AES
About: AES is a global power company that operates in 15 countries. Its generation portfolio as of year-end 2023 totals over 35 gigawatts, including renewable energy (53%), gas (27%), coal (18%), and oil (2%). AES has majority ownership and operates six electric utilities distributing power to more than 2.5 million customers.
Employees: 9,600
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
200% more funds holding in top 10
Funds holding in top 10: 2 [Q2] → 6 (+4) [Q3]
30% more call options, than puts
Call options by funds: $173M | Put options by funds: $133M
17% more repeat investments, than reductions
Existing positions increased: 278 | Existing positions reduced: 238
11% more capital invested
Capital invested by funds: $12.5B [Q2] → $13.9B (+$1.42B) [Q3]
1% more funds holding
Funds holding: 683 [Q2] → 690 (+7) [Q3]
8% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 89
2.37% less ownership
Funds ownership: 100.02% [Q2] → 97.65% (-2.37%) [Q3]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Barclays Nicholas Campanella 71% 1-year accuracy 50 / 70 met price target | 27%upside $17 | Overweight Maintained | 13 Dec 2024 |
HSBC Lilyanna Yang 0% 1-year accuracy 0 / 1 met price target | 27%upside $17 | Buy Initiated | 13 Dec 2024 |
Mizuho Anthony Crowdell 68% 1-year accuracy 19 / 28 met price target | 20%upside $16 | Outperform Maintained | 21 Nov 2024 |
Susquehanna Biju Perincheril 27% 1-year accuracy 19 / 70 met price target | 57%upside $21 | Positive Maintained | 5 Nov 2024 |
Barclays Nicholas Campanella 71% 1-year accuracy 50 / 70 met price target | 72%upside $23 | Overweight Maintained | 21 Oct 2024 |
Financial journalist opinion
Based on 13 articles about AES published over the past 30 days