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
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
21% more repeat investments, than reductions
Existing positions increased: 272 | Existing positions reduced: 225
0% more funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 4 (+0) [Q1 2025]
3% less first-time investments, than exits
New positions opened: 112 | Existing positions closed: 116
3% less funds holding
Funds holding: 698 [Q4 2024] → 680 (-18) [Q1 2025]
4.09% less ownership
Funds ownership: 92.31% [Q4 2024] → 88.21% (-4.09%) [Q1 2025]
8% less capital invested
Capital invested by funds: $8.45B [Q4 2024] → $7.79B (-$653M) [Q1 2025]
36% less call options, than puts
Call options by funds: $168M | Put options by funds: $264M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$9
21%
downside
Avg. target
$11.50
1%
upside
High target
$14
22%
upside
2 analyst ratings
1 positive
50%
0 neutral
0%
1 negative
50%
Jefferies Julien Dumoulin-Smith | 21%downside $9 | Underperform Downgraded | 20 May 2025 |
JP Morgan Richard Sunderland | 22%upside $14 | Overweight Maintained | 24 Apr 2025 |
Financial journalist opinion
Based on 20 articles about AES published over the past 30 days
Positive
Seeking Alpha
16 hours ago
Two Alternatives For A Potential $5000 Monthly Income
Traditionally, a large portion of equity returns has come from two factors - reinvested dividends and compounding. We present two income-focused approaches: a fund-based portfolio for hands-off investors and a stock-plus-ETF portfolio for active investors. Both strategies target a 6% income yield, capital preservation, and inflation-beating growth, but differ in maintenance ask and risk profiles.
Negative
Seeking Alpha
1 day ago
Red Alert: Beware False Dividend Stocks
Dividend stocks are not always safe; many pay unsustainable dividends, risking cuts and capital losses that outweigh income gains. False Dividend Stocks pay dividends without generating enough free cash flow, often funding payouts through debt or cash reserves, increasing risk. Only 1% of dividend-paying stocks in our coverage qualify as Good Dividend Stocks; 344 have negative free cash flow, making them high risk.
Positive
Zacks Investment Research
1 day ago
Why AES (AES) is a Top Dividend Stock for Your Portfolio
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does AES (AES) have what it takes?
Negative
Forbes
2 days ago
Red Alert: Beware False Dividend Stocks
Dividend stocks are not the safe-haven that investors think. Anyone thinking that dividend stocks are a good strategy to succeed in these turbulent markets needs to think twice and read on.
Neutral
PRNewsWire
3 days ago
AES Completes First Phase of Largest Solar-Plus-Storage Project in the United States
Bellefield Project Highlights AES' Track Record of Working with Corporate Customers ARLINGTON, Va. , June 11, 2025 /PRNewswire/ -- The AES Corporation (NYSE: AES) today announced that it has completed construction of the 1,000 MW Bellefield 1 project, under a 15-year contract with Amazon.
Positive
Benzinga
4 days ago
Wall Street's Most Accurate Analysts Give Their Take On 3 Utilities Stocks Delivering High-Dividend Yields
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.
Positive
Seeking Alpha
1 week ago
5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 10% (June 2025)
This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields slightly over 4%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 9%.
Positive
Seeking Alpha
1 week ago
June's Best Blue-Chip Fat Pitches: Opportunities Hiding In Plain Sight
For my Top 5 ideas list, I focus on Buffett-style "fat pitch" blue-chip bargains: Wonderful companies at wonderful prices, based on fundamentals, not technicals or short-term sentiment. A disciplined, fundamentals-driven approach uses historical fair value multiples and consensus analyst data. My Top 5 Buy List for June - AES, ARE, AMZN, NVDA, and O - offers a 49% historical discount and over 100% return potential if they revert to fair value.
Positive
Seeking Alpha
1 week ago
AES Corp: One Of The Best Times To Buy
AES offers a compelling value opportunity with a nearly 7% dividend yield that's well-covered by long-term contracted cash flows and a strong growth backlog. The company's fundamentals are robust, featuring steady renewable project progress, new PPAs with major tech firms, and cost-saving initiatives. AES trades at a deeply discounted forward PE of 4.7, far below its historical average, suggesting significant upside potential if valuation normalizes.
Neutral
Seeking Alpha
1 week ago
The AES Corporation Remains Unscathed By Tariffs And Economic Downturns
AES remains a strong buy despite recent underperformance, with a robust 11.7 GW project pipeline and long-term contracted revenues ensuring growth through 2027. The company's debt appears high, but 20% is tied to projects under construction; most debt is non-recourse, limiting risk, and management has refinanced 2025 maturities. Shares trade at a deep discount, with 2025 P/E below 5 and potential for the stock to double to $24 by 2027 as EBITDA rises and debt falls.
Charts implemented using Lightweight Charts™