Q1 2026 EPS Estimates for The AES Co. (NYSE:AES) Lifted by Analyst

The AES Co. (NYSE:AES - Free Report) - Equities research analysts at Zacks Research raised their Q1 2026 earnings per share estimates for AES in a report issued on Tuesday, April 2nd. Zacks Research analyst R. Department now expects that the utilities provider will post earnings per share of $0.02 for the quarter, up from their previous estimate of $0.01. The consensus estimate for AES's current full-year earnings is $1.91 per share.

AES has been the topic of a number of other research reports. UBS Group decreased their price objective on AES from $20.00 to $19.00 and set a "neutral" rating on the stock in a report on Wednesday. Morgan Stanley reaffirmed an "overweight" rating and issued a $25.00 target price on shares of AES in a research report on Monday, March 25th. Barclays decreased their price objective on AES from $21.00 to $20.00 and set an "overweight" rating for the company in a research note on Thursday, March 14th. Finally, Argus reiterated a "buy" rating and issued a $25.00 price objective on shares of AES in a research note on Tuesday, March 26th. One equities research analyst has rated the stock with a sell rating, three have given a hold rating and four have issued a buy rating to the company. According to MarketBeat.com, the company currently has a consensus rating of "Hold" and an average price target of $22.43.

AES Stock Performance

NYSE:AES traded up $0.24 during trading hours on Thursday, reaching $18.14. The company had a trading volume of 9,013,557 shares, compared to its average volume of 8,494,786. The company has a debt-to-equity ratio of 4.42, a current ratio of 0.68 and a quick ratio of 0.61. The firm has a market cap of $12.89 billion, a PE ratio of 54.97, a price-to-earnings-growth ratio of 1.06 and a beta of 1.08. The business's 50 day moving average price is $16.40 and its 200-day moving average price is $16.57. AES has a 1-year low of $11.43 and a 1-year high of $25.74.

AES (NYSE:AES - Get Free Report) last posted its earnings results on Tuesday, February 27th. The utilities provider reported $0.73 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.67 by $0.06. The company had revenue of $2.97 billion for the quarter, compared to analyst estimates of $3.36 billion. AES had a return on equity of 38.76% and a net margin of 2.12%. The firm's quarterly revenue was down 3.0% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.49 earnings per share.

AES Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, May 15th. Stockholders of record on Wednesday, May 1st will be issued a $0.1725 dividend. This represents a $0.69 dividend on an annualized basis and a dividend yield of 3.80%. The ex-dividend date of this dividend is Tuesday, April 30th. AES's payout ratio is currently 209.10%.

Institutional Inflows and Outflows

A number of institutional investors have recently modified their holdings of the stock. Envestnet Asset Management Inc. boosted its position in AES by 15.5% during the third quarter. Envestnet Asset Management Inc. now owns 679,615 shares of the utilities provider's stock worth $10,330,000 after purchasing an additional 91,247 shares in the last quarter. Lazard Asset Management LLC boosted its position in AES by 370.1% during the third quarter. Lazard Asset Management LLC now owns 116,537 shares of the utilities provider's stock worth $1,770,000 after purchasing an additional 91,749 shares in the last quarter. Oppenheimer Asset Management Inc. boosted its position in AES by 81.2% during the third quarter. Oppenheimer Asset Management Inc. now owns 351,220 shares of the utilities provider's stock worth $5,339,000 after purchasing an additional 157,421 shares in the last quarter. Quadrature Capital Ltd boosted its position in AES by 54.8% during the third quarter. Quadrature Capital Ltd now owns 273,365 shares of the utilities provider's stock worth $4,157,000 after purchasing an additional 96,808 shares in the last quarter. Finally, Channing Capital Management LLC boosted its position in AES by 16.7% during the third quarter. Channing Capital Management LLC now owns 352,276 shares of the utilities provider's stock worth $5,355,000 after purchasing an additional 50,341 shares in the last quarter. Institutional investors and hedge funds own 93.13% of the company's stock.

AES Company Profile

The AES Corporation, together with its subsidiaries, operates as a diversified power generation and utility company in the United States and internationally. The company owns and/or operates power plants to generate and sell power to customers, such as utilities, industrial users, and other intermediaries; owns and/or operates utilities to generate or purchase, distribute, transmit, and sell electricity to end-user customers in the residential, commercial, industrial, and governmental sectors; and generates and sells electricity on the wholesale market.