2019 were $288 million or $0.87 a share in the 2019 period compared with $243 million or $0.77 a share in the 2018 period.
  • The company expects its adjusted earnings per share for the year 2020 to be in the range of $4.30 to $4.50 a share.
  • The company is also forecasting a five-year compounded annual adjusted earnings per share growth rate of 3% to 5% based off 2020 adjusted earnings per share guidance.
  • In 2020, Con Edison expects to make capital investments of $3,944 million. For 2021 and 2022, Con Edison expects to make capital investments of $7,729 million in aggregate.

Pues 5 meses después ahí la tenemos. Al 4,22% de rpd.
90 de seguridad en SSD y 45 años de incrementos

4 Likes

Jan. 21, 2021 Consolidated Edison (NYSE:ED) declares $0.775/share quarterly dividend, 1.3% increase from prior dividend of $0.765. Forward yield 4.48%.

6 Likes

Qué opinión os merece esta utilitie? Vais tranquilos con ella? Esta por encima del 4% de rpd (aunque llegó a estar por encima del 4.5%).

¿ En una posible etapa inflacionaria las utilities se pueden ver perjudicadas?

Gracias

2 Likes

Hoy sacaba resultados…alguien sabe algo?
Yo la llevo @gokuh y me consta que algunos más tb pero nadie comenta nada.

Para mi una empresa tranquila con yield aceptable, quizá un punto negativo que no hagan recompras incluso lo contrario anualmente aumenta de media un 5% las acciones en circulación.

No le espero un gran crecimiento a corto plazo, seguiré aumentando posiciones ya que no la tengo completa y espero que mejoren el balance y bajen el payout ( subida de divi simbólica) es lo que espero para que no se metan en líos.

En unos años…quien sabe…de momento un divi aceptable y un negocio sencillo aburrido y monopolio.

2 Likes

No ha presentado unos buenos resultados

5 Likes
3 Likes