Analysts Set The AES Corporation (NYSE:AES) Price Target at $24.27

Shares of The AES Corporation (NYSE:AES) have received an average rating of “Hold” from the ten analysts that are covering the company, MarketBeat Ratings reports. Six analysts have rated the stock with a hold recommendation and four have given a buy recommendation to the company. The average 1 year price objective among brokers that have issued ratings on the stock in the last year is $24.2727.

Several equities analysts have recently weighed in on AES shares. Jefferies Financial Group lifted their price target on AES from $13.00 to $16.00 and gave the company a “hold” rating in a research report on Tuesday, February 3rd. Wall Street Zen upgraded AES from a “hold” rating to a “buy” rating in a research note on Saturday, March 7th. Mizuho lowered AES from a “strong-buy” rating to a “hold” rating in a report on Tuesday, March 3rd. Barclays reiterated an “equal weight” rating and set a $15.00 price target on shares of AES in a research report on Wednesday, February 4th. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of AES in a research report on Monday, December 29th.

AES Stock Performance

Shares of AES stock opened at $14.23 on Friday. The firm’s 50 day moving average is $15.10 and its 200 day moving average is $14.25. The stock has a market capitalization of $10.14 billion, a P/E ratio of 11.29, a PEG ratio of 0.54 and a beta of 0.95. AES has a 12 month low of $9.46 and a 12 month high of $17.65. The company has a current ratio of 0.77, a quick ratio of 0.69 and a debt-to-equity ratio of 2.94.

AES (NYSE:AES) last issued its earnings results on Monday, March 2nd. The utilities provider reported $0.81 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.68 by $0.13. The business had revenue of $3.10 billion for the quarter, compared to analysts’ expectations of $3.07 billion. AES had a net margin of 7.40% and a return on equity of 19.93%. During the same quarter in the previous year, the firm posted $0.54 EPS. On average, sell-side analysts anticipate that AES will post 1.93 earnings per share for the current year.

AES Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Friday, May 1st will be issued a $0.176 dividend. This represents a $0.70 annualized dividend and a yield of 4.9%. The ex-dividend date of this dividend is Friday, May 1st. AES’s dividend payout ratio (DPR) is presently 55.56%.

AES News Summary

Here are the key news stories impacting AES this week:

• Positive Sentiment: AES rolled out an AI-native safety platform across its U.S. operations; the company says the Haven Safety AI implementation speeds incident investigations by ~50% and helps surface systemic risks that can reduce injuries and downtime — a near-term operational efficiency and employee-safety win that can lower costs and improve reliability. Read More.
• Positive Sentiment: Reports continue of buyout interest and asset transactions: Bloomberg/coverage notes a ~$10.7B buyout proposal from BlackRock’s GIP and EQT, and separate reporting shows private-equity bids for AES Ohio (~$33B deal for the utility unit). These M&A/asset-sale developments could produce takeover premium or proceeds to pay down AES’s debt, both of which would be positive for equity valuation. Read More. Read More.
• Neutral Sentiment: AES extended the expiration time for consent solicitations on several of its senior note series (2028, 2030, 2031, 2032). This is largely a procedural timing move tied to proposed indenture amendments and investor votes — watch for eventual consent rates and any concession terms. Read More.
• Neutral Sentiment: Other utilities (IPALCO, DPL) also extended consent-solicitation deadlines — sector-level procedural news that adds little direct impact to AES but signals similar capital-markets activity across utilities. Read More. Read More.
• Neutral Sentiment: Analyst coverage: Raymond James maintained a Hold on related-ticker AESI (Atlas Energy Solutions) — not AES common stock, but worth noting for investors watching sector/peer sentiment. Read More.
• Negative Sentiment: Morgan Stanley reportedly downgraded AES to Equal Weight after takeover-related developments; analyst downgrades can pressure the stock and reduce near-term retail/institutional appetite. Read More.
• Negative Sentiment: Fundamental headwinds flagged by coverage (Zacks): AES has a large renewables/data-center backlog (positive growth optionality) but elevated debt and weaker liquidity metrics remain a concern — these financial constraints could cap upside or complicate financing for growth. Read More.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the company. Bogart Wealth LLC raised its position in shares of AES by 406.5% in the third quarter. Bogart Wealth LLC now owns 1,869 shares of the utilities provider’s stock worth $25,000 after buying an additional 1,500 shares in the last quarter. Cromwell Holdings LLC grew its position in AES by 232.5% during the third quarter. Cromwell Holdings LLC now owns 2,484 shares of the utilities provider’s stock worth $33,000 after buying an additional 1,737 shares in the last quarter. Los Angeles Capital Management LLC bought a new position in AES in the 4th quarter worth about $42,000. TD Private Client Wealth LLC raised its holdings in shares of AES by 50.8% in the 3rd quarter. TD Private Client Wealth LLC now owns 3,401 shares of the utilities provider’s stock valued at $45,000 after acquiring an additional 1,146 shares in the last quarter. Finally, Canada Post Corp Registered Pension Plan boosted its position in shares of AES by 108.0% during the 4th quarter. Canada Post Corp Registered Pension Plan now owns 7,280 shares of the utilities provider’s stock valued at $104,000 after acquiring an additional 3,780 shares during the last quarter. Institutional investors own 93.13% of the company’s stock.

AES Company Profile

AES Corporation is a global energy company focused on the generation and distribution of electricity across diversified markets. Headquartered in Arlington, Virginia, AES develops, builds and operates power plants and distribution systems that serve residential, industrial and commercial customers. The company’s portfolio includes thermal, renewable and battery energy storage facilities designed to deliver reliable and sustainable electricity solutions.

Through its subsidiaries, AES operates a balanced mix of power generation assets, including natural gas, coal and renewables such as solar and wind.