The AES Corporation (NYSE:AES) Given Consensus Recommendation of "Hold" by Brokerages

Key Points

• Analysts have given AES a consensus rating of "Hold" (eight holds, two buys) with an average 1‑year price target of $24.09.
• In the most recent quarter AES reported an earnings beat (EPS $0.81 vs. $0.68 est.) and $3.10B revenue, and analysts forecast ~2.29 EPS for the current year.
• Near‑term catalysts include an AES–Google partnership expected to deliver roughly $770 million in customer savings, while AES also offers a quarterly dividend of $0.176 (annualized yield ~4.9%).

The AES Corporation (NYSE:AES - Get Free Report) has been given a consensus rating of "Hold" by the ten ratings firms that are currently covering the firm, MarketBeat.com reports. Eight analysts have rated the stock with a hold recommendation and two have given a buy recommendation to the company. The average 1-year price objective among brokers that have covered the stock in the last year is $24.0909.

A number of research firms recently commented on AES. Weiss Ratings reaffirmed a "hold (c-)" rating on shares of AES in a report on Monday, December 29th. Jefferies Financial Group raised their price target on shares of AES from $13.00 to $16.00 and gave the stock a "hold" rating in a research report on Tuesday, February 3rd. Mizuho cut shares of AES from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, March 3rd. Wall Street Zen upgraded shares of AES from a "hold" rating to a "buy" rating in a research note on Saturday, March 7th. Finally, Susquehanna cut shares of AES from a "positive" rating to a "neutral" rating and reduced their target price for the stock from $16.00 to $15.00 in a report on Thursday, April 9th.

AES Trading Up 0.0%

Shares of AES stock opened at $14.50 on Monday. The firm's 50 day simple moving average is $14.70 and its two-hundred day simple moving average is $14.47. The firm has a market capitalization of $10.34 billion, a price-to-earnings ratio of 11.50 and a beta of 1.03. 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 - Get Free Report) last announced its quarterly earnings data on Monday, March 2nd. The utilities provider reported $0.81 earnings per share for the quarter, beating analysts' consensus estimates of $0.68 by $0.13. The firm had revenue of $3.10 billion for the quarter, compared to analyst estimates of $3.07 billion. AES had a net margin of 7.40% and a return on equity of 19.93%. During the same period in the previous year, the company earned $0.54 earnings per share. Analysts predict that AES will post 2.29 EPS for the current year.

AES Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Stockholders of record on Friday, May 1st will be issued a $0.176 dividend. This represents a $0.70 annualized dividend and a dividend yield of 4.9%. The ex-dividend date of this dividend is Friday, May 1st. AES's payout ratio is 55.56%.

AES News Roundup

Here are the key news stories impacting AES this week:

• Positive Sentiment: AES and Google say their partnership will deliver roughly $770 million in customer savings and AES Indiana is planning power to serve a proposed Google data center — this materially strengthens AES’s commercial pipeline and customer economics in Indiana, a near‑term revenue/backlog positive. Article Title
• Positive Sentiment: Local coverage describes AES Indiana and Google delivering over $770M in customer savings and outlines AES Indiana’s plan for the Google data center, reinforcing the commercial and PR angle of the deal. Article Title
• Positive Sentiment: Indianapolis Business Journal details how AES Indiana will power the proposed Google data center — gives investors more clarity on project scale and expected timelines (helps visibility on incremental demand). Article Title
• Positive Sentiment: Short interest fell by ~14.8% in April (shorts down to ~20.9M shares; ~3.0% of float; ~2.7 days to cover). Reduced short exposure can limit downward pressure and increase upside if positive news continues. (Source: internal short‑interest entry)
• Positive Sentiment: Television personality Jim Cramer publicly called AES “incredibly cheap” and said he’d be a buyer — a bullish media endorsement that can attract retail flows. Article Title
• Neutral Sentiment: Analyst/coverage note comparing AES with Hawaiian Electric — may help investors with relative valuation and sector context but not catalytic by itself. Article Title
• Neutral Sentiment: Market note: AES is expected to announce quarterly earnings soon; results or guidance could drive short‑term volatility (timing and beats/misses will matter). Article Title
• Negative Sentiment: AES Indiana customers told regulators their bills “don’t add up” at a town hall — consumer complaints and potential regulatory scrutiny at the state/local level could create reputational risk and rate/recovery uncertainty. Article Title

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of the stock. Root Financial Partners LLC increased its stake in shares of AES by 259.9% in the 1st quarter. Root Financial Partners LLC now owns 2,822 shares of the utilities provider's stock valued at $40,000 after purchasing an additional 2,038 shares in the last quarter. SG Americas Securities LLC boosted its position in AES by 99.8% during the first quarter. SG Americas Securities LLC now owns 14,280,668 shares of the utilities provider's stock worth $201,215,000 after purchasing an additional 7,133,230 shares in the last quarter. AEGON ASSET MANAGEMENT UK Plc acquired a new stake in AES in the first quarter valued at approximately $1,842,000. State of Tennessee Department of Treasury increased its position in shares of AES by 10.2% in the fourth quarter. State of Tennessee Department of Treasury now owns 169,520 shares of the utilities provider's stock valued at $2,483,000 after buying an additional 15,661 shares in the last quarter. Finally, Quantitative Investment Management LLC acquired a new position in shares of AES during the 4th quarter worth approximately $1,313,000. 93.13% of the stock is owned by institutional investors and hedge funds.

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.

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