AES
About: AES is a global power company that operates in 15 countries. Its generation portfolio as of year-end 2024 totals over 32 gigawatts, including renewable energy (50%), gas (32%), coal (16%), and oil (2%). AES has majority ownership and operates six electric utilities distributing power to more than 2.5 million customers.
Employees: 9,100
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
34% more repeat investments, than reductions
Existing positions increased: 280 | Existing positions reduced: 209
2.25% more ownership
Funds ownership: 88.3% [Q1] → 90.55% (+2.25%) [Q2]
3% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 109
1% less funds holding
Funds holding: 685 [Q1] → 676 (-9) [Q2]
13% less capital invested
Capital invested by funds: $7.8B [Q1] → $6.79B (-$1.02B) [Q2]
38% less call options, than puts
Call options by funds: $148M | Put options by funds: $239M
50% less funds holding in top 10
Funds holding in top 10: 4 [Q1] → 2 (-2) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
JP Morgan
Richard Sunderland
|
$15
|
Overweight
Maintained
|
22 Jul 2025 |
Barclays
Nicholas Campanella
|
$14
|
Overweight
Maintained
|
22 Jul 2025 |
Susquehanna
Biju Perincheril
|
$16
|
Positive
Maintained
|
21 Jul 2025 |
Financial journalist opinion
Based on 8 articles about AES published over the past 30 days