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 Q1 regulatory disclosures by fund managers ($100M+ AUM)
22% more repeat investments, than reductions
Existing positions increased: 271 | Existing positions reduced: 223
0% more funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 4 (+0) [Q1 2025]
4% less first-time investments, than exits
New positions opened: 109 | Existing positions closed: 114
3% less funds holding
Funds holding: 697 [Q4 2024] → 673 (-24) [Q1 2025]
4.45% less ownership
Funds ownership: 92.3% [Q4 2024] → 87.85% (-4.45%) [Q1 2025]
8% less capital invested
Capital invested by funds: $8.45B [Q4 2024] → $7.76B (-$685M) [Q1 2025]
36% less call options, than puts
Call options by funds: $168M | Put options by funds: $264M
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
JP Morgan Richard Sunderland 40% 1-year accuracy 4 / 10 met price target | 15%upside $14 | Overweight Maintained | 24 Apr 2025 |
Jefferies Julien Dumoulin-Smith 61% 1-year accuracy 51 / 84 met price target | 18%downside $10 | Hold Downgraded | 10 Apr 2025 |
Susquehanna Biju Perincheril 37% 1-year accuracy 23 / 62 met price target | 23%upside $15 | Positive Maintained | 5 Mar 2025 |
Mizuho Anthony Crowdell 71% 1-year accuracy 12 / 17 met price target | 23%upside $15 | Outperform Maintained | 4 Mar 2025 |
B of A Securities Julien Dumoulin-Smith 61% 1-year accuracy 51 / 84 met price target | 6%upside $13 | Neutral Upgraded | 4 Mar 2025 |
Financial journalist opinion
Based on 28 articles about AES published over the past 30 days









