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 7,429 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
33% more repeat investments, than reductions
Existing positions increased: 278 | Existing positions reduced: 209
1.85% more ownership
Funds ownership: 88.23% [Q1] → 90.07% (+1.85%) [Q2]
4% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 108
2% less funds holding
Funds holding: 684 [Q1] → 673 (-11) [Q2]
13% less capital invested
Capital invested by funds: $7.79B [Q1] → $6.75B (-$1.04B) [Q2]
39% less call options, than puts
Call options by funds: $123M | Put options by funds: $202M
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
Low target
$14
4%
upside
Avg. target
$15
11%
upside
High target
$16
19%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
JP Morgan Richard Sunderland | 11%upside $15 | Overweight Maintained | 22 Jul 2025 |
Barclays Nicholas Campanella | 4%upside $14 | Overweight Maintained | 22 Jul 2025 |
Susquehanna Biju Perincheril | 19%upside $16 | Positive Maintained | 21 Jul 2025 |
Financial journalist opinion
Based on 13 articles about AES published over the past 30 days
Positive
Benzinga
1 hour ago
Wall Street's Most Accurate Analysts Spotlight 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
Forbes
1 week ago
These Dirt Cheap Dividends Pay 4x-9x The Market
The market-at-large is expensive by historical metrics. So let's look past the pricey, low-yielding ETFs in favor of cheap dividends.
Positive
Seeking Alpha
1 week ago
AES Still Offers A Risk-Reward Play
I rate AES a speculative Buy for risk-tolerant investors, given deep value, improving margins, and strong renewables/data center tailwinds despite high debt risks. Valuations are extremely low due to debt and operational concerns, but much of the downside is already priced in, limiting further risk unless fundamentals worsen. Renewables expansion and a strong PPA backlog support the case for margin improvement, with dividends and potential takeovers providing additional downside protection.
Positive
24/7 Wall Street
2 weeks ago
3 Strong Buy High-Yield Dividend Stocks With Over 40% Upside Potential
Investors love dividend stocks, especially those with high yields, because they provide a substantial income stream and offer significant total return potential.
Positive
Seeking Alpha
2 weeks ago
AES Corp.: Compelling Buy At 6x PE
AES remains deeply undervalued at 6x forward earnings, offering a 5.4% well-covered dividend yield and significant upside potential. The company is executing a robust renewable energy pipeline, anchored by long-term PPAs with major data center clients like Meta, fueling solid earnings growth. Proprietary technology and efficient project delivery are driving cost savings, while improving debt metrics and steady dividend growth enhance shareholder value.
Positive
Forbes
2 weeks ago
7 Sturdy Low-Beta Dividends With Yields Up To 8%
Worried about a market pullback? Let's discuss seven sturdy dividends with yields up to 8%. These are “low beta” stocks which means they stand tall when the market sinks. Low beta stocks may still go down, but they tend to regress less than average.
Positive
The Motley Fool
3 weeks ago
AES (AES) Q2 EPS Jumps 34%
AES (AES) Q2 EPS Jumps 34%
Neutral
Seeking Alpha
3 weeks ago
The AES Corporation (AES) Q2 2025 Earnings Call Transcript
The AES Corporation (NYSE:AES ) Q2 2025 Earnings Conference Call August 1, 2025 10:00 AM ET Company Participants Andres Ricardo Gluski Weilert - President, CEO & Director Ricardo Manuel Falu - Executive Vice President & Chief Operating Officer Stephen Coughlin - Executive VP & CFO Susan Pasley Keppelman Harcourt - Vice President of Investor Relations Conference Call Participants David Keith Arcaro - Morgan Stanley, Research Division Fei She - Barclays Bank PLC, Research Division Julien Patrick Dumoulin-Smith - Jefferies LLC, Research Division Michael P. Sullivan - Wolfe Research, LLC Richard Wallace Sunderland - JPMorgan Chase & Co, Research Division Ryan Michael Levine - Citigroup Inc., Research Division Operator Hello, everyone, and welcome to the AES Corporation Second Quarter 2025 Financial Review Call.
Neutral
The Motley Fool
3 weeks ago
Why AES Stock Popped Today
Electric utility stock The AES Corporation (AES 2.59%) is continuing to bob and weave, eluding the market downturn that's hit so many other stocks today. And what is AES's secret?
Positive
Zacks Investment Research
3 weeks ago
AES Q2 Earnings Outpace Estimates, Revenues Decline Y/Y
AES tops Q2 earnings estimates by 31% despite lower revenues and a GAAP loss due to tax and lease impacts.
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